| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MICRON TECHNOLOGY INC | 13,920,225 | 247,502,000 | 29.77% | ||
| 2 | NVIDIA CORPORATION | 3,125,247 | 214,142,000 | 25.76% | ||
| 3 | LEVEL 3 COMM | 2,859,266 | 132,613,000 | 15.95% | ||
| 4 | TWITTER INC | 4,376,300 | 100,874,000 | 12.13% | ||
| 5 | HERTZ GLOBAL HLDGS INC | 2,372,702 | 95,288,000 | 11.46% | ||
| 6 | WESTERN DIGITAL CORP | 700,461 | 40,956,000 | 4.93% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-16-004487, filed 2016.10.13).
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.
