| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LEVEL 3 COMM | 5,334,981 | 281,954,000 | 23.36% | ||
| 2 | WESTERN DIGITAL CORP | 4,259,775 | 201,232,000 | 16.68% | ||
| 3 | MICRON TECHNOLOGY INC | 16,701,093 | 174,860,000 | 14.49% | ||
| 4 | NVIDIA CORPORATION | 4,442,142 | 158,274,000 | 13.12% | ||
| 5 | Hertz Global Holdings, Inc. | 11,786,783 | 124,115,000 | 10.28% | ||
| 6 | SK TELECOM LTD | 6,103,163 | 123,101,000 | 10.20% | ||
| 7 | 58 COM INC | 1,308,762 | 72,833,000 | 6.04% | ||
| 8 | UNITED STATES STL CORP NEW | 4,386,242 | 70,399,000 | 5.83% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-16-003452, filed 2016.04.14).
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.
