Q3 2024 |
18 |
$510M |
+$89M |
-$159M |
-$70.2M |
CVS, IGT, SYF, GO, CI
|
13F-HR |
11/14/2024, 04:33 PM |
Q2 2024 |
22 |
$614M |
+$153M |
-$117M |
+$35.6M |
HUM, BIOX, SYF, IGT, ZUO
|
13F-HR |
8/14/2024, 04:39 PM |
Q1 2024 |
20 |
$604M |
+$33.6M |
-$144M |
-$111M |
CI, BIOX, HUM, SYF, FNF
|
13F-HR |
5/15/2024, 04:22 PM |
Q4 2023 |
21 |
$704M |
+$139M |
-$175M |
-$36.4M |
CI, BIOX, ALIT, BASE, AMZN
|
13F-HR |
2/14/2024, 04:30 PM |
Q3 2023 |
25 |
$664M |
+$97.7M |
-$18.5M |
+$79.2M |
UBER, CI, BIOX, BASE, ALIT
|
13F-HR |
11/14/2023, 04:35 PM |
Q2 2023 |
23 |
$628M |
+$147M |
-$82.1M |
+$65M |
BIOX, CI, UBER, ALIT, AMZN
|
13F-HR |
8/14/2023, 04:29 PM |
Q1 2023 |
22 |
$489M |
+$52.3M |
-$45.6M |
+$6.68M |
BIOX, UBER, AMZN, ALIT, PRG
|
13F-HR |
5/15/2023, 04:41 PM |
Q4 2022 |
27 |
$447M |
+$54.7M |
-$186M |
-$131M |
BIOX, CI, ALIT, UBER, AMZN
|
13F-HR |
2/14/2023, 05:08 PM |
Q3 2022 |
28 |
$556M |
+$46.9M |
-$61.4M |
-$14.6M |
CHNG, CI, BIOX, AMZN, UBER
|
13F-HR |
11/14/2022, 04:38 PM |
Q2 2022 |
32 |
$543M |
+$211M |
-$31M |
+$180M |
BIOX, CI, CHNG, AMZN, UBER
|
13F-HR |
8/15/2022, 05:23 PM |
Q1 2022 |
22 |
$463M |
+$67.4M |
-$61.8M |
+$5.61M |
CI, CHNG, UHS, UBER, AMZN
|
13F-HR |
5/16/2022, 04:46 PM |
Q4 2021 |
19 |
$465M |
+$71.3M |
-$118M |
-$46.6M |
UHS, CI, CHNG, UBER, PRG
|
13F-HR |
2/14/2022, 05:04 PM |
Q3 2021 |
21 |
$497M |
+$176M |
-$59.6M |
+$117M |
CI, UHS, FMX, HLF, PRG
|
13F-HR |
11/15/2021, 04:20 PM |
Q2 2021 |
16 |
$407M |
+$70.4M |
-$62.9M |
+$7.43M |
FMX, CI, UHS, HLF, PCG
|
13F-HR |
8/16/2021, 04:28 PM |
Q1 2021 |
17 |
$401M |
+$116M |
-$115M |
+$1.26M |
FMX, CI, UHS, PCG, TNL
|
13F-HR |
5/17/2021, 04:40 PM |
Q4 2020 |
14 |
$390M |
+$54.6M |
-$53.8M |
+$740K |
FMX, CI, UHS, PCG, WYND
|
13F-HR |
2/16/2021, 10:54 AM |
Q3 2020 |
14 |
$312M |
+$86.4M |
-$44.4M |
+$42M |
FMX, CI, UHS, PCG, WH
|
13F-HR |
11/16/2020, 10:12 AM |
Q2 2020 |
14 |
$254M |
+$116M |
-$62.3M |
+$53.2M |
CI, WH, UHS, HCA, YNDX
|
13F-HR |
8/14/2020, 10:09 AM |
Q1 2020 |
10 |
$181M |
+$79.1M |
-$2.42M |
+$76.6M |
CI, AGN, WH, HCA, PCG
|
13F-HR |
5/15/2020, 09:50 AM |
Q4 2019 |
6 |
$138M |
$0 |
$0 |
|
CI, WH, AGN, PCG, YNDX
|
13F-HR |
2/14/2020, 09:52 AM |