BREAKLINE CAPITAL LLC
Latest 13F filing data - Q4 2022
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DELL | 200K | $8.05M |
 | STM | 90K | $3.19M |
 | FOXA | 81K | $2.47M |
 | PSTG | 80K | $2.13M |
 | CMCSA | 71K | $2.48M |
 | CIEN | 71K | $3.60M |
 | SWKS | 60K | $5.47M |
 | JBL | 58K | $3.93M |
 | MRVL | 53K | $1.94M |
 | AMD | 50K | $3.23M |
 | TENB | 35K | $1.32M |
 | PANW | 33K | $4.61M |
 | TMUS | 29K | $4.04M |
 | ADI | 26K | $4.23M |
 | V | 24K | $5.05M |
 | WDAY | 24K | $3.97M |
 | ORCL | 21K | $1.76M |
 | AMAT | 18K | $1.79M |
 | KLAC | 15K | $5.58M |
 | NFLX | 14K | $3.99M |
Dell Technologies Inc.
DELL
Shares Held
200K
Value
$8.05M
STMicroelectronics N.V.
STM
Shares Held
90K
Value
$3.19M
Fox Corporation
FOXA
Shares Held
81K
Value
$2.47M
Pure Storage, Inc.
PSTG
Shares Held
80K
Value
$2.13M
Comcast Corporation
CMCSA
Shares Held
71K
Value
$2.48M
Ciena Corporation
CIEN
Shares Held
71K
Value
$3.60M
Skyworks Solutions, Inc.
SWKS
Shares Held
60K
Value
$5.47M
Jabil Inc.
JBL
Shares Held
58K
Value
$3.93M
Marvell Technology, Inc.
MRVL
Shares Held
53K
Value
$1.94M
Advanced Micro Devices, Inc.
AMD
Shares Held
50K
Value
$3.23M
Tenable Holdings, Inc.
TENB
Shares Held
35K
Value
$1.32M
Palo Alto Networks, Inc.
PANW
Shares Held
33K
Value
$4.61M
T-Mobile US, Inc.
TMUS
Shares Held
29K
Value
$4.04M
Analog Devices, Inc.
ADI
Shares Held
26K
Value
$4.23M
Visa Inc.
V
Shares Held
24K
Value
$5.05M
Workday, Inc.
WDAY
Shares Held
24K
Value
$3.97M
Oracle Corporation
ORCL
Shares Held
21K
Value
$1.76M
Applied Materials, Inc.
AMAT
Shares Held
18K
Value
$1.79M
KLA Corporation
KLAC
Shares Held
15K
Value
$5.58M
Netflix, Inc.
NFLX
Shares Held
14K
Value
$3.99M