Q3 2024 |
100 |
$206M |
+$14.4M |
-$15.8M |
-$1.37M |
TSM, META, NVDA, PYPL, MSFT
|
13F-HR |
10/10/2024, 11:46 AM |
Q2 2024 |
100 |
$204M |
+$14.6M |
-$16.1M |
-$1.59M |
TSM, APH, AMAT, MSFT, KLAC
|
13F-HR |
7/11/2024, 10:29 AM |
Q1 2024 |
104 |
$213M |
+$1.93M |
-$8.5M |
-$6.56M |
NVDA, AMAT, MSFT, LRCX, META
|
13F-HR |
4/12/2024, 09:39 AM |
Q4 2023 |
104 |
$195M |
+$2.23M |
-$6.78M |
-$4.54M |
NVDA, MSFT, APH, LRCX, KLAC
|
13F-HR |
2/12/2024, 08:58 AM |
Q3 2023 |
105 |
$180M |
+$2.52M |
-$6.43M |
-$3.91M |
NVDA, MSFT, APH, AMAT, MA
|
13F-HR |
11/6/2023, 06:27 AM |
Q2 2023 |
105 |
$189M |
+$6.13M |
-$9.21M |
-$3.08M |
MSFT, NVDA, APH, AMAT, MA
|
13F-HR |
7/24/2023, 07:00 AM |
Q1 2023 |
104 |
$177M |
+$3.48M |
-$5.01M |
-$1.53M |
APH, MSFT, NVDA, MA, TSM
|
13F-HR |
4/10/2023, 06:11 AM |
Q4 2022 |
104 |
$159M |
+$141K |
-$9.73M |
-$9.59M |
APH, MA, TMO, ROP, MSFT
|
13F-HR |
2/2/2023, 07:57 AM |
Q3 2022 |
103 |
$157M |
+$7.48M |
-$5.15M |
+$2.32M |
APH, MSFT, TMO, PYPL, DHR
|
13F-HR |
10/24/2022, 11:41 AM |
Q2 2022 |
100 |
$171M |
+$24M |
-$20.2M |
+$3.77M |
MSFT, TMO, KLAC, APH, MA
|
13F-HR |
9/6/2022, 12:22 PM |
Q1 2022 |
98 |
$208M |
+$5.35M |
-$6.6M |
-$1.26M |
AAPL, BMY, MSFT, ICE, CSCO
|
13F-HR |
4/13/2022, 11:13 AM |
Q4 2021 |
95 |
$229M |
+$1.23M |
-$9.31M |
-$8.08M |
NVDA, MSFT, AMAT, TSM, AAPL
|
13F-HR |
1/19/2022, 08:20 AM |
Q3 2021 |
95 |
$215M |
+$18.2M |
-$15.9M |
+$2.32M |
TSM, MSFT, NVDA, CSCO, AMAT
|
13F-HR |
12/7/2021, 04:01 PM |
Q2 2021 |
92 |
$226M |
+$17.4M |
-$9.32M |
+$8.08M |
META, CSCO, AMAT, MSFT, ROP
|
13F-HR |
8/3/2021, 06:52 AM |
Q1 2021 |
93 |
$202M |
+$25.7M |
-$12.4M |
+$13.3M |
EDU, CSCO, AMAT, KLAC, META
|
13F-HR |
4/21/2021, 06:14 AM |
Q4 2020 |
95 |
$187M |
+$10.9M |
-$9.85M |
+$1.06M |
EDU, PYPL, MSFT, CSCO, NKE
|
13F-HR |
1/25/2021, 04:01 PM |
Q3 2020 |
80 |
$164M |
+$1.88M |
-$9.39M |
-$7.51M |
NVDA, EDU, ADBE, MSFT, NKE
|
13F-HR |
10/27/2020, 01:34 PM |
Q2 2020 |
81 |
$155M |
+$4.91M |
-$10.9M |
-$6.01M |
EDU, MSFT, NVDA, ADBE, PYPL
|
13F-HR |
7/28/2020, 04:01 PM |
Q1 2020 |
79 |
$126M |
+$21.1M |
-$15.6M |
+$5.47M |
EDU, NVDA, CSCO, AMZN, MSFT
|
13F-HR |
4/30/2020, 08:22 AM |
Q4 2019 |
76 |
$142M |
+$13.1M |
-$10.7M |
+$2.38M |
EDU, NVDA, LRCX, ADBE, CSCO
|
13F-HR |
2/4/2020, 06:34 AM |
Q3 2019 |
64 |
$127M |
+$1.44M |
-$13.2M |
-$11.7M |
EDU, DHR, CSCO, NKE, KLAC
|
13F-HR |
10/28/2019, 10:20 AM |
Q2 2019 |
64 |
$135M |
+$13.5M |
-$13.7M |
-$170K |
EDU, AMAT, KLAC, NVDA, CSCO
|
13F-HR |
