Q3 2024 |
23 |
$552M |
+$42.4M |
-$44.4M |
-$2M |
VNO, EWJ, COIN, TSM, QCOM
|
13F-HR |
11/14/2024, 09:00 AM |
Q2 2024 |
24 |
$481M |
+$36.8M |
-$38.2M |
-$1.34M |
VNO, COIN, EWJ, CHTR, NVDA
|
13F-HR |
8/14/2024, 09:01 AM |
Q1 2024 |
23 |
$520M |
+$87.8M |
-$27.3M |
+$60.4M |
VNO, COIN, EWJ, ORCL, CHTR
|
13F-HR |
5/15/2024, 09:00 AM |
Q4 2023 |
22 |
$412M |
+$32.7M |
-$29.6M |
+$3.07M |
VNO, COIN, CHTR, QCOM, ORCL
|
13F-HR |
2/14/2024, 09:01 AM |
Q3 2023 |
21 |
$334M |
+$164M |
-$53.4M |
+$110M |
VNO, CHTR, COIN, ORCL, QCOM
|
13F-HR |
11/14/2023, 09:00 AM |
Q2 2023 |
23 |
$228M |
+$48.4M |
-$34.5M |
+$13.9M |
CHTR, COIN, ORCL, OPAD, QCOM
|
13F-HR |
8/14/2023, 09:30 AM |
Q1 2023 |
22 |
$198M |
+$79.2M |
-$125M |
-$46M |
CHTR, COIN, QCOM, ORCL, OPAD
|
13F-HR |
5/15/2023, 01:27 PM |
Q4 2022 |
22 |
$199M |
+$24M |
-$123M |
-$99.2M |
MSFT, AMZN, META, MA, BRKB
|
13F-HR |
2/14/2023, 09:00 AM |
Q3 2022 |
34 |
$310M |
+$44.1M |
-$111M |
-$66.7M |
MSFT, AMZN, COIN, TMUS, RTX
|
13F-HR |
11/14/2022, 09:05 AM |
Q2 2022 |
35 |
$411M |
+$75.5M |
-$46.3M |
+$29.2M |
MSFT, AMZN, RTX, AXP, BAC
|
13F-HR |
8/15/2022, 09:00 AM |
Q1 2022 |
34 |
$561M |
+$67.5M |
-$153M |
-$85.7M |
COIN, AMZN, MSFT, RTX, AXP
|
13F-HR |
5/16/2022, 09:01 AM |
Q4 2021 |
34 |
$712M |
+$72.4M |
-$133M |
-$60.1M |
COIN, MSFT, AMZN, AAPL, MELI
|
13F-HR |
2/14/2022, 09:00 AM |
Q3 2021 |
87 |
$762M |
+$76.9M |
-$148M |
-$71.1M |
COIN, MSFT, AMZN, MELI, BABA
|
13F-HR |
11/15/2021, 09:00 AM |
Q2 2021 |
91 |
$844M |
+$156M |
-$77.6M |
+$78.2M |
COIN, MSFT, AMZN, EWJ, BABA
|
13F-HR |
8/16/2021, 10:00 AM |
Q1 2021 |
86 |
$716M |
+$113M |
-$194M |
-$81M |
EWJ, AMZN, MSFT, BABA, DXJ
|
13F-HR |
5/17/2021, 06:30 AM |
Q4 2020 |
90 |
$789M |
+$140M |
-$140M |
-$331K |
GLD, EWJ, AMZN, MSFT, MELI
|
13F-HR |
2/16/2021, 10:00 AM |
Q3 2020 |
80 |
$721M |
+$109M |
-$111M |
-$1.74M |
GLD, BABA, MSFT, AMZN, MELI
|
13F-HR |
11/16/2020, 06:30 AM |
Q2 2020 |
83 |
$676M |
+$303M |
-$68.5M |
+$235M |
GLD, MSFT, AMZN, BABA, MELI
|
13F-HR |
8/14/2020, 06:15 AM |
Q1 2020 |
64 |
$356M |
+$46.1M |
-$55M |
-$8.9M |
MSFT, AMZN, BABA, AGN, CHTR
|
13F-HR |
5/15/2020, 06:15 AM |
Q4 2019 |
67 |
$403M |
+$68.8M |
-$99.2M |
-$30.4M |
MSFT, BABA, AMZN, AGN, BRKB
|
13F-HR |
2/14/2020, 11:51 AM |
Q3 2019 |
87 |
$390M |
+$66.3M |
-$59.1M |
+$7.2M |
MSFT, AMZN, BABA, CHTR, SPOT
|
13F-HR |
11/14/2019, 06:05 AM |
Q2 2019 |
76 |
$409M |
+$60.2M |
-$130M |
-$69.4M |
MSFT, AMZN, BABA, SPOT, CHTR
|
13F-HR |
8/14/2019, 10:02 AM |
