Q2 2025 |
29 |
$203M |
+$136M |
-$53.3M |
+$83M |
NVDA, META, MSFT, ADI, ALV
|
13F-HR |
8/14/2025, 04:17 PM |
Q1 2025 |
24 |
$102M |
+$75.5M |
-$144M |
-$68.1M |
QCOM, LRCX, BKNG, ADI, AMD
|
13F-HR |
5/15/2025, 04:18 PM |
Q4 2024 |
28 |
$181M |
+$108M |
-$245M |
-$137M |
GOOGL, TER, NVDA, MRVL, GM
|
13F-HR |
2/14/2025, 04:21 PM |
Q3 2024 |
32 |
$306M |
+$176M |
-$91.5M |
+$84.8M |
NVDA, TSM, COHR, AMD, AVGO
|
13F-HR |
11/14/2024, 04:32 PM |
Q2 2024 |
23 |
$231M |
+$144M |
-$112M |
+$32M |
NVDA, TSM, PULS, MU, AVGO
|
13F-HR |
8/14/2024, 04:36 PM |
Q1 2024 |
24 |
$244M |
+$145M |
-$121M |
+$24.4M |
NVDA, GOOGL, GM, MU, NXPI
|
13F-HR |
5/15/2024, 04:14 PM |
Q4 2023 |
18 |
$172M |
$0 |
$0 |
|
NVDA, MSFT, AMZN, GM, AMD
|
13F-HR |
2/14/2024, 04:40 PM |