Allocation by class
Portfolio Concentration
Top 3 weight
100.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 420K
Full voting authority
420K
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 |
|---|---|---|---|---|---|---|---|
LUMENTUM HLDGS INCSOLE | COM | 200K | SH | $140.55M 50.14% | 200K | 0.00 | 0.00 |
SANDISK CORPSOLE | COM | 220K | SH | $139.77M 49.86% | 220K | 0.00 | 0.00 |