Force Hill Capital Management LP 13F Holdings · last filed Q3 2023
Force Hill Capital Management LP reported 30 securities worth $115.77M in its SEC 13F filing for Q3 2023 (period ended 2023-09-30). Top holdings: TEL (6.26%), APH (5.85%), QRVO (5.76%). Among its top 25 positions this quarter: 8 new, 1 added, 16 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TEL | TE CONNECTIVITY LTD | $7.2M | 6.26% | 58,666 | New |
| 2 | APH | AMPHENOL CORP NEW | $6.8M | 5.85% | 80,594 | Trimmed |
| 3 | QRVO | QORVO INC | $6.7M | 5.76% | 69,807 | Trimmed |
| 4 | NVDA | NVIDIA CORPORATION | $6.6M | 5.74% | 15,274 | Trimmed |
| 5 | NOW | SERVICENOW INC | $5.8M | 4.99% | 10,331 | Trimmed |
| 6 | HPQ | HP INC | $5.7M | 4.91% | 221,368 | New |
| 7 | ORCL | ORACLE CORP | $5.0M | 4.36% | 47,643 | New |
| 8 | AVT | AVNET INC | $4.7M | 4.06% | 97,487 | Trimmed |
| 9 | STM | STMICROELECTRONICS N V | $4.7M | 4.06% | 108,841 | Trimmed |
| 10 | MDB | MONGODB INC | $4.5M | 3.89% | 13,009 | New |
| 11 | LSCC | LATTICE SEMICONDUCTOR CORP | $4.4M | 3.77% | 50,858 | Trimmed |
| 12 | CRUS | CIRRUS LOGIC INC | $4.1M | 3.51% | 54,973 | New |
| 13 | GFS | GLOBALFOUNDRIES INC | $3.9M | 3.36% | 66,763 | Trimmed |
| 14 | COHR | COHERENT CORP | $3.7M | 3.23% | 114,576 | New |
| 15 | AMKR | AMKOR TECHNOLOGY INC | $3.5M | 3.03% | 155,333 | Added |
| 16 | EXTR | EXTREME NETWORKS | $3.4M | 2.93% | 139,900 | Trimmed |
| 17 | KLIC | KULICKE & SOFFA INDS INC | $3.4M | 2.92% | 69,429 | New |
| 18 | NTNX | NUTANIX INC | $3.3M | 2.84% | 94,320 | Trimmed |
| 19 | ZS | ZSCALER INC | $3.1M | 2.70% | 20,120 | New |
| 20 | ASML | ASML HOLDING N V | $3.0M | 2.60% | 5,107 | Trimmed |
| 21 | MBLY | MOBILEYE GLOBAL INC | $2.9M | 2.53% | 70,521 | Trimmed |
| 22 | ST | SENSATA TECHNOLOGIES HLDG PL | $2.9M | 2.50% | 76,414 | Trimmed |
| 23 | MSFT | MICROSOFT CORP | $2.6M | 2.28% | 8,358 | Trimmed |
| 24 | WDC | WESTERN DIGITAL CORP. | $2.4M | 2.08% | 52,707 | Trimmed |
| 25 | FLEX | FLEX LTD | $2.3M | 1.95% | 83,576 | Trimmed |
Source: SEC Form 13F filings · as of 2023-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR