Q3 2024 |
39 |
$839M |
+$391M |
-$347M |
+$43.5M |
RSP, MSFT, XLE, COHR, NTRA
|
13F-HR |
11/13/2024, 02:38 PM |
Q2 2024 |
37 |
$779M |
+$327M |
-$289M |
+$37.7M |
MSFT, GDX, AAPL, COHR, AMZN
|
13F-HR |
8/14/2024, 04:19 PM |
Q1 2024 |
45 |
$730M |
+$350M |
-$226M |
+$124M |
MSFT, SLV, NVDA, DELL, META
|
13F-HR |
5/15/2024, 02:55 PM |
Q4 2023 |
43 |
$493M |
+$81.2M |
-$219M |
-$137M |
NVDA, LLY, MSFT, GOOG, META
|
13F-HR |
2/15/2024, 09:25 AM |
Q3 2023 |
43 |
$575M |
+$257M |
-$24.8M |
+$232M |
NVDA, MSFT, GOOG, CVX, RSP
|
13F-HR |
11/13/2023, 04:17 PM |
Q2 2023 |
41 |
$351M |
+$21.2M |
-$368M |
-$347M |
CVX, MSFT, IFS, META, AAPL
|
13F-HR |
8/14/2023, 04:22 PM |
Q1 2023 |
41 |
$628M |
+$175M |
-$69.8M |
+$105M |
MSFT, KWEB, GOOG, CVX, NVDA
|
13F-HR |
5/12/2023, 04:07 PM |
Q4 2022 |
40 |
$428M |
+$63M |
-$111M |
-$48M |
MSFT, GOOG, TMUS, IFS, META
|
13F-HR |
2/15/2023, 09:18 AM |
Q3 2022 |
43 |
$463M |
+$125M |
-$53.1M |
+$72.2M |
MSFT, GOOG, PANW, TMUS, CVX
|
13F-HR |
11/14/2022, 09:42 AM |
Q2 2022 |
45 |
$474M |
$0 |
$0 |
|
MSFT, GOOG, PANW, IFS, AAPL
|
New Holdings |
8/15/2022, 08:15 PM |
Q2 2022 |
45 |
$474M |
+$85M |
-$49.4M |
+$35.6M |
MSFT, GOOG, PANW, IFS, AAPL
|
13F-HR |
8/15/2022, 12:53 PM |
Q1 2022 |
41 |
$567M |
+$65M |
-$225M |
-$160M |
GOOG, MSFT, IFS, PANW, AAPL
|
13F-HR |
5/16/2022, 04:18 PM |
Q4 2021 |
44 |
$783M |
+$97.5M |
-$444M |
-$347M |
GOOG, MSFT, META, MU, AA
|
13F-HR |
2/14/2022, 09:24 AM |
Q3 2021 |
40 |
$1.06B |
+$111M |
-$356M |
-$245M |
GOOG, MSFT, TWTR, META, BOTZ
|
13F-HR |
11/15/2021, 08:35 AM |
Q2 2021 |
48 |
$1.32B |
+$266M |
-$113M |
+$154M |
GOOG, KWEB, MSFT, BABA, TMUS
|
13F-HR |
8/16/2021, 02:42 PM |
Q1 2021 |
46 |
$1.07B |
+$230M |
-$196M |
+$34.3M |
GOOG, MSFT, BA, TMUS, XLE
|
13F-HR |
5/14/2021, 04:57 PM |
Q4 2020 |
42 |
$957M |
+$311M |
-$441M |
-$129M |
EEM, GOOG, XLE, MSFT, TMUS
|
13F-HR |
2/12/2021, 01:45 PM |
Q3 2020 |
36 |
$976M |
+$147M |
-$390M |
-$243M |
GOOG, AMZN, BABA, META, MSFT
|
13F-HR |
11/16/2020, 09:53 AM |
Q2 2020 |
40 |
$1.11B |
+$84.1M |
-$146M |
-$61.9M |
AMZN, GOOG, WDAY, META, BABA
|
13F-HR |
8/14/2020, 09:51 AM |
Q1 2020 |
33 |
$926M |
+$276M |
-$402M |
-$125M |
AMZN, GOOG, INDA, WDAY, META
|
13F-HR |
5/13/2020, 04:42 PM |
Q4 2019 |
44 |
$1.31B |
+$268M |
-$148M |
+$121M |
AMZN, XLE, INDA, WDAY, MLCO
|
13F-HR |
2/14/2020, 10:58 AM |
Q3 2019 |
38 |
$1.11B |
+$346M |
-$96.2M |
+$249M |
AMZN, XLE, INDA, CRM, JBLU
|
13F-HR |
11/14/2019, 02:55 PM |
Q2 2019 |
30 |
$893M |
+$254M |
-$1.01B |
