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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | INTEL CORP | $22.3M | 505800 | 15.78% |
| 2 | PDD HOLDINGS INC | $19.8M | 193600 | 13.98% |
| 3 | SANDISK CORP | $19.4M | 30564 | 13.73% |
| 4 | LUMENTUM HLDGS INC | $15.2M | 21681 | 10.77% |
| 5 | COHERENT CORP | $12.6M | 52963 | 8.92% |
| 6 | UNITY SOFTWARE INC | $11.4M | 520270 | 8.07% |
| 7 | ECHOSTAR CORP | $8.3M | 71300 | 5.90% |
| 8 | MACOM TECH SOLUTIONS HLDGS I | $6.4M | 28681 | 4.50% |
| 9 | AXT INC | $5.4M | 94822 | 3.82% |
| 10 | ISHARES SILVER TR | $5.4M | 78814 | 3.80% |
| 11 | ISHARES BITCOIN TRUST ETF | $5.1M | 133689 | 3.63% |
| 12 | TTM TECHNOLOGIES INC | $3.2M | 32367 | 2.23% |
| 13 | AMKOR TECHNOLOGY INC | $2.8M | 61600 | 1.96% |
| 14 | TRIP COM GROUP LTD | $1.6M | 31999 | 1.13% |
| 15 | POET TECHNOLOGIES INC | $1.4M | 234030 | 0.98% |
| 16 | AELUMA INC | $961K | 73473 | 0.68% |
| 17 | MAXEON SOLAR TECHNOLOGIES LT | $133K | 88082 | 0.09% |
| 18 | AMPLIFY ETF TR | $19K | 640 | 0.01% |
| 19 | GLOBAL X FDS | $15K | 168 | 0.01% |
| 20 | PROSHARES TR II | $1K | 48 | 0.00% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.