| Q1 2024 |
37 |
$15.9B |
+$601M |
-$902M |
-$301M |
AVGO, SPGI, GOOGL, AMAT, V, ADI |
13F-HR |
5/8/2024, 01:48 PM |
| Q4 2023 |
37 |
$15B |
+$616M |
-$1.18B |
-$560M |
AVGO, SPGI, ADI, GOOGL, V, AMAT |
13F-HR |
2/7/2024, 01:51 PM |
| Q3 2023 |
39 |
$13.5B |
+$94.8M |
-$175M |
-$80.4M |
SPGI, AVGO, ADI, GOOGL, V, AMAT |
13F-HR |
11/6/2023, 12:18 PM |
| Q2 2023 |
38 |
$14.3B |
+$1.15B |
-$191M |
+$963M |
AVGO, SPGI, ADI, V, GOOGL, AMAT |
13F-HR |
8/9/2023, 03:25 PM |
| Q1 2023 |
37 |
$12.3B |
+$488M |
-$332M |
+$155M |
SPGI, AVGO, ADI, V, TMO, A |
13F-HR |
5/4/2023, 01:50 PM |
| Q4 2022 |
39 |
$11.8B |
+$189M |
-$211M |
-$22.1M |
SPGI, AVGO, ADI, GOOGL, A, V |
13F-HR |
2/6/2023, 11:20 AM |
| Q3 2022 |
39 |
$11B |
+$889M |
-$80.6M |
+$809M |
SPGI, GOOGL, AVGO, ADI, TMO, A |
13F-HR |
11/3/2022, 12:54 PM |
| Q2 2022 |
39 |
$12B |
+$449M |
-$40.7M |
+$408M |
SPGI, GOOGL, AVGO, ADI, AMT, TMO |
13F-HR |
8/3/2022, 11:59 AM |
| Q1 2022 |
37 |
$14B |
+$590M |
|
+$590M |
SPGI, GOOGL, AVGO, ADI, ICE, V |
13F-HR |
5/3/2022, 03:17 PM |
| Q4 2021 |
38 |
$15.1B |
+$319M |
-$1.16B |
-$844M |
SPGI, GOOGL, AVGO, EFX, TMO, ADI |
13F-HR |
1/27/2022, 01:51 PM |
| Q3 2021 |
37 |
$14.7B |
+$19.1M |
-$241M |
-$222M |
SPGI, GOOGL, A, ADI, EFX, V |
13F-HR |
10/26/2021, 02:10 PM |
| Q2 2021 |
38 |
$14.8B |
+$229M |
-$213M |
+$15.9M |
SPGI, GOOGL, ADI, V, A, FIS |
13F-HR |
7/27/2021, 03:16 PM |
| Q1 2021 |
39 |
$13.7B |
+$728M |
-$1.16B |
-$433M |
SPGI, GOOGL, FIS, ADI, V, AVGO |
13F-HR |
5/3/2021, 12:53 PM |
| Q4 2020 |
36 |
$13.3B |
|
-$77.4M |
-$77.4M |
SPGI, ADI, GOOGL, FIS, V, ICE |
13F-HR |
2/3/2021, 02:59 PM |
| Q3 2020 |
36 |
$12B |
|
-$130M |
-$130M |
SPGI, FIS, ADI, V, AMT, GOOGL |
13F-HR |
10/30/2020, 01:18 PM |
| Q2 2020 |
36 |
$11.5B |
+$499M |
|
+$499M |
SPGI, ADI, FIS, AMT, V, GOOGL |
13F-HR |
7/31/2020, 10:01 AM |
| Q1 2020 |
36 |
$9.04B |
+$296M |
-$63.2M |
+$233M |
SPGI, FIS, AMT, ADI, V, WTW |
13F-HR |
4/30/2020, 08:37 AM |
| Q4 2019 |
34 |
$10.8B |
+$262M |
-$471M |
-$209M |
SPGI, ADI, FIS, V, AMT, WTW |
13F-HR |
2/7/2020, 07:40 AM |
| Q3 2019 |
33 |
$10.3B |
+$177M |
-$61.3M |
+$115M |
SPGI, ADI, FIS, AMT, WTW, ZTS |
13F-HR |
11/4/2019, 08:08 AM |
| Q2 2019 |
32 |
$9.9B |
+$388M |
-$170M |
+$218M |
SPGI, ADI, FIS, V, WTW, ECL |
13F-HR |
7/26/2019, 12:53 PM |
| Q1 2019 |
32 |
$9.41B |
+$52.6M |
-$39.4M |
+$13.2M |
SPGI, ADI, FIS, WTW, AMT, V |
13F-HR |
5/1/2019, 09:38 AM |
| Q4 2018 |
34 |
$8.29B |
