Q3 2024 |
24 |
$126M |
+$18.4M |
-$27.2M |
-$8.78M |
NVDA, NFLX, META, TTD, LLY
|
13F-HR |
11/14/2024, 11:38 AM |
Q2 2024 |
23 |
$127M |
+$31.5M |
-$42.8M |
-$11.3M |
NVDA, NFLX, META, LLY, TTD
|
13F-HR |
8/14/2024, 10:18 AM |
Q1 2024 |
34 |
$143M |
+$36.1M |
-$52.9M |
-$16.8M |
NVDA, NFLX, ASML, META, LLY
|
13F-HR |
5/15/2024, 12:28 PM |
Q4 2023 |
27 |
$129M |
+$20.1M |
-$25M |
-$4.89M |
NVDA, ASML, NFLX, MSFT, META
|
13F-HR |
2/14/2024, 09:57 AM |
Q3 2023 |
26 |
$123M |
+$19.5M |
-$27.8M |
-$8.23M |
NVDA, TTD, ASML, ON, NFLX
|
13F-HR |
11/14/2023, 10:51 AM |
Q2 2023 |
30 |
$135M |
+$45.8M |
-$48.8M |
-$2.92M |
NVDA, ASML, TTD, NFLX, ON
|
13F-HR |
8/14/2023, 09:49 AM |
Q1 2023 |
31 |
$119M |
+$27.3M |
-$40.3M |
-$13M |
NVDA, ASML, ON, TTD, AZO
|
13F-HR |
5/15/2023, 10:43 AM |
Q4 2022 |
39 |
$115M |
+$36.8M |
-$16.5M |
+$20.3M |
ASML, NVDA, ON, AZO, NFLX
|
13F-HR |
2/14/2023, 10:31 AM |
Q3 2022 |
31 |
$91.3M |
+$22.1M |
-$36.8M |
-$14.7M |
ON, ASML, NVDA, TTD, TEAM
|
13F-HR |
11/14/2022, 07:20 AM |
Q2 2022 |
27 |
$106M |
+$43.8M |
-$62.1M |
-$18.3M |
NVDA, ASML, ON, AZO, LYV
|
13F-HR |
8/15/2022, 01:46 PM |
Q1 2022 |
25 |
$158M |
+$43.3M |
-$57.4M |
-$14M |
NVDA, TTD, ASML, ZNGA, ON
|
13F-HR |
5/16/2022, 10:30 AM |
Q4 2021 |
27 |
$186M |
+$29.1M |
-$40.5M |
-$11.3M |
NVDA, TTD, ASML, SHOP, TEAM
|
13F-HR |
2/14/2022, 11:52 AM |
Q3 2021 |
30 |
$185M |
+$52.1M |
-$47.8M |
+$4.29M |
NVDA, ASML, TTD, SHOP, TEAM
|
13F-HR |
11/15/2021, 12:30 PM |
Q2 2021 |
31 |
$196M |
+$37.7M |
-$36.1M |
+$1.51M |
NVDA, TTD, SHOP, ASML, CVNA
|
13F-HR |
8/16/2021, 09:19 AM |
Q1 2021 |
34 |
$180M |
+$31M |
-$26.5M |
+$4.5M |
NVDA, TTD, ASML, SHOP, CVNA
|
13F-HR |
5/17/2021, 10:44 AM |
Q4 2020 |
28 |
$171M |
+$18M |
-$43.1M |
-$25.1M |
NVDA, TTD, OKTA, SHOP, ASML
|
13F-HR |
2/16/2021, 12:56 PM |
Q3 2020 |
29 |
$175M |
+$32.4M |
-$25.8M |
+$6.61M |
NVDA, TTD, AMZN, LULU, SHOP
|
13F-HR |
11/16/2020, 12:37 PM |
Q2 2020 |
31 |
$156M |
+$37.9M |
-$24.4M |
+$13.6M |
NVDA, SHOP, AMZN, OKTA, MSFT
|
13F-HR |
8/14/2020, 08:22 AM |
Q1 2020 |
30 |
$107M |
+$16.6M |
-$47.1M |
-$30.5M |
MSFT, NVDA, NFLX, AMZN, LULU
|
13F-HR |
5/15/2020, 04:27 PM |
Q4 2019 |
48 |
$142M |
+$22.3M |
-$32.7M |
-$10.4M |
MSFT, NVDA, LULU, RETA, ASML
|
13F-HR |
2/14/2020, 03:50 PM |
Q3 2019 |
51 |
$130M |
+$24.3M |
-$34.7M |
-$10.4M |
MSFT, LULU, AMZN, MCD, ASML
|
13F-HR |
11/14/2019, 04:27 PM |
Q2 2019 |
54 |
$145M |
+$29.9M |
-$34.2M |
-$4.37M |
MSFT, LULU, NFLX, OKTA, TTD
|
