Q3 2024 |
74 |
$935M |
+$198M |
-$185M |
+$12.8M |
NVDA, MSFT, MELI, AMZN, VRT
|
13F-HR |
11/13/2024, 06:04 AM |
Q2 2024 |
75 |
$863M |
+$276M |
-$261M |
+$15.6M |
NVDA, MSFT, AMZN, VRT, MELI
|
13F-HR |
8/13/2024, 10:46 AM |
Q1 2024 |
79 |
$892M |
+$319M |
-$228M |
+$91.7M |
NVDA, SWAV, MSFT, VRT, INSP
|
13F-HR |
5/14/2024, 06:05 AM |
Q4 2023 |
69 |
$703M |
+$170M |
-$241M |
-$70.9M |
AMD, MELI, MSFT, META, INSP
|
13F-HR |
2/13/2024, 06:01 AM |
Q3 2023 |
69 |
$702M |
+$232M |
-$262M |
-$30.2M |
INSP, MSFT, SWAV, MELI, PI
|
13F-HR |
11/13/2023, 07:21 AM |
Q2 2023 |
70 |
$796M |
+$272M |
-$167M |
+$104M |
INSP, NVDA, SWAV, MSFT, PI
|
13F-HR |
8/11/2023, 11:03 AM |
Q1 2023 |
69 |
$642M |
+$207M |
-$212M |
-$5.13M |
PI, INSP, FWONK, SWAV, ENPH
|
13F-HR |
5/12/2023, 12:41 PM |
Q4 2022 |
57 |
$655M |
+$124M |
-$387M |
-$263M |
CALX, PI, CLFD, INSP, ENPH
|
13F-HR |
2/13/2023, 12:31 PM |
Q3 2022 |
61 |
$884M |
+$306M |
-$244M |
+$62.3M |
CALX, FWONK, CLFD, SWAV, ENPH
|
13F-HR |
11/14/2022, 06:07 AM |
Q2 2022 |
55 |
$766M |
+$221M |
-$276M |
-$55.6M |
SWAV, SGEN, FWONK, AMZN, PANW
|
13F-HR |
8/12/2022, 12:31 PM |
Q1 2022 |
58 |
$1.05B |
+$385M |
-$475M |
-$90.1M |
PANW, SWAV, AMZN, INSP, MSFT
|
13F-HR |
5/13/2022, 08:47 AM |
Q4 2021 |
74 |
$1.22B |
+$331M |
-$506M |
-$175M |
MSFT, GOOG, CALX, J, OLPX
|
13F-HR |
2/11/2022, 08:58 AM |
Q3 2021 |
97 |
$1.4B |
+$450M |
-$246M |
+$204M |
UPST, GOOG, AMZN, MSFT, INSP
|
13F-HR |
11/12/2021, 08:05 AM |
Q2 2021 |
83 |
$1.21B |
+$426M |
-$256M |
+$170M |
ZLAB, AVID, ROKU, AMZN, GOOG
|
13F-HR |
8/12/2021, 10:28 AM |
Q1 2021 |
78 |
$943M |
+$207M |
-$355M |
-$148M |
ZLAB, Z, INSP, MSFT, KMX
|
13F-HR |
5/14/2021, 10:30 AM |
Q4 2020 |
85 |
$1.07B |
+$341M |
-$361M |
-$20.3M |
ZLAB, Z, INSP, RNG, AMZN
|
13F-HR |
2/16/2021, 06:24 AM |
Q3 2020 |
88 |
$944M |
+$256M |
-$131M |
+$126M |
AMZN, INSP, ZM, Z, MSFT
|
13F-HR |
11/13/2020, 02:23 PM |
Q2 2020 |
78 |
$706M |
+$206M |
-$135M |
+$71M |
AMZN, RNG, MSFT, ZLAB, INSP
|
13F-HR |
8/13/2020, 11:18 AM |
Q1 2020 |
71 |
$464M |
+$171M |
-$150M |
+$21.3M |
AMZN, MSFT, RNG, EHTH, ZLAB
|
13F-HR |
5/14/2020, 04:07 PM |
Q4 2019 |
69 |
$471M |
+$145M |
-$90.5M |
+$54.2M |
INSP, AMZN, MSFT, NFLX, BATRK
|
13F-HR |
2/14/2020, 04:02 PM |
Q3 2019 |
61 |
$382M |
+$83.8M |
-$132M |
-$47.9M |
NFLX, INSP, AMZN, BATRK, MLM
|
13F-HR |
11/14/2019, 04:00 PM |
Q2 2019 |
69 |
$449M |
+$164M |
-$96.5M |
+$67.3M |
OKTA, EXAS, SRPT, ARNA, KMX
|
13F-HR |
8/12/2019, 03:42 PM |
Q1 2019 |
58 |
