|
Q4 2024
|
15 |
800,774 |
KLAC, LRCX, ADI, AVGO
|
13F-HR
|
2/13/2025 |
000117266125000848 |
|
Q3 2024
|
15 |
916,325 |
KLAC, LRCX, ADI, ASPN
|
13F-HR
|
11/13/2024 |
000117266124004598 |
|
Q2 2024
|
16 |
976,464 |
KLAC, LRCX, ADI, ASPN
|
13F-HR
|
8/12/2024 |
000117266124003210 |
|
Q1 2024
|
15 |
865,417 |
KLAC, LRCX, ADI, ASPN
|
13F-HR
|
5/14/2024 |
000117266124002252 |
|
Q4 2023
|
14 |
754,294 |
KLAC, LRCX, ADI, ASPN
|
13F-HR
|
2/13/2024 |
000117266124000823 |
|
Q3 2023
|
14 |
599,324 |
KLAC, LRCX, ADI, BMY
|
13F-HR
|
11/13/2023 |
000117266123003762 |
|
Q2 2023
|
15 |
658,029 |
KLAC, LRCX, ADI, BMY
|
13F-HR
|
8/11/2023 |
000117266123002899 |
|
Q1 2023
|
15 |
595,080 |
KLAC, LRCX, ADI, BMY
|
13F-HR
|
5/12/2023 |
000117266123002040 |
|
Q4 2022
|
15 |
558,754 |
KLAC, LRCX, ADI, BMY
|
13F-HR
|
2/13/2023 |
000117266123000761 |
|
Q3 2022
|
16 |
497,580 |
KLAC, LRCX, ADI, BMY
|
13F-HR
|
11/10/2022 |
000117266122002359 |
|
Q2 2022
|
16 |
552,451 |
KLAC, LRCX, ADI, BMY
|
13F-HR
|
8/12/2022 |
000117266122001798 |
|
Q1 2022
|
16 |
700,368 |
LRCX, KLAC, ASPN, ADI
|
13F-HR
|
5/16/2022 |
000110465922061470 |
|
Q4 2021
|
17 |
829,281 |
LRCX, KLAC, ASPN, ADI
|
13F-HR
|
2/11/2022 |
000110465922020273 |
|
Q3 2021
|
18 |
721,767 |
LRCX, ASPN, KLAC, ADI
|
13F-HR
|
11/12/2021 |
000110465921137306 |
|
Q2 2021
|
16 |
698,618 |
LRCX, KLAC, ASPN, MXIM
|
13F-HR
|
8/13/2021 |
000110465921104522 |
|
Q1 2021
|
16 |
648,397 |
LRCX, KLAC, MXIM, ASPN
|
13F-HR
|
5/17/2021 |
000110465921067489 |
|
Q4 2020
|
19 |
567,535 |
LRCX, KLAC, MXIM, ASPN
|
13F-HR
|
2/9/2021 |
000110465921016429 |
|
Q3 2020
|
19 |
452,548 |
LRCX, KLAC, MXIM, BMY
|
13F-HR
|
11/12/2020 |
000110465920123821 |
|
Q1 2020
|
20 |
425,344 |
LRCX, KLAC, MXIM, BMY
|
13F-HR
|
8/7/2020 |
000110465920091926 |
|
Q1 2020
|
20 |
326,703 |
LRCX, KLAC, BMY, MXIM
|
13F-HR
|
5/12/2020 |
000110465920059829 |
|
Q4 2019
|
18 |
381,099 |
LRCX, KLAC, MXIM, BMY
|
13F-HR
|
2/3/2020 |
000110465920009734 |
|
Q3 2019
|
17 |
484,275 |
CELG, LRCX, KLAC, MXIM
|
13F-HR
|
11/8/2019 |
000110465919061332 |
|
Q2 2019
|
18 |
465,062 |
CELG, LRCX, KLAC, MXIM
|
13F-HR
|
8/7/2019 |
000110465919044433 |
|
Q1 2019
|
18 |
478,846 |