13F-HR |
8/14/2019, 03:37 PM |
Q1 2019 |
56 |
$140M |
+$20.3M |
-$17.2M |
+$3.1M |
MSFT, LULU, NFLX, NEWR, NVDA
|
13F-HR |
5/15/2019, 04:30 PM |
Q4 2018 |
58 |
$112M |
+$38.8M |
-$57.5M |
-$18.7M |
MSFT, LULU, NEWR, NFLX, AMZN
|
13F-HR |
2/14/2019, 04:25 PM |
Q3 2018 |
55 |
$152M |
+$42M |
-$47.2M |
-$5.23M |
NVDA, SQ, MSFT, LULU, NFLX
|
13F-HR |
11/14/2018, 03:51 PM |
Q2 2018 |
54 |
$141M |
+$32.4M |
-$36.1M |
-$3.7M |
NFLX, NEWR, NVDA, MSFT, AMZN
|
13F-HR |
8/14/2018, 04:12 PM |
Q1 2018 |
54 |
$131M |
+$38.8M |
-$38.9M |
-$31.6K |
NFLX, MSFT, NVDA, NEWR, XPO
|
13F-HR |
5/15/2018, 04:15 PM |
Q4 2017 |
55 |
$123M |
+$33.3M |
-$23.1M |
+$10.2M |
TTWO, NVDA, WYNN, MSFT, XPO
|
13F-HR |
2/14/2018, 03:32 PM |
Q3 2017 |
44 |
$109M |
+$31M |
-$32.8M |
-$1.8M |
CZR, NVDA, TTWO, AMAT, V
|
13F-HR |
11/14/2017, 02:20 PM |
Q2 2017 |
49 |
$101M |
+$23M |
-$42M |
-$18.9M |
CZR, TSLA, NVDA, WYNN, MGM
|
13F-HR |
8/14/2017, 07:19 AM |
Q1 2017 |
50 |
$113M |
+$40.4M |
-$38.1M |
+$2.3M |
CZR, V, MSFT, KRE, ON
|
13F-HR |
5/15/2017, 09:48 AM |
Q4 2016 |
49 |
$105M |
+$51.5M |
-$64.9M |
-$13.4M |
KRE, CELG, UNH, IBM, V
|
13F-HR |
1/19/2017, 09:59 AM |
Q3 2016 |
40 |
$114M |
+$64.8M |
-$53.5M |
+$11.3M |
AMZN, ATVI, V, AMAT, INTC
|
13F-HR |
10/12/2016, 02:42 PM |
Q2 2016 |
48 |
$98.2M |
+$57M |
-$69M |
-$12M |
UNH, META, AMZN, V, CELG
|
13F-HR |
7/21/2016, 12:03 PM |
Q1 2016 |
49 |
$110M |
+$62.8M |
-$61.8M |
+$1.08M |
FCH, GILD, HD, TROV, META
|
13F-HR |
4/27/2016, 10:57 AM |
Q4 2015 |
33 |
$110M |
+$49.9M |
-$52.7M |
-$2.72M |
META, GILD, FCH, V, AAPL
|
13F-HR |
1/22/2016, 10:17 AM |
Q3 2015 |
35 |
$108M |
+$27.6M |
-$66.8M |
-$39.2M |
META, GILD, JPM, AAPL, FCH
|
13F-HR |
11/10/2015, 01:09 PM |
Q2 2015 |
43 |
$159M |
+$63.8M |
-$49.8M |
+$13.9M |
GILD, META, JPM, TROV, FCH
|
13F-HR |
8/3/2015, 02:02 PM |
Q1 2015 |
44 |
$140M |
+$54.8M |
-$78.9M |
-$24.1M |
GILD, FCH, META, PODD, NXPI
|
13F-HR |
5/11/2015, 01:15 PM |
Q4 2014 |
42 |
$163M |
+$60.9M |
-$29.5M |
+$31.3M |
PODD, XRT, FCH, AAPL, TEVA
|
13F-HR |
2/4/2015, 11:47 AM |
Q3 2014 |
32 |
$123M |
+$48.4M |
-$57.9M |
-$9.49M |
PODD, META, FCH, NXPI, GOOG
|
13F-HR |
11/4/2014, 01:50 PM |
Q2 2014 |
34 |
$134M |
+$62M |
-$79M |
-$17M |
PODD, FCH, AAL, MGM, META
|
13F-HR |
7/30/2014, 04:59 PM |
Q1 2014 |
39 |
$147M |
+$65.6M |
-$68.8M |
-$3.14M |
PODD, FCH, MGM, MSFT, MTG
|
13F-HR |
5/8/2014, 11:51 AM |
Q4 2013 |
38 |
$142M |
$0 |
$0 |
|
PODD, FCH, AAPL, GILD, MGM
|
13F-HR |
2/3/2014, 05:37 PM |