Q3 2024 |
140 |
$507M |
+$64.1M |
-$48.4M |
+$15.8M |
NVDA, GOOGL, MSFT, WIX, AAPL
|
13F-HR |
11/14/2024, 10:40 AM |
Q2 2024 |
136 |
$466M |
+$72.5M |
-$48.2M |
+$24.3M |
NVDA, GOOGL, MSFT, AMZN, AAPL
|
13F-HR |
8/14/2024, 10:53 AM |
Q1 2024 |
138 |
$463M |
+$63.6M |
-$80.3M |
-$16.7M |
GOOGL, MSFT, NVDA, CHKP, AAPL
|
13F-HR |
5/15/2024, 09:29 AM |
Q4 2023 |
147 |
$436M |
+$29.9M |
-$261M |
-$231M |
GOOGL, AAPL, CHKP, MSFT, NVDA
|
13F-HR |
2/14/2024, 12:00 PM |
Q3 2023 |
146 |
$601M |
+$91M |
-$127M |
-$36.1M |
GOOGL, AAPL, MSFT, ABT, CHKP
|
13F-HR |
11/14/2023, 10:10 AM |
Q2 2023 |
143 |
$650M |
+$130M |
-$147M |
-$16.9M |
GOOGL, AAPL, MSFT, ABT, ACN
|
13F-HR |
8/14/2023, 07:26 AM |
Q1 2023 |
140 |
$623M |
+$64.7M |
-$99M |
-$34.3M |
GOOGL, AAPL, MSFT, ACN, CHKP
|
13F-HR |
5/15/2023, 11:38 AM |
Q4 2022 |
135 |
$625M |
+$99.8M |
-$126M |
-$26.1M |
GOOGL, ABT, CHKP, AAPL, MSFT
|
13F-HR |
2/14/2023, 08:34 AM |
Q3 2022 |
142 |
$600M |
+$57.6M |
-$71.2M |
-$13.6M |
MSFT, GOOGL, AAPL, BMY, CHKP
|
13F-HR |
11/14/2022, 09:10 AM |
Q2 2022 |
144 |
$623M |
+$185M |
-$123M |
+$61.5M |
MSFT, AAPL, BMY, CHKP, TSN
|
13F-HR |
8/15/2022, 11:16 AM |
Q1 2022 |
134 |
$685M |
+$68M |
-$73.1M |
-$5.09M |
MSFT, GOOGL, AAPL, CHKP, SPGI
|
13F-HR |
5/16/2022, 11:36 AM |
Q4 2021 |
138 |
$712M |
+$131M |
-$102M |
+$29.3M |
MSFT, GOOGL, SPGI, CHKP, AAPL
|
13F-HR |
2/14/2022, 09:09 AM |
Q3 2021 |
137 |
$683M |
+$198M |
-$68.2M |
+$130M |
MSFT, GOOGL, CHKP, AAPL, ICLR
|
13F-HR |
11/15/2021, 09:26 AM |
Q2 2021 |
144 |
$546M |
+$106M |
-$146M |
-$40M |
CHKP, MSFT, GOOGL, ICLR, AAPL
|
13F-HR |
8/12/2021, 05:03 PM |
Q1 2021 |
165 |
$547M |
+$63M |
-$96.8M |
-$33.8M |
CHKP, MSFT, AAPL, AMZN, GOOGL
|
13F-HR |
5/14/2021, 10:50 AM |
Q4 2020 |
158 |
$566M |
+$106M |
-$120M |
-$13.9M |
CHKP, MSFT, AAPL, AMZN, NTES
|
13F-HR |
2/16/2021, 09:24 AM |
Q3 2020 |
148 |
$503M |
+$161M |
-$90.6M |
+$70.3M |
CHKP, MSFT, AAPL, AMZN, AMGN
|
13F-HR |
11/13/2020, 11:54 AM |
Q2 2020 |
139 |
$468M |
+$83.4M |
-$88.3M |
-$4.97M |
NTES, NXPI, CHKP, MSFT, AAPL
|
13F-HR |
8/13/2020, 09:36 AM |
Q1 2020 |
136 |
$389M |
+$80.3M |
-$55.8M |
+$24.5M |
NXPI, NTES, EFA, CHKP, CTXS
|
13F-HR |
5/14/2020, 10:49 AM |
Q4 2019 |
136 |
$482M |
+$50.3M |
-$57.8M |
-$7.43M |
NXPI, NTES, CHKP, ICLR, NTB
|
