Q2 2024 |
67 |
$1.5B |
+$355M |
-$297M |
+$57.6M |
TEVA, AER, CIEN, QRVO, LW
|
13F-HR |
8/14/2024, 04:26 PM |
Q1 2024 |
38 |
$1.37B |
+$250M |
-$313M |
-$62.6M |
TEVA, AER, CIEN, DK, TENB
|
13F-HR |
5/15/2024, 04:30 PM |
Q4 2023 |
33 |
$1.19B |
+$303M |
-$89.1M |
+$214M |
TEVA, CIEN, MAT, DK, AER
|
13F-HR |
2/14/2024, 04:33 PM |
Q3 2023 |
34 |
$959M |
+$172M |
-$186M |
-$14M |
TEVA, CIEN, DK, MAT, KGS
|
13F-HR |
11/14/2023, 04:26 PM |
Q2 2023 |
37 |
$856M |
+$159M |
-$200M |
-$40.2M |
TEVA, ATVI, CIEN, DK, GLD
|
13F-HR |
8/14/2023, 04:29 PM |
Q1 2023 |
33 |
$953M |
+$331M |
-$128M |
+$202M |
TEVA, CHKP, ATVI, CIEN, DK
|
13F-HR |
5/15/2023, 04:36 PM |
Q4 2022 |
32 |
$737M |
+$160M |
-$103M |
+$56.9M |
CHKP, CIEN, DK, TEVA, ATVI
|
13F-HR |
2/14/2023, 04:28 PM |
Q3 2022 |
39 |
$636M |
+$245M |
-$168M |
+$76.7M |
CHKP, CIEN, DK, PANW, MOS
|
13F-HR |
10/26/2022, 02:06 PM |
Q2 2022 |
46 |
$602M |
+$137M |
-$37.2M |
+$99.7M |
CHKP, MOS, ZIM, CIEN, PANW
|
13F-HR |
8/15/2022, 06:25 PM |
Q1 2022 |
43 |
$646M |
+$324M |
-$364M |
-$40.7M |
MOS, CHKP, ZIM, CIEN, PANW
|
13F-HR |
5/16/2022, 04:25 PM |
Q4 2021 |
36 |
$678M |
+$276M |
-$203M |
+$72.6M |
CYBR, PANW, TSEM, CIEN, MOS
|
13F-HR |
2/14/2022, 04:38 PM |
Q3 2021 |
52 |
$551M |
+$178M |
-$330M |
-$152M |
CYBR, JAMF, PANW, CIEN, RDWR
|
13F-HR |
11/15/2021, 04:29 PM |
Q2 2021 |
48 |
$813M |
+$266M |
-$345M |
-$79.7M |
CIEN, CYBR, MRVL, SAIL, TSEM
|
13F-HR |
8/16/2021, 04:30 PM |
Q1 2021 |
40 |
$867M |
+$146M |
-$108M |
+$37.5M |
CHKP, CYBR, CIEN, SAIL, ARKO
|
13F-HR |
5/17/2021, 04:30 PM |
Q4 2020 |
31 |
$875M |
+$230M |
-$167M |
+$62.1M |
CHKP, CYBR, CIEN, SAIL, ARKO
|
Restatement |
2/22/2021, 06:02 AM |
Q3 2020 |
29 |
$671M |
+$331M |
-$244M |
+$87.3M |
CHKP, CIEN, CYBR, SAIL, TSEM
|
13F-HR |
11/16/2020, 04:29 PM |
Q2 2020 |
25 |
$591M |
+$137M |
-$158M |
-$21M |
CIEN, SEDG, TEVA, CYBR, DK
|
13F-HR |
8/14/2020, 04:29 PM |
Q1 2020 |
21 |
$436M |
+$60.3M |
-$57.8M |
+$2.51M |
CIEN, SEDG, TSEM, CYBR, VRNS
|
13F-HR |
5/15/2020, 04:30 PM |
Q4 2019 |
18 |
$536M |
+$101M |
-$33.4M |
+$68M |
SEDG, CIEN, TSEM, DK, CYBR
|
13F-HR |
2/14/2020, 04:36 PM |
Q3 2019 |
23 |
$423M |
+$216M |
-$179M |
+$37M |
SEDG, CIEN, DK, TSEM, RDWR
|
