New York, NYCIK 11672124 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
162 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nlight Inc | 1.86M | $69.68M | 4.4% | +65.0K | Added |
| 2 | Vicor Corp | 569.8K | $62.45M | 3.9% | −71.7K | Reduced |
| 3 | Pdf Solutions Inc | 1.97M | $56.06M | 3.5% | −53.5K | Reduced |
| 4 | Arteris Inc |
| 3.41M |
| $52.88M |
| 3.3% |
| +86.5K |
| Added |
| 5 | Vertiv Holdings Co | 285.3K | $46.21M | 2.9% | +1.3K | Added |
| 6 | Super Micro Computer Inc | 1.38M | $40.39M | 2.6% | −25.0K | Reduced |
| 7 | Thredup Inc | 6.08M | $38.82M | 2.5% | +400.0K | Added |
| 8 | Formfactor Inc | 694.5K | $38.74M | 2.4% | −45.5K | Reduced |
| 9 | Nova Ltd | 111.8K | $36.70M | 2.3% | −5.0K | Reduced |
| 10 | Vishay Intertechnology Inc | 2.38M | $34.41M | 2.2% | +545.6K | Added |
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