Bloom Energy
BE
March 31, 2026

132.72

Bought

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Boston Scientific
BSX
July 1, 2026

43.28

Bought

50

Silicon In Motion
SIMO
July 1, 2026

321.01

Bought

25

Second Tranche

SiTime
SITM
July 1, 2026

700.93

Bought

25

Bought second tranche

Amphenol
APH
July 1, 2026

167.72

Bought

10

Max Linear
MXL
July 1, 2026

113.69

Bought

25

Bought second tranche of 25%

Applied OptoElectronics
AAOI
July 1, 2026

145.01

Bought

20

Initial 20%

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