| Q2 2024 |
88 |
$1.3B |
+$221M |
-$213M |
+$8.02M |
BIL, PANW, TMDX, ISRG, NOW
|
13F-HR |
8/13/2024, 08:27 AM |
| Q1 2024 |
90 |
$1.25B |
+$79.5M |
-$71M |
+$8.46M |
BIL, PANW, NOW, ISRG, TMDX
|
13F-HR |
5/14/2024, 08:36 AM |
| Q4 2023 |
86 |
$1.2B |
+$140M |
-$164M |
-$23.4M |
BIL, PANW, TMDX, NOW, TECH
|
13F-HR |
2/2/2024, 10:45 AM |
| Q3 2023 |
87 |
$1.07B |
+$103M |
-$31.7M |
+$71.4M |
PANW, NOW, LIN, LFUS, ISRG
|
13F-HR |
11/13/2023, 10:14 AM |
| Q2 2023 |
84 |
$1.1B |
+$40.8M |
-$103M |
-$62.4M |
PANW, TMDX, ISRG, LFUS, NOW
|
13F-HR |
8/8/2023, 10:19 AM |
| Q1 2023 |
83 |
$1.04B |
+$139M |
-$109M |
+$29.5M |
TMDX, PANW, LFUS, LIN, ISRG
|
13F-HR |
5/12/2023, 01:17 PM |
| Q4 2022 |
88 |
$937M |
+$77.8M |
-$98.3M |
-$20.5M |
TMDX, ISRG, LINXXXX, LFUS, PANW
|
13F-HR |
2/10/2023, 10:08 AM |
| Q3 2022 |
83 |
$876M |
+$108M |
-$88.8M |
+$18.9M |
TMDX, PANW, LFUS, LINXXXX, ZBH
|
13F-HR |
11/14/2022, 09:02 AM |
| Q2 2022 |
88 |
$935M |
+$186M |
-$266M |
-$80.8M |
TMDX, PANW, LINXXXX, ZBH, ADBE
|
13F-HR |
8/10/2022, 11:31 AM |
| Q1 2022 |
92 |
$1.16B |
+$271M |
-$289M |
-$18.7M |
PANW, TMDX, ZBH, GPN, TECH
|
13F-HR |
5/16/2022, 09:47 AM |
| Q4 2021 |
90 |
$1.29B |
+$121M |
-$116M |
+$5.17M |
TECH, TRU, PANW, NFLX, GPN
|
13F-HR |
2/9/2022, 11:43 AM |
| Q3 2021 |
96 |
$1.25B |
+$157M |
-$159M |
-$2.21M |
TECH, TRU, NFLX, GPN, FTNT
|
13F-HR |
11/12/2021, 10:46 AM |
| Q2 2021 |
89 |
$1.28B |
+$184M |
-$140M |
+$44.1M |
TECH, TRU, CLVT, GPN, FTNT
|
13F-HR |
8/11/2021, 10:54 AM |
| Q1 2021 |
86 |
$1.18B |
+$224M |
-$173M |
+$51.2M |
GPN, TMDX, TECH, FTNT, DKNGXXXX
|
13F-HR |
5/13/2021, 10:24 AM |
| Q4 2020 |
84 |
$1.09B |
+$164M |
-$181M |
-$17.1M |
FI, GPN, FTNT, TRU, TMX
|
13F-HR |
2/12/2021, 10:59 AM |
| Q3 2020 |
82 |
$992M |
+$156M |
-$73.1M |
+$82.8M |
DKNGXXXX, FI, GPN, TRU, SERV
|
13F-HR |
11/12/2020, 02:31 PM |
| Q2 2020 |
77 |
$854M |
+$80.6M |
-$142M |
-$61.2M |
TECH, GPN, TRU, FI, ADBE
|
13F-HR |
8/13/2020, 04:12 PM |
| Q1 2020 |
81 |
$746M |
+$128M |
-$120M |
+$8.54M |
GPN, FI, TECH, TRU, ADBE
|
13F-HR |
5/14/2020, 02:04 PM |
| Q4 2019 |
80 |
$901M |
+$91.4M |
-$70.7M |
+$20.7M |
GPN, FI, TRU, TECH, IFF
|
13F-HR |
2/13/2020, 10:53 AM |
| Q3 2019 |
77 |
$820M |
+$129M |
-$82.8M |
+$46.5M |
GPN, TRU, FI, TECH, ELAN
|
13F-HR |
11/14/2019, 12:28 PM |
| Q2 2019 |
71 |
$789M |
+$100M |
-$76.2M |
+$24M |
GPN, TRU, TECH, FI, ELAN
|
13F-HR |
8/13/2019, 02:49 PM |
| Q1 2019 |
72 |
$716M |
+$81.3M |
-$77M |
