Q4 2023 |
18 |
$55.5M |
+$54.2M |
-$83.9M |
-$29.7M |
HES, SPLK, PXD, CPRI, SRC
|
13F-HR |
2/7/2024, 10:58 AM |
Q3 2023 |
21 |
$85M |
+$47.2M |
-$51.9M |
-$4.69M |
ATVI, DEN, HZNP, VMW, NATI
|
13F-HR |
11/13/2023, 11:23 AM |
Q2 2023 |
26 |
$87M |
+$44.3M |
-$28.4M |
+$15.9M |
ATVI, SYNH, FOCS, NATI, VMW
|
13F-HR |
8/11/2023, 12:27 PM |
Q1 2023 |
29 |
$71.7M |
+$47.4M |
-$62.3M |
-$14.9M |
ATVI, FOCS, HZNP, TA, VMW
|
13F-HR |
5/9/2023, 12:11 PM |
Q4 2022 |
33 |
$85.7M |
+$46M |
-$138M |
-$92.2M |
AAWW, STOR, ATVI, POSH, EVOP
|
13F-HR |
2/13/2023, 10:00 AM |
Q3 2022 |
41 |
$177M |
+$117M |
-$89.6M |
+$27.9M |
DRE, Y, AVLR, ZEN, CTXS
|
13F-HR |
11/14/2022, 10:27 AM |
Q2 2022 |
33 |
$148M |
+$114M |
-$95.8M |
+$17.8M |
PSB, CDK, COHR, ACC, Y
|
13F-HR |
8/10/2022, 03:12 PM |
Q1 2022 |
31 |
$134M |
+$105M |
-$190M |
-$85M |
MIME, CERN, PBCT, PLAN, COHR
|
13F-HR |
5/12/2022, 03:06 PM |
Q4 2021 |
28 |
$219M |
+$53M |
-$104M |
-$51.1M |
INFO, MGLN, XLNX, NUAN, WTW
|
13F-HR |
2/10/2022, 10:46 AM |
Q3 2021 |
27 |
$257M |
+$90.7M |
-$162M |
-$71.1M |
INFO, WTW, VER, NUAN, CIT
|
13F-HR |
11/10/2021, 12:05 PM |
Q2 2021 |
31 |
$326M |
+$135M |
-$122M |
+$12.6M |
INFO, PRSP, ALXN, WTW, WORK
|
13F-HR |
8/9/2021, 03:27 PM |
Q1 2021 |
33 |
$276M |
+$163M |
-$83.1M |
+$79.6M |
INFO, WTW, RP, VAR, CIT
|
13F-HR |
5/10/2021, 09:43 AM |
Q4 2020 |
29 |
$190M |
+$111M |
-$110M |
+$809K |
TIF, WTW, NGHC, CXO, INFO
|
13F-HR |
2/10/2021, 12:14 PM |
Q3 2020 |
28 |
$185M |
+$97.4M |
-$117M |
-$19.6M |
TIF, WTW, ETFC, IMMU, MNTA
|
13F-HR |
11/9/2020, 10:57 AM |
Q2 2020 |
23 |
$203M |
+$46.7M |
-$69.7M |
-$23M |
LOGM, TIF, LM, TECD, IBKC
|
13F-HR |
8/11/2020, 11:12 AM |
Q1 2020 |
32 |
$216M |
+$141M |
-$66.3M |
+$74.7M |
AGN, TIF, LOGM, LM, TECD
|
13F-HR |
5/13/2020, 09:46 AM |
Q4 2019 |
31 |
$158M |
+$118M |
-$105M |
+$13.2M |
AGN, IBKC, LPT, TIF, TGE
|
13F-HR |
2/11/2020, 04:05 PM |
Q3 2019 |
27 |
$142M |
+$59M |
-$145M |
-$86M |
STI, CELG, MDSO, AGN, LTXB
|
13F-HR |
11/14/2019, 10:15 AM |
Q2 2019 |
33 |
$224M |
+$120M |
-$78.8M |
