| Q4 2023 |
0 |
$0 |
$0 |
-$425,077,039 |
-$425,077,039 |
|
13F-HR |
18 Jan 2024, 09:09 |
| Q3 2023 |
266 |
$425,006,793 |
+$59,245,842 |
-$441,670,056 |
-$382,424,214 |
MIDDLEBY CORP, AKAMAI TECHNOLOGIES INC, IVCB, STRIDE INC, SPOTIFY USA INC
|
13F-HR |
14 Nov 2023, 16:01 |
| Q2 2023 |
384 |
$805,727,646 |
+$144,852,104 |
-$248,058,513 |
-$103,206,409 |
MIDDLEBY CORP, MERCADOLIBRE INC, AKAMAI TECHNOLOGIES INC, LUMENTUM HLDGS INC, HWEL
|
13F-HR |
14 Aug 2023, 16:01 |
| Q1 2023 |
462 |
$908,011,865 |
+$195,409,181 |
-$461,391,915 |
-$265,982,734 |
MERCADOLIBRE INC, MIDDLEBY CORP, AKAMAI TECHNOLOGIES INC, LUMENTUM HLDGS INC, HWEL
|
13F-HR |
15 May 2023, 16:01 |
| Q4 2022 |
535 |
$1,134,811,745 |
+$316,053,114 |
-$981,402,301 |
-$665,349,187 |
PALO ALTO NETWORKS INC, MIDDLEBY CORP, MERCADOLIBRE INC, LUMENTUM HLDGS INC, HWEL
|
13F-HR |
14 Feb 2023, 16:04 |
| Q3 2022 |
687 |
$1,807,223,000 |
+$353,207,825 |
-$392,619,697 |
-$39,411,872 |
DICKS SPORTING GOODS INC, PALO ALTO NETWORKS INC, MIDDLEBY CORP, LUMENTUM HLDGS INC, HWEL
|
13F-HR |
14 Nov 2022, 16:01 |
| Q2 2022 |
673 |
$1,826,750,000 |
+$196,695,619 |
-$260,750,288 |
-$64,054,669 |
DICKS SPORTING GOODS INC, PALO ALTO NETWORKS INC, MIDDLEBY CORP, LUMENTUM HLDGS INC, AKAMAI TECHNOLOGIES INC
|
13F-HR |
15 Aug 2022, 16:02 |
| Q1 2022 |
683 |
$1,977,915,000 |
+$245,047,133 |
-$215,219,155 |
+$29,827,978 |
PALO ALTO NETWORKS INC, AMERICAN EAGLE OUTFITTERS IN, MIDDLEBY CORP, MERCADOLIBRE INC, BLOCK INC
|
13F-HR |
16 May 2022, 16:01 |
| Q4 2021 |
695 |
$2,011,570,000 |
+$725,043,619 |
-$427,980,483 |
+$297,063,136 |
AMERICAN EAGLE OUTFITTERS IN, BLOCK INC, MERCADOLIBRE INC, SNAP INC, PALO ALTO NETWORKS INC
|
13F-HR |
14 Feb 2022, 16:07 |
| Q3 2021 |
648 |
$1,771,555,000 |
+$379,888,063 |
-$361,172,385 |
+$18,715,678 |
SQUARE INC, SNAP INC, MERCADOLIBRE INC, CREE INC, AMERICAN EAGLE OUTFITTERS IN
|
13F-HR |
15 Nov 2021, 16:01 |
| Q2 2021 |
660 |
$1,789,642,000 |
+$601,529,161 |
-$536,186,313 |
+$65,342,848 |
SNAP INC, MERCADOLIBRE INC, AMERICAN EAGLE OUTFITTERS IN, CREE INC, ZYNGA INC
|
13F-HR |
16 Aug 2021, 16:05 |
| Q1 2021 |
557 |
$1,716,803,000 |
+$893,674,972 |
-$783,501,696 |
+$110,173,276 |
TWILIO INC, MERCADOLIBRE INC, SPLUNK INC, ZYNGA INC, CHEGG INC
|
13F-HR |
17 May 2021, 16:27 |
| Q4 2020 |
285 |
$1,642,893,000 |
+$907,315,098 |
-$754,295,055 |
+$153,020,043 |
TWILIO INC, MERCADOLIBRE INC, SEA LTD, TERADYNE INC, SPLUNK INC
|
13F-HR |
16 Feb 2021, 16:01 |
| Q3 2020 |
184 |
$1,301,737,000 |
+$516,194,935 |
-$564,318,087 |
-$48,123,152 |
TESLA INC, TWILIO INC, SQUARE INC, MERCADOLIBRE INC, TERADYNE INC
|
13F-HR |
20 Oct 2020, 15:16 |
| Q2 2020 |
148 |
$1,167,458,000 |
+$591,142,730 |
-$172,580,505 |
+$418,562,225 |
SERVICENOW INC, TESLA INC, MERCADOLIBRE INC, TWILIO INC, SQUARE INC
