Q3 2024 |
224 |
$1.92B |
+$223M |
-$327M |
-$104M |
FTAI, FRPT, CRS, VRNS, CRDO
|
13F-HR |
10/29/2024, 04:04 PM |
Q2 2024 |
223 |
$1.91B |
+$203M |
-$304M |
-$101M |
FTAI, FRPT, CRS, CRDO, TMDX
|
13F-HR |
8/6/2024, 04:15 PM |
Q1 2024 |
229 |
$1.92B |
+$215M |
-$331M |
-$116M |
SMCI, FRPT, FTAI, VRNS, CRS
|
13F-HR |
5/8/2024, 09:49 AM |
Q4 2023 |
240 |
$1.89B |
+$206M |
-$220M |
-$14.2M |
ACAD, CRS, FRPT, VRNS, IMGN
|
13F-HR |
2/5/2024, 01:13 PM |
Q3 2023 |
236 |
$1.66B |
+$196M |
-$228M |
-$32.6M |
CRS, GTLS, SMCI, SMPL, CHDN
|
13F-HR |
10/26/2023, 06:10 PM |
Q2 2023 |
237 |
$1.84B |
+$324M |
-$298M |
+$26.4M |
SMCI, CHDN, CRS, ACAD, GTLS
|
13F-HR |
8/10/2023, 10:37 AM |
Q1 2023 |
217 |
$1.69B |
+$246M |
-$239M |
+$7.25M |
CHDN, LNTH, SMCI, FOUR, SMPL
|
13F-HR |
5/4/2023, 10:35 AM |
Q4 2022 |
219 |
$1.61B |
+$204M |
-$272M |
-$68.4M |
SMPL, SMCI, MTSI, CHDN, MMSI
|
13F-HR |
2/3/2023, 03:28 PM |
Q3 2022 |
214 |
$1.58B |
+$205M |
-$349M |
-$145M |
GTLS, PLMR, SMPL, SMCI, PPBI
|
13F-HR |
10/25/2022, 02:46 PM |
Q2 2022 |
211 |
$1.73B |
+$218M |
-$274M |
-$55.8M |
GTLS, SMPL, PRFT, UTHR, PPBI
|
13F-HR |
7/29/2022, 03:11 PM |
Q1 2022 |
208 |
$2.26B |
+$200M |
-$469M |
-$269M |
RPD, GTLS, CHDN, PRKS, SMPL
|
13F-HR |
4/29/2022, 03:49 PM |
Q4 2021 |
216 |
$2.83B |
+$350M |
-$443M |
-$92.3M |
MTSI, RPD, CHDN, GTLS, SMPL
|
13F-HR |
2/2/2022, 09:57 AM |
Q3 2021 |
207 |
$2.89B |
+$251M |
-$388M |
-$138M |
GTLS, RPD, MTSI, FRPT, VRNS
|
13F-HR |
10/28/2021, 01:47 PM |
Q2 2021 |
217 |
$3.05B |
+$310M |
-$349M |
-$38.6M |
FRPT, RPD, MTSI, VRNS, GTLS
|
13F-HR |
7/29/2021, 04:35 PM |
Q1 2021 |
207 |
$3.01B |
+$545M |
-$508M |
+$36.9M |
FRPT, NEO, CHDN, MTSI, GTLS
|
13F-HR |
4/29/2021, 04:09 PM |
Q4 2020 |
226 |
$2.87B |
+$618M |
-$536M |
+$81.6M |
CHGG, NEO, FRPT, RPD, VRNS
|
13F-HR |
1/29/2021, 03:36 PM |
Q3 2020 |
313 |
$2.26B |
+$379M |
-$387M |
-$8.24M |
FRPT, CHGG, CHDN, NEO, VRNS
|
13F-HR |
10/28/2020, 03:35 PM |
Q2 2020 |
310 |
$2.12B |
+$349M |
-$317M |
+$32.5M |
CHGG, FRPT, HZNP, TREX, CHDN
|
13F-HR |
7/28/2020, 10:01 AM |
Q1 2020 |
217 |
$1.6B |
+$225M |
-$570M |
-$345M |
CHGG, FRPT, TREX, NEO, HZNP
|
13F-HR |
4/30/2020, 03:29 PM |
Q4 2019 |
287 |
$2.45B |
+$365M |
-$401M |
-$35.8M |
CHGG, TREX, FRPT, PLNT, HZNP
|
13F-HR |
1/29/2020, 11:58 AM |
Q3 2019 |
204 |
$2.26B |
+$171M |
-$263M |
-$92.6M |
TREX, CHGG, FIVE, CIEN, FRPT
|
13F-HR |
10/31/2019, 03:12 PM |
Q2 2019 |
203 |
$2.52B |
+$259M |
-$314M |
-$54.7M |
CHGG, RPD, TREX, PLNT, KTOS
|
13F-HR |
7/31/2019, 01:42 PM |
Q1 2019 |
213 |
$2.49B |
+$297M |
-$314M |
