Q2 2024 |
36 |
$542M |
+$76.9M |
-$12.7M |
+$64.2M |
AMZN, NVDA, MSFT, NOW, MA
|
13F-HR |
8/9/2024, 01:37 PM |
Q1 2024 |
35 |
$530M |
+$13.3M |
-$63.9M |
-$50.6M |
AMZN, NVDA, MSFT, NOW, MA
|
13F-HR |
5/13/2024, 08:09 AM |
Q4 2023 |
37 |
$506M |
+$19M |
-$25.6M |
-$6.61M |
MSFT, NOW, AMZN, NVDA, MA
|
13F-HR |
2/12/2024, 10:24 AM |
Q3 2023 |
35 |
$434M |
+$5.83M |
-$19.3M |
-$13.5M |
MSFT, NVDA, AMZN, MA, NOW
|
13F-HR |
11/13/2023, 06:53 AM |
Q2 2023 |
39 |
$479M |
+$16.3M |
-$88.9M |
-$72.5M |
MSFT, NVDA, NOW, MA, AMZN
|
13F-HR |
8/11/2023, 12:25 PM |
Q1 2023 |
33 |
$475M |
+$11.8M |
-$589M |
-$577M |
NVDA, MSFT, MA, NOW, AAPL
|
13F-HR |
5/12/2023, 12:53 PM |
Q4 2022 |
34 |
$871M |
+$399M |
-$9.39M |
+$390M |
MSFT, MA, NOW, NVDA, AMZN
|
13F-HR |
2/13/2023, 08:24 AM |
Q3 2022 |
33 |
$450M |
+$8.82M |
-$23.5M |
-$14.7M |
MSFT, AMZN, MA, NOW, AAPL
|
13F-HR |
11/14/2022, 08:59 AM |
Q2 2022 |
35 |
$500M |
+$47.6M |
-$31.9M |
+$15.7M |
MSFT, NOW, MA, AMZN, NVDA
|
13F-HR |
8/10/2022, 10:54 AM |
Q1 2022 |
39 |
$722M |
+$34.5M |
-$15.8M |
+$18.7M |
AMZN, MSFT, NVDA, NOW, MA
|
13F-HR |
5/10/2022, 01:18 PM |
Q4 2021 |
46 |
$820M |
+$69.6M |
-$61.5M |
+$8.12M |
NVDA, MSFT, AMZN, NOW, MA
|
13F-HR |
2/10/2022, 11:13 AM |
Q3 2021 |
43 |
$818M |
+$56M |
-$38.8M |
+$17.2M |
AMZN, NOW, MSFT, NVDA, PYPL
|
13F-HR |
11/12/2021, 08:27 AM |
Q2 2021 |
42 |
$825M |
+$28.8M |
-$43.7M |
-$14.9M |
AMZN, PYPL, MSFT, NOW, NVDA
|
13F-HR |
8/12/2021, 10:22 AM |
Q1 2021 |
37 |
$738M |
+$50.6M |
-$195M |
-$144M |
AMZN, MSFT, MA, NOW, V
|
13F-HR |
5/6/2021, 09:26 AM |
Q4 2020 |
36 |
$897M |
+$54.1M |
-$37.6M |
+$16.4M |
AMZN, MSFT, NOW, MA, V
|
13F-HR |
2/8/2021, 09:08 AM |
Q3 2020 |
38 |
$810M |
+$24.5M |
-$43.1M |
-$18.5M |
AMZN, MSFT, CRM, MA, NOW
|
13F-HR |
11/12/2020, 09:16 AM |
Q2 2020 |
38 |
$729M |
+$23.9M |
-$112K |
+$23.8M |
AMZN, MSFT, V, MA, CRM
|
13F-HR |
8/10/2020, 02:31 PM |
Q1 2020 |
38 |
$524M |
+$7.75M |
-$16.7M |
-$8.91M |
MSFT, AMZN, V, MA, CRM
|
13F-HR |
5/11/2020, 08:36 AM |
Q4 2019 |
37 |
$596M |
+$6.65M |
-$199M |
-$192M |
V, MA, MSFT, AMZN, CRM
|
13F-HR |
2/13/2020, 08:38 AM |
Q3 2019 |
37 |
$707M |
+$81.1M |
-$11.4M |
+$69.7M |
V, MA, MSFT, AMZN, CRM
|
13F-HR |
11/12/2019, 10:19 AM |
Q2 2019 |
36 |
$660M |
+$9.33M |
-$15.6M |
-$6.29M |
V, AMZN, MA, MSFT, CRM
|
13F-HR |
8/12/2019, 08:06 AM |
Q1 2019 |
36 |
$628M |
+$45.5M |
-$74.1M |
-$28.6M |
