CENTRAL, K3
Allocation by class
Portfolio Concentration
Top 3 weight
53.3%
Top 10 weight
98.9%
Voting Authority Distribution
Total shares with voting rights: 15.26M
Full voting authority
15.26M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Lumentum Holdings IncSOLE | COM | 195.68K | SH | $137.52M 19.20% | 195.68K | 0.00 | 0.00 |
SanDisk CorpSOLE | COM | 192.75K | SH | $122.46M 17.10% | 192.75K | 0.00 | 0.00 |
Ciena CorpSOLE | COM NEW | 313.44K | SH | $121.69M 16.99% | 313.44K | 0.00 | 0.00 |
Circle Internet Group IncSOLE | COM CL A | 1.21M | SH | $115.66M 16.15% | 1.21M | 0.00 | 0.00 |
PDD Holdings IncSOLE | SPONSORED ADS | 502.93K | SH | $51.39M 7.17% | 502.93K | 0.00 | 0.00 |
SolarEdge Technologies IncSOLE | COM | 936.22K | SH | $47.79M 6.67% | 936.22K | 0.00 | 0.00 |
Venture Global IncSOLE | COM CL A | 2.63M | SH | $41.47M 5.79% | 2.63M | 0.00 | 0.00 |
STAAR Surgical CoSOLE | COM PAR $0.01 | 1.60M | SH | $29.95M 4.18% | 1.60M | 0.00 | 0.00 |
AXT IncSOLE | COM | 463.23K | SH | $26.39M 3.68% | 463.23K | 0.00 | 0.00 |
SuperX AI Technology LtdSOLE | USD ORD SHS NEW | 1.80M | SH | $14.40M 2.01% | 1.80M | 0.00 | 0.00 |
Brera Holdings PLCSOLE | COM CL B NEW | 4.92M | SH | $3.86M 0.54% | 4.92M | 0.00 | 0.00 |
Kingsoft Cloud Holdings LtdSOLE | ADS | 102.88K | SH | $1.37M 0.19% | 102.88K | 0.00 | 0.00 |
Micron Technology IncSOLE | COM | 3.58K | SH | $1.21M 0.17% | 3.58K | 0.00 | 0.00 |
Lexinfintech Holdings LtdSOLE | ADR | 379.54K | SH | $827.4K 0.12% | 379.54K | 0.00 | 0.00 |
Intel CorpSOLE | COM | 6.31K | SH | $278.5K 0.04% | 6.31K | 0.00 | 0.00 |