Q4 2024 |
59 |
$879M |
+$34.3M |
-$55.9M |
-$21.6M |
KD, BKNG, FI, V, WTW
|
13F-HR |
1/23/2025, 12:09 PM |
Q3 2024 |
57 |
$823M |
+$75.5M |
-$88.9M |
-$13.3M |
FI, BKNG, CI, WTW, V
|
13F-HR |
10/29/2024, 12:22 PM |
Q2 2024 |
56 |
$791M |
+$12.9M |
-$1.95M |
+$10.9M |
FI, BKNG, CI, V, GOOGL
|
13F-HR |
7/29/2024, 02:54 PM |
Q1 2024 |
52 |
$773M |
+$55.7M |
-$27.1M |
+$28.6M |
FI, CI, V, BKNG, WTW
|
13F-HR |
4/22/2024, 04:12 PM |
Q4 2023 |
53 |
$683M |
+$30.3M |
-$32.7M |
-$2.41M |
FI, BKNG, V, CI, WTW
|
13F-HR |
1/30/2024, 10:30 AM |
Q3 2023 |
51 |
$638M |
+$39.1M |
-$19.6M |
+$19.6M |
FI, CI, V, BKNG, WTW
|
13F-HR |
10/27/2023, 04:01 PM |
Q2 2023 |
53 |
$620M |
+$12.4M |
-$53.3M |
-$40.9M |
V, FI, WTW, BKNG, CI
|
13F-HR |
8/3/2023, 01:50 PM |
Q1 2023 |
51 |
$628M |
+$37.4M |
-$19.6M |
+$17.8M |
V, FCNCA, WTW, FI, BKNG
|
13F-HR |
4/20/2023, 10:35 AM |
Q4 2022 |
55 |
$604M |
+$43.2M |
-$29.4M |
+$13.7M |
V, CI, WTW, DHR, FCNCA
|
13F-HR |
1/27/2023, 11:20 AM |
Q3 2022 |
54 |
$562M |
+$49.1M |
-$38.9M |
+$10.2M |
V, CI, WTW, FCNCA, DHR
|
Restatement |
11/14/2022, 02:45 PM |
Q2 2022 |
56 |
$605M |
+$35.7M |
-$90.7M |
-$55M |
CI, V, GPN, WTW, DHR
|
13F-HR |
7/22/2022, 04:11 PM |
Q1 2022 |
56 |
$785M |
+$74.6M |
-$117M |
-$42M |
V, GPN, CI, WTW, DHR
|
13F-HR |
5/3/2022, 11:09 AM |
Q4 2021 |
61 |
$962M |
+$69.9M |
-$28.6M |
+$41.3M |
META, V, GOOGL, CI, DHR
|
13F-HR |
2/1/2022, 02:42 PM |
Q3 2021 |
63 |
$908M |
+$66.8M |
-$69.2M |
-$2.4M |
META, V, GOOGL, WTW, DHR
|
13F-HR |
11/2/2021, 04:47 PM |
Q2 2021 |
62 |
$956M |
+$14M |
-$2.75M |
+$11.3M |
META, V, GOOGL, PYPL, CIT
|
13F-HR |
8/2/2021, 05:21 PM |
Q1 2021 |
60 |
$877M |
+$20.7M |
-$38.8M |
-$18.1M |
META, V, GOOGL, CIT, PYPL
|
13F-HR |
5/4/2021, 03:14 PM |
Q4 2020 |
58 |
$830M |
+$73.3M |
-$35.4M |
+$37.9M |
V, META, PYPL, GOOGL, GPN
|
13F-HR |
2/2/2021, 02:21 PM |
Q3 2020 |
57 |
$745M |
+$30M |
-$19.9M |
+$10.2M |
V, META, PYPL, GOOGL, BABA
|
13F-HR |
10/21/2020, 01:57 PM |
Q2 2020 |
53 |
$678M |
+$86.1M |
-$54.4M |
+$31.7M |
V, META, CI, PYPL, GOOGL
|
13F-HR |
7/23/2020, 03:15 PM |
Q1 2020 |
47 |
$533M |
+$66.8M |
-$133M |
-$66.7M |
V, DHR, CI, META, GOOGL
|
13F-HR |
4/30/2020, 04:12 PM |
Q4 2019 |
57 |
$707M |
+$74.2M |
-$11.5M |
+$62.7M |
V, DHR, CI, META, CNC
|
13F-HR |
1/31/2020, 02:04 PM |
Q3 2019 |
50 |
$565M |
+$5.8M |
-$64.5M |
-$58.7M |
V, DHR, ICE, META, CI
|
13F-HR |
11/7/2019, 11:43 AM |
Q2 2019 |
53 |
$632M |
+$9.1M |
-$8.94M |
+$168K |
