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Adviser Profile

Exempt Reporting Adviser

2B(3)- PF>150mn act solely as an adviser to private funds but you are no longer eligible to check box 2.B.(2) because you have assets under management, as defined in rule 203(m)-1, in the United States of $150 million or more

Private Fund GAV* 0
SMA’s No
Private Funds 0 3

Private Funds

Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker15675D103 Stock NameCEREBRAS SYSTEMS INC $ Position$39,990,613 % Position24.00% $ Change # Change
Stck Ticker874039100 Stock NameTAIWAN SEMICONDUCTOR MANUFAC $ Position$15,608,898 % Position10.00% $ Change113.00% # Change51.00%
Stck Ticker512807306 Stock NameLAM RESEARCH CORP $ Position$14,695,954 % Position9.00% $ Change267.00% # Change81.00%
Stck Ticker007903107 Stock NameADVANCED MICRO DEVICES INC $ Position$12,717,282 % Position8.00% $ Change48.00% # Change-48.00%
Stck Ticker67066G104 Stock NameNVIDIA CORPORATION $ Position$13,577,707 % Position8.00% $ Change2.00% # Change-11.00%
Stck Ticker880770102 Stock NameTERADYNE INC $ Position$10,659,963 % Position7.00% $ Change75.00% # Change7.00%
Stck Ticker595112103 Stock NameMICRON TECHNOLOGY INC $ Position$9,003,462 % Position6.00% $ Change1107.00% # Change253.00%
Stck Ticker654902204 Stock NameNOKIA CORP $ Position$7,820,897 % Position5.00% $ Change # Change
Stck Ticker518415104 Stock NameLATTICE SEMICONDUCTOR CORP $ Position$8,240,414 % Position5.00% $ Change154.00% # Change54.00%
Stck Ticker573874104 Stock NameMARVELL TECHNOLOGY INC $ Position$7,756,758 % Position5.00% $ Change75.00% # Change-42.00%