| Q2 2024 |
1,785 |
$1.17B |
+$851M |
-$405M |
+$446M |
AAPL, META, MSFT, GOOG, CVX
|
13F-HR |
8/12/2024, 04:45 PM |
| Q1 2024 |
1,773 |
$742M |
+$538M |
-$268M |
+$270M |
SMCI, TSLA, META, GE, REGN
|
13F-HR |
5/13/2024, 10:16 AM |
| Q4 2023 |
1,511 |
$457M |
+$276M |
-$441M |
-$165M |
AMZN, SNEX, WMT, LIN, GEN
|
13F-HR |
2/13/2024, 02:24 PM |
| Q3 2023 |
1,504 |
$586M |
+$384M |
-$335M |
+$49M |
LLY, ELV, IDXX, ATVI, GWW
|
13F-HR |
11/13/2023, 03:10 PM |
| Q2 2023 |
1,355 |
$558M |
+$386M |
-$309M |
+$77.3M |
TGT, GOOGL, BA, NDAQ, ORCL
|
13F-HR |
8/14/2023, 02:22 PM |
| Q1 2023 |
1,218 |
$477M |
+$325M |
-$326M |
-$1.74M |
LMT, REGN, CI, WFC, MSCI
|
13F-HR |
5/12/2023, 03:41 PM |
| Q4 2022 |
1,071 |
$471M |
+$315M |
-$252M |
+$63.7M |
GOOGL, T, WFC, DIS, AAPL
|
13F-HR |
2/14/2023, 01:27 PM |
| Q3 2022 |
1,063 |
$404M |
+$318M |
-$150M |
+$167M |
GOOGL, GOOG, NKE, SHOP, AMZN
|
13F-HR |
11/14/2022, 02:12 PM |
| Q2 2022 |
809 |
$244M |
+$192M |
-$157M |
+$35M |
GOOGL, AMGN, JNJ, PEP, CAT
|
13F-HR |
8/15/2022, 12:05 PM |
| Q1 2022 |
633 |
$228M |
+$184M |
-$127M |
+$56.5M |
JNJ, UNH, YUM, LRCX, ADBE
|
13F-HR |
5/13/2022, 02:13 PM |
| Q4 2021 |
641 |
$177M |
+$122M |
-$245M |
-$123M |
NVDA, MSFT, META, BA, MU
|
13F-HR |
2/11/2022, 03:36 PM |
| Q3 2021 |
648 |
$296M |
+$229M |
-$228M |
+$1.33M |
GOOG, GOOGL, AMZN, MSFT, TSLA
|
13F-HR |
11/12/2021, 02:36 PM |
| Q2 2021 |
769 |
$297M |
+$234M |
-$148M |
+$85.9M |
AMZN, ADBE, AZO, RNG, APH
|
13F-HR |
8/12/2021, 05:09 PM |
| Q1 2021 |
659 |
$205M |
$0 |
$0 |
|
BIDU, GOOG, GOLD, DOCU, BKNG
|
13F-HR |
5/14/2021, 11:53 AM |