| Q1 2024 |
19 |
$507M |
+$37.3M |
-$35.9M |
+$1.47M |
AMD, SMCI, LRCX, AMAT, CDNS, INTC |
13F-HR |
4/26/2024, 11:41 AM |
| Q4 2023 |
19 |
$396M |
+$39.3M |
-$36.5M |
+$2.86M |
AMD, LRCX, ANET, AMAT, INTC, CDNS |
13F-HR |
1/19/2024, 04:21 PM |
| Q3 2023 |
19 |
$317M |
+$29.7M |
-$32M |
-$2.23M |
LRCX, AMAT, ANET, CDNS, INTC, AMD |
13F-HR |
11/7/2023, 08:47 PM |
| Q2 2023 |
16 |
$320M |
+$210M |
-$183M |
+$27.5M |
LRCX, AMAT, INTC, MU, CDNS, ANET |
13F-HR |
8/3/2023, 01:13 PM |
| Q1 2023 |
19 |
$282M |
+$33.8M |
-$25.5M |
+$8.35M |
GOOGL, NVDA, TSM, MSFT, ASML, ANET |
13F-HR |
4/21/2023, 05:36 PM |
| Q4 2022 |
24 |
$221M |
|
|
|
GOOGL, TSM, ASML, MSFT, NVDA, AMAT |
13F-HR |
1/27/2023, 05:00 PM |