| Q2 2024 |
19 |
$569M |
+$80.7M |
-$58.9M |
+$21.8M |
UNH, TSM, ADI, DHR, AMZN
|
13F-HR |
8/14/2024, 01:34 PM |
| Q1 2024 |
19 |
$569M |
+$270M |
-$34.4M |
+$236M |
UNH, AMZN, PCOR, DHR, TSM
|
13F-HR |
5/15/2024, 09:13 AM |
| Q4 2023 |
20 |
$307M |
+$39.9M |
-$32.1M |
+$7.85M |
UNH, AMZN, TSM, LULU, AMD
|
13F-HR |
2/14/2024, 07:13 AM |
| Q3 2023 |
18 |
$261M |
+$51M |
-$30.8M |
+$20.2M |
UNH, GOOGL, AMZN, CDNS, DECK
|
13F-HR |
11/13/2023, 04:33 PM |
| Q2 2023 |
16 |
$247M |
+$19.1M |
-$71M |
-$51.9M |
UNH, DECK, SNOW, TMO, TSM
|
13F-HR |
8/11/2023, 04:24 PM |
| Q1 2023 |
21 |
$279M |
+$46.7M |
-$40.8M |
+$5.84M |
UNH, SNOW, TMO, AMD, V
|
13F-HR |
5/12/2023, 11:46 AM |
| Q4 2022 |
19 |
$247M |
$0 |
$0 |
|
UNH, SNOW, DECK, TMO, LULU
|
13F-HR |
2/13/2023, 12:56 PM |