London, X0CIK 15120224 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
97 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Celestica Inc | 229.5K | $67.87M | 8.9% | −105.5K | Reduced |
| 2 | Fabrinet | 107.6K | $48.94M | 6.4% | −38.0K | Reduced |
| 3 | Pegasystems Inc | 703.6K | $42.00M | 5.5% | 0 | Held |
| 4 | Silicon Motion Technology Co |
| 384.9K |
| $35.64M |
| 4.7% |
| 0 |
| Held |
| 5 | Vicor Corp | 245.0K | $26.85M | 3.5% | −5.0K | Reduced |
| 6 | Tower Semiconductor Ltd | 180.0K | $21.10M | 2.8% | −18.0K | Reduced |
| 7 | Super Micro Computer Inc | 709.5K | $20.75M | 2.7% | −10.0K | Reduced |
| 8 | Arlo Technologies Inc | 1.31M | $18.28M | 2.4% | +30.0K | Added |
| 9 | Radware Ltd | 675.0K | $16.25M | 2.1% | 0 | Held |
| 10 | Descartes Sys Group Inc | 185.0K | $16.21M | 2.1% | 0 | Held |
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