Hedge Fund - Governors Lane

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No. Security Ticker Shares Value Activity % Port History
1. TSM 630,000 $175,952,700 +40% 13.46%
2. AMZN 550,000 $120,763,500 +183% 9.24%
3. AMAT 307,500 $62,957,550 NEW 4.82%
4. ASML 48,000 $46,468,320 -13% 3.56%
5. GLW 535,000 $43,886,050 NEW 3.36%