-$758M |
AMZN, XLE, CRM, UAL, TMUS
|
13F-HR |
8/14/2019, 11:36 AM |
Q1 2019 |
35 |
$1.61B |
+$33.8M |
-$317M |
-$283M |
EMB, EEM, GOOG, AMZN, FXI
|
13F-HR |
5/15/2019, 02:46 PM |
Q4 2018 |
36 |
$1.73B |
+$715M |
-$56.9M |
+$658M |
EMB, EEM, GOOG, AMZN, XLE
|
13F-HR |
2/14/2019, 02:26 PM |
Q3 2018 |
29 |
$1.21B |
+$632M |
-$84M |
+$548M |
GOOG, EEM, EMB, FXI, JBLU
|
13F-HR |
11/14/2018, 12:37 PM |
Q2 2018 |
24 |
$643M |
+$155M |
-$572M |
-$417M |
GOOG, TMUS, MGM, JBLU, VZ
|
13F-HR |
8/14/2018, 10:17 AM |
Q1 2018 |
26 |
$1.05B |
+$391M |
-$148M |
+$243M |
XLV, MT, PBR, TMUS, MGM
|
13F-HR |
5/15/2018, 10:13 AM |
Q4 2017 |
35 |
$788M |
+$103M |
-$127M |
-$23.8M |
MT, JBLU, TMUS, MGM, PBR
|
13F-HR |
2/14/2018, 12:55 PM |
Q3 2017 |
34 |
$730M |
+$220M |
-$209M |
+$10.5M |
CMCSA, MT, TWTR, PBR, JBLU
|
13F-HR |
11/14/2017, 10:16 AM |
Q2 2017 |
32 |
$701M |
+$181M |
-$486M |
-$305M |
AAPL, TWTR, MT, XLF, JBLU
|
13F-HR |
8/14/2017, 09:02 AM |
Q1 2017 |
29 |
$974M |
+$73.7M |
-$361M |
-$287M |
XLV, AAPL, AMZN, MT, PBR
|
13F-HR |
5/15/2017, 02:07 PM |
Q4 2016 |
38 |
$1.21B |
+$484M |
-$77.4M |
+$407M |
GOOG, XLV, AAPL, AMZN, PBR
|
13F-HR |
2/13/2017, 03:25 PM |
Q3 2016 |
29 |
$767M |
+$92.5M |
-$351M |
-$259M |
XLV, AAPL, PBR, MGM, TMUS
|
13F-HR |
11/14/2016, 02:12 PM |
Q2 2016 |
27 |
$927M |
+$203M |
-$476M |
-$272M |
GOOG, XLV, AAPL, GOOGL, PBR
|
13F-HR |
8/11/2016, 03:04 PM |
Q1 2016 |
38 |
$1.22B |
+$293M |
-$149M |
+$145M |
GOOG, AAPL, QQQ, EWZ, GOOGL
|
13F-HR |
5/12/2016, 04:21 PM |
Q4 2015 |
35 |
$1.04B |
+$517M |
-$134M |
+$383M |
GOOG, QQQ, AAPL, GOOGL, EWZ
|
13F-HR |
2/4/2016, 06:10 PM |
Q3 2015 |
31 |
$645M |
+$105M |
-$52M |
+$53.3M |
AAPL, EWZ, GOOGL, HEDJ, GOOG
|
13F-HR |
11/9/2015, 01:41 PM |
Q2 2015 |
35 |
$696M |
+$100M |
-$231M |
-$131M |
AAPL, EWZ, GOOGL, PBR, GOOG
|
13F-HR |
8/10/2015, 04:31 PM |
Q1 2015 |
27 |
$795M |
+$210M |
-$71.9M |
+$138M |
EWZ, AAPL, XLF, GOOGL, PBR
|
13F-HR |
5/12/2015, 05:02 PM |
Q4 2014 |
26 |
$677M |
+$324M |
-$61.9M |
+$262M |
EWZ, AAPL, PBR, GOOGL, MT
|
13F-HR |
2/17/2015, 03:55 PM |
Q3 2014 |
23 |
$401M |
+$49.9M |
-$76.4M |
-$26.6M |
AAPL, CMCSA, CCI, TWC, YPF
|
13F-HR |
11/7/2014, 05:50 PM |
Q2 2014 |
21 |
$430M |
+$188M |
-$11.3M |
+$176M |
AAPL, TMUS, CMCSA, RSX, MLCO
|
13F-HR |
8/13/2014, 04:09 PM |
Q1 2014 |
20 |
$327M |
+$42.2M |
-$39.7M |
+$2.56M |
AAPL, CCI, CMCSA, TDS, TMUS
|
13F-HR |
5/7/2014, 05:00 PM |
Q4 2013 |
19 |
$328M |
$0 |
$0 |
|
AAPL, TMUS, CMCSA, CCI, MT
|
13F-HR |
2/13/2014, 06:36 PM |