| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | ANGLOGOLD ASHANTI LIMITED | 255,510 | 2,685,410 | 1.78% | ||
| 52 | ISHARES TR | 83,509 | 2,923,650 | 1.93% | ||
| 53 | FORTUNA SILVER MINES INC | 615,217 | 3,463,045 | 2.29% | ||
| 54 | BARRICK GOLD CORP | 276,539 | 4,419,093 | 2.92% | ||
| 55 | APPLIED OPTOELECTRONICS INC COM | 208,260 | 4,881,614 | 3.23% | ||
| 56 | FLIR SYS INC | 139,243 | 5,039,204 | 3.33% | ||
| 57 | SILVER WHEATON CORP | 268,488 | 5,165,150 | 3.42% | ||
| 58 | ACTIVISION BLIZZARD INC | 210,832 | 7,613,143 | 5.04% | ||
| 59 | LG DISPLAY CO LTD | 621,209 | 7,982,535 | 5.28% | ||
| 60 | MICRON TECHNOLOGY INC | 382,441 | 8,383,106 | 5.55% | ||
| 61 | ELECTRONIC ARTS INC | 121,481 | 9,567,843 | 6.33% | ||
| 62 | HARMAN INTL INDS INC | 86,435 | 9,608,114 | 6.36% | ||
| 63 | IRIDIUM COMMUNICATIONS INC | 1,296,483 | 12,446,236 | 8.23% | ||
| 64 | NETSCOUT SYS INC | 400,321 | 12,610,111 | 8.34% | ||
| 65 | APPLIED MICRO CIRCUITS ORD | 1,879,627 | 15,506,922 | 10.26% | ||
| 66 | SKECHERS U S A INC | 739,153 | 18,168,380 | 12.02% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0002059321-25-000037, filed 2025.03.13).
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.
