Q3 2024 |
23 |
$1.47B |
+$633M |
-$96.9M |
+$537M |
MPWR, NVDA, MRVL, AMD, TSM
|
13F-HR |
11/14/2024, 10:41 AM |
Q2 2024 |
23 |
$1.01B |
+$327M |
-$41.4M |
+$285M |
NVDA, TSM, MPWR, AMAT, AVGO
|
13F-HR |
8/14/2024, 01:40 PM |
Q1 2024 |
24 |
$717M |
+$231M |
-$57.1M |
+$174M |
NVDA, TSM, AMAT, SNPS, ON
|
13F-HR |
5/15/2024, 10:08 AM |
Q4 2023 |
23 |
$432M |
+$71.5M |
-$66.8M |
+$4.73M |
AMD, NVDA, AMAT, MTSI, ON
|
13F-HR |
2/14/2024, 12:25 PM |
Q3 2023 |
20 |
$373M |
+$26.9M |
-$9.31M |
+$17.6M |
NVDA, ON, AVGO, AMD, AMAT
|
13F-HR |
11/14/2023, 08:47 AM |
Q2 2023 |
20 |
$360M |
+$32.2M |
-$70.3M |
-$38M |
ON, NVDA, AVGO, AMD, AMAT
|
13F-HR |
8/14/2023, 11:45 AM |
Q1 2023 |
20 |
$330M |
+$91.2M |
-$35.8M |
+$55.5M |
NVDA, AVGO, AMD, ON, AMAT
|
13F-HR |
5/15/2023, 02:44 PM |
Q4 2022 |
20 |
$230M |
+$49.6M |
-$21.9M |
+$27.7M |
AVGO, KLAC, SNPS, FN, MTSI
|
13F-HR |
2/6/2023, 04:02 PM |
Q3 2022 |
18 |
$178M |
+$30.1M |
-$27.2M |
+$2.89M |
ON, AVGO, MCHP, KLAC, STM
|
13F-HR |
10/21/2022, 02:41 PM |
Q2 2022 |
17 |
$184M |
+$4.89M |
-$42.8M |
-$37.9M |
AVGO, KLAC, MCHP, ON, MTSI
|
13F-HR |
8/10/2022, 05:11 PM |
Q1 2022 |
19 |
$295M |
+$31.5M |
-$42.8M |
-$11.4M |
AVGO, AMD, MRVL, AMAT, MCHP
|
13F-HR |
5/13/2022, 04:53 PM |
Q4 2021 |
20 |
$367M |
+$43.7M |
-$33.2M |
+$10.5M |
MRVL, AMD, AMAT, CALX, ON
|
13F-HR |
2/14/2022, 03:39 PM |
Q3 2021 |
21 |
$289M |
+$53.9M |
-$10.8M |
+$43.1M |
AMAT, MRVL, ON, STM, AMD
|
13F-HR |
10/27/2021, 12:45 PM |
Q2 2021 |
20 |
$249M |
+$45M |
-$57.3M |
-$12.4M |
AMAT, MU, MRVL, MTSI, MCHP
|
13F-HR |
8/5/2021, 04:23 PM |
Q1 2021 |
22 |
$246M |
+$79M |
-$17.8M |
+$61.3M |
AMAT, MU, AVGO, MCHP, KLAC
|
13F-HR |
4/29/2021, 02:08 PM |
Q4 2020 |
23 |
$166M |
$0 |
$0 |
|
MU, AVGO, MCHP, MRVL, AMAT
|
Restatement |
2/16/2021, 03:12 PM |