Q3 2024 |
40 |
$179M |
+$111M |
-$53.3M |
+$57.8M |
SQSP, HCP, JNPR, SPR, HES
|
13F-HR |
11/14/2024, 09:31 AM |
Q2 2024 |
38 |
$122M |
+$81.1M |
-$74M |
+$7.1M |
HES, SPR, X, HUBS, HAYN
|
13F-HR |
8/14/2024, 09:44 AM |
Q1 2024 |
36 |
$117M |
+$86M |
-$57.7M |
+$28.3M |
PXD, X, HES, SWAV, HAYN
|
13F-HR |
5/15/2024, 09:48 AM |
Q4 2023 |
34 |
$88.6M |
+$73.9M |
-$162M |
-$88M |
SPLK, PXD, X, OLK, IMGN
|
13F-HR |
2/14/2024, 09:44 AM |
Q3 2023 |
39 |
$175M |
+$121M |
-$44.9M |
+$75.6M |
ATVI, HZNP, VMW, SGEN, NATI
|
13F-HR |
11/14/2023, 09:40 AM |
Q2 2023 |
36 |
$98M |
+$51.9M |
-$64.7M |
-$12.8M |
LSI, NATI, HZNP, ISEE, ATVI
|
13F-HR |
7/20/2023, 04:43 PM |
Q1 2023 |
35 |
$110M |
+$79.6M |
-$56.2M |
+$23.4M |
SJR, HZNP, NATI, LSI, OSH
|
13F-HR |
5/15/2023, 09:00 AM |
Q4 2022 |
33 |
$86.7M |
+$63.7M |
-$87.7M |
-$24M |
HZNP, ATCO, AIMC, MAXR, COUP
|
13F-HR |
2/14/2023, 09:16 AM |
Q3 2022 |
48 |
$110M |
+$75.5M |
-$32.2M |
+$43.3M |
ZEN, GBT, BHVN, AVLR, NLSN
|
13F-HR |
11/14/2022, 12:02 PM |
Q2 2022 |
39 |
$68.3M |
+$40.3M |
-$50M |
-$9.72M |
ZEN, SJR, BHVN, COHR, ACC
|
13F-HR |
8/15/2022, 10:30 AM |
Q1 2022 |
40 |
$84.5M |
+$44.5M |
-$89.7M |
-$45.2M |
CERN, SJR, MNTV, ZEN, MIME
|
13F-HR |
5/16/2022, 09:12 AM |
Q4 2021 |
40 |
$130M |
+$72.6M |
-$66.5M |
+$6.18M |
INFO, XLNX, CERN, NUAN, CONE
|
13F-HR |
2/14/2022, 04:30 PM |
Q3 2021 |
38 |
$114M |
+$65.7M |
-$81.9M |
-$16.1M |
KSU, XLNX, NUAN, INFO, COHR
|
13F-HR |
11/4/2021, 02:12 PM |
Q2 2021 |
40 |
$130M |
+$78.4M |
-$93.3M |
-$14.8M |
MXIM, ALXN, WORK, KSU, NUAN
|
13F-HR |
7/23/2021, 02:32 PM |
Q1 2021 |
48 |
$139M |
+$93M |
-$69.7M |
+$23.3M |
VAR, RP, IPHI, GWPH, WORK
|
13F-HR |
5/4/2021, 02:39 PM |
Q4 2020 |
34 |
$115M |
+$72.6M |
-$34.7M |
+$37.9M |
TIF, ACIA, WORK, VAR, CLGX
|
13F-HR |
2/2/2021, 07:59 PM |
Q3 2020 |
31 |
$73M |
+$57.2M |
-$9.18M |
+$48M |
IMMU, TIF, VAR, NAV, LVGO
|
13F-HR |
10/23/2020, 04:54 PM |
Q2 2020 |
23 |
$23.6M |
+$12.5M |
-$33.9M |
-$21.4M |
TIF, LOGM, ACIA, QGEN, NAV
|
13F-HR |
8/14/2020, 11:59 AM |
Q1 2020 |
22 |
$44.5M |
+$25.4M |
-$24.9M |
+$420K |
AGN, CY, QGEN, FTSV, WBC
|
13F-HR |
4/28/2020, 05:10 PM |
Q4 2019 |
36 |
$45.3M |
+$27M |
-$39.2M |
-$12.2M |
AGN, WCG, SPY, TIF, AXE
|
13F-HR |
2/7/2020, 04:48 PM |
Q3 2019 |
36 |
$55.1M |
+$30.2M |
-$38.7M |
-$8.54M |
CELG, AGN, VSM, ALDR, WCG
|
13F-HR |
10/30/2019, 01:48 PM |
Q2 2019 |
42 |
$63.1M |
+$34M |
-$28M |
+$6.01M |
RHT, CELG, APC, WP, VSM
|
13F-HR |
7/24/2019, 04:28 PM |
