| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SUNEDISON INC | 1,462,060 | 35,090,000 | 7.29% | ||
| 2 | LINEAR TECH | 509,800 | 23,859,000 | 4.96% | ||
| 3 | JINKOSOLAR HLDG CO LTD | 906,445 | 23,242,000 | 4.83% | ||
| 4 | SUNPOWER CORP | 614,104 | 19,228,000 | 3.99% | ||
| 5 | ON SEMICONDUCTOR CORP | 1,496,222 | 18,119,000 | 3.76% | ||
| 6 | CANADIAN SOLAR INC | 540,110 | 18,034,000 | 3.75% | ||
| 7 | TRINA SOLAR LIMITED | 1,472,072 | 17,798,000 | 3.70% | ||
| 8 | TERRAFORM POWER | 474,484 | 17,323,000 | 3.60% | ||
| 9 | QUALCOMM INC | 240,000 | 16,642,000 | 3.46% | Put | |
| 10 | FAIRCHILD SEMICONDUCTOR INTL | 872,396 | 15,861,000 | 3.30% | ||
| 11 | ADVANCED ENERGY INDS COM | 575,796 | 14,775,000 | 3.07% | ||
| 12 | LAM RESEARCH CORP | 187,071 | 13,139,000 | 2.73% | ||
| 13 | INTEL CORP | 420,000 | 13,134,000 | 2.73% | ||
| 14 | FABRINET SHS | 688,120 | 13,067,000 | 2.71% | ||
| 15 | MICRON TECHNOLOGY INC | 480,400 | 13,033,000 | 2.71% | ||
| 16 | VISHAY INTERTECHNOLOGY INC | 823,070 | 11,375,000 | 2.36% | ||
| 17 | GIGAMON INC | 519,627 | 11,037,000 | 2.29% | ||
| 18 | SOLARCITY CORP | 200,000 | 10,256,000 | 2.13% | ||
| 19 | AMKOR TECHNOLOGY INC | 1,132,214 | 10,003,000 | 2.08% | ||
| 20 | Hewlett Packard Co | 320,000 | 9,972,000 | 2.07% | ||
| 21 | ALTERA CORPORATION | 230,000 | 9,870,000 | 2.05% | ||
| 22 | ATMEL CORP | 1,043,800 | 8,591,000 | 1.78% | ||
| 23 | Royal Gold Inc | 666,249 | 8,575,000 | 1.78% | ||
| 24 | MAXIM INTEGR | 240,339 | 8,366,000 | 1.74% | ||
| 25 | SANDISK CORP | 130,179 | 8,282,000 | 1.72% | ||
| 26 | SEAGATE TECHNOLOGY PLC | 153,244 | 7,973,000 | 1.66% | ||
| 27 | INTERSIL CORP CL A | 530,465 | 7,596,000 | 1.58% | ||
| 28 | ULTRATECH INC | 434,986 | 7,543,000 | 1.57% | ||
| 29 | NXP SEMICONDUCTORS N V | 71,000 | 7,126,000 | 1.48% | ||
| 30 | SEMTECH CORP COM | 262,899 | 7,005,000 | 1.46% | ||
| 31 | DAQO NEW ENERGY CORP | 252,983 | 6,706,000 | 1.39% | ||
| 32 | EXPEDIA INC DEL | 70,000 | 6,589,000 | 1.37% | Put | |
| 33 | Nimble Storage | 293,975 | 6,559,000 | 1.36% | ||
| 34 | JA SOLAR HOLDINGS COMPANY LIMITED SPON ADR REP5ORD | 663,510 | 6,343,000 | 1.32% | ||
| 35 | MELLANOX TECHNOLOGIES LTD | 137,465 | 6,233,000 | 1.30% | ||
| 36 | ASML HOLDING N V N Y REGISTRY SHS | 60,000 | 6,062,000 | 1.26% | Put | |
| 37 | MICROCHIP TECHNOLOGY | 123,043 | 6,017,000 | 1.25% | ||
| 38 | FACEBOOK INC | 70,000 | 5,756,000 | 1.20% | ||
| 39 | ARUBA NETWORKS INC | 216,941 | 5,313,000 | 1.10% | ||
| 40 | APPLIED MATLS INC | 231,600 | 5,225,000 | 1.09% | ||
| 41 | FORTINET | 127,800 | 4,467,000 | 0.93% | ||
| 42 | FIREEYE INC | 100,000 | 3,925,000 | 0.82% | ||
| 43 | INTUIT | 40,000 | 3,878,000 | 0.81% | Put | |
| 44 | MKS INSTRS INC COM | 55,480 | 1,876,000 | 0.39% | ||
| 45 | SOLAREDGE TECHNOLOGIES INC | 20,000 | 439,000 | 0.09% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000919574-15-004057, filed 2015.05.14).
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.
