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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | ISHARES INC | $7.9M | 200000 | 16.82% |
| 2 | NVIDIA CORPORATION | $7.3M | 41800 | 15.56% |
| 3 | MICRON TECHNOLOGY INC | $6.5M | 10500 | 13.98% |
| 4 | TERADYNE INC | $4.7M | 15800 | 10.00% |
| 5 | QUANTA SVCS INC | $4.1M | 7500 | 8.79% |
| 6 | GE VERNOVA INC | $3.8M | 4300 | 8.01% |
| 7 | SPDR GOLD TR | $3.0M | 7000 | 6.43% |
| 8 | VERTIV HOLDINGS CO | $2.0M | 8000 | 4.28% |
| 9 | CHENIERE ENERGY INC | $2.0M | 7000 | 4.24% |
| 10 | ASML HLDG NV | $1.6M | 1200 | 3.38% |
| 11 | CORNING INC | $1.4M | 10400 | 3.02% |
| 12 | EXXON MOBIL CORP | $848K | 5000 | 1.81% |
| 13 | CATERPILLAR INC | $779K | 1100 | 1.66% |
| 14 | BLOOM ENERGY CORP | $732K | 5400 | 1.56% |
| 15 | FEDEX CORP | $214K | 600 | 0.46% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.