Q3 2024 |
47 |
$741M |
+$29.9M |
-$40.6M |
-$10.7M |
NVDA, AMZN, AAPL, MSFT, V
|
13F-HR |
10/21/2024, 02:20 PM |
Q2 2024 |
48 |
$715M |
+$164M |
-$45M |
+$119M |
NVDA, AMZN, AAPL, MSFT, GOOG
|
13F-HR |
7/16/2024, 12:09 PM |
Q1 2024 |
47 |
$669M |
+$21.9M |
-$73.5M |
-$51.6M |
NVDA, AMZN, AAPL, MSFT, V
|
13F-HR |
5/23/2024, 04:47 PM |
Q4 2023 |
43 |
$640M |
+$5.76M |
-$7.76M |
-$2M |
NVDA, AAPL, AMZN, MSFT, V
|
13F-HR |
1/31/2024, 10:34 AM |
Q3 2023 |
42 |
$571M |
+$30.2M |
-$30.9M |
-$699K |
NVDA, AAPL, AMZN, TSLA, MSFT
|
13F-HR |
10/30/2023, 11:36 AM |
Q2 2023 |
43 |
$581M |
+$33.8M |
-$47.4M |
-$13.7M |
AAPL, NVDA, AMZN, TSLA, MSFT
|
13F-HR |
7/25/2023, 11:27 AM |
Q1 2023 |
54 |
$514M |
+$40.4M |
-$33.9M |
+$6.48M |
AAPL, NVDA, AMZN, MSFT, TSLA
|
13F-HR |
4/26/2023, 02:01 PM |
Q4 2022 |
53 |
$434M |
+$23.9M |
-$7.65M |
+$16.2M |
AAPL, AMZN, NVDA, MSFT, GOOG
|
13F-HR |
1/24/2023, 03:51 PM |
Q3 2022 |
57 |
$417M |
+$51.1M |
-$39.2M |
+$11.9M |
AAPL, AMZN, NVDA, MSFT, TSLA
|
13F-HR |
10/25/2022, 08:35 AM |
Q2 2022 |
63 |
$458M |
+$62.9M |
-$17.4M |
+$45.5M |
AAPL, AMZN, NVDA, MSFT, GOOG
|
13F-HR |
7/12/2022, 04:29 PM |
Q1 2022 |
71 |
$557M |
+$28.4M |
-$40.8M |
-$12.5M |
AAPL, AMZN, NVDA, GOOG, MSFT
|
13F-HR |
4/14/2022, 09:38 AM |
Q4 2021 |
76 |
$607M |
+$25.6M |
-$14.8M |
+$10.8M |
AAPL, AMZN, NVDA, MSFT, GOOG
|
13F-HR |
1/14/2022, 01:39 PM |
Q3 2021 |
72 |
$535M |
+$46.3M |
-$18.6M |
+$27.7M |
AMZN, AAPL, NVDA, GOOG, MSFT
|
13F-HR |
10/26/2021, 04:36 PM |
Q2 2021 |
76 |
$537M |
+$37M |
-$38.1M |
-$1.05M |
AMZN, AAPL, NVDA, MSFT, GOOG
|
13F-HR |
7/15/2021, 01:57 PM |
Q1 2021 |
66 |
$479M |
+$30.2M |
-$25.2M |
+$5.07M |
AMZN, AAPL, NVDA, MSFT, GOOG
|
13F-HR |
4/15/2021, 11:13 AM |
Q4 2020 |
60 |
$481M |
+$58.8M |
-$6.4M |
+$52.4M |
AAPL, AMZN, NVDA, MSFT, GOOG
|
13F-HR |
1/27/2021, 10:24 AM |
Q3 2020 |
47 |
$395M |
+$41.9M |
-$21.2M |
+$20.6M |
AMZN, AAPL, NVDA, MSFT, ADBE
|
13F-HR |
11/2/2020, 11:17 AM |
Q2 2020 |
49 |
$361M |
+$50.2M |
-$55.9M |
-$5.71M |
AMZN, AAPL, NVDA, MSFT, GOOG
|
13F-HR |
7/22/2020, 10:55 AM |
Q1 2020 |
41 |
$284M |
+$4.34M |
-$36M |
-$31.6M |
AMZN, AAPL, NVDA, GOOG, DPZ
|
13F-HR |
5/6/2020, 12:11 PM |
Q4 2019 |
45 |
$346M |
+$10.2M |
-$4.08M |
+$6.12M |
AAPL, AMZN, V, NVDA, GOOG
|
13F-HR |
1/29/2020, 09:48 AM |
Q3 2019 |
46 |
$295M |
+$9.19M |
-$10.5M |
-$1.29M |
AAPL, AMZN, V, GOOG, BKNG
|
13F-HR |
10/23/2019, 11:51 AM |
Q2 2019 |
47 |
$297M |
+$14.6M |
-$29.3M |
-$14.7M |
AAPL, AMZN, V, MA, BKNG
