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| Name: |
Albar Capital Ltd |
| City: |
LONDON |
| State: |
X0 |
| Zip: |
W1S4NN |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
NVDA |
NVIDIA Corporation |
2 |
- |
$898.78 |
$29,554,000 |
59,679 |
6.33% |
-21,034,000 |
-56,618 |
0.002 |
Semiconductor - Speci... |
|
|
OLED |
Universal Display Corp |
5 |
- |
$171.08 |
$25,426,000 |
132,942 |
5.45% |
664,000 |
-24,786 |
0.282 |
Computer Peripherals |
|
|
LII |
Lennox International Inc |
11 |
- |
$467.14 |
$18,412,000 |
41,143 |
3.94% |
-5,511,000 |
-22,746 |
0.108 |
Appliances |
|
|
AVY |
Avery Dennison Corporation |
14 |
- |
$225.61 |
$16,085,000 |
79,568 |
3.45% |
-139,000 |
-9,247 |
0.095 |
Paper & Paper Products |
|
|
NXPI |
NXP Semiconductors NV |
16 |
- |
$261.73 |
$14,116,000 |
61,458 |
3.02% |
-10,222,000 |
-60,282 |
0.022 |
Semiconductor- Broad... |
|
|
MRVL |
Marvell Technology, Inc. |
19 |
- |
$68.47 |
$8,179,000 |
135,620 |
1.75% |
-2,199,000 |
-56,107 |
0.017 |
N/A |
|
|
VC |
Visteon Corp |
22 |
- |
$112.19 |
$7,173,000 |
57,432 |
1.54% |
-1,145,000 |
-2,816 |
0.19 |
Auto Parts |
|
|
MU |
Micron Technology Inc |
24 |
- |
$121.24 |
$6,192,000 |
72,561 |
1.33% |
-3,571,000 |
-70,944 |
0.007 |
Semiconductor - Memor... |
|
|
EMR |
Emerson Electric Co |
27 |
- |
$115.55 |
$5,547,000 |
56,995 |
1.19% |
-19,304,000 |
-200,344 |
0.01 |
Industrial Electrical... |
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