Q1 2019 |
139 |
$466M |
+$205M |
-$47.4M |
+$157M |
AMZN, BABA, MSFT, SPOT, AABA
|
13F-HR |
5/15/2019, 11:28 AM |
Q4 2018 |
128 |
$267M |
+$76.8M |
-$84.9M |
-$8.09M |
SPOT, AMZN, BABA, MSFT, WDAY
|
13F-HR |
2/14/2019, 10:00 AM |
Q3 2018 |
128 |
$327M |
+$78.2M |
-$79.5M |
-$1.33M |
SPOT, AMZN, BABA, META, MSFT
|
13F-HR |
11/14/2018, 06:36 AM |
Q2 2018 |
130 |
$317M |
+$115M |
-$41.1M |
+$73.9M |
SPOT, AMZN, BABA, MSFT, META
|
13F-HR |
8/14/2018, 11:32 AM |
Q1 2018 |
108 |
$232M |
+$53.4M |
-$50.8M |
+$2.6M |
AMZN, BABA, META, ADBE, MSFT
|
13F-HR |
5/15/2018, 09:00 AM |
Q4 2017 |
106 |
$223M |
+$61.3M |
-$80.1M |
-$18.8M |
AMZN, META, BABA, MSFT, ADBE
|
13F-HR |
2/14/2018, 12:16 PM |
Q3 2017 |
106 |
$232M |
+$74.3M |
-$24.1M |
+$50.2M |
JBGS, META, MSFT, BABA, AMZN
|
13F-HR |
11/14/2017, 10:59 AM |
Q2 2017 |
105 |
$173M |
+$97.5M |
-$82.3M |
+$15.2M |
AMZN, META, MSFT, CHTR, ADBE
|
13F-HR |
8/14/2017, 10:30 AM |
Q1 2017 |
46 |
$152M |
+$5.3M |
-$5.27M |
+$34.5K |
XLB, XLI, XLF, META, AMZN
|
13F-HR |
5/15/2017, 10:01 AM |
Q4 2016 |
46 |
$140M |
+$67.3M |
-$66.6M |
+$671K |
XLI, XLF, XLB, AMZN, TBT
|
13F-HR |
2/14/2017, 12:09 PM |
Q3 2016 |
42 |
$145M |
+$1.95M |
-$1.32M |
+$621K |
AMZN, META, GOOG, ADBE, CHTR
|
13F-HR |
11/14/2016, 03:48 PM |
Q2 2016 |
41 |
$129M |
+$10.8M |
-$32.9M |
-$22M |
META, AMZN, GOOG, ADBE, CHTR
|
13F-HR |
8/15/2016, 12:28 PM |
Q1 2016 |
44 |
$149M |
+$24.3M |
-$18.6M |
+$5.68M |
META, AMZN, BRKB, GOOG, ADBE
|
13F-HR |
5/16/2016, 12:53 PM |
Q4 2015 |
43 |
$150M |
+$34.1M |
-$24.8M |
+$9.36M |
META, BIDU, BRKB, GOOG, ADBE
|
13F-HR |
2/16/2016, 12:50 PM |
Q3 2015 |
45 |
$133M |
+$29.7M |
-$21.1M |
+$8.53M |
META, BRKB, TWC, AAPL, CHTR
|
Restatement |
1/21/2016, 12:54 PM |
Q2 2015 |
41 |
$134M |
+$50.6M |
-$95.1M |
-$44.5M |
META, BRKB, BIDU, ADBE, AIG
|
13F-HR |
8/14/2015, 11:37 AM |
Q1 2015 |
40 |
$175M |
+$6.14M |
-$154M |
-$148M |
AAPL, KRFT, META, B108PS, VRX
|
13F-HR |
5/15/2015, 11:22 AM |
Q4 2014 |
40 |
$309M |
+$179M |
-$41.1M |
+$138M |
AAPL, META, BIDU, TWC, AIG
|
13F-HR |
2/17/2015, 11:14 AM |
Q3 2014 |
49 |
$173M |
+$13.6M |
-$120M |
-$106M |
AAPL, META, JNJ, KO, KRFT
|
13F-HR |
11/14/2014, 06:11 AM |
Q2 2014 |
50 |
$276M |
+$91.7M |
-$8.89M |
+$82.8M |
UN, JNJ, KRFT, KO, AAPL
|
13F-HR |
8/14/2014, 01:30 PM |
Q1 2014 |
42 |
$199M |
+$66M |
-$9.21M |
+$56.8M |
UN, JNJ, KRFT, KO, IL
|
13F-HR |
5/15/2014, 11:10 AM |
Q4 2013 |
12 |
$141M |
$0 |
$0 |
|
UN, KO, JNJ, KRFT, AAPL
|
13F-HR |
2/14/2014, 01:07 PM |