Armonk, NYCIK 20078804 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
66 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Macom Tech Solutions Hldgs I | 124.5K | $21.33M | 12.3% | −3.1K | Reduced |
| 2 | Pdf Solutions Inc | 473.9K | $13.52M | 7.8% | +15.1K | Added |
| 3 | Harmonic Inc | 1.30M | $12.85M | 7.4% | +52.5K | Added |
| 4 | Ptc Inc |
| 72.6K |
| $12.64M |
| 7.3% |
| +2.8K |
| Added |
| 5 | Analog Devices Inc | 34.9K | $9.48M | 5.5% | +3.4K | Added |
| 6 | Texas Instrs Inc | 47.5K | $8.24M | 4.8% | +2.7K | Added |
| 7 | Gsi Technology Inc | 774.5K | $4.81M | 2.8% | +21.3K | Added |
| 8 | Kornit Digital Ltd | 331.3K | $4.76M | 2.8% | +50.2K | Added |
| 9 | Digimarc Corp New | 724.1K | $4.75M | 2.7% | +31.0K | Added |
| 10 | International Business Machs | 15.7K | $4.65M | 2.7% | +650 | Added |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio