13F-HR filing

VALIDATED

Holdings period 2026-03-31 · Filed 2026-05-15 · Accession 0000935836-26-000261

#	Issuer	Class / CUSIP	Kind	Shares	Value
1	ADVANCED MICRO DEVICES INC	COM · 007903107	LONG	219,251	$44.6 million
2	ALPHABET INC	CAP STK CL A · 02079K305	LONG	42,500	$12.2 million
3	AMAZON COM INC	COM · 023135106	LONG	124,800	$26.0 million
4	AMKOR TECHNOLOGY INC	COM · 031652100	LONG	406,990	$18.3 million
5	AMPLITUDE INC	COM CL A · 03213A104	LONG	292,844	$2.0 million
6	ANALOG DEVICES INC	COM · 032654105	LONG	10,500	$3.3 million
7	ASML HLDG NV	N Y REGISTRY SHS · N07059210	LONG	10,946	$14.5 million
8	BILL HOLDINGS INC	COM · 090043100	LONG	625,000	$23.9 million
9	BLOOM ENERGY CORP	COM CL A · 093712107	LONG	50,625	$6.9 million
10	BROADCOM INC	COM · 11135F101	LONG	149,800	$46.4 million
11	CELLEBRITE DI LTD	ORDINARY SHARES · M2197Q107	LONG	640,925	$8.8 million
12	CHIME FINL INC	COM SHS CL A · 16935C109	LONG	2,077,615	$38.9 million
13	COUPANG INC	CL A · 22266T109	LONG	1,051,957	$19.9 million
14	DATADOG INC	CL A COM · 23804L103	LONG	40,000	$4.7 million
15	GDS HLDGS LTD	SPONSORED ADS · 36165L108	LONG	71,642	$2.9 million
16	GITLAB INC	CLASS A COM · 37637K108	LONG	1,170,000	$25.3 million
17	JFROG LTD	ORD SHS · M6191J100	LONG	575,000	$27.0 million
18	LUMENTUM HLDGS INC	COM · 55024U109	LONG	2,892	$2.0 million
19	MKS INC.	COM · 55306N104	LONG	122,264	$28.1 million
20	NVIDIA CORP	COM · 67066G104	LONG	272,214	$47.5 million
21	NXP SEMICONDUCTORS N V	COM · N6596X109	LONG	25,500	$5.0 million
22	SAMSARA INC	COM CL A · 79589L106	LONG	384,000	$12.2 million
23	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS · 874039100	PUT	109,200	$36.9 million
24	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS · 874039100	LONG	227,585	$76.9 million