| Q2 2024 |
64 |
$359M |
+$146M |
-$103M |
+$43.5M |
NVDA, CATC, AIRC, MSFT, AAPL
|
13F-HR |
8/12/2024, 12:27 PM |
| Q1 2024 |
62 |
$333M |
+$79.9M |
-$59.4M |
+$20.4M |
NVDA, CSTR, PXD, MA, MSFT
|
13F-HR |
5/13/2024, 03:29 PM |
| Q4 2023 |
52 |
$287M |
+$71.6M |
-$86M |
-$14.4M |
NVDA, BA, PXD, MA, AAPL
|
13F-HR |
2/13/2024, 12:00 PM |
| Q3 2023 |
68 |
$274M |
+$58.6M |
-$51.3M |
+$7.25M |
HZNP, NVDA, MA, ROG, AAPL
|
13F-HR |
11/13/2023, 02:05 PM |
| Q2 2023 |
70 |
$273M |
+$56.4M |
-$88.1M |
-$31.7M |
ROG, NVDA, AAPL, MA, BA
|
Restatement |
11/8/2023, 02:52 PM |
| Q1 2023 |
73 |
$283M |
+$84.9M |
-$108M |
-$23.1M |
APEN, ROG, MA, AAPL, BA
|
13F-HR |
5/12/2023, 11:22 AM |
| Q4 2022 |
68 |
$282M |
+$71.4M |
-$223M |
-$152M |
UMPQ, MA, AAPL, SWIR, BAC
|
13F-HR |
2/10/2023, 01:35 PM |
| Q3 2022 |
69 |
$434M |
+$194M |
-$215M |
-$21.3M |
Y, DRE, ROG, SWIR, SHLX
|
13F-HR |
11/14/2022, 11:04 AM |
| Q2 2022 |
75 |
$474M |
+$199M |
-$188M |
+$11.1M |
WBT, Y, ROG, VG, POLY
|
13F-HR |
8/10/2022, 02:44 PM |
| Q1 2022 |
73 |
$535M |
+$247M |
-$206M |
+$40.9M |
PBCT, WBT, VG, ROG, VRS
|
Restatement |
8/10/2022, 02:40 PM |
| Q4 2021 |
67 |
$517M |
+$122M |
-$279M |
-$157M |
GSKY, FMBI, INFO, STL, AAPL
|
13F-HR |
2/9/2022, 03:28 PM |
| Q3 2021 |
87 |
$647M |
+$262M |
-$214M |
+$47.7M |
CADE, NUAN, INFO, CLDR, CAI
|
13F-HR |
11/15/2021, 01:22 PM |
| Q2 2021 |
78 |
$607M |
+$248M |
-$229M |
+$19.2M |
ALXN, MXIM, PRAH, PFPT, INFO
|
13F-HR |
8/16/2021, 12:04 PM |
| Q1 2021 |
83 |
$556M |
+$227M |
-$104M |
+$123M |
HMSY, RP, VAR, PRSP, IPHI
|
13F-HR |
5/14/2021, 02:07 PM |
| Q4 2020 |
66 |
$429M |
+$105M |
-$256M |
-$151M |
TIF, VAR, BMCH, WPX, AMZN
|
13F-HR |
2/16/2021, 11:40 AM |
| Q3 2020 |
78 |
$551M |
+$171M |
-$148M |
+$22.6M |
WMGI, ACIA, MNTA, TIF, IMMU
|
13F-HR |
11/9/2020, 05:30 PM |
| Q2 2020 |
67 |
$516M |
+$103M |
-$237M |
-$134M |
EE, ACIA, IBKC, WMGI, MLNX
|
13F-HR |
8/14/2020, 11:05 AM |
| Q1 2020 |
76 |
$603M |
+$311M |
-$388M |
-$76.6M |
AGN, WBC, FTSV, EE, MLNX
|
13F-HR |
5/15/2020, 10:46 AM |
| Q4 2019 |
77 |
$734M |
+$368M |
-$345M |
+$23.8M |
WCG, CISN, ZAYO, MDCO, BOLD
|
13F-HR |
2/14/2020, 11:12 AM |
| Q3 2019 |
79 |
$667M |
+$271M |
-$414M |
-$143M |
CELG, MDSO, VSM, ZAYO, WCG
|
13F-HR |
11/14/2019, 11:40 AM |
| Q2 2019 |
81 |
$814M |
+$445M |
-$427M |
+$18.1M |
TRCO, RHT, LABL, ONCE, CELG
|
13F-HR |
8/14/2019, 11:12 AM |
| Q1 2019 |
71 |
$789M |
+$413M |
-$762M |
-$348M |