CELG, LRCX, KLAC, MXIM
|
13F-HR
|
5/10/2019 |
000110465919028389 |
|
Q4 2018
|
18 |
359,299 |
CELG, LRCX, MXIM, KLAC
|
13F-HR
|
2/13/2019 |
000110465919007881 |
|
Q3 2018
|
18 |
448,938 |
CELG, LRCX, KLAC, MXIM
|
13F-HR
|
10/31/2018 |
000110465918065070 |
|
Q2 2018
|
18 |
456,364 |
CELG, LRCX, MXIM, KLAC
|
13F-HR
|
7/20/2018 |
000110465918046191 |
|
Q1 2018
|
18 |
477,476 |
CELG, LRCX, KLAC, MXIM
|
13F-HR
|
5/11/2018 |
000110465918032411 |
|
Q4 2017
|
19 |
497,444 |
CELG, LRCX, KLAC, MXIM
|
13F-HR
|
2/14/2018 |
000110465918009567 |
|
Q3 2017
|
20 |
597,891 |
CELG, LRCX, KLAC, MXIM
|
13F-HR
|
11/13/2017 |
000110465917067614 |
|
Q2 2017
|
21 |
546,069 |
CELG, LRCX, KLAC, CEVA
|
13F-HR
|
8/8/2017 |
000110465917050149 |
|
Q1 2017
|
21 |
506,582 |
CELG, KLAC, LRCX, MXIM
|
13F-HR
|
5/8/2017 |
000110465917030617 |
|
Q4 2016
|
20 |
457,689 |
CELG, KLAC, LRCX, MXIM
|
13F-HR
|
2/14/2017 |
000110465917009251 |
|
Q3 2016
|
21 |
428,082 |
CELG, MXIM, KLA-TENCOR CORP COM, LRCX
|
13F-HR
|
10/25/2016 |
000110465916151973 |
|
Q2 2016
|
19 |
412,383 |
CELG, KLA-TENCOR CORP COM COM, MXIM, LRCX
|
13F-HR
|
8/9/2016 |
000110465916138263 |
|
Q1 2016
|
18 |
412,747 |
CELG, KLAC, MXIM, LRCX
|
RESTATEMENT
|
6/17/2016 |
000110465916128027 |
|
Q4 2015
|
20 |
446,474 |
CELG, KLAC, MXIM, LRCX
|
13F-HR
|
2/16/2016 |
000110465916097070 |
|
Q3 2015
|
21 |
445,465 |
CELG, ALTR, MXIM, KLAC
|
13F-HR
|
11/16/2015 |
000110465915079222 |
|
Q2 2015
|
20 |
472,753 |
CELG, ALTR, NEWSTAR FINL INC COM, MXIM
|
13F-HR
|
8/13/2015 |
000110465915059598 |
|
Q1 2015
|
20 |
454,953 |
CELG, NEWSTAR FINL INC COM, MXIM, ALTR
|
13F-HR
|
5/11/2015 |
000110465915036764 |
|
Q4 2014
|
19 |
451,774 |
CELG, NEWSTAR FINL INC COM, KLAC, LRCX
|
13F-HR
|
2/12/2015 |
000110465915009543 |
|
Q3 2014
|
21 |
403,405 |
CELG, KLAC, NEWSTAR FINL INC COM, LRCX
|
13F-HR
|
11/12/2014 |
000110465914079834 |
|
Q2 2014
|
21 |
434,813 |
CELG, MCRS, NEWSTAR FINL INC, KLAC
|
13F-HR
|
8/14/2014 |
000110465914060951 |
|
Q1 2014
|
21 |
390,313 |
CELG, MCRS, NEWSTAR FINL INC, KLAC
|
13F-HR
|
5/15/2014 |
000110465914039229 |
|
Q4 2013
|
20 |
425,368 |
CELG, MCRS, NEWSTAR FINL INC, KLAC
|
13F-HR
|
2/13/2014 |
000110465914009833 |