$350M |
+$131M |
-$62.8M |
+$68.4M |
EXAS, ANET, OKTA, NFLX, SRPT
|
13F-HR |
5/13/2019, 04:41 PM |
Q4 2018 |
48 |
$233M |
+$31.1M |
-$159M |
-$127M |
DXCM, BATRK, EXAS, MSFT, ISRG
|
13F-HR |
2/14/2019, 04:02 PM |
Q3 2018 |
72 |
$414M |
+$116M |
-$94.7M |
+$21.2M |
DXCM, SRPT, BATRK, NFLX, TDOC
|
13F-HR |
11/14/2018, 04:00 PM |
Q2 2018 |
66 |
$346M |
+$138M |
-$82.6M |
+$55.9M |
NFLX, WW, BATRK, AMZN, SRPT
|
13F-HR |
8/14/2018, 04:01 PM |
Q1 2018 |
61 |
$252M |
+$85.6M |
-$80.9M |
+$4.74M |
MSFT, BATRK, NFLX, META, RNG
|
13F-HR |
5/15/2018, 04:03 PM |
Q4 2017 |
56 |
$234M |
+$54.8M |
-$80.3M |
-$25.4M |
BATRK, GS, MLM, ALGN, META
|
13F-HR |
2/14/2018, 04:01 PM |
Q3 2017 |
67 |
$236M |
+$66.9M |
-$65.7M |
+$1.27M |
ALGN, BATRK, NFLX, META, ADSK
|
13F-HR |
11/14/2017, 04:02 PM |
Q2 2017 |
64 |
$224M |
+$89.2M |
-$69.6M |
+$19.7M |
BATRK, ADSK, ALGN, ISRG, META
|
13F-HR |
8/14/2017, 06:20 AM |
Q1 2017 |
57 |
$190M |
+$74.9M |
-$70.2M |
+$4.71M |
BATRK, ADSK, META, NVRO, MLM
|
13F-HR |
5/15/2017, 04:01 PM |
Q4 2016 |
53 |
$167M |
+$66.5M |
-$101M |
-$34.6M |
ADSK, BATRK, MLM, UNH, MSFT
|
13F-HR |
2/14/2017, 04:00 PM |
Q3 2016 |
60 |
$201M |
+$82.8M |
-$85.8M |
-$3M |
GRA, NVRO, GIMO, ISRG, ADSK
|
13F-HR |
11/14/2016, 04:06 PM |
Q2 2016 |
52 |
$185M |
+$97.7M |
-$70M |
+$27.7M |
SIX, MLM, GRA, DOOR, RPTP
|
13F-HR |
8/15/2016, 12:06 PM |
Q1 2016 |
38 |
$155M |
+$86M |
-$108M |
-$21.7M |
META, MLM, NFLX, MSFT, SIX
|
13F-HR |
5/16/2016, 12:39 PM |
Q4 2015 |
51 |
$180M |
+$109M |
-$111M |
-$2.45M |
GOOG, MSFT, META, MCD, MLM
|
13F-HR |
2/16/2016, 01:03 PM |
Q3 2015 |
49 |
$179M |
+$72.7M |
-$88.1M |
-$15.4M |
MLM, ADPTQ, GOOG, CLVSQ, META
|
13F-HR |
11/16/2015, 01:37 PM |
Q2 2015 |
58 |
$208M |
+$101M |
-$50.1M |
+$50.8M |
NFLX, RCPT, ADPTQ, MLM, META
|
13F-HR |
8/14/2015, 02:10 PM |
Q1 2015 |
57 |
$146M |
+$64.8M |
-$56M |
+$8.78M |
B108PS, DOOR, RCPT, META, AAP
|
13F-HR |
5/15/2015, 02:08 PM |
Q4 2014 |
63 |
$129M |
+$40.5M |
-$47.2M |
-$6.68M |
META, RCPT, B108PS, AAP, DOOR
|
13F-HR |
2/17/2015, 12:32 PM |
Q3 2014 |
62 |
$124M |
+$53.5M |
-$45.5M |
+$7.96M |
META, B108PS, MYCC, DOOR, ABBV
|
13F-HR |
11/14/2014, 10:21 AM |
Q2 2014 |
57 |
$114M |
+$64.6M |
-$54.4M |
+$10.2M |
MYCC, ITMN, ACAD, ABBV, SHPG
|
13F-HR |
8/14/2014, 03:31 PM |
Q1 2014 |
50 |
$106M |
+$37.8M |
-$44.1M |
-$6.31M |
EHTH, GOOGL, DOOR, EXP, ICPT
|
13F-HR |
5/15/2014, 11:15 AM |
Q4 2013 |
57 |
$104M |
$0 |
$0 |
|
DOOR, TW, GOOGL, ACAD, EHTH
|
13F-HR |
2/14/2014, 10:09 AM |