Q3 2018 |
17 |
$43.8M |
+$9.11M |
-$9.33M |
-$223K |
BRKB, BKNG, META, AER, BRO
|
13F-HR |
11/14/2018, 12:01 PM |
Q2 2018 |
17 |
$41.4M |
+$9.29M |
-$5.87M |
+$3.42M |
BRKB, BRO, SONY, AER, META
|
13F-HR |
8/14/2018, 12:01 PM |
Q1 2018 |
14 |
$36.8M |
+$10.1M |
-$9.6M |
+$463K |
BRKB, GOOG, META, BRO, AER
|
13F-HR |
5/15/2018, 12:00 PM |
Q4 2017 |
21 |
$38M |
+$7.3M |
-$18.9M |
-$11.6M |
BRKB, GOOG, Y, BRO, IBKR
|
13F-HR |
2/14/2018, 12:00 PM |
Q3 2017 |
21 |
$45.6M |
+$19.1M |
-$7.97M |
+$11.1M |
SPY, BRKB, GOOG, IBKR, BRO
|
13F-HR |
11/14/2017, 11:01 AM |
Q2 2017 |
19 |
$31.6M |
+$11.5M |
-$17.7M |
-$6.17M |
BRKB, IBKR, FC, BRO, GOOG
|
13F-HR |
8/14/2017, 12:10 PM |
Q1 2017 |
19 |
$37.2M |
+$14.6M |
-$16M |
-$1.32M |
BRKB, SPY, IAC, FC, XOXO
|
13F-HR |
5/15/2017, 12:00 PM |
Q4 2016 |
20 |
$37.7M |
+$6.1M |
-$15.6M |
-$9.55M |
BRKB, CTSH, Y, BRO, IAC
|
13F-HR |
2/14/2017, 12:15 PM |
Q3 2016 |
26 |
$44.9M |
+$4.79M |
-$20.7M |
-$15.9M |
BRKB, Y, IAC, CTSH, AAPL
|
13F-HR |
11/14/2016, 12:00 PM |
Q2 2016 |
31 |
$58M |
+$17.3M |
-$7.67M |
+$9.62M |
BRKB, AAPL, Y, ISCA, TTEK
|
13F-HR |
8/15/2016, 12:00 PM |
Q1 2016 |
25 |
$47.1M |
+$20.7M |
-$8.6M |
+$12.1M |
Y, BRKB, AAPL, TTEK, ISCA
|
13F-HR |
5/16/2016, 12:00 PM |
Q4 2015 |
17 |
$33.8M |
+$11.7M |
-$32.8M |
-$21.1M |
BRKB, AAPL, Y, TTEK, PH
|
13F-HR |
2/16/2016, 12:00 PM |
Q3 2015 |
28 |
$54.1M |
+$11.5M |
-$7.1M |
+$4.44M |
Y, KLIC, TRK, BRKB, KEYS
|
13F-HR |
11/16/2015, 12:00 PM |
Q2 2015 |
24 |
$54.9M |
+$8.63M |
-$24M |
-$15.4M |
Y, KLIC, TRK, ISCA, KEYS
|
13F-HR |
8/14/2015, 12:00 PM |
Q1 2015 |
30 |
$70.5M |
+$25.2M |
-$11.9M |
+$13.3M |
Y, ISCA, KLIC, BRKB, TRK
|
13F-HR |
5/15/2015, 12:00 PM |
Q4 2014 |
24 |
$56.9M |
+$17M |
-$24.9M |
-$7.92M |
Y, KLIC, ISCA, TTEK, PERY
|
13F-HR |
2/17/2015, 11:01 AM |
Q3 2014 |
24 |
$61.1M |
+$14.3M |
-$11.1M |
+$3.25M |
Y, KLIC, TTEK, VOXX, BRKB
|
13F-HR |
11/14/2014, 08:00 AM |
Q2 2014 |
26 |
$59.2M |
+$23.8M |
-$14.9M |
+$8.98M |
Y, KLIC, VOXX, TTEK, BRKB
|
13F-HR |
8/14/2014, 12:00 PM |
Q1 2014 |
24 |
$51.1M |
+$17.3M |
-$43.4M |
-$26M |
Y, KLIC, DDS, VOXX, COH
|
13F-HR |
5/15/2014, 08:49 AM |
Q4 2013 |
25 |
$76.6M |
$0 |
$0 |
|
TTEK, INGR, EMC, ACN, DDS
|
13F-HR |
2/14/2014, 06:04 AM |