13F-HR |
2/13/2020, 01:22 PM |
Q3 2019 |
151 |
$443M |
+$82.4M |
-$117M |
-$34.7M |
NXPI, ICLR, CHKP, NTB, AMGN
|
13F-HR |
11/13/2019, 09:39 AM |
Q2 2019 |
149 |
$469M |
+$76.2M |
-$82.6M |
-$6.39M |
NXPI, ICLR, CHKP, EFA, NTB
|
13F-HR |
8/13/2019, 09:29 AM |
Q1 2019 |
155 |
$475M |
+$224M |
-$67.2M |
+$157M |
NXPI, ATHM, ICLR, CHKP, MLNX
|
13F-HR |
5/13/2019, 10:26 AM |
Q4 2018 |
172 |
$280M |
+$56.4M |
-$59.7M |
-$3.27M |
CHKP, ATHM, NXPI, ICLR, MLNX
|
13F-HR |
2/13/2019, 12:57 PM |
Q3 2018 |
190 |
$329M |
+$56.4M |
-$138M |
-$81.6M |
CHKP, EFA, ICLR, TX, AAPL
|
13F-HR |
11/14/2018, 09:59 AM |
Q2 2018 |
193 |
$382M |
+$106M |
-$5.19M |
+$101M |
CHKP, BMO, TD, EFA, TX
|
13F-HR |
8/14/2018, 11:20 AM |
Q1 2018 |
185 |
$292M |
+$20.2M |
-$27.8M |
-$7.6M |
CHKP, EFA, TX, NTES, ICLR
|
13F-HR |
5/14/2018, 12:34 PM |
Q4 2017 |
173 |
$308M |
+$41.4M |
-$14.7M |
+$26.7M |
NTES, CHKP, EFA, TX, ICLR
|
13F-HR |
2/14/2018, 09:51 AM |
Q3 2017 |
169 |
$261M |
+$14.5M |
-$36.7M |
-$22.2M |
NTES, TX, EFA, ICLR, TARO
|
13F-HR |
11/13/2017, 08:20 AM |
Q2 2017 |
159 |
$272M |
+$28.1M |
-$39.1M |
-$11M |
NTES, EFA, TX, ITUB, TARO
|
13F-HR |
8/11/2017, 07:49 AM |
Q1 2017 |
164 |
$277M |
+$28.5M |
-$46.3M |
-$17.8M |
NTES, EFA, ITUB, TX, TARO
|
13F-HR |
5/12/2017, 08:09 AM |
Q4 2016 |
153 |
$270M |
+$49.3M |
-$62.8M |
-$13.4M |
NTES, EFA, ITUB, TX, TARO
|
13F-HR |
2/13/2017, 01:02 PM |
Q3 2016 |
145 |
$247M |
+$3.24M |
-$407K |
+$2.83M |
EFA, NTES, FLEX, ITUB, PFE
|
13F-HR |
11/10/2016, 11:04 AM |
Q2 2016 |
144 |
$264M |
+$38.5M |
-$12.3M |
+$26.2M |
EFA, NTES, FLEX, TARO, ITUB
|
13F-HR |
8/11/2016, 09:52 AM |
Q1 2016 |
141 |
$235M |
+$42M |
-$38.4M |
+$3.6M |
NTES, FLEX, EFA, TARO, AAPL
|
13F-HR |
5/12/2016, 05:49 PM |
Q4 2015 |
136 |
$235M |
+$36.9M |
-$29.4M |
+$7.5M |
EFA, NTES, AAPL, TARO, AMGN
|
13F-HR |
2/10/2016, 10:52 AM |
Q3 2015 |
129 |
$209M |
+$90.3M |
-$35.4M |
+$54.9M |
NTES, AAPL, AMGN, ROK, PFE
|
13F-HR |
11/13/2015, 08:44 AM |
Q2 2015 |
139 |
$170M |
+$41.7M |
-$14M |
+$27.7M |
NTES, EFA, TARO, ITUB, AAPL
|
13F-HR |
8/14/2015, 07:24 AM |
Q1 2015 |
132 |
$135M |
+$32M |
-$12.6M |
+$19.4M |
NTES, TARO, ITUB, AAPL, MBT
|
13F-HR |
5/4/2015, 09:36 PM |
Q4 2014 |
130 |
$112M |
$0 |
$0 |
|
NTES, TARO, HBI, AAPL, CSCO
|
13F-HR |
2/9/2015, 04:44 PM |