| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| NVDA (NVIDIA Corporation) | 164,260  -0.9% | USD 22,186,598-3.5% | USD 135.07-2.7% | |
| IFX (Infineon Technologies AG) | 491,793 -0.9% | EUR 17,197,746-2.0% | EUR 34.9695-1.2% | |
| NXPI (NXP Semiconductors NV) | 71,591 -0.9% | USD 15,602,543-3.4% | USD 217.94-2.5% | |
| QCOM (Qualcomm Incorporated) | 95,406 -0.9% | USD 14,927,223-3.5% | USD 156.46-2.7% | |
| APTV (Aptiv PLC) | 248,574 -0.9% | USD 14,521,693 0.9% | USD 58.421.8% | |
| VOW3 (Volkswagen AG) | 145,051 -0.9% | EUR 13,097,6240.2% | EUR 90.29671.1% | |
| SWKS (Skyworks Solutions Inc) | 143,009 -0.9% | USD 12,533,309-3.1% | USD 87.64-2.3% | |
| RIVN (Rivian Automotive Inc) | 611,538 -0.9% | USD 8,598,224-3.5% | USD 14.06-2.7% | |
| LSCC (Lattice Semiconductor Corporation) | 123,198 -0.9% | USD 7,327,817-2.5% | USD 59.48-1.7% | |
| ALV (Autoliv Inc) | 73,761 -0.9% | USD 7,317,8290.5% | USD 99.211.4% | |
| BWA (BorgWarner Inc) | 205,093 -0.9% | USD 7,098,2690.0% | USD 34.610.9% | |
| CON (Continental Aktiengesellschaft) | 96,404 -0.9% | EUR 6,732,269-1.2% | EUR 69.8339-0.3% | |
| GNTX (Gentex Corporation) | 208,180 -0.9% | USD 6,484,8070.7% | USD 31.151.5% | |
| LITE (Lumentum Holdings Inc) | 60,142 -0.9% | USD 5,230,550-4.0% | USD 86.97-3.2% | |
| PAH3 (Porsche Automobil Holding SE) | 136,680 -0.9% | EUR 5,127,081-1.0% | EUR 37.5116-0.2% | |
| LEA (Lear Corporation) | 46,570 -0.9% | USD 4,779,013-0.8% | USD 102.620.1% | |
| VC (Visteon Corp) | 24,824 -0.9% | USD 2,327,7460.1% | USD 93.771.0% | |
| VSH (Vishay Intertechnology Inc) | 112,687 -0.9% | USD 2,012,590-2.4% | USD 17.86-1.6% | |
| VOW (Volkswagen AG) | 20,014 -0.9% | EUR 1,861,649-0.1% | EUR 93.01730.8% | |
| LCID (Lucid Group Inc) | 783,260 -0.9% | USD 1,848,494-8.2% | USD 2.36-7.5% | |
| ALGM (Allegro Microsystems Inc) | 84,734 -0.9% | USD 1,782,803-2.3% | USD 21.04-1.5% | |
| ADNT (Adient PLC) | 81,449 -0.9% | USD 1,612,690-0.4% | USD 19.80.5% | |
| CTS (CTS Corporation) | 27,799 -0.9% | USD 1,563,1380.2% | USD 56.231.1% | |
| MBLY (Mobileye Global Inc. Class A Common Stock) | 75,470 -0.9% | USD 1,281,481-3.9% | USD 16.98-3.0% | |
| THRM (Gentherm Inc) | 29,282 -0.9% | USD 1,274,3530.8% | USD 43.521.7% | |
| ELG (Elmos Semiconductor SE) | 6,567 -0.9% | EUR 465,6360.1% | EUR 70.90541.0% | |
| CHPT (ChargePoint Holdings Inc) | 349,651 -0.9% | USD 451,050-8.6% | USD 1.29-7.9% | |
| MEI (Methode Electronics Inc) | 31,772 -0.9% | USD 415,260-0.6% | USD 13.070.3% | |
| CPS (Cooper Stnd) | 15,364 -0.9% | USD 237,988-2.7% | USD 15.49-1.9% | |
| MVIS (Microvision Inc) | 169,564 -0.9% | USD 147,436-3.1% | USD 0.869501-2.3% | |
| LAZR (Luminar Technologies) | 17,229 -0.9% | USD 131,716-3.3% | USD 7.64502-2.5% | |
| NKLA (Nikola Corp) | 29,866 -0.9% | USD 46,8903.1% | USD 1.570014.0% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| NVDA (NVIDIA Corporation) | 165,677 | USD 22,997,624-2.5% | USD 138.81-2.5% | |
| IFX (Infineon Technologies AG) | 496,035 | EUR 17,553,623 | EUR 35.39 | New holding detected |
| NXPI (NXP Semiconductors NV) | 72,208 | USD 16,146,4312.3% | USD 223.612.3% | |
| QCOM (Qualcomm Incorporated) | 96,229 | USD 15,467,8490.8% | USD 160.740.8% | |
| APTV (Aptiv PLC) | 250,718 | USD 14,391,2131.3% | USD 57.41.3% | |
| VOW3 (Volkswagen AG) | 146,302 | EUR 13,069,586 | EUR 89.33 | New holding detected |
| SWKS (Skyworks Solutions Inc) | 144,242 | USD 12,934,1802.0% | USD 89.672.0% | |
| RIVN (Rivian Automotive Inc) | 616,813 | USD 8,912,94811.2% | USD 14.4511.2% | |
| LSCC (Lattice Semiconductor Corporation) | 124,261 | USD 7,515,3054.9% | USD 60.484.9% | |
| ALV (Autoliv Inc) | 74,397 | USD 7,279,7460.6% | USD 97.850.6% | |
| BWA (BorgWarner Inc) | 206,862 | USD 7,095,3671.5% | USD 34.31.5% | |
| CON (Continental Aktiengesellschaft) | 97,235 | EUR 6,813,905 | EUR 70.08 | New holding detected |
| GNTX (Gentex Corporation) | 209,976 | USD 6,442,0643.1% | USD 30.683.1% | |
| LITE (Lumentum Holdings Inc) | 60,661 | USD 5,447,358-3.3% | USD 89.8-3.3% | |
| PAH3 (Porsche Automobil Holding SE) | 137,859 | EUR 5,180,799 | EUR 37.58 | New holding detected |
| LEA (Lear Corporation) | 46,972 | USD 4,817,4482.7% | USD 102.562.7% | |
| VC (Visteon Corp) | 25,038 | USD 2,325,529-0.3% | USD 92.88-0.3% | |
| VSH (Vishay Intertechnology Inc) | 113,659 | USD 2,062,911-0.2% | USD 18.15-0.2% | |
| LCID (Lucid Group Inc) | 790,016 | USD 2,014,54110.9% | USD 2.5510.9% | |
| VOW (Volkswagen AG) | 20,187 | EUR 1,863,447 | EUR 92.31 | New holding detected |
| ALGM (Allegro Microsystems Inc) | 85,465 | USD 1,825,5320.7% | USD 21.360.7% | |
| ADNT (Adient PLC) | 82,152 | USD 1,618,3942.2% | USD 19.72.2% | |
| CTS (CTS Corporation) | 28,039 | USD 1,559,8101.5% | USD 55.631.5% | |
| MBLY (Mobileye Global Inc. Class A Common Stock) | 76,121 | USD 1,332,8793.0% | USD 17.513.0% | |
| THRM (Gentherm Inc) | 29,535 | USD 1,263,8031.9% | USD 42.791.9% | |
| CHPT (ChargePoint Holdings Inc) | 352,667 | USD 493,7346.9% | USD 1.46.9% | |
| ELG (Elmos Semiconductor SE) | 6,624 | EUR 465,170 | EUR 70.22 | New holding detected |
| MEI (Methode Electronics Inc) | 32,046 | USD 417,5592.4% | USD 13.032.4% | |
| CPS (Cooper Stnd) | 15,497 | USD 244,6986.4% | USD 15.796.4% | |
