Q4 2022 |
26 |
$91.1M |
+$29.3M |
-$27.4M |
+$1.89M |
DELL, KLAC, SWKS, V, AVGO
|
13F-HR |
2/14/2023, 12:58 PM |
Q3 2022 |
27 |
$83M |
+$45.2M |
-$41.1M |
+$4.11M |
DELL, WDAY, SWKS, MRVL, IGV
|
13F-HR |
11/14/2022, 10:30 AM |
Q2 2022 |
23 |
$87M |
+$59.4M |
-$30.5M |
+$28.9M |
IBM, V, AMD, DELL, IGV
|
13F-HR |
8/11/2022, 06:44 PM |
Q1 2022 |
20 |
$65.1M |
+$30.7M |
-$34.6M |
-$3.86M |
DELL, AVGO, MSFT, AMAT, JBL
|
13F-HR |
5/11/2022, 05:59 PM |
Q4 2021 |
15 |
$74.1M |
+$30.8M |
-$82.6M |
-$51.7M |
DELL, MSFT, MA, KLAC, ADI
|
13F-HR |
2/10/2022, 04:29 PM |
Q3 2021 |
28 |
$122M |
+$85.1M |
-$12.7M |
+$72.4M |
DELL, AMAT, CMCSA, CRM, CSCO
|
13F-HR |
11/12/2021, 09:37 AM |
Q2 2021 |
17 |
$49.4M |
+$6.38M |
-$129M |
-$123M |
AMAT, ASML, CMCSA, NXPI, MCHP
|
13F-HR |
8/10/2021, 10:39 AM |
Q1 2021 |
33 |
$165M |
+$92.4M |
-$57.9M |
+$34.4M |
AMAT, MA, ASML, GOOGL, NXPI
|
13F-HR |
5/14/2021, 01:34 PM |
Q4 2020 |
39 |
$122M |
+$59.9M |
-$44.9M |
+$15M |
GPN, FI, AAPL, MSFT, MA
|
13F-HR |
2/10/2021, 05:39 PM |
Q3 2020 |
40 |
$94.6M |
+$43M |
-$60.9M |
-$17.8M |
AMZN, MA, MSFT, ADBE, CRM
|
13F-HR |
11/13/2020, 11:37 AM |
Q2 2020 |
47 |
$105M |
+$105M |
$0 |
+$105M |
MSFT, NXPI, NFLX, MA, VMW
|
13F-HR |
8/10/2020, 01:01 PM |
Q1 2020 |
0 |
$0 |
$0 |
-$149M |
-$149M |
|
13F-HR |
5/15/2020, 09:58 AM |
Q4 2019 |
34 |
$149M |
+$99.3M |
-$76M |
+$23.3M |
SPGI, FI, FIS, ADI, GPN
|
13F-HR |
2/13/2020, 10:27 AM |
Q3 2019 |
28 |
$115M |
+$42.5M |
-$110M |
-$67.7M |
AMAT, FI, NXPI, MSFT, GPN
|
13F-HR |
11/8/2019, 04:55 PM |
Q2 2019 |
32 |
$182M |
+$94.1M |
-$73.8M |
+$20.3M |
WP, ADBE, FDC, NXPI, BABA
|
13F-HR |
8/13/2019, 12:11 PM |
Q1 2019 |
35 |
$154M |
+$95.1M |
-$70.6M |
+$24.5M |
FDC, ADBE, NFLX, WP, SWKS
|
13F-HR |
5/15/2019, 10:42 AM |
Q4 2018 |
31 |
$112M |
+$63.8M |
-$67.9M |
-$4.13M |
TXN, V, TSM, KLAC, GPN
|
13F-HR |
2/6/2019, 12:03 PM |
Q3 2018 |
25 |
$130M |
+$67.2M |
-$89.7M |
-$22.5M |
V, MSFT, AMZN, DXC, RP
|
13F-HR |
11/14/2018, 11:11 AM |
Q2 2018 |
20 |
$143M |
+$70.1M |
-$79.4M |
-$9.29M |
V, ADBE, MRVL, ASML, AMAT
|
13F-HR |
8/14/2018, 03:42 PM |
Q1 2018 |
21 |
$149M |
+$85.4M |
-$44.3M |
+$41.1M |
MSFT, ADSK, DXC, V, MA
|
13F-HR |
5/14/2018, 01:04 PM |
Q4 2017 |
23 |
$102M |
$0 |
$0 |
|
V, ASML, AMAT, DXC, MA
|
13F-HR |
2/13/2018, 12:35 PM |