LONDON, X0
Allocation by class
Portfolio Concentration
Top 3 weight
43.1%
Top 10 weight
89.6%
Voting Authority Distribution
Total shares with voting rights: 905.80K
Full voting authority
905.80K
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 |
|---|---|---|---|---|---|---|---|
BROADCOM INCSOLE | COM | 175.80K | SH | $66.41M 17.96% | 175.80K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 41.76K | SH | $48.21M 13.04% | 41.76K | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 52.03K | SH | $44.64M 12.07% | 52.03K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 59.10K | SH | $38.76M 10.48% | 59.10K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 119.50K | SH | $35.60M 9.63% | 119.50K | 0.00 | 0.00 |
CIENA CORPSOLE | COM NEW | 62.93K | SH | $30.87M 8.35% | 62.93K | 0.00 | 0.00 |
ASTERA LABS INCSOLE | COM | 46.20K | SH | $22.32M 6.03% | 46.20K | 0.00 | 0.00 |
COHERENT CORPSOLE | COM | 43K | SH | $16.96M 4.59% | 43K | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM SHS | 86K | SH | $14.61M 3.95% | 86K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 36.98K | SH | $13.07M 3.53% | 36.98K | 0.00 | 0.00 |
VERTIV HOLDINGS COSOLE | COM CL A | 37.10K | SH | $12.42M 3.36% | 37.10K | 0.00 | 0.00 |
CREDO TECHNOLOGY GROUP HOLDISOLE | ORDINARY SHARES | 41.10K | SH | $11.18M 3.02% | 41.10K | 0.00 | 0.00 |
SPACE EXPLORATION TECHN CORPSOLE | CLASS A COM STK | 34.50K | SH | $5.89M 1.59% | 34.50K | 0.00 | 0.00 |
AMKOR TECHNOLOGY INCSOLE | COM | 41K | SH | $3.54M 0.96% | 41K | 0.00 | 0.00 |
BLOOM ENERGY CORPSOLE | COM CL A | 8.10K | SH | $2.45M 0.66% | 8.10K | 0.00 | 0.00 |
ROBINHOOD MKTS INCSOLE | COM CL A | 19K | SH | $1.91M 0.52% | 19K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 1.70K | SH | $987.5K 0.27% | 1.70K | 0.00 | 0.00 |