Q2 2024 |
14 |
$1.47B |
+$47.1M |
-$81.4M |
-$34.3M |
GOOGL, UNH, V, DHR, MSFT
|
13F-HR |
8/14/2024, 09:32 AM |
Q1 2024 |
14 |
$1.55B |
+$190M |
-$269M |
-$78.7M |
GOOGL, V, HCA, DHR, UNH
|
13F-HR |
5/15/2024, 09:31 AM |
Q4 2023 |
14 |
$1.52B |
+$115M |
-$91M |
+$24.1M |
GOOGL, UNH, V, HCA, CMCSA
|
13F-HR |
2/14/2024, 09:33 AM |
Q3 2023 |
13 |
$1.39B |
+$66.3M |
-$95.1M |
-$28.8M |
UNH, GOOGL, V, DHR, CMCSA
|
13F-HR |
11/14/2023, 09:31 AM |
Q2 2023 |
14 |
$1.44B |
+$254M |
-$177M |
+$76.4M |
V, GOOGL, UNH, DHR, CMCSA
|
13F-HR |
8/14/2023, 09:31 AM |
Q1 2023 |
13 |
$1.27B |
+$158M |
-$126M |
+$31.5M |
V, GOOGL, BRKB, UNH, CMCSA
|
13F-HR |
5/15/2023, 09:31 AM |
Q4 2022 |
12 |
$1.17B |
+$302M |
-$243M |
+$58.9M |
GOOGL, V, BRKB, HCA, CMCSA
|
13F-HR |
2/14/2023, 04:06 PM |
Q3 2022 |
11 |
$1B |
+$395M |
-$754M |
-$360M |
HCA, V, GOOGL, BRKB, AMZN
|
13F-HR |
11/14/2022, 04:03 PM |
Q2 2022 |
11 |
$1.53B |
+$468M |
-$360M |
+$108M |
V, AMZN, CHTR, CMCSA, META
|
13F-HR |
8/15/2022, 05:22 PM |
Q1 2022 |
11 |
$1.99B |
+$374M |
-$387M |
-$12.8M |
AMZN, V, CMCSA, GOOGL, SQ
|
13F-HR |
5/16/2022, 04:01 PM |
Q4 2021 |
10 |
$2.03B |
+$175M |
-$231M |
-$56.1M |
V, UNH, AMZN, CMCSA, HCA
|
13F-HR |
2/14/2022, 04:05 PM |
Q3 2021 |
10 |
$2.01B |
+$138M |
-$263M |
-$126M |
V, AMZN, UNH, GOOGL, CMCSA
|
13F-HR |
11/15/2021, 04:03 PM |
Q2 2021 |
10 |
$2.12B |
+$147M |
-$146M |
+$1.12M |
AMZN, UNH, V, GOOGL, CMCSA
|
13F-HR |
8/16/2021, 04:07 PM |
Q1 2021 |
9 |
$1.94B |
+$306M |
-$342M |
-$36.3M |
UNH, AMZN, V, GOOGL, HCA
|
13F-HR |
5/17/2021, 04:02 PM |
Q4 2020 |
10 |
$1.84B |
+$264M |
-$153M |
+$111M |
UNH, JPM, HCA, V, AMZN
|
13F-HR |
2/16/2021, 04:04 PM |
Q3 2020 |
10 |
$1.49B |
+$377M |
-$343M |
+$33.9M |
UNH, HCA, JPM, V, GOOGL
|
13F-HR |
11/16/2020, 04:01 PM |
Q2 2020 |
12 |
$1.32B |
+$333M |
-$396M |
-$63.5M |
UNH, HCA, BRKB, CHTR, AMZN
|
13F-HR |
8/14/2020, 04:11 PM |
Q1 2020 |
13 |
$1.21B |
+$487M |
-$213M |
+$274M |
CMCSA, UNH, GOOGL, HCA, AMZN
|
13F-HR |
5/15/2020, 04:06 PM |
Q4 2019 |
10 |
$1.2B |
+$187M |
-$229M |
-$42.3M |
CMCSA, BRKB, GOOGL, UNH, CHTR
|
13F-HR |
2/14/2020, 04:01 PM |
Q3 2019 |
17 |
$1.16B |
+$68.2M |
-$76.1M |
-$7.94M |
CMCSA, BRKB, GOOGL, CHTR, WFC
|
13F-HR |
11/14/2019, 04:11 PM |
Q2 2019 |
17 |
$1.14B |
+$106M |
-$39.7M |
+$66.1M |
CMCSA, BRKB, CHTR, GOOGL, JPM
|
13F-HR |
8/14/2019, 04:04 PM |
Q1 2019 |
17 |
$1.01B |
+$90.3M |
-$191M |
