Q4 2022 |
31 |
$39.3M |
+$23.1M |
-$5.52M |
+$17.6M |
COWN, UMPQ, TSEM, FHN, RTO
|
13F-HR |
1/25/2023, 11:04 AM |
Q3 2022 |
41 |
$66.7M |
+$40.9M |
-$6.11M |
+$34.8M |
ROG, CCXI, TMX, Y, NLSN
|
13F-HR |
10/12/2022, 01:03 PM |
Q2 2022 |
42 |
$63.3M |
+$34.6M |
-$1.12M |
+$33.5M |
COHR, ROG, WBT, BHVNXXXX, SJI
|
13F-HR |
8/15/2022, 12:03 PM |
Q1 2022 |
44 |
$54.5M |
+$26.7M |
-$12.3M |
+$14.5M |
ROG, COHR, CERN, VNE, NPTN
|
13F-HR |
4/13/2022, 10:05 AM |
Q4 2021 |
43 |
$84.6M |
+$34.5M |
-$11.2M |
+$23.3M |
XLNX, COHR, INFO, NUAN, BBL
|
13F-HR |
1/31/2022, 08:24 AM |
Q3 2021 |
43 |
$82.4M |
+$28.7M |
-$70.3M |
-$41.6M |
COHR, XLNX, NUAN, WTW, KSU
|
13F-HR |
10/7/2021, 04:54 PM |
Q2 2021 |
46 |
$126M |
+$47.2M |
-$40.3M |
+$6.85M |
XLNX, MXIM, ALXN, COHR, WTW
|
13F-HR |
7/14/2021, 04:54 PM |
Q1 2021 |
47 |
$112M |
+$48.6M |
-$42.8M |
+$5.77M |
MXIM, WORK, COHR, WTW, XLNX
|
13F-HR |
4/14/2021, 01:52 PM |
Q4 2020 |
39 |
$106M |
+$50.3M |
-$5.83M |
+$44.4M |
MXIM, WTW, XLNX, TIF, WORK
|
13F-HR |
2/1/2021, 05:38 PM |
Q3 2020 |
26 |
$107M |
+$70.6M |
-$5.26M |
+$65.3M |
WTW, WMGI, IMMU, MXIM, ACIA
|
13F-HR |
10/8/2020, 03:37 PM |
Q2 2020 |
20 |
$66M |
+$30.2M |
-$5.6M |
+$24.6M |
WMGI, TIF, WTW, LM, CZRXXXX
|
13F-HR |
7/24/2020, 05:08 PM |
Q1 2020 |
30 |
$103M |
+$35.8M |
-$10.1M |
+$25.7M |
AGN, WMGI, WBC, TIF, CY
|
13F-HR |
4/21/2020, 12:53 PM |
Q4 2019 |
31 |
$114M |
+$53.4M |
-$8.33M |
+$45.1M |
AGN, WCG, ADSW, WMGI, CY
|
13F-HR |
1/27/2020, 12:03 PM |
Q3 2019 |
27 |
$110M |
+$44.5M |
-$2.56M |
+$41.9M |
CELG, AGN, WCG, MLNX, ADSW
|
13F-HR |
10/9/2019, 03:45 PM |
Q2 2019 |
30 |
$142M |
+$78.3M |
-$3.46M |
+$74.9M |
RHT, APC, CELG, FDC, WCG
|
13F-HR |
7/12/2019, 03:14 PM |
Q1 2019 |
32 |
$103M |
+$63.9M |
-$3.94M |
+$59.9M |
RHT, CELG, MLNX, FDC, IDTI
|
13F-HR |
4/12/2019, 05:43 PM |
Q4 2018 |
31 |
$108M |
+$62.7M |
-$18.8M |
+$43.9M |
RHT, SHPG, SODA, IDTI, FOXA
|
13F-HR |
1/15/2019, 03:40 PM |
Q3 2018 |
35 |
$144M |
+$57M |
-$15.2M |
+$41.8M |
COL, FOXA, ESRX, SHPG, AET
|
13F-HR |
10/15/2018, 07:45 AM |
Q2 2018 |
34 |
$153M |
