Q3 2024 |
61 |
$929M |
+$172M |
-$133M |
+$39.2M |
MSFT, AMZN, TLN, NVDA, DHR
|
13F-HR |
10/15/2024, 10:09 AM |
Q2 2024 |
51 |
$862M |
+$113M |
-$142M |
-$29.3M |
MSFT, AMZN, AER, NVDA, DHR
|
13F-HR |
7/17/2024, 03:47 PM |
Q1 2024 |
47 |
$898M |
+$117M |
-$168M |
-$51M |
MSFT, AMZN, AER, FERG, DHR
|
13F-HR |
4/19/2024, 03:41 PM |
Q4 2023 |
42 |
$859M |
+$38.3M |
-$70.7M |
-$32.4M |
MSFT, AMZN, FERG, AER, IQV
|
13F-HR |
1/17/2024, 10:45 AM |
Q3 2023 |
41 |
$777M |
+$33.6M |
-$70.5M |
-$36.9M |
PGR, MSFT, AMZN, DHR, FERG
|
13F-HR |
10/13/2023, 06:40 AM |
Q2 2023 |
40 |
$847M |
+$46.2M |
-$89.3M |
-$43.2M |
IQV, MSFT, AMZN, PGR, MLM
|
13F-HR |
7/13/2023, 03:40 PM |
Q1 2023 |
39 |
$802M |
+$166M |
-$227M |
-$61M |
PANW, PGR, IQV, DHR, AER
|
13F-HR |
4/18/2023, 11:18 AM |
Q4 2022 |
40 |
$791M |
+$95.5M |
-$108M |
-$12.8M |
AER, HALO, DHR, IQV, MSFT
|
13F-HR |
1/31/2023, 05:45 PM |
Q3 2022 |
36 |
$782M |
+$171M |
-$114M |
+$56.3M |
WFC, DHR, PANW, MSFT, AER
|
13F-HR |
10/14/2022, 02:06 PM |
Q2 2022 |
39 |
$875M |
+$116M |
-$134M |
-$18.6M |
HALO, WFC, MSFT, IQV, DHR
|
13F-HR |
7/27/2022, 04:31 PM |
Q1 2022 |
54 |
$1.14B |
+$123M |
-$116M |
+$7.08M |
WFC, MSFT, PANW, AMZN, HALO
|
13F-HR |
4/28/2022, 01:31 PM |
Q4 2021 |
50 |
$1.25B |
+$76.5M |
-$93.7M |
-$17.2M |
WFC, MSFT, PANW, AER, IQV
|
13F-HR |
1/25/2022, 01:20 PM |
Q3 2021 |
46 |
$1.19B |
+$101M |
-$122M |
-$21.6M |
WFC, MSFT, PANW, CRM, AER
|
13F-HR |
10/18/2021, 10:10 AM |
Q2 2021 |
45 |
$1.21B |
+$113M |
-$115M |
-$2.17M |
WFC, MSFT, APTV, HALO, AMZN
|
13F-HR |
7/16/2021, 02:33 PM |
Q1 2021 |
46 |
$1.12B |
+$264M |
-$267M |
-$3.27M |
WFC, LUV, IQV, DHR, MSFT
|
13F-HR |
4/26/2021, 10:44 AM |
Q4 2020 |
54 |
$1.08B |
+$110M |
-$97.7M |
+$12M |
DHR, PANW, IQV, WFC, MSFT
|
13F-HR |
1/26/2021, 12:39 PM |
Q3 2020 |
65 |
$929M |
+$153M |
-$200M |
-$46.3M |
DHR, CLVT, IQV, MSFT, CRM
|
13F-HR |
11/9/2020, 01:51 PM |
Q2 2020 |
63 |
$864M |
+$255M |
-$217M |
+$38.5M |
IQV, DHR, MSFT, V, MLM
|
13F-HR |
8/12/2020, 10:38 AM |
Q1 2020 |
63 |
$686M |
+$147M |
-$162M |
-$14.5M |
IQV, DHR, KEYS, CLVT, V
|
13F-HR |
5/13/2020, 04:31 PM |
Q4 2019 |
67 |
$864M |
+$85.6M |
-$83.7M |
+$1.95M |
IQV, KEYS, EQIX, L100PS, V
|
13F-HR |
2/14/2020, 12:59 PM |
Q3 2019 |
59 |
$809M |
+$133M |
-$141M |
-$8.05M |
IQV, KEYS, EQIX, GOOGL, V
|
13F-HR |
11/13/2019, 04:07 PM |
Q2 2019 |
61 |
$803M |
+$229M |
-$56.4M |
+$173M |
IQV, V, KEYS, EQIX, FDC
|
13F-HR |
8/12/2019, 11:30 AM |