NAVG, ARRS, IDTI, ULTI, TVPT
|
13F-HR |
5/15/2019, 11:20 AM |
| Q4 2018 |
67 |
$1.1B |
+$871M |
-$958M |
-$87.1M |
ORBK, VLP, IMPV, ESL, DNB
|
13F-HR |
2/14/2019, 11:13 AM |
| Q3 2018 |
68 |
$1.28B |
+$641M |
-$660M |
-$18.6M |
PNK, FCEA, GPT, COL, KLXI
|
13F-HR |
11/14/2018, 11:14 AM |
| Q2 2018 |
74 |
$1.31B |
+$666M |
-$656M |
+$10.3M |
CAVM, NXPI, VR, PNK, RSPP
|
13F-HR |
8/13/2018, 03:30 PM |
| Q1 2018 |
89 |
$1.29B |
+$843M |
-$689M |
+$153M |
HAWK, NXPI, DYN, BGC, VR
|
13F-HR |
5/15/2018, 11:08 AM |
| Q4 2017 |
90 |
$1.18B |
+$810M |
-$1.21B |
-$403M |
AKRXQ, AAAP, CPN, BWLD, BDX
|
13F-HR |
2/14/2018, 12:37 PM |
| Q3 2017 |
102 |
$1.57B |
+$821M |
-$767M |
+$53.2M |
PRXL, ALR, KITE, LVLT, BCR
|
13F-HR |
11/14/2017, 11:24 AM |
| Q2 2017 |
115 |
$1.51B |
+$1.1B |
-$886M |
+$217M |
KATE, MBBYF, BCR, ALR, PNRA
|
13F-HR |
8/14/2017, 03:08 PM |
| Q1 2017 |
93 |
$1.28B |
+$730M |
-$760M |
-$29.2M |
CEB, WWAV, CST, CHMT, JOY
|
13F-HR |
5/15/2017, 12:20 PM |
| Q4 2016 |
104 |
$1.29B |
+$807M |
-$768M |
+$39.3M |
STJ, WWAV, ENH, LLTC, HAR
|
13F-HR |
2/14/2017, 10:19 AM |
| Q3 2016 |
110 |
$1.24B |
+$878M |
-$603M |
+$275M |
AVGTF, SAAS, MDVN, STJ, WWAV
|
13F-HR |
11/14/2016, 02:11 PM |
| Q2 2016 |
112 |
$951M |
+$752M |
-$310M |
+$442M |
DWRE, CPGX, SAAS, DWA, EXAM
|
13F-HR |
8/15/2016, 01:42 PM |
| Q1 2016 |
69 |
$510M |
+$279M |
-$404M |
-$125M |
HPY, YOKU, CAM, ARG, NTLS
|
13F-HR |
5/12/2016, 04:11 PM |
| Q4 2015 |
90 |
$636M |
+$325M |
-$411M |
-$86.3M |
SFG, SYA, PMCS, PCP, BDBD
|
13F-HR |
2/16/2016, 11:58 AM |
| Q3 2015 |
92 |
$707M |
+$485M |
-$430M |
+$55.2M |
SIAL, KYTH, MRGE, HCC, SFG
|
13F-HR |
11/16/2015, 12:38 PM |
| Q2 2015 |
102 |
$661M |
+$399M |
-$220M |
+$179M |
SIAL, HBOS, BBNK, RALY, ANN
|
Restatement |
11/16/2015, 03:48 PM |
| Q1 2015 |
92 |
$477M |
+$277M |
-$304M |
-$26.5M |
AVIV, TRW, SIAL, RVBD, BKYF
|
13F-HR |
5/14/2015, 03:53 PM |
| Q4 2014 |
90 |
$496M |
+$260M |
-$277M |
-$17.3M |
TQNT, PL, ROC, IRF, CFN
|
13F-HR |
2/12/2015, 11:41 AM |
| Q3 2014 |
106 |
$500M |
+$264M |
-$124M |
+$140M |
TQNT, PL, CXBT, T104SC, PSMI
|
13F-HR |
11/14/2014, 10:46 AM |
| Q2 2014 |
90 |
$361M |
+$181M |
-$131M |
+$50.5M |
FRX, 3106SC, PL, ESC, CXBT
|
13F-HR |
8/14/2014, 09:45 AM |
| Q1 2014 |
87 |
$317M |
+$140M |
-$113M |
+$26.8M |
BEAM, CSE, LSI, XRTX, JNY
|
13F-HR |
5/14/2014, 09:40 AM |
| Q4 2013 |
84 |
$297M |
$0 |
$0 |
|
SNTS, LIFE, AAPL, BCSB, HUM
|
13F-HR |
2/14/2014, 09:51 AM |