CIK: 0001843115
Total reported value
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| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 19.52% | — | — | |
| 2 | APLD | Applied Digital CORP | Stock-Tech | 15.10% | — | — | |
| 3 | FN | Fabrinet | Stock-Tech | 14.84% | — | — | |
| 4 | AMZN | Amazon.com INC | Stock-Consumer Disc | 13.04% | — | — | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 9.17% | — | — | |
| 6 | GTLB | Gitlab Inc-cl A | Stock-Tech | 8.05% | — | — | |
| 7 | AAOI | Applied Optoelectronics INC | Stock-Tech | 6.22% | — | — | |
| 8 | AMD | Advanced Micro Devices | Stock-Tech | 4.71% | — | — | |
| 9 | AMKR | Amkor Technology INC | Stock-Tech | 4.45% | — | — | |
| 10 | LITE | Lumentum Holdings INC | Stock-Tech | 2.23% | — | — | |
| 11 | APPS | Digital Turbine INC | Stock-Other | 1.83% | — | +50.67% | |
| 12 | ANETEUR | Arista Networks INC | Stock-Other | 0.83% | — | — |