Q3 2024 |
76 |
$191M |
+$45.4M |
-$34.2M |
+$11.2M |
RACE, NVDA, AAPL, META, MSFT
|
13F-HR |
11/5/2024, 06:26 PM |
Q2 2024 |
76 |
$173M |
+$36.7M |
-$520M |
-$483M |
AAPL, NVDA, RACE, MSFT, ANET
|
13F-HR |
8/6/2024, 06:10 PM |
Q1 2024 |
73 |
$648M |
+$126M |
-$359M |
-$233M |
MSFT, ANET, GOOGL, NVDA, META
|
13F-HR |
5/13/2024, 04:31 PM |
Q4 2023 |
80 |
$795M |
+$168M |
-$64.3M |
+$104M |
MSFT, GOOGL, NVDA, EOG, RTX
|
13F-HR |
2/9/2024, 06:12 PM |
Q3 2023 |
82 |
$621M |
+$44.6M |
-$210M |
-$165M |
GOOGL, MSFT, EOG, AAPL, DXCM
|
13F-HR |
11/9/2023, 08:50 PM |
Q2 2023 |
91 |
$797M |
+$143M |
-$66.8M |
+$76.5M |
GOOGL, EOG, MSFT, AAPL, EL
|
13F-HR |
8/8/2023, 05:17 PM |
Q1 2023 |
93 |
$678M |
+$103M |
-$84.4M |
+$18.2M |
GOOGL, EOG, MSFT, AAPL, CF
|
13F-HR |
5/10/2023, 04:28 PM |
Q4 2022 |
98 |
$627M |
+$104M |
-$52.4M |
+$51.3M |
EL, EOG, BABA, MSFT, LNG
|
Restatement |
3/24/2023, 04:36 PM |
Q3 2022 |
132 |
$548M |
+$72.9M |
-$66.4M |
+$6.51M |
LNG, CF, AAPL, EOG, MSFT
|
13F-HR |
11/7/2022, 04:47 PM |
Q2 2022 |
134 |
$576M |
+$130M |
-$94.9M |
+$35.4M |
MSFT, AAPL, EOG, EL, LIN
|
13F-HR |
7/29/2022, 02:43 PM |
Q1 2022 |
134 |
$660M |
+$396M |
-$94.6M |
+$302M |
AAPL, MSFT, EOG, GOOGL, AMZN
|
13F-HR |
5/6/2022, 04:55 PM |
Q4 2021 |
65 |
$380M |
+$32M |
-$433M |
-$401M |
AAPL, MSFT, WFC, JPM, NVDA
|
13F-HR |
2/4/2022, 07:37 PM |
Q3 2021 |
107 |
$740M |
+$139M |
-$85.1M |
+$53.6M |
AAPL, MSFT, GOOGL, AMZN, EL
|
13F-HR |
11/4/2021, 08:17 AM |
Q2 2021 |
80 |
$697M |
+$94.2M |
-$43.9M |
+$50.3M |
IVV, AAPL, MSFT, GOOGL, AMZN
|
13F-HR |
8/12/2021, 04:37 PM |
Q1 2021 |
71 |
$596M |
+$78.1M |
-$28.8M |
+$49.4M |
AAPL, MSFT, AMCA, AMZN, GOOGL
|
13F-HR |
5/14/2021, 05:09 PM |
Q4 2020 |
65 |
$500M |
$0 |
$0 |
|
AAPL, MSFT, JPM, EL, GM
|
13F-HR |
2/16/2021, 04:14 PM |