Q3 2024 |
218 |
$1.09B |
+$311M |
-$230M |
+$81.8M |
BWXT, FTAI, ERJ, EVR, MTG
|
13F-HR |
11/12/2024, 09:35 AM |
Q2 2024 |
195 |
$964M |
+$256M |
-$256M |
-$733K |
MPWR, BWXT, WFRD, NVDA, REVG
|
13F-HR |
8/7/2024, 07:29 PM |
Q1 2024 |
201 |
$976M |
+$216M |
-$217M |
-$641K |
BWXT, MPWR, XOM, EVR, LSCC
|
13F-HR |
5/13/2024, 05:54 PM |
Q4 2023 |
192 |
$855M |
+$189M |
-$894M |
-$704M |
MPWR, BWXT, CELH, XOM, EVR
|
13F-HR |
2/7/2024, 05:39 PM |
Q3 2023 |
184 |
$1.34B |
+$262M |
-$331M |
-$68.4M |
ARGX, KRYS, LEGN, MIRM, ROIV
|
13F-HR |
11/13/2023, 02:26 PM |
Q2 2023 |
190 |
$1.46B |
+$335M |
-$349M |
-$14.5M |
KRYS, LEGN, APLS, INSP, ARGX
|
13F-HR |
8/9/2023, 06:43 PM |
Q1 2023 |
187 |
$1.32B |
+$459M |
-$338M |
+$121M |
ARGX, LNTH, ESTA, KRYS, LEGN
|
13F-HR |
5/11/2023, 09:17 PM |
Q4 2022 |
177 |
$1.14B |
+$224M |
-$231M |
-$7.36M |
RXDX, CYTK, ARGX, ESTA, WSC
|
13F-HR |
2/10/2023, 04:17 PM |
Q3 2022 |
175 |
$1.08B |
+$301M |
-$332M |
-$31.5M |
RXDX, SWAV, CHK, WSC, ARGX
|
13F-HR |
11/14/2022, 08:39 AM |
Q2 2022 |
173 |
$1.06B |
+$243M |
-$359M |
-$116M |
ARGX, ITCI, CHK, BHVN, PODD
|
13F-HR |
8/10/2022, 02:40 PM |
Q1 2022 |
191 |
$1.41B |
+$426M |
-$471M |
-$44.7M |
ITCI, CHK, ARGX, MPWR, ESI
|
13F-HR |
5/10/2022, 03:44 PM |
Q4 2021 |
194 |
$1.58B |
+$440M |
-$226M |
+$213M |
ITCI, LSCC, MPWR, BHVN, KRNT
|
13F-HR |
2/14/2022, 03:15 PM |
Q3 2021 |
188 |
$1.37B |
+$220M |
-$394M |
-$174M |
KRNT, BHVN, DNA, MPWR, RGEN
|
13F-HR |
11/15/2021, 11:02 AM |
Q2 2021 |
199 |
$1.59B |
+$350M |
-$270M |
+$79.2M |
BHVN, BBIO, RGEN, TGTX, KRNT
|
13F-HR |
8/10/2021, 04:58 PM |
Q1 2021 |
184 |
$1.43B |
+$431M |
-$292M |
+$140M |
TGTX, BBIO, RGEN, BHVN, HZNP
|
13F-HR |
5/13/2021, 05:52 PM |
Q4 2020 |
173 |
$1.29B |
+$339M |
-$195M |
+$144M |
TGTX, BBIO, TWST, TDOC, RGEN
|
13F-HR |
2/10/2021, 09:02 PM |
Q3 2020 |
168 |
$925M |
+$541M |
-$133M |
+$408M |
NVCR, ARGX, IMMU, HZNP, TDOC
|
13F-HR |
11/13/2020, 11:35 AM |
Q2 2020 |
168 |
$462M |
+$121M |
-$330M |
-$209M |
KRNT, MPWR, MODG, LSCC, ERI
|
13F-HR |
8/12/2020, 04:54 PM |
Q1 2020 |
172 |
$513M |
+$117M |
-$390M |
-$273M |
FRPT, MPWR, TDOC, CACI, LSCC
|
13F-HR |
5/13/2020, 03:05 PM |
Q4 2019 |
203 |
$906M |
+$209M |
-$579M |
-$370M |
LVS, MLCO, KTB, PZZA, MODG
|
13F-HR |
2/12/2020, 08:06 PM |
Q3 2019 |
196 |
$1.13B |
+$336M |
-$256M |
+$80.5M |
LVS, MLCO, NOMD, KMPR, COLD
|
13F-HR |
11/13/2019, 03:27 PM |
Q2 2019 |
206 |
$1.09B |
+$312M |
-$368M |
-$55.7M |
LVS, MLCO, KMPR, NOMD, CHGG
|
13F-HR |
8/9/2019, 02:45 PM |
