Q3 2024 |
45 |
$3.65B |
+$1.17B |
-$1.28B |
-$111M |
CPNG, COHR, CRH, WCC, MRVL
|
13F-HR |
11/14/2024, 04:11 PM |
Q2 2024 |
54 |
$3.5B |
+$1.44B |
-$1.39B |
+$42M |
CPNG, COHR, AMZN, CRH, MRVL
|
13F-HR |
8/14/2024, 04:05 PM |
Q1 2024 |
49 |
$3.32B |
+$1.7B |
-$1.51B |
+$185M |
CPNG, ARMK, AMZN, MSFT, FCX
|
13F-HR |
5/15/2024, 04:05 PM |
Q4 2023 |
48 |
$2.79B |
+$827M |
-$1.21B |
-$380M |
CPNG, AMZN, SCHW, ARMK, MSFT
|
13F-HR |
2/14/2024, 04:06 PM |
Q3 2023 |
50 |
$2.91B |
+$1.32B |
-$1.01B |
+$312M |
MSFT, TMUS, VRT, ARMK, CPNG
|
13F-HR |
11/14/2023, 04:05 PM |
Q2 2023 |
48 |
$2.62B |
+$1.46B |
-$745M |
+$712M |
TMUS, ARMK, VRT, FI, CPNG
|
13F-HR |
8/14/2023, 04:05 PM |
Q1 2023 |
42 |
$1.78B |
+$964M |
-$686M |
+$278M |
TMUS, ARMK, LW, UNH, ORCL
|
13F-HR |
5/15/2023, 04:05 PM |
Q4 2022 |
41 |
$1.46B |
+$767M |
-$1.3B |
-$529M |
TMUS, ARMK, AMZN, FTI, VRT
|
13F-HR |
2/14/2023, 04:05 PM |
Q3 2022 |
39 |
$1.96B |
+$621M |
-$1.41B |
-$788M |
MSFT, TMUS, AMZN, CRM, NOC
|
13F-HR |
11/10/2022, 04:15 PM |
Q2 2022 |
55 |
$2.67B |
+$1.2B |
-$962M |
+$236M |
MSFT, AMZN, TMUS, EQT, UBER
|
Restatement |
8/12/2022, 05:27 PM |
Q1 2022 |
56 |
$2.75B |
+$1.71B |
-$2.04B |
-$335M |
MSFT, TMUS, UBER, CRM, EQT
|
13F-HR |
5/13/2022, 04:15 PM |
Q4 2021 |
89 |
$3.24B |
+$1.04B |
-$2.14B |
-$1.09B |
META, PANW, UBER, CRM, BKNG
|
13F-HR |
2/11/2022, 04:05 PM |
Q3 2021 |
106 |
$4.21B |
+$2.04B |
-$2.14B |
-$98.9M |
PANW, META, AMZN, ALL, MSFT
|
13F-HR |
11/15/2021, 02:49 PM |
Q2 2021 |
101 |
$4.22B |
+$2.06B |
-$1.71B |
+$356M |
MSFT, AMZN, NFLX, RUN, ADI
|
13F-HR |
8/13/2021, 04:17 PM |
Q1 2021 |
91 |
$3.6B |
+$1.48B |
-$2.08B |
-$600M |
MSFT, AMZN, META, GOOGL, UNH
|
13F-HR |
5/14/2021, 04:16 PM |
Q4 2020 |
107 |
$4.01B |
+$2.32B |
-$1.5B |
+$826M |
MSFT, AMZN, FI, COF, RUN
|
13F-HR |
2/12/2021, 09:04 PM |
Q3 2020 |
91 |
$2.95B |
+$1.13B |
-$1.05B |
+$89M |
AMZN, BABA, MSFT, GOOGL, CRM
|
13F-HR |
11/16/2020, 04:19 PM |
Q2 2020 |
73 |
$2.63B |
+$1.7B |
-$920M |
+$781M |
CRM, BABA, AMZN, FI, MSFT
|
13F-HR |
8/14/2020, 05:27 PM |
Q1 2020 |
56 |
$1.52B |
+$431M |
-$2.25B |
-$1.82B |
AMZN, MSFT, NFLX, ADBE, MA
|
13F-HR |
5/15/2020, 05:19 PM |
Q4 2019 |
86 |
$3.67B |
+$1.95B |
-$907M |
+$1.04B |
FI, ADBE, AMZN, HUM, MA
|
13F-HR |
2/14/2020, 04:06 PM |
Q3 2019 |
86 |
$2.52B |
+$975M |
-$2.29B |
-$1.32B |
FI, ADBE, MA, UNP, CRM
|
13F-HR |
11/14/2019, 04:04 PM |
Q2 2019 |
91 |
$4.14B |
+$1.88B |
-$2.08B |
-$199M |
CRM, ADBE, NFLX, BA, AMZN
|
13F-HR |
8/14/2019, 04:47 PM |
