Q3 2020 |
23 |
$88.2M |
+$2.69M |
-$5.92M |
-$3.23M |
BABA, NXPI, MFC, TSM, CP
|
13F-HR |
11/12/2020, 09:06 AM |
Q2 2020 |
23 |
$83.2M |
+$3.79M |
-$12.3M |
-$8.49M |
BABA, NXPI, MFC, ASML, TSM
|
13F-HR |
8/7/2020, 05:04 PM |
Q1 2020 |
23 |
$74.1M |
+$11.8M |
-$6.53M |
+$5.22M |
BABA, ASML, NXPI, MFC, HDB
|
13F-HR |
5/11/2020, 07:21 PM |
Q4 2019 |
22 |
$88.7M |
+$11.1M |
-$8.65M |
+$2.45M |
NXPI, BABA, ASML, HDB, MFC
|
13F-HR |
2/11/2020, 05:43 PM |
Q3 2019 |
18 |
$74.8M |
+$5.89M |
-$761K |
+$5.13M |
NXPI, ASML, BABA, HDB, MFC
|
13F-HR |
11/12/2019, 05:55 PM |
Q2 2019 |
18 |
$74.3M |
+$1.84M |
-$35M |
-$33.2M |
HDB, NXPI, ASML, BABA, MFC
|
13F-HR |
8/13/2019, 03:29 PM |
Q1 2019 |
17 |
$102M |
+$11.1M |
-$7.19M |
+$3.88M |
BABA, CP, NXPI, ASML, MFC
|
13F-HR |
5/14/2019, 02:49 PM |
Q4 2018 |
18 |
$85.3M |
+$16.3M |
-$1.44M |
+$14.8M |
ASML, CP, HDB, NXPI, MFC
|
13F-HR |
2/8/2019, 04:32 PM |
Q3 2018 |
15 |
$82.7M |
+$11M |
-$1.99M |
+$8.98M |
MFC, CP, ASML, NXPI, HDB
|
13F-HR |
11/14/2018, 12:37 PM |
Q2 2018 |
15 |
$74.6M |
+$6.28M |
-$8.31M |
-$2.03M |
MFC, CP, ASML, HDB, NXPI
|
13F-HR |
8/8/2018, 04:45 PM |
Q1 2018 |
15 |
$77M |
+$8.52M |
-$7.5M |
+$1.02M |
ASML, MFC, CP, NXPI, HDB
|
13F-HR |
5/11/2018, 10:13 AM |
Q4 2017 |
17 |
$75.4M |
+$1.83M |
-$3.92M |
-$2.09M |
ASML, MFC, CP, BABA, HDB
|
13F-HR |
2/12/2018, 02:35 PM |
Q3 2017 |
16 |
$74.1M |
+$1.94M |
-$9.24M |
-$7.3M |
ASML, MFC, CP, BABA, HDB
|
13F-HR |
11/14/2017, 05:28 PM |
Q2 2017 |
17 |
$73.4M |
+$1.27M |
-$18.8M |
-$17.5M |
ASML, MFC, BABA, NXPI, CP
|
13F-HR |
8/14/2017, 02:47 PM |
Q1 2017 |
18 |
$85.6M |
+$3.62M |
-$3.73M |
-$108K |
ASML, MFC, NXPI, CP, BABA
|
13F-HR |
5/9/2017, 05:53 PM |
Q4 2016 |
19 |
$78.3M |
+$1.85M |
-$55.5M |
-$53.6M |
ASML, MFC, NXPI, CP, BABA
|
13F-HR |
2/13/2017, 01:02 PM |
Q3 2016 |
42 |
$133M |
+$5.03M |
-$14.2M |
-$9.13M |
NXPI, ASML, BABA, CP, MFC
|
13F-HR |
11/14/2016, 02:03 PM |
Q2 2016 |
42 |
$129M |
+$3.09M |
-$21.1M |
-$18M |
ASML, NXPI, BABA, CP, MFC
|
13F-HR |
8/17/2016, 02:04 PM |
Q1 2016 |
42 |
$148M |
+$22.9M |
-$12.4M |
+$10.5M |
BABA, ASML, NXPI, CP, MFC
|
13F-HR |
5/12/2016, 02:58 PM |
Q4 2015 |
43 |
$143M |
+$4.87M |
-$4.11M |
+$767K |
BABA, NXPI, ASML, CP, HDB
|
13F-HR |
2/9/2016, 12:54 PM |
Q3 2015 |
42 |
$140M |
+$17M |
-$7.5M |
+$9.46M |
ASML, NXPI, MFC, HDB, CP
|
13F-HR |
11/12/2015, 11:54 AM |
Q2 2015 |
46 |
$147M |
+$13.3M |
-$129M |
-$116M |
NXPI, ASML, MFC, HDB, RDY
|
13F-HR |
8/10/2015, 01:47 PM |
Q1 2015 |
58 |
$258M |
+$20.6M |
-$103M |
-$82.2M |
ASML, MFC, HDB, NICE, RDY
|
13F-HR |
5/14/2015, 04:09 PM |
Q4 2014 |
59 |
$323M |
$0 |
$0 |
|
ASML, MFC, HDB, NICE, CCJ
|
13F-HR |
2/5/2015, 10:18 AM |