Q4 2024 |
132 |
$1.45B |
+$48.4M |
-$98.6M |
-$50.2M |
AMZN, GOOG, META, CSCO, MSFT
|
13F-HR |
2/13/2025, 12:33 PM |
Q3 2024 |
129 |
$1.49B |
+$43M |
-$56.2M |
-$13.2M |
AMZN, GOOG, KLAC, META, CSCO
|
13F-HR |
11/12/2024, 04:01 PM |
Q2 2024 |
133 |
$1.51B |
+$48M |
-$19.6M |
+$28.3M |
AMZN, GOOG, KLAC, META, QCOM
|
13F-HR |
8/8/2024, 03:50 PM |
Q1 2024 |
134 |
$1.44B |
+$7.07M |
-$37.9M |
-$30.9M |
AMZN, KLAC, GOOG, META, CSCO
|
13F-HR |
5/10/2024, 12:55 PM |
Q4 2023 |
131 |
$1.32B |
+$43.6M |
-$65.9M |
-$22.4M |
AMZN, GOOG, KLAC, META, CSCO
|
13F-HR |
2/14/2024, 10:24 AM |
Q3 2023 |
136 |
$1.2B |
+$10.6M |
-$46.3M |
-$35.7M |
GOOG, AMZN, KLAC, CSCO, META
|
13F-HR |
11/13/2023, 10:07 AM |
Q2 2023 |
131 |
$1.25B |
+$2.33M |
-$90.5M |
-$88.2M |
AMZN, GOOG, KLAC, CSCO, META
|
13F-HR |
8/11/2023, 11:36 AM |
Q1 2023 |
135 |
$1.22B |
+$14.8M |
-$43.9M |
-$29.1M |
AMZN, GOOG, KLAC, CSCO, QCOM
|
13F-HR |
5/11/2023, 04:11 PM |
Q4 2022 |
142 |
$1.19B |
+$138M |
-$116M |
+$22.2M |
GOOG, KLAC, AMZN, CSCO, SCHW
|
13F-HR |
2/9/2023, 09:13 AM |
Q3 2022 |
132 |
$1.18B |
+$143M |
-$33.4M |
+$109M |
AMZN, GOOG, KLAC, CSCO, SCHW
|
13F-HR |
11/9/2022, 12:26 PM |
Q2 2022 |
129 |
$1.28B |
+$102M |
-$49M |
+$52.7M |
GOOG, AMZN, KLAC, CSCO, QCOM
|
13F-HR |
8/12/2022, 02:33 PM |
Q1 2022 |
138 |
$1.64B |
+$2.25M |
-$77.6M |
-$75.3M |
AMZN, GOOG, CSCO, KLAC, META
|
13F-HR |
5/12/2022, 04:48 PM |
Q4 2021 |
138 |
$1.88B |
+$32.7M |
-$61.3M |
-$28.6M |
AMZN, GOOG, KLAC, META, CSCO
|
13F-HR |
2/10/2022, 02:39 PM |
Q3 2021 |
132 |
$1.76B |
+$735K |
-$6.78M |
-$6.05M |
AMZN, GOOG, META, KLAC, CSCO
|
13F-HR |
11/12/2021, 06:31 AM |
Q2 2021 |
133 |
$1.77B |
+$90.2M |
-$137M |
-$47.1M |
AMZN, GOOG, META, KLAC, CSCO
|
13F-HR |
8/9/2021, 01:34 PM |
Q1 2021 |
135 |
$1.69B |
+$33.4M |
-$105M |
-$71.6M |
AMZN, GOOG, KLAC, META, CSCO
|
13F-HR |
5/13/2021, 10:11 AM |
Q4 2020 |
137 |
$1.65B |
+$44.6M |
-$79.4M |
-$34.8M |
AMZN, GOOG, KLAC, XLNX, META
|
13F-HR |
2/12/2021, 04:23 PM |
Q3 2020 |
131 |
$1.5B |
+$84.5M |
-$84.1M |
+$385K |
AMZN, GOOG, META, AAPL, KLAC
|
13F-HR |
11/13/2020, 09:08 AM |
Q2 2020 |
135 |
$1.49B |
+$49.7M |
-$54.1M |
-$4.34M |
AMZN, GOOG, KLAC, CSCO, META
|
13F-HR |
8/11/2020, 02:29 PM |
Q1 2020 |
130 |
$1.22B |
+$24.4M |
-$139M |
-$115M |
AMZN, GOOG, CSCO, KLAC, GOOGL
|
13F-HR |
5/15/2020, 09:34 AM |
Q4 2019 |
149 |
$1.7B |
+$35.2M |
-$95.9M |
-$60.7M |
AMZN, KLAC, GOOG, CSCO, GOOGL
|
13F-HR |
2/13/2020, 09:58 AM |
Q3 2019 |
145 |
$1.62B |
+$59.6M |
-$25.6M |
+$34M |
KLAC, AMZN, GOOG, CSCO, XLNX
|
13F-HR |
11/12/2019, 09:34 AM |
Q2 2019 |
149 |
$1.6B |
+$49.1M |
