Chatham, NJCIK 15506604 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
13 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Lam Research Corp | 2.39M | $409.25M | 34.7% | −300.7K | Reduced |
| 2 | Kla Corp | 310.7K | $377.57M | 32.0% | −18.1K | Reduced |
| 3 | Analog Devices Inc | 466.2K | $126.43M | 10.7% | 0 | Held |
| 4 | Broadcom Inc |
| 362.8K |
| $125.55M |
| 10.6% |
| 0 |
| Held |
| 5 | Egain Corp | 2.67M | $27.49M | 2.3% | 0 | Held |
| 6 | Bristol-Myers Squibb Co | 480.0K | $25.89M | 2.2% | 0 | Held |
| 7 | Progress Software Corp | 508.6K | $21.85M | 1.9% | 0 | Held |
| 8 | Pinterest Inc | 650.0K | $16.83M | 1.4% | +300.0K | Added |
| 9 | Dell Technologies Inc | 130.6K | $16.44M | 1.4% | 0 | Held |
| 10 | Aspen Aerogels Inc | 4.39M | $12.44M | 1.1% | 0 | Held |
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