Stock Taper 
TELLIGENT GREATER CHINA FUND, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 ACM Research, Inc. | ACMR | 4K | $507.56K |
 Lumentum Holdings Inc. | LITE | 4.2K | $3.6M |
 Tower Semiconductor Ltd. | TSEM | 6K | $1.56M |
 Celestica Inc. | CLS | 6K | $2.19M |
 Eli Lilly and Company | LLY | 6.6K | $7.92M |
 GE Aerospace | GE | 7K | $2.62M |
 Nebius Group N.V. | NBIS | 8K | $2.21M |
 Advanced Micro Devices, Inc. | AMD | 10K | $5.81M |
 Coherent, Inc. | COHR | 10K | $3.94M |
 GE Vernova Inc. | GEV | 10K | $11.75M |
 Howmet Aerospace Inc. | HWM | 12K | $3.23M |
 Micron Technology, Inc. | MU | 15K | $17.31M |
 Corning Inc | GLW | 16K | $4.09M |
 Arista Networks, Inc. | ANET | 19.95K | $3.39M |
 KLA Corporation | KLAC | 20K | $6.03M |
 Amphenol Corporation | APH | 20K | $3.53M |
 Vertiv Holdings Co | VRT | 25K | $8.37M |
 Alphabet Inc. | GOOG | 26.4K | $9.33M |
 Broadcom Inc. | AVGO | 30K | $11.33M |
 NVIDIA Corporation | NVDA | 48K | $9.6M |