+$82.8M |
-$1.11M |
+$81.7M |
NXPI, COL, TRCO, XL, FOXA
|
13F-HR |
7/12/2018, 03:00 PM |
Q1 2018 |
28 |
$130M |
+$59.3M |
-$5.53M |
+$53.8M |
NXPI, TRCO, MON, COL, TWX
|
13F-HR |
4/17/2018, 05:07 PM |
Q4 2017 |
21 |
$133M |
+$60.8M |
-$8.76M |
+$52.1M |
NXPI, CPN, TRCO, STRP, MON
|
13F-HR |
1/17/2018, 12:26 PM |
Q3 2017 |
27 |
$148M |
+$65.5M |
-$876K |
+$64.6M |
TWX, ALR, STRP, AKRXQ, MON
|
13F-HR |
10/20/2017, 05:40 PM |
Q2 2017 |
31 |
$140M |
+$73M |
-$2.93M |
+$70.1M |
TWX, MBBYF, RAI, NXPI, MON
|
13F-HR |
7/12/2017, 09:17 AM |
Q1 2017 |
32 |
$153M |
+$70.1M |
-$2.83M |
+$67.2M |
WWAV, VAL, SYT, NXPI, TWX
|
13F-HR |
4/24/2017, 08:09 AM |
Q4 2016 |
36 |
$150M |
+$87M |
-$6.67M |
+$80.3M |
STJ, VAL, WWAV, SYT, RADXXXX
|
13F-HR |
1/10/2017, 04:14 PM |
Q3 2016 |
33 |
$128M |
+$73.6M |
-$3.57M |
+$70M |
SYT, STJ, RADXXXX, LNKD, VA
|
13F-HR |
10/13/2016, 02:54 PM |
Q2 2016 |
44 |
$132M |
+$74.2M |
-$14M |
+$60.2M |
RADXXXX, MDVN, EMC, STJ, GAS
|
13F-HR |
7/13/2016, 10:22 AM |
Q1 2016 |
38 |
$196M |
+$117M |
-$4.48M |
+$113M |
SNDK, TWC, HOT, RADXXXX, BXLT
|
13F-HR |
5/4/2016, 06:30 AM |
Q4 2015 |
37 |
$165M |
+$87.7M |
-$20.9M |
+$66.8M |
BRCM, PCP, TWC, PMCS, HUM
|
13F-HR |
1/28/2016, 06:38 AM |
Q3 2015 |
30 |
$164M |
+$111M |
|
+$111M |
TRAK, PCP, BRCM, HCC, TWC
|
13F-HR |
11/9/2015, 08:51 PM |
Q2 2015 |
34 |
$134M |
+$56.1M |
-$1.92M |
+$54.2M |
A309PS, FDO, HSP, OCR, CTRX
|
13F-HR |
8/5/2015, 05:31 PM |
Q1 2015 |
29 |
$121M |
+$64.8M |
-$9.92M |
+$54.9M |
FDO, A309PS, TRW, LO, TLM
|
13F-HR |
5/5/2015, 07:49 AM |
Q4 2014 |
44 |
$161M |
+$49.9M |
-$14.1M |
+$35.8M |
FDO, TWC, AGN, AMRE, TRW
|
13F-HR |
2/10/2015, 08:43 PM |
Q3 2014 |
53 |
$180M |
+$111M |
-$9.01M |
+$102M |
FDO, TWC, BYI, AGN, TRW
|
13F-HR |
10/31/2014, 09:31 AM |
Q2 2014 |
44 |
$138M |
+$68.3M |
-$3.08M |
+$65.2M |
FRX, AGN, F113PS, TWC, RDA
|
13F-HR |
7/16/2014, 08:07 AM |
Q1 2014 |
28 |
$87.6M |
+$48M |
-$3.36M |
+$44.7M |
FRX, TWC, HCBK, JOSB, RDA
|
13F-HR |
5/8/2014, 05:28 PM |
Q4 2013 |
36 |
$126M |
|
|
|
LPS, HCBK, CSE, BPO, HMA
|
13F-HR |
1/29/2014, 06:13 AM |