Q4 2023 |
33 |
$758M |
+$16.4M |
-$23.4M |
-$6.95M |
MSFT, GOOGL, PANW, AMZN, CRM
|
13F-HR |
1/24/2024, 10:16 AM |
Q3 2023 |
30 |
$673M |
+$3.98M |
-$22.8M |
-$18.8M |
MSFT, GOOGL, PANW, AMZN, ADBE
|
13F-HR |
10/13/2023, 06:37 AM |
Q2 2023 |
32 |
$712M |
+$29.4M |
-$21.5M |
+$7.9M |
MSFT, GOOGL, PANW, AMZN, AAPL
|
13F-HR |
7/13/2023, 06:00 AM |
Q1 2023 |
33 |
$562M |
+$13M |
-$11.3M |
+$1.71M |
GOOGL, PANW, AAPL, MCHP, CRM
|
13F-HR |
5/2/2023, 01:36 PM |
Q4 2022 |
34 |
$521M |
+$21.8M |
-$11.8M |
+$10M |
MSFT, GOOGL, IBM, MA, MCHP
|
13F-HR |
1/24/2023, 07:10 AM |
Q3 2022 |
34 |
$501M |
+$70.9M |
-$20.7M |
+$50.3M |
MSFT, GOOGL, AMZN, AAPL, PANW
|
13F-HR |
10/20/2022, 12:35 PM |
Q2 2022 |
34 |
$549M |
+$40.7M |
-$36.8M |
+$3.92M |
MSFT, GOOGL, AMZN, AAPL, IBM
|
13F-HR |
7/15/2022, 08:54 AM |
Q1 2022 |
35 |
$723M |
+$35M |
-$65.1M |
-$30.1M |
MSFT, GOOGL, AMZN, AAPL, PANW
|
13F-HR |
4/21/2022, 07:50 AM |
Q4 2021 |
35 |
$833M |
+$43M |
-$62.1M |
-$19M |
MSFT, GOOGL, AMZN, AAPL, PANW
|
13F-HR |
1/27/2022, 08:57 AM |
Q3 2021 |
36 |
$807M |
+$22.4M |
-$35.5M |
-$13.1M |
MSFT, GOOGL, AAPL, AMZN, PANW
|
13F-HR |
11/3/2021, 09:37 AM |
Q2 2021 |
37 |
$814M |
+$14.4M |
-$43.2M |
-$28.9M |
MSFT, AMZN, GOOGL, AAPL, CRM
|
13F-HR |
7/20/2021, 12:36 PM |
Q1 2021 |
39 |
$747M |
+$22.7M |
-$35.5M |
-$12.8M |
MSFT, AMZN, GOOGL, AAPL, CRM
|
13F-HR |
4/29/2021, 06:55 AM |
Q4 2020 |
37 |
$753M |
+$12.6M |
-$47.9M |
-$35.2M |
MSFT, AMZN, AAPL, GOOGL, PANW
|
13F-HR |
2/4/2021, 08:31 AM |
Q3 2020 |
39 |
$702M |
+$101M |
-$521K |
+$101M |
MSFT, AMZN, AAPL, GOOGL, CRM
|
13F-HR |
10/30/2020, 06:09 AM |
Q2 2020 |
37 |
$588M |
+$126M |
$0 |
+$126M |
MSFT, AAPL, AMZN, GOOGL, CRM
|
13F-HR |
8/10/2020, 06:47 AM |
Q1 2020 |
34 |
$356M |
+$45.7M |
-$26M |
+$19.7M |
MSFT, AAPL, GOOGL, AMZN, IBM
|
13F-HR |
5/11/2020, 09:17 AM |
Q4 2019 |
34 |
$378M |
+$17.6M |
-$5.38M |
+$12.2M |
AAPL, MSFT, GOOGL, MCHP, IBM
|
13F-HR |
2/18/2020, 06:01 AM |
Q3 2019 |
24 |
$329M |
+$14.7M |
-$19.5M |
-$4.84M |
MSFT, AAPL, GOOGL, IBM, MCHP
|
13F-HR |
11/12/2019, 10:42 AM |
Q2 2019 |
24 |
$330M |
+$8.02M |
-$2.13M |
+$5.88M |
MSFT, AAPL, GOOGL, AMZN, IBM
|
13F-HR |
7/31/2019, 09:21 AM |
Q1 2019 |
23 |
$313M |
+$8.38M |
-$9.52M |
-$1.14M |
MSFT, AAPL, GOOGL, IBM, AMZN
|
13F-HR |
5/13/2019, 09:49 AM |
Q4 2018 |
23 |
$268M |
+$2.99M |
-$14.4M |
-$11.4M |
MSFT, AAPL, GOOGL, RHT, AMZN
|
13F-HR |
2/8/2019, 06:18 AM |
Q3 2018 |
24 |
$331M |
+$24.3M |
-$5.38M |
+$18.9M |
AAPL, MSFT, GOOGL, AMZN, IBM
|
13F-HR |
11/1/2018, 06:31 AM |
Q2 2018 |
23 |
$293M |
+$34.4M |
-$1.98M |
+$32.5M |
MSFT, AAPL, GOOGL, AMZN, ADBE
|
13F-HR |
8/8/2018, 12:00 PM |
Q1 2018 |
23 |
$233M |
+$15.6M |
-$2.24M |
+$13.4M |
AAPL, MSFT, GOOGL, AMZN, RHT
|
13F-HR |
8/8/2018, 12:06 PM |
Q4 2017 |
23 |
$209M |
+$11M |
-$7.61M |
+$3.35M |
AAPL, MSFT, GOOGL, AMZN, META
|
13F-HR |
8/8/2018, 12:12 PM |
Q3 2017 |
21 |
$186M |
+$4.46M |
-$4.97M |
-$516K |
AAPL, MSFT, GOOGL, META, AMZN
|
13F-HR |
8/8/2018, 12:17 PM |
Q2 2017 |
22 |
$174M |
+$7.2M |
$0 |
+$7.2M |
AAPL, MSFT, GOOGL, META, AMZN
|
13F-HR |
8/8/2018, 12:21 PM |
Q1 2017 |
21 |
$157M |
+$14.1M |
-$3.02M |
+$11.1M |
AAPL, MSFT, GOOGL, META, AMZN
|
13F-HR |
8/8/2018, 12:22 PM |
Q4 2016 |
18 |
$130M |
+$11.9M |
-$696K |
+$11.2M |
AAPL, MSFT, GOOGL, AMZN, META
|
13F-HR |
8/8/2018, 12:26 PM |
Q3 2016 |
18 |
$120M |
+$867K |
-$10.1M |
-$9.2M |
AAPL, MSFT, GOOGL, META, ADBE
|
13F-HR |
8/8/2018, 12:28 PM |
Q2 2016 |
18 |
$117M |
+$4.29M |
-$6.02M |
-$1.73M |
AAPL, MSFT, GOOGL, META, ADBE
|
13F-HR |
8/8/2018, 12:31 PM |
Q1 2016 |
18 |
$123M |
+$7.62M |
-$9.15M |
-$1.52M |
AAPL, MSFT, GOOGL, META, ADBE
|
13F-HR |
8/8/2018, 12:34 PM |
Q4 2015 |
19 |
$123M |
$0 |
$0 |
|
MSFT, AAPL, CSCO, META, CTXS
|
13F-HR |
8/8/2018, 12:36 PM |