Hedge Fund - Mondrian Capital
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Last updated on based on SEC 13F filings Last update:
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| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | AMAT | 68,081 | $49,222,563 | -32% | 7.74% | ||
| 2. | STX | 49,000 | $47,285,000 | NEW | 7.44% | ||
| 3. | TXN | 125,000 | $37,258,750 | -29% | 5.86% | ||
| 4. | MU | 25,000 | $28,857,250 | NEW | 4.54% | ||
| 5. | STM | 356,000 | $26,660,840 | +33% | 4.19% |
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