| MVIS (Microvision Inc) | 171,027 | USD 152,146-0.6% | USD 0.889602-0.6% | |
| LAZR (Luminar Technologies) | 17,378 | USD 136,2440.4% | USD 7.840030.4% | |
| NKLA (Nikola Corp) | 30,124 | USD 45,487-6.2% | USD 1.50999-6.2% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| NVDA (NVIDIA Corporation) | 165,677 | USD 23,599,032-1.8% | USD 142.44-1.8% | |
| 6902.T (DENSO Corporation) | 1,265,300 | JPY 18,178,821-0.5% | JPY 14.3672-0.5% | |
| IFX.DE (Infineon Technologies AG) | 496,035 | EUR 17,126,5011.0% | EUR 34.52681.0% | |
| NXPI (NXP Semiconductors NV) | 72,208 | USD 15,789,0010.8% | USD 218.660.8% | |
| QCOM (Qualcomm Incorporated) | 96,229 | USD 15,349,488-0.5% | USD 159.51-0.5% | |
| APTV (Aptiv PLC) | 250,718 | USD 14,208,189-0.4% | USD 56.67-0.4% | |
| 6723.T (Renesas Electronics Corporation) | 1,051,700 | JPY 13,787,381-2.0% | JPY 13.1096-2.0% | |
| 2015.HK (LI AUTO-W) | 1,151,200 | HKD 13,058,1102.3% | HKD 11.3432.3% | |
| VOW3.DE (Volkswagen AG) | 146,302 | EUR 12,848,9641.1% | EUR 87.82491.1% | |
| SWKS (Skyworks Solutions Inc) | 144,242 | USD 12,674,5451.7% | USD 87.871.7% | |
| STMMI.MI (STMicroelectronics NV) | 463,143 | EUR 12,277,5060.7% | EUR 26.50910.7% | |
| 9868.HK (XPENG-W) | 1,386,100 | HKD 8,916,8910.2% | HKD 6.433080.2% | |
| RNO.PA (Renault SA) | 186,319 | EUR 8,598,9822.4% | EUR 46.15192.4% | |
| RIVN (Rivian Automotive Inc) | 616,813 | USD 8,018,5695.3% | USD 135.3% | |
| ALV (Autoliv Inc) | 74,397 | USD 7,239,5720.5% | USD 97.310.5% | |
| LSCC (Lattice Semiconductor Corporation) | 124,261 | USD 7,166,132-0.1% | USD 57.67-0.1% | |
| BWA (BorgWarner Inc) | 206,862 | USD 6,991,936-0.6% | USD 33.8-0.6% | |
| CON.DE (Continental AG) | 97,235 | EUR 6,717,5080.7% | EUR 69.08530.7% | |
| GNTX (Gentex Corporation) | 209,976 | USD 6,248,8860.0% | USD 29.760.0% | |
| LITE (Lumentum Holdings Inc) | 60,661 | USD 5,631,7670.2% | USD 92.840.2% | |
| MOTHERSON.BO (Samvardhana Motherson International Limited) | 2,656,002 | INR 5,343,2852.1% | INR 2.011782.1% | |
| 2382.HK (SUNNY OPTICAL) | 637,300 | HKD 5,152,398-1.8% | HKD 8.08473-1.8% | |
| PAH3.DE (Porsche Automobil Holding SE) | 137,859 | EUR 5,082,3950.6% | EUR 36.86660.6% | |
| 9866.HK (NIO-SW) | 1,015,950 | HKD 4,727,110-1.2% | HKD 4.6529-1.2% | |
| LEA (Lear Corporation) | 46,972 | USD 4,689,684-0.3% | USD 99.84-0.3% | |
| SXS.L (Spectris PLC) | 94,620 | GBP 3,118,1731.1% | GBP 32.95471.1% | |
| 2018.HK (AAC TECH) | 625,500 | HKD 2,966,665-2.1% | HKD 4.74287-2.1% | |
| VC (Visteon Corp) | 25,038 | USD 2,333,667-0.9% | USD 93.205-0.9% | |
| VSH (Vishay Intertechnology Inc) | 113,659 | USD 2,066,321-0.4% | USD 18.18-0.4% | |
| VOW.DE (Volkswagen AG) | 20,187 | EUR 1,836,0431.1% | EUR 90.95181.1% | |
| 9863.HK (LEAPMOTOR) | 511,600 | HKD 1,831,3470.6% | HKD 3.579650.6% | |
| LCID (Lucid Group Inc) | 790,016 | USD 1,817,03710.0% | USD 2.310.0% | |
| ALGM (Allegro Microsystems Inc) | 85,465 | USD 1,812,7131.8% | USD 21.211.8% | |
| 6770.T (Alps Alpine Co., Ltd.) | 168,000 | JPY 1,737,8340.7% | JPY 10.34420.7% | |
| FR.PA (Valeo SE) | 184,373 | EUR 1,698,3286.8% | EUR 9.211376.8% | |
| LNR.TO (Linamar Corporation) | 38,548 | CAD 1,677,043-1.8% | CAD 43.5053-1.8% | |
| ADNT (Adient PLC) | 82,152 | USD 1,583,891-1.1% | USD 19.28-1.1% | |
| CTS (CTS Corporation) | 28,039 | USD 1,536,8180.9% | USD 54.810.9% | |
| FRVIA.PA (Forvia SE) | 152,301 | EUR 1,384,8822.7% | EUR 9.093062.7% | |
| MBLY (Mobileye Global Inc. Class A Common Stock) | 76,121 | USD 1,294,057-0.6% | USD 17-0.6% | |
| 348370.KQ (Enchem Co., Ltd.) | 11,638 | KRW 1,292,382-1.0% | KRW 111.048-1.0% | |
| THRM (Gentherm Inc) | 29,535 | USD 1,240,1750.3% | USD 41.990.3% | |
| CIE.MC (CIE Automotive SA) | 44,164 | EUR 1,194,308-0.1% | EUR 27.0426-0.1% | |
| 7220.T (Musashi Seimitsu Industry Co., Ltd.) | 42,900 | JPY 1,089,0290.5% | JPY 25.38530.5% | |
| DWL.L (Dowlais Group Plc) | 1,254,286 | GBP 1,011,7871.9% | GBP 0.8066641.9% | |
| 7313.T (TS TECH Co., Ltd.) | 87,500 | JPY 967,2931.1% | JPY 11.05481.1% | |
| TIFS.L (TI Fluid Systems PLC) | 317,534 | GBP 780,164-0.3% | GBP 2.45695-0.3% | |
| 7296.T (F.C.C. Co., Ltd.) | 34,900 | JPY 703,169-1.1% | JPY 20.1481-1.1% | |
| OLECTRA.BO (OLECTRA GREENTECH LIMITED) | 37,612 | INR 701,1150.7% | INR 18.64070.7% | |
| 078600.KQ (Daejoo Electronic Materials Co., Ltd.) | 10,689 | KRW 662,037-0.4% | KRW 61.9363-0.4% | |
| SHA0.DE (Schaeffler AG) | 133,186 | EUR 619,7441.9% | EUR 4.653221.9% | |
| OPM.PA (Opmobility) | 52,381 | EUR 511,5514.7% | EUR 9.765964.7% | |
| 179.HK (JOHNSON ELEC H) | 366,000 | HKD 508,065-0.7% | HKD 1.38816-0.7% | |
| ELG.DE (Elmos Semiconductor SE) | 6,624 | EUR 463,9191.9% | EUR 70.03611.9% | |
| CHPT (ChargePoint Holdings Inc) | 352,667 | USD 461,994-3.0% | USD 1.31-3.0% | |
| MRE.TO (Martinrea International Inc.) | 61,652 | CAD 444,343-3.0% | CAD 7.20728-3.0% | |
| 5851.T (Ryobi Limited) | 29,200 | JPY 413,7750.8% | JPY 14.17040.8% | |
| MEI (Methode Electronics Inc) | 32,046 | USD 407,946-9.2% | USD 12.73-9.2% | |
| 7280.T (Mitsuba Corporation) | 40,700 | JPY 233,789-0.2% | JPY 5.7442-0.2% | |
| CPS (Cooper Stnd) | 15,497 | USD 229,9752.3% | USD 14.842.3% | |
| MVIS (Microvision Inc) | 171,027 | USD 153,0525.4% | USD 0.89495.4% | |
| LAZR (Luminar Technologies) | 17,378 | USD 135,7223.7% | USD 7.809993.7% | |
