TOKYO, M0
Allocation by class
Portfolio Concentration
Top 3 weight
26.5%
Top 10 weight
42.5%
Voting Authority Distribution
Total shares with voting rights: 148.59K
Full voting authority
148.59K
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 |
|---|---|---|---|---|---|---|---|
APPLIED MATLS INCDFND | COM | 5.37K | SH | $3.88M 11.86% | 5.37K | 0.00 | 0.00 |
BROADCOM INCDFND | COM | 8.94K | SH | $3.38M 10.32% | 8.94K | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 7.14K | SH | $1.43M 4.37% | 7.14K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCDFND | COM | 983.00 | SH | $1.13M 3.47% | 983.00 | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCDFND | COM | 1.43K | SH | $830.1K 2.54% | 1.43K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCDFND | COM | 2.76K | SH | $823.1K 2.52% | 2.76K | 0.00 | 0.00 |
SPACE EXPLORATION TECHN CORPDFND | CLASS A COM STK | 4K | SH | $683.4K 2.09% | 4K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCDFND | COM | 1.81K | SH | $619.0K 1.89% | 1.81K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 1.60K | SH | $572.9K 1.75% | 1.60K | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 2.35K | SH | $558.9K 1.71% | 2.35K | 0.00 | 0.00 |
CEREBRAS SYSTEMS INCDFND | COM CL A | 2.50K | SH | $552.5K 1.69% | 2.50K | 0.00 | 0.00 |
COHERENT CORPDFND | COM | 1.39K | SH | $548.3K 1.68% | 1.39K | 0.00 | 0.00 |
ASML HLDG NVDFND | N Y REGISTRY SHS | 275.00 | SH | $547.1K 1.67% | 275.00 | 0.00 | 0.00 |
WALMART INCDFND | COM | 4.79K | SH | $542.7K 1.66% | 4.79K | 0.00 | 0.00 |
VERTIV HOLDINGS CODFND | COM CL A | 1.50K | SH | $503.2K 1.54% | 1.50K | 0.00 | 0.00 |
GE VERNOVA INCDFND | COM | 412.00 | SH | $484.0K 1.48% | 412.00 | 0.00 | 0.00 |
SANDISK CORPDFND | COM | 208.00 | SH | $472.9K 1.45% | 208.00 | 0.00 | 0.00 |
WESTERN DIGITAL CORPDFND | COM | 687.00 | SH | $438.8K 1.34% | 687.00 | 0.00 | 0.00 |
QUANTA SVCS INCDFND | COM | 608.00 | SH | $437.8K 1.34% | 608.00 | 0.00 | 0.00 |
KLA CORPDFND | COM NEW | 1.41K | SH | $426.0K 1.30% | 1.41K | 0.00 | 0.00 |
LUMENTUM HLDGS INCDFND | COM | 487.00 | SH | $417.9K 1.28% | 487.00 | 0.00 | 0.00 |
SEAGATE TECHNOLOGY HLDNGS PLDFND | ORD SHS | 415.00 | SH | $400.5K 1.22% | 415.00 | 0.00 | 0.00 |
ASTERA LABS INCDFND | COM | 808.00 | SH | $390.3K 1.19% | 808.00 | 0.00 | 0.00 |
ARISTA NETWORKS INCDFND | COM SHS | 2.16K | SH | $366.8K 1.12% | 2.16K | 0.00 | 0.00 |
KEYSIGHT TECHNOLOGIES INCDFND | COM | 1.04K | SH | $363.7K 1.11% | 1.04K | 0.00 | 0.00 |