Search
⚲

Type	Result	AUM

CIK

Period

0001512022

2026-03-31 2025-12-31 2025-09-30 2025-06-30 2025-03-31 2024-12-31 2024-09-30 2024-06-30 2024-03-31 2023-12-31 2023-09-30 2023-06-30 2023-03-31 2022-12-31 2022-09-30 2022-06-30 2022-03-31 2021-12-31 2021-09-30 2021-06-30 2021-03-31 2020-12-31 2020-09-30 2020-06-30 2020-03-31 2019-12-31 2019-09-30 2019-06-30 2019-03-31 2018-12-31 2018-09-30 2018-06-30 2018-03-31 2017-12-31 2017-09-30 2017-06-30 2017-03-31 2016-12-31 2016-09-30 2016-06-30 2016-03-31 2015-12-31 2015-09-30 2015-03-31 2014-12-31 2014-09-30 2014-06-30 2014-03-31 2013-12-31 2013-09-30 2013-06-30 2013-03-31 2012-12-31 2012-09-30 2012-06-30 2012-03-31 2011-12-31

Sector	Form 13F Holdings	Value ($M)
	Celestica Inc	58.9
	Fabrinet	52.2
	Silicon Motion Technology Corp	41.3
	Vicor Corp	35.4
	Pegasystems Inc	29.2
	Tower Semiconductor Ltd	29.1
	Arlo Technologies Inc	19.6
	Digitalocean Holdings Inc	18.6
	Radware Ltd	17.1
	Kulicke & Soffa Industries Inc	16.0
	Super Micro Computer Inc	15.9
	Leonardo DRS Inc	12.7
	Alphabet Inc	12.7
	nLight Inc	10.5
	Descartes Systems Group Inc	10.4
	Amazon Com Inc	10.3
	Varonis Systems Inc	10.0
	CEVA Inc	9.7
	Microsoft Corp	9.5
	Jfrog Ltd	9.4
	Electrovaya Inc	9.0
	Power Integrations Inc	9.0
	Alkami Technology Inc	7.8
	JDS Uniphase Corp /CA/	7.5
	Vishay Precision Group Inc	7.4
	Apex Technology Acquisition Corp	7.4
	Formfactor Inc	7.3
	Micron Technology Inc	7.3
	Harmonic Inc	7.0
	Veeco Instruments Inc	6.8
Prev | Page 1 | Next

{"search": "/search", "clicked": "/clicked", "portfolio_add": "/portfolio-add", "portfolio_remove": "/portfolio-remove", "portfolio_create": "/portfolio-create", "portfolio_activate": "/portfolio-activate", "portfolio_delete": "/portfolio-delete", "portfolio_rename": "/portfolio-rename", "portfolio_color": "/portfolio-color", "home_filter": "/home-filter", "htmlspeed": "/htmlspeed", "add_tag_firm": "/add-tag-firm", "add_tag_click": "/add-tag-click", "copy_aum": "/copy-aum", "stripe_checkout": "/stripe-checkout", "stripe_subscribe": "/stripe-subscribe", "update_card": "/update-card"}

{"uid": 231579021, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

345353561