| Q2 2024 |
28 |
$162M |
+$21.6M |
-$779K |
+$20.8M |
NVDA, AMZN, KLAC, NOW, MSFT
|
13F-HR |
8/13/2024, 09:00 AM |
| Q1 2024 |
28 |
$149M |
+$4.35M |
-$14.7M |
-$10.3M |
NVDA, AMZN, NOW, MSFT, KLAC
|
13F-HR |
5/13/2024, 09:00 AM |
| Q4 2023 |
30 |
$138M |
+$7.09M |
-$8.31M |
-$1.22M |
NOW, AMZN, MSFT, AAPL, KLAC
|
13F-HR |
2/13/2024, 09:00 AM |
| Q3 2023 |
31 |
$120M |
+$4.06M |
-$4.75M |
-$688K |
AMZN, NOW, MSFT, AAPL, NVDA
|
13F-HR |
11/13/2023, 09:00 AM |
| Q2 2023 |
32 |
$123M |
+$25.1M |
-$21.2M |
+$3.91M |
AAPL, AMZN, MSFT, NOW, KLAC
|
13F-HR |
8/11/2023, 09:00 AM |
| Q1 2023 |
30 |
$104M |
+$13.6M |
-$19.5M |
-$5.84M |
AAPL, MSFT, NOW, AMZN, UNH
|
13F-HR |
5/12/2023, 09:00 AM |
| Q4 2022 |
30 |
$99.3M |
+$25.4M |
-$26.8M |
-$1.4M |
UNH, MA, AMZN, MSFT, AAPL
|
13F-HR |
2/13/2023, 09:00 AM |
| Q3 2022 |
29 |
$102M |
+$21.4M |
-$14.1M |
+$7.32M |
AMZN, UNH, AAPL, TSLA, MSFT
|
13F-HR |
11/10/2022, 09:00 AM |
| Q2 2022 |
27 |
$105M |
+$12.3M |
-$9.96M |
+$2.32M |
UNH, AMZN, NOW, MSFT, AAPL
|
13F-HR |
8/15/2022, 07:06 AM |
| Q1 2022 |
28 |
$139M |
+$14.1M |
-$25.7M |
-$11.6M |
AMZN, NOW, UNH, TSLA, AAPL
|
13F-HR |
5/16/2022, 07:44 AM |
| Q4 2021 |
28 |
$166M |
+$24M |
-$37.7M |
-$13.7M |
AMZN, NOW, EPAM, ADBE, META
|
13F-HR |
2/14/2022, 08:34 AM |
| Q3 2021 |
29 |
$164M |
+$10.2M |
-$3.81M |
+$6.41M |
AMZN, PYPL, NOW, ADBE, TSLA
|
13F-HR |
11/15/2021, 09:29 AM |
| Q2 2021 |
29 |
$162M |
+$15.8M |
-$7.39M |
+$8.44M |
AMZN, PYPL, ADBE, META, NVDA
|
13F-HR |
8/16/2021, 08:37 AM |
| Q1 2021 |
29 |
$138M |
+$1.54M |
-$1.92M |
-$375K |
AMZN, PYPL, TSLA, META, ADBE
|
13F-HR |
5/17/2021, 08:22 AM |
| Q4 2020 |
29 |
$135M |
$0 |
$0 |
|
AMZN, PYPL, TSLA, NOW, ADBE
|
13F-HR |
2/16/2021, 09:57 AM |