Q3 2024 |
4 |
$166M |
$0 |
-$478M |
-$478M |
SWKH, GLT, HES, TFFP
|
13F-HR |
11/14/2024, 02:36 PM |
Q2 2024 |
92 |
$640M |
+$193M |
-$735M |
-$542M |
SWKH, HES, CFG, LEN, HUBS
|
13F-HR |
8/14/2024, 10:55 AM |
Q1 2024 |
110 |
$1.23B |
+$428M |
-$478M |
-$50.7M |
SWKH, HES, PXD, DOOR, CPRI
|
13F-HR |
5/14/2024, 02:42 PM |
Q4 2023 |
118 |
$1.25B |
+$589M |
-$705M |
-$116M |
SWKH, PXD, HES, SPLK, CPRI
|
13F-HR |
2/13/2024, 04:06 PM |
Q3 2023 |
131 |
$1.28B |
+$644M |
-$503M |
+$141M |
SWKH, ATVI, HZNP, AEL, CPRI
|
13F-HR |
11/13/2023, 05:35 PM |
Q2 2023 |
116 |
$1.17B |
+$416M |
-$321M |
+$94.4M |
SWKH, HZNP, AJRD, BKI, NATI
|
13F-HR |
8/10/2023, 05:02 PM |
Q1 2023 |
108 |
$1.06B |
+$312M |
-$546M |
-$233M |
SWKH, HZNP, BKI, FHN, AJRD
|
13F-HR |
5/12/2023, 12:52 PM |
Q4 2022 |
113 |
$1.3B |
+$530M |
-$597M |
-$66.3M |
SWKH, HZNP, BKI, MYOV, FHN
|
13F-HR |
2/14/2023, 02:13 PM |
Q3 2022 |
115 |
$1.32B |
+$524M |
-$602M |
-$78.2M |
SWKH, ROG, BKI, DRE, TWTR
|
13F-HR |
11/14/2022, 03:07 PM |
Q2 2022 |
118 |
$1.45B |
+$676M |
-$597M |
+$78.4M |
SWKH, Y, BHVN, ROG, DRE
|
13F-HR |
8/15/2022, 11:43 AM |
Q1 2022 |
146 |
$1.46B |
+$668M |
-$897M |
-$229M |
SWKH, CERN, ZNGA, ROG, COHR
|
13F-HR |
5/13/2022, 01:07 PM |
Q4 2021 |
137 |
$1.73B |
+$609M |
-$895M |
-$286M |
SWKH, XLNX, INFO, BBL, NUAN
|
13F-HR |
2/11/2022, 04:02 PM |
Q3 2021 |
152 |
$1.88B |
+$694M |
-$902M |
-$207M |
SWKH, INFO, XLNX, HRC, NUAN
|
13F-HR |
11/12/2021, 04:22 PM |
Q2 2021 |
149 |
$2.07B |
+$687M |
-$1.47B |
-$779M |
SWKH, INFO, ALXN, XLNX, NUAN
|
13F-HR |
8/13/2021, 02:41 PM |
Q1 2021 |
164 |
$2.68B |
+$1.08B |
-$1.39B |
-$309M |
SWKH, GRUB, IPHI, WORK, ALXN
|
13F-HR |
5/12/2021, 06:22 PM |
Q4 2020 |
146 |
$2.8B |
+$1.21B |
-$2.15B |
-$943M |
SWKH, GRUB, VAR, XLNX, IPHI
|
13F-HR |
2/12/2021, 03:18 PM |
Q3 2020 |
168 |
$3.42B |
$0 |
$0 |
|
VAR, GRUB, SWKH, WMGI, WTW
|
New Holdings |
11/16/2020, 04:19 PM |
Q3 2020 |
168 |
$3.42B |
+$1.18B |
-$1.52B |
-$342M |
VAR, GRUB, SWKH, WMGI, WTW
|
13F-HR |
11/13/2020, 06:35 PM |
Q2 2020 |
160 |
$3.62B |
+$1.82B |
-$2.33B |
-$509M |
LM, WTW, WMGI, TIF, GRUB
|
13F-HR |
8/14/2020, 11:08 AM |
Q1 2020 |
206 |
$3.79B |
+$1.71B |
-$2.72B |
-$1.01B |
AGN, CY, TIF, WBC, SWKH
|
13F-HR |
5/14/2020, 03:53 PM |
Q4 2019 |
232 |
$5.53B |
+$2.61B |
-$2.88B |
-$265M |
AGN, TIF, CY, WBC, V
|
13F-HR |
2/14/2020, 11:32 AM |
Q3 2019 |
219 |
$5.53B |
+$2.12B |
-$3.27B |
-$1.15B |
CELG, AGN, WBC, CY, FITB
|
13F-HR |
11/13/2019, 03:15 PM |
Q2 2019 |
244 |
$6.61B |
+$2.54B |
-$1.73B |
+$806M |
RHT, CELG, APC, LLL, FDC
|
13F-HR |
