HILLSBOROUGH, CA
Allocation by class
Portfolio Concentration
Top 3 weight
65.1%
Top 10 weight
97.5%
Voting Authority Distribution
Total shares with voting rights: 1.90M
Full voting authority
1.90M
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 |
|---|---|---|---|---|---|---|---|
SANDISK CORPSOLE | COM | 100K | SH | $227.37M 40.50% | 100K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 400K | SH | $80.04M 14.26% | 200K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 100K | SH | $58.09M 10.35% | 100K | 0.00 | 0.00 |
REDDIT INCSOLE | CL A | 200K | SH | $34.72M 6.18% | 100K | 0.00 | 0.00 |
VERTIV HOLDINGS COSOLE | COM CL A | 100K | SH | $33.48M 5.96% | 100K | 0.00 | 0.00 |
SILICON MOTION TECHNOLOGY COSOLE | SPONSORED ADR | 100K | SH | $33.33M 5.94% | 100K | 0.00 | 0.00 |
BLOOM ENERGY CORPSOLE | COM CL A | 100K | SH | $30.27M 5.39% | 100K | 0.00 | 0.00 |
VIAVI SOLUTIONS INCSOLE | COM | 500K | SH | $23.88M 4.25% | 500K | 0.00 | 0.00 |
VICTORIAS SECRET AND COSOLE | COMMON STOCK | 200K | SH | $16.70M 2.97% | 200K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 100K | SH | $9.60M 1.71% | 100K | 0.00 | 0.00 |
LEMONADE INCSOLE | COM | 100K | SH | $6.50M 1.16% | 100K | 0.00 | 0.00 |
BANDWIDTH INCSOLE | COM CL A | 100K | SH | $6.33M 1.13% | 100K | 0.00 | 0.00 |
SOUND GROUP INCSOLE | SPONSORED ADS | 100K | SH | $1.12M 0.20% | 100K | 0.00 | 0.00 |