Q1 2025 |
1,400 |
$2.19B |
+$579M |
-$473M |
+$106M |
SNEX, IVV, SFM, RDNT, FFIV
|
13F-HR |
4/14/2025, 04:58 PM |
Q4 2024 |
1,318 |
$2.29B |
+$260M |
-$263M |
-$3.07M |
SNEX, NVDA, RDNT, SFM, AMZN
|
13F-HR |
1/10/2025, 11:27 AM |
Q3 2024 |
1,339 |
$2.3B |
+$981M |
-$71.2M |
+$910M |
NVDA, RDNT, SNEX, SFM, AAPL
|
13F-HR |
10/29/2024, 05:07 PM |
Q2 2024 |
724 |
$1.31B |
+$625M |
-$49.2M |
+$576M |
NVDA, AMZN, MSFT, AAPL, GOOG
|
13F-HR |
7/9/2024, 04:35 PM |
Q1 2024 |
739 |
$763M |
+$382M |
-$181M |
+$201M |
NVDA, MSFT, AMZN, AAPL, GOOGL
|
13F-HR |
5/13/2024, 08:57 AM |
Q4 2023 |
436 |
$515M |
+$24.4M |
-$32.6M |
-$8.19M |
MSFT, XLY, AAPL, NVDA, GOOGL
|
13F-HR |
1/8/2024, 03:54 PM |
Q3 2023 |
441 |
$464M |
+$16.8M |
-$17.9M |
-$1.05M |
MSFT, XLY, AAPL, NVDA, GOOGL
|
13F-HR |
10/20/2023, 08:13 AM |
Q2 2023 |
661 |
$500M |
+$149M |
-$24.6M |
+$124M |
MSFT, XLY, AAPL, NVDA, GOOGL
|
13F-HR |
7/11/2023, 03:46 PM |
Q1 2023 |
246 |
$347M |
+$243M |
-$11.4M |
+$232M |
MSFT, XLY, AAPL, GOOGL, NVDA
|
13F-HR |
4/26/2023, 11:49 AM |
Q4 2022 |
158 |
$101M |
+$11.8M |
-$10.5M |
+$1.35M |
WDAY, LRCX, NOW, AMZN, OKTA
|
13F-HR |
1/20/2023, 09:13 AM |
Q3 2022 |
156 |
$107M |
+$12.3M |
-$16.8M |
-$4.48M |
AMZN, LRCX, TSLA, MCHP, NOW
|
13F-HR |
10/28/2022, 07:31 AM |
Q2 2022 |
160 |
$131M |
+$25.3M |
-$21.6M |
+$3.75M |
NOW, LRCX, MSFT, CRM, AMZN
|
13F-HR |
7/26/2022, 11:46 AM |
Q1 2022 |
160 |
$212M |
+$35M |
-$37.7M |
-$2.63M |
AMZN, MSFT, MCHP, LRCX, CRM
|
13F-HR |
4/28/2022, 12:14 PM |
Q4 2021 |
92 |
$275M |
|
|
|
MSFT, LRCX, TSLA, NVDA, AMZN
|
13F-HR |
2/4/2022, 12:18 PM |
Q4 2020 |
|
|
|
|
|
|
13F-NT |
3/11/2021, 08:47 AM |