AMZN, V, CRM, MA, MSFT
|
13F-HR |
5/13/2019, 08:23 AM |
Q4 2018 |
38 |
$546M |
+$18.4M |
-$27.8M |
-$9.42M |
AMZN, CRM, V, MA, ADBE
|
13F-HR |
2/13/2019, 07:34 PM |
Q3 2018 |
41 |
$672M |
+$414K |
-$51M |
-$50.5M |
AMZN, CRM, V, ADBE, MA
|
13F-HR |
11/13/2018, 10:11 AM |
Q2 2018 |
39 |
$643M |
+$30.1M |
-$42.8M |
-$12.7M |
AMZN, V, CRM, ADBE, GOOG
|
13F-HR |
8/13/2018, 06:24 AM |
Q1 2018 |
39 |
$595M |
+$78M |
-$86M |
-$7.98M |
AMZN, V, CRM, GOOG, ADBE
|
13F-HR |
5/14/2018, 08:28 AM |
Q4 2017 |
40 |
$552M |
+$51.7M |
-$68.4M |
-$16.7M |
META, AMZN, V, GOOG, CRM
|
13F-HR |
2/6/2018, 10:27 AM |
Q3 2017 |
40 |
$544M |
+$39.6M |
-$67.7M |
-$28.1M |
META, V, GOOG, AMZN, CRM
|
13F-HR |
11/13/2017, 09:50 AM |
Q2 2017 |
40 |
$551M |
+$25.9M |
-$24.9M |
+$1.05M |
META, AMZN, V, ULTA, CRM
|
13F-HR |
8/11/2017, 11:10 AM |
Q1 2017 |
42 |
$517M |
+$17.6M |
-$65.8M |
-$48.2M |
META, V, ULTA, AMZN, CRM
|
13F-HR |
5/9/2017, 01:21 PM |
Q4 2016 |
43 |
$507M |
+$2.67M |
-$92.1M |
-$89.5M |
META, ULTA, V, AMZN, GOOG
|
13F-HR |
2/10/2017, 03:15 PM |
Q3 2016 |
41 |
$636M |
+$39.4M |
-$145M |
-$106M |
META, V, AMZN, ULTA, CRM
|
13F-HR |
11/14/2016, 09:26 AM |
Q2 2016 |
42 |
$689M |
+$35.7M |
-$31M |
+$4.77M |
META, SBUX, CRM, ULTA, V
|
13F-HR |
8/12/2016, 12:36 PM |
Q1 2016 |
40 |
$692M |
+$59.4M |
-$64M |
-$4.55M |
META, SBUX, V, CRM, PCLN
|
13F-HR |
5/12/2016, 09:34 AM |
Q4 2015 |
41 |
$749M |
+$110M |
-$66.8M |
+$43.3M |
META, SBUX, V, CRM, LNKD
|
13F-HR |
2/11/2016, 11:34 AM |
Q3 2015 |
41 |
$651M |
+$101M |
-$19.1M |
+$81.5M |
META, SBUX, PCLN, V, LNKD
|
13F-HR |
11/12/2015, 03:08 PM |
Q2 2015 |
42 |
$595M |
+$48.4M |
-$76.2M |
-$27.8M |
META, SBUX, LNKD, CRM, REGN
|
13F-HR |
8/11/2015, 11:56 AM |
Q1 2015 |
43 |
$632M |
+$63.8M |
-$95.1M |
-$31.3M |
META, LNKD, SBUX, PCLN, CRM
|
13F-HR |
5/11/2015, 09:17 AM |
Q4 2014 |
44 |
$638M |
+$43.6M |
-$88.1M |
-$44.5M |
META, LNKD, SBUX, PCLN, V
|
13F-HR |
2/9/2015, 10:14 AM |
Q3 2014 |
42 |
$667M |
+$27.1M |
-$69.1M |
-$42M |
META, PCLN, GILD, LNKD, SBUX
|
13F-HR |
11/12/2014, 09:40 AM |
Q2 2014 |
42 |
$689M |
+$141M |
-$13.2M |
+$128M |
META, PCLN, BEAV, AMZN, LNKD
|
13F-HR |
8/13/2014, 09:22 AM |
Q1 2014 |
41 |
$603M |
+$127M |
-$25.1M |
+$102M |
META, PCLN, BEAV, AMZN, LNKD
|
13F-HR |
5/13/2014, 08:50 AM |
Q4 2013 |
42 |
$530M |
$0 |
$0 |
|
AMZN, PCLN, LNKD, META, MA
|
13F-HR |
2/13/2014, 11:09 AM |