Q1 2024 |
63 |
$97.3M |
+$9.35M |
-$30.8M |
-$21.5M |
MSFT, AMZN, DIS, GM, GOOGL
|
13F-HR |
4/15/2024, 09:47 AM |
Q4 2023 |
76 |
$112M |
+$17.3M |
-$26.2M |
-$8.86M |
GOOGL, AMZN, MSFT, MU, DIS
|
13F-HR |
1/16/2024, 10:44 AM |
Q3 2023 |
70 |
$108M |
+$12.9M |
-$19.9M |
-$7.04M |
MU, GOOGL, MSFT, APD, MBLY
|
13F-HR |
10/18/2023, 12:36 PM |
Q2 2023 |
72 |
$120M |
+$26.8M |
-$23.9M |
+$2.84M |
MU, APD, AMZN, MSFT, MDT
|
13F-HR |
7/12/2023, 08:48 AM |
Q1 2023 |
71 |
$111M |
+$25.9M |
-$21.9M |
+$4.07M |
MU, MSFT, MDT, EMR, NMG
|
13F-HR |
5/10/2023, 06:40 AM |
Q4 2022 |
73 |
$95.6M |
+$24.2M |
-$14.9M |
+$9.28M |
MSFT, ATVI, CNQ, MDT, NVDA
|
13F-HR |
2/14/2023, 01:51 PM |
Q3 2022 |
67 |
$84M |
+$13.1M |
-$11.8M |
+$1.36M |
MSFT, AMZN, MDT, ATVI, IBM
|
13F-HR |
10/19/2022, 11:41 AM |
Q2 2022 |
74 |
$88.2M |
+$22.1M |
-$31.9M |
-$9.8M |
MSFT, AAPL, MDT, IBM, AMZN
|
13F-HR |
7/25/2022, 09:58 AM |
Q1 2022 |
74 |
$126M |
$0 |
$0 |
|
MSFT, MDT, AMZN, IBM, APD
|
13F-HR |
4/20/2022, 08:33 AM |