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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 19 | $3.54B | +$1.25B | -$1.13B | +$124M | KVUE, PFGC, TWLO, GDS, TLN | 13F-HR | 11/14/2025, 04:15 PM |
| Q2 2025 | 19 | $3.2B | +$845M | -$640M | +$206M | TWLO, TLN, STX, KVUE, GDS | 13F-HR | 8/14/2025, 04:06 PM |
| Q1 2025 | 16 | $2.49B | +$1.02B | -$180M | +$840M | TLN, TWLO, CVS, USFD, COHR | 13F-HR | 5/15/2025, 04:01 PM |
| Q4 2024 | 14 | $1.82B | +$456M | -$644M | -$188M | TWLO, USFD, TLN, WDC, SYF | 13F-HR | 2/14/2025, 04:01 PM |
| Q3 2024 | 14 | $1.91B | +$537M | -$784M | -$247M | USFD, CVS, TWLO, TLN, ZI | 13F-HR | 11/14/2024, 04:05 PM |
| Q2 2024 | 16 | $2.01B | +$609M | -$663M | -$54.3M | USFD, ZI, TWLO, CVS, NXT | 13F-HR | 8/14/2024, 04:01 PM |
| Q1 2024 | 11 | $2.16B | +$690M | -$700M | -$10.1M | USFD, IFF, TWLO, ZI, NXT | 13F-HR | 5/15/2024, 04:01 PM |
| Q4 2023 | 12 | $1.98B | +$487M | -$766M | -$279M | USFD, IFF, FLEX, CRM, RCM | 13F-HR | 2/14/2024, 04:19 PM |
| Q3 2023 | 12 | $1.98B | +$457M | -$513M | -$55.3M | USFD, IFF, HUM, CRM, RCM | 13F-HR | 11/14/2023, 04:21 PM |
| Q2 2023 | 15 | $2.21B | +$282M | -$466M | -$185M | USFD, IFF, FLEX, DEN, RCM | 13F-HR | 8/14/2023, 04:08 PM |
| Q1 2023 | 17 | $2.26B | +$272M | -$675M | -$403M | USFD, IFF, FLEX, FMX, RCM | 13F-HR | 5/15/2023, 04:05 PM |
| Q4 2022 | 18 | $2.56B | +$448M | -$940M | -$492M | IFF, USFD, OLN, FLEX, FMX | 13F-HR | 2/10/2023, 04:11 PM |
| Q3 2022 | 21 | $2.68B | +$313M | -$413M | -$100M | IFF, USFD, OLN, ELAN, FLEX | 13F-HR | 11/14/2022, 04:01 PM |
| Q2 2022 | 20 | $3.32B | +$476M | -$329M | +$147M | IFF, USFD, ELAN, OLN, ZEN | 13F-HR | 8/12/2022, 04:30 PM |
| Q1 2022 | 18 | $3.88B | +$477M | -$458M | +$19.2M | IFF, ELAN, USFD, OLN, ZEN | 13F-HR | 5/13/2022, 04:12 PM |
| Q4 2021 | 20 | $4.25B | +$815M | -$760M | +$54.5M | IFF, ELAN, USFD, OLN, UBER | 13F-HR | 2/11/2022, 04:20 PM |
| Q3 2021 | 23 | $4.06B | +$889M | -$496M | +$393M | ELAN, IFF, OLN, DELL, USFD | 13F-HR | 11/12/2021, 04:05 PM |
| Q2 2021 | 25 | $3.86B | +$326M | -$609M | -$284M | IFF, ELAN, OLN, USFD, META | 13F-HR | 8/13/2021, 04:10 PM |
| Q1 2021 | 23 | $3.7B | +$1.35B | -$749M | +$599M | IFF, ELAN, OLN, USFD, FLEX | 13F-HR | 5/14/2021, 04:10 PM |
| Q4 2020 | 19 | $2.87B | +$1.25B | -$551M | +$698M | ELAN, OLN, DD, USFD, SYF | 13F-HR | 2/12/2021, 04:11 PM |
| Q3 2020 | 18 | $1.65B | +$459M | -$343M | +$115M | EXP, OLN, ATUS, LKQ, META | 13F-HR | 11/13/2020, 04:10 PM |
| Q2 2020 | 19 | $1.4B | +$603M | -$374M | +$229M | EXP, OLN, CRM, USFD, LKQ | 13F-HR | 8/14/2020, 07:30 AM |
| Q1 2020 | 12 | $1.03B | +$277M | -$258M | +$19.5M | AGN, EXP, OLN, CRM, FLEX | 13F-HR | 5/15/2020, 04:05 PM |
| Q4 2019 | 12 | $1.27B | +$223M | -$353M | -$130M | EXP, AGN, CRM, USFD, UBER | 13F-HR | 2/14/2020, 04:05 PM |
