San Francisco, CACIK 16457214 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
26 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Onto Innovation Inc | 212.4K | $33.53M | 9.4% | +37.3K | Added |
| 2 | Lumentum Hldgs Inc | 87.0K | $32.08M | 9.0% | −116.9K | Reduced |
| 3 | Adtran Holdings Inc | 2.99M | $25.95M | 7.3% | −226.8K | Reduced |
| 4 | Polaris Inc |
| 404.6K |
| $25.59M |
| 7.2% |
| −43.4K |
| Reduced |
| 5 | Ultra Clean Hldgs Inc | 949.3K | $24.05M | 6.8% | −103.2K | Reduced |
| 6 | Brunswick Corp | 308.8K | $22.92M | 6.4% | −9.2K | Reduced |
| 7 | Kulicke & Soffa Inds Inc | 481.0K | $21.92M | 6.2% | −149.8K | Reduced |
| 8 | Pdf Solutions Inc | 759.8K | $21.68M | 6.1% | +75.7K | Added |
| 9 | Calix Inc | 300.0K | $15.88M | 4.5% | +55.9K | Added |
| 10 | Bigcommerce Hldgs Inc | 3.78M | $15.56M | 4.4% | −834.1K | Reduced |
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