SEMI Holdings List

As of Aug 12, 2025

No.	Symbol	Name	% Weight	Shares
1	NVDA	NVIDIA Corporation	19.79%	29,830
2	MSFT	Microsoft Corporation	11.15%	5,815
3	AVGO	Broadcom Inc.	10.29%	9,080
4	AAPL	Apple Inc.	8.89%	10,680
5	AMZN	Amazon.com, Inc.	3.70%	4,608
6	META	Meta Platforms, Inc.	3.67%	1,284
7	GOOGL	Alphabet Inc.	3.65%	4,961
8	LRCX	Lam Research Corporation	3.62%	9,492
9	TSM	Taiwan Semiconductor Manufacturing Company Limited	3.29%	3,722
10	SNPS	Synopsys, Inc.	2.60%	1,148
11	V	Visa Inc.	2.20%	1,807
12	MA	Mastercard Incorporated	1.92%	923
13	ORCL	Oracle Corporation	1.89%	2,056
14	NFLX	Netflix, Inc.	1.87%	422
15	ASML	ASML Holding N.V.	1.73%	644
16	AMAT	Applied Materials, Inc.	1.51%	2,205
17	CRWD	CrowdStrike Holdings, Inc.	1.50%	950
18	INTU	Intuit Inc.	1.37%	529
19	SHOP	Shopify Inc.	1.07%	1,973
20	NOW	ServiceNow, Inc.	1.06%	344
21	UBER	Uber Technologies, Inc.	1.03%	3,086
22	ANET	Arista Networks Inc	1.01%	1,982
23	n/a	GOLDMAN FINL SQ TRSRY INST 506	0.99%	272,017
24	ADI	Analog Devices, Inc.	0.96%	1,137
25	CSCO	Cisco Systems, Inc.	0.86%	3,344

As of Aug 12, 2025