| Q2 2024 |
137 |
$2.45B |
+$269M |
-$132M |
+$137M |
NVDA, SNPS, NOW, CRWD, NVT
|
13F-HR |
8/13/2024, 04:03 PM |
| Q1 2024 |
140 |
$2.41B |
+$191M |
-$281M |
-$89.3M |
NVDA, NVT, SNPS, NOW, CRWD
|
13F-HR |
5/13/2024, 04:04 PM |
| Q4 2023 |
140 |
$2.28B |
+$163M |
-$218M |
-$54.7M |
NOW, CRWD, SPLK, NVT, SNPS
|
13F-HR |
2/13/2024, 04:04 PM |
| Q3 2023 |
138 |
$2.03B |
+$134M |
-$119M |
+$15.3M |
SPLK, CRWD, NOW, NVT, SNPS
|
13F-HR |
11/14/2023, 06:43 AM |
| Q2 2023 |
135 |
$2.09B |
+$224M |
-$125M |
+$98.8M |
NOW, NVT, SPLK, STE, CRWD
|
13F-HR |
8/11/2023, 04:14 PM |
| Q1 2023 |
143 |
$1.84B |
+$137M |
-$123M |
+$14.5M |
TMO, CLH, NOW, SPLK, STE
|
13F-HR |
5/12/2023, 04:08 PM |
| Q4 2022 |
141 |
$1.65B |
$0 |
$0 |
|
TMO, JCI, SPLK, STE, CLH
|
13F-HR |
2/13/2023, 04:54 PM |