Q3 2024 |
292 |
$710M |
+$90.9M |
-$84M |
+$6.91M |
MSFT, GAMB, CCJ, LIN, GOOGL
|
13F-HR |
10/21/2024, 09:49 PM |
Q2 2024 |
273 |
$694M |
+$71.3M |
-$68M |
+$3.37M |
MSFT, PODD, CCJ, GAMB, LIN
|
13F-HR |
7/18/2024, 03:17 PM |
Q1 2024 |
250 |
$711M |
+$83.2M |
-$50.2M |
+$33M |
MSFT, CXM, PODD, GAMB, HCP
|
13F-HR |
4/17/2024, 10:06 AM |
Q4 2023 |
236 |
$652M |
+$156M |
-$137M |
+$18.3M |
MSFT, GAMB, CXM, CCJ, INSP
|
13F-HR |
2/2/2024, 02:02 PM |
Q3 2023 |
232 |
$586M |
+$42.2M |
-$54.8M |
-$12.6M |
GAMB, MSFT, CCJ, HCP, ESTC
|
13F-HR |
10/16/2023, 04:43 PM |
Q2 2023 |
235 |
$605M |
+$35M |
-$42.1M |
-$7.08M |
SDGR, MSFT, GTLB, MDB, GAMB
|
13F-HR |
8/8/2023, 01:08 PM |
Q1 2023 |
224 |
$561M |
+$105M |
-$95.9M |
+$8.97M |
GAMB, MSFT, LIN, CRWD, GTLB
|
13F-HR |
4/17/2023, 08:19 PM |
Q4 2022 |
219 |
$525M |
+$65.9M |
-$95.8M |
-$29.9M |
MSFT, LIN, RTX, OKTA, CCJ
|
13F-HR |
1/19/2023, 04:19 PM |
Q3 2022 |
230 |
$527M |
+$119M |
-$127M |
-$8.13M |
PINS, FROG, HOOD, MSFT, S
|
13F-HR |
10/18/2022, 03:49 PM |
Q2 2022 |
267 |
$562M |
+$90.4M |
-$106M |
-$15.8M |
MSFT, PINS, GTLB, HOOD, LIN
|
13F-HR |
8/8/2022, 04:07 PM |
Q1 2022 |
270 |
$722M |
+$253M |
-$316M |
-$63M |
SNAP, HOOD, MSFT, FIVN, PINS
|
13F-HR |
4/21/2022, 11:10 AM |
Q4 2021 |
258 |
$850M |
+$272M |
-$236M |
+$36.1M |
GOOGL, MSFT, ADBE, META, INTU
|
13F-HR |
1/25/2022, 03:12 PM |
Q3 2021 |
253 |
$769M |
+$164M |
-$93.5M |
+$70.8M |
NVDA, GOOGL, PYPL, FTNT, ADBE
|
13F-HR |
11/3/2021, 01:40 PM |
Q2 2021 |
246 |
$703M |
+$50.9M |
-$17.1M |
+$33.7M |
NVDA, PYPL, ADBE, IDXX, GOOGL
|
13F-HR |
7/28/2021, 02:00 PM |
Q1 2021 |
240 |
$606M |
+$153M |
-$129M |
+$23.5M |
PYPL, NVDA, ADBE, GOOGL, IDXX
|
13F-HR |
5/4/2021, 09:08 PM |
Q4 2020 |
238 |
$564M |
+$95.5M |
-$46.3M |
+$49.2M |
NVDA, PYPL, ADBE, IDXX, META
|
13F-HR |
2/9/2021, 12:09 PM |
Q3 2020 |
228 |
$453M |
+$74M |
-$66.9M |
+$7.06M |
NVDA, ADBE, PYPL, VEEV, META
|
13F-HR |
10/20/2020, 02:17 PM |
Q2 2020 |
234 |
$416M |
+$67.9M |
-$49.8M |
+$18.1M |
ADBE, NVDA, PYPL, VEEV, META
|
13F-HR |
7/20/2020, 08:35 AM |
Q1 2020 |
238 |
$329M |
+$105M |
-$142M |
-$36.5M |
ADBE, NVDA, TIF, LHX, ANSS
|
13F-HR |
5/11/2020, 09:36 PM |
Q4 2019 |
266 |
$424M |
+$23.6M |
-$30.8M |
-$7.19M |
TIF, LHX, ADBE, RTN, ANSS
|
13F-HR |
2/4/2020, 05:09 PM |
Q3 2019 |
265 |
$405M |
+$17.1M |
-$26.2M |
-$9.01M |
LHX, GOOGL, NVR, RTN, ADBE
|
13F-HR |
11/8/2019, 05:07 PM |
Q2 2019 |
273 |
$417M |
+$15.3M |
-$18.7M |
-$3.45M |
ADBE, META, IDXX, NEWR, DHR
|
