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#TickerCompanySharesShare of this fund's holdingsvs last quarter
1NVDANVIDIA CORPORATION28.6M4.9%−7%
2AAPLAPPLE INC12.7M3.2%−19%
3GOOGLALPHABET INC9.2M2.8%−12%
4AVGOBROADCOM INC7.9M2.6%−11%
5MUMICRON TECHNOLOGY INC2.3M2.3%−10%
6AMZNAMAZON COM INC10.1M2.1%+2%
7MSFTMICROSOFT CORP5.2M1.7%−24%
8LRCXLAM RESEARCH CORP3.8M1.4%−5%
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.