 MICRON TECHNOLOGY INCMU |
| 20.78% | 13.55% | $313.0M | 271,199 | $78.8M | 233,250 | +37,949+16.27% | Add |
 INTEL CORPINTC |
| 13.17% | 11.2% | $198.4M | 1.4M | $65.1M | 1.5M | -54,902-3.72% | Reduce |
 MARVELL TECHNOLOGY INCMRVL |
| 12.06% | 8.78% | $181.6M | 609,668 | $51.1M | 515,400 | +94,268+18.29% | Add |
| QQUALCOMM INCQCOM |
| 9.78% | — | $147.3M | 797,200 | $0 | 0 | +797,200 | New Buy |
 SYNOPSYS INCSNPS |
| 6.22% | 6.29% | $93.7M | 210,000 | $36.6M | 92,220 | +117,780+127.72% | Add |
| TTERADYNE INCTER |
| 5.72% | 9.05% | $86.2M | 178,178 | $52.6M | 177,505 | +673+0.38% | Add |
 VANECK ETF TRUSTSMH |
| 5.22% | — | $78.7M | 120,000 | $0 | 0 | +120,000 | New Buy |
 BROADCOM INCAVGO |
| 5.01% | — | $75.6M | 200,000 | $0 | 0 | +200,000 | New Buy |
 ARM HOLDINGS PLCARM |
| 3.63% | 7.53% | $54.7M | 154,141 | $43.8M | 289,461 | -135,320-46.75% | Reduce |
 ASML HLDG NVASML |
| 3.12% | 5.23% | $47.0M | 23,614 | $30.4M | 23,014 | +600+2.61% | Add |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 2.85% | 4.8% | $43.0M | 114,500 | $27.9M | 100,500 | +14,000+13.93% | Add |
 ALPHABET INCGOOGL |
| 2.71% | 2.38% | $40.9M | 114,400 | $13.9M | 48,175 | +66,225+137.47% | Add |
| PPTC INC COMPTC |
| 2.53% | 6.86% | $38.1M | 335,142 | $39.9M | 279,909 | +55,233+19.73% | Add |
| EENTEGRIS INCENTG |
| 1.95% | 2.6% | $29.3M | 163,100 | $15.1M | 129,100 | +34,000+26.34% | Add |
| LLATTICE SEMICONDUCTOR CORPLSCC |
| 1.62% | 2.48% | $24.4M | 159,550 | $14.4M | 155,550 | +4,000+2.57% | Add |
| AASTERA LABS INCALAB |
| 1.6% | 4.3% | $24.2M | 50,000 | $25.0M | 228,400 | -178,400-78.11% | Reduce |
| VVIAVI SOLUTIONS INCVIAV |
| 1.58% | 0.37% | $23.9M | 500,000 | $2.1M | 64,600 | +435,400+673.99% | Add |
| CCEREBRAS SYS INC CLASS ACBRS |
| 0.44% | — | $6.6M | 30,000 | $0 | 0 | +30,000 | New Buy |
