Q3 2024 |
81 |
$194M |
+$14.5M |
-$18M |
-$3.46M |
MU, GOOG, ARGX, REGN, ITCI
|
13F-HR |
11/12/2024, 06:44 PM |
Q2 2024 |
84 |
$191M |
+$24.4M |
-$4.2M |
+$20.2M |
MU, GOOG, REGN, ARGX, ITCI
|
13F-HR |
8/12/2024, 04:05 PM |
Q1 2024 |
72 |
$166M |
+$10.7M |
-$5.24M |
+$5.49M |
MU, GOOG, REGN, ARGX, AMD
|
13F-HR |
5/15/2024, 10:02 AM |
Q4 2023 |
70 |
$148M |
+$8.45M |
-$16.2M |
-$7.76M |
MU, REGN, GOOG, ARGX, ITCI
|
13F-HR |
2/13/2024, 04:58 PM |
Q3 2023 |
77 |
$143M |
+$9.16M |
-$8.52M |
+$631K |
MU, ARGX, GOOG, REGN, ABBV
|
13F-HR |
11/13/2023, 10:59 AM |
Q2 2023 |
75 |
$145M |
+$17.3M |
-$12M |
+$5.31M |
MU, ARGX, GOOG, REGN, ITCI
|
13F-HR |
8/9/2023, 02:27 PM |
Q1 2023 |
62 |
$136M |
+$14.6M |
-$12.9M |
+$1.73M |
ABBV, ARGX, MU, REGN, GOOG
|
13F-HR |
5/15/2023, 10:29 AM |
Q4 2022 |
59 |
$129M |
+$10.2M |
-$23.5M |
-$13.2M |
ABBV, ARGX, ITCI, BAC, REGN
|
13F-HR |
2/13/2023, 03:59 PM |
Q3 2022 |
60 |
$135M |
+$19.4M |
-$17.8M |
+$1.61M |
ABBV, ARGX, MU, ITCI, GOOG
|
13F-HR |
11/14/2022, 11:57 AM |
Q2 2022 |
60 |
$149M |
+$14.3M |
-$16.5M |
-$2.24M |
ITCI, ABBV, MU, ARGX, GOOG
|
13F-HR |
8/11/2022, 03:43 PM |
Q1 2022 |
57 |
$171M |
+$12.6M |
-$34.6M |
-$22M |
ITCI, ABBV, MU, GOOG, REGN
|
13F-HR |
5/13/2022, 02:24 PM |
Q4 2021 |
66 |
$199M |
+$11.5M |
-$14.4M |
-$2.9M |
ITCI, MU, ABBV, GOOG, REGN
|
13F-HR |
2/10/2022, 02:36 PM |
Q3 2021 |
72 |
$184M |
+$16M |
-$25.2M |
-$9.25M |
ITCI, MU, GOOG, REGN, ABBV
|
13F-HR |
11/15/2021, 11:11 AM |
Q2 2021 |
77 |
$199M |
+$20.8M |
-$31.9M |
-$11.1M |
GOOG, ITCI, MU, ABBV, REGN
|
13F-HR |
8/13/2021, 12:11 PM |
Q1 2021 |
81 |
$197M |
+$24.1M |
-$23.1M |
+$978K |
ITCI, MU, GOOG, ABBV, XNCR
|
13F-HR |
5/12/2021, 03:30 PM |
Q4 2020 |
76 |
$187M |
+$23.4M |
-$14.7M |
+$8.68M |
ITCI, MU, GOOG, GLD, XNCR
|
13F-HR |
2/12/2021, 05:13 PM |
Q3 2020 |
69 |
$160M |
+$18.6M |
-$8.56M |
+$10M |
GLD, GOOG, ITCI, XNCR, MU
|
13F-HR |
11/13/2020, 03:42 PM |
Q2 2020 |
57 |
$146M |
+$10.9M |
-$10.5M |
+$414K |
GLD, ITCI, GOOG, MU, REGN
|
13F-HR |
8/13/2020, 03:10 PM |
Q1 2020 |
60 |
$116M |
+$23.5M |
-$10.5M |
+$13M |
GLD, GOOG, MU, ITCI, REGN
|
13F-HR |
5/12/2020, 11:53 AM |
Q4 2019 |
51 |
$130M |
$0 |
$0 |
|
ITCI, GLD, MU, GOOG, C
|
13F-HR |
2/12/2020, 12:59 PM |