Q3 2024 |
96 |
$2.79B |
+$473M |
-$407M |
+$65.6M |
BHVN, KURA, INSM, ITCI, ARQT
|
13F-HR |
11/14/2024, 09:53 AM |
Q2 2024 |
97 |
$2.45B |
+$601M |
-$344M |
+$258M |
BHVN, INSM, KURA, ITCI, ARQT
|
13F-HR |
8/14/2024, 04:02 PM |
Q1 2024 |
99 |
$2.37B |
+$368M |
-$546M |
-$178M |
BHVN, KURA, ACLX, META, RARE
|
13F-HR |
5/15/2024, 04:13 PM |
Q4 2023 |
87 |
$2.19B |
+$497M |
-$548M |
-$50.9M |
BHVN, ACLX, RPRX, RARE, KURA
|
13F-HR |
2/14/2024, 07:45 AM |
Q3 2023 |
87 |
$1.85B |
+$452M |
-$344M |
+$108M |
RPRX, BHVN, ACLX, HZNP, INSM
|
13F-HR |
11/14/2023, 10:13 AM |
Q2 2023 |
100 |
$1.87B |
+$436M |
-$829M |
-$393M |
RPRX, BHVN, ACLX, HZNP, ITCI
|
13F-HR |
8/14/2023, 09:45 AM |
Q1 2023 |
92 |
$2.07B |
+$543M |
-$841M |
-$298M |
RPRX, HZNP, KURA, UNH, META
|
13F-HR |
5/15/2023, 10:22 AM |
Q4 2022 |
89 |
$2.38B |
+$825M |
-$1.03B |
-$204M |
UNH, UNP, OTIS, HZNP, EL
|
13F-HR |
2/14/2023, 10:42 AM |
Q3 2022 |
72 |
$2.37B |
+$609M |
-$783M |
-$174M |
UNH, UNP, LVS, MSFT, DIS
|
13F-HR |
11/14/2022, 11:39 AM |
Q2 2022 |
89 |
$2.63B |
+$674M |
-$942M |
-$267M |
RPRX, UNH, UNP, LVS, HUM
|
13F-HR |
8/15/2022, 01:26 PM |
Q1 2022 |
87 |
$3.27B |
+$945M |
-$2.45B |
-$1.5B |
MSFT, UNP, AMZN, UNH, EL
|
13F-HR |
5/16/2022, 10:17 AM |
Q4 2021 |
94 |
$5.16B |
+$1.19B |
-$1.98B |
-$795M |
AMZN, MSFT, UNH, ADBE, OTIS
|
13F-HR |
2/14/2022, 04:45 PM |
Q3 2021 |
105 |
$5.88B |
+$1.21B |
-$1.87B |
-$659M |
ADBE, AMZN, UNH, MA, RH
|
Restatement |
11/16/2021, 05:10 PM |
Q2 2021 |
121 |
$6.66B |
+$1.92B |
-$2.15B |
-$227M |
ADBE, AMZN, UNH, GOOG, TPR
|
13F-HR |
8/16/2021, 04:13 PM |
Q1 2021 |
105 |
$6.73B |
+$2.49B |
-$2.85B |
-$361M |
ADBE, EL, AMZN, UBER, TPR
|
13F-HR |
5/17/2021, 02:17 PM |
Q4 2020 |
106 |
$7B |
+$1.95B |
-$1.1B |
+$852M |
ADBE, AMZN, UNH, META, NKE
|
13F-HR |
2/16/2021, 01:34 PM |
Q3 2020 |
92 |
$5.54B |
+$1.71B |
-$1.35B |
+$360M |
ADBE, AMZN, META, DG, ATVI
|
13F-HR |
11/16/2020, 02:19 PM |
Q2 2020 |
79 |
$4.65B |
+$1.99B |
-$1.6B |
+$385M |
ADBE, AMZN, META, CHTR, ATVI
|
13F-HR |
8/14/2020, 01:49 PM |
Q1 2020 |
64 |
$3.7B |
+$1.66B |
-$1.93B |
-$267M |
ADBE, AMZN, FIS, CRM, CHTR
|
13F-HR |
5/15/2020, 11:20 AM |
Q4 2019 |
37 |
$4.29B |
+$2.17B |
-$1.78B |
+$394M |
ADBE, AMZN, FIS, CRM, GPN
|
13F-HR |
2/14/2020, 10:43 AM |
Q3 2019 |
38 |
$3.7B |
+$1.81B |
-$2.19B |
-$380M |
ADBE, FIS, CRM, QSR, GPN
|
13F-HR |
11/14/2019, 09:40 AM |
Q2 2019 |
39 |
$3.99B |
+$2.17B |
-$1.09B |
+$1.07B |
ADBE, NFLX, WP, CRM, LMT
|
13F-HR |
8/14/2019, 09:38 AM |
Q1 2019 |
34 |
$2.83B |
