Fifthde as of June 30, 2022
Portfolio Holdings for Fifthde
Fifthde holds 16 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Micron Technology (MU) | 12.3 | $187M | 3.4M | 55.28 | |
| Advanced Micro Devices (AMD) | 11.8 | $179M | 2.3M | 76.47 | |
| Qualcomm (QCOM) | 11.1 | $168M | 1.3M | 127.74 | |
| ON Semiconductor (ON) | 9.8 | $149M | 3.0M | 50.31 | |
| Lithium Amers Corp Com New | 8.4 | $128M | 6.3M | 20.13 | |
| Albemarle Corporation (ALB) | 8.3 | $127M | 606k | 208.98 | |
| Blackberry (BB) | 8.0 | $122M | 23M | 5.39 | |
| Visteon Corp Com New (VC) | 7.6 | $116M | 1.1M | 103.58 | |
| Rockwell Automation (ROK) | 6.7 | $102M | 512k | 199.31 | |
| General Motors Company (GM) | 4.7 | $72M | 2.3M | 31.76 | |
| Xpeng Ads (XPEV) | 3.8 | $58M | 1.8M | 31.74 | |
| Rivian Automotive Com Cl A (RIVN) | 3.2 | $49M | 1.9M | 25.74 | |
| Innoviz Technologies SHS (INVZ) | 1.9 | $28M | 7.2M | 3.92 | |
| Axalta Coating Sys (AXTA) | 1.1 | $17M | 745k | 22.11 | |
| Aeva Technologies | 0.7 | $11M | 3.5M | 3.13 | |
| Gentex Corporation (GNTX) | 0.5 | $7.6M | 273k | 27.97 |
