Q4 2024 |
36 |
$266M |
+$68M |
-$49.6M |
+$18.4M |
PSNL, MYO, ARQ, DCTH, MRVL
|
13F-HR |
2/12/2025, 01:39 PM |
Q3 2024 |
38 |
$214M |
+$77.3M |
-$63.3M |
+$14M |
PSNL, SCPH, ARQ, DCTH, APPS
|
13F-HR |
11/13/2024, 12:50 PM |
Q2 2024 |
36 |
$205M |
+$68.3M |
-$55.5M |
+$12.8M |
SIMO, INFN, DCTH, SCPH, ARQ
|
13F-HR |
8/6/2024, 08:41 PM |
Q1 2024 |
38 |
$206M |
+$74.1M |
-$118M |
-$43.6M |
SCPH, OUST, ELVA, CLRB, DCTH
|
13F-HR |
5/14/2024, 11:52 AM |
Q4 2023 |
38 |
$253M |
+$64.3M |
-$64.4M |
-$96.9K |
ASPN, SCPH, INDI, TGAN, OUST
|
13F-HR |
2/12/2024, 01:16 PM |
Q3 2023 |
55 |
$209M |
+$57.8M |
-$55.1M |
+$2.71M |
ANIP, SCPH, ASPN, INDI, TGAN
|
13F-HR |
11/13/2023, 06:23 AM |
Q2 2023 |
61 |
$244M |
+$67.3M |
-$81.2M |
-$13.9M |
MCHP, SCPH, ANIP, INDI, TELA
|
13F-HR |
8/14/2023, 07:04 AM |
Q1 2023 |
49 |
$269M |
+$47.9M |
-$38.1M |
+$9.81M |
INDI, SCPH, AVNW, TELA, ADTN
|
13F-HR |
5/15/2023, 06:08 AM |
Q4 2022 |
49 |
$304M |
+$108M |
-$33.7M |
+$74M |
DZSI, ADTN, TGAN, TELA, SCPH
|
13F-HR |
2/14/2023, 04:37 PM |
Q3 2022 |
50 |
$310M |
+$66.4M |
-$79.7M |
-$13.3M |
IWM, ADTN, AVEO, MTRN, TGAN
|
13F-HR |
11/10/2022, 05:43 PM |
Q2 2022 |
42 |
$368M |
+$125M |
-$33.5M |
+$91.2M |
IWM, DZSI, ADTNXXXX, AVEO, CYBE
|
13F-HR |
8/12/2022, 10:27 AM |
Q1 2022 |
41 |
$397M |
+$167M |
-$13.5M |
+$154M |
IWM, INTC, SIMO, PDFS, DZSI
|
13F-HR |
5/12/2022, 03:48 PM |
Q4 2021 |
50 |
$328M |
+$95.7M |
-$151M |
-$55.4M |
SIMO, PDFS, PLAB, CYBE, ADTNXXXX
|
13F-HR |
2/10/2022, 05:09 AM |
Q3 2021 |
45 |
$326M |
+$84.1M |
-$84.4M |
-$370K |
EMKR, PDFS, PLAB, AVNW, BLIN
|
13F-HR |
11/10/2021, 07:15 PM |
Q2 2021 |
40 |
$369M |
+$152M |
-$81.4M |
+$70.8M |
EMKR, DZSI, GRTX, ASPN, PDSB
|
13F-HR |
8/12/2021, 04:16 PM |
Q1 2021 |
43 |
$291M |
+$161M |
-$133M |
+$27.7M |
COHU, AVNW, EMKR, OIIM, FKWL
|
13F-HR |
5/13/2021, 03:15 PM |
Q4 2020 |
45 |
$246M |
|
|
|
COHU, OIIM, BLBD, CLDR, FFIV
|
13F-HR |
2/16/2021, 05:25 AM |