Q4 2023 |
70 |
$52.7M |
+$2.25M |
-$6.84M |
-$4.59M |
MRK, MSFT, AMZN, AMAT, XYL
|
13F-HR |
2/2/2024, 04:58 PM |
Q3 2023 |
75 |
$50.9M |
+$3.63M |
-$9.37M |
-$5.74M |
MRK, MSFT, AMZN, AMAT, ABNB
|
13F-HR |
11/9/2023, 05:26 PM |
Q2 2023 |
82 |
$60.3M |
+$7.11M |
-$9.73M |
-$2.62M |
MRK, MDLZ, MSFT, AMZN, AMAT
|
13F-HR |
8/7/2023, 04:17 PM |
Q1 2023 |
92 |
$59M |
+$12.7M |
-$16.8M |
-$4.08M |
MRK, MDLZ, MSFT, AMZN, DHR
|
13F-HR |
5/9/2023, 05:38 PM |
Q4 2022 |
93 |
$61.1M |
+$3.08M |
-$7.68M |
-$4.6M |
MDLZ, MSFT, SCHW, AMZN, HSIC
|
13F-HR |
2/7/2023, 08:25 AM |
Q3 2022 |
98 |
$61.7M |
+$6.02M |
-$10.4M |
-$4.39M |
MDLZ, MSFT, AMZN, SCHW, HSIC
|
13F-HR |
11/10/2022, 08:10 AM |
Q2 2022 |
106 |
$69.9M |
+$19.8M |
-$14.2M |
+$5.59M |
MDLZ, MSFT, AMZN, HSIC, EFX
|
13F-HR |
8/15/2022, 10:42 AM |
Q1 2022 |
91 |
$82.7M |
+$11.3M |
-$25M |
-$13.7M |
AMZN, BAX, BDX, HSIC, JLL
|
13F-HR |
5/9/2022, 11:10 AM |
Q4 2021 |
105 |
$103M |
$0 |
$0 |
|
BAX, AMZN, FTNT, BDX, ABNB
|
13F-HR |
2/9/2022, 05:58 PM |