Stock Taper

BREAKLINE CAPITAL LLC

Latest 13F filing data - Q4 2022

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Dell Technologies Inc.DELL200.19K$8.05M
STMicroelectronics N.V.STM89.65K$3.19M
Fox CorporationFOXA81.27K$2.47M
Comcast CorporationCMCSA70.96K$2.48M
Ciena CorporationCIEN70.56K$3.6M
Skyworks Solutions, Inc.SWKS60K$5.47M
Jabil Inc.JBL57.56K$3.93M
Marvell Technology, Inc.MRVL52.51K$1.94M
Advanced Micro Devices, Inc.AMD49.79K$3.23M
Tenable Holdings, Inc.TENB34.61K$1.32M
Palo Alto Networks, Inc.PANW33.04K$4.61M
T-Mobile US, Inc.TMUS28.82K$4.04M
Analog Devices, Inc.ADI25.79K$4.23M
Visa Inc.V24.31K$5.05M
Workday, Inc.WDAY23.73K$3.97M
Oracle CorporationORCL21.47K$1.76M
Applied Materials, Inc.AMAT18.33K$1.79M
KLA CorporationKLAC14.79K$5.58M
Netflix, Inc.NFLX13.53K$3.99M
Microsoft CorporationMSFT12.18K$2.92M