Q3 2024 |
25 |
$289M |
+$120M |
-$110M |
+$10.6M |
META, NVDA, AAPL, AMD, MSFT
|
13F-HR |
10/29/2024, 03:26 PM |
Q2 2024 |
19 |
$276M |
+$126M |
-$31.6M |
+$94.2M |
NVDA, AAPL, META, SMH, MSFT
|
13F-HR |
7/30/2024, 11:50 AM |
Q1 2024 |
21 |
$230M |
+$109M |
-$22.3M |
+$87.1M |
NVDA, AMZN, META, AAPL, MSFT
|
13F-HR |
5/14/2024, 02:46 PM |
Q4 2023 |
22 |
$122M |
+$39.7M |
-$22.3M |
+$17.4M |
AAPL, NVDA, MSFT, GOOGL, META
|
13F-HR |
1/24/2024, 08:34 AM |
Q3 2023 |
20 |
$92.1M |
+$18.6M |
-$36.3M |
-$17.7M |
META, AAPL, MSFT, GOOGL, NVDA
|
13F-HR |
10/30/2023, 10:01 AM |
Q2 2023 |
25 |
$114M |
+$34.8M |
-$15.7M |
+$19.1M |
AAPL, MSFT, AMZN, NVDA, DE
|
13F-HR |
8/10/2023, 04:19 PM |
Q1 2023 |
18 |
$83.4M |
+$42.1M |
-$17.9M |
+$24.3M |
AAPL, BA, META, TSLA, MSFT
|
13F-HR |
5/12/2023, 02:06 PM |
Q4 2022 |
23 |
$50.5M |
+$25.1M |
-$4.08M |
+$21.1M |
BA, AAPL, MSFT, SOXX, HD
|
13F-HR |
2/13/2023, 03:16 PM |
Q3 2022 |
20 |
$28.5M |
+$6.41M |
-$10.6M |
-$4.23M |
AAPL, MSFT, HD, JPM, GOOGL
|
13F-HR |
10/20/2022, 02:06 PM |
Q2 2022 |
19 |
$40.1M |
+$6.93M |
-$43M |
-$36.1M |
AAPL, MSFT, GOOGL, NVDA, HD
|
13F-HR |
7/26/2022, 12:22 PM |
Q1 2022 |
18 |
$122M |
+$38.6M |
-$62.2M |
-$23.5M |
AAPL, AMZN, GOOGL, TSLA, MSFT
|
13F-HR |
4/20/2022, 05:10 PM |
Q4 2021 |
26 |
$159M |
+$27.7M |
-$24.9M |
+$2.81M |
AAPL, JPM, MSFT, NVDA, TSLA
|
13F-HR |
2/14/2022, 09:56 AM |
Q3 2021 |
23 |
$136M |
+$29.7M |
-$13.6M |
+$16.1M |
AAPL, BA, JPM, MSFT, NVDA
|
13F-HR |
11/3/2021, 10:41 AM |
Q2 2021 |
21 |
$133M |
+$18.4M |
-$20.9M |
-$2.5M |
AAPL, NVDA, BA, MSFT, SHOP
|
13F-HR |
8/10/2021, 05:52 PM |
Q1 2021 |
40 |
$126M |
+$19.7M |
-$25.6M |
-$5.89M |
AAPL, BA, JPM, NVDA, MSFT
|
13F-HR |
5/10/2021, 11:43 AM |
Q4 2020 |
28 |
$127M |
$0 |
$0 |
|
AAPL, BA, JPM, TSLA, NVDA
|
13F-HR |
3/8/2021, 11:31 AM |