Q3 2024 |
298 |
$2.34B |
+$179M |
-$121M |
+$58.5M |
AAPL, IBM, CSCO, META, HPQ
|
Restatement |
11/8/2024, 10:26 AM |
Q2 2024 |
293 |
$2.16B |
+$794M |
$0 |
+$794M |
AAPL, ADBE, GOOGL, KLAC, HPQ
|
13F-HR |
7/31/2024, 12:23 PM |
Q1 2024 |
75 |
$1.42B |
+$185M |
-$21.7M |
+$163M |
KLAC, IBM, META, ROP, MCHP
|
13F-HR |
5/7/2024, 10:50 AM |
Q4 2023 |
75 |
$1.15B |
+$122M |
-$620K |
+$122M |
INTC, KLAC, IBM, ADBE, ROP
|
13F-HR |
2/8/2024, 03:42 PM |
Q3 2023 |
74 |
$920M |
+$91.6M |
-$14.5M |
+$77.1M |
INTC, ADBE, IBM, ROP, CSCO
|
13F-HR |
11/8/2023, 12:30 PM |
Q2 2023 |
74 |
$865M |
+$132M |
-$97.6M |
+$33.9M |
AAPL, KLAC, ADBE, META, MCHP
|
13F-HR |
8/14/2023, 11:33 AM |
Q1 2023 |
71 |
$804M |
+$14.7M |
-$6.7M |
+$7.99M |
AAPL, CSCO, KLAC, INTC, HPQ
|
13F-HR |
5/12/2023, 05:08 PM |
Q4 2022 |
70 |
$767M |
$0 |
$0 |
|
KLAC, IBM, CSCO, INTC, HPQ
|
13F-HR |
2/15/2023, 02:22 PM |