Q3 2024 |
421 |
$850M |
+$527M |
-$516M |
+$11M |
APP, CEG, BA, PLTR, CAVA
|
13F-HR |
11/13/2024, 04:49 PM |
Q2 2024 |
348 |
$820M |
+$450M |
-$827M |
-$377M |
CEG, ADI, ABNB, FSLR, VRT
|
13F-HR |
8/13/2024, 11:30 AM |
Q1 2024 |
389 |
$1.21B |
+$704M |
-$728M |
-$23.5M |
UNH, CSCO, PEP, MCD, AAPL
|
13F-HR |
5/2/2024, 03:00 PM |
Q4 2023 |
414 |
$1.16B |
+$752M |
-$784M |
-$32.8M |
PEP, AAPL, DE, TXN, BRKB
|
13F-HR |
2/14/2024, 02:45 PM |
Q3 2023 |
437 |
$1.14B |
+$861M |
-$399M |
+$462M |
AVGO, AAPL, NVDA, META, MSFT
|
13F-HR |
11/13/2023, 02:51 PM |
Q2 2023 |
323 |
$704M |
+$473M |
-$772M |
-$298M |
META, NVDA, BA, TSLA, BKNG
|
13F-HR |
8/11/2023, 04:52 PM |
Q1 2023 |
494 |
$998M |
+$728M |
-$362M |
+$366M |
ADBE, MA, V, MELI, UNH
|
13F-HR |
5/12/2023, 11:53 AM |
Q4 2022 |
445 |
$620M |
+$414M |
-$332M |
+$81.5M |
GOOG, MSFT, GS, MCD, MDT
|
13F-HR |
2/8/2023, 12:31 PM |
Q3 2022 |
390 |
$521M |
+$359M |
-$324M |
+$35.2M |
META, AMZN, MSFT, CVX, DIS
|
13F-HR |
11/14/2022, 10:49 AM |
Q2 2022 |
403 |
$503M |
+$398M |
-$419M |
-$21M |
BRKB, CVX, META, DIS, JPM
|
13F-HR |
8/11/2022, 02:44 PM |
Q1 2022 |
494 |
$555M |
+$471M |
-$163M |
+$308M |
TSLA, BABA, ADBE, INTU, HD
|
13F-HR |
5/12/2022, 11:38 AM |
Q4 2021 |
293 |
$258M |
+$143M |
-$298M |
-$155M |
AAPL, TSLA, BABA, AMD, NVDA
|
13F-HR |
2/11/2022, 02:26 PM |
Q3 2021 |
333 |
$396M |
+$265M |
-$407M |
-$142M |
NFLX, TSLA, BABA, AMD, CRM
|
13F-HR |
11/15/2021, 12:33 PM |
Q2 2021 |
845 |
$538M |
+$429M |
-$206M |
+$222M |
AAPL, AMD, MSFT, AMZN, NFLX
|
13F-HR |
8/16/2021, 05:23 PM |
Q1 2021 |
728 |
$305M |
+$183M |
-$552M |
-$369M |
BIDU, MSFT, PARA, BA, RH
|
13F-HR |
5/17/2021, 04:11 PM |
Q4 2020 |
890 |
$655M |
+$581M |
-$90.5M |
+$491M |
AMZN, BABA, MU, ZM, FDX
|
13F-HR |
2/12/2021, 04:20 PM |
Q3 2020 |
619 |
$153M |
+$81M |
-$226M |
-$145M |
META, AMZN, PG, IMMU, BRKB
|
13F-HR |
11/13/2020, 04:20 PM |
Q2 2020 |
851 |
$292M |
+$199M |
-$420M |
-$221M |
AAPL, BABA, AMZN, SHLL, LULU
|
13F-HR |
8/14/2020, 08:10 AM |
Q1 2020 |
989 |
$463M |
+$268M |
-$685M |
-$417M |
MSFT, XOM, AMZN, DIS, NFLX
|
13F-HR |
5/15/2020, 11:10 AM |
Q4 2019 |
883 |
$992M |
$0 |
$0 |
|
AMZN, META, DIS, BRKB, BA
|
13F-HR |
2/14/2020, 09:43 AM |