+$41.1M |
STI, WP, CELG, RHT, HF
|
13F-HR |
8/5/2019, 02:48 PM |
Q1 2019 |
27 |
$146M |
+$110M |
-$120M |
-$9.66M |
STI, LLL, CELG, ARRS, FDC
|
13F-HR |
5/15/2019, 12:31 PM |
Q4 2018 |
30 |
$152M |
+$99.9M |
-$209M |
-$109M |
ATHN, VLP, FOXA, MBFI, NXPI
|
13F-HR |
2/11/2019, 01:35 PM |
Q3 2018 |
35 |
$281M |
+$164M |
-$109M |
+$55.1M |
NXPI, AET, PF, ANDV, FOXA
|
13F-HR |
11/9/2018, 01:38 PM |
Q2 2018 |
31 |
$233M |
+$148M |
-$79M |
+$68.6M |
NXPI, DCT, CAVM, VR, GPT
|
13F-HR |
8/7/2018, 02:25 PM |
Q1 2018 |
26 |
$163M |
+$75.5M |
-$36.6M |
+$38.9M |
NXPI, TWX, CAVM, VR, HAWK
|
13F-HR |
5/9/2018, 12:26 PM |
Q4 2017 |
28 |
$126M |
+$53.7M |
-$75.4M |
-$21.7M |
NXPI, TWX, CAVM, MON, BSFT
|
13F-HR |
2/12/2018, 02:29 PM |
Q3 2017 |
28 |
$149M |
+$38.5M |
-$83.5M |
-$45M |
NXPI, BCR, TWX, ALR, SFR
|
13F-HR |
11/13/2017, 01:20 PM |
Q2 2017 |
35 |
$192M |
+$101M |
-$73.5M |
+$27.6M |
NXPI, TWX, OKS, MBBYF, PNRA
|
13F-HR |
8/14/2017, 01:30 PM |
Q1 2017 |
34 |
$160M |
+$66.2M |
-$83.4M |
-$17.3M |
NXPI, WWAV, MJN, ETP, RAI
|
13F-HR |
5/11/2017, 02:43 PM |
Q4 2016 |
46 |
$177M |
+$106M |
-$76.9M |
+$29.6M |
NXPI, WWAV, HAR, STJ, ALR
|
13F-HR |
2/10/2017, 03:58 PM |
Q3 2016 |
46 |
$146M |
+$83M |
-$81M |
+$1.99M |
LNKD, PPS, WWAV, ALR, STJ
|
13F-HR |
11/9/2016, 02:42 PM |
Q2 2016 |
49 |
$144M |
+$67.6M |
-$95M |
-$27.4M |
EMC, LNKD, HOT, ALR, FCS
|
13F-HR |
8/5/2016, 11:37 AM |
Q1 2016 |
40 |
$175M |
+$106M |
-$113M |
-$6.86M |
JAH, TWC, EMC, ALR, BXLT
|
13F-HR |
5/12/2016, 12:58 PM |
Q4 2015 |
45 |
$181M |
+$67.8M |
-$81M |
-$13.2M |
PCP, BRCM, CB, HNT, TWC
|
Restatement |
2/9/2016, 03:40 PM |
Q3 2015 |
50 |
$190M |
+$116M |
-$112M |
+$4.24M |
PCP, TWC, HCBK, BRCM, SLH
|
13F-HR |
11/12/2015, 10:50 AM |
Q2 2015 |
50 |
$189M |
+$83.7M |
-$46.7M |
+$37M |
FDO, HCBK, TWC, SIAL, PPO
|
13F-HR |
8/10/2015, 03:20 PM |
Q1 2015 |
46 |
$152M |
+$93.2M |
-$88.1M |
+$5.13M |
FDO, HCBK, TRW, TWC, SLXP
|
13F-HR |
5/4/2015, 12:36 PM |
Q4 2014 |
36 |
$146M |
$0 |
$0 |
|
F113PS, ROC, AGN, HCBK, TWC
|
13F-HR |
2/13/2015, 02:26 PM |