Q3 2024 |
12 |
$85.6M |
+$48.2M |
-$47.1M |
+$1.08M |
JNPR, EDR, HES, SMAR, SRCL
|
13F-HR |
11/14/2024, 04:23 PM |
Q2 2024 |
12 |
$82.9M |
+$38.1M |
-$41.3M |
-$3.2M |
EDR, CERE, HES, X, HCP
|
13F-HR |
8/14/2024, 04:08 PM |
Q1 2024 |
9 |
$86.1M |
+$58.7M |
-$64.2M |
-$5.51M |
EDR, PXD, X, SWAV, CERE
|
13F-HR |
5/15/2024, 04:04 PM |
Q4 2023 |
8 |
$92.5M |
+$89.4M |
-$328M |
-$239M |
KRTX, X, CERE, SPLK, EDR
|
13F-HR |
2/14/2024, 04:39 PM |
Q3 2023 |
6 |
$331M |
+$217M |
-$27M |
+$190M |
ATVI, HZNP, SGEN, VMW, SIMO
|
13F-HR |
11/14/2023, 04:17 PM |
Q2 2023 |
8 |
$128M |
+$85M |
-$140M |
-$54.7M |
HZNP, SGEN, ISEE, DICE, NATI
|
13F-HR |
8/14/2023, 04:16 PM |
Q1 2023 |
8 |
$181M |
+$140M |
-$68.1M |
+$71.9M |
SJR, HZNP, NATI, LSI, OSH
|
13F-HR |
5/15/2023, 04:00 PM |
Q4 2022 |
14 |
$110M |
+$66.1M |
-$168M |
-$102M |
HZNP, AAWW, LHCG, SJR, SGFY
|
13F-HR |
2/14/2023, 04:30 PM |
Q3 2022 |
19 |
$207M |
+$169M |
-$32.6M |
+$137M |
ZEN, GBT, CHNG, SJR, TWTR
|
13F-HR |
11/14/2022, 04:32 PM |
Q2 2022 |
14 |
$75.2M |
+$58.5M |
-$108M |
-$49.5M |
SJR, COHR, SWX, ZEN, ATVI
|
13F-HR |
8/15/2022, 04:00 PM |
Q1 2022 |
16 |
$127M |
+$108M |
-$142M |
-$33.7M |
PLAN, CERN, NLSN, VNE, T
|
13F-HR |
5/16/2022, 04:00 PM |
Q4 2021 |
9 |
$161M |
+$120M |
-$114M |
+$6M |
XLNX, ATH, INFO, NUAN, CERN
|
13F-HR |
2/14/2022, 04:58 PM |
Q3 2021 |
16 |
$146M |
+$118M |
-$237M |
-$118M |
KSU, WTW, XLNX, ADI, STMP
|
13F-HR |
11/15/2021, 04:22 PM |
Q2 2021 |
18 |
$265M |
+$155M |
-$58.5M |
+$96.3M |
WORK, ALXN, MXIM, XLNX, KSU
|
13F-HR |
8/16/2021, 04:14 PM |
Q1 2021 |
19 |
$156M |
+$116M |
-$97M |
+$19.2M |
WORK, ALXN, RP, IPHI, GWPH
|
13F-HR |
5/17/2021, 04:00 PM |
Q4 2020 |
10 |
$141M |
+$106M |
-$102M |
+$4.64M |
TIF, WORK, XLNX, ACIA, CLGX
|
13F-HR |
2/16/2021, 05:08 PM |
Q3 2020 |
13 |
$135M |
+$109M |
-$18.1M |
+$90.4M |
LVGO, IMMU, TIF, NAV, MNTA
|
13F-HR |
11/16/2020, 04:03 PM |
Q2 2020 |
7 |
$47M |
+$33.5M |
-$151M |
-$118M |
TIF, PTLA, FSCT, ACIA, BMYRT
|
13F-HR |
8/14/2020, 04:42 PM |
Q1 2020 |
10 |
$166M |
+$114M |
-$99.5M |
+$14.2M |
AGN, CY, TIF, MLNX, RARX
|
13F-HR |
5/15/2020, 04:13 PM |
Q4 2019 |
11 |
$154M |
+$108M |
-$119M |
-$11.8M |
AGN, TIF, ZAYO, QGEN, MDCO
|
13F-HR |
2/14/2020, 04:33 PM |
Q3 2019 |
9 |
$161M |
+$59.4M |
-$170M |
-$110M |
CELG, ONCE, ZAYO, AGN, MLNX
|
13F-HR |
11/14/2019, 04:04 PM |
Q2 2019 |
11 |
$269M |
+$160M |
-$34.7M |
+$126M |
RHT, APC, ONCE, CELG, ZAYO
|
13F-HR |
8/14/2019, 04:10 PM |
