| Issuer | % book | Δ shares | Since add | Conviction | Business | Tags |
|---|
| $WDC · WESTERN DIGITAL CORP | 23.1% | +98% | -44% | Med | Western Digital designs and manufactures data-storage devices, including hard disk drives and flash-based storage for consumer, enterprise, and data-center markets. | NASDAQS&PBitget → |
| $LRCX · LAM RESEARCH CORP | 13.9% | +144% | -36% | Med | Lam Research designs and manufactures wafer-fabrication equipment used by semiconductor makers for etch, deposition, and cleaning processes in the production of integrated circuits. | NASDAQS&PBitget → |
| $TER · TERADYNE INC | 8.3% | +164% | -29% | Med | Teradyne makes automated test equipment for semiconductors and electronic systems and produces industrial and collaborative robots through its Universal Robots and MiR businesses. | NASDAQS&PCitriniBitget → |
| $NOK · NOKIA CORP | 0.0% | +87% | -28% | Low | Finnish telecom network equipment maker | CitriniSerenityBitget → |
| Issuer | % book | Since entry | Business | Tags |
|---|
| $WDC · WESTERN DIGITAL CORP | 23.1% | +32% Q1 '26 | Western Digital designs and manufactures data-storage devices, including hard disk drives and flash-based storage for consumer, enterprise, and data-center markets. | NASDAQS&PBitget → |
| $LRCX · LAM RESEARCH CORP | 13.9% | +30% Q1 '26 | Lam Research designs and manufactures wafer-fabrication equipment used by semiconductor makers for etch, deposition, and cleaning processes in the production of integrated circuits. | NASDAQS&PBitget → |
| $GLW · CORNING INC | 8.6% | +2% Q1 '26 | A materials-science company that makes specialty glass, ceramics, and optical fiber for displays, telecommunications, life sciences, automotive, and mobile devices. | S&PSerenityBitget → |
| $TER · TERADYNE INC | 8.3% | +16% Q1 '26 | Teradyne makes automated test equipment for semiconductors and electronic systems and produces industrial and collaborative robots through its Universal Robots and MiR businesses. | NASDAQS&PCitriniBitget → |
| $MU · MICRON TECHNOLOGY INC | 8.1% | +176% Q1 '26 | Micron Technology designs and manufactures memory and storage products, including DRAM, NAND flash, and related memory technologies used in computing, data centers, mobile, automotive, and networking. | NASDAQS&PCitriniSerenityBitget → |
| $TSM · TAIWAN SEMICONDUCTOR MANUFAC | 7.8% | +25% Q1 '26 | Taiwan Semiconductor Manufacturing (TSMC) is the world's largest dedicated semiconductor foundry, manufacturing advanced logic chips on a contract basis for fabless chip designers. | CitriniSerenityBitget → |
| $SNDK · SANDISK CORP | 7.1% | +120% Q1 '26 | SanDisk designs and produces flash memory storage products, including solid-state drives, memory cards, and USB drives for consumer and enterprise use. | NASDAQS&PCitriniSerenityBitget → |
| SEAGATE TECHNOLOGY HLDNGS PL | 7.0% | — | Seagate Technology designs and manufactures hard disk drives and data storage systems and solutions for enterprise, cloud, and consumer markets. | |
| $AMAT · APPLIED MATLS INC | 5.3% | +26% Q1 '26 | Applied Materials makes equipment, software, and services used to manufacture semiconductor chips, displays, and other advanced electronic devices. | NASDAQS&PCitriniBitget → |
| $ASML · ASML HLDG NV | 5.0% | +25% Q1 '26 | ASML is a Netherlands-based supplier of photolithography systems, including EUV machines, essential for manufacturing advanced semiconductor chips. | NASDAQSerenityBitget → |