Q3 2024 |
58 |
$2.56B |
+$239M |
-$175M |
+$63.6M |
GOOG, MSFT, TXN, PGR, FI
|
13F-HR |
11/14/2024, 12:37 PM |
Q2 2024 |
58 |
$2.44B |
+$384M |
-$241M |
+$143M |
GOOG, MSFT, TXN, FI, CDNS
|
13F-HR |
8/14/2024, 01:58 PM |
Q1 2024 |
54 |
$2.41B |
+$378M |
-$144M |
+$234M |
MSFT, GOOG, NVDA, FI, APH
|
13F-HR |
5/15/2024, 11:54 AM |
Q4 2023 |
55 |
$1.9B |
+$188M |
-$415M |
-$227M |
MSFT, GOOG, WDAY, CDNS, FI
|
13F-HR |
2/14/2024, 02:52 PM |
Q3 2023 |
65 |
$1.86B |
+$125M |
-$163M |
-$38.2M |
MSFT, GOOG, WDAY, CDNS, NVDA
|
13F-HR |
11/14/2023, 12:39 PM |
Q2 2023 |
64 |
$2B |
+$91.4M |
-$169M |
-$77.3M |
MSFT, WDAY, GOOG, TXN, FI
|
13F-HR |
8/11/2023, 12:44 PM |
Q1 2023 |
65 |
$1.89B |
+$567M |
-$62.6M |
+$505M |
MSFT, WDAY, TXN, CDNS, GOOG
|
13F-HR |
5/12/2023, 12:26 PM |
Q4 2022 |
64 |
$1.17B |
+$185M |
-$114M |
+$71.5M |
MSFT, GOOG, WDAY, TMUS, TXN
|
13F-HR |
2/14/2023, 04:25 PM |
Q3 2022 |
67 |
$1.09B |
+$281M |
-$48.6M |
+$232M |
MSFT, GOOG, CRM, WDAY, CDNS
|
13F-HR |
11/14/2022, 12:29 PM |
Q2 2022 |
62 |
$935M |
+$314M |
-$109M |
+$205M |
CRM, MSFT, GOOG, WDAY, TMUS
|
13F-HR |
8/15/2022, 03:07 PM |
Q1 2022 |
65 |
$989M |
+$147M |
-$179M |
-$32.3M |
GOOG, MSFT, CRM, WDAY, AMZN
|
13F-HR |
5/16/2022, 01:24 PM |
Q4 2021 |
68 |
$1.14B |
+$201M |
-$116M |
+$85.3M |
MSFT, GOOG, CRM, MCHP, APH
|
13F-HR |
2/14/2022, 02:44 PM |
Q3 2021 |
68 |
$1.01B |
+$75.5M |
-$119M |
-$43.2M |
MSFT, GOOG, CRM, TXN, MCHP
|
13F-HR |
11/12/2021, 03:33 PM |
Q2 2021 |
62 |
$1.09B |
$0 |
$0 |
|
MSFT, GOOG, CRM, TXN, NVDA
|
13F-HR |
7/21/2021, 05:53 PM |
Q1 2021 |
0 |
|
|
|
|
|
13F-NT |
5/13/2021, 09:16 PM |
Q4 2020 |
0 |
|
|
|
|
|
13F-NT |
2/12/2021, 04:43 PM |
Q3 2020 |
0 |
|
|
|
|
|
13F-NT |
11/12/2020, 11:45 AM |
Q2 2020 |
0 |
|
|
|
|
|
13F-NT |
8/3/2020, 04:34 PM |