| Q3 2018 |
1 |
$134K |
$0 |
$0 |
|
MARK
|
13F-HR |
11/14/2018, 05:48 PM |
| Q2 2018 |
1 |
$164K |
$0 |
$0 |
|
MARK
|
13F-HR |
8/14/2018, 09:41 AM |
| Q1 2018 |
1 |
$239K |
$0 |
-$871K |
-$871K |
MARK
|
13F-HR |
5/10/2018, 02:31 PM |
| Q4 2017 |
21 |
$1.28M |
+$6K |
-$22M |
-$22M |
MARK, AAPL, PYPL, MSFT, AMZN
|
13F-HR |
2/2/2018, 08:16 AM |
| Q3 2017 |
84 |
$22.1M |
+$6.99M |
-$140M |
-$133M |
AAPL, MSFT, AMZN, GOOGL, ISRG
|
13F-HR |
11/8/2017, 10:36 AM |
| Q2 2017 |
236 |
$152M |
+$76.4M |
-$84.2M |
-$7.82M |
FI, CBOE, NOW, EQIX, GPN
|
13F-HR |
8/4/2017, 10:29 AM |
| Q1 2017 |
213 |
$154M |
+$43.2M |
-$158M |
-$115M |
IDXX, NVDA, FI, MAR, CAVM
|
13F-HR |
5/11/2017, 03:38 PM |
| Q4 2016 |
257 |
$248M |
+$122M |
-$161M |
-$38.8M |
SHOP, CAVM, EW, URI, ROST
|
13F-HR |
2/8/2017, 04:02 PM |
| Q3 2016 |
179 |
$302M |
+$102M |
-$144M |
-$41.1M |
ACHN, CAVM, SHOP, MPWR, NXPI
|
13F-HR |
11/10/2016, 06:12 PM |
| Q2 2016 |
198 |
$319M |
+$86.9M |
-$153M |
-$66.3M |
ISRG, SHOP, LGND, ACHN, AVGO
|
13F-HR |
8/5/2016, 02:31 PM |
| Q1 2016 |
207 |
$369M |
+$174M |
-$259M |
-$85.2M |
ISRG, PRTA, STZ, ACHN, LGND
|
13F-HR |
5/13/2016, 03:51 PM |
| Q4 2015 |
214 |
$483M |
+$181M |
-$222M |
-$40.9M |
PRTA, HUBS, ACHN, PFE, HZNP
|
13F-HR |
2/9/2016, 05:05 PM |
| Q3 2015 |
238 |
$494M |
+$212M |
-$213M |
-$962K |
HZNP, NXPI, MNST, CAVM, PRTA
|
13F-HR |
11/12/2015, 08:53 AM |
| Q2 2015 |
241 |
$547M |
+$204M |
-$242M |
-$37.6M |
HZNP, NXPI, PRTA, AVGO, AGN
|
13F-HR |
8/11/2015, 09:40 PM |
| Q1 2015 |
402 |
$556M |
+$123M |
-$462M |
-$340M |
HZNP, CAVM, PRTA, NXPI, AVGO
|
13F-HR |
5/11/2015, 09:16 PM |
| Q4 2014 |
485 |
$842M |
+$123M |
-$1.04B |
-$922M |
NXPI, CAVM, AVGO, BFH, WWAV
|
13F-HR |
2/11/2015, 09:39 PM |
| Q3 2014 |
507 |
$1.67B |
+$354M |
-$914M |
-$560M |
NXPI, CAVM, AAPL, AVGO, ALXN
|
13F-HR |
11/7/2014, 08:22 AM |
| Q2 2014 |
543 |
$2.26B |
+$445M |
-$1.94B |
-$1.49B |
AAPL, CAVM, NOW, CBST, META
|
13F-HR |
8/11/2014, 04:51 PM |
| Q1 2014 |
632 |
$3.76B |
+$709M |
-$2.58B |
-$1.88B |
AAPL, AVGO, GOOGL, META, CAVM
|
13F-HR |
5/9/2014, 08:41 PM |
| Q4 2013 |
581 |
$5.6B |
$0 |
$0 |
|
AAPL, ICE, AWAY, P103PS, NOW
|
13F-HR |
2/12/2014, 09:44 PM |