Q3 2024 |
25 |
$2.21B |
+$1.45B |
-$550M |
+$896M |
IVV, VOO, NVDA, META, BRKB
|
13F-HR |
11/8/2024, 11:30 AM |
Q2 2024 |
64 |
$1.28B |
+$1.24B |
-$107M |
+$1.13B |
IVV, SPY, MSFT, AMZN, SBOW
|
13F-HR |
8/8/2024, 03:53 PM |
Q1 2024 |
56 |
$151M |
+$145M |
-$23.2M |
+$122M |
MTDR, KTOS, GRAB, CME, DAL
|
13F-HR |
5/9/2024, 02:01 PM |
Q4 2023 |
9 |
$29.5M |
+$23.2M |
-$1.12B |
-$1.1B |
COLD, CME, SOI, ICLN, LZ
|
13F-HR |
2/9/2024, 11:34 AM |
Q3 2023 |
219 |
$1.13B |
+$94.5M |
-$358M |
-$264M |
UNH, PG, LLY, JNJ, BABA
|
13F-HR |
11/14/2023, 11:14 AM |
Q2 2023 |
212 |
$1.48B |
+$376M |
-$245M |
+$131M |
UNH, JNJ, LLY, PG, MRK
|
13F-HR |
8/11/2023, 01:33 PM |
Q1 2023 |
158 |
$1.32B |
+$1.18B |
-$11M |
+$1.17B |
UNH, JNJ, PG, META, LLY
|
13F-HR |
5/12/2023, 02:08 PM |
Q4 2022 |
27 |
$168M |
+$163M |
-$203M |
-$40.1M |
LMT, CB, NOC, PGR, RTX
|
13F-HR |
2/13/2023, 05:08 PM |
Q3 2022 |
134 |
$209M |
+$72.1M |
-$40.8M |
+$31.3M |
CRBG, MSFT, UNH, TDW, IYR
|
13F-HR |
11/14/2022, 09:52 AM |
Q2 2022 |
132 |
$199M |
+$87.3M |
-$67.8M |
+$19.5M |
ACI, MSFT, UNH, CME, PFE
|
13F-HR |
8/10/2022, 02:28 PM |
Q1 2022 |
133 |
$200M |
+$183M |
-$1.52B |
-$1.34B |
UNP, GHIXU, CAT, ETN, MSFT
|
13F-HR |
5/12/2022, 08:12 PM |
Q4 2021 |
44 |
$1.55B |
+$1.53B |
-$208M |
+$1.33B |
PFE, WMT, AMZN, JNJ, PG
|
13F-HR |
2/9/2022, 12:31 PM |
Q3 2021 |
36 |
$229M |
+$134M |
-$534M |
-$399M |
OLPX, OLO, REVHU, STNE, VYGG
|
13F-HR |
11/12/2021, 12:04 PM |
Q2 2021 |
65 |
$633M |
+$523M |
-$325M |
+$198M |
MA, LHX, MDB, XPO, HDB
|
13F-HR |
8/11/2021, 01:56 PM |
Q1 2021 |
53 |
$437M |
+$351M |
-$867M |
-$516M |
PARA, TME, BIDU, VIPS, GRSV
|
13F-HR |
5/10/2021, 08:15 PM |
Q4 2020 |
51 |
$958M |
+$934M |
-$372M |
+$563M |
AAPL, MSFT, AMZN, GOOGL, GOOG
|
13F-HR |
2/12/2021, 11:46 AM |
Q3 2020 |
60 |
$391M |
+$259M |
-$222M |
+$37.4M |
CZR, GMHI, GRSVU, GSAHU, GHIV
|
13F-HR |
11/12/2020, 09:23 AM |
Q2 2020 |
74 |
$339M |
+$254M |
-$34.7M |
+$219M |
TMUS, PCG, CCXXU, GSAHU, TME
|
13F-HR |
8/11/2020, 09:45 AM |
Q1 2020 |
16 |
$107M |
+$94.7M |
-$446M |
-$351M |
GFL, CCXXU, GHIVU, GMHI, DFPHU
|
13F-HR |
5/12/2020, 02:54 PM |
Q4 2019 |
43 |
$468M |
+$391M |
-$1.08B |
-$684M |
ULTA, DT, GRSH, VICI, CRWD
|
13F-HR |
2/12/2020, 01:47 PM |
Q3 2019 |
221 |
$1.15B |
+$779M |
-$1.1B |
-$321M |
QSR, AVGO, GRSHU, PRAH, VER
|
13F-HR |
11/12/2019, 11:07 AM |
Q2 2019 |
235 |
$1.47B |
+$1.02B |
-$2.9B |
