Adviser Profile
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Exempt Reporting Adviser
2B(3)- PF>150mn
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| Private Fund GAV* | 0 |
| SMA’s | No |
| Private Funds | 0 1 |
Private Funds
Employees
Top Holdings
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker038222105 | Stock NameAPPLIED MATERIAL ORD | $ Position$158,781,645 | % Position6.00% | $ Change67.00% | # Change-21.00% |
| Stck Ticker007973100 | Stock NameADVANCED ENERGY INDUSTRIES ORD | $ Position$124,145,202 | % Position5.00% | $ Change18.00% | # Change3.00% |
| Stck Ticker032095101 | Stock NameAMPHENOL CL A ORD | $ Position$142,800,334 | % Position5.00% | $ Change45.00% | # Change4.00% |
| Stck Ticker595112103 | Stock NameMICRON TECHNOLOGY ORD | $ Position$137,509,413 | % Position5.00% | $ Change183.00% | # Change-17.00% |
| Stck Ticker67066G104 | Stock NameNVIDIA ORD | $ Position$135,599,792 | % Position5.00% | $ Change4.00% | # Change-10.00% |
| Stck Ticker683344105 | Stock NameONTO INNOVATION ORD | $ Position$126,183,556 | % Position5.00% | $ Change | # Change |
| Stck Ticker874039100 | Stock NameTAIWAN SEMICONDUCTOR MNFTG ADR 5 ORD | $ Position$141,593,297 | % Position5.00% | $ Change38.00% | # Change-2.00% |
| Stck Ticker87305R109 | Stock NameTTM TECHNOLOGIES ORD | $ Position$109,481,695 | % Position4.00% | $ Change | # Change |
| Stck Ticker925550105 | Stock NameVIAVI SOLUTIONS ORD | $ Position$108,252,449 | % Position4.00% | $ Change18.00% | # Change-18.00% |
| Stck TickerN97284108 | Stock NameNEBIUS CL A ORD | $ Position$98,366,507 | % Position4.00% | $ Change | # Change |