| Q1 2024 |
34 |
$6.44B |
+$222K |
-$334M |
-$334M |
ICE, SCHW, ELV, UNH, TSM, COF |
13F-HR |
5/14/2024, 05:31 PM |
| Q4 2023 |
33 |
$6.26B |
+$234K |
-$378M |
-$377M |
ICE, SCHW, UNH, ELV, FWONK, TSM |
13F-HR |
2/13/2024, 05:41 PM |
| Q3 2023 |
36 |
$6.02B |
+$542M |
-$795M |
-$253M |
ICE, UNH, ELV, SCHW, FWONK, GOOGL |
13F-HR |
11/13/2023, 05:41 PM |
| Q2 2023 |
34 |
$6.34B |
+$360M |
-$760M |
-$400M |
ICE, UNH, FWONKXXXX, SCHW, KMX, ELV |
13F-HR |
8/11/2023, 05:31 PM |
| Q1 2023 |
31 |
$6.12B |
+$1.82M |
-$605M |
-$603M |
ICE, FWONKXXXX, UNH, SCHW, TSM, KMX |
13F-HR |
5/12/2023, 05:33 PM |
| Q4 2022 |
32 |
$6.4B |
+$1.46M |
-$544M |
-$542M |
SCHW, ICE, UNH, FWONKXXXX, ELV, KMX |
13F-HR |
2/13/2023, 03:21 PM |
| Q3 2022 |
31 |
$6.73B |
+$1.15B |
-$558M |
+$587M |
UNH, SCHW, ICE, FWONKXXXX, ELV, KMX |
13F-HR |
11/14/2022, 09:12 AM |
| Q2 2022 |
31 |
$7.67B |
+$503M |
-$1.02B |
-$513M |
UNH, ICE, KMX, FWONKXXXX, SCHW, TSM |
13F-HR |
8/15/2022, 09:42 AM |
| Q1 2022 |
34 |
$10.2B |
+$320M |
-$556M |
-$235M |
UNH, ELV, TSM, SCHW, FWONKXXXX, KMX |
13F-HR |
5/13/2022, 05:13 PM |
| Q4 2021 |
34 |
$11.7B |
+$174M |
-$574M |
-$400M |
UNH, KMX, META, TSM, ELV, MU |
13F-HR |
2/11/2022, 04:52 PM |
| Q3 2021 |
33 |
$11.1B |
+$622M |
-$323M |
+$299M |
META, KMX, TSM, CACC, UNH, ELV |
13F-HR |
11/12/2021, 05:01 PM |
| Q2 2021 |
35 |
$11.3B |
+$573M |
-$544M |
+$28.5M |
KMX, META, UNH, CACC, ELV, TSM |
13F-HR |
8/13/2021, 05:56 PM |
| Q1 2021 |
37 |
$10.6B |
+$1.15B |
-$840M |
+$306M |
KMX, META, TSM, UNH, SCHW, CACC |
13F-HR |
5/14/2021, 06:02 PM |
| Q4 2020 |
38 |
$9.38B |
+$488M |
-$651M |
-$163M |
TSM, UNH, KMX, META, ANET, CACC |
13F-HR |
2/12/2021, 08:44 PM |
| Q3 2020 |
35 |
$8.4B |
+$806M |
-$754M |
+$51.3M |
W, GOOG, KMX, META, UNH, TSM |
13F-HR |
11/13/2020, 04:59 PM |
| Q2 2020 |
37 |
$7.46B |
+$581M |
-$1.12B |
-$534M |
GOOG, KMX, W, META, CACC, UNH |
13F-HR |
8/14/2020, 01:22 PM |
| Q1 2020 |
38 |
$6.24B |
+$608M |
-$674M |
-$66.1M |
GOOG, KMX, ANET, SCHW, META, UNH |
13F-HR |
5/15/2020, 11:35 AM |
| Q4 2019 |
39 |
$8.09B |
+$782M |
-$791M |
-$8.66M |
GOOG, KMX, BRKA, CACC, JXXXX, META |
13F-HR |
2/14/2020, 09:38 AM |
| Q3 2019 |
40 |
$7.62B |
+$366M |
-$317M |
+$48.4M |
GOOG, KMX, BRKA, JXXXX, FWONKXXXX, CACC |
13F-HR |
11/13/2019, 06:19 PM |
| Q2 2019 |
37 |
$7.43B |
+$1.96M |
-$2.1B |
-$2.09B |
KMX, GOOG, BRKA, MA, CACC, JXXXX |
RESTATEMENT |
8/14/2019, 04:29 PM |
| Q1 2019 |
51 |
$9.8B |
+$98.1M |
-$760M |
-$662M |
GOOGL, GOOG, KMX, BRKA, AMZN, CACC |
13F-HR |
5/15/2019, 09:19 AM |
| Q4 2018 |
57 |
$9.08B |
+$677M |
-$596M |
+$80.8M |
GOOGL, GOOG, BRKA, KMX, AMZN, CACC |
13F-HR |
2/13/2019, 06:20 PM |
| Q3 2018 |
61 |
$10.9B |
+$235M |
-$1.02B |
-$782M |
GOOG, GOOGL, BRKA, KMX, AMZN, MA |
13F-HR |
11/14/2018, 10:11 AM |
| Q2 2018 |
61 |
$11.2B |
+$558M |
-$879M |
-$321M |
GOOG, GOOGL, KMX, BRKA, AMZN, TJX |
13F-HR |
8/14/2018, 10:24 AM |
| Q1 2018 |
59 |
$10.9B |
|
|
|
BRKA, AMZN, GOOGL, GOOG, KMX, MA |
13F-HR |
5/14/2018, 05:57 PM |