Q4 2024 |
83 |
$34.8B |
+$2.39B |
-$5.4B |
-$3.02B |
NFLX, NVDA, ASML, V, LLY
|
13F-HR |
2/13/2025, 08:05 AM |
Q3 2024 |
78 |
$37.1B |
+$2.32B |
-$2.36B |
-$38.8M |
NFLX, MSFT, NOW, UBER, NVDA
|
13F-HR |
11/12/2024, 08:10 AM |
Q2 2024 |
80 |
$36.9B |
+$5.24B |
-$1.51B |
+$3.73B |
NFLX, MSFT, ASML, V, LLY
|
13F-HR |
8/13/2024, 10:14 AM |
Q1 2024 |
79 |
$37.2B |
+$3B |
-$5.2B |
-$2.2B |
NVDA, NFLX, V, ASML, INTU
|
13F-HR |
5/14/2024, 10:19 AM |
Q4 2023 |
79 |
$34.6B |
+$1.85B |
-$2.73B |
-$877M |
NVDA, V, INTU, NFLX, NOW
|
13F-HR |
2/13/2024, 10:01 AM |
Q3 2023 |
84 |
$30.6B |
+$1.05B |
-$1.64B |
-$595M |
V, NVDA, INTU, NFLX, ADBE
|
13F-HR |
11/13/2023, 10:23 AM |
Q2 2023 |
82 |
$33B |
+$1.05B |
-$2.43B |
-$1.39B |
V, NVDA, NFLX, MSFT, NOW
|
13F-HR |
8/11/2023, 10:24 AM |
Q1 2023 |
83 |
$31.2B |
+$2.24B |
-$3.66B |
-$1.42B |
NVDA, V, NFLX, INTU, ASML
|
13F-HR |
5/12/2023, 10:49 AM |
Q4 2022 |
83 |
$28.1B |
+$1.01B |
-$4.22B |
-$3.21B |
V, ISRG, NVDA, DHR, EL
|
13F-HR |
2/13/2023, 05:07 AM |
Q3 2022 |
80 |
$28.7B |
+$914M |
-$2.93B |
-$2.02B |
V, DHR, INTU, CMG, NVDA
|
13F-HR |
11/10/2022, 03:18 PM |
Q2 2022 |
77 |
$33.9B |
+$2.9B |
-$4.44B |
-$1.54B |
V, MSFT, NOW, EL, DHR
|
13F-HR |
8/12/2022, 10:01 AM |
Q1 2022 |
84 |
$49.9B |
+$4.52B |
-$3.18B |
+$1.34B |
V, NVDA, ILMN, SNAP, ISRG
|
13F-HR |
5/11/2022, 10:24 AM |
Q4 2021 |
85 |
$60.9B |
+$3.38B |
-$3.7B |
-$317M |
V, SNAP, ILMN, NVDA, INTU
|
13F-HR |
2/11/2022, 09:07 AM |
Q3 2021 |
83 |
$56.7B |
+$539M |
-$404M |
+$135M |
SNAP, V, NVDA, PYPL, ALGN
|
13F-HR |
11/12/2021, 09:31 AM |
Q2 2021 |
81 |
$55.5B |
+$1.43B |
-$1.46B |
-$28M |
SNAP, V, PYPL, INTU, META
|
13F-HR |
8/12/2021, 04:57 PM |
Q1 2021 |
83 |
$50.5B |
+$2.76B |
-$3.53B |
-$769M |
V, PYPL, NVDA, META, SNAP
|
13F-HR |
5/13/2021, 09:10 AM |
Q4 2020 |
81 |
$50.4B |
+$2.97B |
-$4.09B |
-$1.13B |
PYPL, SNAP, V, NVDA, ISRG
|
13F-HR |
2/12/2021, 08:12 AM |
Q3 2020 |
77 |
$45.5B |
+$3.14B |
-$3.36B |
-$219M |
PYPL, V, NVDA, META, AMT
|
13F-HR |
11/12/2020, 08:14 AM |
Q2 2020 |
76 |
$41.4B |
+$2.33B |
-$308M |
+$2.02B |
PYPL, V, AMT, META, NVDA
|
13F-HR |
8/12/2020, 08:17 AM |
Q1 2020 |
79 |
$30.1B |
+$2.12B |
-$1.25B |
+$875M |
V, AMT, EQIX, GOOGL, PYPL
|
13F-HR |
5/13/2020, 12:21 PM |
Q4 2019 |
84 |
$33.5B |
+$296M |
-$233M |
+$63.1M |
V, EQIX, AMT, GOOGL, PYPL
|
13F-HR |
2/13/2020, 07:15 PM |
Q3 2019 |
64 |
$30.5B |
+$2.16B |
-$1.29B |
+$863M |
V, EQIX, AMT, GOOGL, PYPL
|
13F-HR |
11/12/2019, 06:24 AM |
Q2 2019 |
64 |
$30.4B |
+$1.17B |
-$163M |
