Hedge Fund - Mondrian Capital

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No. Security Ticker Shares Value Activity % Port History
1. META 32,000 $16,135,040 +4% 5.76%
2. LRCX 112,940 $12,026,416 -14% 4.29%
3. AVGO 65,000 $10,435,945 +63% 3.72%
4. NXPI 38,736 $10,423,470 +122% 3.72%
5. V 38,000 $9,973,860 NEW 3.56%