| Q3 2022 |
3 |
$22.9M |
+$399K |
-$17.9M |
-$17.5M |
APMIU, PLYA, MNTSW
|
13F-HR |
11/14/2022, 06:05 AM |
| Q2 2022 |
7 |
$41.8M |
+$8.93M |
-$6M |
+$2.92M |
APMIU, PLYA, FIS, GPN, AA
|
13F-HR |
8/10/2022, 03:05 PM |
| Q1 2022 |
8 |
$43.1M |
+$3.23M |
-$22M |
-$18.7M |
APMIU, PLYA, FIS, HDB, HUM
|
13F-HR |
5/13/2022, 01:00 PM |
| Q4 2021 |
8 |
$62.5M |
$0 |
$0 |
|
FIS, APMIU, PLYA, CI, ATVI
|
13F-HR |
2/11/2022, 05:05 PM |
| Q3 2019 |
8 |
$37.5M |
+$3.17M |
-$8.02M |
-$4.85M |
PTCT, META, HUM, PLYA, HDB
|
13F-HR |
11/14/2019, 10:39 AM |
| Q2 2019 |
8 |
$47.9M |
+$9.56M |
-$11.5M |
-$1.89M |
PTCT, META, HUM, PLYA, GOOG
|
13F-HR |
8/14/2019, 09:38 AM |
| Q1 2019 |
7 |
$47.6M |
+$11.7M |
-$7.66M |
+$3.99M |
META, CNC, GOOG, PLYA, TSG
|
13F-HR |
5/15/2019, 10:25 AM |
| Q4 2018 |
9 |
$43.3M |
+$1.63M |
-$10.2M |
-$8.61M |
PLYA, META, GOOG, CNC, TSG
|
13F-HR |
2/14/2019, 04:02 PM |
| Q3 2018 |
13 |
$65.6M |
+$5.72M |
-$16.3M |
-$10.6M |
TSG, PLYA, CNC, GOOG, MCK
|
13F-HR |
11/14/2018, 01:52 PM |
| Q2 2018 |
11 |
$77.8M |
+$4.56M |
-$42.1M |
-$37.5M |
AGN, CNC, TSG, PLYA, MCK
|
13F-HR |
8/14/2018, 02:20 PM |
| Q1 2018 |
11 |
$106M |
+$31.5M |
-$9.96M |
+$21.5M |
AGN, CNC, TWX, META, MCK
|
13F-HR |
5/15/2018, 10:10 AM |
| Q4 2017 |
11 |
$82.5M |
+$16.6M |
-$53.1M |
-$36.5M |
AGN, TWX, TSG, EFX, CNC
|
13F-HR |
2/14/2018, 08:56 AM |
| Q3 2017 |
13 |
$120M |
+$64.8M |
-$29.6M |
+$35.1M |
AGN, TSG, EFX, SHPG, MCK
|
13F-HR |
11/14/2017, 09:40 AM |
| Q2 2017 |
10 |
$88.8M |
+$12.6M |
-$29.7M |
-$17M |
AGN, MCK, AYA, TSN, AET
|
13F-HR |
8/14/2017, 09:21 AM |
| Q1 2017 |
15 |
$100M |
+$17.4M |
-$109M |
-$91.6M |
AGN, AYA, MCK, CNC, TSN
|
13F-HR |
5/15/2017, 03:43 PM |
| Q4 2016 |
12 |
$166M |
+$30.1M |
-$238M |
-$208M |
AYA, AGN, MCK, TSN, ADPTQ
|
13F-HR |
2/14/2017, 08:28 AM |
| Q3 2016 |
6 |
$471M |
+$52.6M |
-$274M |
-$222M |
AGN, AYA, ADPTQ, TSN, HCA
|
13F-HR |
11/14/2016, 12:04 PM |
| Q2 2016 |
11 |
$693M |
+$146M |
-$316M |
-$171M |
AGN, AYA, ADPTQ, GNCIQ, TSN
|
13F-HR |
8/15/2016, 07:42 AM |
| Q1 2016 |
14 |
$911M |
+$118M |
-$406M |
-$289M |
GNCIQ, AGN, AYA, HCA, BAC
|
13F-HR |
5/16/2016, 09:52 AM |
| Q4 2015 |
16 |
$1.19B |
+$321M |
-$397M |
-$75.4M |
AGN, GNCIQ, SYF, TSN, HCA
|
13F-HR |
2/16/2016, 08:42 AM |
| Q3 2015 |
18 |
$1.29B |
+$426M |
-$162M |
+$264M |
TSN, GNCIQ, BAC, AGN, AYA
|
13F-HR |
11/16/2015, 09:32 AM |
| Q2 2015 |
14 |
$1.24B |
+$520M |
-$747M |
-$227M |
GNCIQ, TSN, CYH, BAC, AYA
|
13F-HR |
8/14/2015, 09:20 AM |
| Q1 2015 |
17 |
$1.42B |
+$480M |
-$441M |
+$39.1M |
TSN, HUN, GNCIQ, KAR, ALSN
|
13F-HR |
5/15/2015, 08:02 AM |
| Q4 2014 |
14 |
$1.33B |
+$370M |
-$480M |
-$110M |
GNCIQ, HUN, KAR, CYH, SPR
|
13F-HR |
2/17/2015, 09:18 AM |
| Q3 2014 |
14 |
$1.46B |
+$286M |
-$615M |
-$329M |
GNCIQ, CYH, SDOCQ, KAR, M
|
13F-HR |
11/14/2014, 08:28 AM |
| Q2 2014 |
15 |
$1.87B |
+$189M |
-$532M |
-$343M |
SDOCQ, CYH, GNCIQ, M, HUN
|
13F-HR |
8/14/2014, 09:44 AM |
| Q1 2014 |
18 |
$2.08B |
+$681M |
-$717M |
-$35.6M |
SDOCQ, M, GNCIQ, EQIX, HUN
|
13F-HR |
5/15/2014, 09:44 AM |
| Q4 2013 |
18 |
$2.1B |
$0 |
$0 |
|
SDOCQ, HAL, M, EQIX, HUN
|
13F-HR |
2/14/2014, 08:25 AM |