-$59.2M |
-$10.1M |
AMZN, CSCO, KLAC, GOOG, XLNX
|
13F-HR |
8/9/2019, 12:36 PM |
Q1 2019 |
154 |
$1.64B |
+$35.7M |
-$23.2M |
+$12.5M |
AMZN, CSCO, GOOG, XLNX, KLAC
|
13F-HR |
5/9/2019, 09:54 AM |
Q4 2018 |
152 |
$1.42B |
+$92.4M |
-$19.3M |
+$73M |
AMZN, CSCO, GOOG, KLAC, XLNX
|
13F-HR |
2/7/2019, 03:00 PM |
Q3 2018 |
162 |
$1.64B |
+$83.6M |
-$24.6M |
+$59M |
AMZN, CSCO, GOOG, KLAC, SCHW
|
13F-HR |
11/13/2018, 12:45 PM |
Q2 2018 |
156 |
$1.49B |
+$43M |
-$14.9M |
+$28.1M |
AMZN, GOOG, CSCO, KLAC, SCHW
|
13F-HR |
8/14/2018, 04:25 PM |
Q1 2018 |
157 |
$1.43B |
+$41.2M |
-$42.6M |
-$1.36M |
AMZN, CSCO, GOOG, KLAC, SCHW
|
13F-HR |
5/14/2018, 02:50 PM |
Q4 2017 |
153 |
$1.41B |
+$48M |
-$40.3M |
+$7.7M |
AMZN, GOOG, CSCO, SCHW, KLAC
|
13F-HR |
2/8/2018, 10:00 AM |
Q3 2017 |
158 |
$1.36B |
+$26.6M |
-$27.8M |
-$1.19M |
GOOG, AMZN, CSCO, KLAC, SCHW
|
13F-HR |
11/7/2017, 01:39 PM |
Q2 2017 |
161 |
$1.33B |
+$63M |
-$17.2M |
+$45.7M |
GOOG, AMZN, CSCO, SCHW, KLAC
|
13F-HR |
8/18/2017, 12:20 PM |
Q1 2017 |
164 |
$1.25B |
+$215M |
-$30.1M |
+$185M |
AMZN, CSCO, GOOG, KLAC, SCHW
|
13F-HR |
5/16/2017, 10:02 AM |
Q4 2016 |
166 |
$1.01B |
+$76.4M |
-$86.5M |
-$10.1M |
CSCO, AMZN, SCHW, GOOG, XLNX
|
13F-HR |
2/8/2017, 01:23 PM |
Q3 2016 |
163 |
$963M |
+$127M |
-$26.1M |
+$101M |
CSCO, AMZN, SCHW, GOOG, JPM
|
13F-HR |
11/9/2016, 08:10 AM |
Q2 2016 |
166 |
$833M |
+$23.5M |
-$22.6M |
+$918K |
CSCO, AMZN, AMGN, KLAC, SCHW
|
13F-HR |
8/9/2016, 11:50 AM |
Q1 2016 |
163 |
$817M |
+$38.4M |
-$7.01M |
+$31.3M |
CSCO, AMZN, AMGN, SCHW, KLAC
|
13F-HR |
5/19/2016, 09:18 AM |
Q4 2015 |
172 |
$839M |
+$114M |
-$33.5M |
+$80.9M |
CSCO, AMZN, SCHW, AMGN, JPM
|
13F-HR |
2/8/2016, 11:01 AM |
Q3 2015 |
157 |
$754M |
+$25.2M |
-$34.1M |
-$8.9M |
CSCO, AMZN, SCHW, AMGN, JPM
|
13F-HR |
11/16/2015, 03:26 PM |
Q2 2015 |
173 |
$821M |
+$20.5M |
-$17.3M |
+$3.24M |
CSCO, SCHW, AMGN, JPM, AMZN
|
13F-HR |
8/11/2015, 10:43 AM |
Q1 2015 |
179 |
$831M |
+$44.4M |
-$31.6M |
+$12.7M |
CSCO, AMGN, SCHW, BCR, JPM
|
13F-HR |
5/11/2015, 10:03 AM |
Q4 2014 |
185 |
$836M |
+$17.9M |
-$16.1M |
+$1.81M |
CSCO, AMGN, SCHW, JPM, BCR
|
13F-HR |
2/9/2015, 10:27 AM |
Q3 2014 |
182 |
$811M |
+$20.4M |
-$21.3M |
-$897K |
CSCO, SCHW, KLAC, AMGN, JPM
|
13F-HR |
12/16/2014, 04:28 PM |
Q2 2014 |
176 |
$819M |
+$45.8M |
-$19.1M |
+$26.8M |
CSCO, KLAC, SCHW, JPM, AMGN
|
13F-HR |
8/26/2014, 02:35 PM |
Q1 2014 |
179 |
$808M |
+$63.6M |
-$133M |
-$69.8M |
GOOGXXXX, CSCO, SCHW, KLAC, JPM
|
13F-HR |
6/3/2014, 09:43 AM |
Q4 2013 |
177 |
$925M |
|
|
|
GOOGLXXXX, CSCO, SCHW, JPM, AMZN
|
13F-HR |
3/4/2014, 10:28 AM |