+$1.73B |
-$421M |
+$1.31B |
CRM, ADBE, BA, CMCSA, WP
|
13F-HR |
5/15/2019, 11:30 AM |
Q4 2018 |
19 |
$1.33B |
+$378M |
-$3.06B |
-$2.68B |
CRM, ADBE, STZ, QSR, IQV
|
13F-HR |
2/14/2019, 01:08 PM |
Q3 2018 |
21 |
$4.31B |
+$1.56B |
-$1.18B |
+$385M |
MSFT, CRM, MPC, BA, DWDP
|
13F-HR |
11/14/2018, 01:21 PM |
Q2 2018 |
19 |
$3.73B |
+$1.06B |
-$1.46B |
-$397M |
CRM, ADBE, META, BABA, FMC
|
13F-HR |
8/14/2018, 02:30 PM |
Q1 2018 |
18 |
$3.87B |
+$1.33B |
-$1.76B |
-$429M |
META, CRM, ADBE, UTX, DWDP
|
13F-HR |
5/15/2018, 09:35 AM |
Q4 2017 |
28 |
$4.23B |
+$2.07B |
-$1.47B |
+$599M |
ADBE, GOOG, CRM, STZ, UTX
|
13F-HR |
2/14/2018, 07:41 AM |
Q3 2017 |
16 |
$3.41B |
+$597M |
-$639M |
-$41.6M |
ADBE, CMCSA, STZ, CHTR, BABA
|
13F-HR |
11/14/2017, 09:38 AM |
Q2 2017 |
19 |
$3.23B |
+$950M |
-$1B |
-$54.8M |
ADBE, CHTR, STZ, BABA, CMCSA
|
13F-HR |
8/14/2017, 06:15 AM |
Q1 2017 |
36 |
$3.09B |
+$1.21B |
-$1.18B |
+$24.5M |
ADBE, GOOG, CHTR, STZ, QSR
|
13F-HR |
5/15/2017, 09:12 AM |
Q4 2016 |
39 |
$2.9B |
+$1.72B |
-$1.42B |
+$295M |
CHTR, ADBE, STZ, QSR, JPM
|
13F-HR |
2/14/2017, 08:24 AM |
Q3 2016 |
26 |
$2.61B |
+$1.04B |
-$824M |
+$217M |
CHTR, AAPL, ADBE, STZ, AMZN
|
13F-HR |
11/14/2016, 08:24 AM |
Q2 2016 |
22 |
$2.21B |
+$1.15B |
-$1.5B |
-$349M |
CHTR, META, STZ, AMZN, ADBE
|
13F-HR |
8/15/2016, 07:32 AM |
Q1 2016 |
20 |
$2.5B |
+$1.15B |
-$568M |
+$580M |
TWC, JAH, STZ, MSFT, PFE
|
13F-HR |
5/16/2016, 09:47 AM |
Q4 2015 |
22 |
$1.94B |
+$1.26B |
-$209M |
+$1.05B |
AGN, MSFT, JAH, STZ, META
|
13F-HR |
2/16/2016, 08:35 AM |
Q3 2015 |
15 |
$831M |
+$104M |
-$1.27B |
-$1.16B |
AGN, LBTYK, STZ, TWC, QSR
|
13F-HR |
11/16/2015, 09:26 AM |
Q2 2015 |
31 |
$2.05B |
+$948M |
-$460M |
+$487M |
AGN, APD, LNG, LBTYK, TWC
|
13F-HR |
8/14/2015, 09:16 AM |
Q1 2015 |
27 |
$1.63B |
+$788M |
-$595M |
+$193M |
B108PS, APD, LNG, NEE, LBTYK
|
13F-HR |
5/15/2015, 07:58 AM |
Q4 2014 |
26 |
$1.38B |
+$677M |
-$436M |
+$242M |
APD, LBTYK, B108PS, ADBE, NEE
|
13F-HR |
2/17/2015, 09:04 AM |
Q3 2014 |
28 |
$1.07B |
+$367M |
-$392M |
-$24.5M |
APD, LBTYK, AGN, LNG, B108PS
|
13F-HR |
11/14/2014, 08:25 AM |
Q2 2014 |
32 |
$1.09B |
+$565M |
-$369M |
+$196M |
LNG, APD, B108PS, IHS, NEE
|
13F-HR |
8/14/2014, 03:15 PM |
Q1 2014 |
1 |
$0 |
$0 |
$0 |
|
|
New Holdings |
5/15/2014, 12:17 PM |
Q1 2014 |
29 |
$797M |
+$326M |
-$319M |
+$7.4M |
LNG, TWX, B108PS, IHS, STZ
|
13F-HR |
5/15/2014, 09:40 AM |
Q4 2013 |
34 |
$746M |
$0 |
$0 |
|
LNG, EQIX, TMO, STZ, GOOGL
|
13F-HR |
2/14/2014, 08:22 AM |