Q3 2024 |
302 |
$574M |
+$68.2M |
-$83.9M |
-$15.7M |
AMSC, DRS, AAPL, HCI, NEE
|
13F-HR |
10/10/2024, 05:15 PM |
Q2 2024 |
302 |
$535M |
+$112M |
-$88.3M |
+$23.3M |
AMSC, AAPL, MSFT, DRS, NEE
|
13F-HR |
8/12/2024, 02:00 PM |
Q1 2024 |
306 |
$507M |
+$62.7M |
-$110M |
-$47.3M |
MSFT, AAPL, HCI, NEE, CRM
|
13F-HR |
5/3/2024, 03:57 PM |
Q4 2023 |
315 |
$508M |
+$45.6M |
-$213M |
-$168M |
STRL, AAPL, HCI, MSFT, CRM
|
13F-HR |
2/7/2024, 06:26 PM |
Q3 2023 |
356 |
$613M |
+$104M |
-$148M |
-$44.2M |
AAPL, STRL, MSFT, HCI, PRIM
|
13F-HR |
11/9/2023, 02:24 PM |
Q2 2023 |
369 |
$716M |
+$130M |
-$131M |
-$965K |
AAPL, STRL, MSFT, DGII, HCI
|
13F-HR |
8/14/2023, 08:12 AM |
Q1 2023 |
385 |
$688M |
+$111M |
-$100M |
+$10.8M |
AAPL, MSFT, STKL, STRL, CSTL
|
13F-HR |
5/4/2023, 04:49 PM |
Q4 2022 |
394 |
$642M |
+$81.9M |
-$84.9M |
-$2.97M |
AAPL, MSFT, DGII, STKL, CSTL
|
13F-HR |
2/2/2023, 05:58 PM |
Q3 2022 |
411 |
$627M |
+$73.2M |
-$68.9M |
+$4.39M |
AAPL, STKL, DGII, MSFT, CSTL
|
13F-HR |
11/14/2022, 12:17 PM |
Q2 2022 |
423 |
$619M |
+$85.9M |
-$93.5M |
-$7.58M |
AAPL, MSFT, GNRC, DGII, HCI
|
13F-HR |
8/11/2022, 05:42 PM |
Q1 2022 |
390 |
$802M |
+$96M |
-$104M |
-$7.8M |
AAPL, MSFT, ASPN, TNDM, NEM
|
13F-HR |
5/9/2022, 02:37 PM |
Q4 2021 |
403 |
$870M |
+$120M |
-$95.8M |
+$24.5M |
AAPL, MSFT, AMZN, ASPN, TNDM
|
13F-HR |
2/10/2022, 04:17 PM |
Q3 2021 |
417 |
$815M |
+$73.7M |
-$95.9M |
-$22.2M |
ASPN, MSFT, AMZN, AAPL, ALB
|
13F-HR |
11/9/2021, 02:29 PM |
Q2 2021 |
417 |
$860M |
+$129M |
-$156M |
-$26.7M |
AMZN, ASPN, MSFT, AAPL, RUN
|
13F-HR |
8/12/2021, 11:48 AM |
Q1 2021 |
442 |
$820M |
+$135M |
-$191M |
-$56.1M |
AMZN, AAPL, MSFT, RUN, COWN
|
13F-HR |
5/12/2021, 04:54 PM |
Q4 2020 |
476 |
$806M |
+$144M |
-$190M |
-$45.5M |
AMZN, RUN, AAPL, MSFT, PEP
|
13F-HR |
2/12/2021, 04:52 PM |
Q3 2020 |
475 |
$699M |
+$125M |
-$116M |
+$9.13M |
VSLR, AMZN, MSFT, AAPL, VRTX
|
13F-HR |
11/10/2020, 06:54 PM |
Q2 2020 |
418 |
$610M |
+$114M |
-$156M |
-$42.9M |
AMZN, MSFT, AAPL, NFLX, VRTX
|
13F-HR |
8/4/2020, 04:07 PM |
Q1 2020 |
389 |
$494M |
+$90.7M |
-$264M |
-$173M |
AMZN, MSFT, AAPL, VRTX, BABA
|
13F-HR |
5/1/2020, 06:35 PM |
Q4 2019 |
472 |
$813M |
+$191M |
-$127M |
+$63.1M |
DIS, AMZN, MSFT, BABA, AAPL
|
13F-HR |
2/10/2020, 12:18 PM |
Q3 2019 |
465 |
$693M |
+$144M |
-$154M |
-$9.69M |
DIS, MSFT, AMZN, HD, RTN
|
13F-HR |
10/22/2019, 04:45 PM |
Q2 2019 |
474 |
$729M |
+$173M |
-$148M |
+$25.1M |
IIPR, AMZN, DIS, MSFT, HD
|
13F-HR |
8/15/2019, 10:47 AM |
Q1 2019 |
478 |
$677M |
+$121M |
