Q2 2024 |
13 |
$109M |
+$5.31M |
-$27.3M |
-$22M |
MSFT, TTD, MELI, GOOGL, META
|
13F-HR |
8/14/2024, 11:30 AM |
Q1 2024 |
12 |
$127M |
+$4.13M |
-$618K |
+$3.51M |
MSFT, META, MELI, TTD, MA
|
13F-HR |
5/15/2024, 09:37 AM |
Q4 2023 |
12 |
$114M |
$0 |
-$4.26M |
-$4.26M |
MELI, ZTS, MSFT, GOOGL, MA
|
13F-HR |
2/14/2024, 08:21 AM |
Q3 2023 |
13 |
$106M |
+$12.2M |
$0 |
+$12.2M |
ZTS, META, TTD, MELI, GOOGL
|
13F-HR |
11/14/2023, 09:01 AM |
Q2 2023 |
13 |
$95.6M |
+$5.91M |
-$965K |
+$4.95M |
ZTS, MSFT, TTD, META, MELI
|
13F-HR |
8/14/2023, 08:40 AM |
Q1 2023 |
13 |
$82.2M |
+$15.2M |
-$736K |
+$14.5M |
ZTS, MELI, MSFT, MA, GOOGL
|
13F-HR |
5/15/2023, 08:49 AM |
Q4 2022 |
14 |
$54.8M |
$0 |
-$574K |
-$574K |
ZTS, GOOGL, MA, MSFT, TMO
|
13F-HR |
2/14/2023, 08:57 AM |
Q3 2022 |
14 |
$56.7M |
+$9.42M |
$0 |
+$9.42M |
ZTS, GOOGL, TTD, MSFT, MA
|
13F-HR |
11/14/2022, 08:44 AM |
Q2 2022 |
14 |
$54.8M |
+$3.03M |
-$19.6M |
-$16.5M |
ZTS, GOOGL, MSFT, MA, TMO
|
13F-HR |
8/15/2022, 09:32 AM |
Q1 2022 |
14 |
$102M |
+$3.62M |
-$37.2M |
-$33.6M |
GOOGL, ZTS, MSFT, MELI, TTD
|
13F-HR |
5/16/2022, 08:13 AM |
Q4 2021 |
13 |
$165M |
$0 |
$0 |
|
ZTS, GOOGL, TTD, MSFT, ALGN
|
13F-HR |
2/14/2022, 09:06 AM |