Holdings
| MU MICRON TECHNOLOGY INC | $862.8M | 47.5% | 11,476,523 | — | — | Held |
| BAC BANK OF AMERICA CORP | $374.6M | 20.6% | 12,358,987 | — | — | Held |
| META META PLATFORMS INC-CLASS A | $262.3M | 14.4% | 960,300 | −370,700 | −27.9% | Reduced |
| GOOG ALPHABET INC-CL C | $150.5M | 8.3% | 85,900 | — | — | Held |
| AAPL APPLE INC | $100.8M | 5.6% | 759,600 | +759,600 | — | New |
| PDD PDD HOLDINGS INC | $64.5M | 3.6% | 363,165 | +363,165 | — | New |
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.