Goldstream Capital Management Ltd — 13F holdings

Goldstream Capital Management Ltd reported 45 holdings worth $132M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

  1. SOXX ISHARES TR — $56.4M (42.7%)
  2. SNDK SANDISK CORP — $5.95M (4.5%)
  3. LRCX LAM RESEARCH CORP — $3.80M (2.9%)
  4. TSM TAIWAN SEMICONDUCTOR MFG LTD — $3.79M (2.9%)
  5. MU MICRON TECHNOLOGY INC — $3.67M (2.8%)
  6. AMAT APPLIED MATLS INC — $3.24M (2.5%)
  7. AMD ADVANCED MICRO DEVICES INC — $3.03M (2.3%)
  8. NVDA NVIDIA CORPORATION — $2.83M (2.1%)
  9. VRT VERTIV HOLDINGS CO — $2.65M (2.0%)
  10. INTC INTEL CORP — $2.57M (1.9%)