| Q3 2025 |
|
|
|
|
$0 |
|
13F-NT |
14 Nov 2025, 10:10 |
| Q2 2025 |
|
|
|
|
$0 |
|
13F-NT |
13 Aug 2025, 15:11 |
| Q1 2025 |
|
|
|
|
$0 |
|
13F-NT |
13 May 2025, 15:15 |
| Q4 2024 |
|
|
|
|
$0 |
|
13F-NT |
13 Feb 2025, 16:30 |
| Q3 2024 |
|
|
|
|
$0 |
|
13F-NT |
12 Nov 2024, 15:00 |
| Q2 2024 |
44 |
$367,340,429 |
+$11,893,155 |
-$21,870,874 |
-$9,977,719 |
ON SEMICONDUCTOR CORP, BOOKING HOLDINGS INC, AKAMAI TECHNOLOGIES INC, FORD MTR CO DEL, EURONET WORLDWIDE INC
|
13F-HR |
06 Aug 2024, 07:21 |
| Q1 2024 |
47 |
$388,422,722 |
+$16,104,511 |
-$542,881,914 |
-$526,777,403 |
AKAMAI TECHNOLOGIES INC, ON SEMICONDUCTOR CORP, FORD MTR CO DEL, BOOKING HOLDINGS INC, EURONET WORLDWIDE INC
|
13F-HR |
08 May 2024, 09:45 |
| Q4 2023 |
66 |
$911,650,978 |
+$168,780,020 |
-$155,041,753 |
+$13,738,267 |
GOOGL, CUK, LBRDK, LEN, ON SEMICONDUCTOR CORP
|
13F-HR |
09 Feb 2024, 10:30 |
| Q3 2023 |
74 |
$851,399,978 |
+$138,631,871 |
-$114,218,313 |
+$24,413,558 |
LBTYA, LBRDK, FOX, ON SEMICONDUCTOR CORP, AKAMAI TECHNOLOGIES INC
|
13F-HR |
07 Nov 2023, 06:29 |
| Q2 2023 |
71 |
$829,971,451 |
+$120,755,123 |
-$112,958,259 |
+$7,796,864 |
FOX, ON SEMICONDUCTOR CORP, LBTYA, EURONET WORLDWIDE INC, GOOGL
|
13F-HR |
10 Aug 2023, 11:43 |
| Q1 2023 |
69 |
$789,573,611 |
+$65,454,423 |
-$86,197,096 |
-$20,742,673 |
FOX, ON SEMICONDUCTOR CORP, EURONET WORLDWIDE INC, LBTYA, ILLUMINA INC
|
13F-HR |
12 May 2023, 11:20 |
| Q4 2022 |
76 |
$760,920,692 |
+$61,978,010 |
-$163,680,078 |
-$101,702,068 |
FOX, LBTYA, ON SEMICONDUCTOR CORP, EURONET WORLDWIDE INC, ILLUMINA INC
|
13F-HR |
13 Feb 2023, 12:04 |
| Q3 2022 |
91 |
$819,395,000 |
+$82,970,499 |
-$153,660,729 |
-$70,690,230 |
FOX, PIONEER NAT RES CO, LBTYA, EURONET WORLDWIDE INC, ON SEMICONDUCTOR CORP
|
13F-HR |
09 Nov 2022, 12:05 |
| Q2 2022 |
94 |
$930,318,000 |
+$146,366,438 |
-$475,416,864 |
-$329,050,426 |
FOX, LBTYA, PIONEER NAT RES CO, AKAMAI TECHNOLOGIES INC, EURONET WORLDWIDE INC
|
13F-HR/A |
15 Aug 2022, 15:32 |
| Q2 2022 |
94 |
$1,860,636,000 |
+$979,329,048 |
-$382,989,474 |
+$596,339,574 |
FOX, LBTYA, PIONEER NAT RES CO, AKAMAI TECHNOLOGIES INC, EURONET WORLDWIDE INC
|
13F-HR |
12 Aug 2022, 11:16 |
| Q1 2022 |
111 |
$1,433,136,000 |
+$457,703,792 |
-$591,644,830 |
-$133,941,038 |
FOX, PIONEER NAT RES CO, AMERICAN AIRLINES GROUP INC, FORD MTR CO DEL, PALO ALTO NETWORKS INC
|
13F-HR |
12 May 2022, 08:29 |
| Q4 2021 |
109 |
$1,592,275,000 |
+$299,120,232 |
-$328,113,080 |
-$28,992,848 |
FOX, AMERICAN AIRLINES GROUP INC, PALO ALTO NETWORKS INC, SOUTHWEST AIRLS CO, PIONEER NAT RES CO
|
13F-HR |
10 Feb 2022, 12:58 |
| Q3 2021 |
119 |
$1,613,026,000 |
+$397,928,914 |
-$405,506,821 |
-$7,577,907 |
AMERICAN AIRLINES GROUP INC, FOX, PALO ALTO NETWORKS INC, AKAMAI TECHNOLOGIES INC, SQUARE INC
|
13F-HR |
12 Nov 2021, 07:10 |
| Q2 2021 |
117 |
$1,640,646,000 |
+$631,869,837 |
