Top holdings
#Stock% of portfolioThis quarter
1SPCXSpace Exploration Techn41.9%New buy
2MUMicron Technology Inc7.4%Reduced -6%
3CBRSCerebras Systems Inc6.2%New buy
4ALABAstera Labs Inc5.3%Reduced -64%
5CIENCiena Corp3.0%Added +2%
6PANWPalo Alto Networks Inc2.7%Added +56%
7UUnity Software Inc2.6%Reduced -17%
8COHRCoherent Corp2.3%Added +2%
9NVDANvidia Corp2.2%No change
10AMZNAmazon.com Inc2.1%Added +2%
9 of these holdings are also in the Super Master top 50.
The remaining holdings and the full Super Master list are for members.
Unlock all 50 stocks
The full list, which masters hold each stock, what entered and left this quarter, and an email every time the list changes.
Cancel any time.
First enter your email, then subscribe. Your membership is tied to that email.