Principali partecipazioni Market Value Shares Weight %
WESTERN DIGITAL CORP 3% 15/11/2028 159.41 M 24.04 M 3.19% ALIBABA GROUP HOLDING 0.5% 01/06/2031 131.94 M 75.00 M 2.64% SEAGATE HDD CAYMAN 3.5% 01/06/2028 74.91 M 15.05 M 1.50% LUMENTUM HOLDINGS INC 1.5% 15/12/2029 51.52 M 9.12 M 1.03% COREWEAVE INC 1.75% 01/12/2031 44.46 M 38.66 M 0.89% GAMESTOP CORP 0% 15/06/2032 43.55 M 40.33 M 0.87% BLOOM ENERGY CORP 0% 15/11/2030 42.21 M 37.40 M 0.85% DOORDASH INC 0% 15/05/2030 41.23 M 41.15 M 0.83% STRATEGY INC 0% 01/12/2029 37.81 M 45.00 M 0.76% MP MATERIALS CORP 3% 01/03/2030 36.52 M 12.89 M 0.73% 