Q3 2024 |
112 |
$183M |
+$31.9M |
-$32.7M |
-$818K |
MSFT, MOAT, NVDA, AAPL, AMZN
|
13F-HR |
10/28/2024, 05:28 PM |
Q2 2024 |
111 |
$183M |
+$32.2M |
-$11.3M |
+$20.9M |
MSFT, NVDA, CRWD, MOAT, GSBD
|
13F-HR |
8/2/2024, 02:12 PM |
Q1 2024 |
103 |
$170M |
+$22.7M |
-$18.9M |
+$3.79M |
MSFT, NVDA, SNOW, MDB, MOAT
|
13F-HR |
5/3/2024, 10:27 AM |
Q4 2023 |
92 |
$155M |
+$11M |
-$16.7M |
-$5.69M |
MSFT, MDB, GSBD, CRWD, SNOW
|
13F-HR |
2/5/2024, 12:38 PM |
Q3 2023 |
90 |
$141M |
+$12.5M |
-$23.8M |
-$11.2M |
MSFT, GSBD, MDB, MOAT, SNOW
|
13F-HR |
10/24/2023, 04:24 PM |
Q2 2023 |
99 |
$159M |
+$21.2M |
-$23.7M |
-$2.46M |
MSFT, GSBD, MDB, SNOW, MOAT
|
13F-HR |
8/1/2023, 01:35 PM |
Q1 2023 |
97 |
$146M |
+$19.1M |
-$15.1M |
+$3.98M |
MSFT, GSBD, IBB, MOAT, AAPL
|
13F-HR |
5/15/2023, 10:11 AM |
Q4 2022 |
98 |
$129M |
+$15.5M |
-$26.2M |
-$10.7M |
GSBD, MSFT, IBB, MOAT, GFGF
|
13F-HR |
2/13/2023, 11:12 AM |
Q3 2022 |
109 |
$139M |
+$16.7M |
-$22.5M |
-$5.79M |
GSBD, MSFT, AAPL, ADBE, IBB
|
13F-HR |
11/14/2022, 12:23 PM |
Q2 2022 |
115 |
$157M |
+$26.7M |
-$67M |
-$40.2M |
GSBD, MSFT, ADBE, AAPL, IBB
|
13F-HR |
8/11/2022, 12:07 PM |
Q1 2022 |
244 |
$242M |
+$76.1M |
-$60.3M |
+$15.9M |
MSFT, GSBD, ADBE, DIS, AAPL
|
13F-HR |
4/12/2022, 11:56 AM |
Q4 2021 |
138 |
$258M |
$0 |
$0 |
|
MSFT, FANG, ADBE, AAPL, SQ
|
13F-HR |
2/14/2022, 06:40 PM |