Allocation by class
Portfolio Concentration
Top 3 weight
14.7%
Top 10 weight
35.2%
Voting Authority Distribution
Total shares with voting rights: 20.81M
Full voting authority
20.81M
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 |
|---|---|---|---|---|---|---|---|
Silicon Motion Technology CorpSOLE | ADR | 147.70K | SH | $49.18M 6.67% | 147.70K | 0.00 | 0.00 |
Celestica IncSOLE | COM | 82.55K | SH | $30.10M 4.08% | 82.55K | 0.00 | 0.00 |
Vicor CorpSOLE | COM | 77.10K | SH | $29.26M 3.97% | 77.10K | 0.00 | 0.00 |
Tower Semiconductor LtdSOLE | COM | 99K | SH | $25.78M 3.50% | 99K | 0.00 | 0.00 |
Kulicke & Soffa Industries IncSOLE | COM | 176.60K | SH | $23.61M 3.20% | 176.60K | 0.00 | 0.00 |
FabrinetSOLE | COM | 41.60K | SH | $23.38M 3.17% | 41.60K | 0.00 | 0.00 |
DigitalOcean Holdings IncSOLE | COM | 147.50K | SH | $23.16M 3.14% | 147.50K | 0.00 | 0.00 |
Micron Technology IncSOLE | COM | 18.10K | SH | $20.83M 2.82% | 18.10K | 0.00 | 0.00 |
Ceva IncSOLE | COM | 369.36K | SH | $17.42M 2.36% | 369.36K | 0.00 | 0.00 |
Pegasystems IncSOLE | COM | 554.45K | SH | $16.61M 2.25% | 554.45K | 0.00 | 0.00 |
Red Violet IncSOLE | COM | 254.25K | SH | $16.21M 2.20% | 254.25K | 0.00 | 0.00 |
Varonis Systems IncSOLE | COM | 380.83K | SH | $15.97M 2.17% | 380.83K | 0.00 | 0.00 |
Alphabet IncSOLE | COM | 44.10K | SH | $15.75M 2.14% | 44.10K | 0.00 | 0.00 |
Arlo Technologies IncSOLE | COM | 1.13M | SH | $15.29M 2.07% | 1.13M | 0.00 | 0.00 |
Arteris IncSOLE | COM | 296.80K | SH | $14.40M 1.95% | 296.80K | 0.00 | 0.00 |
RADWARE LtdSOLE | COM | 456.82K | SH | $14.08M 1.91% | 456.82K | 0.00 | 0.00 |
JFrog LtdSOLE | COM | 153.55K | SH | $13.95M 1.89% | 153.55K | 0.00 | 0.00 |
Vishay Precision Group IncSOLE | COM | 83.75K | SH | $12.53M 1.70% | 83.75K | 0.00 | 0.00 |
Super Micro Computer IncSOLE | COM | 421.60K | SH | $12.37M 1.68% | 421.60K | 0.00 | 0.00 |
Amazon.com IncSOLE | COM | 49.40K | SH | $11.77M 1.60% | 49.40K | 0.00 | 0.00 |
Advanced Micro Devices IncSOLE | COM | 18.82K | SH | $10.92M 1.48% | 18.82K | 0.00 | 0.00 |
Vishay Intertechnology IncSOLE | COM | 180.47K | SH | $9.70M 1.32% | 180.47K | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 25.80K | SH | $9.62M 1.30% | 25.80K | 0.00 | 0.00 |
Leonardo DRS IncSOLE | COM | 219.50K | SH | $9.37M 1.27% | 219.50K | 0.00 | 0.00 |
PDF Solutions IncSOLE | COM | 119.67K | SH | $8.46M 1.15% | 119.67K | 0.00 | 0.00 |