| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 32 | $306M | +$176M | -$91.5M | +$84.8M | NVDA, TSM, COHR, AMD, AVGO | 13F-HR | 11/14/2024, 04:32 PM |
| Q2 2024 | 23 | $231M | +$144M | -$112M | +$32M | NVDA, TSM, PULS, MU, AVGO | 13F-HR | 8/14/2024, 04:36 PM |
| Q1 2024 | 24 | $244M | +$145M | -$121M | +$24.4M | NVDA, GOOGL, GM, MU, NXPI | 13F-HR | 5/15/2024, 04:14 PM |
| Q4 2023 | 18 | $172M | $0 | $0 | NVDA, MSFT, AMZN, GM, AMD | 13F-HR | 2/14/2024, 04:40 PM |