| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FACEBOOK INC | 108,146 | 13,872,000 | 11.58% | ||
| 2 | MICRON TECHNOLOGY INC | 768,277 | 13,660,000 | 11.40% | ||
| 3 | WESTERN DIGITAL CORP | 165,911 | 9,701,000 | 8.10% | ||
| 4 | ADVANCED MICRO DEVICES INC COM | 1,138,897 | 7,870,000 | 6.57% | ||
| 5 | T-MOBILE | 156,740 | 7,323,000 | 6.11% | ||
| 6 | BROADCOM LTD | 41,299 | 7,125,000 | 5.95% | ||
| 7 | LINEAR TECH | 113,537 | 6,732,000 | 5.62% | ||
| 8 | ALIBABA GROUP HLDG LTD | 62,936 | 6,658,000 | 5.56% | ||
| 9 | YY INC | 113,919 | 6,070,000 | 5.07% | ||
| 10 | CIRRUS LOGIC INC COM | 99,293 | 5,277,000 | 4.40% | ||
| 11 | UNIVERSAL DISPLAY CORP | 88,795 | 4,929,000 | 4.11% | ||
| 12 | CHINA MOBILE LIMITED | 75,449 | 4,642,000 | 3.87% | ||
| 13 | MONOLITHIC PWR SYS INC COM | 55,413 | 4,461,000 | 3.72% | ||
| 14 | SEAGATE TECHNOLOGY PLC | 113,478 | 4,375,000 | 3.65% | ||
| 15 | LINKEDIN CORP COM CL A | 19,239 | 3,677,000 | 3.07% | ||
| 16 | GAMESTOP CORP NEW CL A | 131,520 | 3,629,000 | 3.03% | ||
| 17 | OCLARO INC | 323,360 | 2,765,000 | 2.31% | ||
| 18 | APPLE INC | 24,400 | 2,758,000 | 2.30% | ||
| 19 | APPLIED MICRO CIRCUITS CORP | 350,520 | 2,436,000 | 2.03% | ||
| 20 | INPHI CORP | 30,756 | 1,338,000 | 1.12% | ||
| 21 | NRG YIELD INC | 25,140 | 410,000 | 0.34% | ||
| 22 | SUNRUN INC | 11,325 | 71,000 | 0.06% | ||
| 23 | ENPHASE ENERGY INC | 33,270 | 39,000 | 0.03% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-16-086139, filed 2016.11.14).
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.
