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#TickerCompanySharesShare of this fund's holdingsvs last quarter
1NVDANVIDIA CORPORATION3.0M3.2%+12%
2AAPLAPPLE INC1.6M2.5%No change
3TSMTAIWAN SEMICONDUCTOR MANUFAC836K2.1%+348%
4GOOGLALPHABET INC1.1M2.0%+9%
5MUMICRON TECHNOLOGY INC276K1.7%+13%
6AMZNAMAZON COM INC1.2M1.5%+19%
7MSFTMICROSOFT CORP706K1.4%−13%
8AVGOBROADCOM INC674K1.3%−4%
Ranked by value in the report. Share of this fund's holdings means the position's value as a share of the fund's reported total. It is not a share of any company; that is what a stake percent means.