- Subscribe
- Premium
- C-Suite
- Insiders
- M&A
- Gurus
- Spinoffs
- Buybacks
- More
| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| ALM | Almonty Inds Inc | -469,880 | Exited | 13F | ||||
| BE | Bloom Energy Corp | -136,320 | Exited | 13F | ||||
| AVGO | Broadcom Inc | -195,955 | Exited | 13F | ||||
| CLS | Celestica Inc | -33,275 | Exited | 13F | ||||
| NET | Cloudflare Inc | -52,535 | Exited | 13F | ||||
| COHR | Coherent Corp | -40,400 | Exited | 13F | ||||
| SATS | Echostar Corp | -60,765 | Exited | 13F | ||||
| FIGR | Figure Technology Solutio | -1,150,415 | Exited | 13F | ||||
| HUM | Humana Inc | -137,505 | Exited | 13F | ||||
| INTC | Intel Corp | -411,400 | Exited | 13F | ||||
| GSG | Ishares S&P Gsci Commodity- | -643,000 | Exited | 13F | ||||
| JBL | Jabil Inc | -82,200 | Exited | 13F | ||||
| LSCC | Lattice Semiconductor Corp | -323,135 | Exited | 13F | ||||
| LITE | Lumentum Hldgs Inc | -6,963 | Exited | 13F | ||||
| MELI | Mercadolibre Inc | -2,766 | Exited | 13F | ||||
| MU | Micron Technology Inc | -23,400 | Exited | 13F | ||||
| OPCH | Option Care Health Inc | -1,868,550 | Exited | 13F | ||||
| QSR | Restaurant Brands Intl Inc | -454,435 | Exited | 13F | ||||
| STUB | Stubhub Hldgs Inc | -1,367,177 | Exited | 13F | ||||
| TWLO | Twilio Inc | -181,760 | Exited | 13F | ||||
| TWST | Twist Bioscience Corp | -206,000 | Exited | 13F | ||||
| WLK | Westlake Corporation | -21,194 | Exited | 13F | ||||
| LYB | Lyondellbasell Industries Nv | -131,435 | Exited | 13F |