-$100M |
CMCSA, BRKB, GOOGL, CHTR, JPM
|
13F-HR |
5/15/2019, 04:06 PM |
Q4 2018 |
18 |
$1.01B |
+$165M |
-$103M |
+$62.2M |
CMCSA, BRKB, GOOGL, HCA, JPM
|
13F-HR |
2/14/2019, 04:59 PM |
Q3 2018 |
12 |
$1.07B |
+$77.4M |
-$159M |
-$81.7M |
CMCSA, BRKB, HCA, GOOGL, CHTR
|
13F-HR |
11/14/2018, 04:04 PM |
Q2 2018 |
12 |
$1.01B |
+$69.1M |
-$33.2M |
+$35.9M |
CMCSA, HCA, BRKB, GOOGL, IQV
|
13F-HR |
8/14/2018, 04:02 PM |
Q1 2018 |
13 |
$984M |
+$142M |
$0 |
+$142M |
CMCSA, BRKB, HCA, GOOGL, IQV
|
13F-HR |
5/15/2018, 04:03 PM |
Q4 2017 |
11 |
$847M |
+$115M |
-$81M |
+$34.5M |
CMCSA, BRKB, HCA, HHC, DVA
|
13F-HR |
2/14/2018, 04:18 PM |
Q3 2017 |
12 |
$747M |
+$73.6M |
-$156M |
-$82.4M |
CMCSA, BRKB, HCA, HHC, DVA
|
13F-HR |
11/14/2017, 04:10 PM |
Q2 2017 |
14 |
$772M |
+$113M |
-$107M |
+$5.66M |
BRKB, HCA, CMCSA, DVA, NKE
|
13F-HR |
8/14/2017, 04:02 PM |
Q1 2017 |
13 |
$827M |
+$121M |
-$75.1M |
+$45.4M |
CMCSA, BRKB, HCA, HHC, DVA
|
13F-HR |
5/15/2017, 04:06 PM |
Q4 2016 |
11 |
$785M |
+$143M |
-$134M |
+$9.13M |
CMCSA, BRKB, HCA, HHC, CHTR
|
13F-HR |
2/14/2017, 04:12 PM |
Q3 2016 |
14 |
$766M |
+$92.6M |
-$138M |
-$45.3M |
HCA, BRKB, CMCSA, HHC, DVA
|
13F-HR |
11/14/2016, 04:42 PM |
Q2 2016 |
11 |
$789M |
+$189M |
-$231M |
-$41.2M |
BRKB, HCA, HHC, CMCSA, CHTR
|
13F-HR |
8/15/2016, 04:01 PM |
Q1 2016 |
13 |
$818M |
+$183M |
-$141M |
+$42.1M |
HHC, HCA, CHTR, DVA, CMCSA
|
13F-HR |
4/12/2016, 11:41 AM |
Q4 2015 |
13 |
$764M |
+$153M |
-$301M |
-$148M |
CHTR, HHC, BRKB, ALSN, HCA
|
13F-HR |
2/16/2016, 04:12 PM |
Q3 2015 |
13 |
$947M |
+$405M |
-$410M |
-$5.74M |
ST, CHTR, HHC, VRX, ALSN
|
13F-HR |
11/16/2015, 03:38 PM |
Q2 2015 |
11 |
$1.1B |
+$278M |
-$137M |
+$141M |
VRX, ALSN, HHC, PAH, MON
|
13F-HR |
8/14/2015, 04:20 PM |
Q1 2015 |
11 |
$978M |
+$154M |
-$95.8M |
+$58.3M |
HHC, VRX, PAH, ALSN, ST
|
13F-HR |
5/15/2015, 04:05 PM |
Q4 2014 |
9 |
$844M |
+$144M |
-$358M |
-$214M |
VRX, PAH, ST, HHC, FOX
|
13F-HR |
2/17/2015, 04:02 PM |
Q3 2014 |
12 |
$1.02B |
+$292M |
-$341M |
-$49.5M |
ST, JAH, FOX, C, ALSN
|
13F-HR |
11/14/2014, 04:02 PM |
Q2 2014 |
12 |
$1.07B |
+$471M |
-$205M |
+$266M |
ST, JAH, CMCSA, FOXA, C
|
13F-HR |
8/14/2014, 04:09 PM |
Q1 2014 |
14 |
$760M |
+$441M |
-$378M |
+$63.7M |
ST, CMCSA, FOXA, ALSN, LB
|
13F-HR |
5/15/2014, 03:17 PM |
Q4 2013 |
15 |
$688M |
$0 |
$0 |
|
ST, TGT, FOXA, ALSN, ORCL
|
13F-HR |
2/14/2014, 09:29 AM |