HILLSBOROUGH, CA
Allocation by class
Portfolio Concentration
Top 3 weight
67.9%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 1M
Full voting authority
1M
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 |
|---|---|---|---|---|---|---|---|
ADVANCED MICRO DEVICES INCSOLE | COM | 150K | SH | $32.12M 28.04% | 150K | 0.00 | 0.00 |
SANDISK CORPSOLE | COM | 100K | SH | $23.74M 20.72% | 100K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 150K | SH | $21.99M 19.19% | 150K | 0.00 | 0.00 |
VERTIV HOLDINGS COSOLE | COM CL A | 100K | SH | $16.20M 14.14% | 100K | 0.00 | 0.00 |
BLOOM ENERGY CORPSOLE | COM CL A | 100K | SH | $8.69M 7.58% | 100K | 0.00 | 0.00 |
LEMONADE INCSOLE | COM | 100K | SH | $7.12M 6.21% | 100K | 0.00 | 0.00 |
VIAVI SOLUTIONS INCSOLE | COM | 200K | SH | $3.56M 3.11% | 200K | 0.00 | 0.00 |
SOUND GROUP INCSOLE | SPONSORED ADS | 100K | SH | $1.16M 1.01% | 100K | 0.00 | 0.00 |