| Q2 2024 |
51 |
$543M |
+$210M |
-$280M |
-$69.9M |
WDC, AMZN, OLED, V, META
|
13F-HR |
8/14/2024, 04:00 PM |
| Q1 2024 |
45 |
$608M |
+$215M |
-$257M |
-$42.8M |
WDC, AMZN, FI, MSFT, ASML
|
13F-HR |
5/15/2024, 04:00 PM |
| Q4 2023 |
48 |
$593M |
+$328M |
-$225M |
+$103M |
WDC, AMZN, FLEX, MA, QCOM
|
13F-HR |
2/14/2024, 04:00 PM |
| Q3 2023 |
49 |
$447M |
+$319M |
-$106M |
+$214M |
NVDA, MSFT, ADI, V, GPN
|
13F-HR |
11/14/2023, 04:01 PM |
| Q2 2023 |
35 |
$227M |
+$86.9M |
-$239M |
-$152M |
MA, META, GLW, WU, FSLR
|
13F-HR |
8/14/2023, 04:01 PM |
| Q1 2023 |
34 |
$363M |
+$205M |
-$163M |
+$41.7M |
QCOM, JNPR, T, META, GPN
|
13F-HR |
5/15/2023, 04:01 PM |
| Q4 2022 |
35 |
$290M |
+$161M |
-$147M |
+$13.5M |
JNPR, SEDG, CIEN, MCHP, NVDA
|
13F-HR |
2/14/2023, 04:04 PM |
| Q3 2022 |
32 |
$261M |
+$195M |
-$149M |
+$46.3M |
CIEN, JNPR, SEDG, CHTR, PYPL
|
13F-HR |
11/14/2022, 04:01 PM |
| Q2 2022 |
23 |
$208M |
+$118M |
-$94.1M |
+$24.1M |
MRVL, KLAC, AMD, ON, HPE
|
13F-HR |
8/15/2022, 04:01 PM |
| Q1 2022 |
25 |
$216M |
+$125M |
-$108M |
+$17.6M |
WDAY, SEDG, KLAC, RUN, LRCX
|
13F-HR |
5/16/2022, 04:01 PM |
| Q4 2021 |
22 |
$205M |
$0 |
$0 |
|
INTC, LRCX, NVDA, NXPI, WDAY
|
13F-HR |
2/14/2022, 04:07 PM |