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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | INTEL CORP | $9.48B | 214776632 | 51.58% |
| 2 | COREWEAVE INC | $3.66B | 47213353 | 19.91% |
| 3 | SYNOPSYS INC | $1.91B | 4821717 | 10.40% |
| 4 | COHERENT CORP | $1.86B | 7788161 | 10.10% |
| 5 | NOKIA CORP | $1.34B | 166389351 | 7.28% |
| 6 | NEBIUS GROUP N.V. | $123.5M | 1190476 | 0.67% |
| 7 | GENERATE BIOMEDICINES INC | $10.4M | 833325 | 0.06% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.