Q1 2023 |
685 |
$3.1B |
+$1.11B |
-$273M |
+$837M |
MJUS, VALT, AG, CHKP, FTNT
|
13F-HR |
4/17/2023, 06:57 PM |
Q4 2022 |
513 |
$2.13B |
+$158M |
-$1.19B |
-$1.03B |
MJUS, VRSN, BAH, CSCO, LDOS
|
13F-HR |
3/23/2023, 09:07 AM |
Q3 2022 |
696 |
$3.12B |
+$691M |
-$916M |
-$224M |
VALT, MJUS, AG, ZS, FTNT
|
13F-HR |
11/14/2022, 09:25 AM |
Q2 2022 |
756 |
$3.43B |
+$389M |
-$600M |
-$211M |
VALT, AG, CRWD, TRQ, PANW
|
13F-HR |
8/15/2022, 11:37 AM |
Q1 2022 |
700 |
$4.97B |
+$1.13B |
-$1.1B |
+$32.9M |
VALT, AG, PAAS, NET, CRWD
|
13F-HR |
5/13/2022, 12:32 PM |
Q4 2021 |
697 |
$5.03B |
+$565M |
-$654M |
-$89.3M |
VALT, AG, PAAS, CSCO, MAG
|
13F-HR |
2/14/2022, 09:35 AM |
Q3 2021 |
673 |
$5.32B |
+$636M |
-$729M |
-$93.3M |
VALT, AG, AXP, MA, CSCO
|
13F-HR |
11/15/2021, 09:51 AM |
Q2 2021 |
646 |
$6.13B |
+$1.2B |
-$981M |
+$222M |
VALT, GRWG, TLRY, CGC, AG
|
13F-HR |
8/16/2021, 10:13 AM |
Q1 2021 |
668 |
$5.63B |
+$1.09B |
-$325M |
+$769M |
GWPH, APHA, TLRY, GRWG, CGC
|
13F-HR |
5/17/2021, 12:32 PM |
Q4 2020 |
615 |
$4.56B |
+$861M |
-$260M |
+$602M |
VALT, APHA, PAAS, HL, CGC
|
13F-HR |
2/16/2021, 09:10 AM |
Q3 2020 |
611 |
$3.15B |
+$370M |
-$169M |
+$201M |
VALT, PAAS, SQ, CSCO, PYPL
|
13F-HR |
11/16/2020, 10:22 AM |
Q2 2020 |
595 |
$2.82B |
+$455M |
-$283M |
+$172M |
VALT, GWPH, CSCO, CRON, PYPL
|
13F-HR |
8/14/2020, 09:43 AM |
Q1 2020 |
533 |
$2.16B |
+$101M |
-$252M |
-$152M |
VALT, NET, CSCO, CRON, AKAM
|
13F-HR |
5/14/2020, 09:10 AM |
Q4 2019 |
529 |
$2.84B |
+$369M |
-$353M |
+$15.6M |
VALT, CGC, CSCO, CRON, SPLK
|
13F-HR |
2/14/2020, 09:29 AM |
Q3 2019 |
522 |
$2.78B |
+$347M |
-$318M |
+$29.1M |
ACB, CGC, GWPH, CRON, CSCO
|
13F-HR |
11/14/2019, 09:10 AM |
Q2 2019 |
564 |
$3.14B |
+$1.36B |
-$266M |
+$1.09B |
GWPH, CRON, TLRY, ACB, CGC
|
13F-HR |
8/14/2019, 09:38 AM |
Q1 2019 |
553 |
$2.04B |
+$172M |
-$624M |
-$451M |
CSCO, CHKP, CYBR, PANW, SPLK
|
13F-HR |
5/7/2019, 02:14 PM |
Q4 2018 |
572 |
$2.12B |
+$474M |
-$639M |
-$165M |
CRON, CSCO, SPLK, PANW, CYBR
|
13F-HR |
2/1/2019, 09:35 AM |
Q3 2018 |
569 |
$2.65B |
+$829M |
-$53.6M |
+$775M |
CSCO, TENB, SAIL, SPLK, CYBR
|
13F-HR |
11/14/2018, 02:27 PM |
Q2 2018 |
510 |
$79.9M |
$0 |
$0 |
|
FCEA, NVDA, BYD, PINC, AMGN
|
13F-HR |
8/14/2018, 02:36 PM |
Q1 2018 |
543 |
$1.65B |
+$434M |
-$224M |
+$210M |
CVLT, SAIC, CHKP, PANW, CYBR
|
13F-HR |
5/15/2018, 12:52 PM |
Q4 2017 |
532 |
$1.38B |
+$260M |
-$128M |
+$132M |
AKAM, SPLK, PFPT, FTNT, FEYE
|
13F-HR |
2/14/2018, 02:40 PM |
Q3 2017 |
460 |
$1.18B |
+$153M |
-$189M |
-$36.2M |
SAIC, CSCO, CHKP, AKAM, FEYE
|
13F-HR |
11/14/2017, 08:41 AM |
Q2 2017 |
531 |
$1.18B |
+$1.16B |
-$2.86M |
+$1.16B |
PANW, AKAM, CUDA, CYBR, GIMO
|
13F-HR |
8/14/2017, 05:26 PM |
Q4 2016 |
70 |
$21.6M |
+$1.06M |
-$5.95M |
-$4.89M |
CDE, AG, EXK, GPL, AXU
|
13F-HR |
2/13/2017, 04:58 PM |
Q3 2016 |
71 |
$33.2M |
+$1.42M |
-$74M |
-$72.5M |
CDE, AG, EXK, GPL, AXU
|
13F-HR |
11/15/2016, 12:40 PM |
Q1 2016 |
476 |
$52.2M |
$0 |
$0 |
|
V, MA, PYPL, FI, VNTV
|
13F-HR |
5/15/2017, 04:48 PM |