Q4 2024 |
33 |
$10.1M |
+$4.16M |
-$7.98M |
-$3.81M |
RDCM, SILC, AIP, TTGT, OPRA
|
13F-HR |
2/12/2025, 12:11 PM |
Q3 2024 |
41 |
$13.1M |
+$5.97M |
-$6.49M |
-$517K |
RDCM, JNJ, AIP, WEAV, SILC
|
13F-HR |
11/13/2024, 06:44 PM |
Q2 2024 |
44 |
$12.8M |
+$4.26M |
-$5.05M |
-$795K |
JNJ, WEAV, ITI, PFE, RDCM
|
13F-HR |
8/14/2024, 11:18 AM |
Q1 2024 |
48 |
$14.3M |
+$6.88M |
-$175M |
-$168M |
JNJ, AIP, IHI, ITI, WEAV
|
13F-HR |
5/13/2024, 01:25 PM |
Q4 2023 |
127 |
$185M |
+$44.1M |
-$44.8M |
-$685K |
MYO, ASPN, SCPH, INDI, TGAN
|
13F-HR |
2/9/2024, 12:37 PM |
Q3 2023 |
204 |
$168M |
+$46.1M |
-$48.1M |
-$1.95M |
SCPH, ASPN, INDI, TGAN, TELA
|
13F-HR |
11/14/2023, 09:09 PM |
Q2 2023 |
221 |
$183M |
+$56M |
-$62.7M |
-$6.76M |
MCHP, SCPH, INDI, ANIP, AVNW
|
13F-HR |
8/14/2023, 12:46 PM |
Q1 2023 |
188 |
$205M |
+$45.1M |
-$23.8M |
+$21.3M |
INDI, AVNW, SCPH, TELA, ADTN
|
13F-HR |
5/15/2023, 02:55 PM |
Q4 2022 |
170 |
$169M |
+$43.6M |
-$13.9M |
+$29.7M |
DZSI, ADTN, TGAN, TELA, SCPH
|
13F-HR |
2/14/2023, 03:23 PM |
Q3 2022 |
171 |
$160M |
+$31.6M |
-$11.4M |
+$20.1M |
CVNA, ADTN, AVEO, MTRN, DZSI
|
13F-HR |
11/14/2022, 04:26 PM |
Q2 2022 |
138 |
$164M |
+$46.8M |
-$23M |
+$23.8M |
DZSI, CVNA, AVEO, AVNW, CYBE
|
13F-HR |
8/15/2022, 03:03 PM |
Q1 2022 |
143 |
$216M |
+$67.8M |
-$8.59M |
+$59.2M |
SIMO, PDFS, DZSI, PLAB, CYBE
|
13F-HR |
5/16/2022, 02:33 PM |
Q4 2021 |
128 |
$198M |
+$47.9M |
-$19.3M |
+$28.6M |
SIMO, PDFS, PLAB, CYBE, ADTNXXXX
|
13F-HR |
2/14/2022, 04:03 PM |
Q3 2021 |
113 |
$221M |
+$57.4M |
-$89.5M |
-$32.2M |
EMKR, PDFS, SIMO, AVNW, PLAB
|
13F-HR |
11/15/2021, 03:16 PM |
Q2 2021 |
102 |
$268M |
+$122M |
-$63.7M |
+$58.1M |
EMKR, DZSI, GRTX, AVNW, ASPN
|
13F-HR |
8/16/2021, 04:27 PM |
Q1 2021 |
96 |
$204M |
+$107M |
-$44.9M |
+$61.9M |
COHU, AVNW, EMKR, TLND, OIIM
|
13F-HR |
5/17/2021, 04:41 PM |
Q4 2020 |
96 |
$125M |
+$57.2M |
-$125M |
-$68M |
COHU, OIIM, BLBD, CLDR, FFIV
|
13F-HR |
2/16/2021, 04:31 PM |
Q3 2020 |
113 |
$121M |
+$43.8M |
-$30M |
+$13.8M |
NLS, RCL, MTSI, OBCI, AVYAQ
|
13F-HR |
11/16/2020, 12:34 PM |
Q2 2020 |
116 |
$203M |
+$84.9M |
-$26.1M |
+$58.9M |
NLS, MTSI, OBCI, IIVI, MXL
|
13F-HR |
8/14/2020, 12:14 PM |
Q1 2020 |
102 |
$159M |
+$83.2M |
-$21.4M |
+$61.8M |
DBX, EGIO, SNCR, ASPN, SILC
|
13F-HR |
5/14/2020, 05:54 PM |
Q4 2019 |
85 |
$202M |
+$80.7M |
-$9.76M |
+$70.9M |
TDOC, BMRN, ON, NTNX, ASPN
|
13F-HR |
2/14/2020, 01:51 PM |
Q3 2019 |
97 |
$175M |
+$39.7M |
-$7.2M |
+$32.5M |
ILMN, TDOC, AVTRPRA, BMRN, SILC
|
13F-HR |
11/12/2019, 03:30 PM |
Q2 2019 |
92 |
$180M |
+$63.8M |
-$8.42M |
+$55.4M |
COHR, AVID, BMRN, AVTRPRA, DZSI
|
13F-HR |
8/14/2019, 03:18 PM |
Q1 2019 |
94 |
$178M |
+$81.6M |
-$17.1M |
+$64.5M |
BIIB, BMRN, AMGN, BKNG, AVID
|
13F-HR |
5/15/2019, 02:25 PM |
Q4 2018 |
90 |
$127M |
+$59.8M |
-$8.15M |
+$51.6M |
QCOM, IWM, SPSB, AMSC, AIRG
|
13F-HR |
2/14/2019, 05:10 PM |
Q3 2018 |
158 |
$132M |
+$59.4M |
-$13.6M |
+$45.8M |
NXPI, VCSH, SPSB, IWM, AIRG
|
13F-HR |
11/14/2018, 08:52 PM |
Q2 2018 |
86 |
$121M |
+$55.3M |
-$17.3M |
+$38M |
ILMN, IMMU, VCSH, SPSB, IWM
|
13F-HR |
8/13/2018, 10:19 AM |
Q1 2018 |
97 |
$113M |
+$66.7M |
-$9.64M |
+$57M |
PF, VCSH, SPSB, IWM, IMMU
|
Restatement |
5/25/2018, 07:35 AM |
Q4 2017 |
89 |
$85.2M |
+$34M |
-$23.9M |
+$10.1M |
CTSH, KSU, PF, IWM, VCSH
|
Restatement |
2/13/2018, 07:08 PM |
Q3 2017 |
114 |
$114M |
+$23.3M |
-$19.3M |
+$3.94M |
VCSH, SPSB, IWM, GOOG, NXST
|
13F-HR |
11/6/2017, 07:15 PM |
Q2 2017 |
106 |
$115M |
+$29M |
-$5.59M |
+$23.4M |
VCSH, SPSB, ANET, IWM, AXGTXXXX
|
13F-HR |
8/11/2017, 04:29 PM |
Q1 2017 |
117 |
$112M |
+$51M |
-$15.4M |
+$35.6M |
VCSH, SPSB, IWM, SILC, GOOG
|
13F-HR |
5/9/2017, 02:21 PM |
Q4 2016 |
106 |
$90.8M |
|
|
|
VCSH, SPSB, CTO, GOOG, ORM
|
13F-HR |
2/14/2017, 08:54 PM |