13F-HR |
8/1/2019, 11:54 AM |
Q1 2019 |
258 |
$412M |
+$27.4M |
-$24M |
+$3.41M |
NEWR, TIF, ANET, GOOGL, RTN
|
13F-HR |
5/10/2019, 12:37 PM |
Q4 2018 |
249 |
$360M |
+$209M |
-$232M |
-$23.2M |
NEWR, ADBE, RTN, TIF, ADSK
|
13F-HR |
2/7/2019, 10:29 AM |
Q3 2018 |
219 |
$407M |
+$36.6M |
-$87.3M |
-$50.7M |
QLYS, TIF, HDP, CW, ADAP
|
13F-HR |
10/30/2018, 12:38 PM |
Q2 2018 |
263 |
$445M |
+$33M |
-$28.7M |
+$4.3M |
QLYS, TIF, NBIX, HDP, PFPT
|
13F-HR |
8/9/2018, 10:13 AM |
Q1 2018 |
262 |
$439M |
+$71.3M |
-$84.7M |
-$13.4M |
QLYS, HDP, CW, PFPT, TIF
|
13F-HR |
5/1/2018, 01:05 PM |
Q4 2017 |
269 |
$463M |
+$128M |
-$51.6M |
+$75.9M |
ACAD, QLYS, PYPL, CW, PANW
|
13F-HR |
2/9/2018, 04:48 PM |
Q3 2017 |
204 |
$375M |
+$49.2M |
-$57.8M |
-$8.57M |
QLYS, PANW, BMRN, FMC, PYPL
|
13F-HR |
11/13/2017, 11:43 AM |
Q2 2017 |
199 |
$369M |
+$67.6M |
-$77.4M |
-$9.84M |
PANW, MDU, INGR, DIS, TIF
|
13F-HR |
8/7/2017, 02:46 PM |
Q1 2017 |
220 |
$369M |
+$186M |
-$149M |
+$37M |
PANW, MDU, INGR, DIS, TIF
|
13F-HR |
5/12/2017, 03:17 PM |
Q4 2016 |
271 |
$323M |
+$118M |
-$45.5M |
+$72.4M |
MON, DIS, TIF, T, VZ
|
13F-HR |
2/6/2017, 03:29 PM |
Q3 2016 |
246 |
$244M |
+$64.3M |
-$83M |
-$18.7M |
MON, ABBV, GILD, DIS, TIF
|
13F-HR |
10/28/2016, 12:47 PM |
Q2 2016 |
259 |
$256M |
+$76.9M |
-$356M |
-$279M |
CXW, GEO, MDU, CNA, SBRA
|
13F-HR |
8/3/2016, 05:54 PM |
Q1 2016 |
292 |
$532M |
+$297M |
-$343M |
-$46.7M |
JNK, HYG, SHY, ETP, HUN
|
13F-HR |
5/9/2016, 10:01 AM |
Q4 2015 |
355 |
$584M |
+$135M |
-$68.6M |
+$66.6M |
MYL, RHT, SPY, PEGA, IDTI
|
13F-HR |
1/26/2016, 01:42 PM |
Q3 2015 |
320 |
$490M |
+$218M |
-$231M |
-$12.3M |
MEI, PEGA, RHT, SWKS, AMCX
|
13F-HR |
11/3/2015, 03:54 PM |
Q2 2015 |
296 |
$544M |
+$31.3M |
-$25.2M |
+$6.16M |
IPGP, CTRP, FTNT, AZZ, JOBS
|
13F-HR |
7/28/2015, 02:36 PM |
Q1 2015 |
305 |
$545M |
+$92.4M |
-$91.5M |
+$842K |
IPGP, AKAM, ICE, JOBS, AZZ
|
13F-HR |
5/7/2015, 05:35 PM |
Q4 2014 |
309 |
$525M |
+$66.7M |
-$61.8M |
+$4.92M |
IPGP, AZZ, SPY, ICE, FFIV
|
13F-HR |
1/30/2015, 03:44 PM |
Q3 2014 |
283 |
$511M |
+$12.3M |
-$15.3M |
-$3.03M |
IPGP, AZZ, AKAM, FFIV, ICE
|
13F-HR |
11/14/2014, 11:11 AM |
Q2 2014 |
290 |
$545M |
+$40.7M |
-$85.4M |
-$44.7M |
IPGP, CTRP, AZZ, IHS, HUBG
|
13F-HR |
7/2/2014, 02:51 PM |
Q1 2014 |
311 |
$572M |
+$225M |
-$109M |
+$116M |
IPGP, AZZ, CYBX, AKAM, ICE
|
13F-HR |
4/10/2014, 06:03 PM |
Q4 2013 |
215 |
$458M |
$0 |
$0 |
|
IPGP, ALGN, AZZ, CYBX, ICE
|
13F-HR |
3/27/2014, 03:29 PM |