-$527,377,281 |
+$104,492,556 |
AMERICAN AIRLS GROUP INC, AKAMAI TECHNOLOGIES INC, SQUARE INC, PIONEER NAT RES CO, SOUTHWEST AIRLS CO
|
13F-HR |
10 Aug 2021, 06:46 |
| Q1 2021 |
121 |
$1,511,591,000 |
+$476,962,102 |
-$560,650,281 |
-$83,688,179 |
AMERICAN AIRLS GROUP INC, DISCK, AKAMAI TECHNOLOGIES INC, FOX, FORTIVE CORP
|
13F-HR/A |
10 May 2021, 10:12 |
| Q1 2021 |
115 |
$1,391,160,000 |
+$439,974,246 |
-$638,334,456 |
-$198,360,210 |
AMERICAN AIRLS GROUP INC, DISCK, AKAMAI TECHNOLOGIES INC, FOX, FORTIVE CORP
|
13F-HR |
07 May 2021, 08:39 |
| Q4 2020 |
101 |
$1,487,848,000 |
+$591,651,913 |
-$134,995,487 |
+$456,656,426 |
DISCK, TERADYNE INC, AMERICAN AIRLS GROUP INC, AKAMAI TECHNOLOGIES INC, WORKDAY INC
|
13F-HR |
03 Feb 2021, 07:45 |
| Q3 2020 |
90 |
$504,141,000 |
+$222,645,544 |
-$493,999,762 |
-$271,354,218 |
DISCK, BHP, UA, LBTYA, LSXMK
|
13F-HR |
12 Nov 2020, 15:36 |
| Q2 2020 |
106 |
$1,247,969,000 |
+$323,477,626 |
-$448,302,401 |
-$124,824,775 |
TERADYNE INC, TESLA INC, AMERICAN AIRLS GROUP INC, FORTIVE CORP, AKAMAI TECHNOLOGIES INC
|
13F-HR |
07 Aug 2020, 09:33 |
| Q1 2020 |
110 |
$1,186,935,000 |
+$344,959,680 |
-$756,360,228 |
-$411,400,548 |
TERADYNE INC, FORTIVE CORP, CYPRESS SEMICONDUCTOR CORP, HUBSPOT INC, SERVICENOW INC
|
13F-HR |
07 May 2020, 06:52 |
| Q4 2019 |
132 |
$1,914,326,000 |
$0 |
$0 |
$0 |
DISCK, SERVICENOW INC, HUBSPOT INC, WORKDAY INC, GOOGL
|
13F-HR |
12 Feb 2020, 13:13 |
| Q3 2019 |
0 |
|
|
|
$0 |
|
13F-NT |
12 Nov 2019, 10:35 |
| Q2 2019 |
0 |
|
|
|
$0 |
|
13F-NT |
13 Aug 2019, 16:57 |
| Q1 2019 |
0 |
|
|
|
$0 |
|
13F-NT |
14 May 2019, 13:46 |
| Q4 2018 |
0 |
|
|
|
$0 |
|
13F-NT |
13 Feb 2019, 12:18 |
| Q3 2018 |
0 |
|
|
|
$0 |
|
13F-NT |
08 Nov 2018, 20:41 |
| Q2 2018 |
0 |
|
|
|
$0 |
|
13F-NT |
14 Aug 2018, 10:48 |
| Q1 2018 |
0 |
|
|
|
$0 |
|
13F-NT |
10 May 2018, 13:41 |
| Q4 2017 |
0 |
|
|
|
$0 |
|
13F-NT |
12 Feb 2018, 09:16 |
| Q3 2017 |
0 |
|
|
|
$0 |
|
13F-NT |
14 Nov 2017, 18:26 |
| Q2 2017 |
0 |
|
|
|
$0 |
|
13F-NT |
11 Aug 2017, 16:11 |
| Q1 2017 |
0 |
|
|
|
$0 |
|
13F-NT |
15 May 2017, 08:35 |
| Q4 2016 |
0 |
|
|
|
$0 |
|
13F-NT |
14 Feb 2017, 11:18 |
| Q3 2016 |
0 |
|
|
|
$0 |
|
13F-NT |
14 Nov 2016, 12:47 |
| Q2 2016 |
0 |
|
|
|
$0 |
|
13F-NT |
09 Aug 2016, 14:23 |
| Q1 2016 |
0 |
|
|
|
$0 |
|
13F-NT |
04 May 2016, 06:14 |
| Q4 2015 |
0 |
|
|
|
$0 |
|
13F-NT |
10 Feb 2016, 19:01 |
| Q3 2015 |
0 |
|
|
|
$0 |
|
13F-NT |
30 Oct 2015, 08:31 |
| Q2 2015 |
0 |
|
|
|
$0 |
|
13F-NT |
12 Aug 2015, 06:20 |
| Q1 2015 |
0 |
|
|
|
$0 |
|
13F-NT |
12 May 2015, 21:56 |
| Q4 2014 |
0 |
|
|
|
$0 |
|
13F-NT |
13 Feb 2015, 13:58 |
| Q3 2014 |
0 |
|
|
|
$0 |
|
13F-NT |
29 Oct 2014, 10:04 |
| Q2 2014 |
0 |
|
|
|
$0 |
|
13F-NT |
11 Aug 2014, 16:55 |
| Q1 2014 |
0 |
|
|
|
$0 |
|
13F-NT |
14 May 2014, 13:54 |
| Q4 2013 |
0 |
|
|
|
$0 |
|
13F-NT |
07 Feb 2014, 09:37 |