Q3 2024 |
311 |
$3.6B |
+$128M |
-$79.4M |
+$48.7M |
META, AMZN, AAPL, GOOGL, MSFT
|
13F-HR |
10/18/2024, 04:15 PM |
Q2 2024 |
307 |
$3.36B |
+$286M |
-$120M |
+$166M |
META, AMZN, GOOGL, MSFT, AAPL
|
13F-HR |
8/6/2024, 10:08 AM |
Q1 2024 |
293 |
$3.28B |
+$343M |
-$103M |
+$240M |
META, AMZN, MSFT, GOOGL, V
|
13F-HR |
4/15/2024, 10:28 AM |
Q4 2023 |
270 |
$2.78B |
+$405M |
-$85.5M |
+$319M |
AAPL, V, FICO, GOOGL, META
|
13F-HR |
1/22/2024, 11:25 AM |
Q3 2023 |
225 |
$2.14B |
+$81.3M |
-$47.6M |
+$33.7M |
DVAX, V, AAPL, GOOGL, FICO
|
13F-HR |
10/25/2023, 04:07 PM |
Q2 2023 |
229 |
$2.22B |
+$145M |
-$147M |
-$2.25M |
AAPL, V, CSGP, DXCM, DVAX
|
13F-HR |
7/20/2023, 12:26 PM |
Q1 2023 |
228 |
$2.01B |
+$118M |
-$95.5M |
+$22.6M |
V, AAPL, FICO, PGR, LOW
|
13F-HR |
4/18/2023, 01:24 PM |
Q4 2022 |
227 |
$1.81B |
+$151M |
-$152M |
-$1.22M |
V, DXCM, FICO, CSGP, LOW
|
13F-HR |
1/20/2023, 01:10 PM |
Q3 2022 |
233 |
$1.73B |
+$107M |
-$46.5M |
+$60.3M |
AAPL, V, LOW, DVAX, CSGP
|
13F-HR |
10/14/2022, 02:14 PM |
Q2 2022 |
238 |
$1.81B |
+$229M |
-$185M |
+$44.2M |
DVAX, V, GOOGL, AAPL, LOW
|
13F-HR |
7/21/2022, 02:27 PM |
Q1 2022 |
252 |
$2.32B |
+$235M |
-$238M |
-$3.86M |
GOOGL, AAPL, V, DXCM, TGT
|
13F-HR |
4/21/2022, 03:34 PM |
Q4 2021 |
260 |
$2.69B |
+$79.6M |
-$99.1M |
-$19.5M |
AAPL, LOW, KRNT, GOOGL, ZD
|
13F-HR |
1/20/2022, 03:55 PM |
Q3 2021 |
263 |
$2.64B |
+$56M |
-$42.8M |
+$13.2M |
DVAX, ZD, KRNT, AAPL, DXCM
|
13F-HR |
10/28/2021, 10:39 AM |
Q2 2021 |
246 |
$2.56B |
+$102M |
-$73.8M |
+$27.9M |
ZD, TGT, AAPL, V, PYPL
|
13F-HR |
7/22/2021, 03:41 PM |
Q1 2021 |
240 |
$2.37B |
+$164M |
-$152M |
+$12M |
ZD, SIVB, AAPL, V, TGT
|
13F-HR |
4/13/2021, 08:50 AM |
Q4 2020 |
229 |
$2.24B |
+$101M |
-$82.7M |
+$18.5M |
AAPL, V, BL, KRNT, ZD
|
13F-HR |
1/25/2021, 03:32 PM |
Q3 2020 |
226 |
$1.95B |
+$126M |
-$71.9M |
+$53.6M |
AAPL, V, AMZN, LOW, DXCM
|
13F-HR |
10/13/2020, 12:29 PM |
Q2 2020 |
226 |
$1.73B |
+$141M |
-$57.5M |
+$83.1M |
DXCM, V, AAPL, AMZN, PYPL
|
13F-HR |
7/29/2020, 02:55 PM |
Q1 2020 |
194 |
$1.24B |
+$39.1M |
-$179M |
-$140M |
V, DXCM, ICE, PGR, AAPL
|
13F-HR |
4/21/2020, 12:08 PM |
Q4 2019 |
220 |
$1.64B |
+$102M |
-$84.2M |
+$17.4M |
V, ICE, AAPL, SCHW, ZTS
|
13F-HR |
1/14/2020, 04:03 PM |
Q3 2019 |
216 |
$1.49B |
+$93.9M |
-$150M |
-$56M |
V, ICE, PGR, ZTS, AAPL
|
13F-HR |
10/28/2019, 06:56 PM |
Q2 2019 |
225 |
$1.56B |
+$102M |
-$77.7M |
+$23.9M |
V, ICE, PGR, CSGP, EW
|
13F-HR |
7/11/2019, 09:47 AM |
Q1 2019 |
210 |
$1.47B |
+$156M |
-$104M |
+$51.8M |
V, ICE, PGR, CSGP, EW
|
13F-HR |
4/23/2019, 12:02 PM |
Q4 2018 |
203 |
$1.23B |
+$91.4M |
-$43M |
+$48.4M |
V, ICE, PGR, WDAY, EW
|
13F-HR |
2/11/2019, 01:13 PM |
Q3 2018 |
222 |
$1.45B |
+$143M |
-$87.4M |
+$56.1M |
V, AMZN, ICE, EVH, PGR
|
13F-HR |
11/2/2018, 02:28 PM |
Q2 2018 |
230 |
$1.24B |
+$411M |
-$4.16M |
+$407M |
V, ICE, AMZN, CSGP, PGR
|
13F-HR |
7/19/2018, 03:03 PM |
Q1 2018 |
154 |
$749M |
$0 |
$0 |
|
V, ICE, CRM, PGR, ABMD
|
13F-HR |
5/9/2018, 04:07 PM |