Q3 2024 |
8 |
$143M |
+$14.5M |
-$4.45M |
+$10.1M |
BIO, SOLV, WAB, RTO, XRAY
|
13F-HR |
11/13/2024, 10:52 AM |
Q2 2024 |
7 |
$125M |
+$20.4M |
-$13.4M |
+$6.97M |
BIO, RTO, SOLV, WAB, BRCC
|
13F-HR |
8/13/2024, 04:58 PM |
Q1 2024 |
10 |
$124M |
+$15.8M |
-$20.5M |
-$4.78M |
BIO, RTO, WAB, BRCC, XRAY
|
13F-HR |
5/14/2024, 04:58 PM |
Q4 2023 |
9 |
$119M |
+$24.8M |
-$32.9M |
-$8.16M |
BIO, WAB, RTO, BRCC, DOCU
|
13F-HR |
2/13/2024, 03:12 PM |
Q3 2023 |
11 |
$129M |
+$29.9M |
-$50.9M |
-$21M |
WAB, RTO, BIO, CTLT, DOCU
|
13F-HR |
11/13/2023, 04:36 PM |
Q2 2023 |
12 |
$163M |
+$22.5M |
-$17.1M |
+$5.36M |
WAB, RTO, RTX, CTLT, DOCU
|
13F-HR |
8/11/2023, 09:59 AM |
Q1 2023 |
12 |
$163M |
+$11.3M |
-$22.1M |
-$10.9M |
RTO, WAB, RTX, PYPL, DOCU
|
13F-HR |
5/15/2023, 01:02 PM |
Q4 2022 |
12 |
$166M |
+$55.1M |
-$50.3M |
+$4.78M |
RTO, WAB, RTX, VSCO, WMG
|
13F-HR |
2/13/2023, 05:24 PM |
Q3 2022 |
14 |
$148M |
+$15.4M |
-$13.7M |
+$1.71M |
TMX, WAB, RTX, PYPL, VSCO
|
13F-HR |
11/14/2022, 02:59 PM |
Q2 2022 |
11 |
$151M |
$0 |
$0 |
|
TMX, WAB, RTX, OTIS, VVV
|
New Holdings |
9/2/2022, 11:54 AM |
Q2 2022 |
11 |
$151M |
+$17.6M |
-$15.7M |
+$1.92M |
TMX, WAB, RTX, OTIS, VVV
|
13F-HR |
8/12/2022, 04:18 PM |
Q1 2022 |
11 |
$185M |
$0 |
$0 |
|
TMX, WAB, VSCO, RTX, PGR
|
New Holdings |
9/2/2022, 11:51 AM |
Q1 2022 |
11 |
$185M |
+$54.1M |
-$34.5M |
+$19.6M |
TMX, WAB, VSCO, RTX, PGR
|
13F-HR |
5/13/2022, 09:25 AM |
Q4 2021 |
12 |
$176M |
$0 |
$0 |
|
WAB, PGR, FTCHF, TMX, VSCO
|
New Holdings |
9/2/2022, 11:47 AM |
Q4 2021 |
12 |
$176M |
$0 |
$0 |
|
WAB, PGR, FTCH, TMX, VSCO
|
13F-HR |
2/18/2022, 12:42 PM |