Q3 2024 |
342 |
$463M |
+$86.6M |
-$38.7M |
+$47.9M |
MSFT, NVDA, META, AMZN, GOOGL
|
Restatement |
11/20/2024, 05:14 PM |
Q2 2024 |
143 |
$412M |
+$67.8M |
-$44M |
+$23.8M |
NVDA, MSFT, AMZN, GOOGL, META
|
13F-HR |
8/14/2024, 03:17 PM |
Q1 2024 |
140 |
$392M |
+$42.1M |
-$36.3M |
+$5.84M |
MSFT, NVDA, META, AMZN, GOOGL
|
13F-HR |
5/15/2024, 03:00 PM |
Q4 2023 |
126 |
$340M |
+$18.9M |
-$33.1M |
-$14.2M |
MSFT, GOOGL, AMZN, META, AAPL
|
13F-HR |
2/15/2024, 02:37 PM |
Q3 2023 |
130 |
$316M |
+$20M |
-$25.7M |
-$5.62M |
MSFT, GOOGL, AMZN, AAPL, NVDA
|
13F-HR |
11/13/2023, 03:40 PM |
Q2 2023 |
137 |
$329M |
+$31.4M |
-$28.7M |
+$2.67M |
MSFT, AAPL, GOOGL, AMZN, NVDA
|
13F-HR |
8/14/2023, 03:18 PM |
Q1 2023 |
134 |
$296M |
+$29.8M |
-$30.9M |
-$1.09M |
MSFT, AAPL, GOOGL, ABBV, AMZN
|
13F-HR |
5/3/2023, 12:39 PM |
Q4 2022 |
131 |
$275M |
+$15.2M |
-$21.4M |
-$6.14M |
MSFT, UNH, ABBV, AAPL, GOOGL
|
13F-HR |
2/8/2023, 04:24 PM |
Q3 2022 |
129 |
$265M |
+$25.5M |
-$42.5M |
-$17M |
AMZN, MSFT, UNH, GOOGL, AAPL
|
13F-HR |
11/14/2022, 02:38 PM |
Q2 2022 |
133 |
$312M |
+$42.4M |
-$44.2M |
-$1.73M |
GOOGL, AMZN, MSFT, UNH, AAPL
|
13F-HR |
8/11/2022, 01:31 PM |
Q1 2022 |
162 |
$402M |
+$76.3M |
-$79.7M |
-$3.43M |
AMZN, GOOGL, MSFT, AAPL, UNH
|
13F-HR |
5/12/2022, 04:57 PM |
Q4 2021 |
167 |
$448M |
+$55.3M |
-$55.5M |
-$186K |
AMZN, MSFT, GOOGL, AAPL, META
|
13F-HR |
2/14/2022, 11:22 AM |
Q3 2021 |
157 |
$420M |
+$55.5M |
-$42.7M |
+$12.9M |
AMZN, PYPL, MSFT, GOOGL, META
|
13F-HR |
11/9/2021, 03:33 PM |
Q2 2021 |
156 |
$414M |
+$38.2M |
-$46.8M |
-$8.61M |
AMZN, PYPL, MSFT, GOOGL, META
|
13F-HR |
8/13/2021, 10:48 AM |
Q1 2021 |
150 |
$390M |
+$55.6M |
-$43.6M |
+$12M |
AMZN, PYPL, MSFT, GOOGL, MU
|
Restatement |
5/13/2021, 11:29 AM |
Q4 2020 |
135 |
$361M |
+$49.9M |
-$34.5M |
+$15.5M |
AMZN, PYPL, MSFT, META, GOOGL
|
13F-HR |
2/11/2021, 12:57 PM |
Q3 2020 |
128 |
$312M |
+$41.9M |
-$30.2M |
+$11.7M |
AMZN, PYPL, HD, MSFT, META
|
13F-HR |
11/9/2020, 11:20 AM |
Q2 2020 |
116 |
$281M |
+$36.1M |
-$23.7M |
+$12.5M |
AMZN, PYPL, MSFT, HD, GOOGL
|
13F-HR |
8/14/2020, 02:21 PM |
Q1 2020 |
101 |
$209M |
+$14.1M |
-$47.4M |
-$33.4M |
AMZN, MSFT, HD, PYPL, GOOGL
|
13F-HR |
5/1/2020, 02:13 PM |
Q4 2019 |
128 |
$292M |
+$36.6M |
-$34M |
+$2.57M |
AMZN, MSFT, HD, DIS, PYPL
|
13F-HR |
1/31/2020, 10:55 AM |
Q3 2019 |
122 |
$268M |
+$24.2M |
-$97.6M |
-$73.4M |
AMZN, HD, PYPL, MSFT, BA
|
13F-HR |
11/5/2019, 02:00 PM |
Q2 2019 |
131 |
$340M |
+$33.6M |
-$39.3M |
-$5.77M |
AMZN, HD, PYPL, MSFT, META
|
13F-HR |
8/1/2019, 09:38 AM |
Q1 2019 |
127 |
$334M |
+$34.7M |
-$25.4M |
+$9.29M |
AMZN, HD, PYPL, MSFT, BA
|
13F-HR |
5/2/2019, 03:04 PM |
Q4 2018 |
118 |
$282M |
+$18.5M |
-$55.6M |
-$37.1M |
AMZN, HD, PYPL, MSFT, GOOGL
|
13F-HR |
2/13/2019, 01:02 PM |
Q3 2018 |
134 |
$379M |
+$39.1M |
-$40.2M |
-$1.05M |
AMZN, HD, META, PYPL, MU
|
13F-HR |
11/1/2018, 04:03 PM |
Q2 2018 |
137 |
$365M |
+$20.3M |
-$31.6M |
-$11.3M |
AMZN, META, HD, MU, NXPI
|
13F-HR |
8/15/2018, 04:35 PM |
Q1 2018 |
143 |
$361M |
+$28.5M |
-$32.2M |
-$3.73M |
AMZN, MU, HD, META, NXPI
|
13F-HR |
5/2/2018, 10:56 AM |
Q4 2017 |
138 |
$359M |
+$27.5M |
-$27.9M |
-$478K |
AMZN, META, HD, NXPI, MU
|
13F-HR |
1/29/2018, 01:06 PM |
Q3 2017 |
128 |
$336M |
+$41.2M |
-$32.9M |
+$8.29M |
AMZN, META, NXPI, MU, HD
|
13F-HR |
10/31/2017, 04:16 PM |
Q2 2017 |
123 |
$307M |
+$34.6M |
-$36.3M |
-$1.67M |
AMZN, HD, META, NXPI, MU
|
13F-HR |
8/1/2017, 12:29 PM |
Q1 2017 |
134 |
$293M |
$0 |
$0 |
|
AMZN, HD, META, NXPI, MU
|
13F-HR |
5/4/2017, 01:44 PM |