| Q3 2024 |
670 |
$548M |
+$370M |
-$405M |
-$34.5M |
GWRE, ORCL, META, C, HWM
|
13F-HR |
11/14/2024, 04:07 PM |
| Q2 2024 |
715 |
$564M |
+$359M |
-$363M |
-$4.05M |
AVGO, PINS, MSI, MSFT, AAPL
|
13F-HR |
8/14/2024, 04:20 PM |
| Q1 2024 |
702 |
$570M |
+$361M |
-$549M |
-$189M |
USB, MMC, ECL, MU, STX
|
13F-HR |
5/15/2024, 04:06 PM |
| Q4 2023 |
748 |
$736M |
+$480M |
-$555M |
-$74.5M |
LMT, ECL, BFB, LYV, STLA
|
13F-HR |
2/14/2024, 04:07 PM |
| Q3 2023 |
925 |
$773M |
+$444M |
-$596M |
-$152M |
MPWR, TSLA, DOW, FND, HUN
|
13F-HR |
11/14/2023, 04:15 PM |
| Q2 2023 |
973 |
$964M |
+$632M |
-$787M |
-$155M |
MRVL, NEE, DELL, UPS, TER
|
13F-HR |
8/14/2023, 04:29 PM |
| Q1 2023 |
873 |
$1.1B |
+$747M |
-$531M |
+$216M |
SHW, EMR, MET, AI, ADP
|
13F-HR |
5/15/2023, 04:13 PM |
| Q4 2022 |
917 |
$858M |
+$495M |
-$944M |
-$449M |
MOS, ULTA, MRVL, LHX, TSN
|
13F-HR |
2/14/2023, 04:37 PM |
| Q3 2022 |
1,134 |
$1.29B |
+$746M |
-$638M |
+$109M |
DDOG, AKAM, SPOT, ICE, EW
|
13F-HR |
11/14/2022, 04:32 PM |
| Q2 2022 |
1,101 |
$1.22B |
+$712M |
-$536M |
+$176M |
ADM, BRKB, AMAT, DIS, EBAY
|
13F-HR |
8/15/2022, 05:14 PM |
| Q1 2022 |
1,106 |
$1.19B |
+$629M |
-$508M |
+$121M |
PTEN, NVDA, MMM, PSTG, TWLO
|
13F-HR |
5/16/2022, 04:21 PM |
| Q4 2021 |
1,040 |
$1.13B |
+$616M |
-$346M |
+$270M |
HON, CHGG, IP, LMT, APH
|
13F-HR |
2/14/2022, 04:23 PM |
| Q3 2021 |
986 |
$835M |
+$478M |
-$287M |
+$191M |
ABNB, GOOG, ALC, ZIM, GIS
|
13F-HR |
11/15/2021, 04:24 PM |
| Q2 2021 |
850 |
$654M |
+$423M |
-$249M |
+$174M |
TPR, CLX, TXT, GIS, UPST
|
13F-HR |
8/16/2021, 04:42 PM |
| Q1 2021 |
721 |
$457M |
+$304M |
-$185M |
+$119M |
SNAP, NVDA, XLNX, TTCFQ, QCOM
|
13F-HR |
5/14/2021, 02:20 PM |
| Q4 2020 |
629 |
$319M |
$0 |
$0 |
|
QCOM, JKHY, DHR, NARI, AKAM
|
13F-HR |
2/16/2021, 11:21 AM |