Q3 2024 |
50 |
$2.87B |
+$362M |
-$310M |
+$52M |
TSEM, BXP, WIX, MTB, PATH
|
13F-HR |
11/12/2024, 05:03 PM |
Q2 2024 |
49 |
$2.6B |
+$388M |
-$238M |
+$150M |
TSEM, VAC, WIX, BXP, AVDX
|
13F-HR |
8/13/2024, 04:08 PM |
Q1 2024 |
54 |
$2.59B |
+$381M |
-$534M |
-$153M |
TSEM, VAC, BXP, PATH, WIX
|
13F-HR |
5/14/2024, 04:07 PM |
Q4 2023 |
48 |
$2.6B |
+$426M |
-$663M |
-$236M |
QDEL, TSEM, BXP, KRC, VAC
|
13F-HR |
2/12/2024, 05:02 PM |
Q3 2023 |
50 |
$2.56B |
+$368M |
-$551M |
-$183M |
QDEL, VAC, BXP, PFSI, EBAY
|
13F-HR |
11/13/2023, 04:02 PM |
Q2 2023 |
57 |
$3.03B |
+$578M |
-$261M |
+$317M |
QDEL, VAC, PFSI, BXP, SEDG
|
13F-HR |
8/11/2023, 04:11 PM |
Q1 2023 |
46 |
$2.75B |
+$316M |
-$607M |
-$291M |
QDEL, VAC, EBAY, CPRI, PFSI
|
13F-HR |
5/12/2023, 04:41 PM |
Q4 2022 |
47 |
$2.94B |
+$617M |
-$346M |
+$271M |
CPRI, VAC, EBAY, QDEL, SEDG
|
13F-HR |
2/10/2023, 04:58 PM |
Q3 2022 |
53 |
$2.39B |
+$179M |
-$551M |
-$372M |
CPRI, VAC, TSEM, QDEL, EBAY
|
13F-HR |
11/10/2022, 04:04 PM |
Q2 2022 |
78 |
$2.93B |
+$850M |
-$643M |
+$208M |
CPRI, TSEM, VAC, QDEL, EBAY
|
13F-HR |
8/12/2022, 04:04 PM |
Q1 2022 |
89 |
$3.49B |
+$655M |
-$450M |
+$205M |
TSEM, CPRI, VAC, QDEL, EBAY
|
13F-HR |
5/13/2022, 04:04 PM |
Q4 2021 |
87 |
$3.55B |
+$555M |
-$724M |
-$169M |
CPRI, TSEM, EBAY, VAC, VRNT
|
13F-HR |
2/11/2022, 04:49 PM |
Q3 2021 |
91 |
$3.5B |
+$746M |
-$473M |
+$273M |
TSEM, CPRI, VAC, VRNT, ESNT
|
13F-HR |
11/12/2021, 05:04 PM |
Q2 2021 |
94 |
$3.34B |
+$772M |
-$675M |
+$96.8M |
EBAY, TSEM, CPRI, VAC, ESNT
|
13F-HR |
8/13/2021, 04:02 PM |
Q1 2021 |
88 |
$3.17B |
+$1.02B |
-$655M |
+$362M |
EBAY, TSEM, CPRI, VAC, SICP
|
13F-HR |
5/14/2021, 04:01 PM |
Q4 2020 |
68 |
$2.46B |
+$485M |
-$278M |
+$208M |
TSEM, EBAY, CPRI, VAC, ESNT
|
13F-HR |
2/12/2021, 05:00 PM |
Q3 2020 |
59 |
$1.67B |
+$334M |
-$273M |
+$60.6M |
EBAY, TSEM, VAC, ESNT, RDWR
|
13F-HR |
11/13/2020, 04:12 PM |
Q2 2020 |
59 |
$1.57B |
+$669M |
-$177M |
+$491M |
EBAY, TSEM, VAC, RDWR, WYND
|
13F-HR |
8/13/2020, 04:11 PM |
Q1 2020 |
52 |
$854M |
+$223M |
-$326M |
-$103M |
TSEM, VAC, RDWR, ICPT, FTDR
|
13F-HR |
5/14/2020, 04:17 PM |
Q4 2019 |
44 |
$1.47B |
+$158M |
-$63.2M |
+$95.2M |
VAC, TSEM, ICPT, RDWR, CPRI
|
13F-HR |
2/13/2020, 04:59 PM |
Q3 2019 |
42 |
$1.15B |
+$128M |
-$124M |
+$3.84M |
VAC, TSEM, RDWR, CPRI, ICPT
|
13F-HR |
11/13/2019, 04:08 PM |
Q2 2019 |
42 |
$1.14B |
+$107M |
-$237M |
-$130M |
VAC, RDWR, TSEM, ICPT, QUOT
|
13F-HR |
8/13/2019, 04:57 PM |
Q1 2019 |
