Fifthde as of March 31, 2023
Portfolio Holdings for Fifthde
Fifthde holds 12 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Blackberry (BB) | 14.4 | $220M | 48M | 4.56 | |
| Qualcomm (QCOM) | 12.8 | $195M | 1.5M | 127.58 | |
| Lithium Amers Corp Com New | 11.0 | $168M | 7.7M | 21.76 | |
| Albemarle Corporation (ALB) | 10.8 | $164M | 743k | 221.04 | |
| Visteon Corp Com New (VC) | 9.1 | $139M | 889k | 156.83 | |
| Xpeng Ads (XPEV) | 8.9 | $136M | 12M | 11.11 | |
| Fisker Cl A Com Stk (FSRN) | 7.6 | $115M | 19M | 6.14 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 7.4 | $112M | 1.2M | 93.02 | |
| Kla Corp Com New (KLAC) | 5.7 | $88M | 219k | 399.17 | |
| ON Semiconductor (ON) | 5.2 | $79M | 963k | 82.32 | |
| Western Digital (WDC) | 4.6 | $71M | 1.9M | 37.67 | |
| Innoviz Technologies SHS (INVZ) | 2.4 | $37M | 11M | 3.50 |
