Q3 2024 |
69 |
$5.29B |
+$723M |
-$868M |
-$145M |
SMCI, PLXS, PSTG, GRMN, ANET
|
13F-HR |
11/14/2024, 05:47 PM |
Q2 2024 |
66 |
$5.31B |
+$207M |
-$74.6M |
+$132M |
SMCI, PSTG, GRMN, PLXS, ANET
|
13F-HR |
8/15/2024, 02:45 PM |
Q1 2024 |
68 |
$5.48B |
+$481M |
-$1.76B |
-$1.28B |
SMCI, PSTG, SWN, ALGN, GRMN
|
13F-HR |
5/15/2024, 05:29 PM |
Q4 2023 |
63 |
$4.58B |
+$128M |
-$174M |
-$46.1M |
SMCI, PLXS, PSTG, SWN, ALGN
|
13F-HR |
2/14/2024, 09:25 AM |
Q3 2023 |
65 |
$4.2B |
+$49.4M |
-$106M |
-$56.2M |
SMCI, PSTG, PLXS, SWN, POWI
|
13F-HR |
11/14/2023, 06:16 PM |
Q2 2023 |
64 |
$4.43B |
+$22M |
-$359M |
-$337M |
SMCI, PSTG, PLXS, POWI, SWN
|
13F-HR |
8/14/2023, 02:44 PM |
Q1 2023 |
67 |
$3.9B |
+$67.2M |
-$520M |
-$453M |
SMCI, PLXS, POWI, ALGN, MCHP
|
13F-HR |
5/15/2023, 03:30 PM |
Q4 2022 |
69 |
$3.9B |
+$41M |
-$51.9M |
-$10.9M |
SMCI, PLXS, SWN, POWI, MCHP
|
13F-HR |
2/14/2023, 03:14 PM |
Q3 2022 |
72 |
$3.6B |
+$166M |
-$170M |
-$4.1M |
SMCI, PLXS, SWN, POWI, CTRA
|
13F-HR |
11/15/2022, 04:32 PM |
Q2 2022 |
75 |
$3.72B |
+$205M |
-$207M |
-$1.61M |
SMCI, PLXS, SWN, AKAM, CTRA
|
13F-HR |
8/15/2022, 03:03 PM |
Q1 2022 |
96 |
$4.61B |
+$187M |
-$88M |
+$99.2M |
SWN, AKAM, PLXS, ALGN, PSTG
|
13F-HR |
5/16/2022, 10:19 AM |
Q4 2021 |
101 |
$4.97B |
+$374M |
-$284M |
+$90.4M |
ALGN, INTU, PLXS, SMCI, AKAM
|
13F-HR |
2/14/2022, 03:45 PM |
Q3 2021 |
79 |
$5.04B |
+$132M |
-$313M |
-$181M |
ALGN, GRMN, PLXS, SNBR, INTU
|
13F-HR |
11/15/2021, 04:22 PM |
Q2 2021 |
83 |
$5.24B |
+$319M |
-$128M |
+$191M |
ALGN, SNBR, PLXS, GRMN, INTU
|
13F-HR |
8/16/2021, 05:09 PM |
Q1 2021 |
80 |
$4.93B |
+$186M |
-$960M |
-$774M |
SNBR, ALGN, STMP, GRMN, GNTX
|
13F-HR |
5/17/2021, 04:15 PM |
Q4 2020 |
83 |
$5.18B |
+$434M |
-$677M |
-$243M |
ALGN, SNBR, STMP, SFIX, POWI
|
13F-HR |
2/16/2021, 04:48 PM |
Q3 2020 |
78 |
$4.27B |
+$203M |
-$191M |
+$12.2M |
STMP, ALGN, TJX, INTU, ISRG
|
13F-HR |
11/16/2020, 04:29 PM |
Q2 2020 |
80 |
$4.13B |
+$71.2M |
-$1.6B |
-$1.53B |
ALGN, STMP, TJX, ADSK, INTU
|
13F-HR |
8/14/2020, 11:28 AM |
Q1 2020 |
84 |
$4.38B |
+$277M |
-$407M |
-$131M |
TJX, STMP, UI, OTEX, ALGN
|
13F-HR |
5/15/2020, 09:30 AM |
Q4 2019 |
86 |
$6.07B |
+$301M |
-$171M |
+$131M |
TJX, ALGN, UI, INTU, PLXS
|
13F-HR |
2/14/2020, 02:31 PM |
Q3 2019 |
87 |
$5.4B |
+$529M |
-$453M |
+$75.4M |
EW, TJX, INTU, OTEX, MIDD
|
13F-HR |
11/15/2019, 09:30 AM |
Q2 2019 |
88 |
$5.37B |
+$84.9M |
-$342M |
-$257M |
EW, ALGN, INTU, TJX, MIDD
|
13F-HR |
