Q3 2024 |
47 |
$931M |
+$16.9M |
-$36.8M |
-$19.8M |
MSFT, AMZN, GOOG, ADI, SPGI
|
13F-HR |
11/14/2024, 12:03 PM |
Q2 2024 |
46 |
$913M |
+$30.5M |
-$36.5M |
-$5.94M |
MSFT, GOOG, AMZN, ADI, SPGI
|
13F-HR |
8/14/2024, 09:04 AM |
Q1 2024 |
45 |
$912M |
+$41.7M |
-$13.1M |
+$28.6M |
MSFT, AMZN, GOOG, BRKB, TMO
|
13F-HR |
5/15/2024, 09:09 AM |
Q4 2023 |
44 |
$834M |
+$6.57M |
-$45.2M |
-$38.6M |
MSFT, GOOG, SPGI, ADI, TMO
|
13F-HR |
2/14/2024, 10:07 AM |
Q3 2023 |
44 |
$779M |
+$23.1M |
-$15.4M |
+$7.71M |
MSFT, GOOG, ADI, TMO, BRKB
|
13F-HR |
11/14/2023, 10:44 AM |
Q2 2023 |
43 |
$824M |
+$12.7M |
-$41.1M |
-$28.4M |
MSFT, GOOG, ADI, SPGI, CSGP
|
13F-HR |
8/14/2023, 12:14 PM |
Q1 2023 |
44 |
$793M |
+$30.4M |
-$63.6M |
-$33.1M |
MSFT, TMO, ADI, GOOG, V
|
13F-HR |
5/15/2023, 11:34 AM |
Q4 2022 |
49 |
$772M |
+$19.4M |
-$35M |
-$15.6M |
MSFT, TMO, V, BRKB, ADI
|
13F-HR |
2/14/2023, 10:35 AM |
Q3 2022 |
51 |
$745M |
+$53.9M |
-$41.9M |
+$12M |
MSFT, BRKB, TMO, GOOG, CSGP
|
13F-HR |
11/14/2022, 12:13 PM |
Q2 2022 |
55 |
$815M |
+$47.8M |
-$21.6M |
+$26.3M |
MSFT, GOOG, BRKB, TMO, DLTR
|
13F-HR |
8/15/2022, 12:03 PM |
Q1 2022 |
54 |
$927M |
+$82M |
-$44.5M |
+$37.5M |
MSFT, GOOG, BRKB, DLTR, TMO
|
13F-HR |
5/16/2022, 11:59 AM |
Q4 2021 |
55 |
$975M |
+$24.6M |
-$57.5M |
-$32.9M |
MSFT, LBRDK, GOOG, TMO, BRKB
|
13F-HR |
2/14/2022, 02:12 PM |
Q3 2021 |
54 |
$942M |
+$20.6M |
-$11.3M |
+$9.23M |
MSFT, GOOG, LBRDK, TMO, SPGI
|
13F-HR |
11/15/2021, 12:26 PM |
Q2 2021 |
55 |
$913M |
+$38.6M |
-$65.6M |
-$26.9M |
MSFT, LBRDK, GOOG, META, BRKB
|
13F-HR |
8/16/2021, 11:10 AM |
Q1 2021 |
62 |
$859M |
+$35.7M |
-$12.1M |
+$23.6M |
MSFT, LBRDK, GOOG, BRKB, SPGI
|
13F-HR |
4/29/2021, 10:53 AM |
Q4 2020 |
60 |
$801M |
+$631K |
-$82.8M |
-$82.1M |
MSFT, LBRDK, BRKB, GOOG, SPGI
|
13F-HR |
2/2/2021, 12:18 PM |
Q3 2020 |
70 |
$798M |
+$24.9M |
-$43.2M |
-$18.3M |
MSFT, LBRDK, SPGI, BRKB, LOW
|
13F-HR |
11/2/2020, 06:49 PM |
Q2 2020 |
59 |
$756M |
+$12.3M |
-$42M |
-$29.7M |
MSFT, LBRDK, SPGI, JPM, BRKB
|
13F-HR |
8/5/2020, 12:08 PM |
Q1 2020 |
59 |
$640M |
+$111M |
-$97.8M |
+$12.9M |
MSFT, LBRDK, JPM, BRKB, SPGI
|
13F-HR |
4/28/2020, 07:53 PM |
Q4 2019 |
62 |
$717M |
$0 |
$0 |
|
MSFT, JPM, LBRDK, BRKB, AAPL
|
New Holdings |
1/23/2020, 11:46 AM |
Q4 2019 |
76 |
$762M |
+$59.6M |
-$30.6M |
+$29M |
MSFT, JPM, LBRDK, BRKB, AAPL
|
13F-HR |
1/22/2020, 01:21 PM |
Q3 2019 |
59 |
$681M |
+$85.6M |
-$24.8M |
+$60.8M |
MSFT, JPM, LBRDK, BRKB, AAPL
|
13F-HR |
10/24/2019, 10:32 AM |
Q2 2019 |
60 |
$612M |
+$49.6M |
-$18.5M |
+$31.1M |
MSFT, JPM, LBRDK, BRKB, SPGI
|
13F-HR |
7/26/2019, 08:38 AM |
Q1 2019 |
60 |
$530M |
+$45.1M |
-$42.3M |
+$2.8M |
MSFT, BRKB, JPM, LBRDK, GOOG
|
13F-HR |
5/8/2019, 10:25 AM |
Q4 2018 |
58 |
$490M |
+$54.1M |
-$15.4M |
+$38.7M |
MSFT, JPM, BRKB, LBRDK, GOOG
|
13F-HR |
1/30/2019, 10:19 AM |
Q3 2018 |
61 |
$490M |
+$41M |
-$34.5M |
+$6.47M |
MSFT, JPM, BRKB, LBRDK, AAPL
|
13F-HR |
10/29/2018, 11:22 AM |
Q2 2018 |
70 |
$447M |
+$57M |
-$31.5M |
+$25.5M |
MSFT, JPM, BRKB, LBRDK, AAPL
|
13F-HR |
7/26/2018, 10:38 AM |
Q1 2018 |
82 |
$416M |
+$110M |
-$17.4M |
+$92.7M |
MSFT, JPM, BRKB, LBRDK, AAPL
|
13F-HR |
5/11/2018, 11:03 AM |
Q4 2017 |
83 |
$321M |
$0 |
$0 |
|
JPM, BRKB, MSFT, LBRDK, AAPL
|
13F-HR |
2/14/2018, 12:59 PM |