Q3 2024 |
85 |
$986M |
+$218M |
-$88M |
+$130M |
NVDA, AMZN, AVGO, MSFT, META
|
13F-HR |
10/23/2024, 09:29 AM |
Q2 2024 |
75 |
$881M |
+$215M |
-$458M |
-$244M |
AMZN, NVDA, MSFT, AVGO, META
|
13F-HR |
7/24/2024, 03:25 PM |
Q1 2024 |
121 |
$1.13B |
+$208M |
-$46.5M |
+$162M |
AMZN, NVDA, MSFT, EG, META
|
13F-HR |
4/29/2024, 08:21 AM |
Q4 2023 |
106 |
$868M |
+$130M |
-$180M |
-$50.4M |
AMZN, MSFT, EG, NVDA, AVGO
|
13F-HR |
1/25/2024, 09:49 AM |
Q3 2023 |
108 |
$832M |
+$122M |
-$41.5M |
+$80M |
AMZN, EG, MSFT, ACGL, RNR
|
13F-HR |
10/25/2023, 09:20 AM |
Q2 2023 |
112 |
$744M |
+$220M |
-$266M |
-$45.9M |
EG, MSFT, AMZN, ACGL, RNR
|
13F-HR |
7/26/2023, 10:28 AM |
Q1 2023 |
104 |
$739M |
+$214M |
-$190M |
+$24M |
EG, ACGL, OXY, NVDA, CTRA
|
13F-HR |
4/28/2023, 09:14 AM |
Q4 2022 |
107 |
$681M |
+$231M |
-$48.5M |
+$183M |
EG, OXY, MRO, HAL, ACGL
|
13F-HR |
2/7/2023, 07:39 AM |
Q3 2022 |
86 |
$459M |
+$112M |
-$122M |
-$9.91M |
AMZN, OXY, MRO, CHRD, EG
|
13F-HR |
10/28/2022, 01:31 PM |
Q2 2022 |
85 |
$499M |
+$141M |
-$170M |
-$29.2M |
MRO, OXY, CVE, AMZN, SWN
|
13F-HR |
7/28/2022, 10:24 AM |
Q1 2022 |
91 |
$660M |
+$272M |
-$793M |
-$521M |
AMZN, OXY, FCX, NEM, MSFT
|
13F-HR |
4/25/2022, 09:45 AM |
Q4 2021 |
117 |
$1.24B |
+$139M |
-$397M |
-$257M |
AMD, NVDA, MSFT, FCX, BBWI
|
13F-HR |
1/27/2022, 10:46 AM |
Q3 2021 |
163 |
$1.43B |
+$280M |
-$376M |
-$96.1M |
MSFT, AMD, NVDA, SNAP, BBWI
|
13F-HR |
10/25/2021, 01:49 PM |
Q2 2021 |
190 |
$1.61B |
+$465M |
-$363M |
+$102M |
LB, MSFT, META, EG, NVDA
|
13F-HR |
7/29/2021, 09:04 AM |
Q1 2021 |
177 |
$1.42B |
+$457M |
-$623M |
-$166M |
MSFT, TWLO, LB, AMZN, FCX
|
13F-HR |
4/26/2021, 10:52 AM |
Q4 2020 |
132 |
$1.51B |
+$452M |
-$608M |
-$156M |
JD, AMZN, MSFT, META, BABA
|
13F-HR |
1/26/2021, 11:00 AM |
Q3 2020 |
129 |
$1.47B |
+$529M |
-$107M |
+$421M |
META, AMZN, BABA, JD, MSFT
|
13F-HR |
10/27/2020, 09:57 AM |
Q2 2020 |
105 |
$949M |
+$538M |
-$500M |
+$38.2M |
BABA, MSFT, JD, AMZN, XOM
|
13F-HR |
7/29/2020, 12:26 PM |
Q1 2020 |
76 |
$755M |
+$263M |
-$370M |
-$107M |
AGN, QQQ, SPY, AMZN, MA
|
13F-HR |
4/29/2020, 12:10 PM |
Q4 2019 |
83 |
$995M |
+$287M |
-$487M |
-$200M |
MA, AZUL, AGN, CRM, AMZN
|
13F-HR |
1/30/2020, 11:24 AM |
Q3 2019 |
99 |
$1.13B |
+$359M |
-$289M |
+$70.2M |
AMZN, MA, AGN, AZUL, CRM
|
13F-HR |
10/31/2019, 09:17 AM |
Q2 2019 |
98 |
$1.05B |
+$379M |
-$272M |
+$106M |
AMZN, MA, RHT, AZUL, V
|
13F-HR |
