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EUVCorgi FundsActive-Equity

as of Aug 28, 2026

Holdings
39
AUM
$50M
Total Wt
98.5%
Net Flow 7d
-5.3%
Position changes over:
New Entrancespast 30 days
0positions entered

None this window โ€” no structural change.

Total Exitspast 30 days
0positions exited

None this window โ€” no structural change.

Position Sizingexisting holdings resized ยท past 30 days
Increased(12)
LRCXLam Research Corp
+0.00%
AMATApplied Materials Inc
+0.00%
LITELumentum Holdings Inc
+0.00%
KLACKLA CORP
+0.00%
GLWCorning Inc
+0.00%
MRVLMARVELL TECHNOLOGY INC
+0.00%
CRDOCredo Technology Group Holding Ltd
+0.00%
COHRCoherent Corp
+0.00%
CIENCiena Corp
+0.00%
MTSIMACOM Technology Solutions Holdings Inc
+0.00%
ONTOOnto Innovation Inc
+0.00%
TSMTaiwan Semiconductor Manufacturing Co Ltd
+0.00%
Top Holdingstop 20 by weight
#TickerNameWeightฮ” WtSharesฮ” Shares
1TSMTaiwan Semiconductor Manufacturing Co Ltd
11.119%
โ€”116,832โ€”
2ASMLASML Holding NV
9.876%
โ€”25,557โ€”
3LRCXLam Research Corp
6.122%
โ€”86,285โ€”
4AMATApplied Materials Inc
6.046%
โ€”56,273โ€”
5LITELumentum Holdings Inc
4.793%
โ€”22,509โ€”
6KLACKLA CORP
4.607%
โ€”112,546โ€”
7GLWCorning Inc
4.469%
โ€”131,303โ€”
8MRVLMARVELL TECHNOLOGY INC
3.631%
โ€”67,527โ€”
9COHRCoherent Corp
3.455%
โ€”52,521โ€”
10CRDOCredo Technology Group Holding Ltd
3.413%
โ€”63,776โ€”
11CIENCiena Corp
3.341%
โ€”37,515โ€”
12MTSIMACOM Technology Solutions Holdings Inc
2.779%
โ€”45,018โ€”
13ENTGEntegris Inc
2.671%
โ€”82,533โ€”
14ONTOOnto Innovation Inc
2.445%
โ€”37,515โ€”
15NOVTNovanta Inc
2.055%
โ€”63,776โ€”
16NVMINova Ltd
1.860%
โ€”22,509โ€”
17FNFabrinet
1.808%
โ€”18,757โ€”
18VIAVViavi Solutions Inc
1.798%
โ€”209,947โ€”
19OUSTOuster Inc
1.770%
โ€”217,450โ€”
20FORMFormFactor Inc
1.566%
โ€”63,776โ€”