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A position that was sold out leaves no row in this report, so we cannot name them without the report before it, which we do not hold.
Added to
5, showing 4
CPAYCORPAY INCHolds 2.1M shares3.0% of this fund's holdings
CPNGCOUPANG INCHolds 36.5M shares2.6% of this fund's holdings
INTCINTEL CORPHolds 4.3M shares2.5% of this fund's holdings
XYZBLOCK INCHolds 4.6M shares1.5% of this fund's holdings
Trimmed
19, showing 4
TSMTAIWAN SEMICONDUCTOR MANUFACHolds 4.9M shares9.7% of this fund's holdings
AMZNAMAZON COM INCHolds 9.7M shares9.6% of this fund's holdings
NVDANVIDIA CORPORATIONHolds 11.2M shares9.3% of this fund's holdings
GOOGLALPHABET INCHolds 5.8M shares8.7% of this fund's holdings
We do not hold the report before this one, so we cannot say by how much. Each position is still named as new, added to or trimmed, because the report said so when it was filed.
Top holdings
Reference, not news
Top holdings · 46 positionsSwipe →
#TickerCompanySharesShare of this fund's holdingsvs last quarter
1TSMTAIWAN SEMICONDUCTOR MANUFAC4.9M9.7%Trimmed
2AMZNAMAZON COM INC9.7M9.6%Trimmed
3NVDANVIDIA CORPORATION11.2M9.3%Trimmed
4GOOGLALPHABET INC5.8M8.7%Trimmed
5METAMETA PLATFORMS INC2.8M6.6%Trimmed
6LRCXLAM RESEARCH CORP3.2M5.7%Trimmed
7SESEA LTD12.6M5.0%Trimmed
8AMATAPPLIED MATLS INC1.6M4.9%Held
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.