8/12/2019, 04:25 PM |
Q1 2019 |
236 |
$5.62B |
+$2.55B |
-$3.88B |
-$1.33B |
RHT, FDC, CELG, LLL, WP
|
13F-HR |
5/14/2019, 10:08 AM |
Q4 2018 |
263 |
$6.45B |
+$3.17B |
-$4.06B |
-$898M |
RHT, SHPG, FOXA, BG, FOX
|
13F-HR |
2/13/2019, 04:55 PM |
Q3 2018 |
258 |
$8.04B |
+$3.32B |
-$2.53B |
+$790M |
AET, ANDV, COL, DVMT, SHPG
|
13F-HR |
11/14/2018, 03:13 PM |
Q2 2018 |
248 |
$7.13B |
+$3.24B |
-$2.87B |
+$364M |
COL, XL, DVMT, NXPI, FOXA
|
13F-HR |
8/14/2018, 11:39 AM |
Q1 2018 |
230 |
$6.6B |
+$2.97B |
-$2.13B |
+$837M |
TWX, NXPI, XL, COL, OA
|
13F-HR |
5/15/2018, 11:50 AM |
Q4 2017 |
217 |
$5.79B |
+$2.26B |
-$2.45B |
-$193M |
TWX, NXPI, SNI, CAA, BG
|
13F-HR |
2/14/2018, 01:18 PM |
Q3 2017 |
212 |
$5.83B |
+$1.77B |
-$3.09B |
-$1.32B |
TWX, BCR, NXPI, AABA, SNI
|
13F-HR |
11/14/2017, 03:55 PM |
Q2 2017 |
225 |
$6.99B |
+$2.49B |
-$3.3B |
-$807M |
TWX, MBBYF, BCR, LVLT, NXPI
|
13F-HR |
8/14/2017, 12:39 PM |
Q1 2017 |
239 |
$7.85B |
+$2.81B |
-$3.55B |
-$743M |
TWX, LVLT, NXPI, MON, BG
|
13F-HR |
5/15/2017, 03:36 PM |
Q4 2016 |
264 |
$8.35B |
+$3.52B |
-$3.49B |
+$22.5M |
STJ, LVLT, TWX, NRG, BG
|
13F-HR |
2/14/2017, 12:18 PM |
Q3 2016 |
245 |
$7.88B |
+$2.54B |
-$3.09B |
-$545M |
LNKD, STJ, BG, NRG, CPN
|
13F-HR |
11/14/2016, 12:49 PM |
Q2 2016 |
276 |
$8.03B |
+$2.83B |
-$3.32B |
-$492M |
HOT, NRG, BG, CPN, BAC
|
13F-HR |
8/15/2016, 10:59 AM |
Q1 2016 |
274 |
$8.3B |
+$3.08B |
-$3.78B |
-$700M |
SNDK, C, TWC, JAH, BXLT
|
13F-HR |
5/13/2016, 05:12 PM |
Q4 2015 |
285 |
$8.95B |
+$3.41B |
-$3.22B |
+$188M |
CB, PCP, BRCM, BG, CAM
|
13F-HR |
2/12/2016, 03:48 PM |
Q3 2015 |
273 |
$8.65B |
+$3.55B |
-$3.13B |
+$415M |
CB, C, EXC, BG, CPN
|
13F-HR |
11/16/2015, 11:34 AM |
Q2 2015 |
285 |
$9.09B |
+$3.68B |
-$3.51B |
+$170M |
C, EXC, A309PS, PRE, NRG
|
13F-HR |
8/14/2015, 11:23 AM |
Q1 2015 |
290 |
$8.95B |
+$3.29B |
-$4.57B |
-$1.28B |
NRG, C, CIT, TRW, BG
|
13F-HR |
5/14/2015, 04:00 PM |
Q4 2014 |
303 |
$10.2B |
+$4.25B |
-$3.62B |
+$638M |
KEY, F113PS, CFN, PL, NRG
|
13F-HR |
2/13/2015, 03:20 PM |
Q3 2014 |
316 |
$9.25B |
+$3.86B |
-$3.54B |
+$315M |
F113PS, NRG, VLO, BG, HOUS
|
13F-HR |
11/13/2014, 08:05 AM |
Q2 2014 |
326 |
$9.12B |
+$3.56B |
-$3.37B |
+$196M |
FRX, NRG, BG, HSH, F113PS
|
13F-HR |
8/13/2014, 04:28 PM |
Q1 2014 |
3 |
$97.3M |
$0 |
$0 |
|
SU, MHFI, TRI
|
New Holdings |
5/16/2014, 03:13 PM |
Q1 2014 |
313 |
$8.6B |
+$3.44B |
-$3.96B |
-$517M |
NRG, FRX, BG, JPM, EXH
|
13F-HR |
5/15/2014, 11:13 AM |
Q4 2013 |
269 |
$8.82B |
$0 |
$0 |
|
BG, V107SC, EXH, ORCL, ESRX
|
13F-HR |
2/14/2014, 11:45 AM |