Q3 2024 |
52 |
$5.46B |
+$1.48B |
-$534M |
+$944M |
X, HES, SPY, K, EDR
|
13F-HR |
11/14/2024, 04:32 PM |
Q2 2024 |
53 |
$4.62B |
+$1.63B |
-$2.89B |
-$1.26B |
X, HES, BA, EDR, JNPR
|
13F-HR |
7/31/2024, 04:30 PM |
Q1 2024 |
57 |
$6.1B |
+$2.6B |
-$1.95B |
+$653M |
PXD, HES, X, BA, JNPR
|
13F-HR |
5/15/2024, 04:30 PM |
Q4 2023 |
68 |
$5.33B |
+$4.04B |
-$9.24B |
-$5.21B |
PXD, SPLK, HES, X, KRTX
|
13F-HR |
2/14/2024, 04:30 PM |
Q3 2023 |
69 |
$10.4B |
+$3.41B |
-$1.6B |
+$1.81B |
ATVI, SGEN, HZNP, VMW, SPLK
|
13F-HR |
11/14/2023, 04:55 PM |
Q2 2023 |
86 |
$7.99B |
+$3.66B |
-$1.68B |
+$1.99B |
SGEN, ATVI, HZNP, NATI, VMW
|
13F-HR |
8/14/2023, 04:30 PM |
Q1 2023 |
94 |
$6.03B |
+$3.67B |
-$897M |
+$2.78B |
ATVI, HZNP, SGEN, SJR, VMW
|
13F-HR |
5/15/2023, 04:30 PM |
Q4 2022 |
80 |
$3.19B |
+$1.11B |
-$4.71B |
-$3.59B |
ATVI, HZNP, SJR, STOR, SPY
|
13F-HR |
2/14/2023, 04:30 PM |
Q3 2022 |
100 |
$6.6B |
+$2.55B |
-$1.95B |
+$601M |
TWTR, TRQ, ATVI, AVLR, CTXS
|
13F-HR |
11/14/2022, 05:13 PM |
Q2 2022 |
116 |
$5.87B |
+$2.86B |
-$2.02B |
+$841M |
ATVI, TWTR, TRQ, CTXS, CCMP
|
13F-HR |
8/15/2022, 05:03 PM |
Q1 2022 |
123 |
$5.43B |
+$3.04B |
-$4.13B |
-$1.09B |
ATVI, TRQ, CTXS, NLSN, CERN
|
13F-HR |
5/16/2022, 04:30 PM |
Q4 2021 |
159 |
$6.33B |
+$1.79B |
-$3.07B |
-$1.28B |
INFO, NUAN, XLNX, COHR, CONE
|
13F-HR |
2/11/2022, 04:30 PM |
Q3 2021 |
183 |
$7.28B |
+$2.61B |
-$4.86B |
-$2.24B |
INFO, NUAN, KSU, PPD, XLNX
|
13F-HR |
11/15/2021, 04:30 PM |
Q2 2021 |
259 |
$9.74B |
+$3.9B |
-$3.43B |
+$462M |
MXIM, ALXN, WORK, INFO, NUAN
|
13F-HR |
8/16/2021, 04:30 PM |
Q1 2021 |
276 |
$8.64B |
+$3.79B |
-$1.65B |
+$2.14B |
MXIM, WORK, XLNX, ALXN, INFO
|
13F-HR |
5/17/2021, 04:30 PM |
Q4 2020 |
191 |
$6.45B |
+$3.84B |
-$2.81B |
+$1.02B |
MXIM, WORK, TIF, XLNX, ALXN
|
13F-HR |
2/16/2021, 04:53 PM |
Q3 2020 |
181 |
$4.96B |
+$2.42B |
-$841M |
+$1.58B |
TIF, SPY, MXIM, IMMU, PCG
|
Restatement |
12/9/2020, 05:20 PM |
Q2 2020 |
129 |
$3.35B |
+$1.15B |
-$1.78B |
-$630M |
TIF, SPY, PCG, WUBA, AMTD
|
13F-HR |
8/14/2020, 04:31 PM |
Q1 2020 |
93 |
$3.73B |
+$2.16B |
-$698M |
+$1.46B |
MLNX, AGN, SPY, TIF, CY
|
13F-HR |
5/15/2020, 04:30 PM |
Q4 2019 |
107 |
$2.64B |
+$1.26B |
-$2B |
-$736M |
ZAYO, AMTD, PCG, CY, TIF
|
13F-HR |
2/14/2020, 04:30 PM |
Q3 2019 |
110 |
$3.25B |
+$932M |
-$2.86B |
-$1.93B |
CELG, SPY, ZAYO, CY, ONCE
|
13F-HR |
11/14/2019, 04:30 PM |
Q2 2019 |
124 |
$5.33B |
+$2.98B |
-$1.42B |
+$1.57B |
APC, AGN, CELG, RHT, ZAYO
|
13F-HR |
8/14/2019, 04:30 PM |
Q1 2019 |
105 |
$3.77B |
+$2.15B |
-$3.9B |
-$1.75B |
