Q4 2022 |
31 |
$39.3M |
+$23.1M |
-$49.2M |
-$26.1M |
COWN, UMPQ, TSEM, FHN, RTO
|
13F-HR |
1/25/2023, 12:04 PM |
Q3 2022 |
42 |
$66.8M |
+$41M |
-$37.1M |
+$3.9M |
ROG, CCXI, TMX, Y, NLSN
|
13F-HR |
10/12/2022, 01:03 PM |
Q2 2022 |
41 |
$63M |
+$34.4M |
-$23.9M |
+$10.4M |
COHR, ROG, WBT, BHVN, SJI
|
13F-HR |
8/15/2022, 12:03 PM |
Q1 2022 |
43 |
$53.9M |
+$26.2M |
-$57.1M |
-$31M |
ROG, COHR, CERN, VNE, NPTN
|
13F-HR |
4/13/2022, 10:05 AM |
Q4 2021 |
43 |
$84.6M |
+$34.5M |
-$36.3M |
-$1.77M |
XLNX, COHR, INFO, NUAN, BBL
|
13F-HR |
1/31/2022, 09:24 AM |
Q3 2021 |
43 |
$82.4M |
+$28.7M |
-$70.3M |
-$41.6M |
COHR, XLNX, NUAN, WTW, KSU
|
13F-HR |
10/7/2021, 04:54 PM |
Q2 2021 |
46 |
$126M |
+$47.2M |
-$40.3M |
+$6.85M |
XLNX, MXIM, ALXN, COHR, WTW
|
13F-HR |
7/14/2021, 04:54 PM |
Q1 2021 |
47 |
$112M |
+$48.6M |
-$42.8M |
+$5.85M |
MXIM, WORK, COHR, WTW, XLNX
|
13F-HR |
4/14/2021, 01:52 PM |
Q4 2020 |
40 |
$106M |
+$50.3M |
-$54M |
-$3.75M |
MXIM, WTW, XLNX, TIF, WORK
|
13F-HR |
2/1/2021, 06:38 PM |
Q3 2020 |
26 |
$108M |
+$70.2M |
-$32.3M |
+$37.9M |
WTW, WMGI, IMMU, MXIM, ACIA
|
13F-HR |
10/8/2020, 03:37 PM |
Q2 2020 |
21 |
$66M |
+$30.2M |
-$69.3M |
-$39.1M |
WMGI, TIF, WTW, LM, CZR
|
13F-HR |
7/24/2020, 05:08 PM |
Q1 2020 |
29 |
$102M |
+$35.6M |
-$44.1M |
-$8.47M |
AGN, WMGI, WBC, TIF, CY
|
13F-HR |
4/21/2020, 12:53 PM |
Q4 2019 |
31 |
$114M |
+$53.4M |
-$53.5M |
-$24.9K |
AGN, WCG, ADSW, WMGI, CY
|
13F-HR |
1/27/2020, 01:03 PM |
Q3 2019 |
26 |
$109M |
+$43.3M |
-$76.1M |
-$32.8M |
CELG, AGN, WCG, MLNX, ADSW
|
13F-HR |
10/9/2019, 03:45 PM |
Q2 2019 |
30 |
$142M |
+$78.3M |
-$38.6M |
+$39.8M |
RHT, APC, CELG, FDC, WCG
|
13F-HR |
7/12/2019, 03:14 PM |
Q1 2019 |
31 |
$103M |
+$63.4M |
-$68M |
-$4.59M |
RHT, CELG, MLNX, FDC, IDTI
|
13F-HR |
4/12/2019, 05:43 PM |
Q4 2018 |
30 |
$106M |
+$62.7M |
-$93.3M |
-$30.6M |
RHT, SHPG, SODA, IDTI, FOXA
|
13F-HR |
1/15/2019, 04:40 PM |
Q3 2018 |
33 |
$140M |
+$53.5M |
-$57.9M |
-$4.41M |
COL, FOXA, ESRX, SHPG, AET
|
13F-HR |
10/15/2018, 07:45 AM |
Q2 2018 |
31 |
$147M |
+$76.8M |
