Alpine Associates Management’s Mellanox Technologies, Ltd. MLNX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-1,596,657
Closed -$194M 45
2020
Q1
$194M Sell
1,596,657
-389,887
-20% -$47.3M 7.7% 1
2019
Q4
$233M Sell
1,986,544
-12,353
-0.6% -$1.45M 7.41% 1
2019
Q3
$219M Buy
1,998,897
+432,997
+28% +$47.5M 7.18% 1
2019
Q2
$173M Buy
1,565,900
+377,390
+32% +$41.8M 5.09% 5
2019
Q1
$141M Buy
+1,188,510
New +$141M 4.63% 7