- 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 |
|---|---|---|---|---|---|---|---|---|
| STX | Seagate Technology Hldngs PL | 9.64% | 472,000 | $455,480,000 | 472,000 | New | $965 | 13F |
| MKSI | MKS INC. | 7.65% | 812,700 | $361,488,960 | 812,700 | New | $444.8 | 13F |
| CELH | Celsius Hldgs Inc | 5.63% | 9,090,000 | $266,155,200 | 9,090,000 | New | $29.28 | 13F |
| GLNG | GOLAR LNG LTD | 3.82% | 3,620,000 | $180,420,800 | 3,620,000 | New | $49.84 | 13F |
| BRKR | Bruker Corp | 3.71% | 2,915,000 | $175,424,700 | 2,915,000 | New | $60.18 | 13F |
| STM | STMicroelectronics N V | 3.49% | 2,200,000 | $164,758,000 | 2,200,000 | New | $74.89 | 13F |
| RIOT | Riot Platforms Inc | 1.66% | 2,865,000 | $78,443,700 | 2,865,000 | New | $27.38 | 13F |