Q3 2024 |
45 |
$809M |
+$126M |
-$95.1M |
+$31.2M |
NVDA, META, AAPL, ARM, AMZN
|
13F-HR |
11/14/2024, 12:00 PM |
Q2 2024 |
49 |
$757M |
+$245M |
-$146M |
+$98.9M |
NVDA, META, AMZN, ARM, AAPL
|
13F-HR |
8/14/2024, 12:00 PM |
Q1 2024 |
49 |
$740M |
+$109M |
-$104M |
+$5.43M |
NVDA, META, AMZN, MSFT, MLM
|
13F-HR |
5/15/2024, 12:00 PM |
Q4 2023 |
45 |
$614M |
+$61.4M |
-$69M |
-$7.67M |
NVDA, META, AMZN, MSFT, MLM
|
13F-HR |
2/14/2024, 12:00 PM |
Q3 2023 |
45 |
$529M |
+$63M |
-$82.3M |
-$19.3M |
NVDA, META, AMZN, MSFT, MLM
|
13F-HR |
11/14/2023, 12:00 PM |
Q2 2023 |
43 |
$573M |
+$36.2M |
-$62.8M |
-$26.6M |
NVDA, META, MSFT, AMZN, AAPL
|
13F-HR |
8/14/2023, 12:00 PM |
Q1 2023 |
47 |
$525M |
+$73M |
-$64M |
+$8.98M |
NVDA, MSFT, AAPL, WYNN, AMZN
|
13F-HR |
5/15/2023, 12:00 PM |
Q4 2022 |
49 |
$424M |
+$70.9M |
-$43.7M |
+$27.2M |
NVDA, WYNN, AAPL, MLM, AMZN
|
13F-HR |
2/14/2023, 12:00 PM |
Q3 2022 |
42 |
$404M |
+$85.8M |
-$41.2M |
+$44.6M |
TSLA, AMZN, DIS, AAPL, NVDA
|
13F-HR |
11/14/2022, 04:00 PM |
Q2 2022 |
45 |
$413M |
+$89.1M |
-$51M |
+$38.1M |
TSLA, NVDA, AMZN, AAPL, QCOM
|
13F-HR |
8/15/2022, 04:00 PM |
Q1 2022 |
41 |
$552M |
+$64M |
-$142M |
-$78.1M |
TSLA, NVDA, AMZN, AAPL, QCOM
|
13F-HR |
5/16/2022, 05:06 PM |
Q4 2021 |
43 |
$691M |
+$69.7M |
-$108M |
-$38.4M |
TSLA, NVDA, AMZN, AAPL, ZS
|
13F-HR |
2/14/2022, 01:43 PM |
Q3 2021 |
45 |
$666M |
+$113M |
-$95.9M |
+$17M |
TSLA, AMZN, NVDA, MS, MGM
|
13F-HR |
11/15/2021, 12:00 PM |
Q2 2021 |
40 |
$671M |
+$68.8M |
-$99M |
-$30.2M |
NVDA, AMZN, TSLA, DIS, MS
|
13F-HR |
8/16/2021, 12:00 PM |
Q1 2021 |
46 |
$630M |
+$161M |
-$145M |
+$15.9M |
AMZN, TSLA, NVDA, DIS, MS
|
13F-HR |
5/17/2021, 12:00 PM |
Q4 2020 |
53 |
$615M |
+$87.7M |
-$96.9M |
-$9.28M |
TSLA, AMZN, NVDA, DIS, AAPL
|
13F-HR |
2/16/2021, 12:00 PM |
Q3 2020 |
48 |
$499M |
+$123M |
-$66.9M |
+$56.1M |
TSLA, AMZN, NVDA, AAPL, MSFT
|
13F-HR |
11/16/2020, 02:00 PM |
Q2 2020 |
46 |
$413M |
+$65.6M |
-$70.6M |
-$5.02M |
TSLA, AMZN, NVDA, MSFT, AAPL
|
13F-HR |
8/14/2020, 12:00 PM |
Q1 2020 |
47 |
$307M |
+$77.6M |
-$71.9M |
+$5.7M |
AMZN, TSLA, NVDA, MSFT, GOOGL
|
13F-HR |
5/15/2020, 06:03 AM |
Q4 2019 |
50 |
$330M |
+$65.2M |
-$74.5M |
-$9.24M |
AMZN, MSFT, AAPL, TSLA, GOOGL
|
13F-HR |
2/14/2020, 12:06 PM |
Q3 2019 |
50 |
$305M |
+$51.2M |
-$63.4M |
-$12.2M |
AMZN, MSFT, GOOGL, AAPL, DIS
|
13F-HR |
11/14/2019, 03:54 PM |
Q2 2019 |
50 |
$327M |
+$48.2M |
-$68M |
-$19.8M |
AMZN, MSFT, PYPL, META, DIS
|
13F-HR |
8/14/2019, 11:29 AM |
Q1 2019 |
47 |
$334M |
+$69.9M |
-$69.1M |
