Q4 2024 |
35 |
$241M |
+$15.7M |
-$49.2M |
-$33.5M |
MRVL, SMWB, KRYS, OLED, KTOS
|
13F-HR |
2/13/2025, 05:15 PM |
Q3 2024 |
33 |
$234M |
+$21.7M |
-$28.5M |
-$6.78M |
MRVL, OLED, SITM, KRYS, KTOS
|
13F-HR |
11/14/2024, 01:21 PM |
Q2 2024 |
35 |
$227M |
+$7.63M |
-$5.51M |
+$2.12M |
MRVL, OLED, KRYS, SITM, SYM
|
13F-HR |
8/14/2024, 11:59 AM |
Q1 2024 |
35 |
$218M |
+$36.8M |
-$17.4M |
+$19.4M |
MRVL, KRYS, SYM, OLED, MTSI
|
13F-HR |
5/14/2024, 05:46 PM |
Q4 2023 |
33 |
$206M |
+$16.2M |
-$20.7M |
-$4.52M |
OLED, MRVL, SYM, KRYS, MTSI
|
13F-HR |
2/13/2024, 03:24 PM |
Q3 2023 |
40 |
$185M |
+$25.5M |
-$14.1M |
+$11.4M |
MRVL, OLED, KRYS, MTSI, VICR
|
13F-HR |
11/13/2023, 03:40 PM |
Q2 2023 |
35 |
$202M |
+$33.4M |
-$5.28M |
+$28.2M |
MRVL, ALGM, KRYS, OLED, SLAB
|
13F-HR |
8/11/2023, 05:02 PM |
Q1 2023 |
33 |
$168M |
+$24M |
-$23.9M |
+$182K |
ALGM, OLED, ASUR, SLAB, MTSI
|
13F-HR |
5/12/2023, 03:54 PM |
Q4 2022 |
31 |
$148M |
+$11.2M |
-$2.42M |
+$8.77M |
MTSI, ACLS, ALGM, OLED, KRYS
|
13F-HR |
2/14/2023, 12:08 PM |
Q3 2022 |
33 |
$137M |
+$2.79M |
-$4.09M |
-$1.3M |
MTSI, VICR, MRVL, ACLS, ECOM
|
13F-HR |
11/14/2022, 04:00 PM |
Q2 2022 |
35 |
$144M |
+$7.13M |
-$707K |
+$6.42M |
MX, MTSI, MRVL, VICR, SLAB
|
13F-HR |
8/12/2022, 11:55 AM |
Q1 2022 |
38 |
$200M |
+$35.1M |
-$4.78M |
+$30.3M |
MRVL, OLED, APPS, VICR, MX
|
13F-HR |
5/13/2022, 03:52 PM |
Q4 2021 |
35 |
$223M |
+$18.5M |
-$20.7M |
-$2.2M |
MRVL, VICR, GDYN, APPS, MTSI
|
13F-HR |
2/14/2022, 02:22 PM |
Q3 2021 |
35 |
$221M |
+$16.4M |
-$12.1M |
+$4.35M |
VICR, APPS, AMBA, MRVL, MTSI
|
13F-HR |
11/12/2021, 02:03 PM |
Q2 2021 |
37 |
$221M |
+$44.8M |
-$40.8M |
+$4.02M |
VICR, APPS, MX, MRVL, MTSI
|
13F-HR |
8/13/2021, 11:42 AM |
Q1 2021 |
38 |
$212M |
+$39.9M |
-$30.4M |
+$9.51M |
APPS, VICR, MX, EVER, IPHI
|
13F-HR |
5/13/2021, 03:14 PM |
Q4 2020 |
34 |
$174M |
+$20.7M |
-$29.9M |
-$9.18M |
VICR, APPS, EVER, KTOS, MTSI
|
13F-HR |
2/12/2021, 07:43 AM |
Q3 2020 |
33 |
$135M |
+$12.2M |
-$28.2M |
-$16M |
VICR, APPS, KTOS, MTSI, IPHI
|
13F-HR |
11/13/2020, 01:01 PM |
Q2 2020 |
32 |
$127M |
+$11.4M |
-$13.6M |
-$2.26M |
VICR, APPS, KTOS, MTSI, IPHI
|
13F-HR |
8/13/2020, 03:35 PM |
Q1 2020 |
38 |
$103M |
+$15.2M |
-$4.98M |
+$10.2M |
VICR, IPHI, KTOS, APPS, MTSI
|
13F-HR |
5/14/2020, 04:08 PM |
Q4 2019 |
34 |
$122M |
+$9.09M |
-$10.3M |
-$1.2M |
APPS, VICR, MTSI, KTOS, PSIX
|
13F-HR |
2/14/2020, 10:45 AM |
Q3 2019 |
35 |
$113M |
+$12.2M |
-$14M |
-$1.79M |
KTOS, APPS, MTSI, VICR, PSIX
|
13F-HR |
11/14/2019, 11:45 AM |
Q2 2019 |
40 |
$134M |
+$12.3M |
-$13.2M |
-$899K |
KTOS, APPS, PSIX, TLRA, IPHI