| NKLA (Nikola Corp) | 30,124 | USD 48,500-2.4% | USD 1.61001-2.4% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| NVDA (NVIDIA Corporation) | 165,677 | USD 24,033,106-0.1% | USD 145.06-0.1% | |
| 6902.T (DENSO Corporation) | 1,265,300 | JPY 18,267,011-0.6% | JPY 14.4369-0.6% | |
| IFX.DE (Infineon Technologies AG) | 496,035 | EUR 16,959,1451.3% | EUR 34.18941.3% | |
| NXPI (NXP Semiconductors NV) | 72,208 | USD 15,668,414-3.0% | USD 216.99-3.0% | |
| QCOM (Qualcomm Incorporated) | 96,229 | USD 15,434,169-1.8% | USD 160.39-1.8% | |
| APTV (Aptiv PLC) | 250,718 | USD 14,268,3610.9% | USD 56.910.9% | |
| 6723.T (Renesas Electronics Corporation) | 1,051,700 | JPY 14,070,268-0.3% | JPY 13.3786-0.3% | |
| 2015.HK (LI AUTO-W) | 1,151,200 | HKD 12,759,797-1.8% | HKD 11.0839-1.8% | |
| VOW3.DE (Volkswagen AG) | 146,302 | EUR 12,712,6231.4% | EUR 86.8931.4% | |
| SWKS (Skyworks Solutions Inc) | 144,242 | USD 12,465,394-1.5% | USD 86.42-1.5% | |
| STMMI.MI (STMicroelectronics NV) | 463,143 | EUR 12,191,1871.1% | EUR 26.32271.1% | |
| 9868.HK (XPENG-W) | 1,386,100 | HKD 8,897,417-0.1% | HKD 6.41903-0.1% | |
| RNO.PA (Renault SA) | 186,319 | EUR 8,394,3572.8% | EUR 45.05372.8% | |
| RIVN (Rivian Automotive Inc) | 616,813 | USD 7,611,4723.2% | USD 12.343.2% | |
| ALV (Autoliv Inc) | 74,397 | USD 7,200,142-1.0% | USD 96.78-1.0% | |
| LSCC (Lattice Semiconductor Corporation) | 124,261 | USD 7,171,102-2.8% | USD 57.71-2.8% | |
| BWA (BorgWarner Inc) | 206,862 | USD 7,031,239-2.3% | USD 33.99-2.3% | |
| CON.DE (Continental AG) | 97,235 | EUR 6,670,4053.3% | EUR 68.60093.3% | |
| GNTX (Gentex Corporation) | 209,976 | USD 6,246,786-1.1% | USD 29.75-1.1% | |
| LITE (Lumentum Holdings Inc) | 60,661 | USD 5,619,635-2.4% | USD 92.64-2.4% | |
| 2382.HK (SUNNY OPTICAL) | 637,300 | HKD 5,245,621-1.3% | HKD 8.23101-1.3% | |
| MOTHERSON.BO (Samvardhana Motherson International Limited) | 2,656,002 | INR 5,234,7742.8% | INR 1.970922.8% | |
| PAH3.DE (Porsche Automobil Holding SE) | 137,859 | EUR 5,052,2220.8% | EUR 36.64770.8% | |
| 9866.HK (NIO-SW) | 1,015,950 | HKD 4,784,981-1.2% | HKD 4.70986-1.2% | |
| LEA (Lear Corporation) | 46,972 | USD 4,701,897-0.9% | USD 100.1-0.9% | |
| SXS.L (Spectris PLC) | 94,620 | GBP 3,085,264-0.1% | GBP 32.6069-0.1% | |
| 2018.HK (AAC TECH) | 625,500 | HKD 3,030,4181.8% | HKD 4.844791.8% | |
| VC (Visteon Corp) | 25,038 | USD 2,355,074-1.8% | USD 94.06-1.8% | |
| VSH (Vishay Intertechnology Inc) | 113,659 | USD 2,075,413-3.4% | USD 18.26-3.4% | |
| 9863.HK (LEAPMOTOR) | 511,600 | HKD 1,821,144-0.7% | HKD 3.5597-0.7% | |
| VOW.DE (Volkswagen AG) | 20,187 | EUR 1,816,4360.7% | EUR 89.98050.7% | |
| ALGM (Allegro Microsystems Inc) | 85,465 | USD 1,780,236-2.0% | USD 20.83-2.0% | |
| 6770.T (Alps Alpine Co., Ltd.) | 168,000 | JPY 1,725,9581.5% | JPY 10.27361.5% | |
| LNR.TO (Linamar Corporation) | 38,548 | CAD 1,707,324-1.3% | CAD 44.2909-1.3% | |
| LCID (Lucid Group Inc) | 790,016 | USD 1,651,133-0.5% | USD 2.09-0.5% | |
| ADNT (Adient PLC) | 82,152 | USD 1,601,142-4.1% | USD 19.49-4.1% | |
| FR.PA (Valeo SE) | 184,373 | EUR 1,589,9864.3% | EUR 8.623754.3% | |
| CTS (CTS Corporation) | 28,039 | USD 1,523,078-2.1% | USD 54.32-2.1% | |
| FRVIA.PA (Forvia SE) | 152,301 | EUR 1,348,8335.6% | EUR 8.856365.6% | |
| 348370.KQ (Enchem Co., Ltd.) | 11,638 | KRW 1,305,265-5.7% | KRW 112.155-5.7% | |
| MBLY (Mobileye Global Inc. Class A Common Stock) | 76,121 | USD 1,301,6690.1% | USD 17.10.1% | |
| THRM (Gentherm Inc) | 29,535 | USD 1,236,040-0.1% | USD 41.85-0.1% | |
| CIE.MC (CIE Automotive SA) | 44,164 | EUR 1,195,4383.2% | EUR 27.06823.2% | |
| 7220.T (Musashi Seimitsu Industry Co., Ltd.) | 42,900 | JPY 1,083,636-1.8% | JPY 25.2596-1.8% | |
| DWL.L (Dowlais Group Plc) | 1,254,286 | GBP 992,857-1.4% | GBP 0.791571-1.4% | |
| 7313.T (TS TECH Co., Ltd.) | 87,500 | JPY 957,177-0.3% | JPY 10.9392-0.3% | |
| TIFS.L (TI Fluid Systems PLC) | 317,534 | GBP 782,6110.6% | GBP 2.464650.6% | |
| 7296.T (F.C.C. Co., Ltd.) | 34,900 | JPY 710,8231.5% | JPY 20.36741.5% | |
| OLECTRA.BO (OLECTRA GREENTECH LIMITED) | 37,612 | INR 696,470-0.6% | INR 18.5172-0.6% | |
| 078600.KQ (Daejoo Electronic Materials Co., Ltd.) | 10,689 | KRW 664,758-4.9% | KRW 62.1908-4.9% | |
| SHA0.DE (Schaeffler AG) | 133,186 | EUR 608,1490.8% | EUR 4.566160.8% | |
| 179.HK (JOHNSON ELEC H) | 366,000 | HKD 511,7340.8% | HKD 1.398180.8% | |
| OPM.PA (Opmobility) | 52,381 | EUR 488,7734.1% | EUR 9.331114.1% | |
| CHPT (ChargePoint Holdings Inc) | 352,667 | USD 476,10010.7% | USD 1.3510.7% | |
| MRE.TO (Martinrea International Inc.) | 61,652 | CAD 458,1781.7% | CAD 7.431681.7% | |
| ELG.DE (Elmos Semiconductor SE) | 6,624 | EUR 455,2532.3% | EUR 68.72782.3% | |
| MEI (Methode Electronics Inc) | 32,046 | USD 449,28520.8% | USD 14.0220.8% | |
| 5851.T (Ryobi Limited) | 29,200 | JPY 410,6741.9% | JPY 14.06421.9% | |
| 7280.T (Mitsuba Corporation) | 40,700 | JPY 234,3281.9% | JPY 5.757441.9% | |
| CPS (Cooper Stnd) | 15,497 | USD 224,707-0.8% | USD 14.5-0.8% | |
| MVIS (Microvision Inc) | 171,027 | USD 145,219-0.1% | USD 0.8491-0.1% | |
| LAZR (Luminar Technologies) | 17,378 | USD 130,856-7.8% | USD 7.52998-7.8% | |
