| Q3 2023 |
43 |
$76M |
+$10.4M |
-$5.98M |
+$4.44M |
META, NVDA, MSFT, AAPL, FTNT
|
13F-HR |
10/17/2023, 10:20 AM |
| Q2 2023 |
44 |
$73.8M |
+$772K |
-$3.78M |
-$3.01M |
META, NVDA, MSFT, AAPL, FTNT
|
13F-HR |
7/14/2023, 08:53 AM |
| Q1 2023 |
42 |
$65.7M |
+$18.7M |
-$86.1M |
-$67.3M |
META, MSFT, SPY, NVDA, AAPL
|
13F-HR |
4/28/2023, 11:25 AM |
| Q4 2022 |
41 |
$124M |
+$32.8M |
-$34.8M |
-$2.01M |
SPY, MSFT, DE, AAPL, AME
|
13F-HR |
1/20/2023, 11:40 AM |
| Q3 2022 |
34 |
$130M |
+$48.1M |
-$42.7M |
+$5.36M |
TSLA, AAPL, MSFT, SNPS, XOM
|
13F-HR |
11/3/2022, 10:08 AM |
| Q2 2022 |
34 |
$149M |
+$18.7M |
-$5.84M |
+$12.9M |
MSFT, NVDA, TSLA, GOOGL, AAPL
|
13F-HR |
7/27/2022, 06:34 AM |
| Q1 2022 |
29 |
$185M |
+$36.8M |
-$51.1M |
-$14.3M |
NVDA, MSFT, TSLA, GOOGL, AMD
|
13F-HR |
5/9/2022, 10:10 AM |
| Q4 2021 |
40 |
$217M |
+$25.7M |
-$28.8M |
-$3.16M |
NVDA, MSFT, AMD, TSLA, GOOGL
|
13F-HR |
1/31/2022, 11:37 AM |
| Q3 2021 |
43 |
$200M |
+$30.3M |
-$18.8M |
+$11.5M |
MSFT, NVDA, AMZN, TSLA, AMD
|
13F-HR |
11/2/2021, 12:24 PM |
| Q2 2021 |
44 |
$201M |
+$12.1M |
-$6.6M |
+$5.54M |
MSFT, NVDA, AMZN, TSLA, AMD
|
13F-HR |
7/27/2021, 06:26 AM |
| Q1 2021 |
43 |
$173M |
+$16.7M |
-$7.72M |
+$9.01M |
MSFT, AMZN, NVDA, TSLA, OMCL
|
13F-HR |
5/7/2021, 11:51 AM |
| Q4 2020 |
44 |
$160M |
+$20.8M |
-$15M |
+$5.79M |
MSFT, AMZN, NVDA, AMD, NFLX
|
13F-HR |
2/10/2021, 11:54 AM |
| Q3 2020 |
41 |
$132M |
+$11.9M |
-$9.96M |
+$1.95M |
MSFT, AMZN, NVDA, NFLX, AAPL
|
13F-HR |
11/12/2020, 01:48 PM |
| Q2 2020 |
36 |
$123M |
+$27.8M |
-$12.6M |
+$15.3M |
MSFT, AMZN, NVDA, NFLX, ADBE
|
13F-HR |
8/3/2020, 01:05 PM |
| Q1 2020 |
35 |
$79.3M |
+$14M |
-$22.4M |
-$8.4M |
MSFT, AMZN, ISRG, NVDA, NOW
|
13F-HR |
5/8/2020, 09:55 AM |
| Q4 2019 |
32 |
$99.3M |
+$17.2M |
-$23.1M |
-$5.94M |
MSFT, AMZN, MA, AAPL, ISRG
|
13F-HR |
2/3/2020, 04:55 PM |
| Q3 2019 |
30 |
$95.6M |
+$12.4M |
-$12.3M |
+$131K |
AMZN, MSFT, ISRG, MA, HON
|
13F-HR |
11/12/2019, 07:18 AM |
| Q2 2019 |
28 |
$99.5M |
+$29.6M |
-$20.1M |
+$9.44M |
AMZN, ISRG, MSFT, PTC, MA
|
13F-HR |
8/7/2019, 07:14 AM |
| Q1 2019 |
26 |
$82.7M |
+$33.6M |
-$12M |
+$21.5M |
ISRG, NICE, HON, ROK, IRBT
|
13F-HR |
5/10/2019, 09:37 AM |
| Q4 2018 |
11 |
$49.7M |
+$2.18M |
-$54.3M |
-$52.2M |
ISRG, NICE, HON, ROK, PTC
|
13F-HR |
2/14/2019, 12:13 PM |
| Q3 2018 |
24 |
$122M |
+$28.8M |
-$16.7M |
+$12.1M |
NVDA, AMZN, ISRG, HON, ROK
|
13F-HR |
11/13/2018, 10:55 AM |
| Q2 2018 |
20 |
$98.6M |
+$11.1M |
-$136M |
-$125M |
NVDA, ISRG, AMZN, PTC, IRBT
|
13F-HR |
9/5/2018, 01:12 PM |
| Q1 2018 |
66 |
$218M |
+$69.1M |
-$89.8M |
-$20.8M |
HON, NVDA, ASH, UTX, ROK
|
13F-HR |
4/26/2018, 12:05 PM |
| Q4 2017 |
57 |
$209M |
$0 |
$0 |
|
HON, GDI, CAT, LLL, DE
|
13F-HR |
3/2/2018, 10:58 AM |