Instuitional Investor - Telligent Fund, Lp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Micron Technology Inc	MU	15,000	$17,314,350	12.76%
2.	Intel Corp	INTC	90,000	$12,566,700	9.26%
3.	Ge Vernova Inc.	GEV	10,000	$11,748,600	8.66%
4.	Broadcom Inc.	AVGO	30,000	$11,332,500	8.35%
5.	Nvidia Corp	NVDA	48,000	$9,604,320	7.08%