+$4.35M |
GPN, XRAY, TECH, TRU, FI
|
13F-HR |
5/15/2019, 11:10 AM |
| Q4 2018 |
73 |
$606M |
+$103M |
-$54.8M |
+$48.2M |
GPN, USFD, XRAY, ADBE, TRU
|
13F-HR |
2/13/2019, 03:22 PM |
| Q3 2018 |
72 |
$675M |
+$86.9M |
-$85.4M |
+$1.53M |
GPN, TECH, ADBE, XRAY, USFD
|
13F-HR |
11/14/2018, 09:40 AM |
| Q2 2018 |
73 |
$632M |
+$73.9M |
-$74.2M |
-$259K |
USFD, SITE, XRAY, GPN, ADBE
|
13F-HR |
8/13/2018, 03:35 PM |
| Q1 2018 |
72 |
$609M |
+$85.8M |
-$48M |
+$37.8M |
ADBE, XRAY, GPN, SITE, USFD
|
13F-HR |
5/14/2018, 03:07 PM |
| Q4 2017 |
67 |
$562M |
+$30.2M |
-$33.4M |
-$3.26M |
XRAY, ADBE, SITE, PSDO, GDI
|
13F-HR |
2/14/2018, 10:02 AM |
| Q3 2017 |
67 |
$513M |
+$60.5M |
-$42.7M |
+$17.9M |
XRAY, ADBE, BAC, GPN, ZTS
|
13F-HR |
11/13/2017, 02:35 PM |
| Q2 2017 |
64 |
$473M |
+$45.1M |
-$16.7M |
+$28.4M |
BAC, XRAY, ADBE, ZTS, GPN
|
13F-HR |
8/14/2017, 12:00 PM |
| Q1 2017 |
64 |
$427M |
+$78.1M |
-$49.6M |
+$28.4M |
BAC, ADBE, USFD, MTN, XRAY
|
13F-HR |
5/15/2017, 09:36 AM |
| Q4 2016 |
63 |
$364M |
+$52.4M |
-$30.8M |
+$21.6M |
CDW, BAC, MTN, ZTS, FMC
|
13F-HR |
2/14/2017, 09:37 AM |
| Q3 2016 |
67 |
$332M |
+$33.5M |
-$43.2M |
-$9.69M |
CDW, MTN, ZTS, ADBE, IDXX
|
13F-HR |
11/14/2016, 10:02 AM |
| Q2 2016 |
67 |
$319M |
+$38.3M |
-$33.7M |
+$4.66M |
FMC, CDW, MTN, ZTS, CRS
|
13F-HR |
8/15/2016, 11:47 AM |
| Q1 2016 |
65 |
$304M |
+$51.5M |
-$66.7M |
-$15.3M |
CDW, ADBE, MTN, FMC, CRS
|
13F-HR |
5/9/2016, 03:10 PM |
| Q4 2015 |
81 |
$314M |
+$48.8M |
-$49.7M |
-$902K |
ADBE, CDW, ZTS, MTN, HAIN
|
13F-HR |
2/10/2016, 01:39 PM |
| Q3 2015 |
83 |
$299M |
+$39.5M |
-$30.7M |
+$8.8M |
CDW, ADBE, MTN, CMD, LNCE
|
13F-HR |
11/13/2015, 09:30 AM |
| Q2 2015 |
87 |
$326M |
+$43.7M |
-$9.28M |
+$34.4M |
CTRP, ADBE, MTN, CBI, CDW
|
13F-HR |
8/11/2015, 03:13 PM |
| Q1 2015 |
86 |
$294M |
+$47.4M |
-$54.5M |
-$7.1M |
CDW, ZTS, CBI, ADBE, MTN
|
13F-HR |
5/13/2015, 02:13 PM |
| Q4 2014 |
86 |
$295M |
+$34.4M |
-$31.3M |
+$3.09M |
CDW, MUSA, BIDU, ZTS, ADBE
|
13F-HR |
2/12/2015, 10:39 AM |
| Q3 2014 |
84 |
$280M |
+$35.4M |
-$24.2M |
+$11.3M |
BIDU, CDW, RRC, CTRP, ADBE
|
13F-HR |
11/14/2014, 09:12 AM |
| Q2 2014 |
84 |
$277M |
+$21.6M |
-$30.2M |
-$8.63M |
CDW, BIDU, CTRP, ADBE, CMP
|
13F-HR |
8/14/2014, 11:57 AM |
| Q1 2014 |
85 |
$264M |
+$33.5M |
-$19.5M |
+$13.9M |
CDW, HSP, BIDU, CTRP, ADBE
|
13F-HR |
5/13/2014, 02:37 PM |
| Q4 2013 |
82 |
$250M |
$0 |
$0 |
|
BIDU, ADBE, PSMT, HSP, CDW
|
13F-HR |
2/13/2014, 02:25 PM |