| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FACEBOOK INC | 77,263 | 8,816,000 | 13.13% | ||
| 2 | BROADCOM LTD | 48,911 | 7,557,000 | 11.26% | ||
| 3 | YAHOO INC | 170,970 | 6,293,000 | 9.37% | ||
| 4 | MONOLITHIC PWR SYS INC COM | 95,599 | 6,084,000 | 9.06% | ||
| 5 | KULICKE & SOFFA INDS INC COM | 509,176 | 5,764,000 | 8.59% | ||
| 6 | CIRRUS LOGIC INC COM | 125,918 | 4,585,000 | 6.83% | ||
| 7 | SILICON MOTION TECHNOLOGY CO SPONSORED ADR | 106,570 | 4,136,000 | 6.16% | ||
| 8 | T-MOBILE | 107,540 | 4,119,000 | 6.13% | ||
| 9 | ALPHABET INC | 4,761 | 3,547,000 | 5.28% | ||
| 10 | ACTIVISION BLIZZARD INC | 93,050 | 3,149,000 | 4.69% | ||
| 11 | MAXIM INTEGR | 81,713 | 3,005,000 | 4.48% | ||
| 12 | CHINA MOBILE LIMITED | 51,999 | 2,883,000 | 4.29% | ||
| 13 | APPLIED MICRO CIRCUITS CORP | 425,175 | 2,747,000 | 4.09% | ||
| 14 | HIMAX TECHNOLOGIES INC ADR SPONSORED | 234,390 | 2,635,000 | 3.92% | ||
| 15 | ADVANCED MICRO DEVICES INC COM | 310,390 | 885,000 | 1.32% | ||
| 16 | NRG YIELD INC | 27,490 | 373,000 | 0.56% | ||
| 17 | DAQO NEW ENERGY CORP | 11,400 | 212,000 | 0.32% | ||
| 18 | Pattern Energy Group Inc | 11,000 | 210,000 | 0.31% | ||
| 19 | JA SOLAR HOLDINGS COMPANY LIMITED SPON ADR REP5ORD | 16,270 | 140,000 | 0.21% |
Portfolio data is normalized using SEC Form 13F filings, including the Restatement filing (0001140361-16-065169, filed 2016.05.13).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
