| Q3 2025 |
135 |
$660,341,778 |
+$123,177,853 |
-$121,010,829 |
+$2,167,024 |
NVDA, GOOGL, MSFT, SPOT, AAPL
|
13F-HR |
14 Nov 2025, 09:41 |
| Q2 2025 |
140 |
$613,907,521 |
+$74,146,037 |
-$29,806,955 |
+$44,339,082 |
NVDA, SPOT, GOOGL, MSFT, NFLX
|
13F-HR |
14 Aug 2025, 11:33 |
| Q1 2025 |
137 |
$505,235,960 |
+$61,220,953 |
-$76,820,049 |
-$15,599,096 |
NVDA, AMZN, GOOGL, WIX, SPOT
|
13F-HR |
15 May 2025, 10:09 |
| Q4 2024 |
134 |
$547,025,399 |
+$81,301,956 |
-$65,956,328 |
+$15,345,628 |
NVDA, GOOGL, AMZN, WIX, AAPL
|
13F-HR |
14 Feb 2025, 14:19 |
| Q3 2024 |
140 |
$507,010,654 |
+$64,144,872 |
-$48,383,708 |
+$15,761,164 |
NVDA, GOOGL, MSFT, WIX, AAPL
|
13F-HR |
14 Nov 2024, 10:40 |
| Q2 2024 |
136 |
$465,830,091 |
+$72,494,239 |
-$48,216,103 |
+$24,278,136 |
NVDA, GOOGL, MSFT, AMZN, AAPL
|
13F-HR |
14 Aug 2024, 10:53 |
| Q1 2024 |
138 |
$463,027,094 |
+$63,613,568 |
-$80,315,892 |
-$16,702,324 |
GOOGL, MSFT, NVDA, CHKP, AAPL
|
13F-HR |
15 May 2024, 09:29 |
| Q4 2023 |
147 |
$436,283,322 |
+$29,860,124 |
-$260,565,631 |
-$230,705,507 |
GOOGL, AAPL, CHKP, MSFT, NVDA
|
13F-HR |
14 Feb 2024, 12:00 |
| Q3 2023 |
146 |
$601,043,383 |
+$91,039,239 |
-$127,154,895 |
-$36,115,656 |
GOOGL, AAPL, MSFT, ABT, CHKP
|
13F-HR |
14 Nov 2023, 10:10 |
| Q2 2023 |
143 |
$650,011,335 |
+$129,832,955 |
-$146,698,657 |
-$16,865,702 |
GOOGL, AAPL, MSFT, ABT, ACN
|
13F-HR |
14 Aug 2023, 07:26 |
| Q1 2023 |
140 |
$622,858,800 |
+$64,738,168 |
-$99,007,544 |
-$34,269,376 |
GOOGL, AAPL, MSFT, ACN, CHKP
|
13F-HR |
15 May 2023, 11:38 |
| Q4 2022 |
135 |
$624,805,960 |
+$99,844,800 |
-$125,994,601 |
-$26,149,801 |
GOOGL, ABT, CHKP, AAPL, MSFT
|
13F-HR |
14 Feb 2023, 08:34 |
| Q3 2022 |
142 |
$600,268,000 |
+$57,643,420 |
-$71,247,195 |
-$13,603,775 |
MSFT, GOOGL, AAPL, BMY, CHKP
|
13F-HR |
14 Nov 2022, 09:10 |
| Q2 2022 |
144 |
$622,918,000 |
+$184,688,212 |
-$123,185,566 |
+$61,502,646 |
MSFT, AAPL, BMY, CHKP, TSN
|
13F-HR |
15 Aug 2022, 11:16 |
| Q1 2022 |
134 |
$684,581,000 |
+$68,035,917 |
-$73,130,599 |
-$5,094,682 |
MSFT, GOOGL, AAPL, CHKP, SPGI
|
13F-HR |
16 May 2022, 11:36 |
| Q4 2021 |
138 |
$711,736,000 |
+$130,930,346 |
-$101,645,470 |
+$29,284,876 |
MSFT, GOOGL, SPGI, CHKP, AAPL
|
13F-HR |
14 Feb 2022, 09:09 |
| Q3 2021 |
137 |
$682,895,000 |
+$198,165,527 |
-$68,209,052 |
+$129,956,475 |
MSFT, GOOGL, CHKP, AAPL, ICLR
|
13F-HR |
15 Nov 2021, 09:26 |
| Q2 2021 |
144 |
$545,925,000 |
+$105,962,274 |
-$145,956,228 |
-$39,993,954 |
CHKP, MSFT, GOOGL, ICLR, AAPL
|
13F-HR |
12 Aug 2021, 17:03 |
| Q1 2021 |
165 |
$546,841,000 |
+$62,976,471 |
-$96,804,571 |
-$33,828,100 |
CHKP, MSFT, AAPL, AMZN, GOOGL
|
13F-HR |
14 May 2021, 10:50 |
| Q4 2020 |
158 |
$566,018,000 |
+$106,129,727 |
-$120,018,069 |
-$13,888,342 |
CHKP, MSFT, AAPL, AMZN, NTES
|
13F-HR |
16 Feb 2021, 09:24 |
| Q3 2020 |
148 |
$503,455,000 |
+$160,948,918 |
-$90,613,372 |
+$70,335,546 |
CHKP, MSFT, AAPL, AMZN, AMGN
|
13F-HR |
13 Nov 2020, 11:54 |
| Q2 2020 |
139 |
$467,815,000 |
+$83,381,763 |
-$88,347,518 |
-$4,965,755 |
