Q4 2021 |
11 |
$351M |
+$138M |
-$95.7M |
+$42.5M |
IAS, NTNX, DV, ALGM, ETWO
|
13F-HR |
2/14/2022, 09:58 AM |
Q3 2021 |
12 |
$315M |
+$135M |
-$106M |
+$29.2M |
IAS, ETWO, NTNX, CZR, ALGM
|
13F-HR |
11/15/2021, 09:45 AM |
Q2 2021 |
12 |
$280M |
+$141M |
-$184M |
-$42.8M |
ETWO, ALGM, QCOM, ZNGA, IAS
|
13F-HR |
8/16/2021, 12:18 PM |
Q1 2021 |
13 |
$311M |
+$200M |
-$171M |
+$29.4M |
WDC, RSI, TRIP, ZNGA, ETWO
|
13F-HR |
5/13/2021, 04:30 PM |
Q4 2020 |
11 |
$275M |
+$127M |
-$112M |
+$15.1M |
TSEM, RSI, COMM, ZNGA, INTC
|
13F-HR |
2/16/2021, 09:38 AM |
Q3 2020 |
11 |
$211M |
+$103M |
-$149M |
-$45.4M |
TSEM, COMM, ZNGA, CZR, LITE
|
13F-HR |
11/16/2020, 07:04 AM |
Q2 2020 |
11 |
$261M |
+$99.7M |
-$159M |
-$59.4M |
TSEM, COMM, NUAN, GLUU, ERI
|
13F-HR |
8/14/2020, 08:46 AM |
Q1 2020 |
16 |
$264M |
+$190M |
-$106M |
+$83.7M |
TSEM, COMM, NTNX, IPHI, NVDA
|
13F-HR |
5/15/2020, 04:14 PM |
Q4 2019 |
8 |
$207M |
$0 |
$0 |
|
TSEM, MKSI, ZNGA, BAND, ERI
|
13F-HR |
2/14/2020, 03:09 PM |