Central, K3CIK 18466394 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
7 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Micron Technology Inc | 50.0K | $14.27M | 19.6% | +50.0K | New |
| 2 | Sandisk Corp | 50.0K | $11.87M | 16.3% | +50.0K | New |
| 3 | Coreweave Inc | 165.0K | $11.82M | 16.2% | +165.0K | New |
| 4 | Asml Holding N V |
| 10.0K |
| $10.70M |
| 14.7% |
| +10.0K |
| New |
| 5 | Coherent Corp | 50.0K | $9.23M | 12.7% | 0 | Held |
| 6 | Bloom Energy Corp | 88.0K | $7.65M | 10.5% | +88.0K | New |
| 7 | Lumentum Hldgs Inc | 20.0K | $7.37M | 10.1% | +20.0K | New |