Q3 2024 |
16 |
$22.3M |
+$16.2M |
-$1.35M |
+$14.8M |
T, ERIC, TXN, LITE, TSM
|
13F-HR |
11/14/2024, 12:35 PM |
Q2 2024 |
19 |
$7.24M |
+$2.39M |
-$5.32M |
-$2.94M |
TSM, ERIC, WDC, NVDA, LITE
|
Restatement |
9/27/2024, 10:55 AM |
Q1 2024 |
17 |
$7.91M |
+$6.02M |
-$170K |
+$5.85M |
NEP, WDC, SLAB, LITE, NEE
|
13F-HR |
5/15/2024, 10:35 AM |
Q4 2023 |
2 |
$2.02M |
+$1.21M |
$0 |
+$1.21M |
NEP, NEE
|
13F-HR |
2/14/2024, 10:37 AM |
Q3 2023 |
2 |
$770K |
+$228K |
-$226M |
-$226M |
NEP, NEE
|
13F-HR |
11/14/2023, 10:42 AM |
Q2 2023 |
17 |
$227M |
+$136M |
-$103M |
+$32.9M |
MSFT, NFLX, UBER, META, NVDA
|
13F-HR |
8/14/2023, 10:58 AM |
Q1 2023 |
19 |
$174M |
+$106M |
-$228M |
-$122M |
META, RBLX, NOW, PANW, AVGO
|
13F-HR |
5/15/2023, 10:39 AM |
Q4 2022 |
23 |
$248M |
+$108M |
-$669M |
-$560M |
AVGO, META, OKTA, NFLX, AMAT
|
13F-HR |
2/14/2023, 10:42 AM |
Q3 2022 |
37 |
$795M |
+$271M |
-$398M |
-$127M |
NFLX, TSLA, PANW, MRVL, ETSY
|
13F-HR |
11/14/2022, 12:39 PM |
Q2 2022 |
30 |
$1.02B |
+$313M |
-$153M |
+$160M |
PANW, AMD, DDOG, MPWR, TSLA
|
13F-HR |
8/15/2022, 10:51 AM |
Q1 2022 |
30 |
$1.19B |
+$704M |
-$316M |
+$388M |
AMD, PANW, LYFT, MPWR, UBER
|
13F-HR |
5/16/2022, 11:08 AM |
Q4 2021 |
34 |
$862M |
+$345M |
-$489M |
-$144M |
MU, QCOM, AMD, AVGO, LYFT
|
13F-HR |
2/14/2022, 10:42 AM |
Q3 2021 |
44 |
$944M |
+$463M |
-$369M |
+$94.3M |
AMD, PANW, LYFT, MRVL, EXPE
|
13F-HR |
11/15/2021, 11:00 AM |
Q2 2021 |
36 |
$867M |
+$272M |
-$502M |
-$230M |
MRVL, ROKU, MSFT, MPWR, LYFT
|
13F-HR |
8/16/2021, 10:04 AM |
Q1 2021 |
37 |
$1.04B |
+$514M |
-$715M |
-$201M |
INTC, MSFT, MPWR, ERIC, FIVN
|
13F-HR |
5/17/2021, 10:14 AM |
Q4 2020 |
29 |
$1.22B |
+$649M |
-$420M |
+$229M |
MU, PANW, DIS, RNG, MPWR
|
13F-HR |
2/16/2021, 10:48 AM |
Q3 2020 |
27 |
$826M |
+$412M |
-$315M |
+$96.6M |
SWKS, MU, TXN, TMUS, MSFT
|
13F-HR |
11/13/2020, 11:32 AM |
Q2 2020 |
31 |
$716M |
+$310M |
-$516M |
-$207M |
ADI, MSFT, MPWR, RNG, TMUS
|
13F-HR |
8/14/2020, 10:38 AM |
Q1 2020 |
27 |
$769M |
+$398M |
-$282M |
+$115M |
SPY, MU, IPHI, RNG, MSFT
|
13F-HR |
5/15/2020, 10:34 AM |
Q4 2019 |
27 |
$685M |
+$408M |
-$189M |
+$219M |
MU, META, TSLA, MSFT, ADI
|
13F-HR |
2/14/2020, 10:28 AM |
Q3 2019 |
25 |
$426M |
+$67M |
-$148M |
-$81.2M |
AMD, NOK, MSFT, TXN, LITE
|
13F-HR |
11/14/2019, 10:26 AM |
Q2 2019 |
21 |
$519M |
+$272M |
-$113M |
+$159M |
ADI, AMD, META, COMM, NOK
|
13F-HR |
8/14/2019, 10:32 AM |
Q1 2019 |
19 |
$340M |
+$150M |
-$220M |
-$70.8M |
MSFT, ERIC, CIEN, TMUS, BABA
|
13F-HR |
5/15/2019, 10:37 AM |
Q4 2018 |
20 |
$380M |
+$212M |
-$157M |
+$55M |
ERIC, QCOM, CIEN, INTC, XLNX
|
13F-HR |
2/14/2019, 10:46 AM |
Q3 2018 |
17 |
$353M |
+$233M |
-$132M |
+$101M |
MSFT, QRVO, TXN, CRM, GOOG
|
13F-HR |
11/14/2018, 10:41 AM |
Q2 2018 |
13 |
$236M |
+$82.9M |
-$218M |
-$135M |
MSFT, MPWR, CRM, BABA, TWTR
|
13F-HR |
8/14/2018, 10:29 AM |
Q1 2018 |
21 |
$350M |
+$196M |
-$204M |
-$7.98M |
MSFT, MU, INTC, WDC, NTNX
|
13F-HR |
5/14/2018, 12:52 PM |
Q4 2017 |
21 |
$343M |
+$114M |
-$189M |
-$75.7M |
MSFT, MCHP, TXN, NFLX, MPWR
|
13F-HR |
2/14/2018, 01:08 PM |
Q3 2017 |
21 |
$396M |
+$214M |
-$88.3M |
+$126M |
MU, MSFT, TXN, MCHP, NFLX
|
13F-HR |
11/14/2017, 12:05 PM |
Q2 2017 |
25 |
$252M |
+$89.5M |
-$92M |
-$2.48M |
BABA, WDC, AMZN, MU, AMD
|
13F-HR |
8/14/2017, 12:05 PM |
Q1 2017 |
26 |
$245M |
+$109M |
-$38.7M |
+$69.9M |
AAPL, MU, ADI, AMZN, TMUS
|
13F-HR |
5/15/2017, 12:56 PM |
Q4 2016 |
22 |
$151M |
+$75.1M |
-$54.3M |
+$20.7M |
AAPL, AMZN, MU, TMUS, MPWR
|
13F-HR |
2/13/2017, 01:27 PM |
Q3 2016 |
23 |
$120M |
+$58.6M |
-$41.3M |
+$17.3M |
META, MU, WDC, AMD, TMUS
|
13F-HR |
11/14/2016, 12:00 PM |
Q2 2016 |
20 |
$92.3M |
+$40.6M |
-$19M |
+$21.7M |
AVGO, MU, META, BIDU, LNKD
|
13F-HR |
8/12/2016, 12:37 PM |
Q1 2016 |
19 |
$67.1M |
+$38.9M |
-$26.1M |
+$12.8M |
META, AVGO, YHOO, MPWR, KLIC
|
Restatement |
5/13/2016, 03:55 PM |
Q4 2015 |
20 |
$54.6M |
$0 |
$0 |
|
NVDA, META, GOOG, MPWR, ATVI
|
13F-HR |
2/12/2016, 12:12 PM |