8/14/2019, 04:07 PM |
Q1 2019 |
88 |
$5.7B |
+$111M |
-$216M |
-$106M |
EW, ALGN, INTU, TJX, UBNT
|
13F-HR |
5/14/2019, 12:15 PM |
Q4 2018 |
89 |
$4.85B |
+$294M |
-$171M |
+$122M |
EW, TJX, INTU, ALGN, ISRG
|
13F-HR |
2/13/2019, 11:15 AM |
Q3 2018 |
87 |
$5.97B |
+$205M |
-$55.3M |
+$150M |
ALGN, EW, TJX, INTU, ISRG
|
13F-HR |
11/16/2018, 10:35 AM |
Q2 2018 |
85 |
$5.42B |
+$124M |
-$121M |
+$3.04M |
ALGN, EW, INTU, TJX, OTEX
|
13F-HR |
8/15/2018, 03:35 PM |
Q1 2018 |
85 |
$5.09B |
+$51.9M |
-$159M |
-$107M |
EW, ALGN, INTU, MIDD, TJX
|
13F-HR |
5/17/2018, 03:31 PM |
Q4 2017 |
88 |
$4.98B |
+$229M |
-$139M |
+$90.4M |
EW, ALGN, MIDD, OTEX, INTU
|
13F-HR |
2/15/2018, 02:33 PM |
Q3 2017 |
88 |
$4.77B |
+$218M |
-$396M |
-$177M |
EW, MIDD, ALGN, OTEX, TJX
|
13F-HR |
11/14/2017, 04:50 PM |
Q2 2017 |
86 |
$4.68B |
+$289M |
-$307M |
-$18M |
EW, MIDD, OTEX, TJX, INTU
|
13F-HR |
8/15/2017, 06:15 PM |
Q1 2017 |
90 |
$4.49B |
+$199M |
-$168M |
+$31.3M |
MIDD, EW, OTEX, TJX, PLXS
|
13F-HR |
5/12/2017, 04:03 PM |
Q4 2016 |
88 |
$4.38B |
+$127M |
-$65.2M |
+$61.7M |
MIDD, EW, OTEX, TJX, INTU
|
13F-HR |
2/13/2017, 01:04 PM |
Q3 2016 |
86 |
$4.21B |
+$39.5M |
-$221M |
-$182M |
EW, MIDD, OTEX, TJX, INTU
|
13F-HR |
11/14/2016, 05:42 PM |
Q2 2016 |
88 |
$3.98B |
+$37.6M |
-$28.4M |
+$9.2M |
EW, MIDD, TJX, OTEX, INTU
|
13F-HR |
8/12/2016, 02:29 PM |
Q1 2016 |
88 |
$3.93B |
+$74.1M |
-$186M |
-$111M |
EW, TJX, MIDD, INTU, OTEX
|
13F-HR |
5/5/2016, 03:22 PM |
Q4 2015 |
89 |
$3.97B |
+$151M |
-$74.3M |
+$77M |
EW, MIDD, TJX, INTU, OTEX
|
13F-HR |
2/16/2016, 01:49 PM |
Q3 2015 |
90 |
$3.9B |
+$180M |
-$135M |
+$45.7M |
TJX, MIDD, EW, INTU, OTEX
|
13F-HR |
11/16/2015, 10:54 AM |
Q2 2015 |
91 |
$4.14B |
+$183M |
-$182M |
+$1.17M |
MIDD, INTU, EW, TJX, LB
|
13F-HR |
8/17/2015, 09:40 AM |
Q1 2015 |
92 |
$4.25B |
+$168M |
-$166M |
+$2.08M |
TJX, MIDD, EW, INTU, OTEX
|
13F-HR |
5/14/2015, 04:33 PM |
Q4 2014 |
92 |
$4.21B |
+$90.9M |
-$168M |
-$77.2M |
TJX, OTEX, MIDD, EW, STX
|
13F-HR |
2/9/2015, 02:48 PM |
Q3 2014 |
94 |
$3.89B |
+$100M |
-$40M |
+$60M |
OTEX, INTU, TJX, MIDD, STX
|
13F-HR |
11/12/2014, 11:27 AM |
Q2 2014 |
105 |
$3.83B |
+$193M |
-$238M |
-$45M |
OTEX, INTU, MIDD, STX, TJX
|
Restatement |
8/21/2014, 03:35 PM |
Q1 2014 |
87 |
$3.93B |
+$229M |
-$71.3M |
+$157M |
TJX, MIDD, OTEX, INTU, TRMB
|
Restatement |
5/15/2014, 10:55 AM |
Q4 2013 |
87 |
$3.84B |
$0 |
$0 |
|
TJX, OTEX, INTU, MIDD, STX
|
13F-HR |
2/12/2014, 02:24 PM |