CIK: 0002119894
Total reported value
$134.3M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ALAB | Astera Labs INC | Stock-Tech | 11.06% | -7.28% | — | |
| 2 | COHR | Coherent CORP | Stock-Tech | 9.75% | -0.58% | — | |
| 3 | CRDO | Credo Technology Group Holding Ltd | Stock-Tech | 8.20% | -6.36% | — | |
| 4 | MRVL | Marvell Technology INC | Stock-Tech | 7.05% | -4.41% | — | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 6.37% | -0.33% | — | |
| 6 | RKLB | Rocket Lab CORP | Stock-Industrials | 6.19% | -2.45% | — | |
| 7 | APLD | Applied Digital CORP | Stock-Tech | 5.04% | -0.59% | — | |
| 8 | CIEN | Ciena CORP | Stock-Tech | 4.87% | -3.73% | — | |
| 9 | WULF | Terawulf INC | Stock-Financials | 4.64% | +2.60% | — | |
| 10 | ASTS | Ast Spacemobile INC | Stock-Tech | 4.42% | -0.14% | — | |
| 11 | ECHO | Echostar Corp-a | Stock-Comm Services | 4.40% | -0.42% | — | |
| 12 | CEG | Constellation Energy | Stock-Utilities | 4.13% | -4.13% | — | |
| 13 | NET | Cloudflare INC - Class A | Stock-Tech | 4.10% | -3.69% | — | |
| 14 | SHOP | Shopify INC - Class A | Stock-Tech | 3.90% | -3.90% | EXIT | |
| 15 | ANET | Arista Networks INC | Stock-Tech | 3.36% | +0.66% | — | |
| 16 | AMD | Advanced Micro Devices | Stock-Tech | 3.22% | -2.87% | — | |
| 17 | CRWD | Crowdstrike Holdings INC - A | Stock-Tech | 2.46% | -2.21% | — | |
| 18 | ZS | Zscaler INC | Stock-Tech | 2.42% | -2.42% | EXIT | |
| 19 | SNOW | Snowflake INC | Stock-Tech | 1.67% | -1.67% | — | |
| 20 | RGTI | Rigetti Computing INC | Stock-Tech | 1.45% | -1.44% | EXIT | |
| 21 | IONQ | Ionq INC | Stock-Tech | 1.30% | -1.30% | EXIT |