Q3 2024 |
13 |
$514M |
+$300M |
-$151M |
+$149M |
META, WAB, ETN, NFLX, IFF
|
13F-HR |
11/14/2024, 08:38 AM |
Q2 2024 |
14 |
$354M |
+$163M |
-$395M |
-$231M |
NVDA, META, AMZN, NOW, IFF
|
13F-HR |
8/12/2024, 11:20 AM |
Q1 2024 |
16 |
$576M |
+$362M |
-$85.4M |
+$277M |
VEEV, ETN, GOOGL, ULTA, META
|
13F-HR |
5/14/2024, 09:51 AM |
Q4 2023 |
17 |
$234M |
+$234M |
-$56.4M |
+$177M |
ULTA, NVDA, AMZN, MSFT, META
|
13F-HR |
2/13/2024, 09:02 AM |
Q3 2023 |
7 |
$57M |
+$16.3M |
-$166M |
-$149M |
QGEN, ATVI, HZNP, NATI, FTRE
|
13F-HR |
11/14/2023, 09:18 AM |
Q2 2023 |
10 |
$207M |
+$37.3M |
-$117M |
-$79.7M |
SBUX, QGEN, CTVA, ATVI, HZNP
|
Restatement |
11/14/2023, 09:16 AM |
Q1 2023 |
9 |
$299M |
+$232M |
-$54.6M |
+$178M |
SBUX, DG, CTVA, ATVI, HZNP
|
13F-HR |
5/12/2023, 02:30 PM |
Q4 2022 |
6 |
$136M |
+$5.38M |
-$88.9M |
-$83.6M |
DG, BKNG, ATVI, GOOGL, LHCG
|
13F-HR |
2/13/2023, 12:00 PM |
Q3 2022 |
9 |
$217M |
+$105M |
-$106M |
-$1.29M |
DG, GOOGL, BKNG, LHCG, ATVI
|
13F-HR |
11/9/2022, 08:51 AM |
Q2 2022 |
12 |
$331M |
+$31.4M |
-$146M |
-$114M |
GOOGL, DG, NKE, KLAC, WBD
|
13F-HR |
7/27/2022, 01:13 PM |
Q1 2022 |
14 |
$493M |
+$113M |
-$242M |
-$129M |
GOOGL, DG, NKE, AMAT, KLAC
|
13F-HR |
5/12/2022, 09:41 AM |
Q4 2021 |
15 |
$674M |
$0 |
$0 |
|
GOOGL, AMAT, DG, LRCX, KLAC
|
13F-HR |
2/14/2022, 08:55 AM |