| Q2 2024 |
46 |
$61.5M |
+$34.4M |
-$26.5M |
+$7.86M |
NVDA, META, QCOM, AMAT, MSFT
|
13F-HR |
7/30/2024, 03:04 PM |
| Q1 2024 |
46 |
$56.8M |
+$25.5M |
-$23.4M |
+$2.13M |
NVDA, MSFT, AVGO, DIS, NFLX
|
13F-HR |
4/30/2024, 10:20 AM |
| Q4 2023 |
39 |
$49.1M |
+$30.3M |
-$16.8M |
+$13.6M |
BAC, MSFT, KRE, IAU, IWM
|
13F-HR |
1/17/2024, 08:31 AM |
| Q3 2023 |
34 |
$32.9M |
+$13.9M |
-$21.2M |
-$7.24M |
NVDA, COP, MSFT, INTC, DELL
|
13F-HR |
10/19/2023, 10:13 AM |
| Q2 2023 |
43 |
$40.3M |
+$18.9M |
-$13.6M |
+$5.28M |
NVDA, TSLA, MSFT, JPM, IMGN
|
13F-HR |
7/17/2023, 02:37 PM |
| Q1 2023 |
30 |
$31.5M |
+$14.4M |
-$29.3M |
-$14.9M |
MSFT, AVGO, CRM, EEM, TSLA
|
13F-HR |
4/17/2023, 09:20 AM |
| Q4 2022 |
49 |
$45M |
+$28.8M |
-$14.6M |
+$14.2M |
GILD, MCHI, REGN, SMFG, XLU
|
13F-HR |
1/25/2023, 09:38 AM |
| Q3 2022 |
35 |
$30.5M |
+$12.2M |
-$36.8M |
-$24.6M |
GTLS, FSLR, PLUG, SPTS, REGN
|
13F-HR |
10/26/2022, 04:20 PM |
| Q2 2022 |
47 |
$57.9M |
+$39.4M |
-$19.4M |
+$19.9M |
MSFT, IGIB, TSLA, KWEB, IAU
|
13F-HR |
7/18/2022, 11:04 AM |
| Q1 2022 |
38 |
$45.4M |
+$20.9M |
-$31.5M |
-$10.7M |
TSLA, SQM, GTLS, PLUG, ASML
|
13F-HR |
4/12/2022, 02:35 PM |
| Q4 2021 |
51 |
$56.9M |
$0 |
$0 |
|
MSFT, CVS, TSLA, ANET, GOOGL
|
13F-HR |
2/7/2022, 01:49 PM |