Q3 2024 |
228 |
$1.13B |
+$179M |
-$42.9M |
+$136M |
AAPL, NVDA, MSFT, AMZN, META
|
13F-HR |
11/14/2024, 10:44 AM |
Q2 2024 |
205 |
$983M |
+$118M |
-$532M |
-$414M |
MSFT, NVDA, AAPL, AMZN, META
|
13F-HR |
8/14/2024, 08:12 AM |
Q1 2024 |
348 |
$1.42B |
+$705M |
-$89.5M |
+$616M |
MSFT, AAPL, NVDA, AMZN, META
|
13F-HR |
5/15/2024, 10:15 AM |
Q4 2023 |
162 |
$748M |
+$153M |
-$81.8M |
+$71M |
AAPL, MSFT, UNH, IQV, SCI
|
13F-HR |
2/14/2024, 10:13 AM |
Q3 2023 |
141 |
$608M |
+$36M |
-$71.3M |
-$35.3M |
AAPL, UNH, MSFT, VRTX, MFC
|
13F-HR |
11/14/2023, 02:04 PM |
Q2 2023 |
141 |
$661M |
+$56.1M |
-$537M |
-$480M |
AAPL, UNH, INMD, IQV, MSFT
|
13F-HR |
8/14/2023, 08:57 AM |
Q1 2023 |
396 |
$1.09B |
+$185M |
-$296M |
-$111M |
DXCM, IQV, SCI, TMO, AAPL
|
13F-HR |
5/15/2023, 12:57 PM |
Q4 2022 |
358 |
$1.18B |
+$266M |
-$263M |
+$2.51M |
SCI, TMO, IQV, AMP, DXCM
|
13F-HR |
2/14/2023, 12:52 PM |
Q3 2022 |
274 |
$1.1B |
+$212M |
-$201M |
+$11.5M |
IWD, IWO, EFV, TMO, CVS
|
13F-HR |
11/14/2022, 11:30 AM |
Q2 2022 |
323 |
$1.18B |
+$293M |
-$194M |
+$99.2M |
TMO, SCI, CVS, MED, IQV
|
13F-HR |
8/15/2022, 09:44 AM |
Q1 2022 |
157 |
$1.27B |
+$370M |
-$498M |
-$128M |
ABBV, CVS, TMO, LHCG, UNH
|
13F-HR |
5/16/2022, 10:46 AM |
Q4 2021 |
375 |
$1.52B |
+$322M |
-$380M |
-$58.6M |
UNH, ABT, TMO, IQV, MED
|
13F-HR |
2/14/2022, 05:21 PM |
Q3 2021 |
206 |
$1.58B |
+$163M |
-$408M |
-$245M |
GDRX, TMO, IQV, TNDM, SCI
|
13F-HR |
11/12/2021, 03:50 PM |
Q2 2021 |
493 |
$1.95B |
+$557M |
-$180M |
+$377M |
GDRX, EXAS, AXP, IQV, TMO
|
13F-HR |
8/13/2021, 09:30 AM |
Q1 2021 |
384 |
$1.49B |
+$720M |
-$178M |
+$543M |
SCHW, LOW, AXP, TMO, HOLX
|
13F-HR |
5/17/2021, 03:31 PM |
Q4 2020 |
115 |
$887M |
+$167M |
-$319M |
-$152M |
V, ABBV, SCHW, AXP, TMO
|
13F-HR |
2/16/2021, 03:55 PM |
Q3 2020 |
363 |
$930M |
+$362M |
-$114M |
+$248M |
MRK, TMO, LOW, IQV, ABBV
|
13F-HR |
11/16/2020, 04:54 PM |
Q2 2020 |
140 |
$640M |
+$190M |
-$383M |
-$193M |
LOW, V, MRK, IQV, ZTS
|
13F-HR |
8/14/2020, 02:49 PM |
Q1 2020 |
330 |
$735M |
+$107M |
-$224M |
-$117M |
AGN, V, MRK, CI, SCI
|
13F-HR |
5/15/2020, 09:34 AM |
Q4 2019 |
362 |
$1.05B |
+$282M |
-$213M |
+$69.5M |
BABA, V, AGN, CI, LOW
|
13F-HR |
2/14/2020, 12:31 PM |
Q3 2019 |
349 |
$924M |
+$173M |
-$225M |
-$52.4M |
BABA, V, MDT, BAX, ZTS
|
13F-HR |
11/14/2019, 01:12 PM |