|
13F-HR |
7/30/2019, 09:34 PM |
Q1 2019 |
51 |
$293M |
+$10.9M |
-$25.1M |
-$14.2M |
AAPL, AMZN, V, NVDA, MA
|
13F-HR |
4/29/2019, 11:11 AM |
Q4 2018 |
51 |
$262M |
+$11.1M |
-$2.19M |
+$8.96M |
AAPL, AMZN, V, BKNG, GOOG
|
13F-HR |
1/17/2019, 10:34 AM |
Q3 2018 |
47 |
$321M |
+$6.11M |
-$2.59M |
+$3.52M |
AAPL, AMZN, NVDA, V, BKNG
|
13F-HR |
10/23/2018, 12:05 PM |
Q2 2018 |
48 |
$290M |
+$14.8M |
-$10.8M |
+$3.97M |
AAPL, AMZN, NVDA, V, GOOG
|
13F-HR |
7/24/2018, 10:19 AM |
Q1 2018 |
51 |
$266M |
+$36.4M |
-$41.9M |
-$5.56M |
AAPL, AMZN, NVDA, V, BKNG
|
13F-HR |
4/24/2018, 01:21 PM |
Q4 2017 |
52 |
$258M |
+$27.6M |
-$14.5M |
+$13.1M |
AAPL, AMZN, NVDA, V, PCLN
|
13F-HR |
1/29/2018, 09:58 AM |
Q3 2017 |
43 |
$230M |
+$5.43M |
-$3.9M |
+$1.53M |
AAPL, AMZN, V, NVDA, PCLN
|
13F-HR |
10/17/2017, 12:52 PM |
Q2 2017 |
45 |
$214M |
+$17.2M |
-$30M |
-$12.8M |
AAPL, AMZN, V, PCLN, NVDA
|
13F-HR |
7/31/2017, 11:45 AM |
Q1 2017 |
54 |
$216M |
+$37.2M |
-$25.2M |
+$12M |
AAPL, AMZN, PCLN, V, IJH
|
13F-HR |
4/25/2017, 01:57 PM |
Q4 2016 |
52 |
$186M |
+$53.7M |
-$10.4M |
+$43.3M |
AAPL, TJX, IJH, V, BRKB
|
13F-HR |
2/1/2017, 12:07 PM |
Q3 2016 |
39 |
$145M |
+$37.3M |
-$13.9M |
+$23.4M |
AAPL, TJX, AMZN, V, PCLN
|
13F-HR |
10/24/2016, 11:29 AM |
Q2 2016 |
35 |
$113M |
+$13.9M |
-$5.03M |
+$8.85M |
AAPL, TJX, BRKB, V, META
|
13F-HR |
7/27/2016, 02:56 PM |
Q1 2016 |
31 |
$107M |
+$6.06M |
-$29.2M |
-$23.1M |
AAPL, TJX, BRKB, V, META
|
13F-HR |
4/20/2016, 10:10 AM |
Q4 2015 |
32 |
$129M |
+$12.4M |
-$20.2M |
-$7.74M |
AAPL, TJX, AMZN, BRKB, V
|
13F-HR |
1/26/2016, 10:02 AM |
Q3 2015 |
32 |
$130M |
+$7.99M |
-$37M |
-$29M |
AAPL, TJX, BRKB, AMZN, V
|
13F-HR |
10/27/2015, 01:36 PM |
Q2 2015 |
42 |
$166M |
+$18.3M |
-$27.9M |
-$9.59M |
AAPL, TJX, BRKB, V, AMZN
|
13F-HR |
7/21/2015, 11:14 AM |
Q1 2015 |
45 |
$176M |
+$23.2M |
-$39.3M |
-$16M |
AAPL, TJX, BRKB, XTN, V
|
13F-HR |
6/3/2015, 10:51 AM |
Q4 2014 |
52 |
$189M |
+$27.8M |
-$15.3M |
+$12.5M |
AAPL, TJX, BRKB, V, XLV
|
13F-HR |
1/30/2015, 11:12 AM |
Q3 2014 |
53 |
$168M |
+$8.68M |
-$29.4M |
-$20.7M |
AAPL, BRKB, TJX, V, FAST
|
13F-HR |
10/22/2014, 10:18 AM |
Q2 2014 |
65 |
$187M |
+$47.4M |
-$23.8M |
+$23.6M |
AAPL, BRKB, TJX, FAST, MCF
|
13F-HR |
7/29/2014, 11:03 AM |
Q1 2014 |
62 |
$189M |
+$17.7M |
-$33M |
-$15.4M |
AAPL, TJX, BRKB, GOOGL, PKW
|
Restatement |
4/2/2014, 12:40 PM |
Q4 2013 |
65 |
$209M |
$0 |
$0 |
|
AAPL, TJX, BRKB, FDS, GOOGL
|
13F-HR |
1/13/2014, 02:47 PM |