Q3 2024 |
108 |
$572M |
+$57.2M |
-$60.6M |
-$3.44M |
NVDA, AAPL, MSFT, GOOG, AMZN
|
13F-HR |
11/12/2024, 02:33 PM |
Q2 2024 |
115 |
$568M |
+$112M |
-$54.3M |
+$57.9M |
NVDA, MSFT, AAPL, GOOG, AMZN
|
13F-HR |
8/8/2024, 12:40 PM |
Q1 2024 |
117 |
$521M |
+$52.5M |
-$72.1M |
-$19.6M |
MSFT, NVDA, AAPL, GOOG, AMZN
|
13F-HR |
5/6/2024, 12:22 PM |
Q4 2023 |
119 |
$475M |
+$34.4M |
-$29.1M |
+$5.26M |
MSFT, AAPL, GOOG, NVDA, AMZN
|
13F-HR |
2/13/2024, 01:01 PM |
Q3 2023 |
111 |
$421M |
+$26.3M |
-$28.9M |
-$2.6M |
AAPL, MSFT, GOOG, NVDA, AMZN
|
13F-HR |
11/3/2023, 02:34 PM |
Q2 2023 |
115 |
$437M |
+$16.1M |
-$20.1M |
-$3.99M |
AAPL, MSFT, GOOG, NVDA, AMZN
|
13F-HR |
8/8/2023, 10:05 AM |
Q1 2023 |
120 |
$403M |
+$54.1M |
-$44.6M |
+$9.53M |
AAPL, MSFT, GOOG, NVDA, AMZN
|
13F-HR |
5/8/2023, 01:20 PM |
Q4 2022 |
123 |
$362M |
+$18.2M |
-$29.4M |
-$11.2M |
AAPL, MSFT, GOOG, AMZN, TMO
|
13F-HR |
2/13/2023, 02:24 PM |
Q3 2022 |
127 |
$352M |
+$45.8M |
-$17.1M |
+$28.7M |
AAPL, MSFT, GOOG, AMZN, TMO
|
13F-HR |
10/28/2022, 02:10 PM |
Q2 2022 |
120 |
$357M |
+$47.5M |
-$43.8M |
+$3.63M |
AAPL, MSFT, GOOG, AMZN, TMO
|
13F-HR |
7/29/2022, 03:16 PM |
Q1 2022 |
127 |
$447M |
+$58M |
-$77M |
-$19M |
AAPL, MSFT, GOOG, AMZN, NVDA
|
13F-HR |
4/29/2022, 09:49 AM |
Q4 2021 |
145 |
$494M |
+$36.1M |
-$32.5M |
+$3.63M |
AAPL, MSFT, GOOG, AMZN, NVDA
|
13F-HR |
1/28/2022, 05:13 PM |
Q3 2021 |
153 |
$446M |
+$37.2M |
-$42.8M |
-$5.64M |
AAPL, MSFT, AMZN, GOOG, META
|
13F-HR |
11/2/2021, 01:21 PM |
Q2 2021 |
154 |
$456M |
+$22.8M |
-$16M |
+$6.88M |
AAPL, MSFT, AMZN, GOOG, EPAM
|
13F-HR |
8/10/2021, 03:39 PM |
Q1 2021 |
149 |
$410M |
+$37.3M |
-$37.8M |
-$501K |
AAPL, MSFT, AMZN, GOOG, META
|
13F-HR |
4/29/2021, 05:14 PM |
Q4 2020 |
143 |
$398M |
+$29.4M |
-$19M |
+$10.5M |
AAPL, MSFT, AMZN, GOOG, TMO
|
13F-HR |
2/8/2021, 09:49 AM |
Q3 2020 |
142 |
$345M |
+$32.7M |
-$18M |
+$14.7M |
AAPL, AMZN, MSFT, GOOG, IUSG
|
13F-HR |
11/10/2020, 11:57 AM |
Q2 2020 |
136 |
$311M |
+$17.8M |
-$22.7M |
-$4.91M |
AAPL, AMZN, MSFT, GOOG, IUSG
|
13F-HR |
7/29/2020, 03:52 PM |
Q1 2020 |
131 |
$256M |
+$22M |
-$34M |
-$12M |
MSFT, AAPL, AMZN, GOOG, IUSG
|
13F-HR |
5/6/2020, 03:08 PM |
Q4 2019 |
134 |
$315M |
+$22.3M |
-$28.1M |
-$5.85M |
AAPL, IUSG, MSFT, AMZN, GOOG
|
13F-HR |
2/7/2020, 11:16 AM |
Q3 2019 |
125 |
$296M |
+$19.5M |
-$22.1M |
-$2.67M |
IUSG, MSFT, AMZN, AAPL, GOOG
|
13F-HR |
11/7/2019, 10:18 AM |
Q2 2019 |
124 |
$298M |
+$31.9M |
-$31.5M |
+$443K |
IUSG, AMZN, MSFT, AAPL, GOOG
