| Q4 2025 |
|
|
|
|
$0 |
|
13F-NT |
17 Feb 2026, 16:15 |
| Q3 2025 |
18 |
$120,460,348 |
+$74,645,313 |
-$164,013,600 |
-$89,368,287 |
TSM, AVGO, TER, MGA, ALV
|
13F-HR |
14 Nov 2025, 16:17 |
| Q2 2025 |
29 |
$202,910,966 |
+$136,242,373 |
-$53,273,702 |
+$82,968,671 |
NVDA, META, MSFT, ADI, ALV
|
13F-HR |
14 Aug 2025, 16:17 |
| Q1 2025 |
24 |
$101,540,834 |
+$75,549,903 |
-$143,687,460 |
-$68,137,557 |
QCOM, LRCX, BKNG, ADI, AMD
|
13F-HR |
15 May 2025, 16:18 |
| Q4 2024 |
28 |
$181,139,196 |
+$108,297,472 |
-$244,916,967 |
-$136,619,495 |
GOOGL, TER, NVDA, MRVL, GM
|
13F-HR |
14 Feb 2025, 16:21 |
| Q3 2024 |
32 |
$305,656,774 |
+$176,231,737 |
-$91,481,187 |
+$84,750,550 |
NVDA, TSM, COHR, AMD, AVGO
|
13F-HR |
14 Nov 2024, 16:32 |
| Q2 2024 |
23 |
$231,046,724 |
+$143,873,743 |
-$111,903,966 |
+$31,969,777 |
NVDA, TSM, PULS, MU, AVGO
|
13F-HR |
14 Aug 2024, 16:36 |
| Q1 2024 |
24 |
$243,757,576 |
+$144,906,038 |
-$120,545,815 |
+$24,360,223 |
NVDA, GOOGL, GM, MU, NXPI
|
13F-HR |
15 May 2024, 16:14 |
| Q4 2023 |
18 |
$172,130,070 |
$0 |
$0 |
$0 |
NVDA, MSFT, AMZN, GM, AMD
|
13F-HR |
14 Feb 2024, 16:40 |