| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | APPLE INC | 132,260 | 15,318,000 | 10.12% | ||
| 2 | AMAZON COM INC | 16,762 | 12,569,000 | 8.30% | ||
| 3 | MICRON TECHNOLOGY INC | 567,798 | 12,446,000 | 8.22% | ||
| 4 | T-MOBILE | 207,561 | 11,937,000 | 7.88% | ||
| 5 | MONOLITHIC PWR SYS INC COM | 142,367 | 11,664,000 | 7.70% | ||
| 6 | OCLARO INC | 1,259,850 | 11,276,000 | 7.45% | ||
| 7 | WESTERN DIGITAL CORP | 136,829 | 9,298,000 | 6.14% | ||
| 8 | LINEAR TECH | 148,775 | 9,276,000 | 6.13% | ||
| 9 | CIRRUS LOGIC INC COM | 163,970 | 9,271,000 | 6.12% | ||
| 10 | ADVANCED MICRO DEVICES INC COM | 734,573 | 8,330,000 | 5.50% | ||
| 11 | BROADCOM LTD | 42,843 | 7,573,000 | 5.00% | ||
| 12 | The Trade Desk, Inc. | 241,471 | 6,682,000 | 4.41% | ||
| 13 | UBIQUITI NETWORKS | 106,213 | 6,139,000 | 4.05% | ||
| 14 | ANALOG DEVICES INC | 80,764 | 5,865,000 | 3.87% | ||
| 15 | MICROCHIP TECHNOLOGY | 83,849 | 5,379,000 | 3.55% | ||
| 16 | UNIVERSAL DISPLAY CORP | 44,748 | 2,519,000 | 1.66% | ||
| 17 | ALIBABA GROUP HLDG LTD | 23,510 | 2,064,000 | 1.36% | ||
| 18 | CHINA MOBILE LIMITED | 37,749 | 1,979,000 | 1.31% | ||
| 19 | NETEASE INC | 6,363 | 1,370,000 | 0.90% | ||
| 20 | NRG YIELD INC | 22,650 | 348,000 | 0.23% | ||
| 21 | SUNRUN INC | 11,305 | 60,000 | 0.04% | ||
| 22 | Sunworks Inc | 17,340 | 35,000 | 0.02% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-17-006103, filed 2017.02.13).
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.
