FELAX Holdings List

No.	Symbol	Name	% Weight	Shares
1	NVDA	NVIDIA Corporation	26.17%	5,492,236
2	AVGO	Broadcom Inc.	14.57%	1,752,417
3	TSM	Taiwan Semiconductor Manufacturing Company Limited	7.05%	1,032,629
4	NXPI	NXP Semiconductors N.V.	6.75%	1,024,175
5	MRVL	Marvell Technology, Inc.	6.07%	2,600,188
6	MPWR	Monolithic Power Systems, Inc.	5.44%	246,685
7	ON	ON Semiconductor Corporation	5.41%	3,421,057
8	LRCX	Lam Research Corporation	5.37%	1,830,160
9	MU	Micron Technology, Inc.	4.90%	1,318,301
10	GFS	GlobalFoundries Inc.	3.53%	3,067,483
11	WDC	Western Digital Corporation	2.79%	1,444,384
12	NVMI	Nova Ltd.	2.44%	294,032
13	ALGM	Allegro MicroSystems, Inc.	1.80%	1,745,614
14	MTSI	MACOM Technology Solutions Holdings, Inc.	1.77%	410,092
15	ALAB	Astera Labs, Inc.	1.65%	604,931
16	SIMO	Silicon Motion Technology Corporation	0.95%	418,000
17	PI	Impinj, Inc.	0.66%	198,259
18	ASML	ASML Holding N.V.	0.52%	21,677
19	AMD	Advanced Micro Devices, Inc.	0.47%	109,400
20	TYO: 285A	Kioxia Holdings Corporation	0.37%	712,600
21	SYNA	Synaptics Incorporated	0.28%	140,821
22	n/a	Fidelity Cash Central Fund	0.20%	6,583,225
23	LSCC	Lattice Semiconductor Corporation	0.15%	102,528
24	n/a	Frore Systems Inc Ser C Pc Pp	0.07%	143,630
25	n/a	Lightmatter Inc Ser C-1 Pc Pp	0.06%	32,553

As of Jun 30, 2025

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