| Q2 2024 |
13 |
$1.31B |
+$237M |
-$229M |
+$8.01M |
META, NVDA, AMZN, LLY, MA
|
13F-HR |
8/14/2024, 04:15 PM |
| Q1 2024 |
18 |
$1.39B |
+$201M |
-$145M |
+$56.1M |
META, AMZN, NVDA, MA, NFLX
|
13F-HR |
5/15/2024, 02:40 PM |
| Q4 2023 |
15 |
$1.09B |
+$100M |
-$2M |
+$98.1M |
META, AMZN, MA, NVDA, AMD
|
13F-HR |
2/14/2024, 02:43 PM |
| Q3 2023 |
16 |
$836M |
+$156M |
-$175M |
-$19.1M |
META, AMZN, MA, NVDA, LLY
|
13F-HR |
11/14/2023, 03:02 PM |
| Q2 2023 |
15 |
$855M |
+$237M |
-$118M |
+$119M |
META, AMZN, MA, NFLX, NVDA
|
13F-HR |
8/14/2023, 02:26 PM |
| Q1 2023 |
15 |
$639M |
+$247M |
-$92.2M |
+$155M |
META, AMZN, MA, INTU, MELI
|
13F-HR |
5/15/2023, 04:06 PM |
| Q4 2022 |
13 |
$439M |
+$128M |
-$110M |
+$18.1M |
MA, AMZN, NKE, NFLX, GOOGL
|
13F-HR |
2/14/2023, 03:59 PM |
| Q3 2022 |
13 |
$402M |
+$152M |
-$48M |
+$104M |
AMZN, MA, NKE, UBER, OUT
|
13F-HR |
11/14/2022, 04:44 PM |
| Q2 2022 |
8 |
$351M |
+$90.5M |
-$117M |
-$26.2M |
AMZN, MA, PANW, NKE, OUT
|
13F-HR |
8/15/2022, 04:20 PM |
| Q1 2022 |
11 |
$577M |
$0 |
$0 |
|
AMZN, MA, PANW, CRM, EXPE
|
13F-HR |
5/16/2022, 04:28 PM |