Q3 2024 |
113 |
$710M |
+$13.8M |
-$7.73M |
+$6.11M |
NVDA, AMD, AAPL, BIL, USFR
|
13F-HR |
10/10/2024, 10:23 AM |
Q2 2024 |
113 |
$697M |
+$56M |
-$21.4M |
+$34.6M |
NVDA, AMD, LRCX, QCOM, AMAT
|
13F-HR |
7/23/2024, 09:58 PM |
Q1 2024 |
116 |
$685M |
+$56.7M |
-$42.5M |
+$14.2M |
AMD, NVDA, LRCX, AMAT, QCOM
|
13F-HR |
4/26/2024, 01:44 PM |
Q4 2023 |
115 |
$599M |
+$15M |
-$10.9M |
+$4.16M |
AMD, LRCX, NVDA, AMAT, AAPL
|
13F-HR |
1/12/2024, 01:21 PM |
Q3 2023 |
116 |
$519M |
+$23.2M |
-$9.42M |
+$13.7M |
AMD, NVDA, LRCX, AMAT, BIL
|
13F-HR |
10/12/2023, 08:57 AM |
Q2 2023 |
120 |
$537M |
+$12.3M |
-$14.8M |
-$2.43M |
AMD, LRCX, AAPL, AMAT, NVDA
|
13F-HR |
7/18/2023, 04:11 PM |
Q1 2023 |
116 |
$503M |
+$11M |
-$16.3M |
-$5.28M |
AMD, QCOM, LRCX, AAPL, AMAT
|
13F-HR |
4/20/2023, 09:10 AM |
Q4 2022 |
115 |
$462M |
+$18.1M |
-$28.4M |
-$10.3M |
AMD, TMO, QCOM, LRCX, AMAT
|
13F-HR |
1/10/2023, 02:53 PM |
Q3 2022 |
113 |
$439M |
+$12.4M |
-$4.21M |
+$8.16M |
QCOM, AMD, TMO, AAPL, IQV
|
13F-HR |
10/13/2022, 03:05 PM |
Q2 2022 |
118 |
$464M |
+$17.1M |
-$7.61M |
+$9.5M |
AMD, QCOM, IQV, TMO, AAPL
|
13F-HR |
7/15/2022, 12:23 PM |
Q1 2022 |
127 |
$545M |
+$66.8M |
-$72.5M |
-$5.72M |
AMD, QCOM, AAPL, AMAT, IQV
|
Restatement |
4/25/2022, 02:10 PM |
Q4 2021 |
121 |
$607M |
+$32.1M |
-$17.4M |
+$14.7M |
XLNX, QCOM, LRCX, IQV, AMAT
|
13F-HR |
1/13/2022, 10:55 AM |
Q3 2021 |
118 |
$532M |
+$24M |
-$5.27M |
+$18.8M |
XLNX, QCOM, IQV, LRCX, AMAT
|
13F-HR |
10/19/2021, 09:30 AM |
Q2 2021 |
116 |
$527M |
+$19.7M |
-$11.2M |
+$8.52M |
XLNX, LRCX, QCOM, AMAT, IQV
|
13F-HR |
7/16/2021, 12:48 PM |
Q1 2021 |
109 |
$474M |
+$61.5M |
-$12.3M |
+$49.2M |
LRCX, QCOM, XLNX, AMAT, XBI
|
13F-HR |
4/20/2021, 01:40 PM |
Q4 2020 |
96 |
$404M |
+$18.4M |
-$13.5M |
+$4.83M |
QCOM, XLNX, AAPL, LRCX, XBI
|
13F-HR |
1/13/2021, 04:16 PM |
Q3 2020 |
95 |
$336M |
+$32.1M |
-$651K |
+$31.5M |
QCOM, XLNX, AAPL, TMO, IQV
|
13F-HR |
10/19/2020, 09:49 AM |
Q2 2020 |
86 |
$288M |
+$2.74M |
-$12.6M |
-$9.84M |
XLNX, QCOM, AAPL, LRCX, XBI
|
13F-HR |
7/14/2020, 09:09 AM |
Q1 2020 |
82 |
$240M |
+$12.9M |
-$53.7M |
-$40.8M |
XLNX, QCOM, AAPL, CBOE, SYK
|
13F-HR |
4/2/2020, 02:33 PM |
Q4 2019 |
91 |
$337M |
+$16.6M |
-$13.3M |
+$3.35M |
XLNX, QCOM, IQV, CBOE, AAPL
|
13F-HR |
1/7/2020, 03:40 PM |
Q3 2019 |
98 |
$305M |
+$20.7M |
-$32.2M |
-$11.5M |
XLNX, IQV, CBOE, QCOM, SYK
|
13F-HR |
10/25/2019, 02:38 PM |
Q2 2019 |
93 |
$316M |
+$7.38M |
-$5.99M |
+$1.39M |
XLNX, IQV, SYK, QCOM, CBOE
|
13F-HR |
7/25/2019, 12:54 PM |
Q1 2019 |
92 |
$305M |
+$15.8M |
-$13.6M |
+$2.19M |
XLNX, SYK, IQV, CME, CBOE
|
13F-HR |
4/23/2019, 02:49 PM |
Q4 2018 |
85 |
$264M |
+$9.53M |
-$8.89M |
+$635K |
XLNX, CME, CBOE, FLOT, SYK
|
13F-HR |
1/28/2019, 12:18 PM |
Q3 2018 |
88 |
$303M |
$0 |
$0 |
|
XLNX, AAPL, QCOM, SYK, FLOT
|
13F-HR |
11/7/2018, 11:41 AM |