Q2 2024 |
19 |
$1.04B |
+$300M |
-$80.2M |
+$219M |
AMAT, NVDA, MSFT, SCHW, LRCX
|
13F-HR |
8/13/2024, 10:36 AM |
Q1 2024 |
16 |
$947M |
+$133M |
-$123M |
+$9.67M |
NVDA, LRCX, MSFT, SCHW, AMAT
|
13F-HR |
5/14/2024, 10:36 AM |
Q4 2023 |
17 |
$780M |
+$143M |
-$77.7M |
+$65M |
NVDA, MSFT, SCHW, LRCX, MA
|
13F-HR |
2/13/2024, 10:22 AM |
Q3 2023 |
16 |
$621M |
+$45.8M |
-$68.3M |
-$22.4M |
NVDA, MSFT, LRCX, SCHW, MA
|
13F-HR |
11/13/2023, 11:52 AM |
Q2 2023 |
14 |
$651M |
+$89.3M |
-$132M |
-$42.5M |
NVDA, MSFT, LRCX, SCHW, VEEV
|
13F-HR |
8/10/2023, 07:57 AM |
Q1 2023 |
16 |
$605M |
+$33M |
-$95.4M |
-$62.4M |
NVDA, SCHW, LRCX, VEEV, MSFT
|
13F-HR |
5/15/2023, 06:25 AM |
Q4 2022 |
16 |
$587M |
+$65.2M |
-$83.8M |
-$18.6M |
SCHW, MSFT, VEEV, LRCX, NVDA
|
Restatement |
2/21/2023, 06:28 AM |
Q3 2022 |
16 |
$559M |
+$69.1M |
-$143M |
-$74.3M |
MSFT, SCHW, TEAM, INTU, MA
|
13F-HR |
11/14/2022, 07:41 AM |
Q2 2022 |
17 |
$679M |
+$101M |
-$106M |
-$5.13M |
MSFT, NVDA, SCHW, TEAM, LRCX
|
13F-HR |
8/12/2022, 11:03 AM |
Q1 2022 |
19 |
$1.04B |
+$173M |
-$177M |
-$4.38M |
NVDA, MSFT, TEAM, GOOGL, SCHW
|
13F-HR |
5/16/2022, 06:35 AM |
Q4 2021 |
19 |
$1.23B |
+$333M |
-$229M |
+$105M |
MSFT, NVDA, TEAM, MA, INTU
|
13F-HR |
2/11/2022, 09:18 AM |
Q3 2021 |
20 |
$1.05B |
+$171M |
-$91.8M |
+$79.6M |
MSFT, NVDA, TEAM, ADBE, INTU
|
13F-HR |
11/12/2021, 11:38 AM |
Q2 2021 |
18 |
$874M |
+$51.4M |
-$42.7M |
+$8.67M |
MSFT, ADBE, META, V, INTU
|
13F-HR |
8/13/2021, 11:37 AM |
Q1 2021 |
18 |
$758M |
+$146M |
-$84.9M |
+$60.9M |
MSFT, META, ADBE, V, MA
|
13F-HR |
5/14/2021, 10:05 AM |
Q4 2020 |
18 |
$703M |
+$138M |
$0 |
+$138M |
MSFT, ADBE, ADSK, V, META
|
13F-HR |
2/16/2021, 07:49 AM |
Q3 2020 |
16 |
$518M |
+$135M |
-$23.1M |
+$112M |
ADBE, MSFT, V, ADSK, MA
|
13F-HR |
11/13/2020, 01:12 PM |
Q2 2020 |
17 |
$370M |
+$81.1M |
-$8.25M |
+$72.8M |
MSFT, ADBE, V, ADSK, AMZN
|
13F-HR |
8/13/2020, 08:02 AM |
Q1 2020 |
17 |
$227M |
+$74.2M |
-$26.1M |
+$48.1M |
MSFT, ADBE, ADSK, AMZN, BSX
|
13F-HR |
5/14/2020, 05:25 PM |
Q4 2019 |
16 |
$199M |
$0 |
$0 |
|
MSFT, ADBE, V, ADSK, META
|
13F-HR |
2/13/2020, 10:03 AM |