Q4 2023 |
96 |
$1.12B |
+$30.3M |
-$1.15B |
-$1.12B |
NVDA, MSFT, AAPL, AMZN, META
|
13F-HR |
2/1/2024, 11:35 AM |
Q3 2023 |
118 |
$2.04B |
+$321M |
-$2.25B |
-$1.93B |
AAPL, MSFT, NVDA, AMZN, GOOG
|
13F-HR |
10/25/2023, 10:13 AM |
Q2 2023 |
117 |
$4.13B |
+$601M |
-$2.31B |
-$1.71B |
AAPL, MSFT, NVDA, GOOGL, GOOG
|
13F-HR |
7/6/2023, 11:32 AM |
Q1 2023 |
116 |
$5.57B |
+$868M |
-$1.5B |
-$628M |
GOOGL, AAPL, NFLX, META, MA
|
13F-HR |
4/20/2023, 09:23 AM |
Q4 2022 |
134 |
$5.87B |
+$1.62B |
-$1.72B |
-$99.6M |
GOOGL, AAPL, META, PG, KO
|
13F-HR |
1/12/2023, 11:11 AM |
Q3 2022 |
140 |
$5.55B |
+$1.1B |
-$1.33B |
-$225M |
MMC, SYK, RMD, WM, NDAQ
|
13F-HR |
11/4/2022, 10:28 AM |
Q2 2022 |
123 |
$6.11B |
+$1.56B |
-$2.09B |
-$524M |
CHKP, SYY, AZO, MDLZ, IQV
|
13F-HR |
7/11/2022, 11:40 AM |
Q1 2022 |
128 |
$7.68B |
+$2.3B |
-$3.35B |
-$1.05B |
WFC, SBNY, PNC, EWBC, ZION
|
13F-HR |
4/28/2022, 11:57 AM |
Q4 2021 |
130 |
$9.39B |
+$2.76B |
-$1.83B |
+$930M |
ACN, AAPL, YUM, PG, AWK
|
13F-HR |
1/31/2022, 11:00 AM |
Q3 2021 |
126 |
$7.89B |
+$850M |
-$764M |
+$86M |
MPWR, EXPE, SIVB, CRM, DAL
|
13F-HR |
10/15/2021, 10:43 AM |
Q2 2021 |
125 |
$7.94B |
+$2.14B |
-$1.22B |
+$916M |
NVDA, NKE, META, DBX, MSCI
|
13F-HR |
7/22/2021, 09:32 AM |
Q1 2021 |
129 |
$6.73B |
+$1.07B |
-$1B |
+$62.7M |
KSU, AMAT, DBX, ATO, LII
|
13F-HR |
4/22/2021, 11:30 AM |
Q4 2020 |
114 |
$6.48B |
+$1.43B |
-$1.18B |
+$250M |
ESTC, ZG, ONEM, AMAT, PDD
|
13F-HR |
1/14/2021, 12:07 PM |
Q3 2020 |
117 |
$5.45B |
+$149M |
-$226M |
-$77M |
LVGO, NAV, SQ, CRM, TNDM
|
13F-HR |
11/5/2020, 10:08 AM |
Q2 2020 |
117 |
$5.11B |
+$1.3B |
-$921M |
+$377M |
BABA, TNDM, SPOT, EA, SNAP
|
13F-HR |
7/28/2020, 07:54 AM |
Q1 2020 |
107 |
$3.77B |
+$1.06B |
-$1B |
+$58.8M |
JKHY, MSCI, TEAM, DXCM, DG
|
13F-HR |
4/28/2020, 11:14 AM |
Q4 2019 |
102 |
$4.45B |
+$775M |
-$208M |
+$567M |
DXCM, THO, BHC, HUM, VFC
|
13F-HR |
2/5/2020, 10:49 AM |
Q3 2019 |
108 |
$3.59B |
+$551M |
-$998M |
-$448M |
THO, APH, OGS, DG, ALLE
|
13F-HR |
10/25/2019, 01:33 PM |
Q2 2019 |
106 |
$4.09B |
+$530M |
