Allocation by class
Portfolio Concentration
Top 3 weight
43.0%
Top 10 weight
87.4%
Voting Authority Distribution
Total shares with voting rights: 2.79M
Full voting authority
2.79M
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 |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 95.14K | SH | $16.59M 16.57% | 95.14K | 0.00 | 0.00 |
MKS INC.SOLE | COM | 71.03K | SH | $16.32M 16.30% | 71.03K | 0.00 | 0.00 |
KANZHUN LIMITEDSOLE | SPONSORED ADS | 754.42K | SH | $10.10M 10.09% | 754.42K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 30.80K | SH | $9.53M 9.52% | 30.80K | 0.00 | 0.00 |
QNITY ELECTRONICS INCSOLE | COM | 76.31K | SH | $8.81M 8.79% | 76.31K | 0.00 | 0.00 |
GRAB HOLDINGS LIMITEDSOLE | CLASS A ORD | 1.53M | SH | $5.58M 5.57% | 1.53M | 0.00 | 0.00 |
SANDISK CORPSOLE | COM | 8.78K | SH | $5.58M 5.57% | 8.78K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 25.83K | SH | $5.38M 5.37% | 25.83K | 0.00 | 0.00 |
CORNING INCSOLE | COM | 35.69K | SH | $4.85M 4.85% | 35.69K | 0.00 | 0.00 |
SYNOPSYS INCSOLE | COM | 12.08K | SH | $4.79M 4.78% | 12.08K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 100.05K | SH | $4.42M 4.41% | 100.05K | 0.00 | 0.00 |
ENTEGRIS INCSOLE | COM | 36.55K | SH | $4.28M 4.28% | 36.55K | 0.00 | 0.00 |
COHERENT CORPSOLE | COM | 9.05K | SH | $2.16M 2.15% | 9.05K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 13.87K | SH | $1.74M 1.74% | 13.87K | 0.00 | 0.00 |