|
GOOGL
|
US |
ALPHABET INC-CL A |
157,700 |
$30M |
16.48% |
100.0%
|
- |
|
TER
|
US |
TERADYNE INC |
170,776 |
$22M |
11.87% |
100.0%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
115,284 |
$15M |
8.55% |
-66.7%
|
- |
|
MRVL
|
US |
MARVELL TECHNOLOGY INC |
124,296 |
$14M |
7.58% |
353.6%
|
- |
|
GM
|
US |
GENERAL MOTORS CO |
220,775 |
$12M |
6.49% |
180.5%
|
- |
|
FDX
|
US |
FEDEX CORP |
33,700 |
$9M |
5.23% |
100.0%
|
- |
|
TSM
|
US |
TAIWAN SEMICONDUCTOR-SP ADR |
47,269 |
$9M |
5.15% |
-74.7%
|
- |
|
JBHT
|
US |
HUNT (JB) TRANSPRT SVCS INC |
48,399 |
$8M |
4.56% |
100.0%
|
- |
|
COHR
|
US |
COHERENT CORP |
61,547 |
$6M |
3.22% |
-78.2%
|
- |
|
DD
|
US |
DUPONT DE NEMOURS INC |
74,492 |
$6M |
3.14% |
-8.1%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
23,589 |
$5M |
2.86% |
-53.0%
|
- |
|
UBER
|
US |
UBER TECHNOLOGIES INC |
81,000 |
$5M |
2.70% |
-39.0%
|
- |
|
NFLX
|
US |
NETFLIX INC |
5,300 |
$5M |
2.61% |
-71.4%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
7,800 |
$5M |
2.52% |
-49.8%
|
- |
|
LITE
|
US |
LUMENTUM HOLDINGS INC |
44,631 |
$4M |
2.07% |
100.0%
|
- |
|
TXN
|
US |
TEXAS INSTRUMENTS INC |
17,769 |
$3M |
1.84% |
-65.4%
|
- |
|
NUE
|
US |
NUCOR CORP |
28,091 |
$3M |
1.81% |
-4.5%
|
- |
|
EXPE
|
US |
EXPEDIA GROUP INC |
15,700 |
$3M |
1.61% |
100.0%
|
- |
|
BKNG
|
US |
BOOKING HOLDINGS INC |
500 |
$2M |
1.37% |
100.0%
|
- |
|
LYFT
|
US |
LYFT INC-A |
189,900 |
$2M |
1.35% |
100.0%
|
- |