-$459M |
+$71.4M |
DATA, GRUB, RGEN, DXCM, MPWR
|
13F-HR |
8/1/2019, 09:18 AM |
Q1 2019 |
111 |
$3.83B |
+$593M |
-$675M |
-$81.4M |
MELI, ATHM, TNDM, OAK, CDNS
|
13F-HR |
4/24/2019, 10:57 AM |
Q4 2018 |
106 |
$3.34B |
+$900M |
-$753M |
+$147M |
TNDM, WDAY, TDC, DATA, RMD
|
13F-HR |
1/31/2019, 10:39 AM |
Q3 2018 |
117 |
$3.6B |
+$290M |
-$433M |
-$143M |
EW, IQV, SWKS, EOG, NGVT
|
13F-HR |
10/30/2018, 12:13 PM |
Q2 2018 |
120 |
$3.56B |
+$937M |
-$899M |
+$37.3M |
CHD, AWK, MRC, EOG, NAV
|
13F-HR |
7/30/2018, 11:55 AM |
Q1 2018 |
117 |
$3.35B |
+$61.1M |
-$79.4M |
-$18.3M |
NOW, BR, BURL, EW, MSCI
|
13F-HR |
5/8/2018, 11:48 AM |
Q4 2017 |
108 |
$3.33B |
+$758M |
-$981M |
-$223M |
BURL, NOW, NAV, MMP, KORS
|
13F-HR |
2/12/2018, 12:31 PM |
Q3 2017 |
99 |
$3.34B |
+$905M |
-$931M |
-$25.4M |
NAV, CNC, MELI, LOPE, BURL
|
13F-HR |
11/6/2017, 12:28 PM |
Q2 2017 |
97 |
$3.17B |
+$1.01B |
-$910M |
+$97.9M |
BABA, BCR, MELI, NTES, DGX
|
13F-HR |
7/17/2017, 11:17 AM |
Q1 2017 |
111 |
$3.03B |
+$124M |
-$77.6M |
+$46.4M |
IDXX, CGNX, LOPE, NTES, WOOF
|
13F-HR |
5/5/2017, 09:41 AM |
Q4 2016 |
109 |
$2.79B |
+$658M |
-$620M |
+$38.6M |
NVDA, NBR, YNDX, CTAS, DPS
|
13F-HR |
2/10/2017, 12:05 PM |
Q3 2016 |
100 |
$2.72B |
+$649M |
-$433M |
+$216M |
NVDA, SABR, MPWR, AOS, EA
|
13F-HR |
11/14/2016, 10:41 AM |
Q2 2016 |
93 |
$2.4B |
+$417M |
-$170M |
+$247M |
AOS, BR, KMB, NTES, CTAS
|
13F-HR |
8/8/2016, 10:34 AM |
Q1 2016 |
92 |
$2.05B |
+$837M |
-$333M |
+$504M |
PPG, NVDA, CTAS, SNPS, BR
|
13F-HR |
5/12/2016, 09:45 AM |
Q4 2015 |
81 |
$1.51B |
+$948M |
-$166M |
+$782M |
KR, ALXN, KMB, IDXX, IPGP
|
13F-HR |
2/4/2016, 07:34 AM |
Q3 2015 |
84 |
$688M |
+$196M |
-$64.9M |
+$131M |
JBLU, IDXX, STZ, COST, ULTI
|
13F-HR |
10/13/2015, 08:45 AM |
Q2 2015 |
91 |
$576M |
+$114M |
-$62.1M |
+$52.1M |
ATHM, CTAS, JBLU, ALXN, BIDU
|
13F-HR |
8/12/2015, 11:04 AM |
Q1 2015 |
82 |
$528M |
+$190M |
-$143M |
+$46.6M |
EA, NTES, CNC, AOS, BR
|
13F-HR |
5/12/2015, 10:37 AM |
Q4 2014 |
74 |
$460M |
$0 |
$0 |
|
SWKS, EA, CNC, PPG, NOW
|
13F-HR |
2/12/2015, 06:41 AM |