SEMI Holdings List

As of Jun 20, 2025

No.	Symbol	Name	% Weight	Shares
1	NVDA	NVIDIA Corporation	17.80%	29,024
2	MSFT	Microsoft Corporation	11.52%	5,658
3	AVGO	Broadcom Inc.	9.42%	8,835
4	AAPL	Apple Inc.	8.91%	10,392
5	AMZN	Amazon.com, Inc.	4.01%	4,484
6	META	Meta Platforms, Inc.	3.63%	1,249
7	LRCX	Lam Research Corporation	3.56%	9,236
8	GOOGL	Alphabet Inc.	3.43%	4,827
9	TSM	Taiwan Semiconductor Manufacturing Company Limited	3.23%	3,621
10	V	Visa Inc.	2.54%	1,758
11	SNPS	Synopsys, Inc.	2.24%	1,117
12	NFLX	Netflix, Inc.	2.16%	411
13	MA	Mastercard Incorporated	2.04%	898
14	ASML	ASML Holding N.V.	2.02%	627
15	CRWD	CrowdStrike Holdings, Inc.	1.88%	924
16	ORCL	Oracle Corporation	1.75%	2,000
17	INTU	Intuit Inc.	1.67%	515
18	AMAT	Applied Materials, Inc.	1.55%	2,145
19	NOW	ServiceNow, Inc.	1.39%	335
20	n/a	Goldman Finl Sq Trsry Inst 506	1.18%	275,788
21	CRM	Salesforce, Inc.	1.11%	1,000
22	ADI	Analog Devices, Inc.	1.08%	1,106
23	UBER	Uber Technologies, Inc.	1.07%	3,003
24	PANW	Palo Alto Networks, Inc.	0.99%	1,166
25	MU	Micron Technology, Inc.	0.92%	1,748
26	CSCO	Cisco Systems, Inc.	0.92%	3,254
27	NXPI	NXP Semiconductors N.V.	0.89%	994
28	MRVL	Marvell Technology, Inc.	0.88%	2,810
29	SAP	SAP SE	0.87%	713
30	SHOP	Shopify Inc.	0.87%	1,920
31	ACN	Accenture plc	0.87%	713
32	CDNS	Cadence Design Systems, Inc.	0.80%	639
33	BKNG	Booking Holdings Inc.	0.72%	32
34	ANET	Arista Networks Inc	0.71%	1,928
35	ADBE	Adobe Inc.	0.69%	429
36	MSI	Motorola Solutions, Inc.	0.68%	390

As of Jun 20, 2025