Q3 2024 |
28 |
$267M |
+$28.9M |
-$3.13M |
+$25.8M |
VST, AVGO, AMAT, NXPI, AAPL
|
13F-HR |
10/17/2024, 12:34 PM |
Q2 2024 |
27 |
$257M |
+$1.04M |
-$6M |
-$4.96M |
AVGO, VST, AMAT, NXPI, ASML
|
13F-HR |
8/9/2024, 08:01 PM |
Q1 2024 |
30 |
$243M |
+$4.01M |
-$4.87M |
-$860K |
AVGO, VST, AMAT, NXPI, ASML
|
13F-HR |
4/22/2024, 09:36 AM |
Q4 2023 |
31 |
$208M |
+$9.06M |
-$6.91M |
+$2.14M |
AVGO, NXPI, AMAT, AAPL, ASML
|
13F-HR |
1/22/2024, 03:26 PM |
Q3 2023 |
32 |
$177M |
+$7.22M |
-$8.16M |
-$936K |
AVGO, NXPI, AMAT, AAPL, ASML
|
13F-HR |
10/12/2023, 03:50 PM |
Q2 2023 |
32 |
$193M |
+$6.69M |
-$4.97M |
+$1.72M |
AVGO, NXPI, AMAT, AAPL, ASML
|
13F-HR |
7/24/2023, 04:51 PM |
Q1 2023 |
33 |
$175M |
+$3.38M |
-$5.64M |
-$2.26M |
AVGO, NXPI, AAPL, AMAT, ASML
|
13F-HR |
4/13/2023, 11:10 AM |
Q4 2022 |
35 |
$162M |
+$2.29M |
-$8.7M |
-$6.41M |
AVGO, NXPI, AAPL, AMAT, ASML
|
13F-HR |
1/12/2023, 11:46 AM |
Q3 2022 |
35 |
$153M |
+$5.57M |
-$5.08M |
+$488K |
AAPL, AVGO, NXPI, AMAT, GPK
|
13F-HR |
10/27/2022, 03:14 PM |
Q2 2022 |
36 |
$161M |
+$5.84M |
-$6.26M |
-$421K |
AVGO, AAPL, NXPI, AVO, AMAT
|
13F-HR |
7/8/2022, 04:08 PM |
Q1 2022 |
37 |
$192M |
+$11.7M |
-$2.96M |
+$8.76M |
AVGO, AAPL, AVO, NXPI, AMAT
|
13F-HR |
4/19/2022, 04:10 PM |
Q4 2021 |
38 |
$204M |
$0 |
$0 |
|
AVGO, AAPL, AVO, NXPI, AMAT
|
13F-HR |
2/16/2022, 07:55 PM |