Q4 2024 |
59 |
$3.25B |
+$506M |
-$323M |
+$183M |
TSEM, WIX, PATH, BXP, MTB
|
13F-HR |
2/13/2025, 04:40 PM |
Q3 2024 |
50 |
$2.87B |
+$362M |
-$310M |
+$52M |
TSEM, BXP, WIX, MTB, PATH
|
13F-HR |
11/12/2024, 05:03 PM |
Q2 2024 |
49 |
$2.6B |
+$388M |
-$238M |
+$150M |
TSEM, VAC, WIX, BXP, AVDX
|
13F-HR |
8/13/2024, 04:08 PM |
Q1 2024 |
53 |
$2.58B |
+$380M |
-$534M |
-$153M |
TSEM, VAC, BXP, PATH, WIX
|
13F-HR |
5/14/2024, 04:07 PM |
Q4 2023 |
48 |
$2.6B |
+$427M |
-$662M |
-$235M |
QDEL, TSEM, BXP, KRC, VAC
|
13F-HR |
2/12/2024, 05:02 PM |
Q3 2023 |
63 |
$2.57B |
+$378M |
-$551M |
-$174M |
QDEL, VAC, BXP, PFSI, EBAY
|
13F-HR |
11/13/2023, 04:02 PM |
Q2 2023 |
57 |
$3.04B |
+$586M |
-$260M |
+$326M |
QDEL, VAC, PFSI, BXP, SEDG
|
13F-HR |
8/11/2023, 04:11 PM |
Q1 2023 |
46 |
$2.75B |
+$316M |
-$566M |
-$250M |
QDEL, VAC, EBAY, CPRI, PFSI
|
13F-HR |
5/12/2023, 04:41 PM |
Q4 2022 |
47 |
$2.94B |
+$619M |
-$90.9M |
+$528M |
CPRI, VAC, EBAY, QDEL, SEDG
|
13F-HR |
2/10/2023, 03:58 PM |
Q3 2022 |
52 |
$2.4B |
+$181M |
-$389M |
-$208M |
CPRI, VAC, TSEM, QDEL, EBAY
|
13F-HR |
11/10/2022, 03:04 PM |
Q2 2022 |
74 |
$2.93B |
+$850M |
-$116M |
+$734M |
CPRI, TSEM, VAC, QDEL, EBAY
|
13F-HR |
8/12/2022, 04:04 PM |
Q1 2022 |
84 |
$3.48B |
+$655M |
-$320M |
+$335M |
TSEM, CPRI, VAC, QDELXXXX, EBAY
|
13F-HR |
5/13/2022, 04:04 PM |
Q4 2021 |
84 |
$3.54B |
+$554M |
-$426M |
+$128M |
CPRI, TSEM, EBAY, VAC, VRNT
|
13F-HR |
2/11/2022, 03:49 PM |
Q3 2021 |
91 |
$3.5B |
+$746M |
-$486M |
+$260M |
TSEM, CPRI, VAC, VRNT, ESNT
|
13F-HR |
11/12/2021, 05:04 PM |
Q2 2021 |
94 |
$3.35B |
+$774M |
-$651M |
+$123M |
EBAY, TSEM, CPRI, VAC, ESNT
|
13F-HR |
8/13/2021, 04:02 PM |
Q1 2021 |
88 |
$3.17B |
+$1.02B |
-$646M |
+$370M |
EBAY, TSEM, CPRI, VAC, SICP
|
13F-HR |
5/14/2021, 04:01 PM |
Q4 2020 |
70 |
$2.55B |
+$496M |
-$171M |
+$325M |
TSEM, EBAY, CPRI, VAC, ESNT
|
13F-HR |
2/12/2021, 04:00 PM |
Q3 2020 |
60 |
$1.76B |
+$395M |
-$229M |
+$166M |
EBAY, TSEM, VAC, ESNT, EBAY
|
13F-HR |
11/13/2020, 03:12 PM |
Q2 2020 |
60 |
$1.6B |
+$698M |
-$135M |
+$563M |
EBAY, TSEM, VAC, RDWR, WYND
|
13F-HR |
8/13/2020, 04:11 PM |
Q1 2020 |
51 |
$852M |
+$224M |
-$94.5M |
+$129M |
TSEM, VAC, RDWR, ICPT, FTDR
|
13F-HR |
5/14/2020, 04:17 PM |
Q4 2019 |
45 |
$1.47B |
+$158M |
-$38.9M |
+$119M |
VAC, TSEM, ICPT, RDWR, CPRI
|
13F-HR |
2/13/2020, 03:59 PM |
Q3 2019 |
45 |
$1.16B |
+$132M |
-$53M |
+$78.6M |
VAC, TSEM, RDWR, CPRI, ICPT
|
13F-HR |
11/13/2019, 03:08 PM |
Q2 2019 |
43 |
$1.14B |
+$108M |
-$78.1M |
+$30M |
VAC, RDWR, TSEM, ICPT, QUOT
