| Q3 2024 |
66 |
$282M |
+$22.3M |
-$18.5M |
+$3.83M |
BLK, HUBB, KLAC, MSFT, PH
|
13F-HR |
10/10/2024, 11:27 AM |
| Q2 2024 |
61 |
$247M |
+$10.7M |
-$4.49M |
+$6.17M |
KLAC, MSFT, AAPL, BLK, PH
|
13F-HR |
7/31/2024, 04:44 PM |
| Q1 2024 |
58 |
$243M |
+$25.2M |
-$25.6M |
-$308K |
MSFT, PH, HUBB, KLAC, INTU
|
13F-HR |
5/3/2024, 10:03 AM |
| Q4 2023 |
56 |
$237M |
+$12.7M |
-$4.12M |
+$8.58M |
MSFT, KLAC, BLK, PH, ACN
|
13F-HR |
2/6/2024, 04:23 PM |
| Q3 2023 |
50 |
$197M |
+$26.7M |
-$23.9M |
+$2.84M |
MSFT, UNH, AAPL, KLAC, BLK
|
13F-HR |
10/30/2023, 09:47 AM |
| Q2 2023 |
45 |
$208M |
+$5.77M |
-$2.41M |
+$3.36M |
MSFT, AAPL, BLK, PH, KLAC
|
13F-HR |
7/31/2023, 11:14 AM |
| Q1 2023 |
38 |
$185M |
$0 |
$0 |
|
MSFT, AAPL, BLK, UNH, PH
|
13F-HR |
5/15/2023, 03:59 PM |