-$17.1M |
CHGG, PLNT, FIVE, RPD, TREX
|
13F-HR |
5/1/2019, 10:17 AM |
Q4 2018 |
214 |
$2.14B |
+$329M |
-$532M |
-$203M |
CHGG, CIEN, TREX, FIVE, PLNT
|
Restatement |
1/31/2019, 05:22 PM |
Q3 2018 |
240 |
$2.96B |
+$464M |
-$412M |
+$52.2M |
CHGG, VG, FIVE, VRNS, TREX
|
13F-HR |
10/30/2018, 05:47 PM |
Q2 2018 |
231 |
$2.76B |
+$475M |
-$441M |
+$34.1M |
CHGG, FCB, CADE, VG, VRNS
|
13F-HR |
7/31/2018, 05:05 PM |
Q1 2018 |
233 |
$2.55B |
+$426M |
-$402M |
+$23.7M |
TREE, CHGG, PPBI, FCB, VG
|
13F-HR |
4/26/2018, 04:46 PM |
Q4 2017 |
242 |
$2.52B |
+$421M |
-$450M |
-$29.2M |
TREE, PPBI, EPAM, SRPT, FCB
|
13F-HR |
2/6/2018, 08:19 AM |
Q3 2017 |
261 |
$2.4B |
+$319M |
-$375M |
-$56.6M |
TREE, TREX, IBP, PPBI, FCB
|
13F-HR |
10/30/2017, 04:33 PM |
Q2 2017 |
258 |
$2.29B |
+$281M |
-$284M |
-$3.46M |
TREE, OZRK, IBP, APOG, FCB
|
13F-HR |
7/28/2017, 02:33 PM |
Q1 2017 |
260 |
$2.19B |
+$286M |
-$314M |
-$28.8M |
OZRK, VEEV, TREE, IBP, APOG
|
13F-HR |
4/27/2017, 05:50 PM |
Q4 2016 |
288 |
$2.1B |
+$280M |
-$287M |
-$6.52M |
OZRK, VEEV, MSCC, BOFI, APOG
|
13F-HR |
1/26/2017, 01:30 PM |
Q3 2016 |
283 |
$1.96B |
+$249M |
-$223M |
+$25.7M |
VEEV, OZRK, OPB, VG, EGHT
|
13F-HR |
10/27/2016, 02:32 PM |
Q2 2016 |
267 |
$1.78B |
+$277M |
-$301M |
-$24M |
OZRK, VEEV, OPB, EGHT, APOG
|
13F-HR |
7/28/2016, 09:28 AM |
Q1 2016 |
267 |
$1.78B |
+$197M |
-$201M |
-$3.35M |
OZRK, TREX, TREE, MSTR, EPAM
|
13F-HR |
4/28/2016, 11:55 AM |
Q4 2015 |
278 |
$1.89B |
+$527M |
-$159M |
+$368M |
OZRK, PVTB, MSTR, BOFI, EPAM
|
13F-HR |
1/25/2016, 01:36 PM |
Q3 2015 |
274 |
$1.53B |
+$432M |
-$77.3M |
+$354M |
OZRK, EPAM, TREE, IMPV, OPB
|
13F-HR |
10/22/2015, 06:32 PM |
Q2 2015 |
254 |
$1.29B |
+$216M |
-$218M |
-$1.84M |
OZRK, IMPV, APOG, EPAM, OPB
|
13F-HR |
7/28/2015, 03:49 PM |
Q1 2015 |
219 |
$1.16B |
+$224M |
-$268M |
-$44.7M |
SAVE, OZRK, ACHC, EPAM, OPB
|
13F-HR |
4/29/2015, 03:46 PM |
Q4 2014 |
212 |
$1.15B |
+$156M |
-$175M |
-$18.4M |
SAVE, MWIV, OZRK, AFSI, ACHC
|
13F-HR |
1/30/2015, 04:10 PM |
Q3 2014 |
217 |
$1.04B |
+$202M |
-$207M |
-$4.49M |
SAVE, MWIV, OZRK, ACHC, OPB
|
13F-HR |
10/28/2014, 02:19 PM |
Q2 2014 |
226 |
$1.09B |
+$268M |
-$171M |
+$97M |
SAVE, MWIV, OZRK, ACHC, TREX
|
13F-HR |
7/17/2014, 03:06 PM |
Q1 2014 |
221 |
$1.05B |
+$299M |
-$105M |
+$194M |
SAVE, MWIV, OZRK, TREX, SIVB
|
13F-HR |
4/30/2014, 01:48 PM |
Q4 2013 |
208 |
$793M |
$0 |
$0 |
|
MWIV, TREX, SAVE, OZRK, SIVB
|
New Holdings |
1/30/2014, 06:17 PM |
Q4 2013 |
210 |
$808M |
$0 |
$0 |
|
MWIV, SAVE, OZRK, TREX, ACHC
|
13F-HR |
1/30/2014, 03:33 PM |