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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | LUMENTUM HLDGS INC | $33.5M | 47640 | 27.46% |
| 2 | SANDISK CORP | $29.4M | 46330 | 24.14% |
| 3 | TOWER SEMICONDUCTOR LTD | $22.8M | 130200 | 18.74% |
| 4 | NEBIUS GROUP N.V. | $17.8M | 171100 | 14.56% |
| 5 | AXT INC | $6.4M | 112600 | 5.26% |
| 6 | MICRON TECHNOLOGY INC | $4.3M | 12700 | 3.52% |
| 7 | CORNING INC | $4.1M | 29950 | 3.34% |
| 8 | ABRDN PLATINUM ETF TRUST | $3.6M | 20300 | 2.97% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.