Holdings
Scroll
| # | Company | % of Portfolio | Activity | Market Value | Shares | Change | Sector |
|---|---|---|---|---|---|---|---|
| 1 |  SNDK SANDISK CORP | 10.89% | Reduced | $1.36B | 596,545 | -203,042 | Information Technology |
| 2 |  AMD ADVANCED MICRO DEVICES INC | 7.04% | Increased | $877M | 1,509,650 | +1,440,439 | Information Technology |
| 3 |  GOOGL ALPHABET INC | 6.88% | Reduced | $856M | 2,396,352 | -275,469 | Communication Services |
| 4 |  TTMI TTM TECHNOLOGIES INC | 6.35% | Increased | $791M | 4,230,575 | +716,015 | Information Technology |
| 5 |  ALAB ASTERA LABS INC | 6.08% | New | $757M | 1,567,882 | +1,567,882 | Information Technology |
| 6 |  AMZN AMAZON COM INC | 4.68% | Increased | $583M | 2,447,732 | +628,293 | Consumer Discretionary |
| 7 |  GLW CORNING INC | 4.58% | Reduced | $571M | 2,233,999 | -63,425 | Information Technology |
| 8 |  MKSI MKS INC. | 4.54% | Reduced | $566M | 1,271,373 | -35,351 | Industrials |
| 9 |  CLS CELESTICA INC | 4.32% | Reduced | $539M | 1,476,430 | -41,771 | Information Technology |
| 10 |  BE BLOOM ENERGY CORP | 3.91% | Reduced | $487M | 1,608,305 | -45,483 | Industrials |
Portfolio Changes
Buy Positions
New Buy
- ALABASTERA LABS INC
Current 6.08%
+1,567,882Shares
- SNOWSNOWFLAKE INC
Current 1.81%
+884,691Shares
- TWLOTWILIO INC
Current 1.36%
+821,768Shares
- STXSEAGATE TECHNOLOGY HLDNGS PL
Current 1.15%
+148,543Shares
- INTCINTEL CORP
Current 0.29%
+259,903Shares
Additional Buy
- AMDADVANCED MICRO DEVICES INC
+2081.23%
+1,440,439Shares
- TTMITTM TECHNOLOGIES INC
+20.37%
+716,015Shares
- AMZNAMAZON COM INC
+34.53%
+628,293Shares
- COHRCOHERENT CORP
+25.33%
+246,987Shares
- FNFABRINET
+21.84%
+133,499Shares
Sell Positions
Full Exit
- AEISADVANCED ENERGY INDS
Full Exit
0Shares
- RBLXROBLOX CORP
Full Exit
0Shares
- TSEMTOWER SEMICONDUCTOR LTD
Full Exit
0Shares
- CIENCIENA CORP
Full Exit
0Shares
- ARMARM HOLDINGS PLC
Full Exit
0Shares
Partial Exit
- SNDKSANDISK CORP
-25.39%
-203,042Shares
- GOOGLALPHABET INC
-10.31%
-275,469Shares
- GLWCORNING INC
-2.76%
-63,425Shares
- MKSIMKS INC.
-2.71%
-35,351Shares
- CLSCELESTICA INC
-2.75%
-41,771Shares
Other Investor Portfolios
Explore portfolios of other popular investors