| NKLA (Nikola Corp) | 30,124 | USD 49,705-6.2% | USD 1.65001-6.2% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| NVDA (NVIDIA Corporation) | 165,677 -4.1% | USD 24,046,360-0.8% | USD 145.143.5% | |
| 6902.T (DENSO Corporation) | 1,265,300 -4.1% | JPY 18,378,518-5.4% | JPY 14.525-1.4% | |
| IFX.DE (Infineon Technologies AG) | 496,035 -4.1% | EUR 16,737,105-3.2% | EUR 33.74180.9% | |
| NXPI (NXP Semiconductors NV) | 72,208 -4.1% | USD 16,150,041-6.1% | USD 223.66-2.1% | |
| QCOM (Qualcomm Incorporated) | 96,229 -4.1% | USD 15,718,045-3.7% | USD 163.340.5% | |
| APTV (Aptiv PLC) | 250,718 -4.1% | USD 14,143,002-2.9% | USD 56.411.3% | |
| 6723.T (Renesas Electronics Corporation) | 1,051,700 -4.1% | JPY 14,118,913-6.3% | JPY 13.4248-2.3% | |
| 2015.HK (LI AUTO-W) | 1,151,200 -4.1% | HKD 12,991,075-4.3% | HKD 11.2848-0.2% | |
| SWKS (Skyworks Solutions Inc) | 144,242 -4.1% | USD 12,658,678-3.9% | USD 87.760.2% | |
| VOW3.DE (Volkswagen AG) | 146,302 -4.1% | EUR 12,536,482-2.8% | EUR 85.68911.4% | |
| STMMI.MI (STMicroelectronics NV) | 463,143 -4.1% | EUR 12,059,991-2.7% | EUR 26.03951.4% | |
| 9868.HK (XPENG-W) | 1,386,100 -4.1% | HKD 8,902,605-1.7% | HKD 6.422772.5% | |
| RNO.PA (Renault SA) | 186,319 -4.1% | EUR 8,169,1260.7% | EUR 43.84485.0% | |
| RIVN (Rivian Automotive Inc) | 616,813 -4.1% | USD 7,377,083-3.5% | USD 11.960.7% | |
| LSCC (Lattice Semiconductor Corporation) | 124,261 -4.1% | USD 7,376,133-2.3% | USD 59.361.9% | |
| ALV (Autoliv Inc) | 74,397 -4.1% | USD 7,272,307-3.5% | USD 97.750.6% | |
| BWA (BorgWarner Inc) | 206,862 -4.1% | USD 7,198,798-1.4% | USD 34.82.8% | |
| CON.DE (Continental AG) | 97,235 -4.1% | EUR 6,458,357-4.4% | EUR 66.4201-0.3% | |
| GNTX (Gentex Corporation) | 209,976 -4.1% | USD 6,313,978-4.2% | USD 30.07-0.1% | |
| LITE (Lumentum Holdings Inc) | 60,661 -4.1% | USD 5,756,7292.6% | USD 94.97.0% | |
| 2382.HK (SUNNY OPTICAL) | 637,300 -4.1% | HKD 5,313,016-4.4% | HKD 8.33676-0.3% | |
| MOTHERSON.BO (Samvardhana Motherson International Limited) | 2,656,002 -4.1% | INR 5,092,528-6.3% | INR 1.91737-2.3% | |
| PAH3.DE (Porsche Automobil Holding SE) | 137,859 -4.1% | EUR 5,012,328-3.2% | EUR 36.35840.9% | |
| 9866.HK (NIO-SW) | 1,015,950 -4.1% | HKD 4,841,7100.2% | HKD 4.76574.5% | |
| LEA (Lear Corporation) | 46,972 -4.1% | USD 4,743,702-2.3% | USD 100.991.8% | |
| SXS.L (Spectris PLC) | 94,620 -4.1% | GBP 3,087,964-2.4% | GBP 32.63541.8% | |
| 2018.HK (AAC TECH) | 625,500 -4.2% | HKD 2,976,926-5.0% | HKD 4.75927-0.8% | |
| VC (Visteon Corp) | 25,038 -4.1% | USD 2,397,639-3.4% | USD 95.760.7% | |
| VSH (Vishay Intertechnology Inc) | 113,659 -4.1% | USD 2,148,155-2.0% | USD 18.92.2% | |
| 9863.HK (LEAPMOTOR) | 511,600 -4.1% | HKD 1,833,527-5.0% | HKD 3.58391-0.9% | |
| ALGM (Allegro Microsystems Inc) | 85,465 -4.1% | USD 1,816,131-6.9% | USD 21.25-2.9% | |
| VOW.DE (Volkswagen AG) | 20,187 -4.1% | EUR 1,803,563-1.9% | EUR 89.34282.3% | |
| LNR.TO (Linamar Corporation) | 38,548 -4.1% | CAD 1,729,323-3.6% | CAD 44.86150.5% | |
| 6770.T (Alps Alpine Co., Ltd.) | 168,000 -4.0% | JPY 1,700,884-6.5% | JPY 10.1243-2.6% | |
| ADNT (Adient PLC) | 82,152 -4.1% | USD 1,669,329-2.1% | USD 20.322.1% | |
| LCID (Lucid Group Inc) | 790,016 -4.1% | USD 1,659,034-5.0% | USD 2.1-0.9% | |
| CTS (CTS Corporation) | 28,039 -4.1% | USD 1,556,165-3.7% | USD 55.50.4% | |
| FR.PA (Valeo SE) | 184,373 -4.1% | EUR 1,524,352-0.1% | EUR 8.267764.1% | |
| 348370.KQ (Enchem Co., Ltd.) | 11,638 -4.1% | KRW 1,384,710-6.7% | KRW 118.982-2.8% | |
| MBLY (Mobileye Global Inc. Class A Common Stock) | 76,121 -4.1% | USD 1,300,147-6.6% | USD 17.08-2.6% | |
| FRVIA.PA (Forvia SE) | 152,301 -4.1% | EUR 1,277,1501.3% | EUR 8.38575.7% | |
| THRM (Gentherm Inc) | 29,535 -4.1% | USD 1,237,517-2.8% | USD 41.91.4% | |
| CIE.MC (CIE Automotive SA) | 44,164 -4.1% | EUR 1,157,912-3.6% | EUR 26.21850.5% | |
| 7220.T (Musashi Seimitsu Industry Co., Ltd.) | 42,900 -4.5% | JPY 1,103,6564.8% | JPY 25.72629.6% | |
| DWL.L (Dowlais Group Plc) | 1,254,286 -4.1% | GBP 1,006,617-1.1% | GBP 0.8025423.2% | |
| 7313.T (TS TECH Co., Ltd.) | 87,500 -4.4% | JPY 960,040-6.3% | JPY 10.9719-2.0% | |
| TIFS.L (TI Fluid Systems PLC) | 317,534 -4.1% | GBP 778,021-3.9% | GBP 2.45020.2% | |
| OLECTRA.BO (OLECTRA GREENTECH LIMITED) | 37,612 -4.1% | INR 700,809-4.4% | INR 18.6326-0.3% | |
| 7296.T (F.C.C. Co., Ltd.) | 34,900 -4.1% | JPY 700,645-5.7% | JPY 20.0758-1.6% | |
| 078600.KQ (Daejoo Electronic Materials Co., Ltd.) | 10,689 -4.1% | KRW 698,806-4.8% | KRW 65.3762-0.7% | |
| SHA0.DE (Schaeffler AG) | 133,186 -4.1% | EUR 603,024-2.5% | EUR 4.527681.7% | |
| 179.HK (JOHNSON ELEC H) | 366,000 -3.9% | HKD 507,759-5.4% | HKD 1.38732-1.5% | |
| OPM.PA (Opmobility) | 52,381 -4.1% | EUR 469,6410.3% | EUR 8.965874.6% | |
| MRE.TO (Martinrea International Inc.) | 61,652 -4.1% | CAD 450,594-4.9% | CAD 7.30867-0.9% | |
| ELG.DE (Elmos Semiconductor SE) | 6,624 -4.1% | EUR 444,9882.4% | EUR 67.17816.8% | |
| CHPT (ChargePoint Holdings Inc) | 352,667 -4.1% | USD 430,2540.9% | USD 1.225.2% | |
| 5851.T (Ryobi Limited) | 29,200 -3.3% | JPY 403,167-7.8% | JPY 13.8071-4.6% | |
| MEI (Methode Electronics Inc) | 32,046 -4.1% | USD 372,0540.4% | USD 11.614.7% | |
| 7280.T (Mitsuba Corporation) | 40,700 -4.7% | JPY 229,974-6.3% | JPY 5.65047-1.6% | |
