SANTA CLARA, CA
Allocation by class
Portfolio Concentration
Top 3 weight
81.9%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 443.01M
Full voting authority
443.01M
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 |
|---|---|---|---|---|---|---|---|
INTEL CORPSOLE | COM | 214.78M | SH | $9.48B 51.58% | 214.78M | 0.00 | 0.00 |
COREWEAVE INCSOLE | COM CL A | 47.21M | SH | $3.66B 19.91% | 47.21M | 0.00 | 0.00 |
SYNOPSYS INCSOLE | COM | 4.82M | SH | $1.91B 10.40% | 4.82M | 0.00 | 0.00 |
COHERENT CORPSOLE | COM | 7.79M | SH | $1.86B 10.10% | 7.79M | 0.00 | 0.00 |
NOKIA CORPSOLE | SPONSORED ADR | 166.39M | SH | $1.34B 7.28% | 166.39M | 0.00 | 0.00 |
NEBIUS GROUP N.V.SOLE | SHS CLASS A | 1.19M | SH | $123.52M 0.67% | 1.19M | 0.00 | 0.00 |
GENERATE BIOMEDICINES INCSOLE | COM SHS | 833.33K | SH | $10.42M 0.06% | 833.33K | 0.00 | 0.00 |