| Q3 2023 |
21 |
$233M |
+$101M |
-$116M |
-$15.3M |
SGEN, ATVI, VMW, CPRI, ACI
|
13F-HR |
11/13/2023, 02:05 PM |
| Q2 2023 |
16 |
$235M |
+$89.7M |
-$141M |
-$51.8M |
VMW, ATVI, ACI, HZNP, SIMO
|
13F-HR |
8/11/2023, 04:45 PM |
| Q1 2023 |
20 |
$282M |
+$171M |
-$82.5M |
+$88.9M |
HZNP, VMW, MAXR, ACI, FHN
|
13F-HR |
5/12/2023, 03:39 PM |
| Q4 2022 |
17 |
$191M |
+$97.7M |
-$211M |
-$114M |
VMW, ATVI, HZNP, POSH, ACI
|
13F-HR |
2/10/2023, 04:18 PM |
| Q3 2022 |
15 |
$296M |
+$116M |
-$399M |
-$283M |
ATVI, VMW, CLR, ZEN, TWTR
|
13F-HR |
11/14/2022, 08:21 AM |
| Q2 2022 |
35 |
$576M |
+$384M |
-$198M |
+$186M |
COHR, IEF, ATVI, TGNA, ZEN
|
13F-HR |
8/12/2022, 09:10 AM |
| Q1 2022 |
33 |
$402M |
+$293M |
-$399M |
-$106M |
COHR, PSTH, ATVI, NFLX, ZNGA
|
13F-HR |
5/12/2022, 09:20 PM |
| Q4 2021 |
40 |
$515M |
+$270M |
-$180M |
+$90M |
XLNX, INFO, COHR, NUAN, PSTH
|
13F-HR |
2/10/2022, 04:22 PM |
| Q3 2021 |
40 |
$400M |
+$200M |
-$636M |
-$436M |
NUAN, XLNX, COHR, INFO, MDLA
|
13F-HR |
11/12/2021, 09:36 AM |
| Q2 2021 |
63 |
$831M |
+$473M |
-$377M |
+$95.8M |
INFO, ALXN, XLNX, NUAN, WORK
|
13F-HR |
8/13/2021, 06:44 AM |
| Q1 2021 |
74 |
$704M |
+$465M |
-$127M |
+$338M |
WTW, XLNX, ALXN, RP, VAR
|
13F-HR |
5/14/2021, 06:28 AM |
| Q4 2020 |
62 |
$366M |
$0 |
$0 |
|
WTW, XLNX, INFO, ALXN, WORK
|
13F-HR |
2/12/2021, 11:37 AM |