Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
GOOGL Alphabet Inc	2.1M	$657.6M	8.4%	—	$274.88	+14.18%	2 qtrs	Increased 95
CLS CELESTICA INC	1.9M	$556.5M	7.1%	—	$60.13	+397.93%	7 qtrs	Decreased 0
APP AppLovin Corp	808,356	$544.7M	7.0%	—	$75.56	+818.09%	8 qtrs	Decreased 0
CVNA Carvana Co	1.1M	$451.9M	5.8%	—	$296.79	+44.73%	6 qtrs	Increased 96
AMZN Amazon.com Inc	1.9M	$428.8M	5.5%	—	$190.57	+22.02%	9 qtrs	Increased 77
AVGO Broadcom Inc	1M	$357.1M	4.6%	—	$193.27	+81.01%	7 qtrs	Decreased 0
RBLX ROBLOX Corp	4.1M	$332.6M	4.3%	—	$60.38	+35.48%	6 qtrs	Increased 64
FROG JFrog Ltd	5.3M	$330.9M	4.2%	—	$54.89	+19.28%	3 qtrs	Increased 89
META Meta Platforms Inc	469,713	$310.1M	4.0%	—	$307.25	+116.75%	14 qtrs	Decreased 0
TTMI TTM TECHNOLOGIES INC	4.3M	$295.1M	3.8%	—	$56.19	+25.31%	3 qtrs	Increased 92
SMTC Semtech Corp	3.9M	$287.5M	3.7%	—	$56.37	+33.34%	6 qtrs	Increased 64
FN Fabrinet	616,047	$280.5M	3.6%	—	$208.40	+121.65%	10 qtrs	Decreased 0
MDB MongoDB Inc	599,970	$251.8M	3.2%	—	$228.48	+84.36%	4 qtrs	Increased 62
SITM SITIME CORP	698,539	$246.7M	3.2%	—	$268.93	+35.27%	3 qtrs	Increased 78
SNDK Sandisk Corp/DE	1M	$238.2M	3.0%	—	$240.22	0.00%	1 qtr	New 86
GLW Corning Inc	2.7M	$233.8M	3.0%	—	$60.09	+47.89%	3 qtrs	Increased 54
NVDA NVIDIA Corp	1.2M	$224.1M	2.9%	—	$133.22	+40.78%	13 qtrs	Decreased 0
CIEN Ciena Corp	893,483	$209M	2.7%	—	$105.38	+126.18%	3 qtrs	Decreased 0
COHR Coherent Corp	1.1M	$202.1M	2.6%	—	$140.51	+32.95%	8 qtrs	Increased 86
MELI MercadoLibre Inc	98,175	$197.7M	2.5%	—	$1,838.61	+9.91%	12 qtrs	Increased 77
TSM TAIWAN SEMICONDUCTOR MFG LTD	592,941	$180.2M	2.3%	—	$179.30	+67.08%	8 qtrs	Decreased 0
NU NU HLDGS LTD	10.8M	$180.1M	2.3%	—	$8.97	+88.25%	17 qtrs	Decreased 0
PI IMPINJ INC	887,272	$154.4M	2.0%	—	$116.23	+45.05%	4 qtrs	Decreased 0
DUOL Duolingo Inc	876,646	$153.9M	2.0%	—	$232.14	-23.69%	12 qtrs	Increased 49
MTSI MACOM Technology Solutions Holdings Inc	783,305	$134.2M	1.7%	—	$174.87	0.00%	1 qtr	New 70
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Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

MDBMongoDB Inc

Q2 2025 → Q4 2025+186,996 shares+$179.4M

GLWCorning Inc

Q3 2025 → Q4 2025+794,474 shares+$135.1M

SITMSITIME CORP

Q3 2025 → Q4 2025+295,734 shares+$160.9M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer