| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | APPLIED MICRO CIRCUITS CORP | 7,913,000 | 54,995,000 | 39.56% | ||
| 2 | IMMERSION CORP | 1,811,204 | 14,779,000 | 10.63% | ||
| 3 | CHECK POINT SOFTWARE TECH LT | 190,000 | 14,746,000 | 10.61% | Put | |
| 4 | UNIVERSAL DISPLAY CORP | 150,700 | 8,365,000 | 6.02% | ||
| 5 | PROOFPOINT INC | 100,000 | 7,485,000 | 5.38% | Put | |
| 6 | Integrated Device Technology I | 295,000 | 6,815,000 | 4.90% | ||
| 7 | IMMERSION CORP | 765,000 | 6,242,000 | 4.49% | Call | |
| 8 | GARMIN LTD | 100,000 | 4,811,000 | 3.46% | Call | |
| 9 | BROADCOM LTD | 25,100 | 4,330,000 | 3.11% | ||
| 10 | SAP SE | 35,900 | 3,282,000 | 2.36% | Put | |
| 11 | CABOT MICROELECTRONICS CP | 50,500 | 2,672,000 | 1.92% | ||
| 12 | GARMIN LTD | 50,750 | 2,442,000 | 1.76% | ||
| 13 | VERIFONE SYS INC | 151,500 | 2,385,000 | 1.72% | ||
| 14 | CIENA CORP COM NEW | 102,150 | 2,227,000 | 1.60% | ||
| 15 | EMCORE CORP COM NEW | 304,725 | 1,737,000 | 1.25% | ||
| 16 | CEVA Inc | 48,567 | 1,703,000 | 1.23% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000919574-16-016480, filed 2016.11.14).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
