| As of Date | 03/03/2026 |
| Registration | SEC, Approved, 06/25/1997 |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 646 xxxxxxx |
| Websites |
| AUM* | 55,241,777,722 17% |
| of that, discretionary | 55,241,777,722 17% |
| Number of Employees | 45 5% |
| of those in investment advisory functions | 13 |
| Private Fund GAV* | 0 |
| Avg Account Size | 415,351,712 -6% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Pooled investment vehicles
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker595112103 | Stock NameMICRON TECHNOLOGY INC | $ Position$3,556,508,313 | % Position8.00% | $ Change359.00% | # Change34.00% |
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$2,559,775,981 | % Position6.00% | $ Change91.00% | # Change67.00% |
| Stck Ticker007903107 | Stock NameADVANCED MICRO DEVICES INC | $ Position$2,007,134,672 | % Position5.00% | $ Change231.00% | # Change16.00% |
| Stck Ticker11135F101 | Stock NameBROADCOM INC | $ Position$1,691,038,294 | % Position4.00% | $ Change90.00% | # Change56.00% |
| Stck Ticker458140100 | Stock NameINTEL CORP | $ Position$1,553,770,804 | % Position4.00% | $ Change300.00% | # Change26.00% |
| Stck Ticker512807306 | Stock NameLAM RESEARCH CORP | $ Position$1,202,348,618 | % Position3.00% | $ Change215.00% | # Change55.00% |
| Stck Ticker482480100 | Stock NameKLA CORP | $ Position$1,309,294,380 | % Position3.00% | $ Change243.00% | # Change1574.00% |
| Stck Ticker038222105 | Stock NameAPPLIED MATLS INC | $ Position$1,396,237,356 | % Position3.00% | $ Change160.00% | # Change23.00% |
| Stck Ticker573874104 | Stock NameMARVELL TECHNOLOGY INC | $ Position$1,218,516,662 | % Position3.00% | $ Change189.00% | # Change-4.00% |
| Stck Ticker464287432 | Stock NameISHARES TR | $ Position$1,490,778,531 | % Position3.00% | $ Change-25.00% | # Change-25.00% |