https://www.sec.gov/Archives/edgar/data/2045724/000093583626000418/xslForm13F_X02/form13fInfoTable.xml
Situational awareness 2분기 요약
메모리 몰빵 가즈아
SNDK 56.7억 달러 (28.1%)
MU 55.7억 달러 (27.6%)
BE 19.0억 달러 (9.4%)
TSM 12.7억 달러 (6.3%)
NBIS 12.3억 달러 (6.1%)
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