Q4 2023 |
0 |
$0 |
$0 |
-$116M |
-$116M |
|
13F-HR |
2/13/2024, 06:36 PM |
Q3 2023 |
59 |
$116M |
+$40.7M |
-$380M |
-$339M |
TEL, APH, QRVO, NVDA, NOW
|
13F-HR |
11/14/2023, 10:15 AM |
Q2 2023 |
68 |
$462M |
+$192M |
-$137M |
+$55.4M |
KEYS, TMUS, DIS, AMZN, SONY
|
13F-HR |
8/14/2023, 10:30 AM |
Q1 2023 |
55 |
$384M |
+$181M |
-$43.7M |
+$137M |
ASML, NVDA, DIS, NXPI, INTC
|
13F-HR |
5/15/2023, 09:45 AM |
Q4 2022 |
42 |
$258M |
+$70.4M |
-$78.2M |
-$7.8M |
AVGO, ADI, CDNS, AMZN, TTWO
|
13F-HR |
2/14/2023, 09:50 AM |
Q3 2022 |
41 |
$274M |
+$79.4M |
-$83.7M |
-$4.27M |
ST, ADI, AVGO, SONY, ARW
|
13F-HR |
11/14/2022, 08:26 AM |
Q2 2022 |
41 |
$372M |
+$168M |
-$16.2M |
+$152M |
ARW, ADI, MRVL, AMAT, AMD
|
13F-HR |
8/12/2022, 04:04 PM |
Q1 2022 |
40 |
$404M |
+$197M |
-$17.2M |
+$180M |
MSFT, ADI, NXPI, DIS, STM
|
13F-HR |
5/16/2022, 08:20 AM |
Q4 2021 |
40 |
$336M |
+$108M |
-$150M |
-$42.5M |
AMAT, KLAC, MCHP, ARW, MSFT
|
13F-HR |
2/14/2022, 10:50 AM |
Q3 2021 |
36 |
$405M |
+$219M |
-$308M |
-$89.3M |
MCHP, NXPI, ADI, SNPS, KLAC
|
13F-HR |
11/12/2021, 05:03 PM |
Q2 2021 |
42 |
$497M |
+$290M |
-$300M |
-$10.2M |
APH, AMZN, AMD, TWLO, EA
|
13F-HR |
8/13/2021, 03:36 PM |
Q1 2021 |
41 |
$495M |
+$342M |
-$350M |
-$8.75M |
JBL, AMAT, UBER, SNOW, ACN
|
13F-HR |
5/17/2021, 12:01 PM |
Q4 2020 |
36 |
$486M |
|
|
|
MA, GOOGL, NOW, ANET, TTD
|
13F-HR |
2/16/2021, 10:54 AM |