SEMI Holdings List

As of May 5, 2025

No.	Symbol	Name	% Weight	Shares
1	NVDA	NVIDIA Corporation	15.74%	47,539
2	MSFT	Microsoft Corporation	11.76%	9,269
3	AAPL	Apple Inc.	9.85%	17,016
4	AVGO	Broadcom Inc.	8.46%	14,493
5	AMZN	Amazon.com, Inc.	3.99%	7,359
6	GOOGL	Alphabet Inc.	3.78%	7,909
7	META	Meta Platforms, Inc.	3.58%	2,054
8	LRCX	Lam Research Corporation	3.26%	15,147
9	TSM	Taiwan Semiconductor Manufacturing Company Limited	3.04%	5,921
10	V	Visa Inc.	2.93%	2,885
11	SNPS	Synopsys, Inc.	2.54%	1,830
12	MA	Mastercard Incorporated	2.40%	1,473
13	NFLX	Netflix, Inc.	2.19%	664
14	ASML	ASML Holding N.V.	2.07%	1,041
15	CRWD	CrowdStrike Holdings, Inc.	1.93%	1,499
16	AMAT	Applied Materials, Inc.	1.59%	3,525
17	NOW	ServiceNow, Inc.	1.54%	542
18	INTU	Intuit Inc.	1.54%	837
19	ORCL	Oracle Corporation	1.42%	3,265
20	n/a	Goldman Finl Sq Trsry Inst 506	1.37%	469,557
21	CRM	Salesforce, Inc.	1.30%	1,644
22	UBER	Uber Technologies, Inc.	1.22%	4,912
23	PANW	Palo Alto Networks, Inc.	1.05%	1,925
24	ADI	Analog Devices, Inc.	1.05%	1,819
25	SAP	SAP SE	1.03%	1,173
26	ACN	Accenture plc	1.03%	1,150
27	CDNS	Cadence Design Systems, Inc.	0.95%	1,053
28	CSCO	Cisco Systems, Inc.	0.92%	5,324
29	SHOP	Shopify Inc.	0.90%	3,162
30	NXPI	NXP Semiconductors N.V.	0.87%	1,615
31	ANET	Arista Networks Inc	0.83%	3,170
32	BKNG	Booking Holdings Inc.	0.83%	55
33	MRVL	Marvell Technology, Inc.	0.83%	4,604
34	ADBE	Adobe Inc.	0.78%	705
35	MSI	Motorola Solutions, Inc.	0.76%	643
36	MU	Micron Technology, Inc.	0.67%	2,852

As of May 5, 2025