| Q1 2024 |
419 |
$783M |
+$272M |
-$45.4M |
+$226M |
MSFT, NVDA, AMZN, META, VRTX, AMGN |
13F-HR |
4/29/2024, 11:49 AM |
| Q4 2023 |
423 |
$514M |
+$159M |
-$45.4M |
+$113M |
MSFT, AMZN, VRTX, ADBE, NVDA, META |
13F-HR |
1/23/2024, 08:21 PM |
| Q3 2023 |
437 |
$345M |
+$83M |
-$48.4M |
+$34.6M |
MSFT, AMZN, NVDA, META, TSLA, NOW |
13F-HR |
10/30/2023, 08:56 PM |
| Q2 2023 |
438 |
$324M |
+$56.1M |
-$54.5M |
+$1.65M |
MSFT, NVDA, AMZN, META, NOW, V |
13F-HR |
7/27/2023, 09:26 PM |
| Q1 2023 |
446 |
$295M |
+$70.2M |
-$55.4M |
+$14.8M |
MSFT, AMZN, NVDA, IQ, NOW, ADI |
13F-HR |
4/27/2023, 08:49 PM |
| Q4 2022 |
390 |
$249M |
+$61.8M |
-$44.3M |
+$17.5M |
AMZN, MSFT, IQ, PDD, UNH, MRK |
13F-HR |
1/31/2023, 09:27 AM |
| Q3 2022 |
436 |
$238M |
+$77M |
-$27.5M |
+$49.6M |
AMZN, MSFT, TSLA, UNH, VRTX, GOOGL |
13F-HR |
10/20/2022, 09:05 PM |
| Q2 2022 |
93 |
$238M |
+$70.2M |
-$32.3M |
+$37.9M |
MSFT, AMZN, TSLA, GOOGL, UNH, NOW |
13F-HR |
8/12/2022, 06:55 AM |
| Q1 2022 |
86 |
$282M |
+$52.3M |
-$104M |
-$51.6M |
MSFT, GOOGL, AMZN, UNH, TSLA, NVDA |
13F-HR |
4/25/2022, 11:44 AM |
| Q4 2021 |
92 |
$420M |
|
|
|
MSFT, AAPL, AMZN, GOOGL, UNH, TSLA |
13F-HR |
2/11/2022, 06:16 AM |