7/26/2019, 08:13 AM |
Q1 2019 |
62 |
$133M |
+$1.8M |
-$10.9M |
-$9.07M |
EDU, BIDU, CSCO, NVDA, PYPL
|
13F-HR |
4/24/2019, 09:15 AM |
Q4 2018 |
60 |
$117M |
+$2.42M |
-$14.8M |
-$12.4M |
EDU, BIDU, NKE, DHR, GOOGL
|
13F-HR |
1/28/2019, 12:13 PM |
Q3 2018 |
60 |
$156M |
+$2.7M |
-$23.9M |
-$21.2M |
BIDU, EDU, CSCO, NVDA, NKE
|
13F-HR |
10/17/2018, 06:32 AM |
Q2 2018 |
62 |
$178M |
+$11.4M |
-$2.66M |
+$8.78M |
EDU, BIDU, NKE, CSCO, PYPL
|
13F-HR |
8/16/2018, 09:31 AM |
Q1 2018 |
61 |
$164M |
+$25.3M |
-$26.4M |
-$1.08M |
EDU, CSCO, CTSH, NKE, PYPL
|
13F-HR |
4/17/2018, 10:17 AM |
Q4 2017 |
59 |
$163M |
+$4.07M |
-$12.3M |
-$8.28M |
EDU, WT, BA, CSCO, INTC
|
13F-HR |
1/29/2018, 07:26 AM |
Q3 2017 |
60 |
$159M |
+$10.4M |
-$18.3M |
-$7.87M |
EDU, CTSH, SLB, CSCO, AMAT
|
13F-HR |
10/13/2017, 06:14 AM |
Q2 2017 |
62 |
$154M |
+$5.11M |
-$7.04M |
-$1.93M |
EDU, QCOM, PYPL, NVDA, BA
|
13F-HR |
7/10/2017, 10:18 AM |
Q1 2017 |
62 |
$150M |
+$10.9M |
-$11.5M |
-$599K |
EDU, QCOM, AMAT, BA, CTSH
|
13F-HR |
4/24/2017, 10:41 AM |
Q4 2016 |
64 |
$148M |
+$22.8M |
-$39M |
-$16.2M |
SLB, EDU, BA, ICE, AMAT
|
13F-HR |
2/14/2017, 06:51 AM |
Q3 2016 |
68 |
$161M |
+$2.25M |
-$12.2M |
-$9.95M |
QCOM, SLB, TSM, NVDA, STT
|
13F-HR |
10/18/2016, 06:17 AM |
Q2 2016 |
68 |
$160M |
+$2.91M |
-$8.12M |
-$5.2M |
NVDA, SLB, AMAT, CSCO, DHR
|
13F-HR |
7/25/2016, 06:56 AM |
Q1 2016 |
70 |
$162M |
+$8.1M |
-$15.6M |
-$7.5M |
SLB, CSCO, AMAT, PAY, NVDA
|
13F-HR |
4/12/2016, 11:14 AM |
Q4 2015 |
69 |
$172M |
+$14M |
-$12.3M |
+$1.7M |
CSCO, ROP, ICE, INTC, PTC
|
13F-HR |
2/10/2016, 09:02 AM |
Q3 2015 |
65 |
$157M |
+$19.1M |
-$57.6M |
-$38.5M |
INTC, ROP, CTSH, CSCO, BA
|
13F-HR |
10/23/2015, 09:27 AM |
Q2 2015 |
69 |
$218M |
+$8.29M |
-$11.9M |
-$3.63M |
GILD, PTC, COF, SLB, CMCSA
|
Restatement |
7/15/2015, 10:32 AM |
Q1 2015 |
69 |
$222M |
+$49.3M |
-$794K |
+$48.6M |
GCI, LLL, QCOM, SLB, CSCO
|
13F-HR |
5/6/2015, 09:10 AM |
Q4 2014 |
69 |
$173M |
+$11M |
-$8.46M |
+$2.54M |
NTES, ORCL, HRB, CSCO, AMAT
|
Restatement |
1/28/2015, 06:38 AM |
Q3 2014 |
71 |
$177M |
+$56.2M |
-$5.7M |
+$50.5M |
NTES, EBAY, LLL, CSCO, ICE
|
13F-HR |
10/23/2014, 09:24 AM |
Q2 2014 |
65 |
$135M |
+$30.8M |
-$5.15M |
+$25.6M |
NTES, NFX, CNQ, HAL, HLX
|
13F-HR |
7/24/2014, 09:55 AM |
Q1 2014 |
68 |
$100M |
+$3.71M |
-$8.42M |
-$4.71M |
NTES, SOHU, CNQ, UNTCQ, DVN
|
13F-HR |
4/24/2014, 09:12 AM |
Q4 2013 |
71 |
$101M |
$0 |
$0 |
|
NTES, SOHU, CNQ, UNTCQ, HES
|
13F-HR |
1/29/2014, 09:32 AM |