| Q2 2024 |
43 |
$174M |
+$76.7M |
-$102M |
-$25M |
AMZN, AER, FTAI, GOOG, LNTH
|
13F-HR |
8/12/2024, 04:52 PM |
| Q1 2024 |
44 |
$191M |
+$94.1M |
-$72.6M |
+$21.5M |
AMZN, AER, META, ADM, APG
|
13F-HR |
5/14/2024, 10:04 AM |
| Q4 2023 |
36 |
$153M |
+$71.1M |
-$69.8M |
+$1.37M |
AER, AMZN, APG, META, GOOG
|
13F-HR |
2/14/2024, 11:34 AM |
| Q3 2023 |
33 |
$142M |
+$59M |
-$60.4M |
-$1.47M |
CEG, AER, AMZN, APG, GOOG
|
13F-HR |
11/13/2023, 08:31 AM |
| Q2 2023 |
36 |
$141M |
+$58.3M |
-$62.2M |
-$3.9M |
CEG, LNTH, META, AER, IRDM
|
13F-HR |
8/14/2023, 10:46 AM |
| Q1 2023 |
37 |
$137M |
+$72.5M |
-$48.8M |
+$23.6M |
LNTH, META, BABA, TSM, CEG
|
13F-HR |
5/15/2023, 12:31 PM |
| Q4 2022 |
29 |
$112M |
+$61.3M |
-$62.2M |
-$932K |
DVN, LNTH, CEG, REPL, CIEN
|
13F-HR |
2/14/2023, 03:18 PM |
| Q3 2022 |
40 |
$111M |
+$44.8M |
-$72.5M |
-$27.8M |
LNTH, DVN, CEG, BIIB, VICR
|
13F-HR |
11/14/2022, 03:07 PM |
| Q2 2022 |
36 |
$139M |
+$58.7M |
-$62.9M |
-$4.19M |
LNTH, CEG, WELL, DVN, QCOM
|
13F-HR |
8/12/2022, 12:04 PM |
| Q1 2022 |
38 |
$156M |
+$76.5M |
-$76.7M |
-$150K |
WELL, QCOM, GOOG, ATEX, DVN
|
13F-HR |
5/16/2022, 02:11 PM |
| Q4 2021 |
42 |
$153M |
$0 |
$0 |
|
WELL, ATEX, QCOM, WTW, SCHW
|
13F-HR |
2/14/2022, 04:22 PM |