Q1 2019 |
207 |
$1.09B |
+$317M |
-$309M |
+$8.04M |
LVS, MLCO, ZUO, WYNN, NOMD
|
13F-HR |
5/15/2019, 11:40 AM |
Q4 2018 |
210 |
$930M |
+$214M |
-$318M |
-$104M |
LVS, MLCO, KMPR, NOMD, EVBG
|
13F-HR |
2/14/2019, 10:33 AM |
Q3 2018 |
217 |
$1.25B |
+$266M |
-$444M |
-$177M |
LVS, MLCO, KMPR, NOMD, NVRI
|
13F-HR |
11/14/2018, 03:06 PM |
Q2 2018 |
221 |
$1.42B |
+$311M |
-$334M |
-$22.5M |
LVS, MLCO, MGM, ABMD, NOMD
|
13F-HR |
8/14/2018, 09:25 AM |
Q1 2018 |
226 |
$1.4B |
+$239M |
-$394M |
-$155M |
LVS, MLCO, MGM, BURL, ABMD
|
13F-HR |
5/15/2018, 12:03 PM |
Q4 2017 |
237 |
$1.51B |
+$384M |
-$394M |
-$10.8M |
LVS, MGM, MLCO, CZR, BURL
|
Restatement |
2/14/2018, 04:17 PM |
Q3 2017 |
244 |
$1.44B |
+$396M |
-$433M |
-$37.8M |
LVS, MGM, MLCO, CZR, YUMC
|
13F-HR |
11/13/2017, 05:30 PM |
Q2 2017 |
242 |
$1.42B |
+$301M |
-$367M |
-$66.4M |
LVS, MLCO, MGM, AWHHF, CZR
|
13F-HR |
8/11/2017, 11:58 AM |
Q1 2017 |
252 |
$1.42B |
+$433M |
-$417M |
+$16.3M |
LVS, MGM, MLCO, AWHHF, AGNPRA
|
13F-HR |
5/15/2017, 08:08 AM |
Q4 2016 |
267 |
$1.32B |
+$450M |
-$684M |
-$234M |
AWHHF, MLCO, AGNPRA, PWR, SQ
|
13F-HR |
2/9/2017, 09:00 PM |
Q3 2016 |
296 |
$1.5B |
+$372M |
-$418M |
-$45.9M |
LVS, AWHHF, MGM, MLCO, WYNN
|
13F-HR |
11/14/2016, 09:19 AM |
Q2 2016 |
290 |
$1.44B |
+$392M |
-$340M |
+$52M |
LVS, AWHHF, MGM, WYNN, AGNPRA
|
13F-HR |
8/12/2016, 04:06 PM |
Q1 2016 |
298 |
$1.37B |
+$460M |
-$497M |
-$36.5M |
LVS, AWHHF, WYNN, AGNPRA, CCIPRA
|
13F-HR |
5/13/2016, 01:42 PM |
Q4 2015 |
281 |
$1.45B |
+$401M |
-$393M |
+$7.86M |
AWHHF, LVS, AGNPRA, CCIPRA, MTN
|
13F-HR |
2/12/2016, 10:48 AM |
Q3 2015 |
294 |
$1.37B |
+$356M |
-$392M |
-$36.9M |
AWHHF, LVS, HHC, AGNPRA, CCIPRA
|
13F-HR |
11/16/2015, 06:39 PM |
Q2 2015 |
304 |
$1.54B |
+$407M |
-$461M |
-$54.1M |
AWHHF, LVS, RCPT, HZNP, HHC
|
13F-HR |
8/14/2015, 07:13 PM |
Q1 2015 |
304 |
$1.59B |
+$517M |
-$564M |
-$46.9M |
AWHHF, LVS, HHC, RCPT, HZNP
|
13F-HR |
5/15/2015, 09:34 AM |
Q4 2014 |
296 |
$1.56B |
+$394M |
-$414M |
-$20.2M |
LVS, AWHHF, HHC, CCIPRA, HDS
|
13F-HR |
2/17/2015, 02:14 PM |
Q3 2014 |
296 |
$1.6B |
+$473M |
-$455M |
+$18M |
LVS, CHK, AWHHF, SSEIQ, HHC
|
13F-HR |
11/4/2014, 05:46 PM |
Q2 2014 |
269 |
$1.7B |
+$751M |
-$252M |
+$499M |
CHK, LVS, AWHHF, HHC, CCIPRA
|
13F-HR |
8/1/2014, 02:46 PM |
Q1 2014 |
290 |
$1.21B |
+$329M |
-$446M |
-$117M |
LVS, AWHHF, HHC, CCIPRA, KATE
|
13F-HR |
5/7/2014, 07:09 PM |
Q4 2013 |
294 |
$1.31B |
$0 |
$0 |
|
LVS, CHK, AWHHF, HHC, IWO
|
13F-HR |
2/13/2014, 11:23 AM |