Holdings
| MU MICRON TECHNOLOGY INC | $538.9M | 41.1% | 11,476,523 | +1,567,100 | +15.8% | Added |
| META META PLATFORMS INC-CLASS A | $348.6M | 26.6% | 1,331,000 | +722,100 | +118.6% | Added |
| BAC BANK OF AMERICA CORP | $297.7M | 22.7% | 12,358,987 | — | — | Held |
| GOOG ALPHABET INC-CL C | $126.2M | 9.6% | 85,900 | — | — | 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.