| Q2 2024 |
138 |
$124M |
+$2.37M |
-$15M |
-$12.6M |
TSM, QCOM, ASML, LRCX, AMAT
|
13F-HR |
8/13/2024, 02:55 PM |
| Q1 2024 |
142 |
$138M |
+$8.45M |
-$9M |
-$549K |
TSM, QCOM, LRCX, ASML, IBM
|
13F-HR |
4/9/2024, 09:44 PM |
| Q4 2023 |
151 |
$139M |
+$17.7M |
-$29M |
-$11.4M |
TSM, AAPL, BEPC, HPP, HRZN
|
13F-HR |
1/4/2024, 06:24 PM |
| Q3 2023 |
156 |
$130M |
+$11.8M |
-$21.1M |
-$9.3M |
HRZN, TSM, NVDA, FSLR, BEPC
|
13F-HR |
10/10/2023, 03:56 PM |
| Q2 2023 |
153 |
$152M |
+$6.97M |
-$2.35M |
+$4.62M |
FSLR, BEPC, TSM, NVDA, AAPL
|
13F-HR |
7/6/2023, 10:27 AM |
| Q1 2023 |
150 |
$143M |
+$12.2M |
-$2.72M |
+$9.47M |
FSLR, BEPC, TSM, AAPL, HRZN
|
13F-HR |
4/6/2023, 04:15 PM |
| Q4 2022 |
144 |
$120M |
+$12.2M |
-$8.31M |
+$3.88M |
FSLR, BEPC, IBM, HRZN, AAPL
|
13F-HR |
1/12/2023, 11:51 AM |
| Q3 2022 |
141 |
$118M |
+$2.57M |
-$297M |
-$294M |
FSLR, BEPC, JKS, SPWR, WOLF
|
13F-HR |
10/14/2022, 04:04 PM |
| Q2 2022 |
149 |
$435M |
+$325M |
-$6.1M |
+$319M |
JKS, BEPC, SWCH, IBM, TSM
|
13F-HR |
7/7/2022, 06:22 PM |
| Q1 2022 |
136 |
$148M |
+$15.7M |
-$2.36M |
+$13.3M |
BEPC, SWCH, JKS, HPP, TSLA
|
13F-HR |
4/19/2022, 03:42 PM |
| Q4 2021 |
124 |
$148M |
+$7.73M |
-$5.93M |
+$1.8M |
SWCH, BEPC, JKS, QCOM, TSLA
|
13F-HR |
1/11/2022, 07:39 PM |
| Q3 2021 |
126 |
$145M |
+$12M |
-$4.37M |
+$7.66M |
SWCH, BEPC, MRNA, JKS, HPP
|
13F-HR |
10/12/2021, 11:23 AM |
| Q2 2021 |
127 |
$147M |
+$59M |
-$20.7M |
+$38.3M |
BEPC, JKS, SWCH, SPWR, HPP
|
13F-HR |
7/22/2021, 01:22 PM |
| Q1 2021 |
111 |
$101M |
+$18.2M |
-$2.4M |
+$15.8M |
TSLA, DQ, SPWR, ENPH, BEPC
|
13F-HR |
7/22/2021, 01:21 PM |
| Q4 2020 |
101 |
$82.7M |
$0 |
$0 |
|
TSLA, BEPC, SEDG, TSM, HASI
|
13F-HR |
7/22/2021, 11:36 AM |