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 | 39.49% | — | +94.80% | |
| 2 | WOLF* | Wolfspeed INC | Stock-Other | 21.39% | — | — | |
| 3 | QRVO | Qorvo INC | Stock-Tech | 16.74% | — | +103.03% | |
| 4 | WDC | Western Digital CORP | Stock-Tech | 11.63% | — | -20.21% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 10.75% | — | — | |
| 6 | STX | Seagate Technology Holdings plc | Stock-Tech | — | — | -63.55% |