-$55M |
+$21.9M |
NXPI, COL, TRCO, XL, FOXA
|
13F-HR |
7/12/2018, 03:00 PM |
Q1 2018 |
27 |
$126M |
+$57.3M |
-$55.9M |
+$1.48M |
NXPI, TRCO, MON, COL, TWX
|
13F-HR |
4/17/2018, 05:07 PM |
Q4 2017 |
20 |
$131M |
+$58.5M |
-$70M |
-$11.5M |
NXPI, CPN, TRCO, STRP, MON
|
13F-HR |
1/17/2018, 01:26 PM |
Q3 2017 |
25 |
$143M |
+$60.6M |
-$57.5M |
+$3.03M |
TWX, ALR, STRP, AKRXQ, MON
|
13F-HR |
10/20/2017, 05:40 PM |
Q2 2017 |
30 |
$140M |
+$72.6M |
-$87.2M |
-$14.6M |
TWX, MBBYF, RAI, NXPI, MON
|
13F-HR |
7/12/2017, 09:17 AM |
Q1 2017 |
30 |
$152M |
+$69.9M |
-$63.1M |
+$6.88M |
WWAV, VAL, SYT, NXPI, TWX
|
13F-HR |
4/24/2017, 08:09 AM |
Q4 2016 |
34 |
$147M |
+$84.5M |
-$65.5M |
+$19M |
STJ, VAL, WWAV, SYT, RAD
|
13F-HR |
1/10/2017, 05:14 PM |
Q3 2016 |
33 |
$128M |
+$73.6M |
-$76.1M |
-$2.48M |
SYT, STJ, RAD, LNKD, VA
|
13F-HR |
10/13/2016, 02:54 PM |
Q2 2016 |
42 |
$129M |
+$72.4M |
-$114M |
-$41.5M |
RAD, MDVN, EMC, STJ, GAS
|
13F-HR |
7/13/2016, 10:22 AM |
Q1 2016 |
33 |
$176M |
+$97.2M |
-$86.4M |
+$10.8M |
SNDK, TWC, HOT, RAD, BXLT
|
13F-HR |
5/4/2016, 06:30 AM |
Q4 2015 |
35 |
$162M |
+$84.7M |
-$87.7M |
-$2.99M |
BRCM, PCP, TWC, PMCS, HUM
|
13F-HR |
1/28/2016, 07:38 AM |
Q3 2015 |
29 |
$163M |
+$110M |
-$78.5M |
+$31.8M |
TRAK, PCP, BRCM, HCC, TWC
|
13F-HR |
11/9/2015, 09:51 PM |
Q2 2015 |
33 |
$133M |
+$55.3M |
-$43.8M |
+$11.5M |
A309PS, FDO, HSP, OCR, CTRX
|
13F-HR |
8/5/2015, 05:31 PM |
Q1 2015 |
31 |
$122M |
+$64.9M |
-$101M |
-$36.3M |
FDO, A309PS, TRW, LO, TLM
|
13F-HR |
5/5/2015, 07:49 AM |
Q4 2014 |
40 |
$157M |
+$47.5M |
-$64.5M |
-$17M |
FDO, TWC, AGN, AMRE, TRW
|
13F-HR |
2/10/2015, 09:43 PM |
Q3 2014 |
47 |
$168M |
+$102M |
-$62.1M |
+$40M |
FDO, TWC, BYI, AGN, TRW
|
13F-HR |
10/31/2014, 09:31 AM |
Q2 2014 |
39 |
$129M |
+$56.6M |
-$30.5M |
+$26.1M |
FRX, AGN, F113PS, TWC, RDA
|
13F-HR |
7/16/2014, 08:07 AM |
Q1 2014 |
29 |
$86.5M |
+$47M |
-$82.3M |
-$35.4M |
FRX, TWC, HCBK, JOSB, RDA
|
13F-HR |
5/8/2014, 05:28 PM |
Q4 2013 |
33 |
$122M |
$0 |
$0 |
|
LPS, HCBK, CSE, BPO, HMA
|
13F-HR |
1/29/2014, 07:13 AM |