Holdings
| MU MICRON TECHNOLOGY INC | $1.01B | 51.2% | 11,476,523 | — | — | Held |
| BAC BANK OF AMERICA CORP | $478.2M | 24.2% | 12,358,987 | — | — | Held |
| GOOG ALPHABET INC-CL C | $177.7M | 9.0% | 85,900 | — | — | Held |
| META META PLATFORMS INC-CLASS A | $168.6M | 8.5% | 572,600 | −387,700 | −40.4% | Reduced |
| AAPL APPLE INC | $92.8M | 4.7% | 759,600 | — | — | Held |
| PDD PDD HOLDINGS INC | $48.6M | 2.5% | 363,165 | — | — | Held |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.