|
MRVL
|
US |
MARVELL TECHNOLOGY INC |
582,588 |
$64M |
15.20% |
-
|
- |
|
NVDA
|
US |
NVIDIA CORP |
328,300 |
$44M |
10.41% |
-
|
- |
|
TSM
|
US |
TAIWAN SEMICONDUCTOR-SP ADR |
223,000 |
$44M |
10.40% |
-
|
- |
|
TXN
|
US |
TEXAS INSTRUMENTS INC |
130,900 |
$25M |
5.80% |
-
|
- |
|
ADI
|
US |
ANALOG DEVICES INC |
115,300 |
$24M |
5.79% |
-
|
- |
|
GLW
|
US |
CORNING INC |
490,600 |
$23M |
5.51% |
-
|
- |
|
ASML
|
US |
ASML HOLDING NV-NY REG SHS |
31,700 |
$22M |
5.19% |
-
|
- |
|
040413205
|
- |
ARISTA NETWORKS INC |
168,700 |
$19M |
4.40% |
-
|
- |
|
TER
|
US |
TERADYNE INC |
147,100 |
$19M |
4.38% |
-
|
- |
|
STX
|
US |
SEAGATE TECHNOLOGY HOLDINGS |
199,500 |
$17M |
4.07% |
-
|
- |
|
SNPS
|
US |
SYNOPSYS INC |
34,700 |
$17M |
3.98% |
-
|
- |
|
ALGM
|
US |
ALLEGRO MICROSYSTEMS INC |
743,144 |
$16M |
3.84% |
-
|
- |
|
KEYS
|
US |
KEYSIGHT TECHNOLOGIES IN |
85,400 |
$14M |
3.24% |
-
|
- |
|
COHR
|
US |
COHERENT CORP |
141,100 |
$13M |
3.16% |
-
|
- |
|
ON
|
US |
ON SEMICONDUCTOR |
211,385 |
$13M |
3.15% |
-
|
- |
|
APH
|
US |
AMPHENOL CORP-CL A |
140,500 |
$10M |
2.31% |
-
|
- |
|
QRVO
|
US |
QORVO INC |
133,100 |
$9M |
2.20% |
-
|
- |
|
NOK
|
US |
NOKIA CORP-SPON ADR |
2,064,700 |
$9M |
2.16% |
-
|
- |
|
AMAT
|
US |
APPLIED MATERIALS INC |
55,200 |
$9M |
2.12% |
-
|
- |
|
MBLY
|
US |
MOBILEYE GLOBAL INC-A |
349,600 |
$7M |
1.65% |
-
|
- |