| CPS (Cooper Stnd) | 15,497 -4.1% | USD 226,411-2.8% | USD 14.611.4% | |
| MVIS (Microvision Inc) | 171,027 -4.1% | USD 145,373-7.4% | USD 0.85-3.4% | |
| LAZR (Luminar Technologies) | 17,378 -4.1% | USD 141,978-2.3% | USD 8.169981.9% | |
| NKLA (Nikola Corp) | 30,124 -4.1% | USD 53,0181.1% | USD 1.759995.4% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| NVDA (NVIDIA Corporation) | 172,762 | USD 24,231,5981.2% | USD 140.261.2% | |
| 6902.T (DENSO Corporation) | 1,319,300 | JPY 19,434,6361.9% | JPY 14.7311.9% | |
| IFX.DE (Infineon Technologies AG) | 517,245 | EUR 17,296,8752.6% | EUR 33.44042.6% | |
| NXPI (NXP Semiconductors NV) | 75,293 | USD 17,193,909-2.2% | USD 228.36-2.2% | |
| QCOM (Qualcomm Incorporated) | 100,344 | USD 16,313,928-0.3% | USD 162.58-0.3% | |
| 6723.T (Renesas Electronics Corporation) | 1,096,700 | JPY 15,071,1252.1% | JPY 13.74222.1% | |
| APTV (Aptiv PLC) | 261,438 | USD 14,564,711-0.6% | USD 55.71-0.6% | |
| 2015.HK (LI AUTO-W) | 1,200,200 | HKD 13,577,481-0.8% | HKD 11.3127-0.8% | |
| SWKS (Skyworks Solutions Inc) | 150,407 | USD 13,178,661-1.0% | USD 87.62-1.0% | |
| VOW3.DE (Volkswagen AG) | 152,557 | EUR 12,893,9090.1% | EUR 84.51860.1% | |
| STMMI.MI (STMicroelectronics NV) | 482,943 | EUR 12,398,701-0.4% | EUR 25.6732-0.4% | |
| 9868.HK (XPENG-W) | 1,445,600 | HKD 9,054,386-0.1% | HKD 6.26341-0.1% | |
| RNO.PA (Renault SA) | 194,284 | EUR 8,114,2700.5% | EUR 41.7650.5% | |
| RIVN (Rivian Automotive Inc) | 643,188 | USD 7,641,0730.1% | USD 11.880.1% | |
| LSCC (Lattice Semiconductor Corporation) | 129,576 | USD 7,551,689-0.1% | USD 58.28-0.1% | |
| ALV (Autoliv Inc) | 77,577 | USD 7,536,606-2.8% | USD 97.15-2.8% | |
| BWA (BorgWarner Inc) | 215,707 | USD 7,301,682-1.4% | USD 33.85-1.4% | |
| CON.DE (Continental AG) | 101,390 | EUR 6,756,5161.1% | EUR 66.63891.1% | |
| GNTX (Gentex Corporation) | 218,956 | USD 6,592,765-1.9% | USD 30.11-1.9% | |
| LITE (Lumentum Holdings Inc) | 63,256 | USD 5,610,8072.7% | USD 88.72.7% | |
| 2382.HK (SUNNY OPTICAL) | 664,800 | HKD 5,560,428-0.1% | HKD 8.36406-0.1% | |
| MOTHERSON.BO (Samvardhana Motherson International Limited) | 2,769,562 | INR 5,434,8900.3% | INR 1.962360.3% | |
| PAH3.DE (Porsche Automobil Holding SE) | 143,754 | EUR 5,178,369-0.4% | EUR 36.0224-0.4% | |
| LEA (Lear Corporation) | 48,982 | USD 4,857,055-0.7% | USD 99.16-0.7% | |
| 9866.HK (NIO-SW) | 1,059,400 | HKD 4,831,9740.8% | HKD 4.561050.8% | |
| SXS.L (Spectris PLC) | 98,665 | GBP 3,162,8430.5% | GBP 32.05640.5% | |
| 2018.HK (AAC TECH) | 653,000 | HKD 3,133,5742.3% | HKD 4.798742.3% | |
| VC (Visteon Corp) | 26,108 | USD 2,483,132-0.3% | USD 95.11-0.3% | |
| VSH (Vishay Intertechnology Inc) | 118,519 | USD 2,191,416-4.7% | USD 18.49-4.7% | |
| ALGM (Allegro Microsystems Inc) | 89,120 | USD 1,949,946-2.8% | USD 21.88-2.8% | |
| 9863.HK (LEAPMOTOR) | 533,600 | HKD 1,929,881-1.9% | HKD 3.61672-1.9% | |
| VOW.DE (Volkswagen AG) | 21,052 | EUR 1,838,8470.3% | EUR 87.34790.3% | |
| 6770.T (Alps Alpine Co., Ltd.) | 175,000 | JPY 1,818,3341.2% | JPY 10.39051.2% | |
| LNR.TO (Linamar Corporation) | 40,198 | CAD 1,794,6430.7% | CAD 44.64510.7% | |
| LCID (Lucid Group Inc) | 823,796 | USD 1,746,448-0.5% | USD 2.12-0.5% | |
| ADNT (Adient PLC) | 85,662 | USD 1,704,674-1.9% | USD 19.9-1.9% | |
| CTS (CTS Corporation) | 29,239 | USD 1,616,624-2.0% | USD 55.29-2.0% | |
| FR.PA (Valeo SE) | 192,258 | EUR 1,526,261-1.8% | EUR 7.93861-1.8% | |
| 348370.KQ (Enchem Co., Ltd.) | 12,133 | KRW 1,484,89720.0% | KRW 122.38520.0% | |
| MBLY (Mobileye Global Inc. Class A Common Stock) | 79,376 | USD 1,392,2550.9% | USD 17.540.9% | |
| THRM (Gentherm Inc) | 30,800 | USD 1,272,656-3.2% | USD 41.32-3.2% | |
| FRVIA.PA (Forvia SE) | 158,811 | EUR 1,260,404-4.4% | EUR 7.9365-4.4% | |
| CIE.MC (CIE Automotive SA) | 46,054 | EUR 1,201,2450.1% | EUR 26.08340.1% | |
| 7220.T (Musashi Seimitsu Industry Co., Ltd.) | 44,900 | JPY 1,053,4615.3% | JPY 23.46245.3% | |
| 7313.T (TS TECH Co., Ltd.) | 91,500 | JPY 1,024,3341.2% | JPY 11.19491.2% | |
| DWL.L (Dowlais Group Plc) | 1,307,916 | GBP 1,017,5430.4% | GBP 0.7779880.4% | |
| TIFS.L (TI Fluid Systems PLC) | 331,109 | GBP 809,8950.6% | GBP 2.446010.6% | |
| 7296.T (F.C.C. Co., Ltd.) | 36,400 | JPY 743,0072.1% | JPY 20.41232.1% | |
| 078600.KQ (Daejoo Electronic Materials Co., Ltd.) | 11,144 | KRW 733,9577.9% | KRW 65.86127.9% | |
| OLECTRA.BO (OLECTRA GREENTECH LIMITED) | 39,222 | INR 732,7001.0% | INR 18.68081.0% | |
| SHA0.DE (Schaeffler AG) | 138,881 | EUR 618,598-4.6% | EUR 4.45416-4.6% | |
| 179.HK (JOHNSON ELEC H) | 381,000 | HKD 536,5031.5% | HKD 1.408141.5% | |
| MRE.TO (Martinrea International Inc.) | 64,287 | CAD 473,9320.9% | CAD 7.372130.9% | |
| OPM.PA (Opmobility) | 54,621 | EUR 468,198-2.7% | EUR 8.57176-2.7% | |
| 5851.T (Ryobi Limited) | 30,200 | JPY 437,0830.9% | JPY 14.47290.9% | |
| ELG.DE (Elmos Semiconductor SE) | 6,909 | EUR 434,5392.2% | EUR 62.89462.2% | |
| CHPT (ChargePoint Holdings Inc) | 367,747 | USD 426,587-2.5% | USD 1.16-2.5% | |
| MEI (Methode Electronics Inc) | 33,416 | USD 370,583-3.1% | USD 11.09-3.1% | |
| 7280.T (Mitsuba Corporation) | 42,700 | JPY 245,3091.4% | JPY 5.744941.4% | |
| CPS (Cooper Stnd) | 16,157 | USD 232,822-4.3% | USD 14.41-4.3% | |
