CIK: 0001797217
Total reported value
$429.7M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SE | Sea Ltd-adr | Stock-Comm Services | 33.63% | — | +189.63% | |
| 2 | ✓ | Cree INC | Stock-Other | 17.41% | — | +18.13% | |
| 3 | ACMR | Acm Research Inc-class A | Stock-Other | 13.11% | — | -45.38% | |
| 4 | WDC | Western Digital CORP | Stock-Tech | 11.37% | — | -3.45% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 9.65% | — | +98.03% | |
| 6 | QRVO | Qorvo INC | Stock-Tech | 7.94% | — | — | |
| 7 | STX | Seagate Technology Holdings plc | Stock-Tech | 6.89% | — | +11.58% |