Step Capital Management Pte. Ltd. — 13F holdings

Step Capital Management Pte. Ltd. reported 26 holdings worth $463M in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

1. MU MICRON TECHNOLOGY INC — $153M (33.0%)
2. MICRON TECHNOLOGY INC — $92.3M (19.9%)
3. MRNA Moderna Inc — $48.7M (10.5%)
4. ADVANCED MICRO DEVICES INC — $29.0M (6.3%)
5. INTC INTEL CORP — $27.9M (6.0%)
6. AVGO BROADCOM INC — $18.9M (4.1%)
7. BILI BILIBILI INC — $17.0M (3.7%)
8. INTEL CORP — $14.0M (3.0%)
9. ECHO ECHOSTAR CORP — $13.2M (2.8%)
10. AMD ADVANCED MICRO DEVICES INC — $11.6M (2.5%)