Micron Tech

Micron Tech

MU

March 31, 2026

325

Bought

View More

Boston Scientific

BSX

July 1, 2026

43.28

Bought

50

Silicon In Motion

SIMO

July 1, 2026

321.01

Bought

25

Second Tranche

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%

Applied OptoElectronics

AAOI

July 1, 2026

145.01

Bought

20

Initial 20%