| Q3 2025 |
465 |
$6.7B |
+$490M |
-$418M |
+$71.4M |
MSFT, NVDA, AVGO, AAPL, AEM
|
13F-HR |
12/1/2025, 12:50 PM |
| Q2 2025 |
401 |
$5.93B |
+$847M |
-$333M |
+$514M |
MSFT, NVDA, AVGO, AAPL, AMZN
|
13F-HR |
8/13/2025, 08:59 AM |
| Q1 2025 |
403 |
$4.92B |
+$576M |
-$210M |
+$366M |
MSFT, NVDA, AAPL, AMZN, JPM
|
13F-HR |
5/14/2025, 06:37 AM |
| Q4 2024 |
412 |
$4.78B |
+$860M |
-$499M |
+$361M |
MSFT, NVDA, AAPL, AMZN, GOOGL
|
13F-HR |
2/12/2025, 02:06 PM |
| Q3 2024 |
466 |
$3B |
+$417M |
-$634M |
-$217M |
MSFT, AAPL, AVGO, GOOGL, AMZN
|
13F-HR |
11/15/2024, 09:50 AM |
| Q2 2024 |
449 |
$3.72B |
+$437M |
-$505M |
-$68.4M |
MSFT, NVDA, AAPL, GOOGL, SAP
|
13F-HR |
8/14/2024, 11:59 AM |
| Q1 2024 |
513 |
$3.18B |
$0 |
$0 |
|
MSFT, ASML, AVGO, SAP, TTE
|
13F-HR |
5/14/2024, 09:23 AM |
| Q4 2023 |
455 |
$3.17B |
$0 |
$0 |
|
MSFT, AAPL, GOOGL, AVGO, AMZN
|
13F-HR |
2/14/2024, 03:05 PM |