| Q3 2019 | 11 | $1.28B | +$550M | -$169M | +$381M | EXP, AGN, WWE, USFD, FLEX | 13F-HR | 11/14/2019, 04:05 PM |
| Q2 2019 | 6 | $947M | +$268M | -$1.03B | -$761M | EXP, USFD, CRM, YNDX, SE | 13F-HR | 8/14/2019, 04:10 PM |
| Q1 2019 | 12 | $1.64B | +$1.23B | -$1.3B | -$63.7M | EXP, BERY, MSFT, ZAYO, USFD | 13F-HR | 5/15/2019, 04:10 PM |
| Q4 2018 | 9 | $1.64B | +$306M | -$583M | -$278M | SHPG, MSFT, CRM, ADSK, WP | 13F-HR | 2/14/2019, 04:10 PM |
| Q3 2018 | 11 | $2.15B | +$524M | -$1.23B | -$708M | SHPG, MSFT, WP, CRM, BABA | 13F-HR | 11/14/2018, 04:10 PM |
| Q2 2018 | 14 | $2.72B | +$900M | -$1.39B | -$486M | META, SHPG, MSFT, CRM, WP | 13F-HR | 8/14/2018, 04:10 PM |
| Q1 2018 | 14 | $3B | +$1.09B | -$251M | +$835M | MSFT, TWX, META, WP, CRM | 13F-HR | 5/15/2018, 04:05 PM |
| Q4 2017 | 13 | $2.16B | +$929M | -$996M | -$67M | MSFT, TWX, LOW, ZAYO, META | 13F-HR | 2/14/2018, 04:06 PM |
| Q3 2017 | 13 | $2.11B | +$700M | -$945M | -$244M | MSFT, DVMT, GOOGL, CMCSA, CRM | 13F-HR | 11/14/2017, 04:07 PM |
| Q2 2017 | 11 | $2.18B | +$547M | -$1.65B | -$1.11B | ADSK, MSFT, GOOGL, DVMT, CRM | 13F-HR | 8/14/2017, 04:06 PM |
| Q1 2017 | 16 | $3.09B | +$655M | -$410M | +$246M | ADSK, CELG, DVMT, CRM, GOOGL | 13F-HR | 5/12/2017, 05:00 PM |
| Q4 2016 | 13 | $2.61B | +$1.08B | -$546M | +$530M | ADSK, SBAC, CHTR, GOOGL, CELG | 13F-HR | 2/14/2017, 07:52 AM |
| Q3 2016 | 10 | $2.03B | +$140M | -$658M | -$518M | ADSK, CHTR, CDK, FLT, GOOGL | 13F-HR | 11/14/2016, 04:31 PM |
| Q2 2016 | 11 | $2.26B | +$563M | -$988M | -$424M | ADSK, CDK, CHTR, SBAC, AGN | 13F-HR | 8/12/2016, 05:06 PM |
| Q1 2016 | 11 | $2.67B | +$462M | -$801M | -$339M | ADSK, CDK, AGN, CHTR, SBAC | 13F-HR | 5/16/2016, 07:49 AM |
| Q4 2015 | 11 | $3.16B | +$1.16B | -$312M | +$852M | ADSK, CDK, AGN, FIS, ZTS | 13F-HR | 2/16/2016, 09:21 AM |
| Q3 2015 | 11 | $2.22B | +$946M | -$38.5M | +$908M | CDK, AGN, FIS, ZTS, APD | 13F-HR | 11/16/2015, 11:50 AM |
| Q2 2015 | 6 | $1.49B | +$412M | -$517M | -$105M | CDK, AGN, ZTS, APD, PTC | 13F-HR | 8/14/2015, 10:26 AM |
| Q1 2015 | 8 | $1.51B | +$279M | -$233M | +$46.1M | CDK, B108PS, ZTS, APD, SLXP | 13F-HR | 5/15/2015, 10:15 AM |
| Q4 2014 | 7 | $1.34B | +$550M | -$216M | +$334M | CDK, B108PS, ZTS, MYL, APD | Restatement | 2/18/2015, 01:45 PM |
| Q3 2014 | 10 | $897M | +$303M | -$398M | -$95.2M | ZTS, APD, MYL, AGN, B108PS | 13F-HR | 11/14/2014, 10:20 AM |
| Q2 2014 | 13 | $979M | +$407M | -$126M | +$282M | ZTS, LNG, APD, MYL, AGN | 13F-HR | 8/14/2014, 04:51 PM |
| Q1 2014 | 1 | $65.7M | $0 | $0 | ZTS | New Holdings | 8/15/2014, 05:01 PM | |
| Q1 2014 | 13 | $640M | +$357M | -$175M | +$182M | LNG, SIG, APD, ZTS, MYL | 13F-HR | 5/15/2014, 02:45 PM |
| Q4 2013 | 9 | $453M | $0 | $0 | JAH, LNG, HELE, DG, CMCSA | 13F-HR | 2/14/2014, 11:24 AM |