+$389M |
-$108M |
+$281M |
SPGI, ADI, FIS, WTW, GOOGL, CME |
13F-HR |
2/5/2019, 06:47 AM |
| Q3 2018 |
34 |
$8.89B |
+$291M |
-$938M |
-$647M |
SPGI, ADI, FIS, GOOGL, V, ECL |
13F-HR |
11/9/2018, 05:22 AM |
| Q2 2018 |
34 |
$9.29B |
+$895M |
-$345M |
+$551M |
SPGI, ADI, FIS, GOOGL, BIDU, WTW |
13F-HR |
8/7/2018, 07:24 AM |
| Q1 2018 |
32 |
$8.8B |
+$612M |
-$272M |
+$340M |
SPGI, ADI, FIS, WTW, GOOGL, BIDU |
13F-HR |
5/8/2018, 09:13 AM |
| Q4 2017 |
31 |
$8.44B |
|
-$588M |
-$588M |
SPGI, ADI, FIS, GOOGL, WTW, BIDU |
13F-HR |
2/12/2018, 06:40 AM |
| Q3 2017 |
31 |
$8.6B |
+$545M |
-$236M |
+$309M |
SPGI, ADI, FIS, BIDU, WTW, GOOGL |
13F-HR |
11/13/2017, 06:12 AM |
| Q2 2017 |
30 |
$8.01B |
+$98.9M |
-$330M |
-$231M |
SPGI, ADI, FIS, WTW, GOOGL, ECL |
13F-HR |
8/7/2017, 10:54 AM |
| Q1 2017 |
30 |
$7.82B |
+$496M |
-$137M |
+$359M |
ADI, SPGI, FIS, WTW, GOOGL, ECL |
13F-HR |
5/1/2017, 02:08 PM |
| Q4 2016 |
29 |
$7.14B |
+$923M |
-$282M |
+$641M |
ADI, FIS, SPGI, WTW, GOOGL, ECL |
13F-HR |
2/10/2017, 05:51 AM |
| Q3 2016 |
29 |
$7.08B |
+$724M |
-$46.8M |
+$677M |
FIS, SPGI, ADI, WTW, GOOGL, ECL |
13F-HR |
11/7/2016, 07:24 AM |
| Q2 2016 |
26 |
$5.94B |
+$868M |
-$150M |
+$718M |
FIS, SPGI, ADI, ECL, WTW, BIDU |
13F-HR |
8/3/2016, 02:38 PM |
| Q1 2016 |
24 |
$5.71B |
+$1.05B |
-$160M |
+$888M |
FIS, ADI, BIDU, MHFI, GOOGL, WTW |
13F-HR |
4/29/2016, 10:39 AM |
| Q4 2015 |
22 |
$5.32B |
+$1.36B |
-$66.6M |
+$1.29B |
FIS, BIDU, ADI, WSH, GOOGL, ECL |
13F-HR |
2/3/2016, 06:30 AM |
| Q3 2015 |
19 |
$4.69B |
+$545M |
-$205M |
+$340M |
GOOGXXXX, FIS, ADI, ECL, WSH, HOG |
13F-HR |
11/4/2015, 03:09 PM |
| Q2 2015 |
20 |
$5.01B |
+$123M |
-$127M |
-$3.6M |
FIS, ADI, BIDU, ECL, WSH, HOG |
13F-HR |
7/27/2015, 09:50 AM |
| Q1 2015 |
20 |
$5.11B |
+$459M |
-$13M |
+$446M |
FIS, ADI, BIDU, WSH, ECL, HOG |
13F-HR |
5/4/2015, 12:42 PM |
| Q4 2014 |
20 |
$4.85B |
+$675M |
-$793K |
+$674M |
BIDU, FIS, ADI, HOG, GWW, WSH |
13F-HR |
2/9/2015, 03:13 PM |
| Q3 2014 |
21 |
$4.43B |
+$259M |
-$37.7M |
+$221M |
BIDU, FIS, HOG, ADI, WSH, GOOGLXXXX |
13F-HR |
11/12/2014, 08:36 AM |
| Q2 2014 |
20 |
$4.31B |
+$674M |
-$481M |
+$193M |
FIS, HOG, BIDU, ADI, GOOGLXXXX, WSH |
13F-HR |
8/6/2014, 05:35 PM |
| Q1 2014 |
20 |
$4.32B |
+$494M |
-$295M |
+$199M |
GOOGLXXXX, FIS, HOG, PCLN, BIDU, ADI |
13F-HR |
5/9/2014, 04:00 PM |
| Q4 2013 |
19 |
$4.22B |
|
|
|
GOOGLXXXX, BIDU, HOG, PCLN, ADI, KO |
13F-HR |
2/10/2014, 12:11 PM |