| Q2 2024 |
49 |
$1.06B |
+$311M |
-$510M |
-$199M |
CYTK, CPRI, ACI, X, ANSS
|
13F-HR |
8/14/2024, 11:20 AM |
| Q1 2024 |
45 |
$1.34B |
+$474M |
-$444M |
+$30.1M |
PXD, ACI, CPRI, X, CYTK
|
13F-HR |
5/15/2024, 12:03 PM |
| Q4 2023 |
36 |
$1.24B |
+$614M |
-$849M |
-$236M |
PXD, SPLK, HES, CPRI, X
|
13F-HR |
2/14/2024, 03:09 PM |
| Q3 2023 |
35 |
$1.4B |
+$412M |
-$134M |
+$279M |
ATVI, VMW, HZNP, SGEN, CPRI
|
13F-HR |
11/14/2023, 08:19 AM |
| Q2 2023 |
32 |
$1.09B |
+$315M |
-$447M |
-$133M |
VMW, ATVI, HZNP, SGEN, TSEM
|
13F-HR |
8/14/2023, 08:25 AM |
| Q1 2023 |
32 |
$1.12B |
+$548M |
-$643M |
-$94.7M |
HZNP, VMW, ATVI, NVDA, SIMO
|
13F-HR |
5/15/2023, 09:08 AM |
| Q4 2022 |
38 |
$1.13B |
+$546M |
-$614M |
-$68.2M |
ATVI, HZNP, TGNA, WSC, SJI
|
13F-HR |
2/14/2023, 12:15 PM |
| Q3 2022 |
62 |
$1.19B |
+$599M |
-$397M |
+$201M |
ATVI, TWTR, TGNA, WSC, SWCH
|
13F-HR |
11/14/2022, 09:56 AM |
| Q2 2022 |
61 |
$985M |
+$463M |
-$743M |
-$281M |
TWTR, WBT, WSC, ATVI, CCMP
|
13F-HR |
8/15/2022, 10:24 AM |
| Q1 2022 |
66 |
$1.4B |
+$682M |
-$1.01B |
-$328M |
COHR, EPAM, WTW, HTZ, AMZN
|
13F-HR |
5/16/2022, 12:04 PM |
| Q4 2021 |
81 |
$1.77B |
+$505M |
-$810M |
-$305M |
XLNX, WTW, HTZ, NUAN, AJRD
|
13F-HR |
2/14/2022, 03:25 PM |
| Q3 2021 |
93 |
$1.97B |
+$563M |
-$789M |
-$226M |
WTW, INFO, NUAN, XLNX, AJRD
|
13F-HR |
11/15/2021, 04:19 PM |
| Q2 2021 |
107 |
$2.23B |
+$986M |
-$764M |
+$222M |
WTW, WORK, ALXN, NUAN, MXIM
|
13F-HR |
8/16/2021, 04:44 PM |
| Q1 2021 |
144 |
$1.9B |
+$1.04B |
-$521M |
+$519M |
ALXN, WORK, IPHI, AVYAQ, RP
|
Restatement |
6/21/2021, 09:40 AM |
| Q4 2020 |
107 |
$1.32B |
+$664M |
-$355M |
+$308M |
ACIA, TIF, WORK, ALXN, AVYAQ
|
13F-HR |
2/16/2021, 04:38 PM |
| Q3 2020 |
62 |
$890M |
+$384M |
-$220M |
+$164M |
ACIA, IMMU, TIF, WMGI, AVYAQ
|
13F-HR |
11/16/2020, 01:46 PM |
| Q2 2020 |
43 |
$713M |
+$242M |
-$566M |
-$324M |
LOGM, ACIA, TIF, WMGI, ETFC
|
13F-HR |
8/14/2020, 10:37 AM |
| Q1 2020 |
37 |
$990M |
+$404M |
-$449M |
-$44.8M |
AGN, CY, TIF, MLNX, LOGM
|
13F-HR |
5/15/2020, 01:41 PM |
| Q4 2019 |
36 |
$1.14B |
+$477M |
-$468M |
+$9.16M |
AGN, NXPI, CY, ZAYO, IAC
|
Restatement |
2/14/2020, 02:49 PM |
| Q3 2019 |
26 |
$1.07B |
+$327M |
-$507M |
-$180M |
CELG, NXPI, AGN, CY, ZAYO
|
13F-HR |
11/14/2019, 12:40 PM |
| Q2 2019 |
25 |
$1.24B |
+$670M |
-$271M |
+$399M |
CELG, RHT, NXPI, APC, WBC
|
13F-HR |
8/14/2019, 08:14 AM |
| Q1 2019 |
26 |
$837M |
+$484M |
-$382M |
+$102M |
CELG, NXPI, RHT, ULTI, CTRA
|
13F-HR |
5/15/2019, 12:17 PM |
| Q4 2018 |
18 |
$703M |
+$416M |
-$640M |
-$224M |
NXPI, FOXA, QIWI, CTRA, RHT
|
13F-HR |
2/14/2019, 04:04 PM |
| Q3 2018 |
21 |
$971M |
+$260M |
-$395M |
-$135M |
NXPI, T, COL, AET, EVHC
|
13F-HR |
11/14/2018, 09:10 AM |
| Q2 2018 |
25 |
$1.15B |
+$656M |
-$275M |
+$381M |
NXPI, T, XL, AET, DVMT
|
13F-HR |
8/14/2018, 08:53 AM |
| Q1 2018 |
14 |
$790M |
+$327M |
-$116M |
+$211M |
NXPI, MON, TWX, QIWI, QCOM
|
13F-HR |
5/11/2018, 04:29 PM |
| Q4 2017 |
14 |
$582M |
$0 |
$0 |
|
TWX, NXPI, MON, QIWI, QCOM
|
Restatement |
3/1/2018, 08:56 AM |