Q1 2019 |
105 |
$4.17B |
+$2.79B |
-$935M |
+$1.86B |
ADBE, MSFT, NFLX, CRM, LOW
|
13F-HR |
5/15/2019, 04:39 PM |
Q4 2018 |
73 |
$2.16B |
+$843M |
-$4.7B |
-$3.85B |
EEM, PAM, TMUS, MSFT, ADBE
|
13F-HR |
2/14/2019, 06:02 AM |
Q3 2018 |
122 |
$6.85B |
+$2.43B |
-$4.22B |
-$1.79B |
MPC, MSFT, ADBE, TRGP, BABA
|
13F-HR |
11/14/2018, 04:00 PM |
Q2 2018 |
137 |
$8.27B |
+$3.98B |
-$4.47B |
-$490M |
TRGP, MSFT, AET, MPC, ADBE
|
13F-HR |
8/14/2018, 04:00 PM |
Q1 2018 |
133 |
$8.71B |
+$4.25B |
-$5.08B |
-$828M |
LRCX, LNG, GOOGL, CRM, MSFT
|
13F-HR |
5/15/2018, 04:06 PM |
Q4 2017 |
124 |
$9.47B |
+$3.19B |
-$4.37B |
-$1.18B |
WFC, ECA, GOOGL, PAM, AVGO
|
13F-HR |
2/14/2018, 04:02 PM |
Q3 2017 |
132 |
$10.1B |
+$4.02B |
-$2.98B |
+$1.04B |
GOOGL, META, WFC, C, CTRA
|
13F-HR |
11/14/2017, 04:02 PM |
Q2 2017 |
117 |
$8.55B |
+$3.1B |
-$3.38B |
-$279M |
BAC, CTRA, AMZN, META, CMCSA
|
13F-HR |
8/14/2017, 04:02 PM |
Q1 2017 |
122 |
$8.41B |
+$5.39B |
-$3.26B |
+$2.12B |
DOW, META, ADSK, BAC, GOOGL
|
13F-HR |
5/15/2017, 04:00 PM |
Q4 2016 |
110 |
$6.01B |
+$3.3B |
-$4.88B |
-$1.58B |
LYB, CMCSA, WFC, CFG, KEY
|
13F-HR |
2/14/2017, 04:00 PM |
Q3 2016 |
143 |
$7.23B |
+$3.76B |
-$1.41B |
+$2.34B |
TEVA, AMZN, AVGO, BAC, MSFT
|
13F-HR |
11/14/2016, 04:12 PM |
Q2 2016 |
100 |
$4.55B |
+$2.81B |
-$1.89B |
+$919M |
TEVA, AMZN, AVGO, MSFT, CELG
|
13F-HR |
8/15/2016, 04:07 PM |
Q1 2016 |
82 |
$3.66B |
+$1.6B |
-$1.55B |
+$58.4M |
TEVA, AGN, LYB, CHTR, LNG
|
13F-HR |
5/16/2016, 04:18 PM |
Q4 2015 |
82 |
$3.84B |
+$1.8B |
-$1.18B |
+$622M |
TEVA, LNG, AGN, MCD, TWC
|
13F-HR |
2/16/2016, 04:14 PM |
Q3 2015 |
81 |
$3.16B |
+$544M |
-$4.27B |
-$3.72B |
LNG, GOOGL, TEVA, AYA, MCD
|
13F-HR |
11/16/2015, 04:15 PM |
Q2 2015 |
132 |
$7.57B |
+$2.88B |
-$2.01B |
+$872M |
LNG, TEVA, LYB, MCD, ABBV
|
13F-HR |
8/14/2015, 04:00 PM |
Q1 2015 |
111 |
$6.7B |
+$3.92B |
-$3.17B |
+$754M |
TEVA, LYB, LNG, ABBV, GOOGL
|
13F-HR |
5/15/2015, 04:02 PM |
Q4 2014 |
111 |
$5.86B |
+$2.96B |
-$2.61B |
+$348M |
TEVA, MU, DAL, TRP, UTX
|
13F-HR |
2/17/2015, 04:25 PM |
Q3 2014 |
95 |
$5.32B |
+$2.27B |
-$3.56B |
-$1.29B |
TEVA, ABBV, LNG, TRP, CF
|
13F-HR |
11/14/2014, 04:05 PM |
Q2 2014 |
120 |
$6.73B |
+$2.32B |
-$2.26B |
+$61.6M |
WAG, TEVA, CBS, LNG, VLO
|
13F-HR |
8/14/2014, 04:10 PM |
Q1 2014 |
115 |
$6.29B |
+$2.26B |
-$3.88B |
-$1.62B |
WAG, TEVA, CBS, LNG, HCA
|
13F-HR |
5/15/2014, 04:17 PM |
Q4 2013 |
133 |
$7.59B |
$0 |
$0 |
|
CBS, LNG, TEVA, WAG, DG
|
13F-HR |
2/14/2014, 04:41 PM |