Q4 2018 |
114 |
$257M |
+$40.8M |
-$38.8M |
+$2.01M |
CCI, MA, AMZN, EPR, VTR
|
13F-HR |
2/11/2019, 08:56 PM |
Q3 2018 |
150 |
$391M |
+$61M |
-$14.9M |
+$46.1M |
AMZN, MA, CCI, TTD, EPR
|
13F-HR |
11/13/2018, 02:21 PM |
Q2 2018 |
138 |
$350M |
+$56.3M |
-$146M |
-$90.1M |
AMZN, MA, CCI, TTD, AXGN
|
13F-HR |
7/12/2018, 01:23 PM |
Q1 2018 |
222 |
$783M |
+$162M |
-$75.4M |
+$86.7M |
MSFT, GOOG, AAPL, AMZN, MA
|
13F-HR |
5/15/2018, 02:22 PM |
Q4 2017 |
216 |
$754M |
+$85.5M |
-$83.9M |
+$1.63M |
MSFT, GOOG, AAPL, GOOGL, JNJ
|
13F-HR |
2/12/2018, 01:58 PM |
Q3 2017 |
240 |
$759M |
+$67.3M |
-$81.7M |
-$14.5M |
GOOG, MSFT, AAPL, MA, UNH
|
13F-HR |
11/7/2017, 05:55 PM |
Q2 2017 |
243 |
$784M |
+$87.7M |
-$76.6M |
+$11.1M |
GOOG, MSFT, AAPL, MA, UNH
|
13F-HR |
8/11/2017, 11:45 AM |
Q1 2017 |
262 |
$785M |
+$71.7M |
-$347M |
-$275M |
MSFT, GOOG, AAPL, AMZN, MA
|
13F-HR |
6/5/2017, 04:48 PM |
Q4 2016 |
280 |
$1.12B |
+$185M |
-$175M |
+$9.68M |
MSFT, GOOG, EPR, AAPL, JNJ
|
13F-HR |
2/13/2017, 10:49 AM |
Q3 2016 |
296 |
$1.28B |
+$247M |
-$165M |
+$82.3M |
EPR, GOOG, MSFT, AMZN, AAPL
|
13F-HR |
11/14/2016, 10:38 AM |
Q2 2016 |
334 |
$1.35B |
+$275M |
-$181M |
+$93.2M |
EPR, GOOG, AMZN, NCMIXXXX, AAPL
|
13F-HR |
8/10/2016, 02:26 PM |
Q1 2016 |
324 |
$1.4B |
+$249M |
-$129M |
+$120M |
GOOG, AAPL, EPR, MSFT, MA
|
13F-HR |
5/10/2016, 03:36 PM |
Q4 2015 |
330 |
$1.44B |
+$272M |
-$170M |
+$102M |
GOOG, EPR, AAPL, AMZN, MA
|
13F-HR |
2/8/2016, 11:04 AM |
Q3 2015 |
334 |
$1.43B |
+$291M |
-$170M |
+$121M |
AAPL, EPR, GOOGXXXX, IMAX, MA
|
13F-HR |
11/10/2015, 01:11 PM |
Q2 2015 |
323 |
$1.62B |
+$246M |
-$319M |
-$72.9M |
AAPL, BFH, EPR, IMAX, IDTI
|
13F-HR |
8/5/2015, 02:46 PM |
Q1 2015 |
318 |
$1.88B |
+$359M |
-$260M |
+$99.7M |
AAPL, BFH, EPR, AMBA, IMAX
|
13F-HR |
5/13/2015, 05:18 PM |
Q4 2014 |
323 |
$1.93B |
+$364M |
-$251M |
+$113M |
AAPL, EPR, BFH, AMBA, IMAX
|
Restatement |
2/11/2015, 02:28 PM |
Q3 2014 |
331 |
$1.96B |
+$395M |
-$216M |
+$179M |
EPR, AAPL, CLB, BFH, AMBA
|
13F-HR |
11/13/2014, 11:01 AM |
Q2 2014 |
335 |
$2.16B |
+$308M |
-$289M |
+$18.9M |
EPR, BFH, CLB, PRLB, AAPL
|
13F-HR |
8/13/2014, 04:06 PM |
Q1 2014 |
324 |
$2.29B |
+$369M |
-$165M |
+$204M |
CLB, EPR, BFH, GOOGLXXXX, PRLB
|
13F-HR |
5/15/2014, 11:59 AM |
Q4 2013 |
313 |
$2.34B |
|
|
|
NUS, CLB, BFH, EPR, PRLB
|
13F-HR |
2/11/2014, 03:31 PM |