$323Million
Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
---|---|---|---|---|---|---|---|
AAOI | APPLIED OPTOELECTRONICS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
AMD | ADVANCED MICRO DEVICES INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
APH | AMPHENOL CORP NEW | 10.14 | 284,492 | 32,816,200 | NEW | ||
CFLT | CONFLUENT INC | 16.31 | 1,729,400 | 52,781,200 | REDUCED | -35.06 | |
ESTC | ELASITC N V | 6.05 | 195,372 | 19,584,100 | NEW | ||
FROG | JFROG LTD | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
GCT | GIGACLOUD TECHNOLOGY INC | 6.18 | 748,573 | 20,001,900 | NEW | ||
HCP | HASHICORP INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
INFA | INFORMATICA INC | 9.52 | 880,141 | 30,804,900 | ADDED | 3.04 | |
INTC | INTEL CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
MSFT | MICROSOFT CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
NVDA | NVIDIA CORP | 20.12 | 72,060 | 65,110,500 | NEW | ||
PLTR | PALANTIR TECHNOLOGIES INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
SNOW | SNOWFLAKE INC | 20.03 | 401,129 | 64,822,400 | ADDED | 356 | |
STAA | STAAR SURGICAL CO | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
TSLA | TESLA INC | 11.66 | 214,760 | 37,752,700 | ADDED | 187 | |
ARM HOLDINGS PLC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 |