Q3 2024 |
132 |
$827M |
+$192M |
-$90.5M |
+$102M |
NVDA, AAPL, MSFT, AMZN, META
|
13F-HR |
11/4/2024, 04:38 PM |
Q2 2024 |
130 |
$729M |
+$119M |
-$94.4M |
+$24.2M |
AMZN, MSFT, NVDA, AAPL, GOOGL
|
13F-HR |
7/30/2024, 09:50 AM |
Q1 2024 |
132 |
$705M |
+$125M |
-$143M |
-$18.8M |
AMZN, MSFT, NVDA, META, GOOGL
|
13F-HR |
5/1/2024, 10:54 AM |
Q4 2023 |
129 |
$652M |
+$59.1M |
-$345M |
-$286M |
MSFT, AAPL, AMZN, GOOGL, META
|
13F-HR |
2/8/2024, 01:55 PM |
Q3 2023 |
171 |
$828M |
+$62M |
-$63.6M |
-$1.57M |
MSFT, AAPL, AMZN, GOOGL, MA
|
13F-HR |
11/15/2023, 11:02 AM |
Q2 2023 |
176 |
$865M |
+$109M |
-$115M |
-$6.06M |
MSFT, AAPL, AMZN, GOOGL, ISRG
|
Restatement |
9/7/2023, 09:21 AM |
Q1 2023 |
173 |
$773M |
+$103M |
-$80.7M |
+$22M |
MSFT, AAPL, MA, AMZN, ISRG
|
Restatement |
9/7/2023, 09:25 AM |
Q4 2022 |
167 |
$689M |
+$70.5M |
-$133M |
-$62.4M |
MSFT, AAPL, MA, ISRG, AMZN
|
Restatement |
9/7/2023, 09:28 AM |
Q3 2022 |
171 |
$716M |
+$111M |
-$144M |
-$33.2M |
MSFT, AAPL, AMZN, TMO, GOOGL
|
13F-HR |
11/14/2022, 04:35 PM |
Q2 2022 |
183 |
$809M |
+$259M |
-$188M |
+$70.6M |
MSFT, AAPL, GOOGL, TMO, MA
|
13F-HR |
8/1/2022, 02:36 PM |
Q1 2022 |
207 |
$460M |
$0 |
$0 |
|
AMZN, MA, ADBE, ASML, ATVI
|
13F-HR |
5/11/2022, 11:33 AM |
Q4 2021 |
216 |
$1.3B |
+$116M |
-$145M |
-$28.3M |
MSFT, AAPL, AMZN, ADBE, NVDA
|
13F-HR |
2/14/2022, 01:47 PM |
Q3 2021 |
219 |
$1.28B |
+$178M |
-$139M |
+$39.4M |
MSFT, AAPL, AMZN, ADBE, PYPL
|
Restatement |
11/1/2021, 09:02 AM |
Q2 2021 |
227 |
$1.27B |
+$288M |
-$241M |
+$46.5M |
MSFT, AMZN, AAPL, ADBE, PYPL
|
13F-HR |
7/23/2021, 02:04 PM |
Q1 2021 |
219 |
$1.13B |
+$131M |
-$117M |
+$14.4M |
MSFT, AMZN, MA, PYPL, ADBE
|
13F-HR |
4/23/2021, 02:53 PM |
Q4 2020 |
193 |
$1.11B |
+$154M |
-$126M |
+$27.7M |
MSFT, AMZN, ADBE, PYPL, ROKU
|
13F-HR |
2/1/2021, 12:16 PM |
Q3 2020 |
176 |
$968M |
+$173M |
-$150M |
+$22.7M |
MSFT, AMZN, ADBE, MA, PYPL
|
13F-HR |
10/21/2020, 12:53 PM |
Q2 2020 |
163 |
$856M |
+$132M |
-$137M |
-$5.11M |
MSFT, AMZN, ADBE, PYPL, LULU
|
13F-HR |
7/23/2020, 02:54 PM |
Q1 2020 |
161 |
$679M |
+$142M |
-$223M |
-$81.4M |
MSFT, AMZN, ADBE, NVDA, PYPL
|
13F-HR |
4/16/2020, 11:57 AM |
Q4 2019 |
194 |
$881M |
+$204M |
-$205M |
-$1.81M |
MSFT, ADBE, AMZN, TMO, CSGP
|
13F-HR |
1/27/2020, 02:23 PM |
Q3 2019 |
185 |
$828M |
+$144M |
-$200M |
-$55.2M |
MSFT, AMZN, PYPL, LULU, ADBE
|
13F-HR |
10/24/2019, 10:56 AM |
Q2 2019 |
194 |
$886M |
+$360M |
-$119M |
+$241M |
MSFT, AMZN, PYPL, ADBE, VEEV
|
13F-HR |
