Advantest
ATEYY
April 8, 2025

37

Bought

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Lumentum
LITE
July 31, 2026

727.46

Bought

This is one of the best companies in CPO (Co Packaged Optics) and NPO (Near Packaged Optics) for datacenter networking. I will likely add more. LITE reports on 8/11

Boston Scientific
BSX
July 1, 2026

43.28

Bought

50

Silicon In Motion
SIMO
July 1, 2026

321.01

Bought

25

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SiTime
SITM
July 1, 2026

700.93

Bought

25

Bought second tranche

Amphenol
APH
July 1, 2026

167.72

Bought

10

Max Linear
MXL
July 1, 2026

113.69

Bought

25

Bought second tranche of 25%

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