51 |
$1.33B |
+$295M |
-$265M |
+$29.6M |
VAC, TSEM, RDWR, ICPT, NRE
|
13F-HR |
5/14/2019, 04:14 PM |
Q4 2018 |
46 |
$1.16B |
+$279M |
-$185M |
+$94.3M |
VAC, RDWR, MLNX, TSEM, TRUE
|
13F-HR |
2/13/2019, 06:07 PM |
Q3 2018 |
41 |
$1.31B |
+$186M |
-$345M |
-$159M |
TSEM, MLNX, RDWR, TRUE, QUOT
|
13F-HR |
11/13/2018, 04:31 PM |
Q2 2018 |
54 |
$1.44B |
+$220M |
-$197M |
+$23.1M |
RDWR, MLNX, TSEM, QUOT, TRUE
|
13F-HR |
8/13/2018, 04:03 PM |
Q1 2018 |
56 |
$1.31B |
+$154M |
-$242M |
-$88.3M |
RDWR, MLNX, TSEM, QUOT, ICPT
|
13F-HR |
5/14/2018, 04:37 PM |
Q4 2017 |
55 |
$1.42B |
+$178M |
-$374M |
-$196M |
TSEM, RDWR, QUOT, TRUE, NRE
|
13F-HR |
2/12/2018, 05:04 PM |
Q3 2017 |
65 |
$1.51B |
+$272M |
-$129M |
+$144M |
TSEM, RDWR, ACLS, SEDG, TRUE
|
13F-HR |
11/13/2017, 05:17 PM |
Q2 2017 |
59 |
$1.26B |
+$150M |
-$328M |
-$178M |
TSEM, RDWR, TRUE, SEDG, DEPO
|
13F-HR |
8/11/2017, 04:12 PM |
Q1 2017 |
60 |
$1.39B |
+$207M |
-$307M |
-$100M |
TSEM, RDWR, DECK, DEPO, TRUE
|
13F-HR |
5/12/2017, 04:17 PM |
Q4 2016 |
63 |
$1.37B |
+$134M |
-$127M |
+$7.44M |
TSEM, DECK, DEPO, RDWR, NRF
|
13F-HR |
2/13/2017, 04:06 PM |
Q3 2016 |
68 |
$1.39B |
+$144M |
-$169M |
-$25.7M |
TSEM, DEPO, DECK, RDWR, NRF
|
13F-HR |
11/10/2016, 04:07 PM |
Q2 2016 |
65 |
$1.22B |
+$104M |
-$95.8M |
+$8.35M |
DECK, TSEM, DEPO, NRF, RDWR
|
13F-HR |
8/12/2016, 04:04 PM |
Q1 2016 |
67 |
$1.19B |
+$174M |
-$144M |
+$30.1M |
DECK, NRF, TSEM, DEPO, RDWR
|
13F-HR |
5/13/2016, 04:20 PM |
Q4 2015 |
74 |
$1.28B |
+$240M |
-$306M |
-$65.8M |
TSEM, DEPO, NRF, DECK, RDWR
|
13F-HR |
2/12/2016, 04:14 PM |
Q3 2015 |
84 |
$1.32B |
+$251M |
-$202M |
+$48.7M |
TSEM, NRF, CEVA, MLNX, RDWR
|
13F-HR |
11/13/2015, 06:46 PM |
Q2 2015 |
80 |
$1.52B |
+$153M |
-$145M |
+$7.62M |
DEPO, RDWR, TSEM, CEVA, IMMR
|
13F-HR |
8/14/2015, 04:15 PM |
Q1 2015 |
86 |
$1.52B |
+$207M |
-$82.9M |
+$124M |
FCAU, DEPO, RDWR, TSEM, CEVA
|
13F-HR |
5/14/2015, 04:20 PM |
Q4 2014 |
73 |
$1.3B |
+$216M |
-$85.8M |
+$130M |
RDWR, DEPO, ANWWQ, CEVA, TTWO
|
13F-HR |
2/17/2015, 02:40 PM |
Q3 2014 |
82 |
$1.07B |
+$165M |
-$172M |
-$7.12M |
DEPO, RDWR, HHC, SNMX, IMMR
|
13F-HR |
11/13/2014, 05:05 PM |
Q2 2014 |
84 |
$1.14B |
+$120M |
-$178M |
-$57.6M |
IMMR, HHC, RDWR, DEPO, SNMX
|
13F-HR |
8/14/2014, 08:45 AM |
Q1 2014 |
97 |
$1.23B |
+$279M |
-$186M |
+$93.3M |
HHC, RDWR, DEPO, SNMX, IMMR
|
13F-HR |
5/14/2014, 05:53 PM |
Q4 2013 |
88 |
$1.04B |
$0 |
$0 |
|
HHC, RDWR, NRF, DEPO, IMMR
|
13F-HR |
2/13/2014, 05:46 PM |