CELG, RHT, TRQ, WCG, NXPI
|
13F-HR |
5/15/2019, 04:30 PM |
Q4 2018 |
98 |
$5.11B |
+$2.86B |
-$4.14B |
-$1.28B |
SPY, NXPI, FOXA, FOX, TRQ
|
Restatement |
4/26/2019, 05:06 PM |
Q3 2018 |
107 |
$6.63B |
+$1.67B |
-$1.86B |
-$184M |
AET, NXPI, ESRX, COL, FOX
|
Restatement |
4/26/2019, 05:11 PM |
Q2 2018 |
77 |
$6.92B |
+$1.96B |
-$3.61B |
-$1.65B |
NXPI, AABA, ESRX, AET, FOX
|
13F-HR |
8/14/2018, 04:45 PM |
Q1 2018 |
49 |
$8.44B |
+$2.44B |
-$1.35B |
+$1.09B |
MON, NXPI, AET, COL, TWX
|
13F-HR |
5/15/2018, 04:45 PM |
Q4 2017 |
52 |
$7.56B |
+$2.51B |
-$1.35B |
+$1.16B |
NXPI, MON, QCOM, AET, TWX
|
13F-HR |
2/7/2018, 03:02 PM |
Q3 2017 |
55 |
$6.28B |
+$2.35B |
-$1.98B |
+$366M |
NXPI, MON, TWX, LVLT, AABA
|
13F-HR |
11/14/2017, 04:47 PM |
Q2 2017 |
59 |
$5.76B |
+$2.34B |
-$1.35B |
+$989M |
NXPI, LVLT, MBBYF, TWX, RAI
|
Restatement |
8/15/2017, 05:19 PM |
Q1 2017 |
53 |
$4.7B |
+$2.4B |
-$993M |
+$1.41B |
NXPI, LVLT, MJN, MBBYF, MON
|
13F-HR |
5/15/2017, 04:47 PM |
Q4 2016 |
53 |
$3.21B |
+$1.57B |
-$3.88B |
-$2.31B |
NXPI, LVLT, TRQ, HUM, DVMT
|
13F-HR |
2/14/2017, 05:22 PM |
Q3 2016 |
71 |
$5.43B |
+$3.31B |
-$1.66B |
+$1.65B |
PG, LNKD, AGN, TRQ, SYF
|
13F-HR |
11/14/2016, 04:57 PM |
Q2 2016 |
63 |
$3.75B |
+$1.66B |
-$4.03B |
-$2.37B |
EMC, LNKD, AGN, TRQ, MDVN
|
13F-HR |
8/15/2016, 04:45 PM |
Q1 2016 |
48 |
$6.27B |
+$1.8B |
-$2.92B |
-$1.12B |
AGN, TWC, SNDK, BXLT, EMC
|
13F-HR |
5/16/2016, 04:45 PM |
Q4 2015 |
65 |
$7.55B |
$0 |
$0 |
|
AGN, BRCM, TWC, PCP, SNDK
|
New Holdings |
3/18/2016, 05:08 PM |
Q4 2015 |
65 |
$7.55B |
+$2.93B |
-$2.73B |
+$201M |
AGN, BRCM, TWC, PCP, SNDK
|
Restatement |
3/18/2016, 05:02 PM |
Q3 2015 |
88 |
$7.26B |
+$2.32B |
-$5.83B |
-$3.51B |
BRCM, TWC, PCP, ALTR, BHI
|
13F-HR |
11/16/2015, 04:45 PM |
Q2 2015 |
103 |
$11.5B |
+$6.62B |
-$2.54B |
+$4.07B |
A309PS, BRCM, TWC, HSP, PLL
|
13F-HR |
8/14/2015, 04:30 PM |
Q1 2015 |
93 |
$7.19B |
+$3.31B |
-$3.76B |
-$451M |
A309PS, SLXP, PCYC, HSP, TWC
|
13F-HR |
5/15/2015, 04:30 PM |
Q4 2014 |
87 |
$7.41B |
+$2.75B |
-$1.99B |
+$761M |
AGN, A309PS, F113PS, TRW, CFN
|
13F-HR |
2/17/2015, 05:00 PM |
Q3 2014 |
113 |
$6.47B |
+$2.95B |
-$1.73B |
+$1.23B |
A309PS, AGN, THI, TRW, TRQ
|
13F-HR |
11/14/2014, 04:45 PM |
Q2 2014 |
97 |
$5.31B |
+$3.72B |
-$714M |
+$3.01B |
CBS, A309PS, AGN, TWC, TRQ
|
13F-HR |
8/14/2014, 04:45 PM |
Q1 2014 |
87 |
$2.23B |
+$1.03B |
-$892M |
+$139M |
TRQ, TWC, ZTS, BEAM, JOSB
|
13F-HR |
5/15/2014, 04:45 PM |
Q4 2013 |
71 |
$2.06B |
$0 |
$0 |
|
TWC, TRQ, ZTS, VPHM, LPS
|
13F-HR |
2/14/2014, 05:09 PM |