| Q2 2024 |
193 |
$802M |
+$578M |
-$11.6M |
+$566M |
MSFT, AMZN, GOOGL, BRKB, V
|
13F-HR |
8/7/2024, 10:22 AM |
| Q1 2024 |
124 |
$240M |
+$44.4M |
-$55.1M |
-$10.7M |
MSFT, GOOGL, BRKB, LLY, AMZN
|
13F-HR |
5/14/2024, 10:25 AM |
| Q4 2023 |
111 |
$233M |
+$24.6M |
-$21.3M |
+$3.22M |
MSFT, GOOGL, V, BRKB, LLY
|
13F-HR |
2/6/2024, 09:08 AM |
| Q3 2023 |
106 |
$206M |
+$36.3M |
-$42.8M |
-$6.55M |
GOOGL, MSFT, BRKB, AAPL, V
|
13F-HR |
11/6/2023, 09:08 AM |
| Q2 2023 |
116 |
$218M |
+$27.5M |
-$64.3M |
-$36.8M |
MSFT, GOOGL, AAPL, AMZN, BRKB
|
13F-HR |
7/27/2023, 08:59 AM |
| Q1 2023 |
139 |
$235M |
+$55M |
-$64M |
-$8.95M |
MSFT, GOOGL, AAPL, BRKB, AMZN
|
13F-HR |
4/20/2023, 10:00 AM |
| Q4 2022 |
130 |
$232M |
+$18.8M |
-$15.2M |
+$3.62M |
UNH, MSFT, LLY, GOOGL, DHR
|
13F-HR |
2/9/2023, 08:20 AM |
| Q3 2022 |
122 |
$213M |
+$27.4M |
-$423M |
-$395M |
MSFT, UNH, GOOGL, WM, LLY
|
13F-HR |
10/19/2022, 08:16 AM |
| Q2 2022 |
178 |
$682M |
+$181M |
-$78.3M |
+$103M |
MSFT, AAPL, GOOGL, LLY, TSLA
|
13F-HR |
8/3/2022, 09:03 AM |
| Q1 2022 |
201 |
$751M |
+$474M |
-$33.9M |
+$440M |
MSFT, AAPL, GOOGL, TSLA, NVDA
|
13F-HR |
5/11/2022, 09:08 AM |
| Q4 2021 |
174 |
$347M |
$0 |
$0 |
|
GOOGL, MSFT, HD, ACN, JPM
|
13F-HR |
5/3/2022, 10:51 AM |