SEMI Holdings List

As of May 9, 2025

No.	Symbol	Name	% Weight	Shares
1	NVDA	NVIDIA Corporation	16.02%	47,539
2	MSFT	Microsoft Corporation	11.75%	9,269
3	AAPL	Apple Inc.	9.76%	17,016
4	AVGO	Broadcom Inc.	8.72%	14,493
5	AMZN	Amazon.com, Inc.	4.10%	7,359
6	META	Meta Platforms, Inc.	3.52%	2,054
7	GOOGL	Alphabet Inc.	3.49%	7,909
8	LRCX	Lam Research Corporation	3.30%	15,147
9	TSM	Taiwan Semiconductor Manufacturing Company Limited	3.02%	5,921
10	V	Visa Inc.	2.94%	2,885
11	SNPS	Synopsys, Inc.	2.55%	1,830
12	MA	Mastercard Incorporated	2.42%	1,473
13	NFLX	Netflix, Inc.	2.19%	664
14	ASML	ASML Holding N.V.	2.12%	1,041
15	CRWD	CrowdStrike Holdings, Inc.	1.78%	1,499
16	AMAT	Applied Materials, Inc.	1.58%	3,525
17	INTU	Intuit Inc.	1.58%	837
18	NOW	ServiceNow, Inc.	1.53%	542
19	ORCL	Oracle Corporation	1.42%	3,265
20	n/a	Goldman Finl Sq Trsry Inst 506	1.36%	472,475
21	CRM	Salesforce, Inc.	1.31%	1,644
22	UBER	Uber Technologies, Inc.	1.18%	4,912
23	ADI	Analog Devices, Inc.	1.09%	1,819
24	PANW	Palo Alto Networks, Inc.	1.04%	1,925
25	ACN	Accenture plc	1.02%	1,150
26	SAP	SAP SE	1.00%	1,173
27	CDNS	Cadence Design Systems, Inc.	0.93%	1,053
28	CSCO	Cisco Systems, Inc.	0.92%	5,324
29	NXPI	NXP Semiconductors N.V.	0.90%	1,615
30	SHOP	Shopify Inc.	0.84%	3,162
31	BKNG	Booking Holdings Inc.	0.81%	55
32	MRVL	Marvell Technology, Inc.	0.79%	4,604
33	ANET	Arista Networks Inc	0.79%	3,170
34	ADBE	Adobe Inc.	0.78%	705
35	MSI	Motorola Solutions, Inc.	0.76%	643
36	MU	Micron Technology, Inc.	0.71%	2,852

As of May 9, 2025