Holdings
One Rock Fund
As of May 31, 2026, One Rock Fund reported 52 positions worth US$55.3M. Largest: Sandisk Corporation, Micron Technology, Inc. and Bloom Energy Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Sandisk Corporation | 2,210 | US$3.75M | −3,000 | May 31, 2026 |
| Micron Technology, Inc. | 3,600 | US$3.5M | −2,700 | May 31, 2026 |
| Bloom Energy Corporation | 11,400 | US$3.25M | −2,050 | May 31, 2026 |
| Coherent Corp. | 7,980 | US$2.88M | +4,360 | May 31, 2026 |
| Nvidia Corporation | 11,400 | US$2.41M | −250 | May 31, 2026 |
| Digitalocean Holdings, Inc. | 14,300 | US$2.23M | new | May 31, 2026 |
| Celestica Inc. | 5,330 | US$2.05M | −1,300 | May 31, 2026 |
| Palantir Technologies Inc. | 12,760 | US$2M | −50 | May 31, 2026 |
| Lumentum Holdings Inc. | 2,320 | US$1.98M | −650 | May 31, 2026 |
| Advanced Micro Devices Inc | 3,660 | US$1.89M | new | May 31, 2026 |