| Q1 2024 |
103 |
$2.32B |
+$118M |
-$245M |
-$127M |
AMZN, MSFT, NVDA, V, GOOGL, TSM |
13F-HR |
4/29/2024, 09:49 AM |
| Q4 2023 |
100 |
$2.17B |
+$131M |
-$193M |
-$61.1M |
MSFT, AMZN, NVDA, V, GOOGL, ORCL |
13F-HR |
1/25/2024, 11:31 AM |
| Q3 2023 |
99 |
$1.93B |
+$211M |
-$181M |
+$30.1M |
MSFT, AMZN, V, GOOGL, NVDA, ORCL |
13F-HR |
11/9/2023, 11:20 AM |
| Q2 2023 |
98 |
$2B |
+$146M |
-$261M |
-$115M |
V, MSFT, AMZN, MA, GOOGL, ACN |
13F-HR |
8/10/2023, 09:46 AM |
| Q1 2023 |
95 |
$1.91B |
+$301M |
-$137M |
+$164M |
V, MSFT, MA, AMZN, UNH, GOOGL |
13F-HR |
5/3/2023, 11:14 AM |
| Q4 2022 |
90 |
$1.58B |
+$125M |
-$98.6M |
+$26M |
V, MSFT, MA, AMZN, UNH, ACN |
13F-HR |
2/9/2023, 11:44 AM |
| Q3 2022 |
85 |
$1.58B |
+$266M |
-$105M |
+$161M |
V, MSFT, MA, AMZN, ACN, UNH |
13F-HR |
11/2/2022, 01:27 PM |
| Q2 2022 |
90 |
$1.69B |
+$311M |
-$117M |
+$194M |
V, MSFT, AMZN, MA, ACN, TSM |
13F-HR |
8/5/2022, 08:03 AM |
| Q1 2022 |
93 |
$2.43B |
+$315M |
-$351M |
-$36.4M |
AMZN, V, MSFT, MA, ZI, AYX |
13F-HR |
5/5/2022, 08:23 AM |
| Q4 2021 |
92 |
$2.97B |
+$373M |
-$292M |
+$81.5M |
AMZN, V, MSFT, MA, ZS, ZI |
13F-HR |
2/8/2022, 09:17 AM |
| Q3 2021 |
96 |
$2.98B |
+$608M |
-$192M |
+$416M |
AMZN, MSFT, V, DIS, ZS, ZI |
13F-HR |
10/29/2021, 08:38 AM |
| Q2 2021 |
91 |
$2.62B |
+$272M |
-$228M |
+$44.2M |
AMZN, MSFT, DIS, TMO, NET, ZS |
13F-HR |
8/5/2021, 08:24 AM |
| Q1 2021 |
74 |
$2.47B |
+$723M |
-$78.2M |
+$645M |
AMZN, MSFT, DIS, V, BDX, AYX |
13F-HR |
5/5/2021, 02:06 PM |
| Q4 2020 |
77 |
$2.1B |
+$606M |
-$113M |
+$494M |
MSFT, AYX, BDX, V, AMZN, SYK |
13F-HR |
2/4/2021, 12:50 PM |
| Q3 2020 |
76 |
$1.44B |
+$216M |
-$186M |
+$30.1M |
SYK, MSFT, V, DIS, AMZN, BDX |
13F-HR |
11/4/2020, 11:35 AM |
| Q2 2020 |
67 |
$1.26B |
+$309M |
-$115M |
+$194M |
MSFT, V, DIS, MA, SYK, BABA |
13F-HR |
7/31/2020, 08:42 AM |
| Q1 2020 |
63 |
$831M |
+$225M |
-$46M |
+$179M |
AMZN, MSFT, DIS, V, YUMC, CRM |
13F-HR |
5/7/2020, 09:28 AM |
| Q4 2019 |
61 |
$846M |
+$99.3M |
-$170M |
-$70.2M |
AMZN, CRM, V, INXN, MSFT, BABA |
13F-HR |
2/7/2020, 10:01 AM |
| Q3 2019 |
59 |
$834M |
+$217M |
-$20M |
+$197M |
INXN, AMZN, V, MSFT, BABA, CRM |
13F-HR |
11/5/2019, 10:07 AM |
| Q2 2019 |
51 |
$685M |
+$135M |
-$28.9M |
+$106M |
INXN, V, AMZN, CRM, MSFT, BABA |
13F-HR |
8/12/2019, 09:31 AM |
| Q1 2019 |
50 |
$602M |
+$57.1M |
-$58.6M |
-$1.51M |
INXN, V, AMZN, MSFT, CRM, ADBE |
13F-HR |
4/24/2019, 11:52 AM |
| Q4 2018 |
54 |
$512M |
+$144M |
-$54.7M |
+$89.6M |
INXN, V, AMZN, MSFT, CRM, ADBE |
13F-HR |
2/12/2019, 08:49 AM |
| Q3 2018 |
38 |
$544M |
+$210M |
-$98.5M |
+$111M |
WP, INXN, V, MSFT, CRM, AMZN |
13F-HR |
10/26/2018, 08:50 AM |
| Q2 2018 |
38 |
$409M |
+$153M |
-$8.11M |
+$144M |
INXN, V, META, MSFT, SODA, AMZN |
13F-HR |
8/13/2018, 10:56 AM |
| Q1 2018 |
16 |
$247M |
+$109M |
-$7.5M |
+$101M |
INXN, SODA, META, AMZN, MSFT, ADBE |
13F-HR |
5/8/2018, 09:20 AM |
| Q4 2017 |
15 |
$143M |
+$19.8M |
-$20M |
-$229K |
INXN, META, AMZN, NVDA, MA, MTLS |
13F-HR |
2/1/2018, 09:20 AM |
| Q3 2017 |
15 |
$142M |
+$18.7M |
-$9.18M |
+$9.51M |
CRTO, INXN, META, AMZN, MTLS, NVDA |
13F-HR |
11/7/2017, 08:10 AM |
| Q2 2017 |
32 |
$153M |
+$25.6M |
-$13.1M |
+$12.5M |
CRTO, INXN, META, GOOGL, MA, V |
13F-HR |
8/10/2017, 10:12 AM |
| Q1 2017 |
35 |
$145M |
+$18.9M |
-$37.6M |
-$18.7M |
INXN, CRTO, META, GOOGL, AMZN, V |
13F-HR |
4/28/2017, 06:10 AM |
| Q4 2016 |
36 |
$155M |
+$43M |
-$16.3M |
+$26.7M |
INXN, CRTO, META, GOOGL, AMZN, CELG |
13F-HR |
2/8/2017, 09:11 AM |
| Q3 2016 |
41 |
$143M |
+$16.7M |
-$8.72M |
+$7.99M |
CRTO, INXN, META, GOOGL, SBUX, CRM |
13F-HR |
10/28/2016, 09:15 AM |
| Q2 2016 |
41 |
$144M |
+$14.9M |
-$7.86M |
+$7.02M |
CRTO, INXN, META, GOOGL, SBUX, CELG |
13F-HR |
7/18/2016, 10:13 AM |
| Q1 2016 |
38 |
$138M |
|
|
|
CRTO, INXN, META, GOOGL, SBUX, V |
13F-HR |
5/12/2016, 08:58 AM |