Q2 2024 |
19 |
$169M |
+$2.06M |
-$9.98M |
-$7.92M |
V, ADBE, SCHW, AMZN, AAPL
|
13F-HR |
8/13/2024, 12:57 PM |
Q1 2024 |
20 |
$179M |
+$1.05M |
-$4.68M |
-$3.63M |
V, SCHW, BR, ADBE, AMZN
|
13F-HR |
5/14/2024, 02:13 PM |
Q4 2023 |
21 |
$173M |
+$3.85M |
-$3.54M |
+$303K |
V, ADBE, SCHW, BR, AAPL
|
13F-HR |
2/13/2024, 12:23 PM |
Q3 2023 |
21 |
$153M |
+$3.56M |
-$19.1M |
-$15.5M |
ADBE, V, BR, AAPL, SCHW
|
13F-HR |
11/13/2023, 02:34 PM |
Q2 2023 |
24 |
$177M |
+$14.3M |
-$5.9M |
+$8.36M |
V, AAPL, ADBE, SCHW, DG
|
13F-HR |
8/11/2023, 10:10 AM |
Q1 2023 |
25 |
$155M |
+$9.22M |
$0 |
+$9.22M |
DG, V, AAPL, BR, ADBE
|
13F-HR |
5/12/2023, 09:27 AM |
Q4 2022 |
25 |
$139M |
+$15.3M |
-$30.4M |
-$15.2M |
DG, V, SCHW, AMT, AAPL
|
13F-HR |
2/10/2023, 10:22 AM |
Q3 2022 |
41 |
$149M |
+$7.63M |
-$9.71M |
-$2.08M |
DG, V, BR, AAPL, FDX
|
13F-HR |
11/14/2022, 09:04 AM |
Q2 2022 |
46 |
$159M |
+$13.8M |
-$7.25M |
+$6.56M |
DG, FDX, V, AMT, AAPL
|
13F-HR |
8/12/2022, 09:39 AM |
Q1 2022 |
49 |
$193M |
+$17.6M |
-$54.6M |
-$37M |
DG, V, FDX, AMZN, AAPL
|
13F-HR |
5/13/2022, 09:22 AM |
Q4 2021 |
54 |
$256M |
+$29.6M |
-$12.9M |
+$16.8M |
DG, NOW, AMT, AMZN, IJR
|
13F-HR |
2/11/2022, 09:44 AM |
Q3 2021 |
69 |
$237M |
+$6.78M |
-$8.89M |
-$2.11M |
SQ, NOW, DG, META, AMZN
|
13F-HR |
11/12/2021, 09:09 AM |
Q2 2021 |
67 |
$242M |
+$18.6M |
-$12.3M |
+$6.34M |
SQ, DG, AMZN, META, IJR
|
13F-HR |
8/13/2021, 09:45 AM |
Q1 2021 |
80 |
$219M |
+$29.4M |
-$8.8M |
+$20.6M |
SQ, DG, AMZN, PINS, AMT
|
13F-HR |
5/14/2021, 09:30 AM |
Q4 2020 |
32 |
$198M |
+$21.1M |
-$12.3M |
+$8.84M |
SQ, DG, AMZN, NOW, VEEV
|
13F-HR |
2/12/2021, 09:26 AM |
Q3 2020 |
34 |
$165M |
+$15.9M |
-$2.03M |
+$13.8M |
VEEV, DG, AMZN, SQ, NOW
|
13F-HR |
11/3/2020, 01:57 PM |
Q2 2020 |
33 |
$138M |
+$6.84M |
$0 |
+$6.84M |
VEEV, AMZN, NOW, EQIX, BR
|
13F-HR |
8/11/2020, 04:13 PM |
Q1 2020 |
31 |
$101M |
+$13.6M |
-$3.64M |
+$9.96M |
VEEV, EQIX, AMT, AMZN, MDT
|
13F-HR |
5/13/2020, 08:55 AM |
Q4 2019 |
31 |
$104M |
$0 |
$0 |
|
AAPL, BR, AMT, INTC, AMZN
|
13F-HR |
5/1/2020, 02:17 PM |