| Q3 2025 |
299 |
$653M |
+$87.9M |
-$90.1M |
-$2.25M |
KTOS, STRL, AMSC, TSEM, INSM
|
13F-HR |
11/6/2025, 09:54 AM |
| Q2 2025 |
298 |
$550M |
+$61.6M |
-$90.9M |
-$29.3M |
KTOS, AMSC, STRL, DRS, AVPT
|
13F-HR |
8/12/2025, 03:59 PM |
| Q1 2025 |
303 |
$479M |
+$51.3M |
-$75.9M |
-$24.5M |
HCI, KTOS, DRS, AAPL, NEE
|
13F-HR |
5/7/2025, 04:46 PM |
| Q4 2024 |
307 |
$556M |
+$41.5M |
-$88.5M |
-$47M |
PRIM, AMSC, AAPL, KTOS, HCI
|
13F-HR |
2/7/2025, 01:38 PM |
| Q3 2024 |
302 |
$574M |
+$68.2M |
-$83.9M |
-$15.7M |
AMSC, DRS, AAPL, HCI, NEE
|
13F-HR |
10/10/2024, 05:15 PM |
| Q2 2024 |
302 |
$535M |
+$110M |
-$86.9M |
+$23M |
AMSC, AAPL, MSFT, DRS, NEE
|
13F-HR |
8/12/2024, 02:00 PM |
| Q1 2024 |
300 |
$491M |
+$60.3M |
-$110M |
-$49.7M |
MSFT, AAPL, HCI, NEE, CRM
|
13F-HR |
5/3/2024, 03:57 PM |
| Q4 2023 |
313 |
$502M |
+$45.6M |
-$213M |
-$168M |
STRL, AAPL, HCI, MSFT, CRM
|
13F-HR |
2/7/2024, 06:26 PM |
| Q3 2023 |
411 |
$613M |
+$104M |
-$148M |
-$44.2M |
AAPL, STRL, MSFT, HCI, PRIM
|
13F-HR |
11/9/2023, 02:24 PM |
| Q2 2023 |
424 |
$716M |
+$130M |
-$131M |
-$965K |
AAPL, STRL, MSFT, DGII, HCI
|
13F-HR |
8/14/2023, 09:12 AM |
| Q1 2023 |
385 |
$688M |
+$111M |
-$49.8M |
+$61.2M |
AAPL, MSFT, STKL, STRL, CSTL
|
13F-HR |
5/4/2023, 04:49 PM |
| Q4 2022 |
394 |
$642M |
+$81.9M |
-$46.1M |
+$35.8M |
AAPL, MSFT, DGII, STKL, CSTL
|
13F-HR |
2/2/2023, 04:58 PM |
| Q3 2022 |
410 |
$623M |
+$72.8M |
-$33.3M |
+$39.4M |
AAPL, STKL, DGII, MSFT, CSTL
|
13F-HR |
11/14/2022, 11:17 AM |
| Q2 2022 |
422 |
$619M |
+$85.9M |
-$54.1M |
+$31.8M |
AAPL, MSFT, GNRC, DGII, HCI
|
13F-HR |
8/11/2022, 05:42 PM |
| Q1 2022 |
387 |
$800M |
+$95.3M |
-$56.5M |
+$38.8M |
AAPL, MSFT, ASPN, TNDM, NEM
|
13F-HR |
5/9/2022, 02:37 PM |
| Q4 2021 |
401 |
$873M |
+$120M |
-$41.5M |
+$79M |
AAPL, MSFT, AMZN, ASPN, TNDM
|
13F-HR |
2/10/2022, 03:17 PM |
| Q3 2021 |
416 |
$815M |
+$73.7M |
-$95.9M |
-$22.2M |
ASPN, MSFT, AMZN, AAPL, ALB
|
13F-HR |
11/9/2021, 02:29 PM |
| Q2 2021 |
415 |
$860M |
+$129M |
-$155M |
-$25.8M |
AMZN, ASPN, MSFT, AAPL, RUN
|
13F-HR |
8/12/2021, 11:48 AM |
| Q1 2021 |
441 |
$820M |
+$135M |
-$190M |
-$55.2M |
AMZN, AAPL, MSFT, RUN, COWN
|
13F-HR |
5/12/2021, 04:54 PM |
| Q4 2020 |
474 |
$805M |
+$144M |
-$114M |
+$30.3M |
AMZN, RUN, AAPL, MSFT, PEP
|
13F-HR |
2/12/2021, 03:52 PM |
| Q3 2020 |
472 |
$697M |
+$125M |
-$82.3M |
+$43.1M |
VSLR, AMZN, MSFT, AAPL, VRTX
|
13F-HR |
11/10/2020, 05:54 PM |
| Q2 2020 |
415 |
$610M |
+$114M |
-$121M |
-$7.5M |
AMZN, MSFT, AAPL, NFLX, VRTX
|
13F-HR |
8/4/2020, 04:07 PM |
| Q1 2020 |
385 |
$494M |
+$90.7M |
-$98.4M |
-$7.72M |
AMZN, MSFT, AAPL, VRTX, BABA
|
13F-HR |
5/1/2020, 06:35 PM |
| Q4 2019 |
469 |
$813M |
+$191M |
-$63.3M |
+$127M |
DIS, AMZN, MSFT, BABA, AAPL
|
13F-HR |
2/10/2020, 11:18 AM |
| Q3 2019 |
459 |
$692M |
+$144M |
