CIK: 0001843115
Total reported value
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| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 52.85% | — | — | |
| 2 | SMTC | Semtech CORP | Stock-Tech | 10.83% | — | — | |
| 3 | APLD | Applied Digital CORP | Stock-Tech | 9.56% | — | +153.17% | |
| 4 | CLSEUR | Celestica INC | Stock-Other | 5.68% | — | — | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 5.20% | — | +47.27% | |
| 6 | CAMT | Camtek Ltd. | Stock-Other | 4.04% | — | — | |
| 7 | AMZN | Amazon.com INC | Stock-Consumer Disc | 3.90% | — | -18.11% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.99% | — | — | |
| 9 | AAOI | Applied Optoelectronics INC | Stock-Tech | 1.94% | — | -54.72% | |
| 10 | URA | Global X Uranium ETF | ETF-Other | 1.68% | — | — | |
| 11 | AMD | Advanced Micro Devices | Stock-Tech | 1.52% | — | -4.76% | |
| 12 | CCJ | Cameco CORP | Stock-Energy | 0.82% | — | — |