|
13F-HR |
8/12/2019, 04:30 PM |
Q1 2019 |
40 |
$129M |
+$14.7M |
-$15.3M |
-$562K |
KTOS, ATTU, IPHI, APPS, MITK
|
13F-HR |
5/14/2019, 05:01 PM |
Q4 2018 |
39 |
$113M |
+$27M |
-$4.94M |
+$22M |
KTOS, PSIX, ATTU, MITK, IPHI
|
13F-HR |
2/13/2019, 03:53 PM |
Q3 2018 |
40 |
$127M |
+$9.26M |
-$9.89M |
-$624K |
KTOS, IPHI, TSEM, CHGG, VRTU
|
13F-HR |
11/13/2018, 01:48 PM |
Q2 2018 |
40 |
$126M |
+$18.1M |
-$5.27M |
+$12.8M |
KTOS, CHGG, VRNS, TSEM, TLRA
|
13F-HR |
8/14/2018, 07:04 AM |
Q1 2018 |
43 |
$117M |
+$28.8M |
-$16M |
+$12.7M |
KTOS, CHGG, IPHI, TLRA, VRTU
|
13F-HR |
5/14/2018, 03:10 PM |
Q4 2017 |
39 |
$110M |
+$15.8M |
-$6.36M |
+$9.44M |
KTOS, IPHI, VRNS, CHGG, WIFI
|
13F-HR |
2/13/2018, 12:22 PM |
Q3 2017 |
38 |
$118M |
+$11.8M |
-$15.9M |
-$4.13M |
KTOS, LMOS, IPHI, WIFI, VRNS
|
13F-HR |
11/13/2017, 10:30 AM |
Q2 2017 |
38 |
$117M |
+$11.5M |
-$21.7M |
-$10.2M |
KTOS, LMOS, IPHI, CHGG, AXGN
|
13F-HR |
8/10/2017, 01:49 PM |
Q1 2017 |
37 |
$107M |
+$21.2M |
-$5.71M |
+$15.5M |
KTOS, IPHI, LMOS, WIFI, CHGG
|
13F-HR |
5/11/2017, 11:24 AM |
Q4 2016 |
37 |
$92.1M |
+$14.3M |
-$12.5M |
+$1.83M |
KTOS, LMOS, LOCK, WIFI, UCTT
|
13F-HR |
2/8/2017, 02:13 PM |
Q3 2016 |
41 |
$89.9M |
+$10.1M |
-$23M |
-$12.9M |
KTOS, LOCK, IPHI, LMOS, WIFI
|
13F-HR |
11/14/2016, 11:45 AM |
Q2 2016 |
43 |
$95.4M |
+$14.9M |
-$8.06M |
+$6.81M |
IPHI, TREEXXXX, KTOS, LOCK, WIFI
|
13F-HR |
8/12/2016, 11:58 AM |
Q1 2016 |
42 |
$88.7M |
+$11.8M |
-$14M |
-$2.16M |
IPHI, TREEXXXX, WIFI, KTOS, NVEE
|
13F-HR |
5/16/2016, 11:52 AM |
Q4 2015 |
45 |
$92.4M |
+$15.8M |
-$7.15M |
+$8.66M |
IPHI, TREEXXXX, CALX, IPWR, SHOR
|
13F-HR |
2/11/2016, 01:59 PM |
Q3 2015 |
46 |
$85.6M |
+$17.9M |
-$4.08M |
+$13.9M |
IPHI, WEB, TREEXXXX, CALX, MATR
|
13F-HR |
11/16/2015, 12:15 PM |
Q2 2015 |
46 |
$93.1M |
+$14.5M |
-$2.38M |
+$12.1M |
IPHI, WEB, TREEXXXX, CYNI, CALX
|
13F-HR |
8/14/2015, 04:39 PM |
Q1 2015 |
44 |
$83.5M |
+$14.7M |
-$4.37M |
+$10.3M |
IPHI, WEB, CALX, CYNI, TREEXXXX
|
13F-HR |
5/15/2015, 12:26 PM |
Q4 2014 |
41 |
$78.9M |
+$9.86M |
-$8.48M |
+$1.37M |
IPHI, CALX, SHOR, TREEXXXX, WEB
|
13F-HR |
2/10/2015, 04:48 PM |
Q3 2014 |
47 |
$78.1M |
+$9.76M |
-$2.39M |
+$7.36M |
IPHI, CALX, TREEXXXX, WEB, SHOR
|
13F-HR |
11/13/2014, 04:50 PM |
Q2 2014 |
46 |
$80.3M |
+$16.6M |
-$2.22M |
+$14.4M |
IPHI, CTCT, CALX, ABST, TREEXXXX
|
13F-HR |
8/14/2014, 10:51 AM |
Q1 2014 |
43 |
$75.6M |
+$21.6M |
-$11M |
+$10.6M |
IPHI, NQ, CALX, CTCT, ABST
|
13F-HR |
5/13/2014, 05:19 PM |
Q4 2013 |
37 |
$64.1M |
|
|
|
TREEXXXX, CALX, IPHI, WEB, NQ
|
13F-HR |
2/14/2014, 01:07 PM |