NVIDIA CORP US67066G1040 1000000 6 816 676 309,80 kr 7.81%

PAYPAL HOLDINGS INC US70450Y1038 2500000 6 192 636 686,25 kr 7.09%

ADOBE INC US00724F1012 1100000 5 532 582 224,40 kr 6.34%

SERVICENOW INC US81762P1021 1000000 4 737 559 575,00 kr 5.43%

VMWARE INC-CLASS A US9285634021 2500000 3 454 514 962,50 kr 3.96%

MICROSOFT CORP US5949181045 1400000 3 229 228 966,53 kr 3.7%

GLOBAL PAYMENTS INC US37940X1028 2000000 3 192 274 722,00 kr 3.66%

TAIWAN SEMICONDUCTOR MANUFAC TW0002330008 17000000 3 097 226 452,95 kr 3.55%

APPLE INC US0378331005 2500000 2 906 314 687,50 kr 3.33%

ASML HOLDING NV NL0010273215 450000 2 658 931 528,50 kr 3.05%

SAMSUNG ELECTRONICS CO LTD KR7005930003 4000000 2 445 810 408,00 kr 2.8%

AMAZON.COM INC US0231351067 80000 2 363 105 808,00 kr 2.71%

ALPHABET INC-CL A US02079K3059 110000 2 285 564 265,60 kr 2.62%

SYNOPSYS INC US8716071076 750000 1 758 251 061,00 kr 2.01%

KEYSIGHT TECHNOLOGIES IN US49338L1035 1300000 1 709 830 258,50 kr 1.96%

BROADCOM INC US11135F1012 350000 1 418 187 285,59 kr 1.62%

TENCENT HOLDINGS LTD KYG875721634 2200000 1 411 485 095,86 kr 1.62%

INFINEON TECHNOLOGIES AG DE0006231004 3750000 1 290 290 141,25 kr 1.48%

CISCO SYSTEMS INC US17275R1023 2750000 1 236 660 896,63 kr 1.42%

CADENCE DESIGN SYS INC US1273871087 1000000 1 172 167 374,00 kr 1.34%

KLA CORP US4824801009 400000 1 099 233 273,60 kr 1.26%

APPLIED MATERIALS INC US0382221051 800000 962 586 782,64 kr 1.1%

SOLAREDGE TECHNOLOGIES INC US83417M1045 387484 920 922 437,18 kr 1.06%

MARVELL TECHNOLOGY INC US5738741041 1750000 877 973 670,00 kr 1.01%

DYNATRACE INC US2681501092 1600000 821 558 102,40 kr 0.94%

TERADYNE INC US8807701029 700000 798 239 326,50 kr 0.91%

EMEMORY TECHNOLOGY INC TW0003529004 1900000 776 679 673,55 kr 0.89%

PARADE TECHNOLOGIES LTD KYG6892A1085 1800000 763 359 915,69 kr 0.87%

S.O.I.T.E.C. FR0013227113 375000 710 247 971,25 kr 0.81%

NOVATEK MICROELECTRONICS COR TW0003034005 4500000 687 575 086,52 kr 0.79%

ASPEED TECHNOLOGY INC TW0005274005 1107272 681 486 799,73 kr 0.78%

VEEVA SYSTEMS INC-CLASS A US9224751084 250000 676 611 390,00 kr 0.78%

ULTRA CLEAN HOLDINGS INC US90385V1070 1300000 586 433 511,30 kr 0.67%

E INK HOLDINGS INC TW0008069006 25000000 571 065 480,45 kr 0.65%

SMARTSHEET INC-CLASS A US83200N1037 900000 566 216 226,45 kr 0.65%

F5 NETWORKS INC US3156161024 350000 564 083 151,45 kr 0.65%

LOTES CO LTD TW0003533006 3000000 536 464 730,16 kr 0.61%

LUMENTUM HOLDINGS INC US55024U1097 750000 532 153 791,70 kr 0.61%