NTES, NXPI, CHKP, MSFT, AAPL
|
13F-HR |
13 Aug 2020, 09:36 |
| Q1 2020 |
136 |
$389,067,000 |
+$80,297,063 |
-$55,801,474 |
+$24,495,589 |
NXPI, NTES, EFA, CHKP, CTXS
|
13F-HR |
14 May 2020, 10:49 |
| Q4 2019 |
136 |
$481,662,000 |
+$50,335,493 |
-$57,763,046 |
-$7,427,553 |
NXPI, NTES, CHKP, ICLR, NTB
|
13F-HR |
13 Feb 2020, 13:22 |
| Q3 2019 |
151 |
$442,766,000 |
+$82,414,669 |
-$117,072,962 |
-$34,658,293 |
NXPI, ICLR, CHKP, NTB, AMGN
|
13F-HR |
13 Nov 2019, 09:39 |
| Q2 2019 |
149 |
$469,206,000 |
+$76,162,100 |
-$82,551,565 |
-$6,389,465 |
NXPI, ICLR, CHKP, EFA, NTB
|
13F-HR |
13 Aug 2019, 09:29 |
| Q1 2019 |
155 |
$475,257,000 |
+$223,977,333 |
-$67,197,172 |
+$156,780,161 |
NXPI, ATHM, ICLR, CHKP, MLNX
|
13F-HR |
13 May 2019, 10:26 |
| Q4 2018 |
172 |
$279,816,000 |
+$56,385,653 |
-$59,656,355 |
-$3,270,702 |
CHKP, ATHM, NXPI, ICLR, MLNX
|
13F-HR |
13 Feb 2019, 12:57 |
| Q3 2018 |
190 |
$329,449,000 |
+$56,415,118 |
-$137,987,411 |
-$81,572,293 |
CHKP, EFA, ICLR, TX, AAPL
|
13F-HR |
14 Nov 2018, 09:59 |
| Q2 2018 |
193 |
$382,041,000 |
+$106,066,000 |
-$5,190,000 |
+$100,876,000 |
CHKP, BMO, TD, EFA, TX
|
13F-HR |
14 Aug 2018, 11:20 |
| Q1 2018 |
185 |
$292,027,000 |
+$20,180,193 |
-$27,775,842 |
-$7,595,649 |
CHKP, EFA, TX, NTES, ICLR
|
13F-HR |
14 May 2018, 12:34 |
| Q4 2017 |
173 |
$308,145,000 |
+$41,401,705 |
-$14,704,472 |
+$26,697,233 |
NTES, CHKP, EFA, TX, ICLR
|
13F-HR |
14 Feb 2018, 09:51 |
| Q3 2017 |
169 |
$261,223,000 |
+$14,482,332 |
-$36,671,699 |
-$22,189,367 |
NTES, TX, EFA, ICLR, TARO
|
13F-HR |
13 Nov 2017, 08:20 |
| Q2 2017 |
159 |
$271,506,000 |
+$28,136,095 |
-$39,091,716 |
-$10,955,621 |
NTES, EFA, TX, ITUB, TARO
|
13F-HR |
11 Aug 2017, 07:49 |
| Q1 2017 |
164 |
$277,310,000 |
+$28,492,215 |
-$46,341,698 |
-$17,849,483 |
NTES, EFA, ITUB, TX, TARO
|
13F-HR |
12 May 2017, 08:09 |
| Q4 2016 |
153 |
$269,540,000 |
+$49,323,373 |
-$62,753,666 |
-$13,430,293 |
NTES, EFA, ITUB, TX, TARO
|
13F-HR |
13 Feb 2017, 13:02 |
| Q3 2016 |
145 |
$247,086,000 |
+$3,236,089 |
-$407,472 |
+$2,828,617 |
EFA, NTES, FLEX, ITUB, PFE
|
13F-HR |
10 Nov 2016, 11:04 |
| Q2 2016 |
144 |
$264,496,000 |
+$38,457,662 |
-$12,288,523 |
+$26,169,139 |
EFA, NTES, FLEX, TARO, ITUB
|
13F-HR |
11 Aug 2016, 09:52 |
| Q1 2016 |
141 |
$235,199,000 |
+$41,986,345 |
-$38,384,352 |
+$3,601,993 |
NTES, FLEX, EFA, TARO, AAPL
|
13F-HR |
12 May 2016, 17:49 |
| Q4 2015 |
136 |
$234,899,000 |
+$36,869,045 |
-$29,369,265 |
+$7,499,780 |
EFA, NTES, AAPL, TARO, AMGN
|
13F-HR |
10 Feb 2016, 10:52 |
| Q3 2015 |
129 |
$209,023,000 |
+$90,324,216 |
-$35,389,907 |
+$54,934,309 |
NTES, AAPL, AMGN, ROK, PFE
|
13F-HR |
13 Nov 2015, 08:44 |
| Q2 2015 |
139 |
$169,990,000 |
+$41,728,736 |
-$14,019,035 |
+$27,709,701 |
NTES, EFA, TARO, ITUB, AAPL
|
13F-HR |
14 Aug 2015, 07:24 |
| Q1 2015 |
132 |
$135,206,000 |
+$31,989,080 |
-$12,586,713 |
+$19,402,367 |
NTES, TARO, ITUB, AAPL, MBT
|
13F-HR |
04 May 2015, 21:36 |
| Q4 2014 |
130 |
$112,285,000 |
$0 |
$0 |
$0 |
NTES, TARO, HBI, AAPL, CSCO
|
13F-HR |
09 Feb 2015, 16:44 |