Albany, NYCIK 10377924 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
116 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Broadcom Inc | 809.0K | $279.99M | 11.8% | 0 | Held |
| 2 | Fabrinet | 530.5K | $241.53M | 10.2% | 0 | Held |
| 3 | Modine Mfg Co | 1.48M | $197.10M | 8.3% | −20.0K | Reduced |
| 4 | Onto Innovation Inc |
| 1.13M |
| $177.72M |
| 7.5% |
| +13.0K |
| Added |
| 5 | Jabil Inc | 557.9K | $127.21M | 5.4% | 0 | Held |
| 6 | Extreme Networks | 4.97M | $82.79M | 3.5% | +40.0K | Added |
| 7 | Globus Med Inc | 945.8K | $82.58M | 3.5% | −1.0K | Reduced |
| 8 | Ducommun Inc Del | 770.5K | $73.30M | 3.1% | 0 | Held |
| 9 | Veeco Instrs Inc Del | 2.40M | $68.61M | 2.9% | +40.6K | Added |
| 10 | Enersys | 465.8K | $68.36M | 2.9% | 0 | Held |
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