| Q4 2017 |
23 |
$92.3M |
$0 |
-$793M |
-$793M |
ETSY, MTN, PYPL, VNTV, SCHW
|
13F-HR |
2/14/2018, 11:09 AM |
| Q3 2017 |
27 |
$828M |
+$159M |
-$476M |
-$317M |
PYPL, CSX, MTN, ETSY, VNTV
|
13F-HR |
11/14/2017, 08:19 AM |
| Q2 2017 |
31 |
$1.07B |
+$173M |
-$554M |
-$381M |
PYPL, CSX, MTN, PTC, META
|
13F-HR |
8/14/2017, 08:48 AM |
| Q1 2017 |
31 |
$1.34B |
+$330M |
-$480M |
-$150M |
PYPL, PTC, MTN, STZ, USB
|
13F-HR |
5/15/2017, 12:38 PM |
| Q4 2016 |
26 |
$1.36B |
+$657M |
-$780M |
-$123M |
USB, NSC, PTC, PYPL, MSFT
|
13F-HR |
2/14/2017, 06:31 AM |
| Q3 2016 |
23 |
$1.53B |
+$253M |
-$393M |
-$140M |
PYPL, STZ, ATVI, DLTR, NFX
|
13F-HR |
11/14/2016, 07:11 AM |
| Q2 2016 |
23 |
$1.58B |
+$567M |
-$545M |
+$21.7M |
STZ, ATVI, DLTR, PYPL, SBNY
|
13F-HR |
8/15/2016, 06:22 AM |
| Q1 2016 |
24 |
$1.54B |
+$332M |
-$256M |
+$75.4M |
UHS, ATVI, GOOGL, STZ, DLTR
|
13F-HR |
5/16/2016, 11:58 AM |
| Q4 2015 |
21 |
$1.48B |
+$316M |
-$409M |
-$93.6M |
STZ, AGN, GOOGL, UHS, STJ
|
13F-HR |
2/16/2016, 09:12 AM |
| Q3 2015 |
20 |
$1.49B |
+$524M |
-$578M |
-$54.2M |
PYPL, UHS, AGN, GOOGL, DLTR
|
13F-HR |
11/16/2015, 06:32 AM |
| Q2 2015 |
20 |
$1.62B |
+$514M |
-$423M |
+$90.9M |
AGN, DLTR, MHFI, INTU, APD
|
13F-HR |
8/14/2015, 06:51 AM |
| Q1 2015 |
18 |
$1.52B |
+$374M |
-$1.05B |
-$675M |
MHFI, B108PS, DLTR, HUM, INTU
|
13F-HR |
5/15/2015, 06:28 AM |
| Q4 2014 |
20 |
$2.02B |
+$307M |
-$692M |
-$385M |
STZ, HUM, B108PS, TIF, INTU
|
13F-HR |
2/17/2015, 06:42 AM |
| Q3 2014 |
21 |
$2.29B |
+$896M |
-$768M |
+$128M |
HUM, B108PS, TIF, APD, INTU
|
13F-HR |
11/14/2014, 06:59 AM |
| Q2 2014 |
21 |
$2.17B |
+$572M |
-$758M |
-$186M |
MON, HUM, ADBE, TMO, STZ
|
13F-HR |
8/14/2014, 07:07 AM |
| Q1 2014 |
24 |
$2.26B |
+$434M |
-$901M |
-$467M |
HUM, STZ, MON, TMO, ADBE
|
13F-HR |
5/15/2014, 07:22 AM |
| Q4 2013 |
25 |
$2.66B |
$0 |
$0 |
|
ICE, AMZN, TMO, HUM, META
|
13F-HR |
2/14/2014, 06:50 AM |