| MVIS (Microvision Inc) | 178,342 | USD 156,941-2.4% | USD 0.88-2.4% | |
| LAZR (Luminar Technologies) | 18,123 | USD 145,346-5.1% | USD 8.01997-5.1% | |
| NKLA (Nikola Corp) | 31,414 | USD 52,461-9.2% | USD 1.66999-9.2% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| NVDA (NVIDIA Corporation) | 172,762 | USD 23,949,9960.3% | USD 138.630.3% | |
| 6902.T (DENSO Corporation) | 1,319,300 | JPY 19,074,6942.0% | JPY 14.45822.0% | |
| NXPI (NXP Semiconductors NV) | 75,293 | USD 17,589,1981.8% | USD 233.611.8% | |
| IFX.DE (Infineon Technologies AG) | 517,245 | EUR 16,852,4030.1% | EUR 32.58110.1% | |
| QCOM (Qualcomm Incorporated) | 100,344 | USD 16,359,0822.8% | USD 163.032.8% | |
| 6723.T (Renesas Electronics Corporation) | 1,096,700 | JPY 14,758,9782.9% | JPY 13.45762.9% | |
| APTV (Aptiv PLC) | 261,438 | USD 14,658,8291.0% | USD 56.071.0% | |
| 2015.HK (LI AUTO-W) | 1,200,200 | HKD 13,688,412-2.6% | HKD 11.4051-2.6% | |
| SWKS (Skyworks Solutions Inc) | 150,407 | USD 13,309,5151.0% | USD 88.491.0% | |
| VOW3.DE (Volkswagen AG) | 152,557 | EUR 12,882,979-0.9% | EUR 84.447-0.9% | |
| STMMI.MI (STMicroelectronics NV) | 482,943 | EUR 12,448,2950.5% | EUR 25.77590.5% | |
| 9868.HK (XPENG-W) | 1,445,600 | HKD 9,065,6525.1% | HKD 6.27125.1% | |
| RNO.PA (Renault SA) | 194,284 | EUR 8,075,204-2.9% | EUR 41.5639-2.9% | |
| ALV (Autoliv Inc) | 77,577 | USD 7,756,1480.9% | USD 99.980.9% | |
| RIVN (Rivian Automotive Inc) | 643,188 | USD 7,634,642-2.9% | USD 11.87-2.9% | |
| LSCC (Lattice Semiconductor Corporation) | 129,576 | USD 7,558,1682.8% | USD 58.332.8% | |
| BWA (BorgWarner Inc) | 215,707 | USD 7,403,064 | USD 34.32 | |
| GNTX (Gentex Corporation) | 218,956 | USD 6,721,9490.5% | USD 30.70.5% | |
| CON.DE (Continental AG) | 101,390 | EUR 6,685,3430.6% | EUR 65.93690.6% | |
| 2382.HK (SUNNY OPTICAL) | 664,800 | HKD 5,565,9143.5% | HKD 8.372313.5% | |
| LITE (Lumentum Holdings Inc) | 63,256 | USD 5,463,421-0.7% | USD 86.37-0.7% | |
| MOTHERSON.BO (Samvardhana Motherson International Limited) | 2,769,562 | INR 5,419,5351.8% | INR 1.956821.8% | |
| PAH3.DE (Porsche Automobil Holding SE) | 143,754 | EUR 5,198,382-1.1% | EUR 36.1617-1.1% | |
| LEA (Lear Corporation) | 48,982 | USD 4,889,3832.0% | USD 99.822.0% | |
| 9866.HK (NIO-SW) | 1,059,400 | HKD 4,792,1872.9% | HKD 4.523492.9% | |
| SXS.L (Spectris PLC) | 98,665 | GBP 3,147,373-0.8% | GBP 31.8996-0.8% | |
| 2018.HK (AAC TECH) | 653,000 | HKD 3,062,9314.3% | HKD 4.690554.3% | |
| VC (Visteon Corp) | 26,108 | USD 2,489,5282.1% | USD 95.3552.1% | |
| VSH (Vishay Intertechnology Inc) | 118,519 | USD 2,300,4541.6% | USD 19.411.6% | |
| ALGM (Allegro Microsystems Inc) | 89,120 | USD 2,006,9823.6% | USD 22.523.6% | |
| 9863.HK (LEAPMOTOR) | 533,600 | HKD 1,968,0171.4% | HKD 3.688191.4% | |
| VOW.DE (Volkswagen AG) | 21,052 | EUR 1,833,761-1.1% | EUR 87.1063-1.1% | |
| 6770.T (Alps Alpine Co., Ltd.) | 175,000 | JPY 1,797,1020.0% | JPY 10.26920.0% | |
| LNR.TO (Linamar Corporation) | 40,198 | CAD 1,782,1691.0% | CAD 44.33481.0% | |
| LCID (Lucid Group Inc) | 823,796 | USD 1,754,685-2.3% | USD 2.13-2.3% | |
| ADNT (Adient PLC) | 85,662 | USD 1,738,0825.5% | USD 20.295.5% | |
| CTS (CTS Corporation) | 29,239 | USD 1,648,7872.7% | USD 56.392.7% | |
| FR.PA (Valeo SE) | 192,258 | EUR 1,554,722-2.5% | EUR 8.08664-2.5% | |
| MBLY (Mobileye Global Inc. Class A Common Stock) | 79,376 | USD 1,380,349-3.7% | USD 17.39-3.7% | |
| FRVIA.PA (Forvia SE) | 158,811 | EUR 1,318,499-2.2% | EUR 8.30232-2.2% | |
| THRM (Gentherm Inc) | 30,800 | USD 1,314,5441.4% | USD 42.681.4% | |
| 348370.KQ (Enchem Co., Ltd.) | 12,133 | KRW 1,237,39911.9% | KRW 101.98611.9% | |
| CIE.MC (CIE Automotive SA) | 46,054 | EUR 1,200,584-1.7% | EUR 26.069-1.7% | |
| DWL.L (Dowlais Group Plc) | 1,307,916 | GBP 1,013,3193.0% | GBP 0.7747583.0% | |
| 7313.T (TS TECH Co., Ltd.) | 91,500 | JPY 1,011,9530.5% | JPY 11.05960.5% | |
| 7220.T (Musashi Seimitsu Industry Co., Ltd.) | 44,900 | JPY 1,000,3401.2% | JPY 22.27931.2% | |
| TIFS.L (TI Fluid Systems PLC) | 331,109 | GBP 805,340-0.4% | GBP 2.43225-0.4% | |
| 7296.T (F.C.C. Co., Ltd.) | 36,400 | JPY 727,9270.7% | JPY 19.9980.7% | |
| OLECTRA.BO (OLECTRA GREENTECH LIMITED) | 39,222 | INR 725,459-2.1% | INR 18.4962-2.1% | |
| 078600.KQ (Daejoo Electronic Materials Co., Ltd.) | 11,144 | KRW 680,3312.5% | KRW 61.04912.5% | |
| SHA0.DE (Schaeffler AG) | 138,881 | EUR 648,563-0.9% | EUR 4.66992-0.9% | |
| 179.HK (JOHNSON ELEC H) | 381,000 | HKD 528,7860.0% | HKD 1.387890.0% | |
| OPM.PA (Opmobility) | 54,621 | EUR 481,216-4.2% | EUR 8.81009-4.2% | |
| MRE.TO (Martinrea International Inc.) | 64,287 | CAD 469,7750.7% | CAD 7.307470.7% | |
| CHPT (ChargePoint Holdings Inc) | 367,747 | USD 437,619-2.5% | USD 1.19-2.5% | |
| 5851.T (Ryobi Limited) | 30,200 | JPY 433,1122.9% | JPY 14.34152.9% | |
| ELG.DE (Elmos Semiconductor SE) | 6,909 | EUR 425,323-6.1% | EUR 61.5607-6.1% | |
| MEI (Methode Electronics Inc) | 33,416 | USD 382,2794.8% | USD 11.444.8% | |
| CPS (Cooper Stnd) | 16,157 | USD 243,163-2.5% | USD 15.05-2.5% | |
| 7280.T (Mitsuba Corporation) | 42,700 | JPY 241,8192.2% | JPY 5.663212.2% | |
| MVIS (Microvision Inc) | 178,342 | USD 160,8110.2% | USD 0.90170.2% | |
| LAZR (Luminar Technologies) | 18,123 | USD 153,139-4.8% | USD 8.44998-4.8% | |