7/22/2019, 09:41 AM |
Q1 2019 |
98 |
$613M |
+$248M |
-$190M |
+$58.3M |
PYPL, MSFT, AMZN, VMW, LLY
|
13F-HR |
4/15/2019, 03:09 PM |
Q4 2018 |
97 |
$491M |
+$153M |
-$199M |
-$46.1M |
PYPL, MSFT, AMZN, BRKB, V
|
Restatement |
1/16/2019, 04:00 PM |
Q3 2018 |
96 |
$611M |
+$127M |
-$160M |
-$33.8M |
AMZN, LULU, ADBE, ILMN, CRM
|
13F-HR |
10/23/2018, 11:40 AM |
Q2 2018 |
99 |
$583M |
+$134M |
-$128M |
+$5.13M |
AMZN, ADBE, NFLX, CRM, MSFT
|
13F-HR |
7/20/2018, 12:36 PM |
Q1 2018 |
99 |
$541M |
+$156M |
-$169M |
-$12.6M |
ADBE, AMZN, MU, NFLX, ZTS
|
Restatement |
4/25/2018, 02:16 PM |
Q4 2017 |
95 |
$533M |
+$128M |
-$141M |
-$12.9M |
AMZN, ADBE, META, TRMB, MNST
|
13F-HR |
1/23/2018, 09:27 AM |
Q3 2017 |
107 |
$533M |
+$124M |
-$136M |
-$11.4M |
EA, ATVI, ADBE, TRMB, AMZN
|
13F-HR |
10/16/2017, 01:27 PM |
Q2 2017 |
112 |
$500M |
+$96.1M |
-$106M |
-$10.2M |
AMZN, ATVI, CELG, EA, META
|
13F-HR |
7/24/2017, 02:42 PM |
Q1 2017 |
108 |
$483M |
+$106M |
-$125M |
-$18.6M |
AMZN, AMAT, EA, ATVI, ADBE
|
Restatement |
4/24/2017, 01:32 PM |
Q4 2016 |
114 |
$494M |
+$119M |
-$161M |
-$41.8M |
AMZN, EA, AMAT, GLW, SCHW
|
13F-HR |
1/19/2017, 01:10 PM |
Q3 2016 |
115 |
$511M |
+$93M |
-$105M |
-$11.6M |
AMZN, ATVI, EA, ISRG, AMAT
|
13F-HR |
10/20/2016, 01:40 PM |
Q2 2016 |
114 |
$463M |
+$87.9M |
-$97M |
-$9.07M |
AMZN, ATVI, EA, NVDA, ISRG
|
13F-HR |
7/20/2016, 01:47 PM |
Q1 2016 |
99 |
$489M |
+$141M |
-$168M |
-$27.1M |
CRM, AMZN, META, ATVI, NVDA
|
13F-HR |
4/27/2016, 01:32 PM |
Q4 2015 |
93 |
$523M |
+$95.9M |
-$128M |
-$32.5M |
AMZN, SBUX, ATVI, META, EA
|
13F-HR |
2/11/2016, 12:28 PM |
Q3 2015 |
95 |
$527M |
+$129M |
-$140M |
-$10.9M |
SBUX, DIS, EA, MNST, ATVI
|
13F-HR |
10/22/2015, 10:33 AM |
Q2 2015 |
95 |
$547M |
+$160M |
-$150M |
+$9.75M |
DIS, AAPL, SBUX, EA, MNST
|
13F-HR |
7/27/2015, 11:01 AM |
Q1 2015 |
103 |
$557M |
+$105M |
-$113M |
-$7.87M |
AAPL, MNST, CELG, DIS, KR
|
13F-HR |
4/23/2015, 10:36 AM |
Q4 2014 |
98 |
$544M |
+$90.9M |
-$65.4M |
+$25.5M |
AAPL, CELG, DIS, MNST, DFS
|
13F-HR |
1/29/2015, 12:27 PM |
Q3 2014 |
71 |
$498M |
+$71.3M |
-$88.8M |
-$17.5M |
AAPL, GILD, UAA, CELG, DIS
|
13F-HR |
11/3/2014, 03:28 PM |
Q2 2014 |
91 |
$513M |
+$161M |
-$108M |
+$52.4M |
AAPL, EOG, DFS, CELG, AKAM
|
13F-HR |
7/25/2014, 11:02 AM |
Q1 2014 |
76 |
$488M |
+$89.7M |
-$91.9M |
-$2.17M |
GOOGL, QCOM, UAA, AMZN, EOG
|
13F-HR |
4/29/2014, 02:44 PM |
Q4 2013 |
79 |
$501M |
$0 |
$0 |
|
MA, AMZN, GOOGL, SBUX, AAPL
|
13F-HR |
2/3/2014, 10:52 AM |