| Q2 2024 |
7 |
$316M |
+$86.8M |
$0 |
+$86.8M |
NVDA, GOOGL, AAPL, AMZN, MSFT
|
13F-HR |
8/14/2024, 02:20 PM |
| Q1 2024 |
7 |
$274M |
+$73.9M |
-$51.6M |
+$22.4M |
NVDA, GOOGL, AMZN, MSFT, CRM
|
13F-HR |
5/15/2024, 01:57 PM |
| Q4 2023 |
10 |
$209M |
$0 |
$0 |
|
NVDA, AMZN, MSFT, GOOGL, NOW
|
13F-HR |
2/14/2024, 01:34 PM |
| Q3 2023 |
10 |
$179M |
+$26.4M |
-$18.8M |
+$7.58M |
NVDA, GOOGL, AMZN, MSFT, NOW
|
13F-HR |
11/14/2023, 04:02 PM |
| Q2 2023 |
11 |
$172M |
+$36.9M |
-$2.56M |
+$34.4M |
NVDA, MSFT, AMZN, GOOGL, NOW
|
13F-HR |
8/14/2023, 12:40 PM |
| Q1 2023 |
9 |
$112M |
+$8.48M |
-$10.4M |
-$1.93M |
NVDA, MSFT, NOW, AMZN, GOOGL
|
13F-HR |
5/15/2023, 01:45 PM |
| Q4 2022 |
9 |
$85.2M |
$0 |
-$9.77M |
-$9.77M |
MSFT, AAPL, GOOGL, NVDA, NOW
|
13F-HR |
2/14/2023, 02:29 PM |
| Q3 2022 |
10 |
$100M |
+$12.3M |
-$5.8M |
+$6.5M |
AAPL, MSFT, GOOGL, AMZN, NOW
|
13F-HR |
11/14/2022, 03:39 PM |
| Q2 2022 |
10 |
$115M |
+$11.7M |
-$3.43M |
+$8.31M |
AAPL, MSFT, GOOGL, NOW, NVDA
|
13F-HR |
8/15/2022, 12:52 PM |
| Q1 2022 |
10 |
$165M |
+$1.67M |
$0 |
+$1.67M |
NVDA, AAPL, GOOGL, AMZN, MSFT
|
13F-HR |
5/16/2022, 01:12 PM |
| Q4 2021 |
10 |
$190M |
+$38.7M |
-$42.5M |
-$3.86M |
NVDA, AAPL, GOOGL, MSFT, NOW
|
13F-HR |
2/14/2022, 03:11 PM |
| Q3 2021 |
12 |
$176M |
+$39M |
-$11.9M |
+$27.1M |
NVDA, GOOGL, MSFT, NOW, AMZN
|
13F-HR |
11/15/2021, 10:58 AM |
| Q2 2021 |
12 |
$164M |
+$29.9M |
-$16.5M |
+$13.5M |
NVDA, GOOGL, MSFT, PYPL, AMZN
|
13F-HR |
8/13/2021, 07:53 PM |
| Q1 2021 |
12 |
$129M |
+$22.2M |
-$25M |
-$2.76M |
GOOGL, PYPL, AMZN, NVDA, MSFT
|
13F-HR |
5/14/2021, 04:16 PM |
| Q4 2020 |
14 |
$136M |
$0 |
$0 |
|
GOOGL, NOW, NVDA, PYPL, CRM
|
13F-HR |
2/19/2021, 05:07 PM |