Q2 2024 |
158 |
$574M |
+$82.1M |
-$34.3M |
+$47.8M |
NVDA, NVO, ISTB, META, GOOGL
|
13F-HR |
9/6/2024, 12:29 PM |
Q1 2024 |
153 |
$661M |
+$33.8M |
-$15.3M |
+$18.5M |
NVDA, NVO, CMG, META, PGR
|
13F-HR |
5/20/2024, 11:43 AM |
Q4 2023 |
151 |
$497M |
+$21.6M |
-$17M |
+$4.62M |
CMG, SNPS, ISTB, BKNG, GOOGL
|
13F-HR |
2/23/2024, 11:36 AM |
Q3 2023 |
143 |
$525M |
+$26.8M |
-$12M |
+$14.7M |
NVDA, NVO, ISTB, GOOGL, SNPS
|
13F-HR |
5/17/2024, 02:41 PM |
Q2 2023 |
153 |
$535M |
+$16.7M |
-$25.9M |
-$9.25M |
NVDA, CMG, AAPL, SNPS, ISTB
|
13F-HR |
5/17/2024, 02:36 PM |
Q1 2023 |
146 |
$505M |
+$16.8M |
-$25.3M |
-$8.51M |
ISTB, SNPS, GOOGL, AAPL, NVO
|
13F-HR |
5/17/2024, 02:29 PM |
Q4 2022 |
149 |
$459M |
+$30.2M |
-$33.7M |
-$3.46M |
ISTB, TSCO, PGR, SNPS, AAPL
|
13F-HR |
2/10/2023, 12:29 PM |
Q3 2022 |
149 |
$419M |
+$44.9M |
-$29.1M |
+$15.8M |
PGR, AAPL, TSCO, UNH, NVO
|
13F-HR |
11/2/2022, 10:28 AM |
Q2 2022 |
147 |
$482M |
+$41.9M |
-$29.3M |
+$12.6M |
AAPL, PGR, NVO, TSCO, UNH
|
13F-HR |
7/11/2022, 01:21 PM |
Q1 2022 |
148 |
$537M |
+$37.7M |
-$43.6M |
-$5.91M |
AAPL, NVO, TSCO, EW, PGR
|
13F-HR |
4/12/2022, 09:24 AM |
Q4 2021 |
147 |
$485M |
+$22.8M |
-$50.9M |
-$28.2M |
AAPL, TSCO, GOOGL, MBB, NKE
|
13F-HR |
1/26/2022, 09:14 AM |
Q3 2021 |
161 |
$570M |
+$16.4M |
-$10.1M |
+$6.28M |
TSCO, GOOGL, AAPL, CMG, SIVB
|
13F-HR |
11/8/2021, 11:42 AM |
Q2 2021 |
161 |
$580M |
+$30.3M |
-$18.1M |
+$12.2M |
AAPL, NKE, GOOGL, META, TSCO
|
13F-HR |
8/9/2021, 07:43 AM |
Q1 2021 |
159 |
$552M |
+$23.8M |
-$39.5M |
-$15.7M |
TSCO, AAPL, MBB, GOOGL, CMG
|
13F-HR |
5/11/2021, 02:26 PM |
Q4 2020 |
163 |
$523M |
+$23.3M |
-$20.2M |
+$3.13M |
AAPL, CMG, PYPL, NKE, MBB
|
13F-HR |
2/8/2021, 10:30 AM |
Q3 2020 |
146 |
$463M |
+$109M |
-$4.48M |
+$104M |
CMG, AAPL, PYPL, AMZN, MBB
|
13F-HR |
11/6/2020, 04:59 PM |
Q2 2020 |
111 |
$341M |
+$18.6M |
-$4.47M |
+$14.1M |
AAPL, TSCO, PYPL, CMG, AMZN
|
13F-HR |
8/7/2020, 09:36 AM |
Q1 2020 |
102 |
$264M |
+$14.2M |
-$16.9M |
-$2.68M |
AAPL, NVO, EW, PGR, TSCO
|
13F-HR |
5/5/2020, 04:50 PM |
Q4 2019 |
108 |
$319M |
+$13.8M |
-$8.25M |
+$5.56M |
AAPL, EW, NKE, MA, CMG
|
13F-HR |
2/13/2020, 05:14 PM |
Q3 2019 |
98 |
$290M |
+$14.8M |
-$15.8M |
-$950K |
EW, MA, CMG, NKE, AAPL
|
13F-HR |
10/15/2019, 11:05 AM |
Q2 2019 |
110 |
$290M |
+$20.1M |
-$17.3M |
+$2.81M |
PYPL, MA, EW, TSCO, ECL
|
13F-HR |
7/22/2019, 05:17 PM |
Q1 2019 |
106 |
$272M |
+$11.3M |
