Q3 2024 |
21 |
$2.34B |
+$459M |
-$337M |
+$123M |
TKO, GE, TRU, VMC, AMAT
|
13F-HR |
11/14/2024, 09:46 AM |
Q2 2024 |
22 |
$2.09B |
+$496M |
-$421M |
+$75.2M |
TKO, PCOR, TRU, GE, GOOG
|
13F-HR |
8/12/2024, 08:56 AM |
Q1 2024 |
20 |
$2.01B |
+$429M |
-$164M |
+$265M |
GOOG, TKO, GE, WAB, ADBE
|
13F-HR |
5/15/2024, 10:30 AM |
Q4 2023 |
19 |
$1.51B |
+$354M |
-$209M |
+$144M |
EDR, GE, WAB, PCOR, CRM
|
13F-HR |
2/14/2024, 10:30 AM |
Q3 2023 |
21 |
$1.19B |
+$235M |
-$54.5M |
+$180M |
WAB, EDR, GE, VMC, PCOR
|
13F-HR |
11/14/2023, 10:05 AM |
Q2 2023 |
18 |
$1.04B |
+$267M |
-$160M |
+$107M |
WAB, EDR, AMAT, CRM, GE
|
13F-HR |
8/14/2023, 09:53 AM |
Q1 2023 |
17 |
$838M |
+$359M |
-$118M |
+$241M |
WAB, TDG, CRM, AMAT, CMCSA
|
13F-HR |
5/15/2023, 09:56 AM |
Q4 2022 |
12 |
$529M |
+$50.2M |
-$399M |
-$348M |
WAB, GOOG, TDG, CMCSA, PCOR
|
13F-HR |
2/14/2023, 09:54 AM |
Q3 2022 |
14 |
$857M |
+$153M |
-$261M |
-$108M |
WAB, ESTC, CMCSA, TMUS, TDG
|
13F-HR |
11/14/2022, 10:05 AM |
Q2 2022 |
16 |
$1.02B |
+$324M |
-$199M |
+$125M |
WAB, CMCSA, ESTC, TDG, CZR
|
13F-HR |
8/15/2022, 10:15 AM |
Q1 2022 |
18 |
$1.25B |
+$575M |
-$320M |
+$255M |
WAB, TDG, ESTC, BKNG, CZR
|
13F-HR |
5/16/2022, 09:22 AM |
Q4 2021 |
16 |
$1.09B |
$0 |
$0 |
|
WAB, TDG, BKNG, CZR, PCOR
|
13F-HR |
2/14/2022, 03:24 PM |
Q3 2021 |
0 |
|
|
|
|
|
13F-NT |
11/15/2021, 12:35 PM |
Q2 2021 |
0 |
|
|
|
|
|
13F-NT |
8/16/2021, 03:33 PM |
Q1 2021 |
0 |
|
|
|
|
|
13F-NT |
5/17/2021, 04:09 PM |
Q4 2020 |
0 |
|
|
|
|
|
13F-NT |
2/16/2021, 03:05 PM |