-$1.89B |
UBER, BJ, AVTR, ORCL, VICI
|
13F-HR |
8/14/2019, 09:08 AM |
Q1 2019 |
805 |
$3.29B |
+$1.97B |
-$2.74B |
-$766M |
AABA, AIZ, XLE, COST, SABR
|
13F-HR |
5/13/2019, 03:20 PM |
Q4 2018 |
639 |
$3.52B |
+$1.67B |
-$2.64B |
-$974M |
AABA, SABR, CRM, AZO, XLB
|
13F-HR |
2/13/2019, 02:28 PM |
Q3 2018 |
876 |
$5B |
+$2.54B |
-$1.31B |
+$1.23B |
AABA, XLP, KHC, CNP, MSFT
|
13F-HR |
11/14/2018, 09:55 AM |
Q2 2018 |
807 |
$3.74B |
+$1.23B |
-$1.83B |
-$599M |
AABA, KR, XLY, XLE, FTV
|
13F-HR |
8/14/2018, 09:58 AM |
Q1 2018 |
801 |
$4.27B |
+$2B |
-$2.66B |
-$659M |
AABA, AAPL, XLU, MSFT, AMZN
|
13F-HR |
5/15/2018, 12:48 PM |
Q4 2017 |
135 |
$4.86B |
+$4.82B |
-$192M |
+$4.63B |
AABA, EOG, TWTR, CVS, AET
|
Restatement |
2/15/2018, 09:39 AM |
Q3 2017 |
63 |
$232M |
+$202M |
-$401M |
-$199M |
XLE, XLF, XLK, XLB, KMX
|
13F-HR |
11/13/2017, 02:42 PM |
Q2 2017 |
131 |
$426M |
+$369M |
-$315M |
+$53.6M |
XLP, XLU, XLI, TRI, ATUS
|
13F-HR |
8/14/2017, 11:28 AM |
Q1 2017 |
26 |
$373M |
+$362M |
-$964M |
-$602M |
XLV, XLK, XLP, TSLA, SNAP
|
13F-HR |
5/12/2017, 11:45 AM |
Q4 2016 |
61 |
$975M |
+$695M |
-$149M |
+$545M |
JPM, WFC, BAC, XLF, DHI
|
13F-HR |
2/14/2017, 02:30 PM |
Q3 2016 |
48 |
$437M |
+$146M |
-$363M |
-$217M |
DHI, GXP, LEN, PHM, NVR
|
13F-HR |
11/14/2016, 03:46 PM |
Q2 2016 |
188 |
$662M |
+$139M |
-$169M |
-$29.2M |
DHI, LEN, NVR, PHM, TOL
|
Restatement |
8/16/2016, 03:34 PM |
Q1 2016 |
213 |
$674M |
+$269M |
-$106M |
+$162M |
DHI, LEN, NVR, PHM, FDX
|
13F-HR |
5/16/2016, 10:01 AM |
Q4 2015 |
173 |
$514M |
+$282M |
-$50M |
+$232M |
DHI, LEN, NVR, PHM, TOL
|
13F-HR |
2/11/2016, 10:41 AM |
Q3 2015 |
115 |
$276M |
+$88.4M |
-$83.3M |
+$5.11M |
DHI, LEN, PHM, TOL, NVR
|
13F-HR |
11/13/2015, 05:39 PM |
Q2 2015 |
294 |
$281M |
+$104M |
-$38.6M |
+$65.3M |
LEN, DHI, PHM, TOL, NVR
|
13F-HR |
8/14/2015, 04:49 PM |
Q1 2015 |
31 |
$221M |
+$17.8M |
-$323M |
-$306M |
DHI, LEN, PHM, TOL, NVR
|
13F-HR |
5/15/2015, 11:39 AM |
Q4 2014 |
47 |
$502M |
+$466M |
-$13.6M |
+$452M |
DHI, LEN, PHM, TOL, PGRE
|
13F-HR |
2/17/2015, 09:47 AM |
Q3 2014 |
3 |
$44.6M |
+$44.6M |
$0 |
+$44.6M |
CFG, BABA, TVPT
|
13F-HR |
11/14/2014, 10:34 AM |
Q2 2014 |
0 |
$0 |
$0 |
-$105M |
-$105M |
|
13F-HR |
8/13/2014, 04:59 PM |
Q1 2014 |
1 |
$105M |
$0 |
$0 |
|
IWM
|
13F-HR |
5/13/2014, 02:00 PM |
Q4 2013 |
1 |
$104M |
$0 |
$0 |
|
IWM
|
13F-HR |
2/14/2014, 11:16 AM |