+$1B |
V, PYPL, EQIX, AMT, GOOGL
|
13F-HR |
8/12/2019, 09:24 AM |
Q1 2019 |
65 |
$28.6B |
+$2.2B |
-$1.85B |
+$350M |
V, PYPL, AMT, GOOGL, EQIX
|
13F-HR |
5/13/2019, 09:35 AM |
Q4 2018 |
72 |
$24.3B |
+$1.75B |
-$2.5B |
-$748M |
V, AMT, PYPL, GOOGL, CME
|
13F-HR |
2/13/2019, 01:44 PM |
Q3 2018 |
73 |
$29.9B |
+$1.68B |
-$1.16B |
+$522M |
V, AMZN, GOOGL, ILMN, NVDA
|
13F-HR |
11/13/2018, 08:51 AM |
Q2 2018 |
72 |
$27.5B |
+$1.27B |
-$64.9M |
+$1.21B |
V, AMZN, META, CTSH, BKNG
|
13F-HR |
8/10/2018, 09:25 AM |
Q1 2018 |
71 |
$25.1B |
+$2.46B |
-$394M |
+$2.07B |
V, AMZN, CTSH, BKNG, META
|
13F-HR |
5/11/2018, 09:31 AM |
Q4 2017 |
82 |
$23B |
+$714M |
-$363M |
+$351M |
V, AMZN, META, CTSH, PCLN
|
13F-HR |
2/13/2018, 07:55 AM |
Q3 2017 |
78 |
$20.7B |
+$897M |
-$741M |
+$157M |
CELG, V, META, CTSH, AMZN
|
13F-HR |
11/13/2017, 09:00 AM |
Q2 2017 |
79 |
$20.4B |
+$1.23B |
-$281M |
+$952M |
AMZN, CELG, V, PCLN, META
|
13F-HR |
8/11/2017, 09:09 AM |
Q1 2017 |
81 |
$17.9B |
+$983M |
-$310M |
+$673M |
AMZN, CELG, V, ILMN, PCLN
|
13F-HR |
5/12/2017, 09:57 AM |
Q4 2016 |
84 |
$15.2B |
+$1.09B |
-$895M |
+$197M |
CELG, AMZN, V, ILMN, PCLN
|
13F-HR |
2/10/2017, 08:35 AM |
Q3 2016 |
92 |
$15.2B |
+$2.05B |
-$6.08M |
+$2.04B |
AMZN, CELG, V, ILMN, META
|
13F-HR |
11/14/2016, 09:25 AM |
Q2 2016 |
78 |
$13.6B |
+$872M |
-$366M |
+$506M |
AMZN, CELG, V, AMT, ILMN
|
13F-HR |
8/11/2016, 09:21 AM |
Q1 2016 |
73 |
$13.9B |
+$1.57B |
-$627M |
+$948M |
CELG, V, ILMN, AMZN, CTSH
|
13F-HR |
5/9/2016, 02:45 PM |
Q4 2015 |
80 |
$13.5B |
+$2.39B |
-$710M |
+$1.68B |
CELG, ILMN, V, AMZN, BFH
|
13F-HR |
2/10/2016, 01:51 PM |
Q3 2015 |
78 |
$11.8B |
+$816M |
-$529M |
+$287M |
CELG, GILD, CTSH, V, AMZN
|
13F-HR |
11/9/2015, 06:04 PM |
Q2 2015 |
77 |
$12B |
+$1.2B |
-$177M |
+$1.03B |
CELG, GILD, ILMN, CTSH, AMZN
|
13F-HR |
8/7/2015, 02:24 PM |
Q1 2015 |
75 |
$11.2B |
+$1.98B |
-$346M |
+$1.63B |
CELG, GILD, CTSH, ILMN, V
|
13F-HR |
5/6/2015, 03:32 PM |
Q4 2014 |
79 |
$10.9B |
+$1.02B |
-$311M |
+$707M |
CELG, GILD, V, ILMN, CTSH
|
13F-HR |
2/6/2015, 08:46 AM |
Q3 2014 |
77 |
$9.97B |
+$815M |
-$440M |
+$376M |
CELG, GILD, ILMN, AMZN, V
|
13F-HR |
11/10/2014, 12:48 PM |
Q2 2014 |
81 |
$9.86B |
+$1.57B |
-$835M |
+$739M |
CELG, GILD, ILMN, CTSH, V
|
13F-HR |
8/8/2014, 11:32 AM |
Q1 2014 |
81 |
$9.39B |
+$1.59B |
-$538M |
+$1.05B |
GILD, GOOGLXXXX, CELG, V, ISRG
|
13F-HR |
5/12/2014, 10:24 AM |
Q4 2013 |
80 |
$8.94B |
|
|
|
GILD, CELG, GOOGLXXXX, V, CTSH
|
13F-HR |
2/11/2014, 08:20 AM |