| NKLA (Nikola Corp) | 31,414 | USD 57,802-8.5% | USD 1.84001-8.5% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| NVDA (NVIDIA Corporation) | 172,762 -0.8% | USD 23,884,3471.3% | USD 138.252.2% | |
| 6902.T (DENSO Corporation) | 1,319,300 -0.8% | JPY 18,702,199-1.7% | JPY 14.1758-0.9% | |
| NXPI (NXP Semiconductors NV) | 75,293 -0.8% | USD 17,269,9550.4% | USD 229.371.3% | |
| IFX.DE (Infineon Technologies AG) | 517,245 -0.8% | EUR 16,834,6712.2% | EUR 32.54683.1% | |
| QCOM (Qualcomm Incorporated) | 100,344 -0.8% | USD 15,907,5340.5% | USD 158.531.4% | |
| APTV (Aptiv PLC) | 261,438 -0.8% | USD 14,517,652-0.8% | USD 55.530.0% | |
| 6723.T (Renesas Electronics Corporation) | 1,096,700 -0.8% | JPY 14,338,119-0.5% | JPY 13.07390.3% | |
| 2015.HK (LI AUTO-W) | 1,200,200 -0.8% | HKD 14,050,9563.0% | HKD 11.70723.9% | |
| SWKS (Skyworks Solutions Inc) | 150,407 -0.8% | USD 13,174,1490.1% | USD 87.590.9% | |
| VOW3.DE (Volkswagen AG) | 152,557 -0.8% | EUR 13,006,470-0.6% | EUR 85.25650.2% | |
| STMMI.MI (STMicroelectronics NV) | 482,943 -0.8% | EUR 12,384,8491.4% | EUR 25.64452.2% | |
| 9868.HK (XPENG-W) | 1,445,600 -0.8% | HKD 8,629,1451.6% | HKD 5.969252.5% | |
| RNO.PA (Renault SA) | 194,284 -0.8% | EUR 8,316,8681.5% | EUR 42.80782.3% | |
| RIVN (Rivian Automotive Inc) | 643,188 -0.8% | USD 7,866,189-0.7% | USD 12.230.1% | |
| ALV (Autoliv Inc) | 77,577 -0.8% | USD 7,689,432-0.3% | USD 99.120.5% | |
| BWA (BorgWarner Inc) | 215,707 -0.8% | USD 7,403,064-0.7% | USD 34.320.1% | |
| LSCC (Lattice Semiconductor Corporation) | 129,576 -0.8% | USD 7,353,438-0.1% | USD 56.750.8% | |
| GNTX (Gentex Corporation) | 218,956 -0.8% | USD 6,691,295-0.8% | USD 30.560.0% | |
| CON.DE (Continental AG) | 101,390 -0.8% | EUR 6,643,747-0.8% | EUR 65.52660.0% | |
| LITE (Lumentum Holdings Inc) | 63,256 -0.8% | USD 5,501,3743.0% | USD 86.973.8% | |
| 2382.HK (SUNNY OPTICAL) | 664,800 -0.8% | HKD 5,377,9981.0% | HKD 8.089651.8% | |
| MOTHERSON.BO (Samvardhana Motherson International Limited) | 2,769,562 -0.8% | INR 5,325,006-0.4% | INR 1.922690.4% | |
| PAH3.DE (Porsche Automobil Holding SE) | 143,754 -0.8% | EUR 5,256,4580.2% | EUR 36.56561.0% | |
| LEA (Lear Corporation) | 48,982 -0.8% | USD 4,792,399-0.2% | USD 97.840.6% | |
| 9866.HK (NIO-SW) | 1,059,400 -0.8% | HKD 4,656,075-0.2% | HKD 4.395010.6% | |
| SXS.L (Spectris PLC) | 98,665 -0.8% | GBP 3,172,8260.0% | GBP 32.15760.8% | |
| 2018.HK (AAC TECH) | 653,000 -0.8% | HKD 2,937,076-1.1% | HKD 4.49782-0.3% | |
| VC (Visteon Corp) | 26,108 -0.8% | USD 2,437,7040.6% | USD 93.371.4% | |
| VSH (Vishay Intertechnology Inc) | 118,519 -0.8% | USD 2,263,713-0.1% | USD 19.10.7% | |
| 9863.HK (LEAPMOTOR) | 533,600 -0.8% | HKD 1,940,601-0.8% | HKD 3.636810.0% | |
| ALGM (Allegro Microsystems Inc) | 89,120 -0.8% | USD 1,936,5780.3% | USD 21.731.2% | |
| VOW.DE (Volkswagen AG) | 21,052 -0.8% | EUR 1,854,409-0.6% | EUR 88.08710.3% | |
| 6770.T (Alps Alpine Co., Ltd.) | 175,000 -0.8% | JPY 1,797,9490.8% | JPY 10.2741.6% | |
| LCID (Lucid Group Inc) | 823,796 -0.8% | USD 1,795,875-0.4% | USD 2.180.5% | |
| LNR.TO (Linamar Corporation) | 40,198 -0.8% | CAD 1,764,7900.4% | CAD 43.90241.3% | |
| ADNT (Adient PLC) | 85,662 -0.8% | USD 1,647,280-1.0% | USD 19.23-0.2% | |
| CTS (CTS Corporation) | 29,239 -0.8% | USD 1,605,5130.2% | USD 54.911.1% | |
| FR.PA (Valeo SE) | 192,258 -0.8% | EUR 1,594,0440.4% | EUR 8.291171.2% | |
| MBLY (Mobileye Global Inc. Class A Common Stock) | 79,376 -0.8% | USD 1,432,737-0.7% | USD 18.050.1% | |
| FRVIA.PA (Forvia SE) | 158,811 -0.8% | EUR 1,347,928-0.7% | EUR 8.487620.1% | |
| THRM (Gentherm Inc) | 30,800 -0.8% | USD 1,296,680-0.8% | USD 42.10.0% | |
| CIE.MC (CIE Automotive SA) | 46,054 -0.8% | EUR 1,220,920-1.3% | EUR 26.5106-0.5% | |
| 348370.KQ (Enchem Co., Ltd.) | 12,133 -0.8% | KRW 1,106,281-5.4% | KRW 91.1795-4.6% | |
| 7313.T (TS TECH Co., Ltd.) | 91,500 -0.8% | JPY 1,006,479-0.2% | JPY 10.99980.6% | |
| 7220.T (Musashi Seimitsu Industry Co., Ltd.) | 44,900 -0.9% | JPY 988,078-2.1% | JPY 22.0062-1.2% | |
| DWL.L (Dowlais Group Plc) | 1,307,916 -0.8% | GBP 984,1572.3% | GBP 0.7524623.2% | |
| TIFS.L (TI Fluid Systems PLC) | 331,109 -0.8% | GBP 808,8851.0% | GBP 2.442961.8% | |
| OLECTRA.BO (OLECTRA GREENTECH LIMITED) | 39,222 -0.8% | INR 740,9810.1% | INR 18.8920.9% | |
| 7296.T (F.C.C. Co., Ltd.) | 36,400 -0.8% | JPY 722,9830.4% | JPY 19.86221.2% | |
| 078600.KQ (Daejoo Electronic Materials Co., Ltd.) | 11,144 -0.8% | KRW 663,823-6.7% | KRW 59.5677-6.0% | |
| SHA0.DE (Schaeffler AG) | 138,881 -0.8% | EUR 654,660-0.9% | EUR 4.71382-0.1% | |
| 179.HK (JOHNSON ELEC H) | 381,000 -0.8% | HKD 528,7890.7% | HKD 1.38791.5% | |
| OPM.PA (Opmobility) | 54,621 -0.8% | EUR 502,198-0.3% | EUR 9.194230.5% | |
| MRE.TO (Martinrea International Inc.) | 64,287 -0.8% | CAD 466,4901.3% | CAD 7.256372.2% | |
| ELG.DE (Elmos Semiconductor SE) | 6,909 -0.8% | EUR 453,1610.1% | EUR 65.590.9% | |
| CHPT (ChargePoint Holdings Inc) | 367,747 -0.8% | USD 448,6513.4% | USD 1.224.3% | |
| 5851.T (Ryobi Limited) | 30,200 -0.7% | JPY 421,0730.9% | JPY 13.94281.5% | |
| MEI (Methode Electronics Inc) | 33,416 -0.8% | USD 364,903-0.8% | USD 10.92 | |
| CPS (Cooper Stnd) | 16,157 -0.8% | USD 249,4645.2% | USD 15.446.0% | |