|
13F-HR |
8/13/2019, 04:57 PM |
Q1 2019 |
51 |
$1.33B |
+$295M |
-$72.8M |
+$222M |
VAC, TSEM, RDWR, ICPT, NRE
|
13F-HR |
5/14/2019, 04:14 PM |
Q4 2018 |
46 |
$1.16B |
+$279M |
-$85.6M |
+$193M |
VAC, RDWR, MLNX, TSEM, TRUE
|
13F-HR |
2/13/2019, 05:07 PM |
Q3 2018 |
42 |
$1.31B |
+$198M |
-$124M |
+$73.9M |
TSEM, MLNX, RDWR, TRUE, QUOT
|
13F-HR |
11/13/2018, 03:31 PM |
Q2 2018 |
56 |
$1.45B |
+$225M |
-$139M |
+$86.5M |
RDWR, MLNX, TSEM, QUOT, TRUE
|
13F-HR |
8/13/2018, 04:03 PM |
Q1 2018 |
56 |
$1.31B |
+$154M |
-$184M |
-$30.5M |
RDWR, MLNX, TSEM, QUOT, ICPT
|
13F-HR |
5/14/2018, 04:37 PM |
Q4 2017 |
56 |
$1.42B |
+$178M |
-$207M |
-$28.9M |
TSEM, RDWR, QUOT, TRUE, NRE
|
13F-HR |
2/12/2018, 04:04 PM |
Q3 2017 |
67 |
$1.52B |
+$277M |
-$82.5M |
+$194M |
TSEM, RDWR, ACLS, SEDG, TRUE
|
13F-HR |
11/13/2017, 04:17 PM |
Q2 2017 |
62 |
$1.27B |
+$159M |
-$115M |
+$43.8M |
TSEM, RDWR, TRUE, SEDG, DEPO
|
13F-HR |
8/11/2017, 04:12 PM |
Q1 2017 |
61 |
$1.4B |
+$209M |
-$164M |
+$44.4M |
TSEM, RDWR, DECK, DEPO, TRUE
|
13F-HR |
5/12/2017, 04:17 PM |
Q4 2016 |
65 |
$1.4B |
+$145M |
-$56M |
+$89M |
TSEM, DECK, DEPO, RDWR, NRF
|
13F-HR |
2/13/2017, 03:06 PM |
Q3 2016 |
69 |
$1.39B |
+$148M |
-$107M |
+$41.5M |
TSEM, DEPO, DECK, RDWR, NRF
|
13F-HR |
11/10/2016, 03:07 PM |
Q2 2016 |
65 |
$1.22B |
+$104M |
-$73.9M |
+$30.3M |
DECK, TSEM, DEPO, NRF, RDWR
|
13F-HR |
8/12/2016, 04:04 PM |
Q1 2016 |
67 |
$1.19B |
+$174M |
-$60.9M |
+$113M |
DECK, NRF, TSEM, DEPO, RDWR
|
13F-HR |
5/13/2016, 04:20 PM |
Q4 2015 |
77 |
$1.31B |
+$244M |
-$97.7M |
+$146M |
TSEM, DEPO, NRF, DECK, RDWR
|
13F-HR |
2/12/2016, 03:14 PM |
Q3 2015 |
87 |
$1.37B |
+$251M |
-$90.1M |
+$161M |
TSEM, NRFXXXX, CEVA, MLNX, RDWR
|
13F-HR |
11/13/2015, 05:46 PM |
Q2 2015 |
83 |
$1.59B |
+$152M |
-$77M |
+$75.3M |
DEPO, RDWR, TSEM, CEVA, IMMR
|
13F-HR |
8/14/2015, 04:15 PM |
Q1 2015 |
93 |
$1.61B |
+$226M |
-$70.8M |
+$156M |
FCAU, DEPO, RDWR, TSEM, CEVA
|
13F-HR |
5/14/2015, 04:20 PM |
Q4 2014 |
79 |
$1.4B |
+$319M |
-$37.5M |
+$281M |
RDWR, DEPO, ANWWQ, CEVA, TTWO
|
13F-HR |
2/17/2015, 01:40 PM |
Q3 2014 |
90 |
$1.07B |
+$165M |
-$76.7M |
+$88.4M |
DEPO, RDWR, HHC, SNMX, IMMR
|
13F-HR |
11/13/2014, 04:05 PM |
Q2 2014 |
94 |
$1.14B |
+$121M |
-$133M |
-$11.8M |
IMMR, HHC, RDWR, DEPO, SNMX
|
13F-HR |
8/14/2014, 08:45 AM |
Q1 2014 |
102 |
$1.29B |
+$279M |
-$151M |
+$129M |
HHC, RDWR, DEPO, SNMX, IMMR
|
13F-HR |
5/14/2014, 05:53 PM |
Q4 2013 |
95 |
$1.14B |
|
|
|
HHC, RDWR, NRFXXXX, DEPO, IMMR
|
13F-HR |
2/13/2014, 04:46 PM |