Q1 2019 |
40 |
$57M |
+$37.9M |
-$39.3M |
-$1.39M |
RHT, CELG, SPY, DIS, VSM
|
13F-HR |
4/24/2019, 04:35 PM |
Q4 2018 |
24 |
$57.1M |
+$38.6M |
-$129M |
-$90.8M |
SHPG, FOXA, RHT, SPY, ORBK
|
13F-HR |
2/8/2019, 05:55 PM |
Q3 2018 |
78 |
$148M |
+$77.6M |
-$56.1M |
+$21.5M |
AET, COL, ANDV, CA, USG
|
13F-HR |
11/6/2018, 03:18 PM |
Q2 2018 |
68 |
$127M |
+$76.9M |
-$77.2M |
-$257K |
COL, AET, NXPI, FOXA, USG
|
13F-HR |
7/24/2018, 04:04 PM |
Q1 2018 |
73 |
$126M |
+$68.5M |
-$79.9M |
-$11.4M |
AET, MULE, NXPI, TWX, CSRA
|
13F-HR |
5/2/2018, 05:05 PM |
Q4 2017 |
61 |
$141M |
+$74.3M |
-$66.4M |
+$7.97M |
NXPI, AET, SNI, STRP, TWX
|
13F-HR |
2/12/2018, 03:52 PM |
Q3 2017 |
56 |
$134M |
+$64.7M |
-$68.6M |
-$3.83M |
TWX, NXPI, BCR, ALR, SNI
|
13F-HR |
11/2/2017, 03:10 PM |
Q2 2017 |
55 |
$136M |
+$81M |
-$68.6M |
+$12.4M |
RAI, NXPI, TWX, PNRA, BCR
|
13F-HR |
8/11/2017, 01:07 PM |
Q1 2017 |
58 |
$122M |
+$45M |
-$88.2M |
-$43.2M |
RAI, NXPI, WWAV, MON, TWX
|
13F-HR |
5/11/2017, 11:41 AM |
Q4 2016 |
57 |
$163M |
+$127M |
-$80.2M |
+$46.4M |
STJ, RAI, WWAV, NXPI, ENH
|
13F-HR |
2/13/2017, 02:47 PM |
Q3 2016 |
57 |
$116M |
+$63.4M |
-$70.3M |
-$6.86M |
MDVN, LNKD, MEG, FLTX, WWAV
|
13F-HR |
11/14/2016, 09:46 AM |
Q2 2016 |
64 |
$118M |
+$86.4M |
-$67.4M |
+$19.1M |
HOT, MDVN, LNKD, MEG, EMC
|
13F-HR |
8/12/2016, 12:17 PM |
Q1 2016 |
58 |
$101M |
+$61.2M |
-$60.5M |
+$693K |
TWC, HOT, SNDK, CAM, BXLT
|
13F-HR |
5/11/2016, 11:36 AM |
Q4 2015 |
64 |
$98.8M |
+$63.1M |
-$63.2M |
-$106K |
PCP, HNT, CB, TWC, PRE
|
13F-HR |
2/11/2016, 04:27 PM |
Q3 2015 |
67 |
$97.4M |
+$54.8M |
-$55M |
-$112K |
KYTH, PRGO, SPY, PCP, ALTR
|
13F-HR |
11/12/2015, 10:00 AM |
Q2 2015 |
71 |
$102M |
+$63.8M |
-$53.3M |
+$10.5M |
FDO, A309PS, PRGO, ALTR, DRC
|
13F-HR |
8/12/2015, 03:03 PM |
Q1 2015 |
62 |
$90.4M |
+$72.3M |
-$47.4M |
+$24.9M |
SLXP, FDO, PCYC, A309PS, TRW
|
13F-HR |
12/2/2015, 12:37 PM |
Q4 2014 |
51 |
$64.9M |
+$25.5M |
-$65.9M |
-$40.3M |
F113PS, AGN, ROC, AUXL, CBST
|
13F-HR |
2/13/2015, 12:52 PM |
Q3 2014 |
65 |
$102M |
+$58.3M |
-$53.6M |
+$4.77M |
SHPG, TWC, AGN, F113PS, CQB
|
13F-HR |
11/12/2014, 03:40 PM |
Q2 2014 |
70 |
$97.9M |
+$70.4M |
-$31.6M |
+$38.8M |
HSH, FRX, TWC, AGN, F113PS
|
13F-HR |
8/12/2014, 03:08 PM |
Q1 2014 |
55 |
$57.6M |
+$39.2M |
-$46.9M |
-$7.72M |
TWC, JOSB, BEAM, LAMR, ZLC
|
13F-HR |
5/12/2014, 02:38 PM |
Q4 2013 |
62 |
$65.5M |
$0 |
$0 |
|
LIFE, HTSI, MW, LNCOQ, JOSB
|
13F-HR |
2/12/2014, 03:12 PM |