Top 10 Holdings (72.5% of portfolio)
| # | Ticker | Name | Sector | Weight |
|---|
| 1 | TSM | Taiwan Semiconductor Manufacturing Co L | Information Technology | 9.92% |
| 2 | AVGO | Avago Technologi | Information Technology | 9.90% |
| 3 | NVDA | Nvidia Corp. | Information Technology | 9.84% |
| 4 | ASML:AS | Asml Holding Nv Common Stock EUR.09 | Unknown | 9.09% |
| 5 | MU | Micron Technology, Inc. | Information Technology | 7.06% |
| 6 | AMD | Advanced Micro Devices Inc. | Information Technology | 6.62% |
| 7 | 000660:KR | Sk Hynix Inc | Unknown | 6.54% |
| 8 | INTC:AR | Intel Corp | Unknown | 5.04% |
| 9 | ANET | Arista Networks Inc. | Unknown | 4.76% |
| 10 | ARM | Arm Holdings Plc Adr USD.001 | Information Technology | 3.72% |
