Holdings
| MU MICRON TECHNOLOGY INC | $975.3M | 47.6% | 11,476,523 | — | — | Held |
| BAC BANK OF AMERICA CORP | $509.6M | 24.9% | 12,358,987 | — | — | Held |
| GOOG ALPHABET INC-CL C | $215.3M | 10.5% | 85,900 | — | — | Held |
| META META PLATFORMS INC-CLASS A | $199.1M | 9.7% | 572,600 | — | — | Held |
| AAPL APPLE INC | $104.0M | 5.1% | 759,600 | — | — | Held |
| PDD PDD HOLDINGS INC | $46.1M | 2.3% | 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.