| Q2 2024 |
388 |
$1.61B |
+$677M |
-$475M |
+$202M |
AMZN, EQX, TDW, NTR, GOOGL
|
13F-HR |
8/12/2024, 10:29 AM |
| Q1 2024 |
373 |
$1.45B |
+$855M |
-$266M |
+$589M |
GOOGL, AMZN, SBUX, NTR, IAS
|
13F-HR |
5/10/2024, 04:30 PM |
| Q4 2023 |
378 |
$820M |
+$303M |
-$387M |
-$83.6M |
AMZN, T, CVS, GOOGL, HLIT
|
13F-HR |
2/13/2024, 04:37 PM |
| Q3 2023 |
413 |
$802M |
+$299M |
-$261M |
+$38.3M |
AMZN, GOOGL, VZ, HLIT, AMT
|
13F-HR |
11/13/2023, 09:30 AM |
| Q2 2023 |
403 |
$800M |
+$316M |
-$267M |
+$49.8M |
DG, NEWR, AMT, GOOGL, V
|
13F-HR |
8/14/2023, 07:31 AM |
| Q1 2023 |
380 |
$707M |
+$289M |
-$240M |
+$49.1M |
AMZN, GOOGL, AMT, RCM, HLIT
|
13F-HR |
5/15/2023, 06:21 AM |
| Q4 2022 |
370 |
$607M |
+$237M |
-$186M |
+$51.1M |
GOOGL, META, NFLX, HLIT, BX
|
13F-HR |
2/13/2023, 06:28 AM |
| Q3 2022 |
387 |
$518M |
+$195M |
-$113M |
+$82.7M |
GOOGL, V, BNS, AMT, FIS
|
13F-HR |
11/14/2022, 08:27 AM |
| Q2 2022 |
378 |
$467M |
+$279M |
-$46.4M |
+$233M |
AMZN, GOOGL, AMT, MSFT, FIS
|
13F-HR |
8/15/2022, 08:13 AM |
| Q1 2022 |
339 |
$281M |
+$161M |
-$38.9M |
+$122M |
AMT, GOOGL, ADBE, FIS, MSFT
|
13F-HR |
5/16/2022, 10:01 AM |
| Q4 2021 |
277 |
$169M |
$0 |
$0 |
|
ATUS, GOOGL, AMZN, FI, V
|
13F-HR |
2/11/2022, 04:01 PM |