| 7280.T (Mitsuba Corporation) | 42,700 -0.7% | JPY 236,551-1.5% | JPY 5.53984-0.8% | |
| LAZR (Luminar Technologies) | 18,123 -0.8% | USD 160,932-2.8% | USD 8.87999-2.0% | |
| MVIS (Microvision Inc) | 178,342 -0.8% | USD 160,508-1.0% | USD 0.900001-0.2% | |
| NKLA (Nikola Corp) | 31,414 -0.8% | USD 63,1421.7% | USD 2.012.6% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| NVDA (NVIDIA Corporation) | 174,179 | USD 23,573,386 | USD 135.34 | |
| 6902.T (DENSO Corporation) | 1,330,100 | JPY 19,017,7310.1% | JPY 14.2980.1% | |
| NXPI (NXP Semiconductors NV) | 75,910 | USD 17,195,892 | USD 226.53 | |
| IFX.DE (Infineon Technologies AG) | 521,487 | EUR 16,469,263-0.6% | EUR 31.5813-0.6% | |
| QCOM (Qualcomm Incorporated) | 101,167 | USD 15,822,519 | USD 156.4 | |
| APTV (Aptiv PLC) | 263,582 | USD 14,634,073 | USD 55.52 | |
| 6723.T (Renesas Electronics Corporation) | 1,105,700 | JPY 14,411,8630.4% | JPY 13.03420.4% | |
| 2015.HK (LI AUTO-W) | 1,210,000 | HKD 13,640,218-0.9% | HKD 11.2729-0.9% | |
| SWKS (Skyworks Solutions Inc) | 151,640 | USD 13,162,352 | USD 86.8 | |
| VOW3.DE (Volkswagen AG) | 153,808 | EUR 13,086,3410.2% | EUR 85.08230.2% | |
| STMMI.MI (STMicroelectronics NV) | 486,904 | EUR 12,214,313-0.6% | EUR 25.0857-0.6% | |
| 9868.HK (XPENG-W) | 1,457,500 | HKD 8,491,309-1.9% | HKD 5.82594-1.9% | |
| RNO.PA (Renault SA) | 195,877 | EUR 8,194,3330.8% | EUR 41.83410.8% | |
| RIVN (Rivian Automotive Inc) | 648,463 | USD 7,924,218 | USD 12.22 | |
| ALV (Autoliv Inc) | 78,213 | USD 7,711,802 | USD 98.6 | |
| BWA (BorgWarner Inc) | 217,476 | USD 7,455,077 | USD 34.28 | |
| LSCC (Lattice Semiconductor Corporation) | 130,639 | USD 7,357,588 | USD 56.32 | |
| GNTX (Gentex Corporation) | 220,752 | USD 6,748,389 | USD 30.57 | |
| CON.DE (Continental AG) | 102,221 | EUR 6,699,2820.5% | EUR 65.53720.5% | |
| MOTHERSON.BO (Samvardhana Motherson International Limited) | 2,792,274 | INR 5,347,194-1.1% | INR 1.915-1.1% | |
| LITE (Lumentum Holdings Inc) | 63,775 | USD 5,342,432 | USD 83.77 | |
| 2382.HK (SUNNY OPTICAL) | 670,300 | HKD 5,325,9582.2% | HKD 7.945632.2% | |
| PAH3.DE (Porsche Automobil Holding SE) | 144,933 | EUR 5,247,8870.7% | EUR 36.20910.7% | |
| LEA (Lear Corporation) | 49,384 | USD 4,802,594 | USD 97.25 | |
| 9866.HK (NIO-SW) | 1,068,090 | HKD 4,665,257-2.5% | HKD 4.36785-2.5% | |
| SXS.L (Spectris PLC) | 99,474 | GBP 3,174,1331.1% | GBP 31.90921.1% | |
| 2018.HK (AAC TECH) | 658,500 | HKD 2,969,284-1.0% | HKD 4.50916-1.0% | |
| VC (Visteon Corp) | 26,322 | USD 2,423,467 | USD 92.07 | |
| VSH (Vishay Intertechnology Inc) | 119,491 | USD 2,265,549 | USD 18.96 | |
| 9863.HK (LEAPMOTOR) | 538,000 | HKD 1,955,949-1.9% | HKD 3.63559-1.9% | |
| ALGM (Allegro Microsystems Inc) | 89,851 | USD 1,929,999 | USD 21.48 | |
| VOW.DE (Volkswagen AG) | 21,225 | EUR 1,864,7840.9% | EUR 87.85790.9% | |
| LCID (Lucid Group Inc) | 830,552 | USD 1,802,298 | USD 2.17 | |
| 6770.T (Alps Alpine Co., Ltd.) | 176,400 | JPY 1,783,5000.2% | JPY 10.11050.2% | |
| LNR.TO (Linamar Corporation) | 40,528 | CAD 1,757,0181.1% | CAD 43.35321.1% | |
| ADNT (Adient PLC) | 86,364 | USD 1,663,371 | USD 19.26 | |
| CTS (CTS Corporation) | 29,479 | USD 1,601,594 | USD 54.33 | |
| FR.PA (Valeo SE) | 193,835 | EUR 1,588,233-2.5% | EUR 8.19374-2.5% | |
| MBLY (Mobileye Global Inc. Class A Common Stock) | 80,027 | USD 1,442,887 | USD 18.03 | |
| FRVIA.PA (Forvia SE) | 160,113 | EUR 1,357,5471.1% | EUR 8.478681.1% | |
| THRM (Gentherm Inc) | 31,053 | USD 1,307,642 | USD 42.11 | |
| CIE.MC (CIE Automotive SA) | 46,432 | EUR 1,237,3010.4% | EUR 26.64760.4% | |
| 348370.KQ (Enchem Co., Ltd.) | 12,232 | KRW 1,169,210-0.5% | KRW 95.5862-0.5% | |
| 7220.T (Musashi Seimitsu Industry Co., Ltd.) | 45,300 | JPY 1,008,992-0.1% | JPY 22.2736-0.1% | |
| 7313.T (TS TECH Co., Ltd.) | 92,200 | JPY 1,008,252-0.2% | JPY 10.9355-0.2% | |
| DWL.L (Dowlais Group Plc) | 1,318,642 | GBP 961,6113.3% | GBP 0.7292433.3% | |
| TIFS.L (TI Fluid Systems PLC) | 333,824 | GBP 801,0205.7% | GBP 2.399535.7% | |
| OLECTRA.BO (OLECTRA GREENTECH LIMITED) | 39,544 | INR 740,4420.6% | INR 18.72450.6% | |
| 7296.T (F.C.C. Co., Ltd.) | 36,700 | JPY 720,3150.2% | JPY 19.62710.2% | |
| 078600.KQ (Daejoo Electronic Materials Co., Ltd.) | 11,235 | KRW 711,6471.7% | KRW 63.3421.7% | |
| SHA0.DE (Schaeffler AG) | 140,020 | EUR 660,7540.2% | EUR 4.7190.2% | |
| 179.HK (JOHNSON ELEC H) | 384,000 | HKD 524,882-1.0% | HKD 1.36688-1.0% | |
| OPM.PA (Opmobility) | 55,069 | EUR 503,5843.7% | EUR 9.14463.7% | |
| MRE.TO (Martinrea International Inc.) | 64,814 | CAD 460,2970.2% | CAD 7.101810.2% | |
| ELG.DE (Elmos Semiconductor SE) | 6,966 | EUR 452,8570.2% | EUR 65.00960.2% | |
| CHPT (ChargePoint Holdings Inc) | 370,763 | USD 433,793 | USD 1.17 | |
| 5851.T (Ryobi Limited) | 30,400 | JPY 417,505-1.2% | JPY 13.7337-1.2% | |
| MEI (Methode Electronics Inc) | 33,690 | USD 367,895 | USD 10.92 | |
| 7280.T (Mitsuba Corporation) | 43,000 | JPY 240,079-0.3% | JPY 5.58323-0.3% | |
| CPS (Cooper Stnd) | 16,290 | USD 237,182 | USD 14.56 | |
| LAZR (Luminar Technologies) | 18,272 | USD 165,544 | USD 9.05998 | |
| MVIS (Microvision Inc) | 179,805 | USD 162,148 | USD 0.901799 | |
| NKLA (Nikola Corp) | 31,672 | USD 62,077 | USD 1.96 | |