|
13F-HR |
03 Aug 2020, 16:52 |
| Q1 2020 |
124 |
$612,855,000 |
+$330,862,323 |
-$93,638,732 |
+$237,223,591 |
SERVICENOW INC, CYPRESS SEMICONDUCTOR CORP, TERADYNE INC, SQUARE INC, WORKDAY INC
|
13F-HR |
21 Apr 2020, 11:12 |
| Q4 2019 |
92 |
$432,711,000 |
+$85,474,390 |
-$65,236,412 |
+$20,237,978 |
MICROCHIP TECHNOLOGY INC, WORKDAY INC, CYPRESS SEMICONDUCTOR CORP, CAESARS ENTMT CORP, SERVICENOW INC
|
13F-HR |
31 Jan 2020, 11:50 |
| Q3 2019 |
83 |
$386,329,000 |
+$52,120,412 |
-$40,989,291 |
+$11,131,121 |
MICROCHIP TECHNOLOGY INC, WORKDAY INC, CYPRESS SEMICONDUCTOR CORP, CAESARS ENTMT CORP, ISIS PHARMACEUTICALS INC DEL
|
13F-HR |
04 Nov 2019, 17:14 |
| Q2 2019 |
84 |
$375,810,000 |
+$104,673,844 |
-$53,040,742 |
+$51,633,102 |
MICROCHIP TECHNOLOGY INC, WORKDAY INC, CYPRESS SEMICONDUCTOR CORP, CAESARS ENTMT CORP, MICRON TECHNOLOGY INC
|
13F-HR |
23 Jul 2019, 16:38 |
| Q1 2019 |
76 |
$323,242,000 |
+$115,998,846 |
-$97,204,909 |
+$18,793,937 |
MICROCHIP TECHNOLOGY INC, WORKDAY INC, MICRON TECHNOLOGY INC, HERBALIFE LTD, ISIS PHARMACEUTICALS INC DEL
|
Restatement |
08 May 2019, 14:15 |
| Q4 2018 |
66 |
$271,472,000 |
+$27,865,894 |
-$103,448,012 |
-$75,582,118 |
MICRON TECHNOLOGY INC, MICROCHIP TECHNOLOGY INC, TESARO INC, STARWOOD WAYPOINT RESIDENTL, THERAVANCE BIOPHARMA INC
|
13F-HR |
23 Jan 2019, 18:27 |
| Q3 2018 |
68 |
$396,088,000 |
+$27,633,481 |
-$471,489,140 |
-$443,855,659 |
MICRON TECHNOLOGY INC, MICROCHIP TECHNOLOGY INC, CIENA CORP, CTRIP COM INTL LTD, STARWOOD WAYPOINT RESIDENTL
|
13F-HR |
22 Oct 2018, 16:38 |
| Q2 2018 |
68 |
$887,542,000 |
+$77,576,878 |
-$525,928,072 |
-$448,351,194 |
MICRON TECHNOLOGY INC, MICRON TECHNOLOGY INC, MICROCHIP TECHNOLOGY INC, STARWOOD WAYPOINT RESIDENTL, TESARO INC
|
13F-HR |
18 Jul 2018, 13:25 |
| Q1 2018 |
73 |
$1,336,483,000 |
+$81,805,035 |
-$99,763,173 |
-$17,958,138 |
VERISIGN INC, MICRON TECHNOLOGY INC, MICRON TECHNOLOGY INC, MICROCHIP TECHNOLOGY INC, TESARO INC
|
13F-HR |
10 May 2018, 17:14 |
| Q4 2017 |
69 |
$1,228,054,000 |
+$248,971,925 |
-$32,293,050 |
+$216,678,875 |
VeriSign Inc, Micron Technology Inc, Micron Technology Inc, TESARO Inc, Microchip Technology Inc
|
Restatement |
16 Mar 2018, 15:05 |
| Q3 2017 |
41 |
$996,611,000 |
+$9,664,000 |
-$77,473,549 |
-$67,809,549 |
VeriSign Inc, Micron Technology Inc, Micron Technology Inc, TESARO Inc, Microchip Technology Inc
|
13F-HR |
15 Nov 2017, 14:20 |
| Q2 2017 |
50 |
$931,645,000 |
+$42,985,902 |
-$162,107,725 |
-$119,121,823 |
VeriSign Inc, Micron Technology Inc, Micron Technology Inc, TESARO Inc, Microchip Technology Inc
|
13F-HR |
03 Aug 2017, 16:32 |
| Q1 2017 |
60 |
$1,003,321,000 |
+$39,548,444 |
-$173,401,610 |
-$133,853,166 |
VeriSign Inc, Micron Technology Inc, Micron Technology Inc, TESARO Inc, Mentor Graphics Corp
