Hedge Fund - Steamboat Capital Partners
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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. | ACMR | 182,773 | $23,192,066 | -19% | 4.96% | ||
| 2. | GOOGL | 60,976 | $21,544,650 | -19% | 4.61% | ||
| 3. | AVGO | 54,388 | $20,545,067 | +21% | 4.39% | ||
| 4. | MU | 16,806 | $19,398,998 | -50% | 4.15% | ||
| 5. | AER | 122,485 | $17,855,863 | +63% | 3.82% |
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