Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q1 2025 | 18 | $334M | +$5.61M | -$11.2M | -$5.6M | NVDA, MSFT, AVGO, AMD, SNPS | 13F-HR | 4/7/2025, 10:04 AM |
Q4 2024 | 18 | $409M | $0 | $0 | NVDA, MSFT, ANET, AVGO, AMD | 13F-HR | 2/10/2025, 01:28 PM |