Goldstream Capital Management Ltd
Goldstream Capital Management Ltd reported 45 holdings worth US$132M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Goldstream Capital Management Ltd reported 45 holdings worth US$132M as of Jun 30, 2026. Largest: Sandisk Corporation, Lam Research Corporation and Taiwan Semiconductor Manufacturing Co., Ltd. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 45
- Value as reported
- US$132M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Sandisk Corporation | 2,617 | US$5.95M | 4.5% |
| Lam Research Corporation | 8,772 | US$3.8M | 2.9% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 7,928 | US$3.79M | 2.9% |
| Micron Technology, Inc. | 3,176 | US$3.67M | 2.8% |
| Applied Materials, Inc. | 4,480 | US$3.24M | 2.5% |
| Advanced Micro Devices Inc | 5,224 | US$3.03M | 2.3% |
| Nvidia Corporation | 14,129 | US$2.83M | 2.1% |
| Vertiv Holdings, Llc | 7,928 | US$2.65M | 2.0% |
| Alphabet Inc (google) Class C | 7,302 | US$2.61M | 2.0% |
| Intel Corporation | 18,399 | US$2.57M | 1.9% |
| Lumentum Holdings Inc. | 2,940 | US$2.52M | 1.9% |
| Ge Vernova Inc. | 1,993 | US$2.34M | 1.8% |
| Coherent Corp. | 5,744 | US$2.27M | 1.7% |
| Teradyne, Inc. | 4,434 | US$2.15M | 1.6% |
| Marvell Technology, Inc. | 7,002 | US$2.09M | 1.6% |
| Stmicroelectronics Nv | 25,606 | US$1.92M | 1.5% |
| Ciena Corporation | 3,765 | US$1.85M | 1.4% |
| Bloom Energy Corporation | 6,040 | US$1.83M | 1.4% |
| Crowdstrike Holdings, Inc. | 2,395 | US$1.83M | 1.4% |
| Amazon.com, Inc. | 7,438 | US$1.77M | 1.3% |
| Cloudflare, Inc. | 6,390 | US$1.57M | 1.2% |
| Qualcomm Incorporated | 6,953 | US$1.28M | 0.97% |
| Asml Holding Nv | 585 | US$1.16M | 0.88% |
| Corning Incorporated | 4,360 | US$1.11M | 0.84% |
| Western Digital Corporation | 1,739 | US$1.11M | 0.84% |
| Meta Platforms, Inc. | 1,777 | US$1M | 0.76% |
| Tesla, Inc. | 2,317 | US$975K | 0.74% |
| Texas Instruments Incorporated | 3,110 | US$927K | 0.70% |
| Axcelis Technologies, Inc. | 4,341 | US$822K | 0.62% |
| Broadcom Inc. | 2,102 | US$794K | 0.60% |
| Semtech Corporation | 4,716 | US$763K | 0.58% |
| Viavi Solutions Inc. | 15,890 | US$759K | 0.58% |
| Microsoft Corp. | 1,959 | US$731K | 0.55% |
| Nokia Oyj | 48,404 | US$643K | 0.49% |
| Aehr Test Systems | 5,188 | US$498K | 0.38% |
| Navitas Semiconductor Corporation | 27,607 | US$495K | 0.37% |
| Apple Inc | 1,274 | US$369K | 0.28% |
| Space Exploration Technologies Corp | 501 | US$85,601 | 0.06% |
Source
View original at SEC
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