7/10/2019, 11:07 AM |
Q1 2019 |
98 |
$899M |
+$286M |
-$507M |
-$221M |
AZUL, AMZN, MA, CELG, NFLX
|
13F-HR |
4/29/2019, 11:39 AM |
Q4 2018 |
125 |
$993M |
+$325M |
-$305M |
+$19.4M |
V, AMZN, AZUL, MA, BA
|
13F-HR |
1/25/2019, 10:19 AM |
Q3 2018 |
136 |
$1.17B |
+$352M |
-$465M |
-$113M |
AMZN, V, MA, BABA, NFLX
|
13F-HR |
10/15/2018, 11:32 AM |
Q2 2018 |
125 |
$1.23B |
+$475M |
-$340M |
+$135M |
AMZN, WW, ANDV, META, NFLX
|
13F-HR |
8/1/2018, 03:18 PM |
Q1 2018 |
130 |
$1.04B |
+$530M |
-$322M |
+$209M |
AABA, AMZN, META, TWX, V
|
13F-HR |
5/7/2018, 11:44 AM |
Q4 2017 |
115 |
$808M |
+$305M |
-$658M |
-$353M |
TWX, AMZN, META, V, MA
|
13F-HR |
2/12/2018, 10:14 AM |
Q3 2017 |
172 |
$1.12B |
+$281M |
-$605M |
-$324M |
META, MA, AMZN, V, TWX
|
13F-HR |
11/6/2017, 10:38 AM |
Q2 2017 |
204 |
$1.37B |
+$778M |
-$526M |
+$252M |
BABA, V, META, MA, TWX
|
13F-HR |
8/7/2017, 01:43 PM |
Q1 2017 |
161 |
$1.09B |
+$499M |
-$740M |
-$241M |
PXD, V, MA, META, CMCSA
|
13F-HR |
5/8/2017, 09:59 AM |
Q4 2016 |
202 |
$1.3B |
+$597M |
-$381M |
+$216M |
AMZN, V, AGN, MA, META
|
13F-HR |
2/10/2017, 11:15 AM |
Q3 2016 |
155 |
$1.06B |
+$325M |
-$304M |
+$21M |
LNKD, AMZN, STZ, META, AGN
|
13F-HR |
11/14/2016, 07:36 AM |
Q2 2016 |
144 |
$979M |
+$369M |
-$550M |
-$181M |
AMZN, LNKD, STZ, META, CMCSA
|
13F-HR |
8/8/2016, 02:49 PM |
Q1 2016 |
170 |
$1.13B |
+$364M |
-$1.19B |
-$828M |
STZ, META, SYF, BMY, CMCSA
|
13F-HR |
5/10/2016, 09:54 AM |
Q4 2015 |
242 |
$1.98B |
+$753M |
-$933M |
-$180M |
AGN, BMY, STZ, AMZN, BUD
|
13F-HR |
2/10/2016, 01:17 PM |
Q3 2015 |
215 |
$2.09B |
+$942M |
-$444M |
+$498M |
BHI, BMY, AGN, HCA, V
|
13F-HR |
11/9/2015, 10:28 AM |
Q2 2015 |
245 |
$1.77B |
+$522M |
-$1.05B |
-$523M |
BHI, TWX, V, PCLN, META
|
13F-HR |
8/10/2015, 11:35 AM |
Q1 2015 |
264 |
$2.29B |
+$918M |
-$871M |
+$47.1M |
BHI, MDT, B108PS, TWX, V
|
13F-HR |
5/11/2015, 02:36 PM |
Q4 2014 |
254 |
$2.19B |
+$910M |
-$778M |
+$132M |
AGN, TWX, F113PS, BHI, META
|
13F-HR |
2/12/2015, 09:30 AM |
Q3 2014 |
253 |
$1.96B |
+$651M |
-$710M |
-$59.6M |
AGN, B108PS, META, PCLN, AAPL
|
13F-HR |
11/10/2014, 01:25 PM |
Q2 2014 |
241 |
$2.02B |
+$983M |
-$623M |
+$360M |
F113PS, AAPL, MU, AGN, PCLN
|
13F-HR |
8/12/2014, 10:21 AM |
Q1 2014 |
223 |
$1.67B |
+$573M |
-$1.5B |
-$927M |
GOOGL, PCLN, V, FOXA, HST
|
13F-HR |
5/8/2014, 11:23 AM |
Q4 2013 |
245 |
$2.65B |
$0 |
$0 |
|
GOOGL, V, GMWSC, PCLN, AAPL
|
13F-HR |
2/11/2014, 11:26 AM |