Q3 2020 |
28 |
$174M |
+$15M |
-$55.9M |
-$41M |
DHR, AAPL, AMZN, MSFT, META
|
13F-HR |
11/16/2020, 10:57 AM |
Q2 2020 |
42 |
$206M |
+$43.4M |
-$333M |
-$290M |
DHR, AMZN, MSFT, AAPL, GOOG
|
13F-HR |
8/14/2020, 09:14 AM |
Q1 2020 |
50 |
$446M |
+$207M |
-$152M |
+$54.8M |
TIF, ADSW, AGN, WBC, CY
|
13F-HR |
5/15/2020, 10:05 AM |
Q4 2019 |
41 |
$425M |
+$261M |
-$101M |
+$161M |
WCG, AGN, WBC, CY, ADSW
|
13F-HR |
2/14/2020, 09:34 AM |
Q3 2019 |
34 |
$246M |
+$77.7M |
-$666M |
-$588M |
CELG, MDSO, AGN, WCG, GWR
|
13F-HR |
11/14/2019, 10:12 AM |
Q2 2019 |
40 |
$839M |
+$537M |
-$215M |
+$322M |
WP, LLL, RHT, FDC, WCG
|
13F-HR |
8/14/2019, 10:48 AM |
Q1 2019 |
36 |
$506M |
+$375M |
-$291M |
+$83.9M |
GG, RHT, FDC, ONCE, ULTI
|
13F-HR |
5/15/2019, 10:58 AM |
Q4 2018 |
31 |
$410M |
+$244M |
-$526M |
-$283M |
FOXA, RHT, IMPV, DNB, IDTI
|
13F-HR |
2/14/2019, 12:10 PM |
Q3 2018 |
35 |
$707M |
+$392M |
-$309M |
+$83.2M |
AET, PF, COL, CA, EVHC
|
13F-HR |
11/14/2018, 04:20 PM |
Q2 2018 |
32 |
$620M |
+$370M |
-$423M |
-$53.7M |
COL, NXPI, ORBK, KLXI, KS
|
13F-HR |
8/14/2018, 02:20 PM |
Q1 2018 |
35 |
$673M |
+$429M |
-$368M |
+$61M |
CSRA, OA, MON, KS, AABA
|
13F-HR |
5/15/2018, 10:36 AM |
Q4 2017 |
27 |
$647M |
+$258M |
-$326M |
-$68.3M |
AABA, NXPI, SNI, CPN, AAAP
|
13F-HR |
2/14/2018, 11:23 AM |
Q3 2017 |
27 |
$722M |
+$429M |
-$38.6M |
+$391M |
AABA, ALR, TWX, RICE, NXPI
|
13F-HR |
11/14/2017, 10:36 AM |
Q2 2017 |
22 |
$314M |
+$186M |
-$211M |
-$25.1M |
AABA, NXPI, BRCD, MGI, ALR
|
13F-HR |
8/14/2017, 10:31 AM |
Q1 2017 |
18 |
$337M |
+$123M |
-$95.1M |
+$28.3M |
BOBE, YHOO, NXPI, BRCD, CWEI
|
13F-HR |
5/15/2017, 12:34 PM |
Q4 2016 |
15 |
$276M |
+$82.2M |
-$159M |
-$76.6M |
BOBE, YHOO, BATS, VIAV, NXPI
|
13F-HR |
2/14/2017, 11:34 AM |
Q3 2016 |
19 |
$335M |
+$59.4M |
-$147M |
-$87.3M |
BOBE, YHOO, VA, LNKD, CVT
|
13F-HR |
11/14/2016, 11:29 AM |
Q2 2016 |
26 |
$415M |
+$215M |
-$211M |
+$4.7M |
BOBE, YHOO, HOT, CVT, LNKD
|
13F-HR |
8/15/2016, 12:03 PM |
Q1 2016 |
22 |
$421M |
+$168M |
-$138M |
+$30.9M |
BOBE, YHOO, HOT, SNDK, CVC
|
13F-HR |
5/13/2016, 11:36 AM |
Q4 2015 |
25 |
$320M |
+$128M |
-$232M |
-$104M |
BOBE, ETD, PCP, VIAV, ARG
|
13F-HR |
2/16/2016, 01:54 PM |
Q3 2015 |
32 |
$420M |
+$163M |
-$613M |
-$450M |
BOBE, BKD, ETD, VIAV, TRAK
|
13F-HR |
11/16/2015, 10:57 AM |
Q2 2015 |
43 |
$942M |
+$422M |
-$496M |
-$73.4M |
BOBE, IWM, BKD, CIT, HSP
|
13F-HR |
8/14/2015, 04:11 PM |
Q1 2015 |
37 |
$1.02B |
+$522M |
-$305M |
+$216M |
SPY, IWM, BOBE, BKD, FDO
|
13F-HR |
5/15/2015, 04:14 PM |
Q4 2014 |
34 |
$828M |
+$256M |
-$305M |
-$48.6M |
BOBE, BKD, VC, A309PS, MTOR
|
13F-HR |
2/13/2015, 04:14 PM |
Q3 2014 |
36 |
$866M |
+$518M |
-$98M |
+$420M |
CPWR, BOBE, FDO, A309PS, JDSU
|
13F-HR |
11/14/2014, 11:26 AM |
Q2 2014 |
29 |
$471M |
+$85.3M |
-$181M |
-$96M |
BOBE, CPWR, MTOR, VC, SUNEQ
|
13F-HR |
8/13/2014, 12:32 PM |
Q1 2014 |
28 |
$548M |
+$211M |
-$144M |
+$67.5M |
CPWR, BOBE, VC, BEAM, EQIX
|
13F-HR |
5/1/2014, 12:11 PM |
Q4 2013 |
27 |
$484M |
$0 |
$0 |
|
BOBE, CPWR, LIFE, VC, EQIX
|
13F-HR |
2/11/2014, 06:39 PM |