Q3 2020 |
7 |
$13.4M |
+$1.66M |
-$5.06M |
-$3.4M |
TIF, PLUG, APD, APD, KCAC
|
13F-HR |
11/16/2020, 12:13 PM |
Q2 2020 |
4 |
$15.8M |
+$12.6M |
$0 |
+$12.6M |
TIF, PLUG, FCEL, APD
|
13F-HR |
8/11/2020, 11:01 AM |
Q1 2020 |
3 |
$2M |
$0 |
$0 |
|
APD, FCEL, PLUG
|
13F-HR |
5/15/2020, 09:16 AM |
Q4 2019 |
9 |
$35.7M |
+$33M |
-$42.8M |
-$9.76M |
AGN, WBA, HPQ, S, TSU
|
13F-HR |
2/13/2020, 11:45 AM |
Q3 2019 |
7 |
$44.5M |
+$864K |
-$99.5M |
-$98.6M |
CELG, TSU, ATVI, AVYAQ, ZS
|
13F-HR |
11/12/2019, 10:58 AM |
Q2 2019 |
12 |
$141M |
+$120M |
-$42.1M |
+$77.9M |
APC, CELG, TSU, ATVI, AVGO
|
13F-HR |
8/12/2019, 09:39 AM |
Q1 2019 |
16 |
$56.4M |
+$41.8M |
-$24.2M |
+$17.6M |
CELG, INTC, IGT, ATVI, TTWO
|
13F-HR |
5/7/2019, 10:34 AM |
Q4 2018 |
15 |
$42.8M |
+$37.1M |
-$88.9M |
-$51.8M |
ORBK, GOOGL, MSFT, AMZN, PYPL
|
13F-HR |
2/6/2019, 04:44 PM |
Q3 2018 |
10 |
$96.1M |
+$58.8M |
-$335M |
-$276M |
SHPG, ATUS, FOXA, MSFT, MU
|
13F-HR |
10/31/2018, 04:23 PM |
Q2 2018 |
17 |
$353M |
+$260M |
-$49M |
+$211M |
NXPI, FOXA, TWX, AET, QCOM
|
13F-HR |
8/3/2018, 04:05 PM |
Q1 2018 |
14 |
$148M |
+$74.6M |
-$89.3M |
-$14.7M |
QCOM, MON, TWX, AKAM, MSFT
|
13F-HR |
5/11/2018, 12:07 PM |
Q4 2017 |
10 |
$163M |
+$129M |
-$7.51M |
+$121M |
NXPI, MON, QCOM, TWX, PYPL
|
13F-HR |
2/12/2018, 10:28 AM |
Q3 2017 |
4 |
$36.8M |
+$17.3M |
-$18.2M |
-$891K |
MON, NXPI, HYG
|
13F-HR |
11/9/2017, 11:58 AM |
Q2 2017 |
5 |
$43.5M |
+$122K |
-$73.2M |
-$73M |
MON, NXPI, RAD, HAIN, OILNF
|
13F-HR |
8/11/2017, 10:06 AM |
Q1 2017 |
9 |
$115M |
+$62.5M |
-$40.2M |
+$22.3M |
SYT, MON, NXPI, HYG, RAD
|
13F-HR |
5/15/2017, 09:57 AM |
Q4 2016 |
6 |
$109M |
$0 |
$0 |
|
SYT, RAD, DOW, RAI, DOW
|
13F-HR |
2/14/2017, 10:33 AM |