Q1 2019 |
9 |
$146M |
+$109M |
-$112M |
-$2.78M |
RHT, CVS, MLNX, CELG, IDTI
|
13F-HR |
5/15/2019, 04:01 PM |
Q4 2018 |
11 |
$155M |
+$152M |
-$199M |
-$47.2M |
SHPG, CVS, ORBK, ARRS, UTX
|
13F-HR |
2/14/2019, 04:14 PM |
Q3 2018 |
9 |
$204M |
+$83.8M |
-$171M |
-$87.1M |
AET, COL, ESRX, NXPI, FOXA
|
13F-HR |
11/14/2018, 04:16 PM |
Q2 2018 |
10 |
$311M |
+$69.5M |
-$219M |
-$150M |
NXPI, AET, AABA, AKRXQ, ESRX
|
13F-HR |
8/14/2018, 04:19 PM |
Q1 2018 |
14 |
$465M |
+$86M |
-$155M |
-$69.4M |
AET, NXPI, AABA, AKRXQ, TWX
|
13F-HR |
5/15/2018, 04:03 PM |
Q4 2017 |
11 |
$581M |
+$204M |
-$253M |
-$48.6M |
AABA, AKRXQ, AET, TWX, NXPI
|
13F-HR |
2/14/2018, 09:26 AM |
Q3 2017 |
19 |
$630M |
+$254M |
-$234M |
+$19.8M |
AABA, ALR, TWX, MON, AKRXQ
|
13F-HR |
11/14/2017, 02:05 PM |
Q2 2017 |
14 |
$569M |
+$324M |
-$291M |
+$32.8M |
AABA, ALR, MBBYF, RAI, MON
|
13F-HR |
8/14/2017, 04:48 PM |
Q1 2017 |
16 |
$512M |
+$149M |
-$229M |
-$79.5M |
YHOO, NXPI, RAI, MBBYF, ALR
|
13F-HR |
5/15/2017, 04:02 PM |
Q4 2016 |
12 |
$552M |
+$266M |
-$198M |
+$68M |
STJ, YHOO, NXPI, ALR, RAI
|
13F-HR |
2/14/2017, 04:56 PM |
Q3 2016 |
14 |
$507M |
+$270M |
-$185M |
+$85.1M |
LNKD, YHOO, STJ, ALR, MON
|
13F-HR |
11/14/2016, 05:05 PM |
Q2 2016 |
16 |
$413M |
+$209M |
-$503M |
-$294M |
LNKD, ALR, YHOO, AKRXQ, EMC
|
13F-HR |
8/15/2016, 04:03 PM |
Q1 2016 |
24 |
$701M |
+$384M |
-$236M |
+$147M |
TWC, BXLT, SNDK, AKRXQ, VER
|
13F-HR |
5/16/2016, 04:17 PM |
Q4 2015 |
23 |
$568M |
+$214M |
-$163M |
+$51.2M |
TWC, AKRXQ, PRGO, VER, PCP
|
13F-HR |
2/16/2016, 04:36 PM |
Q3 2015 |
23 |
$500M |
+$355M |
-$314M |
+$40.8M |
ALTR, VER, TWC, HTZ, PRGO
|
13F-HR |
11/16/2015, 04:23 PM |
Q2 2015 |
20 |
$472M |
+$207M |
-$419M |
-$212M |
A309PS, T104PS, ALTR, HTZ, CTRX
|
13F-HR |
8/14/2015, 04:29 PM |
Q1 2015 |
16 |
$703M |
+$461M |
-$250M |
+$211M |
SLXP, T104PS, A309PS, TWC, PCYC
|
13F-HR |
5/15/2015, 04:02 PM |
Q4 2014 |
9 |
$485M |
+$185M |
-$103M |
+$81.7M |
T104PS, F113PS, TWC, HTZ, B108PS
|
13F-HR |
2/17/2015, 09:21 AM |
Q3 2014 |
11 |
$433M |
+$170M |
-$216M |
-$45.7M |
T104PS, LAMR, HTZ, TWC, B108PS
|
13F-HR |
11/13/2014, 04:19 PM |
Q2 2014 |
15 |
$498M |
+$196M |
-$154M |
+$42.4M |
T104PS, FRX, HTZ, F113PS, LAMR
|
13F-HR |
8/13/2014, 05:01 PM |
Q1 2014 |
16 |
$451M |
+$288M |
-$271M |
+$17.5M |
T104PS, HTZ, MCK, LAMR, KN
|
13F-HR |
5/14/2014, 04:11 PM |
Q4 2013 |
19 |
$433M |
$0 |
$0 |
|
COLE, HTZ, APC, LNCOQ, MBI
|
13F-HR |
2/13/2014, 04:03 PM |