Q4 2024 |
46 |
$1.26B |
+$733M |
-$358M |
+$375M |
QQQ, NTRA, IBIT, YPF, COHR
|
13F-HR |
2/14/2025, 02:43 PM |
Q3 2024 |
39 |
$839M |
+$391M |
-$347M |
+$43.5M |
RSP, MSFT, XLE, COHR, NTRA
|
13F-HR |
11/13/2024, 02:38 PM |
Q2 2024 |
37 |
$779M |
+$327M |
-$289M |
+$37.7M |
MSFT, GDX, AAPL, COHR, AMZN
|
13F-HR |
8/14/2024, 04:19 PM |
Q1 2024 |
45 |
$730M |
+$350M |
-$226M |
+$124M |
MSFT, SLV, NVDA, DELL, META
|
13F-HR |
5/15/2024, 02:55 PM |
Q4 2023 |
43 |
$493M |
+$81.2M |
-$219M |
-$137M |
NVDA, LLY, MSFT, GOOG, META
|
13F-HR |
2/15/2024, 09:25 AM |
Q3 2023 |
50 |
$2.05B |
+$1.52B |
-$24.8M |
+$1.5B |
NVDA, MSFT, GOOG, CVX, RSP
|
13F-HR |
11/13/2023, 04:17 PM |
Q2 2023 |
51 |
$556M |
+$99.9M |
-$564M |
-$464M |
CVX, MSFT, IFS, META, AAPL
|
13F-HR |
8/14/2023, 05:22 PM |
Q1 2023 |
45 |
$908M |
+$454M |
-$59.2M |
+$395M |
MSFT, KWEB, GOOG, CVX, NVDA
|
13F-HR |
5/12/2023, 04:07 PM |
Q4 2022 |
41 |
$452M |
+$87.7M |
-$50.8M |
+$36.9M |
MSFT, GOOG, TMUS, IFS, META
|
13F-HR |
2/15/2023, 08:18 AM |
Q3 2022 |
44 |
$570M |
+$125M |
-$87.9M |
+$37.4M |
MSFT, GOOG, PANW, TMUS, CVX
|
13F-HR |
11/14/2022, 08:42 AM |
Q2 2022 |
56 |
$1.67B |
|
|
|
MSFT, GOOG, PANW, IFS, AAPL
|
New Holdings |
8/15/2022, 08:15 PM |
Q2 2022 |
56 |
$1.67B |
+$1.07B |
-$77.6M |
+$995M |
MSFT, GOOG, PANW, IFS, AAPL
|
13F-HR |
8/15/2022, 12:53 PM |
Q1 2022 |
44 |
$873M |
+$166M |
-$106M |
+$59.7M |
GOOG, MSFT, IFS, PANW, AAPL
|
13F-HR |
5/16/2022, 04:18 PM |
Q4 2021 |
49 |
$1.52B |
+$566M |
-$358M |
+$209M |
GOOG, MSFT, META, MU, AA
|
13F-HR |
2/14/2022, 08:24 AM |
Q3 2021 |
40 |
$1.06B |
+$111M |
-$356M |
-$245M |
GOOG, MSFT, TWTR, META, BOTZ
|
13F-HR |
11/15/2021, 08:35 AM |
Q2 2021 |
48 |
$1.32B |
+$266M |
-$113M |
+$154M |
GOOG, KWEB, MSFT, BABA, TMUS
|
13F-HR |
8/16/2021, 02:42 PM |
Q1 2021 |
46 |
$1.07B |
+$230M |
-$196M |
+$34.3M |
GOOG, MSFT, BA, TMUS, XLE
|
13F-HR |
5/14/2021, 04:57 PM |
Q4 2020 |
43 |
$1.01B |
+$362M |
-$424M |
-$61.5M |
EEM, GOOG, XLE, MSFT, TMUS
|
13F-HR |
2/12/2021, 12:45 PM |
Q3 2020 |
38 |
$1.15B |
+$322M |
-$349M |
-$27.5M |
GOOG, AMZN, BABA, META, MSFT
|
13F-HR |
11/16/2020, 08:53 AM |
Q2 2020 |
43 |
$1.26B |
+$236M |
-$4.65M |
+$231M |
AMZN, GOOG, WDAY, META, BABA
|
13F-HR |
8/14/2020, 09:51 AM |
Q1 2020 |
35 |
$1.18B |
+$343M |
-$536M |
-$193M |
AMZN, GOOG, INDA, WDAY, META
|
13F-HR |
5/13/2020, 04:42 PM |
Q4 2019 |
49 |
$2.43B |
+$1.27B |
-$70.5M |
+$1.2B |
AMZN, XLE, INDA, WDAY, MLCO
|
13F-HR |
2/14/2020, 09:58 AM |
Q3 2019 |
42 |
$1.6B |
+$810M |
-$78.5M |
+$731M |
AMZN, XLE, INDA, CRM, JBLU
|
13F-HR |
11/14/2019, 01:55 PM |
Q2 2019 |
