Q2 2024 |
52 |
$427M |
+$159M |
-$318M |
-$158M |
MIDD, ZS, IRTC, ALNY, MRO
|
13F-HR |
8/13/2024, 01:36 PM |
Q1 2024 |
45 |
$580M |
+$275M |
-$304M |
-$29.3M |
BUD, MCHP, Z, HES, TYL
|
13F-HR |
5/14/2024, 01:58 PM |
Q4 2023 |
53 |
$559M |
+$130M |
-$221M |
-$90.8M |
MCHP, TYL, LUV, PXD, IMGN
|
13F-HR |
2/12/2024, 05:25 PM |
Q3 2023 |
63 |
$705M |
+$221M |
-$239M |
-$17.6M |
BHAC, TYL, LUV, MCHP, RIVN
|
13F-HR |
11/13/2023, 02:04 PM |
Q2 2023 |
51 |
$744M |
+$202M |
-$478M |
-$276M |
USFD, GEHC, MCHP, LUV, BHAC
|
13F-HR |
8/14/2023, 12:49 PM |
Q1 2023 |
83 |
$994M |
+$289M |
-$295M |
-$5.97M |
FHN, HZNP, GLTA, FORG, FOCS
|
13F-HR |
5/15/2023, 12:23 PM |
Q4 2022 |
99 |
$937M |
+$206M |
-$357M |
-$151M |
AAWW, VMW, FHN, HZNP, TGNA
|
13F-HR |
2/13/2023, 04:38 PM |
Q3 2022 |
133 |
$1.08B |
+$285M |
-$411M |
-$126M |
Y, AAWW, AVLR, ZEN, BHAC
|
13F-HR |
11/14/2022, 08:28 AM |
Q2 2022 |
144 |
$1.21B |
+$365M |
-$337M |
+$27.8M |
BHAC, ACC, CTXS, APGB, SAIL
|
13F-HR |
8/12/2022, 02:29 PM |
Q1 2022 |
153 |
$1.39B |
+$536M |
-$340M |
+$196M |
BHAC, CTXS, APGB, MIME, CERN
|
13F-HR |
5/13/2022, 10:51 AM |
Q4 2021 |
130 |
$1.19B |
+$415M |
-$462M |
-$47.1M |
INFO, XLNX, BHACU, APSG, ATH
|
Restatement |
2/18/2022, 05:56 PM |
Q3 2021 |
103 |
$1.26B |
+$365M |
-$374M |
-$8.74M |
KSU, INFO, XLNX, BKNG, ATH
|
13F-HR |
11/12/2021, 03:46 PM |
Q2 2021 |
109 |
$1.29B |
+$686M |
-$882M |
-$197M |
INFO, ALXN, KSU, PRAH, XLNX
|
13F-HR |
8/13/2021, 02:29 PM |
Q1 2021 |
90 |
$1.45B |
+$756M |
-$475M |
+$282M |
VAR, ALXN, GWPH, RP, WTW
|
13F-HR |
5/14/2021, 10:24 AM |
Q4 2020 |
66 |
$1.1B |
+$631M |
-$866M |
-$235M |
EV, VAR, WTW, WORK, MXIM
|
13F-HR |
2/16/2021, 01:25 PM |
Q3 2020 |
51 |
$1.27B |
+$776M |
-$471M |
+$305M |
LVGO, ETFC, ADSW, WMGI, VAR
|
13F-HR |
11/12/2020, 05:21 PM |
Q2 2020 |
41 |
$956M |
+$457M |
-$432M |
+$25.6M |
EE, ADSW, WMGI, TIF, TECD
|
13F-HR |
8/13/2020, 12:48 PM |
Q1 2020 |
54 |
$818M |
+$537M |
-$351M |
+$186M |
AGN, EE, TECD, WMGI, ADSW
|
13F-HR |
5/14/2020, 09:55 AM |
Q4 2019 |
62 |
$759M |
+$286M |
-$763M |
-$476M |
AGN, TECD, TIF, ZAYO, WBC
|
13F-HR |
2/14/2020, 11:56 AM |
Q3 2019 |
53 |
$1.31B |
+$300M |
-$452M |
-$152M |
CELG, AGN, WBC, WCG, ADSW
|
13F-HR |
11/12/2019, 05:14 PM |
Q2 2019 |
61 |
$1.42B |
+$580M |
-$650M |
-$70.2M |
LLL, CELG, RHT, APC, FDC
|
13F-HR |
8/14/2019, 09:42 AM |
Q1 2019 |
68 |
$1.55B |
+$838M |
-$468M |
+$370M |
BIIB, AMGN, LLL, CELG, RHT
|
13F-HR |
5/14/2019, 12:51 PM |
Q4 2018 |
62 |
$1.05B |
+$481M |
-$690M |
-$209M |
QCOM, SHPG, FOXA, LLL, SEND
|
13F-HR |
2/12/2019, 05:34 PM |
Q3 2018 |
70 |
$1.38B |
+$684M |
-$320M |
+$364M |
ANDV, AET, FOXA, COL, PF
|
13F-HR |
11/13/2018, 04:33 PM |
Q2 2018 |
78 |
$990M |
+$598M |
-$301M |
+$297M |
COL, XL, VR, FOXA, RSPP
|
13F-HR |
8/14/2018, 10:23 AM |
Q1 2018 |
66 |
$684M |
+$386M |
-$344M |
+$42M |
PF, NXPI, LCI, MON, COL
|
13F-HR |
5/14/2018, 11:55 AM |
Q4 2017 |
52 |
$661M |
+$247M |
-$238M |
+$9.05M |
CTSH, KSU, PF, MNKKQ, PCRX
|
13F-HR |
2/12/2018, 04:00 PM |
Q3 2017 |
65 |
$663M |
+$162M |
-$110M |
+$52.8M |
PTCT, INSM, NBIX, DYNC, BYON
|
13F-HR |
11/13/2017, 01:40 PM |
Q2 2017 |
61 |
$586M |
+$189M |
-$100M |
+$89.1M |
ANET, DYNC, INSM, TTPH, RAI
|
13F-HR |
8/11/2017, 03:07 PM |
Q1 2017 |
50 |
$487M |
+$277M |
-$37M |
+$240M |
ACOR, PRTK, MU, RAI, BEAV
|
13F-HR |
5/12/2017, 03:12 PM |
Q4 2016 |
52 |
$230M |
$0 |
$0 |
|
CHTR, ACOR, RAD, AEPI, STJ
|
13F-HR |
2/13/2017, 02:49 PM |