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Asset Name | Return YTD % (Asset curr.) | Asset Value (Ref. curr.) | % of portfolio | |
|---|---|---|---|---|
| Seagate Technology Holdings PLC | +193.3% | – | 1.4% | |
| Western Digital Corporation | +138.8% | – | 1.0% | |
| Palo Alto Networks, Inc. | +128.0% | – | 1.4% | |
| Teradyne, Inc. | +122.5% | – | 1.0% | |
| Everpure, Inc. Class A | +119.7% | – | 1.9% |