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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | $16.6M | 95141 | 16.57% |
| 2 | MKS INC. | $16.3M | 71028 | 16.30% |
| 3 | KANZHUN LIMITED | $10.1M | 754424 | 10.09% |
| 4 | BROADCOM INC | $9.5M | 30797 | 9.52% |
| 5 | QNITY ELECTRONICS INC | $8.8M | 76315 | 8.79% |
| 6 | GRAB HOLDINGS LIMITED | $5.6M | 1525195 | 5.57% |
| 7 | SANDISK CORP | $5.6M | 8780 | 5.57% |
| 8 | AMAZON COM INC | $5.4M | 25830 | 5.37% |
| 9 | CORNING INC | $4.9M | 35687 | 4.85% |
| 10 | SYNOPSYS INC | $4.8M | 12084 | 4.78% |
| 11 | INTEL CORP | $4.4M | 100047 | 4.41% |
| 12 | ENTEGRIS INC | $4.3M | 36546 | 4.28% |
| 13 | COHERENT CORP | $2.2M | 9047 | 2.15% |
| 14 | ALIBABA GROUP HLDG LTD | $1.7M | 13872 | 1.74% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.