$793Million
Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
---|---|---|---|---|---|---|---|
AGG | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
AMD | ADVANCED MICRO DEVICES INC | 5.19 | 228,393 | 41,222,700 | REDUCED | -68.84 | |
ASML | ASML HOLDING N V | 2.24 | 18,300 | 17,759,600 | NEW | ||
AVGO | BROADCOM INC | 2.60 | 15,600 | 20,676,400 | NEW | ||
BABA | ALIBABA GROUP HLDG LTD | 0.79 | 87,100 | 6,302,560 | NEW | ||
CDNS | CADENCE DESIGN SYSTEM INC | 10.78 | 275,000 | 85,602,000 | NEW | ||
COHR | COHERENT CORP | 3.45 | 452,024 | 27,401,700 | REDUCED | -82.93 | |
COIN | COINBASE GLOBAL INC | 0.80 | 23,900 | 6,336,370 | NEW | ||
DELL | DELL TECHNOLOGIES INC | 1.94 | 134,946 | 15,398,700 | UNCHANGED | 0.00 | |
DIS | DISNEY WALT CO | 2.51 | 162,800 | 19,920,200 | UNCHANGED | 0.00 | |
DQ | DAQO NEW ENERGY CORP | 1.31 | 368,400 | 10,370,500 | REDUCED | -14.64 | |
EDU | NEW ORIENTAL ED & TECHNOLOGY | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
FUTU | FUTU HLDGS LTD | 6.37 | 933,712 | 50,560,500 | NEW | ||
GTLB | GITLAB INC | 0.46 | 62,400 | 3,639,170 | NEW | ||
LITE | LUMENTUM HLDGS INC | 8.79 | 1,472,910 | 69,742,200 | ADDED | 294 | |
MSFT | MICROSOFT CORP | 0.64 | 12,070 | 5,078,090 | UNCHANGED | 0.00 | |
MU | MICRON TECHNOLOGY INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
NVDA | NVIDIA CORPORATION | 4.85 | 42,600 | 38,491,700 | ADDED | 20.68 | |
OLED | UNIVERSAL DISPLAY CORP | 3.23 | 152,055 | 25,613,700 | ADDED | 433 | |
PDD | PDD HOLDINGS INC | 0.54 | 37,210 | 4,325,660 | REDUCED | -80.35 | |
QCOM | QUALCOMM INC | 1.28 | 60,100 | 10,174,900 | REDUCED | -72.17 | |
SNPS | SYNOPSYS INC | 10.43 | 144,900 | 82,810,400 | NEW | ||
TAL | TAL EDUCATION GROUP | 2.99 | 2,088,710 | 23,706,900 | REDUCED | -16.02 | |
TSM | TAIWAN SEMICONDUCTOR MFG LTD | 10.57 | 616,700 | 83,902,000 | ADDED | 119 | |
WDC | WESTERN DIGITAL CORP. | 11.44 | 1,331,330 | 90,850,000 | ADDED | 557 | |
WOLF | WOLFSPEED INC | 3.42 | 921,427 | 27,182,100 | REDUCED | -35.62 | |
YUMC | YUM CHINA HLDGS INC | 0.60 | 119,100 | 4,738,990 | NEW | ||
ARM HOLDINGS PLC | 2.78 | 176,400 | 22,048,200 | REDUCED | -58.68 |