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quarterly holdings since 2019, from its SEC Form N-PORT filings, TickerInside, https://tickerinside.com/api/v1/quarterly/xntk.json","answer":"In XNTK's SEC filings, its largest position went from Applied Materials (AMAT) at 3.68% on 2019-09-30 to Micron Technology (MU) at 9.73% on 2026-06-30, across 28 quarterly reports."}