-$61.2M |
+$82.9M |
DIS, MSFT, AMZN, HD, RTN
|
13F-HR |
10/22/2019, 04:45 PM |
| Q2 2019 |
471 |
$729M |
+$173M |
-$85.1M |
+$87.6M |
IIPR, AMZN, DIS, MSFT, HD
|
13F-HR |
8/15/2019, 10:47 AM |
| Q1 2019 |
477 |
$677M |
+$121M |
-$118M |
+$2.15M |
IIPR, PANW, AMZN, CGC, AEM
|
13F-HR |
5/14/2019, 09:05 PM |
| Q4 2018 |
472 |
$637M |
|
|
|
AMZN, PANW, MSFT, HD, AEM
|
New Holdings |
2/7/2019, 12:56 PM |
| Q4 2018 |
472 |
$637M |
+$149M |
-$100M |
+$48.9M |
AMZN, PANW, MSFT, HD, AEM
|
13F-HR |
2/6/2019, 10:38 AM |
| Q3 2018 |
397 |
$850M |
+$132M |
-$50.1M |
+$82M |
AMZN, PANW, BIIB, RTN, HD
|
13F-HR |
10/16/2018, 10:22 AM |
| Q2 2018 |
393 |
$795M |
+$112M |
-$72.4M |
+$39.2M |
AMZN, PANW, RTN, HD, GOOG
|
13F-HR |
7/17/2018, 04:18 PM |
| Q1 2018 |
367 |
$761M |
+$88.9M |
-$68.2M |
+$20.7M |
AMZN, MS, PANW, RTN, HD
|
13F-HR |
4/26/2018, 03:41 PM |
| Q4 2017 |
355 |
$758M |
+$114M |
-$58.8M |
+$55.3M |
AMZN, MS, HD, PANW, GOOG
|
13F-HR |
2/5/2018, 01:05 PM |
| Q3 2017 |
351 |
$735M |
+$113M |
-$61.8M |
+$50.8M |
AMZN, CELG, AAPL, MS, BABA
|
13F-HR |
10/30/2017, 04:07 PM |
| Q2 2017 |
340 |
$699M |
+$125M |
-$20.1M |
+$105M |
AMZN, AAPL, CELG, MS, PANW
|
13F-HR |
7/28/2017, 04:41 PM |
| Q1 2017 |
345 |
$637M |
+$121M |
-$80.9M |
+$40.1M |
AMZN, AAPL, CELG, MS, CYBR
|
13F-HR |
4/27/2017, 02:30 PM |
| Q4 2016 |
339 |
$607M |
+$131M |
-$67.8M |
+$62.7M |
AMZN, AAPL, CELG, MS, CYBR
|
13F-HR |
2/8/2017, 06:55 AM |
| Q3 2016 |
330 |
$620M |
+$139M |
-$103M |
+$35.6M |
AMZN, AAPL, PANW, CELG, GOOG
|
13F-HR |
11/1/2016, 02:36 PM |
| Q2 2016 |
314 |
$601M |
+$117M |
-$56.1M |
+$60.7M |
AMZN, AEM, BMY, GOLD, CYBR
|
13F-HR |
7/27/2016, 12:09 PM |
| Q1 2016 |
312 |
$584M |
+$88.3M |
-$46.6M |
+$41.7M |
AMZN, FSLR, BMY, AEM, PANW
|
13F-HR |
5/9/2016, 11:59 AM |
| Q4 2015 |
309 |
$640M |
+$123M |
-$62.8M |
+$60.1M |
AMZN, PANW, FSLR, BMY, META
|
13F-HR |
1/26/2016, 01:03 PM |
| Q3 2015 |
317 |
$609M |
+$113M |
-$39.8M |
+$73.4M |
PANW, AMZN, JBLU, GILD, META
|
13F-HR |
11/4/2015, 02:40 PM |
| Q2 2015 |
310 |
$662M |
+$120M |
-$68.3M |
+$51.9M |
PANW, AAPL, BMY, DIS, GILD
|
13F-HR |
7/28/2015, 04:53 PM |
| Q1 2015 |
315 |
$715M |
+$128M |
-$71.4M |
+$56.2M |
PANW, WT, AAPL, BMY, GILD
|
13F-HR |
5/6/2015, 06:18 AM |
| Q4 2014 |
332 |
$687M |
+$96.6M |
-$56M |
+$40.6M |
GILD, CELG, JBLU, PANW, AAPL
|
13F-HR |
1/27/2015, 10:25 AM |
| Q3 2014 |
355 |
$653M |
+$134M |
-$61.8M |
+$72.7M |
GILD, CELG, META, SLB, PANW
|
13F-HR |
10/29/2014, 08:44 AM |
| Q2 2014 |
354 |
$679M |
+$173M |
-$80.9M |
+$92.1M |
GILD, CELG, AAPL, SLB, HAL
|
13F-HR |
7/23/2014, 12:53 PM |
| Q1 2014 |
344 |
$687M |
+$122M |
-$83.7M |
+$38.5M |
GILD, YHOO, GOOGLXXXX, CELG, AAPL
|
13F-HR |
4/28/2014, 10:29 AM |
| Q4 2013 |
360 |
$707M |
|
|
|
GILD, GOOGLXXXX, CELG, AAPL, WT
|
13F-HR |
1/28/2014, 09:05 AM |