| Q3 2025 |
67 |
$165M |
+$16.7M |
-$1.08M |
+$15.6M |
MTSI, PTC, HLIT, PDFS, TXN
|
13F-HR |
10/7/2025, 03:11 PM |
| Q2 2025 |
67 |
$146M |
+$36.8M |
-$9.95M |
+$26.9M |
MTSI, PTC, HLIT, TXN, PDFS
|
13F-HR |
7/9/2025, 11:02 AM |
| Q1 2025 |
62 |
$107M |
+$22.1M |
-$965K |
+$21.2M |
HLIT, PTC, MTSI, SPGI, DMRC
|
13F-HR |
4/10/2025, 09:47 AM |
| Q4 2024 |
54 |
$114M |
+$832K |
-$3.62M |
-$2.79M |
DMRC, HLIT, MTSI, PTC, PDFS
|
13F-HR |
1/14/2025, 11:57 AM |
| Q3 2024 |
52 |
$109M |
+$3.06M |
-$1.59M |
+$1.46M |
DMRC, HLIT, PDFS, PTC, MTSI
|
13F-HR |
10/4/2024, 12:41 PM |
| Q2 2024 |
52 |
$103M |
+$1.38M |
-$760K |
+$624K |
DMRC, PDFS, HLIT, PTC, MTSI
|
13F-HR |
7/12/2024, 03:34 PM |
| Q1 2024 |
53 |
$102M |
+$946K |
-$2.06M |
-$1.12M |
DMRC, HLIT, PDFS, PTC, MTSI
|
13F-HR |
4/11/2024, 12:54 PM |
| Q4 2023 |
52 |
$105M |
|
|
|
DMRC, HLIT, PDFS, PTC, MTSI
|
13F-HR |
1/17/2024, 02:44 PM |