Q3 2024 |
242 |
$2.12B |
+$465M |
-$447M |
+$17.8M |
NVDA, MSFT, AMZN, UNH, TMO
|
13F-HR |
11/14/2024, 10:43 AM |
Q2 2024 |
265 |
$2.04B |
+$889M |
-$359M |
+$530M |
MSFT, NVDA, AMZN, GOOGL, UNH
|
13F-HR |
8/14/2024, 08:11 AM |
Q1 2024 |
210 |
$1.57B |
+$391M |
-$390M |
+$985K |
MSFT, SLN, NVDA, AMZN, GOOGL
|
13F-HR |
5/15/2024, 10:13 AM |
Q4 2023 |
212 |
$1.49B |
+$209M |
-$775M |
-$566M |
SLN, NVDA, AAPL, URI, AMZN
|
13F-HR |
2/14/2024, 10:13 AM |
Q3 2023 |
229 |
$1.91B |
+$470M |
-$530M |
-$59.6M |
NVDA, MSFT, SLN, AAPL, APTV
|
13F-HR |
11/14/2023, 02:04 PM |
Q2 2023 |
234 |
$2.01B |
+$502M |
-$440M |
+$62.7M |
MSFT, AAPL, ANSS, SPGI, CDNS
|
13F-HR |
8/14/2023, 08:58 AM |
Q1 2023 |
267 |
$1.89B |
+$281M |
-$251M |
+$30.1M |
MSFT, AAPL, NVDA, CPB, CAG
|
13F-HR |
5/15/2023, 12:57 PM |
Q4 2022 |
268 |
$1.19B |
+$260M |
-$300M |
-$40.5M |
SLN, AAPL, MSFT, CAG, CCK
|
13F-HR |
2/14/2023, 12:53 PM |
Q3 2022 |
276 |
$1.89B |
+$553M |
-$542M |
+$11.2M |
AAPL, SLN, MSFT, ACN, TSLA
|
13F-HR |
11/14/2022, 11:27 AM |
Q2 2022 |
251 |
$2B |
+$701M |
-$917M |
-$216M |
AAPL, MSFT, ACN, NEE, DHR
|
13F-HR |
8/15/2022, 09:39 AM |
Q1 2022 |
171 |
$2.61B |
+$887M |
-$334M |
+$553M |
AWK, AGCO, AA, SBNY, AAPL
|
13F-HR |
5/16/2022, 10:31 AM |
Q4 2021 |
166 |
$1.31B |
+$403M |
-$171M |
+$233M |
AWK, SBNY, AA, STLD, SIVB
|
Restatement |
4/29/2022, 11:32 AM |
Q3 2021 |
84 |
$988M |
$0 |
$0 |
|
SIVB, STLD, AGCO, SBNY, CCK
|
13F-HR |
11/12/2021, 03:41 PM |
Q2 2021 |
98 |
$1.94B |
+$769M |
-$477M |
+$292M |
AGCO, STLD, NKE, CCK, PYPL
|
13F-HR |
8/13/2021, 09:30 AM |
Q1 2021 |
247 |
$1.6B |
+$510M |
-$594M |
-$84.1M |
STLD, TSCO, CDNS, FAST, CCK
|
13F-HR |
5/17/2021, 03:27 PM |
Q4 2020 |
200 |
$1.62B |
+$642M |
-$547M |
+$94.3M |
AAPL, MSFT, CDNS, TSCO, GOOGL
|
13F-HR |
2/16/2021, 03:59 PM |
Q3 2020 |
353 |
$1.41B |
+$854M |
-$127M |
+$728M |
BACPRL, MSFT, AAPL, GOOGL, CMI
|
13F-HR |
11/16/2020, 04:54 PM |
Q2 2020 |
135 |
$658M |
+$141M |
-$808M |
-$667M |
AAPL, MSFT, BACPRL, GOOGL, NKE
|
13F-HR |
8/14/2020, 02:49 PM |
Q1 2020 |
294 |
$1.17B |
+$413M |
-$353M |
+$60.8M |
BACPRL, MSFT, AAPL, AMZN, NKE
|
13F-HR |
5/15/2020, 09:34 AM |
Q4 2019 |
403 |
$1.26B |
+$194M |
-$167M |
+$26.8M |
AAPL, MSFT, PG, NKE, V
|
13F-HR |
2/14/2020, 12:10 PM |
Q3 2019 |
387 |
$1.18B |
+$247M |
-$193M |
+$53.9M |
AAPL, MSFT, AMZN, PG, V
|
13F-HR |
