Quentec Asset Management

Latest statistics and disclosures from Quentec Asset Management's latest quarterly 13F-HR filing:

Companies in the Quentec Asset Management portfolio as of September 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Lumentum Hldgs 19.07 3.50M +40% 54.35
Tesla Motors (TSLA) 11.02 322400 -8% 341.10
Servicenow 8.10 687900 NEW 117.53
Shopify Inc cl a 6.04 517600 -63% 116.49
Viavi Solutions Inc equities 4.81 5.08M -15% 9.46
Canadian Solar (CSIQ) 4.65 2.76M 16.84
NVIDIA Corporation (NVDA) 3.76 210000 -56% 178.77
8point Energy Partners Lp ml 3.41 2.26M +15% 15.03
Himax Technologies (HIMX) 2.92 2.67M +28% 10.93
Sunrun 2.87 5.17M 5.55
China Mobile (CHL) 2.73 538594 -17% 50.57
Micron Technology (MU) 2.44 617855 -69% 39.33
Finisar Corporation (FNSR) 2.40 1.08M -58% 22.17
Fabrinet shs 2.34 630051 -30% 37.06
Daqo New Energy Corp- 2.26 777444 -20% 29.02
Workday Inc cl a 2.11 200000 -42% 105.39
Terraform Global 1.98 4.16M -6% 4.75
Inphi Corporation (IPHI) 1.78 448216 +145% 39.69
Red Hat (RHT) 1.67 150000 NEW 110.85
Vivint Solar 1.35 3.96M +24% 3.40
Neophotonics Corp 1.34 2.40M +24% 5.56
Vishay Intertechnology (VSH) 1.28 679831 -6% 18.80
Jinkosolar Hldg Co Ltd debt 4.000% 2/0 1.25 500200 NEW 24.95
Solaredge Technologies 1.18 411000 NEW 28.56
Gridsum Hldg Inc adr repsg cl b 1.18 1.15M +12% 10.30
Applied Optoelectronics 1.14 176600 NEW 64.67
II-VI (IIVI) 1.10 266317 NEW 41.15
STMicroelectronics N.V. (STM) 1.08 554488 -69% 19.42
Fortinet (FTNT) 0.83 230000 -42% 35.84
Oclaro (OCLR) 0.77 891170 -65% 8.63
Advanced Micro Devices (AMD) 0.40 310000 NEW 12.75
Sunpower 0.32 440000 NEW 7.29
LG Display (LPL) 0.28 210544 -30% 13.44
Sky Solar Holdings Ltd Skys Ad 0.12 671151 -4% 1.79

Past 13F-HR SEC Filings by Quentec Asset Management

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