|
13F-HR |
7/24/2019, 10:10 AM |
Q1 2019 |
126 |
$283M |
+$46.7M |
-$36M |
+$10.6M |
AMZN, IVV, GOOG, MSFT, IUSG
|
13F-HR |
5/2/2019, 04:40 PM |
Q4 2018 |
113 |
$237M |
+$29.8M |
-$54.9M |
-$25.1M |
IVV, AMZN, V, GOOG, TMO
|
13F-HR |
2/8/2019, 01:18 PM |
Q3 2018 |
115 |
$308M |
+$44.2M |
-$26.5M |
+$17.6M |
AMZN, V, GOOG, TMO, AAPL
|
13F-HR |
11/8/2018, 03:01 PM |
Q2 2018 |
103 |
$277M |
+$23.8M |
-$39.7M |
-$15.9M |
AMZN, V, META, GOOG, TMO
|
13F-HR |
8/10/2018, 11:00 AM |
Q1 2018 |
110 |
$277M |
+$64.7M |
-$73.4M |
-$8.64M |
GOOG, AMZN, MKSI, V, TMO
|
13F-HR |
5/4/2018, 10:52 AM |
Q4 2017 |
95 |
$284M |
+$22.5M |
-$22.4M |
+$107K |
GOOG, AMZN, META, V, HON
|
13F-HR |
2/13/2018, 11:49 AM |
Q3 2017 |
66 |
$274M |
+$26.5M |
-$29.9M |
-$3.36M |
GOOG, META, AMZN, V, HON
|
13F-HR |
10/31/2017, 02:16 PM |
Q2 2017 |
62 |
$262M |
+$16.1M |
-$33M |
-$17M |
GOOG, AMZN, META, MTD, HON
|
13F-HR |
7/27/2017, 04:55 PM |
Q1 2017 |
62 |
$269M |
+$39.6M |
-$53.7M |
-$14.1M |
GOOG, META, AMZN, MTD, HON
|
13F-HR |
5/5/2017, 03:09 PM |
Q4 2016 |
60 |
$263M |
+$30M |
-$36.8M |
-$6.79M |
GOOG, EGBN, SCHW, USB, META
|
13F-HR |
2/9/2017, 04:00 PM |
Q3 2016 |
59 |
$267M |
+$91.4M |
-$78.8M |
+$12.6M |
GOOG, META, MTD, EGBN, HON
|
13F-HR |
11/9/2016, 09:25 AM |
Q2 2016 |
36 |
$250M |
+$38.7M |
-$75.5M |
-$36.8M |
GOOG, TSCO, DLTR, CERN, CRI
|
13F-HR |
7/29/2016, 01:29 PM |
Q1 2016 |
34 |
$291M |
+$53M |
-$52.1M |
+$946K |
GOOG, HON, SWKS, CTSH, PCLN
|
13F-HR |
5/5/2016, 03:50 PM |
Q4 2015 |
31 |
$299M |
+$33.3M |
-$26.4M |
+$6.92M |
GOOG, ESRX, SWKS, GILD, HON
|
13F-HR |
2/5/2016, 10:54 AM |
Q3 2015 |
33 |
$286M |
+$21.1M |
-$37.3M |
-$16.2M |
VRTU, SWKS, CTSH, CERN, ESRX
|
13F-HR |
11/12/2015, 10:01 AM |
Q2 2015 |
36 |
$328M |
+$16.4M |
-$13.7M |
+$2.72M |
SWKS, VRTU, TSCO, CERN, GILD
|
13F-HR |
7/30/2015, 12:48 PM |
Q1 2015 |
35 |
$324M |
+$35.4M |
-$40.2M |
-$4.8M |
SWKS, GILD, CERN, TSCO, MCK
|
13F-HR |
4/29/2015, 03:36 PM |
Q4 2014 |
35 |
$307M |
+$18.8M |
-$24.1M |
-$5.33M |
SWKS, GILD, ESRX, BIIB, VRTU
|
13F-HR |
2/6/2015, 04:38 PM |
Q3 2014 |
36 |
$303M |
+$11.9M |
-$14.4M |
-$2.57M |
SWKS, GILD, KEX, BIIB, CNI
|
13F-HR |
11/4/2014, 03:21 PM |
Q2 2014 |
37 |
$298M |
+$42.2M |
-$44.5M |
-$2.3M |
SWKS, KEX, OII, GILD, BIIB
|
13F-HR |
7/29/2014, 03:07 PM |
Q1 2014 |
39 |
$293M |
+$56.7M |
-$43.1M |
+$13.6M |
SWKS, ESRX, OII, KEX, TSCO
|
13F-HR |
5/7/2014, 12:46 PM |
Q4 2013 |
37 |
$293M |
$0 |
$0 |
|
TSCO, OII, KEX, CERN, AIRM
|
13F-HR |
2/10/2014, 10:16 AM |