+$807K |
AMZN, GOOGL, MSFT, NVDA, DELL
|
13F-HR |
5/13/2019, 12:36 PM |
Q4 2018 |
47 |
$284M |
+$63.1M |
-$54.4M |
+$8.71M |
AMZN, GOOGL, MSFT, VMW, DELL
|
13F-HR |
2/12/2019, 04:00 PM |
Q3 2018 |
46 |
$336M |
+$26M |
-$30.9M |
-$4.94M |
AMZN, NVDA, GOOGL, AAPL, MSFT
|
13F-HR |
11/13/2018, 04:00 PM |
Q2 2018 |
43 |
$323M |
+$26M |
-$39.4M |
-$13.4M |
AMZN, NVDA, GOOGL, MSFT, META
|
13F-HR |
8/14/2018, 04:00 PM |
Q1 2018 |
41 |
$313M |
+$45.3M |
-$65.8M |
-$20.5M |
AMZN, NVDA, GOOGL, AAPL, MSFT
|
13F-HR |
5/15/2018, 04:00 PM |
Q4 2017 |
42 |
$320M |
+$16.2M |
-$129M |
-$113M |
AMZN, NVDA, META, GOOGL, AAPL
|
13F-HR |
2/14/2018, 04:01 PM |
Q3 2017 |
47 |
$400M |
+$38.6M |
-$54.2M |
-$15.5M |
AMZN, META, NVDA, GOOGL, TOL
|
13F-HR |
11/14/2017, 04:02 PM |
Q2 2017 |
45 |
$388M |
+$50.4M |
-$89.6M |
-$39.1M |
AMZN, META, NVDA, GOOGL, TOL
|
13F-HR |
8/14/2017, 04:02 PM |
Q1 2017 |
47 |
$395M |
+$42.9M |
-$53.4M |
-$10.5M |
AMZN, META, GOOGL, LBRDA, AAPL
|
13F-HR |
5/15/2017, 04:04 PM |
Q4 2016 |
47 |
$369M |
+$62.1M |
-$61.4M |
+$686K |
AMZN, GOOGL, META, LBRDA, MLM
|
13F-HR |
2/14/2017, 04:03 PM |
Q3 2016 |
50 |
$368M |
+$62.2M |
-$64.2M |
-$1.98M |
AMZN, META, GOOGL, V, LBRDA
|
13F-HR |
11/15/2016, 09:38 AM |
Q2 2016 |
51 |
$339M |
+$60.4M |
-$59.4M |
+$1M |
AMZN, META, GOOGL, V, LEN
|
13F-HR |
8/15/2016, 04:01 PM |
Q1 2016 |
47 |
$339M |
+$50.6M |
-$76.6M |
-$25.9M |
META, AMZN, GOOGL, V, AAPL
|
13F-HR |
5/13/2016, 06:23 AM |
Q4 2015 |
52 |
$376M |
+$103M |
-$82.4M |
+$21M |
META, GOOGL, AMZN, AAPL, V
|
13F-HR |
2/12/2016, 05:01 PM |
Q3 2015 |
51 |
$343M |
+$59.8M |
-$74.5M |
-$14.7M |
META, GOOGL, AAPL, LEN, TOL
|
13F-HR |
11/13/2015, 05:00 PM |
Q2 2015 |
54 |
$383M |
+$62.2M |
-$56.6M |
+$5.57M |
AAPL, META, TOL, DIS, LEN
|
13F-HR |
8/14/2015, 04:06 PM |
Q1 2015 |
60 |
$379M |
+$73.8M |
-$80.3M |
-$6.5M |
AAPL, META, TOL, LEN, DIS
|
13F-HR |
5/15/2015, 04:01 PM |
Q4 2014 |
61 |
$372M |
+$67.1M |
-$77.2M |
-$10M |
AAPL, YHOO, META, TOL, LEN
|
13F-HR |
2/13/2015, 04:13 PM |
Q3 2014 |
59 |
$367M |
+$70.9M |
-$68.4M |
+$2.54M |
AAPL, META, YHOO, CHTR, TOL
|
13F-HR |
11/14/2014, 04:01 PM |
Q2 2014 |
58 |
$370M |
$0 |
$0 |
|
AAPL, EOG, TOL, CHTR, MGM
|
New Holdings |
11/14/2014, 04:01 PM |
Q2 2014 |
58 |
$370M |
+$126M |
-$56.7M |
+$69.2M |
AAPL, EOG, TOL, CHTR, MGM
|
13F-HR |
8/14/2014, 04:01 PM |
Q1 2014 |
53 |
$324M |
+$49.7M |
-$71.1M |
-$21.4M |
GOOGL, AAPL, TOL, MGM, EOG
|
13F-HR |
5/15/2014, 07:49 AM |
Q4 2013 |
71 |
$350M |
$0 |
$0 |
|
GOOGL, AAPL, TOL, MGM, CTRA
|
13F-HR |
2/14/2014, 04:15 PM |