35 |
$1.21B |
+$504M |
-$91.3M |
+$413M |
AMZN, XLE, CRM, UAL, TMUS
|
13F-HR |
8/14/2019, 11:36 AM |
Q1 2019 |
41 |
$3.75B |
+$2.11B |
-$123M |
+$1.99B |
EMB, EEM, GOOG, AMZN, FXI
|
13F-HR |
5/15/2019, 02:46 PM |
Q4 2018 |
40 |
$1.91B |
+$867M |
-$99.9M |
+$767M |
EMB, EEM, GOOG, AMZN, XLE
|
13F-HR |
2/14/2019, 01:26 PM |
Q3 2018 |
31 |
$1.41B |
+$840M |
-$79.2M |
+$761M |
GOOG, EEM, EMB, FXI, JBLU
|
13F-HR |
11/14/2018, 11:37 AM |
Q2 2018 |
26 |
$890M |
+$262M |
-$72.8M |
+$189M |
GOOG, TMUS, MGM, JBLU, VZ
|
13F-HR |
8/14/2018, 10:17 AM |
Q1 2018 |
27 |
$1.19B |
+$532M |
-$25.2M |
+$507M |
XLV, MT, PBR, TMUS, MGM
|
13F-HR |
5/15/2018, 10:13 AM |
Q4 2017 |
37 |
$953M |
+$268M |
-$97.8M |
+$171M |
MT, XLV, XLF, JBLU, TMUS
|
13F-HR |
2/14/2018, 11:55 AM |
Q3 2017 |
37 |
$1.04B |
+$532M |
-$143M |
+$389M |
CMCSA, MT, TWTR, PBR, JBLU
|
13F-HR |
11/14/2017, 09:16 AM |
Q2 2017 |
35 |
$852M |
+$241M |
-$238M |
+$2.78M |
AAPL, XLV, TWTR, XLF, MT
|
13F-HR |
8/14/2017, 09:02 AM |
Q1 2017 |
32 |
$1.3B |
+$408M |
-$17.1M |
+$391M |
QQQXXXX, XLV, AAPL, AMZN, XLV
|
13F-HR |
5/15/2017, 02:07 PM |
Q4 2016 |
40 |
$1.24B |
+$523M |
-$68M |
+$455M |
GOOG, XLV, AAPL, AMZN, PBR
|
13F-HR |
2/13/2017, 02:25 PM |
Q3 2016 |
30 |
$954M |
+$280M |
-$346M |
-$66.3M |
XLV, AAPL, PBR, MGM, TMUS
|
13F-HR |
11/14/2016, 01:12 PM |
Q2 2016 |
29 |
$1.2B |
+$477M |
-$139M |
+$339M |
GOOG, XLV, AAPL, GOOGL, PBR
|
13F-HR |
8/11/2016, 03:04 PM |
Q1 2016 |
39 |
$1.6B |
+$670M |
-$76.6M |
+$594M |
GOOG, AAPL, QQQXXXX, EWZ, GOOGL
|
13F-HR |
5/12/2016, 04:21 PM |
Q4 2015 |
40 |
$1.04B |
+$519M |
-$16.6M |
+$503M |
GOOG, QQQXXXX, AAPL, GOOGL, EWZ
|
13F-HR |
2/4/2016, 05:10 PM |
Q3 2015 |
36 |
$647M |
+$108M |
-$12.1M |
+$95.5M |
AAPL, EWZ, GOOGLXXXX, HEDJ, GOOGXXXX
|
13F-HR |
11/9/2015, 12:41 PM |
Q2 2015 |
39 |
$700M |
+$103M |
-$227M |
-$124M |
AAPL, EWZ, GOOGLXXXX, PBR, GOOGXXXX
|
13F-HR |
8/10/2015, 04:31 PM |
Q1 2015 |
34 |
$800M |
+$213M |
-$62.4M |
+$151M |
EWZ, AAPL, XLF, GOOGLXXXX, PBR
|
13F-HR |
5/12/2015, 05:02 PM |
Q4 2014 |
28 |
$685M |
+$332M |
-$32.5M |
+$299M |
EWZ, AAPL, PBR, GOOGLXXXX, MTXXXX
|
13F-HR |
2/17/2015, 02:55 PM |
Q3 2014 |
27 |
$1.02B |
+$668M |
-$35.1M |
+$633M |
AAPL, CMCSA, CCIXXXX, TWC, YPF
|
13F-HR |
11/7/2014, 04:50 PM |
Q2 2014 |
22 |
$432M |
+$190M |
-$11.3M |
+$179M |
AAPL, TMUS, CMCSA, RSXXXXX, MLCO
|
13F-HR |
8/13/2014, 04:09 PM |
Q1 2014 |
20 |
$327M |
+$42.2M |
-$39.7M |
+$2.56M |
AAPL, CCIXXXX, CMCSA, TDS, TMUS
|
13F-HR |
5/7/2014, 05:00 PM |
Q4 2013 |
20 |
$558M |
|
|
|
AAPL, TMUS, CMCSA, CCIXXXX, MTXXXX
|
13F-HR |
2/13/2014, 05:36 PM |