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Principaux titres en portefeuille Market Value Shares Weight %

MU MICRON TECHNOLOGY, INC. 106.90 M 374.54 K 5.37%

NVDA NVIDIA CORPORATION 95.66 M 512.91 K 4.81%

Taiwan Semiconductor Manufacturing Co., Ltd. 95.32 M 1.94 M 4.79%

NAVER Corporation 91.72 M 545.62 K 4.61%

BlackRock Funds III: BlackRock Cash Funds: Institutional; SL Agency Shares 91.50 M 91.46 M 4.60%

AMD ADVANCED MICRO DEVICES, INC. 89.50 M 417.92 K 4.50%

MRVL MARVELL TECHNOLOGY, INC. 84.91 M 999.16 K 4.27%

ORCL ORACLE CORPORATION 81.49 M 418.08 K 4.09%

AVGO BROADCOM INC. 80.58 M 232.84 K 4.05%

SK hynix Inc. 61.86 M 136.60 K 3.11%