11/14/2019, 01:11 PM |
Q2 2019 |
392 |
$1.11B |
+$386M |
-$240M |
+$146M |
AMZN, MSFT, AAPL, V, PG
|
13F-HR |
8/14/2019, 12:24 PM |
Q1 2019 |
364 |
$938M |
+$260M |
-$362M |
-$102M |
CRTO, AAPL, MSFT, AMZN, VCIT
|
13F-HR |
5/15/2019, 10:01 AM |
Q4 2018 |
343 |
$970M |
+$161M |
-$297M |
-$136M |
CRTO, AAPL, MSFT, AMZN, V
|
13F-HR |
2/14/2019, 09:43 AM |
Q3 2018 |
383 |
$1.21B |
+$199M |
-$160M |
+$39.8M |
AMZN, AAPL, CRTO, V, GOOS
|
13F-HR |
11/14/2018, 11:23 AM |
Q2 2018 |
368 |
$1.13B |
+$196M |
-$350M |
-$154M |
CRTO, AAPL, AMZN, GOOS, EL
|
13F-HR |
8/14/2018, 01:10 PM |
Q1 2018 |
346 |
$1.3B |
+$171M |
-$242M |
-$70.7M |
CRTO, AAPL, VCIT, MSFT, AMZN
|
13F-HR |
5/15/2018, 11:55 AM |
Q4 2017 |
389 |
$1.36B |
+$260M |
-$409M |
-$149M |
CRTO, AAPL, VCIT, MSFT, AMZN
|
13F-HR |
2/13/2018, 02:51 PM |
Q3 2017 |
430 |
$1.49B |
+$243M |
-$327M |
-$84.5M |
CRTO, VCIT, AAPL, MSFT, NXPI
|
13F-HR |
11/14/2017, 12:55 PM |
Q2 2017 |
417 |
$1.57B |
+$112M |
-$337M |
-$225M |
CRTO, VCIT, AAPL, VPL, MSFT
|
13F-HR |
8/14/2017, 03:40 PM |
Q1 2017 |
408 |
$1.79B |
+$1.54B |
-$40M |
+$1.5B |
CRTO, VPL, NXPI, VCIT, AAPL
|
13F-HR |
5/15/2017, 02:21 PM |
Q4 2016 |
355 |
$276M |
+$10.2M |
-$15.8M |
-$5.66M |
VCIT, AAPL, VPL, MSFT, NXPI
|
13F-HR |
2/15/2017, 02:58 PM |
Q3 2016 |
387 |
$279M |
+$16.6M |
-$1.71B |
-$1.69B |
VCIT, AAPL, VPL, MSFT, NXPI
|
13F-HR |
11/15/2016, 09:21 AM |
Q2 2016 |
407 |
$1.92B |
+$588M |
-$163M |
+$425M |
CRTO, AAPL, VPL, MSFT, NXPI
|
13F-HR |
8/15/2016, 04:08 PM |
Q4 2015 |
91 |
$1.5B |
+$406M |
-$259M |
+$147M |
CRTO, HAL, SLB, EOG, COP
|
13F-HR |
2/16/2016, 03:00 PM |
Q3 2015 |
88 |
$1.33B |
+$259M |
-$531M |
-$271M |
CRTO, SLB, HAL, NBL, COP
|
13F-HR |
11/16/2015, 10:48 AM |
Q2 2015 |
106 |
$1.61B |
+$611M |
-$278M |
+$333M |
SLB, MRO, BHI, LYB, APC
|
13F-HR |
8/14/2015, 04:26 PM |
Q1 2015 |
93 |
$1.28B |
+$1.2B |
-$377M |
+$819M |
WFCPRL, NBL, APC, SLB, MRO
|
13F-HR |
5/15/2015, 05:20 PM |
Q4 2014 |
172 |
$457M |
+$385M |
-$1.33B |
-$948M |
CHKP, YUM, INTU, SCI, TXN
|
13F-HR |
2/17/2015, 03:48 PM |
Q3 2014 |
104 |
$1.41B |
+$197M |
-$351M |
-$154M |
HES, MRO, SLB, APC, HP
|
Restatement |
11/17/2014, 04:47 PM |
Q2 2014 |
93 |
$1.57B |
+$667M |
-$1.05B |
-$381M |
SLB, HES, MRO, SU, XEC
|
13F-HR |
8/14/2014, 02:10 PM |
Q4 2013 |
121 |
$1.87B |
$0 |
$0 |
|
WFCPRL, NBL, SLB, LYB, HES
|
13F-HR |
5/16/2016, 02:46 PM |