| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 18 | 338,275 | TSM, TSLA, 0A2X.IL, SNPS | 13F-HR | 11/7/2024 | 000117266124004502 |
| Q2 2024 | 22 | 716,893 | WDC, CDNS, NVDA, TSM | 13F-HR | 7/26/2024 | 000117266124002932 |
| Q1 2024 | 25 | 793,855 | WDC, CDNS, TSM, SNPS | 13F-HR | 5/13/2024 | 000117266124002173 |
| Q4 2023 | 19 | 569,619 | COHR, AMD, WOLF, ARM | 13F-HR | 1/22/2024 | 000117266124000296 |
| Q3 2023 | 16 | 420,988 | NVDA, AMD, COHR, MRVL | 13F-HR | 10/19/2023 | 000117266123003450 |
| Q2 2023 | 17 | 505,739 | NVDA, AMD, WDC, SMCI | 13F-HR | 8/3/2023 | 000117266123002719 |
| Q1 2023 | 16 | 445,603 | MU, EDU, MRVL, GRAB | 13F-HR | 4/20/2023 | 000117266123001738 |
| Q4 2022 | 15 | 738,984 | EDU, QCOM, AMD, MU | 13F-HR | 1/27/2023 | 000117266123000326 |
| Q3 2022 | 12 | 393,649 | EDU, GRAB, QCOM, AVGO | 13F-HR | 11/4/2022 | 000117266122002286 |
| Q2 2022 | 15 | 255,036 | 0A2X.IL, ON, BZ, LEGN | 13F-HR | 8/15/2022 | 000117266122001889 |
| Q1 2022 | 15 | 273,060 | ON, 0A2X.IL, LEGN, 0FUT.IL | 13F-HR | 5/5/2022 | 000117266122001172 |
| Q4 2021 | 9 | 144,030 | ON, LEGN, NTES, JD | 13F-HR | 2/14/2022 | 000117266122000593 |
| Q3 2021 | 12 | 114,171 | ON, LEGN, MRVL, ALGM | 13F-HR | 11/3/2021 | 000117266121002100 |
| Q2 2021 | 18 | 190,123 | 0FUT.IL, EDU, LEGN, XLNX | 13F-HR | 8/16/2021 | 000117266121001719 |
| Q1 2021 | 11 | 126,909 | 0FUT.IL, MRVL, LEGN, 0LQ0.IL | 13F-HR | 4/21/2021 | 000117266121001030 |
| Q4 2020 | 15 | 135,717 | 0FUT.IL, MRVL, LEGN, DIS | 13F-HR | 2/3/2021 | 000117266121000229 |