The hedge fund's five largest disclosed stock holdings at the end of June were Sandisk, Micron Technology, Bloom Energy, Taiwan Semiconductor and Nebius Group.

Coalition split on Andrew Bragg speech as South Australian senator Andrew McLachlan urges colleagues to ‘follow his lead’
<p>Senior colleagues dismiss Bragg’s migration figures as ‘personal views’ while others say critical response is an ‘overreaction’</p><ul><li><p>Get our <a href="https://www.theguardian.com/email-newsletters?CMP=cvau_sfl">breaking news email</a>, <a href="https://app.adjust.com/w4u7jx3">free app</a>
