Q4 2024 |
30 |
$461M |
+$29.9M |
-$141M |
-$111M |
ADTN, LITE, VMEO, UCTT, FARO
|
13F-HR |
2/14/2025, 04:37 PM |
Q3 2024 |
31 |
$538M |
+$54.8M |
-$51.9M |
+$2.92M |
UCTT, LITE, VMEO, KLIC, ADTN
|
13F-HR |
11/14/2024, 04:26 PM |
Q2 2024 |
34 |
$528M |
+$45.4M |
-$27.1M |
+$18.3M |
LITE, UCTT, KLIC, VMEO, ADTN
|
13F-HR |
8/14/2024, 04:05 PM |
Q1 2024 |
34 |
$521M |
+$60.6M |
-$71.5M |
-$10.9M |
UCTT, LITE, KLIC, FARO, VMEO
|
13F-HR |
5/15/2024, 04:08 PM |
Q4 2023 |
32 |
$543M |
+$60.6M |
-$32.1M |
+$28.5M |
LITE, UCTT, KLIC, FARO, BC
|
13F-HR |
2/14/2024, 04:22 PM |
Q3 2023 |
32 |
$455M |
+$66.7M |
-$27.6M |
+$39.1M |
LITE, UCTT, KLIC, BC, FARO
|
13F-HR |
11/14/2023, 04:13 PM |
Q2 2023 |
35 |
$474M |
+$67.7M |
-$49.4M |
+$18.3M |
UCTT, LITE, KLIC, BC, FARO
|
13F-HR |
8/14/2023, 05:17 PM |
Q1 2023 |
33 |
$434M |
+$62.7M |
-$64.5M |
-$1.81M |
LITE, UCTT, KLIC, BC, ANF
|
13F-HR |
5/15/2023, 04:26 PM |
Q4 2022 |
32 |
$409M |
+$57.4M |
-$43.8M |
+$13.6M |
UCTT, LITE, MCFT, KLIC, BC
|
13F-HR |
2/14/2023, 03:06 PM |
Q3 2022 |
29 |
$340M |
+$59.7M |
-$7.4M |
+$52.3M |
UCTT, MCFT, LITE, KLIC, BC
|
13F-HR |
11/14/2022, 03:16 PM |
Q2 2022 |
31 |
$309M |
+$63M |
-$23.1M |
+$39.9M |
UCTT, MCFT, KLIC, ANF, LITE
|
13F-HR |
8/15/2022, 04:34 PM |
Q1 2022 |
26 |
$318M |
+$69.6M |
-$8.65M |
+$61M |
UCTT, MCFT, ANF, KLIC, LITE
|
13F-HR |
5/13/2022, 05:11 PM |
Q4 2021 |
28 |
$310M |
+$36M |
-$38.9M |
-$2.89M |
MCFT, UCTT, KLIC, LITE, ANF
|
13F-HR |
2/14/2022, 03:28 PM |
Q3 2021 |
30 |
$292M |
+$39M |
-$30.9M |
+$8.05M |
UCTT, MCFT, KLIC, ANF, LITE
|
13F-HR |
11/15/2021, 04:42 PM |
Q2 2021 |
26 |
$302M |
+$40.1M |
-$59M |
-$18.9M |
UCTT, MCFT, KLIC, TLYS, FN
|
13F-HR |
8/13/2021, 04:22 PM |
Q1 2021 |
26 |
$296M |
+$8.83M |
-$131M |
-$122M |
KLIC, MCFT, ANF, FN, LITE
|
13F-HR |
5/17/2021, 04:01 PM |
Q4 2020 |
26 |
$326M |
+$15.8M |
-$102M |
-$86.3M |
MCFT, UCTT, KLIC, LITE, ANF
|
13F-HR |
2/12/2021, 04:09 PM |
Q3 2020 |
27 |
$303M |
+$16.6M |
-$42.5M |
-$25.9M |
MCFT, UCTT, KLIC, IIVI, BOX
|
13F-HR |
11/16/2020, 03:25 PM |
Q2 2020 |
30 |
$346M |
+$39.3M |
-$40.7M |
-$1.38M |
MCFT, UCTT, BOX, IIVI, CALX
|
13F-HR |
8/14/2020, 04:12 PM |
Q1 2020 |
29 |
$249M |
+$62.7M |
-$29.9M |
+$32.8M |
UCTT, FN, IIVI, BOX, KLIC
|
13F-HR |
5/15/2020, 04:27 PM |
Q4 2019 |
29 |
$349M |
+$41.8M |
-$63.3M |
-$21.5M |
UCTT, MCFT, EXPRXXXX, TLYS, CALX
|
13F-HR |
2/14/2020, 04:14 PM |
Q3 2019 |
27 |
$294M |
+$44.3M |
-$36.6M |
+$7.66M |
UCTT, CALX, EXPRXXXX, MCFT, TLYS
|
13F-HR |
11/14/2019, 03:10 PM |
Q2 2019 |
29 |
$294M |
+$31.9M |
-$29.2M |
+$2.71M |
TNAV, UCTT, CALX, MCFT, HPR
|
13F-HR |
8/14/2019, 04:51 PM |
Q1 2019 |
28 |
$305M |
+$17.2M |
-$22.9M |
-$5.68M |
CALX, TNAV, UCTT, MCFT, ATEN
|
13F-HR |
5/15/2019, 04:36 PM |
Q4 2018 |
29 |
$298M |
+$81.8M |
-$28.7M |
+$53.1M |
CALX, FN, UCTT, ESIO, HPR
|
13F-HR |
2/14/2019, 04:21 PM |
Q3 2018 |
26 |
$315M |
+$36.4M |
-$21.9M |
+$14.4M |
FN, CALX, MCFT, TNAV, OCLR
|
13F-HR |
11/14/2018, 04:22 PM |
Q2 2018 |
26 |
$309M |
+$27.8M |
-$29.2M |
-$1.36M |
CALX, FN, TNAV, OCLR, INFN
|
13F-HR |
8/14/2018, 04:30 PM |
Q1 2018 |
30 |
$293M |
+$70.1M |
-$43.1M |
+$27M |
HPR, CALX, TNAV, INFN, GES
|
13F-HR |
5/15/2018, 11:10 AM |
Q4 2017 |
28 |
$275M |
+$51.7M |
-$22.8M |
+$28.9M |
MCFT, BBG, TNAV, ATEN, CALX
|
13F-HR |
2/14/2018, 11:56 AM |
Q3 2017 |
25 |
$248M |
+$41.9M |
-$18.2M |
+$23.8M |
TNAV, MCFT, INFN, ATEN, PDFS
|
13F-HR |
11/14/2017, 03:25 PM |
Q2 2017 |
27 |
$218M |
+$70.1M |
-$17.9M |
+$52.2M |
TNAV, INFN, MCFT, CAMP, PDFS
|
13F-HR |
8/14/2017, 05:17 PM |
Q1 2017 |
28 |
$184M |
+$43.3M |
-$9.04M |
+$34.3M |
TNAV, CAMP, XCRA, RUBI, ATEN
|
13F-HR |
5/15/2017, 04:25 PM |
Q4 2016 |
27 |
$139M |
|
|
|
TNAV, XCRA, CAMP, CARB, PDFS
|
13F-HR |
2/14/2017, 12:26 PM |