| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BROADCOM LTD | 91,318 | 14,191,000 | 15.38% | ||
| 2 | MICRON TECHNOLOGY INC | 715,150 | 9,840,000 | 10.66% | ||
| 3 | FACEBOOK INC | 78,888 | 9,015,000 | 9.77% | ||
| 4 | BAIDU INC | 51,090 | 8,438,000 | 9.14% | ||
| 5 | LINKEDIN CORP COM CL A | 34,839 | 6,593,000 | 7.14% | ||
| 6 | T-MOBILE | 141,880 | 6,139,000 | 6.65% | ||
| 7 | MONOLITHIC PWR SYS INC COM | 86,453 | 5,906,000 | 6.40% | ||
| 8 | ACTIVISION BLIZZARD INC | 120,610 | 4,780,000 | 5.18% | ||
| 9 | SILICON MOTION TECHNOLOGY CO SPONSORED ADR | 83,181 | 3,976,000 | 4.31% | ||
| 10 | CHINA MOBILE LIMITED | 68,359 | 3,958,000 | 4.29% | ||
| 11 | APPLIED MICRO CIRCUITS CORP | 560,175 | 3,596,000 | 3.90% | ||
| 12 | KULICKE & SOFFA INDS INC COM | 290,037 | 3,530,000 | 3.82% | ||
| 13 | CIRRUS LOGIC INC COM | 90,848 | 3,524,000 | 3.82% | ||
| 14 | ADVANCED MICRO DEVICES INC COM | 662,830 | 3,407,000 | 3.69% | ||
| 15 | ELECTRONIC ARTS INC | 33,300 | 2,523,000 | 2.73% | ||
| 16 | HIMAX TECHNOLOGIES INC ADR SPONSORED | 250,027 | 2,065,000 | 2.24% | ||
| 17 | NRG YIELD INC | 27,490 | 418,000 | 0.45% | ||
| 18 | Pattern Energy Group Inc | 12,800 | 294,000 | 0.32% | ||
| 19 | Sunworks Inc | 30,070 | 70,000 | 0.08% | ||
| 20 | RENESOLA LTD | 26,700 | 33,000 | 0.04% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-16-076096, filed 2016.08.12).
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.
