Q2 2018 |
17 |
$82.3M |
+$4.48M |
-$1.27B |
-$1.26B |
GOOGL, MSFT, TDG, V, META
|
13F-HR |
8/14/2018, 04:03 PM |
Q1 2018 |
22 |
$1.29B |
+$298M |
-$314M |
-$15.8M |
DHI, V, AMAT, MSFT, SPR
|
13F-HR |
5/15/2018, 04:02 PM |
Q4 2017 |
21 |
$1.3B |
+$266M |
-$535M |
-$269M |
V, SPR, SERV, AMAT, CHTR
|
13F-HR |
2/14/2018, 05:59 PM |
Q3 2017 |
21 |
$1.51B |
+$300M |
-$341M |
-$41.5M |
SERV, CHTR, V, AMAT, WTW
|
13F-HR |
11/14/2017, 04:09 PM |
Q2 2017 |
18 |
$1.43B |
+$351M |
-$558M |
-$206M |
CHTR, SERV, V, WTW, AAP
|
13F-HR |
8/14/2017, 04:17 PM |
Q1 2017 |
18 |
$1.61B |
+$361M |
-$233M |
+$127M |
CHTR, SERV, AAP, WTW, SPR
|
13F-HR |
5/15/2017, 04:23 PM |
Q4 2016 |
14 |
$1.4B |
+$34.5M |
-$113M |
-$78.8M |
CHTR, SPR, WTW, SERV, AAP
|
13F-HR |
2/14/2017, 04:19 PM |
Q3 2016 |
14 |
$1.43B |
+$111M |
-$208M |
-$96.1M |
CHTR, WTW, SPR, AAP, PYPL
|
13F-HR |
11/14/2016, 04:11 PM |
Q2 2016 |
15 |
$1.44B |
+$456M |
-$436M |
+$19.6M |
WTW, CHTR, SPR, SERV, FLT
|
13F-HR |
8/15/2016, 04:02 PM |
Q1 2016 |
18 |
$1.41B |
+$489M |
-$465M |
+$23.8M |
WTW, CHTR, FLT, SPR, AER
|
13F-HR |
5/16/2016, 04:10 PM |
Q4 2015 |
19 |
$1.4B |
+$372M |
-$232M |
+$140M |
TW, CHTR, AER, FLT, SPR
|
13F-HR |
2/16/2016, 04:10 PM |
Q3 2015 |
19 |
$1.3B |
+$400M |
-$101M |
+$300M |
VRX, TW, SPR, FLT, AER
|
13F-HR |
11/12/2015, 08:21 AM |
Q2 2015 |
14 |
$1.16B |
+$175M |
-$184M |
-$8.54M |
VRX, AZPN, FLT, SPR, CHTR
|
13F-HR |
8/14/2015, 04:11 PM |
Q1 2015 |
15 |
$1.12B |
+$328M |
-$327M |
+$1.03M |
VRX, FLT, AZPN, CHTR, AMAT
|
13F-HR |
5/15/2015, 04:13 PM |
Q4 2014 |
16 |
$1.04B |
+$259M |
-$450M |
-$191M |
VRX, FLT, AMAT, CDW, CHTR
|
13F-HR |
2/17/2015, 04:01 PM |
Q3 2014 |
21 |
$1.2B |
+$200M |
-$265M |
-$65.2M |
VRX, FLT, CHTR, CDW, NLSN
|
13F-HR |
11/14/2014, 04:57 PM |
Q2 2014 |
21 |
$1.35B |
+$287M |
-$281M |
+$6.08M |
VRX, FLT, CHTR, CDW, DISCK
|
13F-HR |
8/14/2014, 04:09 PM |
Q1 2014 |
21 |
$1.29B |
+$294M |
-$284M |
+$9.62M |
VRX, FLT, CBRE, ENDPQ, GRA
|
13F-HR |
5/15/2014, 04:37 PM |
Q4 2013 |
22 |
$1.27B |
$0 |
$0 |
|
VRX, FLT, AIG, GRA, DISCK
|
13F-HR |
2/14/2014, 04:19 PM |