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CIK 0001550660 • 6 13F filings • May 15, 2025 – Aug 7, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ANALOG DEVICES INC | COM | $126.4M | 10.7%Prev: 10.4% | 466,196 SH | Increased |
| ASPEN AEROGELS INC | COM | $12.4M | 1.1%Prev: 2.8% | 4,394,525 SH | Decreased |
| BRISTOL-MYERS SQUIBB CO | COM | $25.9M | 2.2%Prev: 2.0% | 479,991 SH | Increased |
| BROADCOM INC | COM | $125.6M | 10.6%Prev: 10.8% | 362,760 SH | Increased |
| CEVA INC | COM | $9.6M | 0.8%Prev: 1.1% | 446,377 SH | Decreased |
| DELL TECHNOLOGIES INC | CL C | $16.4M | 1.4%Prev: 1.7% | 130,619 SH | Decreased |
| EGAIN CORP | COM NEW | $27.5M | 2.3%Prev: 2.1% | 2,671,843 SH | Increased |
| GARMIN LTD | SHS | $9.7M | 0.8%Prev: 1.1% | 48,000 SH | Decreased |
| INTEL CORP | COM | $849K | 0.1%Prev: 0.1% | 23,010 SH | Increased |
| KLA CORP | COM NEW | $377.6M | 32.0%Prev: 32.1% | 310,738 SH | Increased-18,137 SH |
| LAM RESEARCH CORP | COM NEW | $409.3M | 34.7%Prev: 32.6% | 2,390,784 SH | Increased-300,676 SH |
| PINTEREST INC | CL A | $16.8M | 1.4%Prev: 1.0% | 650,000 SH | Increased+300,000 SH |
| PROGRESS SOFTWARE CORP | COM | $21.8M | 1.9%Prev: 2.0% | 508,608 SH | Decreased |
| 13F-HR |
| 0001172661-26-003178 |
| $2.35B |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001172661-25-003364 | $929.6M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001972 | $1.34B | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001172661-25-002185 | $750.8M | View |