Q4 2024 Holdings
Filed 2025-01-14 | 54 holdings | $113.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| PTC Inc(PTC) | COM | 69370C100 | $8.8M | 47,908 | 7.8% |
| Macom Tech Solutions Hldgs I(MTSI) | COM | 55405Y100 | $9.7M | 74,663 | 8.5% |
| Harmonic Inc(HLIT) | COM | 413160102 | $10.4M | 783,127 | 9.1% |
| Digimarc Corp New(DMRC) | COM | 25381B101 | $17.1M | 457,678 | 15.1% |