Hong Kong, K3CIK 18055914 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
15 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Credo Technology Group Holdi | 100.0K | $14.39M | 15.5% | −2.0K | Reduced |
| 2 | Semtech Corp | 189.5K | $13.97M | 15.1% | +89.5K | Added |
| 3 | Onto Innovation Inc | 86.6K | $13.68M | 14.7% | −23.4K | Reduced |
| 4 | Advanced Micro Devices Inc |
| 49.6K |
| $10.63M |
| 11.5% |
| −362 |
| Reduced |
| 5 | Tower Semiconductor Ltd | 90.3K | $10.60M | 11.4% | +48.3K | Added |
| 6 | Teradyne Inc | 36.1K | $6.99M | 7.5% | −39.9K | Reduced |
| 7 | Lumentum Hldgs Inc | 11.7K | $4.32M | 4.7% | +11.7K | New |
| 8 | Advanced Energy Inds | 18.9K | $3.97M | 4.3% | +18.9K | New |
| 9 | Vicor Corp | 32.0K | $3.51M | 3.8% | +32.0K | New |
| 10 | Fabrinet | 6.3K | $2.88M | 3.1% | −2.1K | Reduced |
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