LARGAN PRECISION CO LTD TW0003008009 550000 522 073 267,65 kr 0.6%

DIALOG SEMICONDUCTOR PLC GB0059822006 750000 498 198 523,50 kr 0.57%

ADVANCED MICRO DEVICES US0079031078 600000 476 664 959,86 kr 0.55%

INTEL CORP US4581401001 1000000 474 973 516,71 kr 0.54%

NAVER CORP KR7035420009 150000 474 500 857,50 kr 0.54%

TWILIO INC - A US90138F1021 140000 472 021 340,91 kr 0.54%

AVALARA INC US05338G1067 336500 467 102 341,98 kr 0.54%

NCSOFT CORP KR7036570000 75000 465 976 890,00 kr 0.53%

ARISTA NETWORKS INC US0404131064 150000 462 331 207,80 kr 0.53%

LX SEMICON CO LTD KR7108320003 500000 460 673 088,00 kr 0.53%

RADIANT OPTO-ELECTRONICS COR TW0006176001 12000000 446 441 539,14 kr 0.51%

CHICONY ELECTRONICS CO LTD TW0002385002 18000000 443 134 564,78 kr 0.51%

ICHOR HOLDINGS LTD KYG4740B1059 970000 443 114 761,74 kr 0.51%

TOWER SEMICONDUCTOR LTD IL0010823792 1700000 428 039 894,10 kr 0.49%

PROSUS NV NL0013654783 500000 421 720 014,00 kr 0.48%

SINBON ELECTRONICS CO LTD TW0003023008 5000000 419 495 822,10 kr 0.48%

NEXON CO LTD JP3758190007 2200000 419 430 968,26 kr 0.48%

VERINT SYSTEMS INC US92343X1000 1000000 383 782 854,00 kr 0.44%

SERCOMM CORPORATION TW0005388003 15000000 315 999 772,56 kr 0.36%

ELASTIC NV NL0013056914 250000 315 780 423,00 kr 0.36%

REALTEK SEMICONDUCTOR CORP TW0002379005 2000000 309 263 343,30 kr 0.35%

ALTERYX INC - CLASS A US02156B1035 400000 299 074 179,60 kr 0.34%

JAMF HOLDING CORP US47074L1052 1000000 289 202 308,50 kr 0.33%

ASM INTERNATIONAL NV NL0000334118 100000 281 720 307,00 kr 0.32%

SIMPLO TECHNOLOGY CO LTD TW0006121007 2500000 274 815 693,68 kr 0.31%

MYCRONIC AB SE0000375115 1018376 263 352 033,60 kr 0.3%

BE SEMICONDUCTOR INDUSTRIES NL0012866412 350000 254 742 778,50 kr 0.29%

PIXART IMAGING INC TW0003227005 4000000 240 674 245,38 kr 0.28%

MEDIATEK INC TW0002454006 800000 235 652 543,57 kr 0.27%

CHROMA ATE INC TW0002360005 4000000 234 550 218,78 kr 0.27%

COGNYTE SOFTWARE LTD IL0011691438 1033786 215 310 169,55 kr 0.25%

INNODISK CORP TW0005289003 3500000 204 159 736,78 kr 0.23%

VISA INC-CLASS A SHARES US92826C8394 100000 200 799 148,20 kr 0.23%

RAZER INC KYG7397A1067 80000000 185 444 181,34 kr 0.21%

ELAN MICROELECTRONICS CORP TW0002458007 3000000 178 668 476,06 kr 0.2%

LITE-ON TECHNOLOGY CORP TW0002301009 10000000 176 371 966,08 kr 0.2%

RICHWAVE TECHNOLOGY CORP TW0004968003 1000000 148 354 544,39 kr 0.17%

CHENBRO MICOM CO LTD TW0008210006 2500000 57 029 997,71 kr 0.07%

Swedbank Robur Technology SE0000538944

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