-$185M |
-$64.4M |
IIPR, PANW, AMZN, CGC, AEM
|
13F-HR |
5/14/2019, 09:05 PM |
Q4 2018 |
474 |
$636M |
$0 |
$0 |
|
AMZN, PANW, MSFT, HD, AEM
|
New Holdings |
2/7/2019, 01:56 PM |
Q4 2018 |
474 |
$636M |
+$149M |
-$223M |
-$73.7M |
AMZN, PANW, MSFT, HD, AEM
|
13F-HR |
2/6/2019, 11:38 AM |
Q3 2018 |
398 |
$843M |
+$132M |
-$128M |
+$4.24M |
AMZN, PANW, BIIB, RTN, HD
|
13F-HR |
10/16/2018, 10:22 AM |
Q2 2018 |
396 |
$799M |
+$115M |
-$120M |
-$5.86M |
AMZN, PANW, RTN, HD, GOOG
|
13F-HR |
7/17/2018, 04:18 PM |
Q1 2018 |
367 |
$761M |
+$88.9M |
-$107M |
-$18.3M |
AMZN, MS, PANW, RTN, HD
|
13F-HR |
4/26/2018, 03:41 PM |
Q4 2017 |
355 |
$758M |
+$114M |
-$120M |
-$5.92M |
AMZN, MS, HD, PANW, GOOG
|
13F-HR |
2/5/2018, 02:05 PM |
Q3 2017 |
353 |
$735M |
+$113M |
-$132M |
-$19.3M |
AMZN, CELG, AAPL, MS, BABA
|
13F-HR |
10/30/2017, 04:07 PM |
Q2 2017 |
340 |
$699M |
+$125M |
-$87.6M |
+$37.2M |
AMZN, AAPL, CELG, MS, PANW
|
13F-HR |
7/28/2017, 04:41 PM |
Q1 2017 |
346 |
$636M |
+$121M |
-$128M |
-$7.31M |
AMZN, AAPL, CELG, MS, CYBR
|
13F-HR |
4/27/2017, 02:30 PM |
Q4 2016 |
339 |
$607M |
+$131M |
-$144M |
-$13.4M |
AMZN, AAPL, CELG, MS, CYBR
|
13F-HR |
2/8/2017, 07:55 AM |
Q3 2016 |
331 |
$621M |
+$139M |
-$150M |
-$11.1M |
AMZN, AAPL, PANW, CELG, GOOG
|
13F-HR |
11/1/2016, 02:36 PM |
Q2 2016 |
314 |
$601M |
+$117M |
-$123M |
-$6.64M |
AMZN, AEM, BMY, GOLD, CYBR
|
13F-HR |
7/27/2016, 12:09 PM |
Q1 2016 |
312 |
$584M |
+$88.3M |
-$126M |
-$37.3M |
AMZN, FSLR, BMY, AEM, PANW
|
13F-HR |
5/9/2016, 11:59 AM |
Q4 2015 |
309 |
$640M |
+$123M |
-$125M |
-$2.24M |
AMZN, PANW, FSLR, BMY, META
|
13F-HR |
1/26/2016, 02:03 PM |
Q3 2015 |
318 |
$609M |
+$113M |
-$89.2M |
+$24M |
PANW, AMZN, JBLU, GILD, META
|
13F-HR |
11/4/2015, 03:40 PM |
Q2 2015 |
312 |
$662M |
+$120M |
-$191M |
-$71.1M |
PANW, AAPL, BMY, DIS, GILD
|
13F-HR |
7/28/2015, 04:53 PM |
Q1 2015 |
316 |
$715M |
+$128M |
-$148M |
-$20.6M |
PANW, WT, AAPL, BMY, GILD
|
13F-HR |
5/6/2015, 06:18 AM |
Q4 2014 |
332 |
$687M |
+$96.6M |
-$103M |
-$6.34M |
GILD, CELG, JBLU, PANW, AAPL
|
13F-HR |
1/27/2015, 11:25 AM |
Q3 2014 |
355 |
$654M |
+$135M |
-$151M |
-$16.3M |
GILD, CELG, META, SLB, PANW
|
13F-HR |
10/29/2014, 08:44 AM |
Q2 2014 |
354 |
$679M |
+$173M |
-$171M |
+$2.41M |
GILD, CELG, AAPL, SLB, HAL
|
13F-HR |
7/23/2014, 12:53 PM |
Q1 2014 |
344 |
$687M |
+$122M |
-$152M |
-$30.1M |
GILD, YHOO, GOOGL, CELG, AAPL
|
13F-HR |
4/28/2014, 10:29 AM |
Q4 2013 |
360 |
$707M |
$0 |
$0 |
|
GILD, GOOGL, CELG, AAPL, WT
|
13F-HR |
1/28/2014, 10:05 AM |