Breaking: Tristan Thompson just filed his Flagship Fund Here’s everything you need to know about what he owns All positions: • Advanced Micro Devices $AMD (5.7%) • Marvell Technology $MRVL (5.4%) • Marathon Petroleum $MPC (5.4%) • Phillips 66 $PSX (5.3%) • Rocket Lab $RKLB (5.2%) • Arm Holdings $ARM (5.2%) • Arista Networks $ANET (5.2%) • SK Hynix $SKHY (5.2%) • AST SpaceMobile $ASTS (5.1%) • Taiwan Semiconductor $TSM (5.0%) • GE Vernova $GEV (5.0%) • Broadcom $AVGO (4.9%) • Vistra $VST (4.9%) • Ondas Holdings $ONDS (4.8%) • Micron Technology $MU (4.8%) • Nebius Group $NBIS (4.8%) • Talen Energy $TLN (4.7%) • Halliburton $HAL (4.6%) • CoreWeave $CRWV (4.5%) • Constellation Energy $CEG (4.5%) Full exits: • None Summary: Tristan’s Flagship is focused on AI and semiconductors, with exposure to energy, aerospace, cloud computing and communications