Lisle, ILCIK 9378864 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
179 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Lumentum Hldgs Inc | 280.9K | $103.55M | 3.8% | −47.7K | Reduced |
| 2 | Credo Technology Group Holdi | 675.4K | $97.18M | 3.6% | +31.4K | Added |
| 3 | Applied Optoelectronics Inc | 2.04M | $71.10M | 2.6% | +151.6K | Added |
| 4 | Sharkninja Inc |
| 526.3K |
| $58.89M |
| 2.2% |
| +43.5K |
| Added |
| 5 | Ambarella Inc | 617.9K | $43.77M | 1.6% | +6.5K | Added |
| 6 | Rambus Inc Del | 462.1K | $42.46M | 1.6% | −45.8K | Reduced |
| 7 | Skywest Inc | 382.2K | $38.38M | 1.4% | +51.4K | Added |
| 8 | Encompass Health Corp | 359.0K | $38.10M | 1.4% | +171 | Added |
| 9 | Sitime Corp | 106.4K | $37.58M | 1.4% | 0 | Held |
| 10 | Digitalocean Hldgs Inc | 778.8K | $37.48M | 1.4% | +6.8K | Added |
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