|
13F-HR |
15 May 2017, 09:40 |
| Q4 2016 |
70 |
$1,008,410,000 |
+$89,080,888 |
-$101,943,725 |
-$12,862,837 |
VeriSign Inc, Micron Technology Inc, Micron Technology Inc, TESARO Inc, PNCWS
|
13F-HR |
14 Feb 2017, 09:37 |
| Q3 2016 |
73 |
$931,168,000 |
+$34,398,308 |
-$254,438,654 |
-$220,040,346 |
VeriSign Inc, Micron Technology Inc, Micron Technology Inc, TESARO Inc, Cemex SAB de CV
|
13F-HR |
14 Nov 2016, 10:33 |
| Q2 2016 |
77 |
$1,101,743,000 |
+$41,485,528 |
-$203,442,382 |
-$161,956,854 |
VeriSign Inc, Tesla Motors Inc, Micron Technology Inc, WESCO International Inc, Micron Technology Inc
|
13F-HR |
15 Aug 2016, 11:08 |
| Q1 2016 |
85 |
$1,230,292,000 |
+$153,555,248 |
-$128,158,791 |
+$25,396,457 |
VeriSign Inc, Tesla Motors Inc, Micron Technology Inc, SanDisk Corp, WESCO International Inc
|
13F-HR |
12 May 2016, 18:02 |
| Q4 2015 |
79 |
$1,259,514,000 |
+$209,761,392 |
-$156,124,993 |
+$53,636,399 |
VeriSign Inc, Tesla Motors Inc, Micron Technology Inc, SanDisk Corp, WESCO International Inc
|
13F-HR |
16 Feb 2016, 06:44 |
| Q3 2015 |
81 |
$1,210,689,000 |
+$118,080,735 |
-$303,252,802 |
-$185,172,067 |
VeriSign Inc, Tesla Motors Inc, Micron Technology Inc, JetBlue Airways Corp, Cemex SAB de CV
|
13F-HR |
16 Nov 2015, 11:01 |
| Q2 2015 |
81 |
$1,570,102,000 |
+$241,362,144 |
-$416,360,381 |
-$174,998,237 |
Micron Technology Inc, Tesla Motors Inc, Mylan Inc/PA, VeriSign Inc, Electronic Arts Inc
|
13F-HR |
13 Aug 2015, 09:23 |
| Q1 2015 |
79 |
$1,756,463,000 |
+$356,249,867 |
-$362,509,429 |
-$6,259,562 |
Micron Technology Inc, United Therapeutics Corp, Mylan Inc, Cadence Design Systems Inc, Micron Technology Inc
|
13F-HR |
13 May 2015, 10:10 |
| Q4 2014 |
80 |
$1,849,813,000 |
+$440,690,058 |
-$139,046,377 |
+$301,643,681 |
Micron Technology Inc, SanDisk Corp, Microchip Technology Inc, Micron Technology Inc, Cadence Design Systems Inc
|
13F-HR |
12 Feb 2015, 09:42 |
| Q3 2014 |
73 |
$1,524,544,000 |
+$371,021,913 |
-$263,447,943 |
+$107,573,970 |
Microchip Technology Inc, Cemex SAB de CV, Micron Technology Inc, Micron Technology Inc, United Therapeutics Corp
|
13F-HR |
14 Nov 2014, 10:11 |
| Q2 2014 |
81 |
$1,450,067,000 |
+$301,918,583 |
-$717,894,781 |
-$415,976,198 |
Microchip Technology Inc, Cemex SAB de CV, United Rentals Inc, Micron Technology Inc, WESCO Intl Inc
|
13F-HR |
14 Aug 2014, 10:32 |
| Q1 2014 |
87 |
$1,801,913,000 |
+$198,319,494 |
-$429,182,610 |
-$230,863,116 |
Alliance Data Systems Corp, Microchip Technology Inc, Priceline Com Inc, Cemex SAB de CV, United Rentals Inc
|
13F-HR |
14 May 2014, 09:17 |
| Q4 2013 |
87 |
$1,917,916,000 |
$0 |
$0 |
$0 |
Alliance Data Systems Corp, Microchip Technology Inc, Teradyne Inc, Priceline com Inc, WESCO International Inc
|
13F-HR |
14 Feb 2014, 10:58 |