Q3 2024 |
48 |
$721M |
+$278M |
-$163M |
+$115M |
SCCO, AMAT, WMT, VKTX, CRWD
|
13F-HR |
10/21/2024, 11:48 AM |
Q2 2024 |
41 |
$615M |
+$64.3M |
-$74.7M |
-$10.4M |
SCCO, GOOG, CRWD, TDW, NVDA
|
13F-HR |
7/19/2024, 10:44 AM |
Q1 2024 |
37 |
$648M |
+$273M |
-$101M |
+$172M |
SCCO, GOOG, VKTX, META, NVDA
|
13F-HR |
5/7/2024, 02:08 PM |
Q4 2023 |
31 |
$439M |
+$196M |
-$112M |
+$84.7M |
SCCO, TJX, CYTK, CRWD, GOOG
|
13F-HR |
4/10/2024, 07:07 AM |
Q3 2023 |
25 |
$317M |
+$7.05M |
-$34.8M |
-$27.7M |
TJX, LLY, GOOG, GFS, ADBE
|
13F-HR |
5/17/2024, 02:15 PM |
Q2 2023 |
27 |
$345M |
+$78.5M |
-$33.1M |
+$45.5M |
TJX, GFS, LLY, FCX, GOOG
|
13F-HR |
5/17/2024, 02:13 PM |
Q1 2023 |
25 |
$283M |
+$156M |
-$100M |
+$55.2M |
GFS, TJX, AAPL, FCX, MSFT
|
13F-HR |
5/17/2024, 02:10 PM |
Q4 2022 |
20 |
$230M |
+$2.78M |
-$10.3M |
-$7.54M |
BRKB, FCX, VRTX, JPM, TJX
|
13F-HR |
5/17/2024, 02:07 PM |
Q3 2022 |
21 |
$212M |
+$133M |
-$81.5M |
+$51M |
BRKB, VRTX, FCX, WMT, JPM
|
13F-HR |
5/17/2024, 02:02 PM |
Q2 2022 |
13 |
$165M |
+$320K |
-$11.6M |
-$11.3M |
FCX, GOOG, GM, TJX, JPM
|
13F-HR |
5/17/2024, 01:59 PM |
Q1 2022 |
13 |
$230M |
+$37.1M |
-$132M |
-$94.9M |
FCX, GOOG, GM, TJX, JPM
|
13F-HR |
5/17/2024, 01:55 PM |
Q4 2021 |
19 |
$332M |
+$1.19M |
-$21.5M |
-$20.3M |
FCX, GM, FI, GOOG, TJX
|
13F-HR |
5/17/2024, 01:51 PM |
Q3 2021 |
21 |
$349M |
+$30.9M |
-$14.5M |
+$16.4M |
FCX, FI, GM, PYPL, GOOG
|
13F-HR |
5/17/2024, 01:48 PM |
Q2 2021 |
20 |
$357M |
+$29.5M |
-$17.4M |
+$12.1M |
FCX, GM, PYPL, GOOG, TJX
|
13F-HR |
5/17/2024, 01:44 PM |
Q1 2021 |
20 |
$334M |
+$103M |
-$2.26M |
+$100M |
FCX, GM, PYPL, SAGE, KOD
|
13F-HR |
5/17/2024, 01:41 PM |
Q4 2020 |
10 |
$223M |
+$20.6M |
-$43.7M |
-$23.1M |
FCX, KOD, SAGE, PYPL, DCPH
|
13F-HR |
5/17/2024, 01:38 PM |
Q3 2020 |
10 |
$184M |
+$14.2M |
-$25.2M |
-$10.9M |
FCX, PYPL, UPWK, SAGE, DCPH
|
13F-HR |
5/17/2024, 01:34 PM |
Q2 2020 |
15 |
$170M |
+$61.7M |
-$23.3M |
+$38.4M |
FCX, DCPH, PYPL, SNX, UPWK
|
13F-HR |
5/17/2024, 01:30 PM |
Q1 2020 |
8 |
$91M |
+$19.9M |
-$15.3M |
+$4.61M |
GOOG, VRTX, DCPH, PYPL, SNX
|
13F-HR |
5/17/2024, 01:26 PM |
Q4 2019 |
8 |
$115M |
$0 |
$0 |
|
GOOG, FCX, SNX, GLUU, SAGE
|
13F-HR |
5/17/2024, 01:19 PM |