|
Q1 2026
|
107 |
20,707,487 |
NVDA calls, GOOGL calls, AMZN calls, TSM calls
|
13F-HR
|
5/18/2026 |
000196356526000003 |
|
Q4 2025
|
86 |
9,944,995 |
NVDA calls, TSM calls, GOOGL calls, AMZN calls
|
13F-HR
|
2/17/2026 |
000196356526000002 |
|
Q3 2025
|
81 |
8,187,932 |
NVDA calls, TSM calls, CRWV, INTC calls
|
RESTATEMENT
|
12/3/2025 |
000196356525000005 |
|
Q2 2025
|
72 |
4,734,560 |
NVDA calls, TSM calls, VST, INTC calls
|
13F-HR
|
8/14/2025 |
000108514625005297 |
|
Q1 2025
|
61 |
1,372,149 |
VST, GEV, MU, CEG
|
13F-HR
|
5/15/2025 |
000108514625003278 |
|
Q4 2024
|
47 |
365,768 |
VRT, MRVL, GEV, ONTO
|
RESTATEMENT
|
2/18/2025 |
000108514625001746 |
|
Q3 2024
|
21 |
384,945 |
MRVL, ONTO, AMAT, VRT
|
13F-HR
|
11/8/2024 |
000108514624005462 |
|
Q2 2024
|
31 |
456,607 |
AMAT, LRCX, MRVL, ONTO
|
13F-HR
|
8/9/2024 |
000108514624003633 |
|
Q1 2024
|
19 |
506,986 |
AMD, SMCI, LRCX, AMAT
|
13F-HR
|
4/26/2024 |
000108514624002050 |
|
Q4 2023
|
19 |
395,669 |
AMD, LRCX, ANET, AMAT
|
13F-HR
|
1/19/2024 |
000108514624000338 |
|
Q3 2023
|
19 |
317,352 |
LRCX, AMAT, ANET, CDNS
|
13F-HR
|
11/7/2023 |
000108514623004189 |
|
Q2 2023
|
16 |
319,744 |
LRCX, AMAT, INTC, MU
|
13F-HR
|
8/3/2023 |
000108514623003067 |
|
Q1 2023
|
19 |
282,457 |
GOOGL, NVDA, TSM, MSFT
|
13F-HR
|
4/24/2023 |
000108514623001820 |
|
Q4 2022
|
24 |
220,611 |
GOOGL, TSM, ASML, MSFT
|
13F-HR
|
1/30/2023 |
000108514623000432 |