COLLABORATIVE HOLDINGS MANAGEMENT LP
Latest 13F filing data - Q2 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | APLD | 425K | $2.53M |
 | CORZ | 134K | $1.25M |
 | GEO | 56K | $804.16K |
 | WDC | 49K | $3.71M |
 | VRT | 48K | $4.18M |
 | HIMS | 41K | $827.79K |
 | AAOI | 41K | $339.33K |
 | HPE | 38K | $804.46K |
 | CAMT | 33K | $4.13M |
 | MOD | 27K | $2.71M |
 | LITE | 24K | $1.22M |
 | AMZN | 20K | $3.87M |
 | CLS | 18K | $1.03M |
 | PEG | 18K | $1.33M |
 | ACMR | 17K | $392.02K |
 | MRVL | 17K | $1.19M |
 | COHR | 16K | $1.16M |
 | MU | 15K | $1.97M |
 | SIMO | 14K | $1.13M |
 | CCJ | 13K | $639.60K |
Applied Digital Corporation
APLD
Shares Held
425K
Value
$2.53M
Core Scientific, Inc.
CORZ
Shares Held
134K
Value
$1.25M
The GEO Group, Inc.
GEO
Shares Held
56K
Value
$804.16K
Western Digital Corporation
WDC
Shares Held
49K
Value
$3.71M
Vertiv Holdings Co
VRT
Shares Held
48K
Value
$4.18M
Hims & Hers Health, Inc.
HIMS
Shares Held
41K
Value
$827.79K
Applied Optoelectronics, Inc.
AAOI
Shares Held
41K
Value
$339.33K
Hewlett Packard Enterprise Company
HPE
Shares Held
38K
Value
$804.46K
Camtek Ltd.
CAMT
Shares Held
33K
Value
$4.13M
Modine Manufacturing Company
MOD
Shares Held
27K
Value
$2.71M
Lumentum Holdings Inc.
LITE
Shares Held
24K
Value
$1.22M
Amazon.com, Inc.
AMZN
Shares Held
20K
Value
$3.87M
Celestica Inc.
CLS
Shares Held
18K
Value
$1.03M
Public Service Enterprise Group Incorporated
PEG
Shares Held
18K
Value
$1.33M
ACM Research, Inc.
ACMR
Shares Held
17K
Value
$392.02K
Marvell Technology, Inc.
MRVL
Shares Held
17K
Value
$1.19M
Coherent, Inc.
COHR
Shares Held
16K
Value
$1.16M
Micron Technology, Inc.
MU
Shares Held
15K
Value
$1.97M
Silicon Motion Technology Corporation
SIMO
Shares Held
14K
Value
$1.13M
Cameco Corporation
CCJ
Shares Held
13K
Value
$639.60K