Q3 2024 |
31 |
$538M |
+$54.8M |
-$51.9M |
+$2.92M |
UCTT, LITE, VMEO, KLIC, ADTN
|
13F-HR |
11/14/2024, 04:26 PM |
Q2 2024 |
34 |
$528M |
+$45.4M |
-$27.1M |
+$18.3M |
LITE, UCTT, KLIC, VMEO, ADTN
|
13F-HR |
8/14/2024, 04:05 PM |
Q1 2024 |
34 |
$521M |
+$60.6M |
-$71.5M |
-$10.9M |
UCTT, LITE, KLIC, FARO, VMEO
|
13F-HR |
5/15/2024, 04:08 PM |
Q4 2023 |
32 |
$543M |
+$60.6M |
-$34.3M |
+$26.2M |
LITE, UCTT, KLIC, FARO, BC
|
13F-HR |
2/14/2024, 04:22 PM |
Q3 2023 |
33 |
$457M |
+$66.7M |
-$28.4M |
+$38.2M |
LITE, UCTT, KLIC, BC, FARO
|
13F-HR |
11/14/2023, 04:13 PM |
Q2 2023 |
33 |
$474M |
+$67.7M |
-$49.4M |
+$18.3M |
UCTT, LITE, KLIC, BC, FARO
|
13F-HR |
8/14/2023, 04:17 PM |
Q1 2023 |
33 |
$434M |
+$62.7M |
-$71.6M |
-$8.97M |
LITE, UCTT, KLIC, BC, ANF
|
13F-HR |
5/15/2023, 04:26 PM |
Q4 2022 |
32 |
$409M |
+$57.4M |
-$43.8M |
+$13.6M |
UCTT, LITE, MCFT, KLIC, BC
|
13F-HR |
2/14/2023, 04:06 PM |
Q3 2022 |
29 |
$340M |
+$59.7M |
-$18.3M |
+$41.4M |
UCTT, MCFT, LITE, KLIC, BC
|
13F-HR |
11/14/2022, 04:16 PM |
Q2 2022 |
31 |
$309M |
+$63M |
-$23.1M |
+$39.9M |
UCTT, MCFT, KLIC, ANF, LITE
|
13F-HR |
8/15/2022, 04:34 PM |
Q1 2022 |
27 |
$327M |
+$74.3M |
-$14.4M |
+$59.9M |
UCTT, MCFT, ANF, KLIC, LITE
|
13F-HR |
5/13/2022, 05:11 PM |
Q4 2021 |
28 |
$310M |
+$36M |
-$55.5M |
-$19.5M |
MCFT, UCTT, KLIC, LITE, ANF
|
13F-HR |
2/14/2022, 04:28 PM |
Q3 2021 |
30 |
$292M |
+$39M |
-$30.9M |
+$8.05M |
UCTT, MCFT, KLIC, ANF, LITE
|
13F-HR |
11/15/2021, 04:42 PM |
Q2 2021 |
26 |
$302M |
+$40.1M |
-$59M |
-$18.9M |
UCTT, MCFT, KLIC, TLYS, FN
|
13F-HR |
8/13/2021, 04:22 PM |
Q1 2021 |
26 |
$296M |
+$8.83M |
-$131M |
-$122M |
KLIC, MCFT, ANF, FN, LITE
|
13F-HR |
5/17/2021, 04:01 PM |
Q4 2020 |
26 |
$326M |
+$15.8M |
-$113M |
-$97.3M |
MCFT, UCTT, KLIC, LITE, ANF
|
13F-HR |
2/12/2021, 05:09 PM |
Q3 2020 |
27 |
$303M |
+$16.6M |
-$52.6M |
-$36M |
MCFT, UCTT, KLIC, IIVI, BOX
|
13F-HR |
11/16/2020, 04:25 PM |
Q2 2020 |
30 |
$346M |
+$39.3M |
-$46.1M |
-$6.74M |
MCFT, UCTT, BOX, IIVI, CALX
|
13F-HR |
8/14/2020, 04:12 PM |
Q1 2020 |
30 |
$256M |
+$62.7M |
-$36.5M |
+$26.2M |
UCTT, FN, IIVI, BOX, KLIC
|
13F-HR |
5/15/2020, 04:27 PM |
Q4 2019 |
30 |
$355M |
+$47.6M |
-$70.2M |
-$22.6M |
UCTT, MCFT, EXPR, TLYS, CALX
|
13F-HR |
2/14/2020, 05:14 PM |
Q3 2019 |
28 |
$301M |
+$44.3M |
-$39.5M |
+$4.78M |
UCTT, CALX, EXPR, MCFT, TLYS
|
13F-HR |
11/14/2019, 04:10 PM |
Q2 2019 |
29 |
$294M |
+$31.9M |
-$34.4M |
-$2.53M |
TNAV, UCTT, CALX, MCFT, HPR
|
13F-HR |
8/14/2019, 04:51 PM |
Q1 2019 |
28 |
$305M |
+$17.2M |
-$40.4M |
-$23.2M |
CALX, TNAV, UCTT, MCFT, ATEN
|
13F-HR |
5/15/2019, 04:36 PM |
Q4 2018 |
30 |
$303M |
+$83.1M |
-$67.8M |
+$15.3M |
CALX, FN, UCTT, ESIO, HPR
|
13F-HR |
2/14/2019, 05:21 PM |
Q3 2018 |
26 |
$315M |
+$36.4M |
-$28.4M |
+$7.98M |
FN, CALX, MCFT, TNAV, OCLR
|
13F-HR |
11/14/2018, 05:22 PM |
Q2 2018 |
26 |
$309M |
+$27.8M |
-$32.6M |
-$4.77M |
CALX, FN, TNAV, OCLR, INFN
|
13F-HR |
8/14/2018, 04:30 PM |
Q1 2018 |
30 |
$293M |
+$70.1M |
-$66M |
+$4.03M |
HPR, CALX, TNAV, INFN, GES
|
13F-HR |
5/15/2018, 11:10 AM |
Q4 2017 |
28 |
$275M |
+$51.7M |
-$33.8M |
+$17.9M |
MCFT, BBG, TNAV, ATEN, CALX
|
13F-HR |
2/14/2018, 12:56 PM |
Q3 2017 |
25 |
$248M |
+$41.9M |
-$19.9M |
+$22M |
TNAV, MCFT, INFN, ATEN, PDFS
|
13F-HR |
11/14/2017, 04:25 PM |
Q2 2017 |
27 |
$218M |
+$70.1M |
-$35.7M |
+$34.4M |
TNAV, INFN, MCFT, CAMP, PDFS
|
13F-HR |
8/14/2017, 05:17 PM |
Q1 2017 |
28 |
$184M |
+$43.3M |
-$11.6M |
+$31.7M |
TNAV, CAMP, XCRA, RUBI, ATEN
|
13F-HR |
5/15/2017, 04:25 PM |
Q4 2016 |
27 |
$139M |
$0 |
$0 |
|
TNAV, XCRA, CAMP, CARB, PDFS
|
13F-HR |
2/14/2017, 01:26 PM |