$116 Million is the total value of Force Hill Capital Management LP's 30 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 1000.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TEL | New | TE CONNECTIVITY LTD | $7,247,011 | – | 58,666 | +100.0% | 6.26% | – |
| HPQ | New | HP INC | $5,689,158 | – | 221,368 | +100.0% | 4.91% | – |
| ORCL | New | ORACLE CORP | $5,046,347 | – | 47,643 | +100.0% | 4.36% | – |
| MDB | New | MONGODB INCcl a | $4,499,293 | – | 13,009 | +100.0% | 3.89% | – |
| CRUS | New | CIRRUS LOGIC INC | $4,065,803 | – | 54,973 | +100.0% | 3.51% | – |
| New | COHERENT CORP | $3,739,761 | – | 114,576 | +100.0% | 3.23% | – | |
| AMKR | Buy | AMKOR TECHNOLOGY INC | $3,510,526 | -23.1% | 155,333 | +1.3% | 3.03% | +207.2% |
| KLIC | New | KULICKE & SOFFA INDS INC | $3,376,332 | – | 69,429 | +100.0% | 2.92% | – |
| ZS | New | ZSCALER INC | $3,130,471 | – | 20,120 | +100.0% | 2.70% | – |
| SITM | New | SITIME CORP | $2,102,200 | – | 18,400 | +100.0% | 1.82% | – |
| MU | New | MICRON TECHNOLOGY INC | $1,790,958 | – | 26,326 | +100.0% | 1.55% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SENSATA TECHNOLOGIES HLDG PL | 12 | Q3 2023 | 4.8% |
| FLEX LTD | 12 | Q3 2023 | 2.6% |
| ARROW ELECTRS INC | 11 | Q2 2023 | 4.9% |
| JABIL INC | 11 | Q2 2023 | 4.6% |
| UBER TECHNOLOGIES INC | 10 | Q2 2023 | 4.4% |
| MATCH GROUP INC NEW | 10 | Q2 2023 | 3.2% |
| VIAVI SOLUTIONS INC | 10 | Q2 2023 | 4.6% |
| APPLIED MATLS INC | 9 | Q4 2022 | 5.4% |
| MICROCHIP TECHNOLOGY INC. | 9 | Q2 2023 | 6.2% |
| MICROSOFT CORP | 9 | Q3 2023 | 4.8% |
View Force Hill Capital Management LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-12 |
View Force Hill Capital Management LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.