V, DHR, META, ICE, TCEHY
|
13F-HR |
7/25/2019, 03:49 PM |
Q1 2019 |
54 |
$619M |
+$38.7M |
-$13.2M |
+$25.5M |
V, DHR, META, TCEHY, ICE
|
13F-HR |
4/26/2019, 09:42 AM |
Q4 2018 |
50 |
$551M |
+$71.4M |
-$9.73M |
+$61.7M |
V, DHR, CI, ICE, CNC
|
13F-HR |
2/1/2019, 12:38 PM |
Q3 2018 |
51 |
$645M |
+$9.67M |
-$23M |
-$13.4M |
V, ESRX, DHR, CNC, CTSH
|
13F-HR |
10/30/2018, 01:10 PM |
Q2 2018 |
51 |
$617M |
+$40.9M |
-$16.5M |
+$24.4M |
ESRX, V, DHR, CTSH, BABA
|
13F-HR |
7/16/2018, 04:26 PM |
Q1 2018 |
51 |
$567M |
+$24.9M |
-$11.2M |
+$13.7M |
V, ESRX, CTSH, DHR, BABA
|
13F-HR |
4/26/2018, 10:56 AM |
Q4 2017 |
51 |
$549M |
+$15.9M |
-$28.4M |
-$12.5M |
ESRX, V, DHR, ICE, BABA
|
13F-HR |
1/24/2018, 10:25 AM |
Q3 2017 |
47 |
$536M |
+$16.1M |
-$51.2M |
-$35.1M |
BABA, V, ESRX, PYPL, CVS
|
13F-HR |
10/25/2017, 10:46 AM |
Q2 2017 |
46 |
$521M |
+$13.1M |
-$20.3M |
-$7.14M |
V, ESRX, BABA, CTSH, GOOGL
|
13F-HR |
7/26/2017, 05:00 PM |
Q1 2017 |
51 |
$494M |
+$1.08M |
-$25.9M |
-$24.8M |
ESRX, V, CVS, CTSH, GOOGL
|
13F-HR |
4/24/2017, 12:49 PM |
Q4 2016 |
53 |
$492M |
+$57.8M |
-$5.03M |
+$52.8M |
ESRX, CTSH, V, CVS, GOOGL
|
13F-HR |
1/27/2017, 02:47 PM |
Q3 2016 |
53 |
$493M |
+$56M |
-$4.79K |
+$55.9M |
ESRX, V, CVS, GOOGL, CTSH
|
13F-HR |
10/25/2016, 09:50 AM |
Q2 2016 |
40 |
$456M |
+$17M |
-$19.5M |
-$2.5M |
ESRX, CVS, V, CTSH, GOOGL
|
13F-HR |
7/25/2016, 12:41 PM |
Q1 2016 |
41 |
$478M |
+$33.3M |
-$36.3M |
-$2.97M |
CVS, ESRX, CTSH, V, DHR
|
13F-HR |
5/3/2016, 07:47 AM |
Q4 2015 |
43 |
$516M |
+$49M |
-$1.26M |
+$47.8M |
V, ESRX, CTSH, DHR, CVS
|
13F-HR |
1/19/2016, 03:58 PM |
Q3 2015 |
42 |
$431M |
+$66.6M |
-$14.9M |
+$51.8M |
V, CTSH, ESRX, DHR, CVS
|
13F-HR |
10/21/2015, 03:32 PM |
Q2 2015 |
40 |
$475M |
+$6.92M |
-$4.18M |
+$2.74M |
V, CTSH, ESRX, DHR, CVS
|
13F-HR |
8/4/2015, 03:12 PM |
Q1 2015 |
39 |
$485M |
+$83M |
-$48.8M |
+$34.2M |
V, CTSH, ESRX, DHR, CVS
|
13F-HR |
4/27/2015, 03:47 PM |
Q4 2014 |
38 |
$488M |
+$32.5M |
-$2.9M |
+$29.6M |
CTSH, V, ESRX, DHR, CVS
|
13F-HR |
2/13/2015, 09:20 AM |
Q3 2014 |
40 |
$420M |
+$22.6M |
-$74M |
-$51.4M |
CTSH, V, ESRX, DHR, CVS
|
13F-HR |
10/22/2014, 03:18 PM |
Q2 2014 |
38 |
$501M |
+$36.9M |
-$4.13M |
+$32.8M |
ESRX, CTSH, V, DHR, PX
|
13F-HR |
8/1/2014, 08:52 AM |
Q1 2014 |
36 |
$489M |
+$34.8M |
-$15.1M |
+$19.8M |
ESRX, CTSH, V, DHR, PX
|
13F-HR |
4/11/2014, 09:45 AM |
Q4 2013 |
36 |
$492M |
|
|
|
ESRX, CTSH, V, DHR, ICE
|
13F-HR |
2/7/2014, 10:22 AM |