| Q2 2024 |
93 |
$307M |
+$148M |
-$637M |
-$488M |
AMD, BABA, NKE, TMUS, WRK
|
13F-HR |
8/13/2024, 01:44 PM |
| Q1 2024 |
253 |
$807M |
+$370M |
-$703M |
-$332M |
AAPL, TMUS, BABA, WRK, UNH
|
13F-HR |
5/14/2024, 02:45 PM |
| Q4 2023 |
289 |
$1.09B |
+$341M |
-$1.85B |
-$1.51B |
NTES, AAPL, BABA, GOOGL, MSFT
|
13F-HR |
2/13/2024, 04:54 PM |
| Q3 2023 |
136 |
$2.25B |
+$1.53B |
-$111M |
+$1.42B |
AAPL, NVDA, MSFT, META, AMZN
|
13F-HR |
11/13/2023, 04:48 PM |
| Q2 2023 |
136 |
$882M |
+$280M |
-$637M |
-$358M |
META, MU, C, WFC, GOOGL
|
13F-HR |
8/14/2023, 04:27 PM |
| Q1 2023 |
124 |
$1.16B |
+$915M |
-$223M |
+$691M |
BAC, MS, WFC, MSFT, AAPL
|
13F-HR |
5/12/2023, 05:11 PM |
| Q4 2022 |
90 |
$406M |
+$100M |
-$228M |
-$127M |
GOOGL, JPM, XOM, GS, CSCO
|
13F-HR |
2/14/2023, 07:29 AM |
| Q3 2022 |
205 |
$497M |
+$170M |
-$640M |
-$470M |
GOOGL, JPM, GS, META, AVGO
|
13F-HR |
11/14/2022, 10:36 AM |
| Q2 2022 |
338 |
$950M |
+$438M |
-$778M |
-$339M |
XOM, META, BKNG, DD, CSCO
|
13F-HR |
8/12/2022, 06:55 AM |
| Q1 2022 |
364 |
$1.38B |
+$966M |
-$377M |
+$589M |
BAC, META, CSCO, MS, C
|
13F-HR |
5/16/2022, 08:15 AM |
| Q4 2021 |
283 |
$754M |
+$363M |
-$453M |
-$90.7M |
GOOGL, VAQC, GS, NFLX, AHRNU
|
13F-HR |
2/14/2022, 12:50 PM |
| Q3 2021 |
255 |
$849M |
+$533M |
-$191M |
+$342M |
CRWD, VAQC, FVIV, BBY, LGAC
|
13F-HR |
11/15/2021, 10:17 AM |
| Q2 2021 |
141 |
$498M |
+$449M |
-$175M |
+$275M |
FVIV, VAQC, LGAC, NOW, AMD
|
Restatement |
2/24/2022, 09:04 AM |
| Q1 2021 |
100 |
$220M |
$0 |
$0 |
|
FVIVU, VAQC, LGACU, NOW, GIIXU
|
13F-HR |
2/24/2022, 08:56 AM |