신규 포지션:
-$GOOGL: $120.2 million
$FOXA: $115.0 million
$CDW: $104.6 million
$BTDR: $64.7 million
$DAL: $56.5 million
$AMD: $42.3 million
최대 보유 포지션:
$TSM: $281 million
$STM: $232 million
$AMZN: $129 million
신규 포지션:
-$GOOGL: $120.2 million
$FOXA: $115.0 million
$CDW: $104.6 million
$BTDR: $64.7 million
$DAL: $56.5 million
$AMD: $42.3 million
최대 보유 포지션:
$TSM: $281 million
$STM: $232 million
$AMZN: $129 million