Q1 2019 |
35 |
$590M |
+$45M |
-$159M |
-$114M |
IQV, GOOGL, V, FDC, EQIX
|
13F-HR |
5/15/2019, 12:12 PM |
Q4 2018 |
42 |
$576M |
+$78.1M |
-$166M |
-$88.4M |
GOOGL, IQV, V, KEYS, ADSK
|
13F-HR |
2/14/2019, 04:14 PM |
Q3 2018 |
36 |
$807M |
+$104M |
-$109M |
-$5.61M |
GOOGL, XPO, IQV, ADSK, V
|
13F-HR |
11/14/2018, 04:19 PM |
Q2 2018 |
35 |
$746M |
+$35.8M |
-$75.9M |
-$40.2M |
GOOGL, XPO, ADSK, KEYS, V
|
13F-HR |
8/9/2018, 09:12 AM |
Q1 2018 |
34 |
$770M |
+$106M |
-$397M |
-$292M |
XPO, ADSK, GOOGL, V, IQV
|
13F-HR |
5/9/2018, 09:22 AM |
Q4 2017 |
49 |
$1.05B |
+$146M |
-$257M |
-$110M |
V, GOOGL, META, XPO, ADSK
|
13F-HR |
2/14/2018, 06:14 PM |
Q3 2017 |
44 |
$1.12B |
+$52.6M |
-$90.7M |
-$38.1M |
V, GOOGL, META, ADSK, Q
|
13F-HR |
11/13/2017, 08:41 PM |
Q2 2017 |
43 |
$1.11B |
+$142M |
-$341M |
-$199M |
V, GOOGL, DHR, META, ADSK
|
13F-HR |
8/11/2017, 05:58 PM |
Q1 2017 |
41 |
$1.24B |
+$48.9M |
-$537M |
-$488M |
META, V, GOOGL, DHR, ADSK
|
13F-HR |
5/15/2017, 02:00 PM |
Q4 2016 |
48 |
$1.63B |
+$206M |
-$999M |
-$793M |
GOOGL, META, CELG, ADSK, HOLX
|
13F-HR |
2/14/2017, 01:55 PM |
Q3 2016 |
44 |
$2.44B |
+$73.1M |
-$706M |
-$633M |
GOOGL, META, IMS, ADSK, NLSN
|
13F-HR |
11/10/2016, 04:58 PM |
Q2 2016 |
45 |
$2.95B |
+$537M |
-$784M |
-$248M |
GOOGL, META, DG, NLSN, HOLX
|
13F-HR |
8/15/2016, 03:59 PM |
Q1 2016 |
42 |
$3.3B |
+$426M |
-$887M |
-$460M |
WYNN, GOOGL, META, ADSK, IMS
|
13F-HR |
5/13/2016, 04:48 PM |
Q4 2015 |
107 |
$3.73B |
+$1.12B |
-$1.66B |
-$547M |
GOOGL, META, ADSK, VIPS, CELG
|
13F-HR |
2/11/2016, 03:01 PM |
Q3 2015 |
102 |
$4.1B |
+$885M |
-$729M |
+$156M |
GOOGL, META, WAB, TW, SWK
|
13F-HR |
11/16/2015, 08:07 PM |
Q2 2015 |
95 |
$4.25B |
+$519M |
-$845M |
-$326M |
AME, TW, SWK, WAB, AON
|
13F-HR |
7/29/2015, 12:11 PM |
Q1 2015 |
96 |
$4.61B |
+$454M |
-$1.19B |
-$740M |
AME, TW, WAB, CELG, AON
|
13F-HR |
4/27/2015, 12:43 PM |
Q4 2014 |
98 |
$5.23B |
+$155M |
-$528M |
-$373M |
AME, WYNN, HSP, CELG, SWK
|
13F-HR |
1/28/2015, 02:51 PM |
Q3 2014 |
96 |
$5.3B |
+$423M |
-$658M |
-$235M |
WYNN, AME, SNI, SWK, HSP
|
13F-HR |
10/30/2014, 12:01 PM |
Q2 2014 |
100 |
$5.72B |
+$414M |
-$644M |
-$230M |
SWK, WYNN, AME, HSP, SNI
|
13F-HR |
7/29/2014, 11:59 AM |
Q1 2014 |
108 |
$5.74B |
+$499M |
-$397M |
+$102M |
SWK, WYNN, AME, HOT, SNI
|
13F-HR |
4/23/2014, 11:42 AM |
Q4 2013 |
106 |
$5.75B |
$0 |
$0 |
|
AME, SWK, WYNN, HOT, SNI
|
13F-HR |
1/9/2014, 01:46 PM |