Q1 2023 |
19 |
$184M |
+$67.6M |
-$288M |
-$220M |
TSLA, FND, MSFT, AMZN, META
|
13F-HR |
5/12/2023, 04:33 PM |
Q4 2022 |
19 |
$341M |
+$26.7M |
-$112M |
-$85.7M |
AMZN, TSLA, MSFT, BRKB, ELV
|
13F-HR |
2/14/2023, 09:24 AM |
Q3 2022 |
18 |
$481M |
+$181M |
-$107M |
+$74.6M |
AMZN, TSLA, MSFT, BRKB, FND
|
13F-HR |
11/14/2022, 11:35 AM |
Q2 2022 |
15 |
$504M |
+$128M |
-$259M |
-$131M |
AMZN, BRKB, TSLA, MSFT, GOOGL
|
13F-HR |
8/15/2022, 09:13 AM |
Q1 2022 |
18 |
$904M |
+$290M |
-$1.43B |
-$1.14B |
AMZN, TSLA, BRKB, GOOGL, MSFT
|
13F-HR |
5/16/2022, 09:30 AM |
Q4 2021 |
52 |
$2.14B |
+$494M |
-$1.04B |
-$545M |
AMZN, META, TSLA, CRM, ALGN
|
13F-HR |
2/14/2022, 01:38 PM |
Q3 2021 |
61 |
$2.86B |
+$508M |
-$527M |
-$19.3M |
AMZN, HUBS, ALGN, SNAP, SQ
|
13F-HR |
11/15/2021, 09:18 AM |
Q2 2021 |
64 |
$2.96B |
+$579M |
-$701M |
-$121M |
AMZN, SQ, SNAP, ALGN, PTON
|
13F-HR |
8/16/2021, 01:30 PM |
Q1 2021 |
60 |
$2.81B |
+$647M |
-$958M |
-$312M |
AMZN, SQ, ALGN, PTON, MSFT
|
13F-HR |
5/17/2021, 09:44 AM |
Q4 2020 |
58 |
$3.16B |
+$672M |
-$877M |
-$205M |
AMZN, PTON, SQ, NFLX, MELI
|
13F-HR |
2/16/2021, 09:38 AM |
Q3 2020 |
43 |
$2.71B |
+$551M |
-$336M |
+$215M |
AMZN, TSLA, PTON, NFLX, META
|
13F-HR |
11/16/2020, 11:45 AM |
Q2 2020 |
41 |
$2.14B |
+$775M |
-$301M |
+$475M |
AMZN, NFLX, META, TSLA, COUP
|
13F-HR |
8/14/2020, 11:14 AM |
Q1 2020 |
35 |
$1.22B |
+$400M |
-$1.4B |
-$997M |
AMZN, NFLX, GOOGL, META, BABA
|
13F-HR |
5/15/2020, 10:01 AM |
Q4 2019 |
46 |
$2.32B |
+$975M |
-$637M |
+$338M |
BRKB, GOOGL, AMZN, META, BABA
|
13F-HR |
2/14/2020, 11:07 AM |
Q3 2019 |
42 |
$1.8B |
+$303M |
-$1.23B |
-$924M |
CMG, QSR, COUP, FI, SHW
|
13F-HR |
11/14/2019, 09:29 AM |
Q2 2019 |
54 |
$2.77B |
+$1.22B |
-$1.18B |
+$35.4M |
HLT, AMZN, COUP, PLAN, CHTR
|
13F-HR |
8/14/2019, 09:09 AM |
Q1 2019 |
47 |
$2.53B |
+$2.24B |
-$1.97B |
+$270M |
FI, MSFT, BABA, CMG, NKE
|
13F-HR |
5/15/2019, 09:16 AM |
Q4 2018 |
19 |
$2.2B |
+$1.97B |
-$2.23B |
-$256M |
SPY, ILMN, IAC, NOW, MA
|
13F-HR |
2/14/2019, 12:26 PM |
Q3 2018 |
53 |
$2.58B |
+$1.37B |
-$658M |
+$710M |
NOW, ILMN, ULTA, WDAY, SQ
|
13F-HR |
11/14/2018, 10:24 AM |
Q2 2018 |
37 |
$1.63B |
+$845M |
-$1.03B |
-$184M |
ILMN, TIF, AMZN, META, MSFT
|
13F-HR |
8/14/2018, 09:21 AM |
Q1 2018 |
33 |
$1.66B |
+$884M |
-$2.06B |
-$1.18B |
WDAY, V, NFLX, ILMN, VEEV
|
13F-HR |
5/15/2018, 11:51 AM |
Q4 2017 |
44 |
$2.67B |
+$1.33B |
-$1.18B |
+$146M |
AMZN, SHW, FDX, META, WYNN
|
13F-HR |
2/14/2018, 10:12 AM |
Q3 2017 |
39 |
$2.34B |
+$804M |
-$1.02B |
-$212M |
META, Q, FWONK, JPM, MHK
|
13F-HR |
11/14/2017, 08:50 AM |
Q2 2017 |
34 |
$2.43B |
+$1.01B |
-$1.33B |
-$322M |
COR, MHK, META, JPM, Q
|
13F-HR |
8/14/2017, 08:54 AM |
Q1 2017 |
40 |
$2.62B |
+$919M |
-$1.11B |
-$194M |
COR, MHK, AMZN, SHW, ALGN
|
13F-HR |
5/15/2017, 11:56 AM |
Q4 2016 |
35 |
$2.56B |
+$954M |
-$1.03B |
-$71.5M |
COR, AMZN, SHW, GOOGL, MHK
|
13F-HR |
2/14/2017, 07:11 AM |
Q3 2016 |
27 |
$2.79B |
+$813M |
-$1.17B |
-$354M |
COR, AMZN, META, SHW, GOOGL
|
13F-HR |
11/14/2016, 07:44 AM |
Q2 2016 |
29 |
$3.05B |
+$1.05B |
-$1.5B |
-$449M |
COR, AMZN, SHW, CMCSA, TAP
|
13F-HR |
8/15/2016, 06:57 AM |
Q1 2016 |
27 |
$3.48B |
+$1.37B |
-$1.04B |
+$334M |
COR, AMZN, SHW, TAP, FLT
|
13F-HR |
5/16/2016, 08:39 AM |
Q4 2015 |
31 |
$3.19B |
+$1.84B |
-$520M |
+$1.32B |
MSFT, COR, PYPL, TAP, AGN
|
13F-HR |
2/16/2016, 07:26 AM |
Q3 2015 |
22 |
$1.8B |
+$1.04B |
-$1.4B |
-$361M |
PYPL, EVHC, LVLT, KHC, PNRA
|
13F-HR |
11/16/2015, 07:10 AM |
Q2 2015 |
27 |
$2.26B |
+$1.32B |
-$882M |
+$441M |
KRFT, TWC, IHS, PCP, AMZN
|
13F-HR |
8/14/2015, 07:24 AM |
Q1 2015 |
30 |
$1.74B |
+$1.04B |
-$379M |
+$658M |
AMZN, IHS, IMS, VRX, MJN
|
13F-HR |
5/15/2015, 06:55 AM |
Q4 2014 |
28 |
$1.01B |
$0 |
$0 |
|
IMS, VRX, EQIX, LVLT, ST
|
13F-HR |
2/17/2015, 07:12 AM |