| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LEVEL 3 COMM | 6,315,826 | 247,201,000 | 23.29% | ||
| 2 | MICRON TECHNOLOGY INC | 9,070,256 | 214,602,000 | 20.22% | ||
| 3 | WESTERN DIGITAL CORP | 1,966,991 | 180,609,000 | 17.01% | ||
| 4 | SK TELECOM LTD | 7,409,139 | 167,224,000 | 15.75% | ||
| 5 | JOHNSON CTLS INTL PLC | 2,314,342 | 109,515,000 | 10.32% | ||
| 6 | NEW ORIENTAL ED & TECH GRP I | 3,682,213 | 108,073,000 | 10.18% | ||
| 7 | APPLIED MATLS INC | 1,250,000 | 25,525,000 | 2.40% | ||
| 8 | INFINERA CORPORATION COM | 965,142 | 8,763,000 | 0.83% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-15-001607, filed 2015.08.06).
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.
