| NVDA | 7.04% | 219.34 | +2.54% | 346,721 | |
| AVGO | 5.44% | 347.30 | +2.29% | 171,368 | |
| LRCX | 5.24% | 269.31 | +0.03% | 201,494 | |
| AMD | 5.16% | 545.09 | +6.36% | 127,323 | |
| MRVL | 5.13% | 240.76 | +4.81% | 276,689 | |
| MU | 5.07% | 977.50 | +5.50% | 59,516 | |
| INTC | 4.63% | 108.80 | +7.67% | 568,702 | |
United Microelectronics Corp ADR | - | 4.24% | - | - | 2,405,760 |
ASML Holding NV ADR | - | 4.17% | - | - | 28,513 |
ASE Technology Holding Co Ltd ADR | - | 4.05% | - | - | 1,219,143 |