13F-HR |
11/14/2019, 04:29 PM |
Q2 2019 |
23 |
$393M |
+$236M |
-$185M |
+$50.7M |
DK, CIEN, MYL, MLNX, SEDG
|
13F-HR |
7/25/2019, 02:02 PM |
Q1 2019 |
9 |
$311M |
+$87.5M |
-$194M |
-$106M |
MLNX, SEDG, DK, MYL, RDWR
|
13F-HR |
5/15/2019, 04:31 PM |
Q4 2018 |
9 |
$371M |
+$77.6M |
-$107M |
-$29.9M |
MLNX, SEDG, DK, RDWR, CYBR
|
13F-HR |
2/14/2019, 02:12 PM |
Q3 2018 |
10 |
$419M |
+$36.5M |
-$32.1M |
+$4.4M |
MLNX, SEDG, VRNS, DK, AQ
|
13F-HR |
11/14/2018, 03:01 PM |
Q2 2018 |
8 |
$453M |
+$64.2M |
-$47.5M |
+$16.7M |
MLNX, SEDG, VRNS, DK, RDWR
|
13F-HR |
8/14/2018, 03:00 PM |
Q1 2018 |
9 |
$358M |
$0 |
-$90.2M |
-$90.2M |
MLNX, VRNS, SEDG, DK, RDWR
|
13F-HR |
5/14/2018, 04:33 PM |
Q4 2017 |
11 |
$388M |
+$25.5M |
-$28.2M |
-$2.71M |
MLNX, VRNS, SEDG, ORBK, DK
|
13F-HR |
2/14/2018, 03:00 PM |
Q3 2017 |
15 |
$329M |
+$25.2M |
-$35.5M |
-$10.2M |
MLNX, VRNS, ORBK, SEDG, DK
|
13F-HR |
11/14/2017, 03:00 PM |
Q2 2017 |
13 |
$304M |
+$47.8M |
-$32M |
+$15.8M |
MLNX, VRNS, ORBK, DK, RDWR
|
13F-HR |
8/14/2017, 03:00 PM |
Q1 2017 |
14 |
$283M |
+$116M |
-$67.4M |
+$48.3M |
MLNX, DK, VRNS, CHKP, ORBK
|
13F-HR |
5/15/2017, 03:02 PM |
Q4 2016 |
14 |
$211M |
+$16.7M |
-$14.7M |
+$2M |
MLNX, DK, ORBK, RDWR, WIX
|
13F-HR |
2/14/2017, 02:58 PM |
Q3 2016 |
15 |
$193M |
+$8.34M |
-$28.3M |
-$19.9M |
MLNX, ORBK, DK, WIX, RDWR
|
13F-HR |
11/14/2016, 05:45 PM |
Q2 2016 |
16 |
$195M |
+$47.3M |
-$46M |
+$1.3M |
MLNX, ORBK, DK, WIX, ORA
|
13F-HR |
8/15/2016, 04:17 PM |
Q1 2016 |
21 |
$202M |
+$24.9M |
-$17.4M |
+$7.58M |
MLNX, SEDG, DK, ORBK, TEVA
|
13F-HR |
5/13/2016, 04:00 PM |
Q4 2015 |
22 |
$209M |
+$144M |
-$11.8M |
+$132M |
TEVA, DK, MLNX, SEDG, ORBK
|
13F-HR |
2/16/2016, 03:39 PM |
Q3 2015 |
23 |
$69.5M |
+$11M |
-$7.5M |
+$3.46M |
TEVA, ORBK, ORA, YHOO, DK
|
13F-HR |
11/13/2015, 04:00 PM |
Q2 2015 |
1 |
$2.13K |
$0 |
$0 |
|
|
New Holdings |
8/17/2015, 03:14 PM |
Q2 2015 |
21 |
$78.6M |
+$10.7M |
-$23.7M |
-$13.1M |
ORBK, ORA, TEVA, YHOO, DK
|
13F-HR |
8/13/2015, 05:01 PM |
Q1 2015 |
18 |
$86.1M |
+$13M |
-$30.7M |
-$17.7M |
ORBK, ORA, TEVA, YHOO, RDWR
|
13F-HR |
5/14/2015, 05:18 PM |
Q4 2014 |
16 |
$93.8M |
$0 |
$0 |
|
ORBK, NVMI, TEVA, ORA, RDWR
|
13F-HR |
2/13/2015, 04:04 PM |