-$6.04M |
+$5.23M |
CMG, EW, PYPL, MA, TSCO
|
13F-HR |
5/6/2019, 02:18 PM |
Q4 2018 |
97 |
$229M |
+$15.8M |
-$24.7M |
-$8.9M |
EW, PYPL, TSCO, MA, NKE
|
13F-HR |
1/29/2019, 11:11 AM |
Q3 2018 |
113 |
$274M |
+$8.42M |
-$38M |
-$29.5M |
EW, MA, PYPL, TSCO, AAPL
|
13F-HR |
10/29/2018, 05:16 PM |
Q2 2018 |
108 |
$277M |
+$18.5M |
-$17.1M |
+$1.39M |
ISRG, PYPL, EW, NKE, MA
|
13F-HR |
7/10/2018, 04:26 PM |
Q1 2018 |
96 |
$258M |
+$21.9M |
-$21.2M |
+$701K |
ISRG, MA, EW, PYPL, BKNG
|
13F-HR |
4/5/2018, 03:58 PM |
Q4 2017 |
96 |
$255M |
+$26.6M |
-$19.1M |
+$7.45M |
PYPL, ISRG, MA, MNST, TSCO
|
13F-HR |
1/23/2018, 08:59 AM |
Q3 2017 |
94 |
$241M |
+$5.39M |
-$8.36M |
-$2.96M |
PYPL, ISRG, META, MA, AAPL
|
13F-HR |
11/3/2017, 11:15 AM |
Q2 2017 |
91 |
$233M |
+$8.45M |
-$11.6M |
-$3.18M |
PYPL, PCLN, ISRG, AAPL, META
|
13F-HR |
8/9/2017, 11:28 AM |
Q1 2017 |
87 |
$222M |
+$12.8M |
-$8.95M |
+$3.85M |
PCLN, AAPL, META, PYPL, ISRG
|
13F-HR |
4/17/2017, 09:00 PM |
Q4 2016 |
84 |
$199M |
+$15.7M |
-$20.3M |
-$4.64M |
PCLN, PYPL, AAPL, MA, ECL
|
13F-HR |
1/23/2017, 07:51 PM |
Q3 2016 |
88 |
$213M |
+$32.8M |
-$24.1M |
+$8.68M |
EW, PCLN, META, ISRG, PYPL
|
13F-HR |
10/17/2016, 01:42 PM |
Q2 2016 |
82 |
$200M |
+$12.1M |
-$11.4M |
+$707K |
EW, TSCO, ISRG, PCLN, META
|
13F-HR |
7/15/2016, 04:17 PM |
Q1 2016 |
76 |
$202M |
+$21.4M |
-$24.5M |
-$3.04M |
EW, NKE, TSCO, PCLN, SBUX
|
13F-HR |
4/18/2016, 07:25 PM |
Q4 2015 |
76 |
$206M |
+$46.1M |
-$36.2M |
+$9.92M |
MNST, META, NKE, MA, SBUX
|
13F-HR |
1/26/2016, 11:09 AM |
Q3 2015 |
75 |
$198M |
+$6.6M |
-$14.9M |
-$8.28M |
NKE, MNST, CTSH, SBUX, MA
|
13F-HR |
10/29/2015, 09:50 PM |
Q2 2015 |
80 |
$211M |
+$42M |
-$41.5M |
+$545K |
TSCO, MNST, CTSH, MA, AAPL
|
13F-HR |
7/15/2015, 05:32 PM |
Q1 2015 |
81 |
$214M |
+$46.8M |
-$52.2M |
-$5.41M |
NVO, CTSH, MNST, TSCO, AAPL
|
13F-HR |
4/17/2015, 09:50 AM |
Q4 2014 |
77 |
$211M |
+$12.2M |
-$14.5M |
-$2.37M |
AAPL, CMG, TSCO, GMCR, ORCL
|
13F-HR |
1/20/2015, 07:15 PM |
Q3 2014 |
78 |
$201M |
+$20.6M |
-$19.7M |
+$857K |
MNST, GMCR, AAPL, CMG, NVO
|
13F-HR |
10/28/2014, 09:47 AM |
Q2 2014 |
75 |
$199M |
+$22.2M |
-$8.94M |
+$13.2M |
GMCR, CMG, NVO, AGN, AAPL
|
13F-HR |
7/15/2014, 08:27 PM |
Q1 2014 |
76 |
$188M |
+$41.9M |
-$20.3M |
+$21.5M |
NVO, CMG, GMCR, GOOGL, PCLN
|
13F-HR |
4/17/2014, 07:33 PM |
Q4 2013 |
66 |
$183M |
$0 |
$0 |
|
CMG, MA, TSCO, GOOGL, MNST
|
13F-HR |
1/14/2014, 01:29 PM |