Q3 2022 |
7 |
$67.8M |
+$9.27M |
-$16.6M |
-$7.34M |
BE, CRDO, INDI, AKTS, LRCX
|
13F-HR |
11/14/2022, 02:06 PM |
Q2 2022 |
7 |
$76.8M |
+$1.93M |
-$1.02M |
+$911K |
BE, WDC, APPS, AKTS, LRCX
|
13F-HR |
7/29/2022, 11:40 AM |
Q1 2022 |
7 |
$117M |
+$28.2M |
-$25.5M |
+$2.79M |
BE, APPS, AKTS, WDC, LRCX
|
13F-HR |
5/3/2022, 06:36 AM |
Q4 2021 |
7 |
$117M |
+$6.44M |
-$7.76M |
-$1.32M |
HMHC, BE, APPS, AKTS, WDC
|
13F-HR |
1/28/2022, 04:55 PM |
Q3 2021 |
9 |
$120M |
+$16.8M |
-$10.6M |
+$6.26M |
APPS, BE, HMHC, AKTS, WDC
|
13F-HR |
10/26/2021, 07:40 AM |
Q2 2021 |
10 |
$122M |
+$836K |
-$1.41M |
-$573K |
BE, AKTS, HMHC, WDC, LRCX
|
13F-HR |
7/16/2021, 12:25 PM |
Q1 2021 |
10 |
$86.2M |
$0 |
$0 |
|
BE, WDC, LRCX, TER, APPS
|
13F-HR |
5/14/2021, 06:47 AM |