Q2 2019 |
330 |
$973M |
+$203M |
-$220M |
-$17.2M |
BABA, ABEV, UNH, V, EL
|
13F-HR |
8/14/2019, 12:26 PM |
Q1 2019 |
357 |
$983M |
+$214M |
-$206M |
+$8.15M |
BABA, ABEV, BIDU, CTRP, PFE
|
13F-HR |
5/15/2019, 10:01 AM |
Q4 2018 |
321 |
$867M |
+$252M |
-$267M |
-$14.9M |
BABA, ABEV, PFE, BIDU, ELV
|
13F-HR |
2/14/2019, 09:43 AM |
Q3 2018 |
330 |
$1B |
+$178M |
-$159M |
+$19.4M |
BABA, BIDU, ABEV, ELV, PFE
|
13F-HR |
11/14/2018, 11:23 AM |
Q2 2018 |
298 |
$945M |
+$243M |
-$252M |
-$8.9M |
BABA, BIDU, ABEV, PSMT, ELV
|
13F-HR |
8/14/2018, 01:08 PM |
Q1 2018 |
344 |
$947M |
+$203M |
-$268M |
-$64.9M |
BABA, ABEV, PSMT, BIDU, UNH
|
13F-HR |
5/15/2018, 10:21 AM |
Q4 2017 |
340 |
$1.01B |
+$254M |
-$281M |
-$26.9M |
BABA, BIDU, ABEV, PSMT, AMP
|
13F-HR |
2/13/2018, 02:52 PM |
Q3 2017 |
351 |
$1.01B |
+$304M |
-$176M |
+$128M |
BABA, BIDU, ABEV, YUMC, CI
|
13F-HR |
11/14/2017, 12:56 PM |
Q2 2017 |
368 |
$858M |
+$208M |
-$307M |
-$98.5M |
BABA, JNJ, ZTS, SCI, CI
|
13F-HR |
8/14/2017, 03:42 PM |
Q1 2017 |
357 |
$902M |
+$599M |
-$120M |
+$479M |
BABA, A, ZTS, DHR, FMX
|
13F-HR |
5/15/2017, 02:23 PM |
Q4 2016 |
92 |
$396M |
+$129M |
-$150M |
-$21.2M |
SCI, UNH, BC, CELG, MTN
|
13F-HR |
2/15/2017, 03:01 PM |
Q3 2016 |
102 |
$419M |
+$96.9M |
-$416M |
-$319M |
SCI, A, TMO, EL, WOOF
|
13F-HR |
11/15/2016, 09:24 AM |
Q2 2016 |
284 |
$736M |
+$208M |
-$338M |
-$129M |
DHR, MDT, HSIC, TMO, AGN
|
13F-HR |
8/15/2016, 04:14 PM |
Q1 2016 |
404 |
$842M |
+$230M |
-$217M |
+$12.7M |
TMO, CVS, AGN, MDT, HSIC
|
13F-HR |
5/16/2016, 02:49 PM |
Q4 2015 |
429 |
$829M |
+$413M |
-$480M |
-$66.8M |
TMO, RCL, DHR, A, AGN
|
13F-HR |
2/16/2016, 03:04 PM |
Q3 2015 |
271 |
$860M |
+$225M |
-$608M |
-$383M |
VCIT, TMO, NCLH, CVS, DHR
|
13F-HR |
11/16/2015, 10:52 AM |
Q2 2015 |
420 |
$1.33B |
+$665M |
-$234M |
+$432M |
AGN, CVS, HSIC, TMO, DHR
|
13F-HR |
8/14/2015, 04:24 PM |
Q1 2015 |
379 |
$898M |
+$603M |
-$648M |
-$45.1M |
HSIC, YUM, FMX, B108PS, CVS
|
13F-HR |
5/15/2015, 05:21 PM |
Q4 2014 |
402 |
$929M |
+$356M |
-$3.42B |
-$3.06B |
LLTC, AAPL, YUM, INTU, LNKD
|
13F-HR |
2/17/2015, 03:46 PM |
Q3 2014 |
776 |
$3.89B |
+$3.14B |
-$141M |
+$2.99B |
GIS, AAPL, MSFT, V, GOOGL
|
13F-HR |
11/14/2014, 05:08 PM |
Q2 2014 |
577 |
$903M |
$0 |
$0 |
|
YUM, AAPL, FMX, ABEV, V
|
13F-HR |
8/14/2014, 02:12 PM |