Q2 2025 |
46 |
$206M |
+$122M |
-$134M |
-$11.4M |
SWTX, SKX, SPR, HES, ANSS
|
13F-HR |
8/14/2025, 09:42 AM |
Q1 2025 |
47 |
$215M |
+$147M |
-$125M |
+$21.5M |
BECN, ITCI, SPR, HES, ANSS
|
13F-HR |
5/15/2025, 09:49 AM |
Q4 2024 |
42 |
$191M |
+$102M |
-$90.5M |
+$11.5M |
AZPN, JNPR, HCP, SMAR, SPR
|
13F-HR |
2/14/2025, 09:10 AM |
Q3 2024 |
40 |
$179M |
+$111M |
-$53.3M |
+$57.8M |
SQSP, HCP, JNPR, SPR, HES
|
13F-HR |
11/14/2024, 09:31 AM |
Q2 2024 |
38 |
$122M |
+$81.1M |
-$74M |
+$7.1M |
HES, SPR, X, HUBS, HAYN
|
13F-HR |
8/14/2024, 09:44 AM |
Q1 2024 |
36 |
$117M |
+$86M |
-$57.7M |
+$28.3M |
PXD, X, HES, SWAV, HAYN
|
13F-HR |
5/15/2024, 09:48 AM |
Q4 2023 |
34 |
$88.6M |
+$73.9M |
-$162M |
-$88M |
SPLK, PXD, X, OLK, IMGN
|
13F-HR |
2/14/2024, 09:44 AM |
Q3 2023 |
69 |
$192M |
+$132M |
-$56.9M |
+$75.5M |
ATVI, HZNP, VMW, SGEN, NATI
|
13F-HR |
11/14/2023, 09:40 AM |
Q2 2023 |
45 |
$116M |
+$66.8M |
-$12.1M |
+$54.7M |
LSI, NATI, HZNP, ISEE, ATVI
|
13F-HR |
7/20/2023, 04:43 PM |
Q1 2023 |
52 |
$132M |
+$102M |
-$8.85M |
+$93M |
SJR, HZNP, NATI, LSI, OSH
|
13F-HR |
5/15/2023, 09:00 AM |
Q4 2022 |
42 |
$96.7M |
+$72.2M |
-$1.06M |
+$71.1M |
HZNP, ATCO, AIMC, MAXR, COUP
|
13F-HR |
2/14/2023, 08:16 AM |
Q3 2022 |
68 |
$124M |
+$85.5M |
-$7.67M |
+$77.9M |
ZEN, GBT, BHVNXXXX, AVLR, NLSN
|
13F-HR |
11/14/2022, 11:02 AM |
Q2 2022 |
56 |
$86.7M |
+$53.9M |
-$14.4M |
+$39.5M |
ZEN, SJR, BHVNXXXX, COHR, ACC
|
13F-HR |
8/15/2022, 10:30 AM |
Q1 2022 |
53 |
$114M |
+$74.3M |
-$3.08M |
+$71.2M |
SPY, CERN, SJR, MNTV, ZEN
|
13F-HR |
5/16/2022, 09:12 AM |
Q4 2021 |
48 |
$171M |
+$99.5M |
-$10.5M |
+$89M |
INFO, AMD, XLNX, CERN, NUAN
|
13F-HR |
2/14/2022, 03:30 PM |
Q3 2021 |
38 |
$114M |
+$65.7M |
-$81.9M |
-$16.1M |
KSU, XLNX, NUAN, INFO, COHR
|
13F-HR |
11/4/2021, 02:12 PM |
Q2 2021 |
40 |
$130M |
+$78.4M |
-$93.3M |
-$14.8M |
MXIM, ALXN, WORK, KSU, NUAN
|
13F-HR |
7/23/2021, 02:32 PM |
Q1 2021 |
48 |
$139M |
+$93M |
-$69.8M |
+$23.2M |
VAR, RP, IPHI, GWPH, WORK
|
13F-HR |
5/4/2021, 02:39 PM |
Q4 2020 |
41 |
$123M |
+$80M |
-$1.55M |
+$78.5M |
TIF, ACIA, WORK, VAR, CLGX
|
13F-HR |
2/2/2021, 06:59 PM |
Q3 2020 |
37 |
$91M |
+$74.3M |
-$1.66M |
+$72.7M |
IMMU, TIF, IMMU, VAR, NAV
|
13F-HR |
10/23/2020, 04:54 PM |
Q2 2020 |
32 |
$28M |
+$14.1M |
-$1.6M |
+$12.5M |
TIF, LOGM, ACIA, QGEN, TIF
|
13F-HR |
8/14/2020, 11:59 AM |
Q1 2020 |
44 |
$61.8M |
+$39.7M |
-$2.56M |
+$37.1M |
AGN, CY, QGEN, FTSV, FTSV
|
13F-HR |
4/28/2020, 05:10 PM |
Q4 2019 |
44 |
$50.4M |
+$30.5M |
-$4.83M |
+$25.7M |
AGN, WCG, SPY, TIF, AXE
|
13F-HR |
2/7/2020, 03:48 PM |
Q3 2019 |
48 |
$71.8M |
+$42.2M |
-$4.1M |
+$38.1M |
CELG, CELG, AGN, VSM, SPY
|
13F-HR |
10/30/2019, 01:48 PM |
Q2 2019 |
54 |
$72.8M |
+$40.2M |
-$6.42M |
+$33.7M |
RHT, CELG, APC, WP, SPY
|
13F-HR |
7/24/2019, 04:28 PM |
Q1 2019 |
48 |
$68.2M |
+$44.7M |
-$930K |
+$43.7M |
RHT, CELG, SPY, DIS, VSM
|
13F-HR |
4/24/2019, 04:35 PM |
Q4 2018 |
26 |
$62.1M |
+$41.9M |
-$7.14M |
+$34.7M |
SHPG, FOXA, RHT, SPY, DIS
|
13F-HR |
2/8/2019, 04:55 PM |
Q3 2018 |
97 |
$169M |
+$91.6M |
-$27.1M |
+$64.5M |
AET, COL, ANDV, CA, USG
|
13F-HR |
11/6/2018, 02:18 PM |
Q2 2018 |
91 |
$157M |
+$90.5M |
-$22.9M |
+$67.6M |
COL, AET, NXPI, FOXA, NXPI
|
13F-HR |
7/24/2018, 04:04 PM |
Q1 2018 |
107 |
$201M |
+$144M |
-$21.4M |
+$122M |
SPY, AET, MULE, NXPI, NXPI
|
13F-HR |
5/2/2018, 05:05 PM |
Q4 2017 |
71 |
$151M |
+$79.9M |
-$8.62M |
+$71.3M |
NXPI, AET, SNI, STRP, TWX
|
13F-HR |
2/12/2018, 02:52 PM |
Q3 2017 |
70 |
$159M |
+$79.8M |
-$1.42M |
+$78.4M |
TWX, NXPI, BCR, ALR, SNI
|
13F-HR |
11/2/2017, 03:10 PM |
Q2 2017 |
70 |
$150M |
+$94M |
-$7.96M |
+$86M |
RAI, NXPI, TWX, PNRA, BCR
|
13F-HR |
8/11/2017, 01:07 PM |
Q1 2017 |
65 |
$128M |
+$51.3M |
-$9.76M |
+$41.5M |
RAI, NXPI, WWAV, MON, TWX
|
13F-HR |
5/11/2017, 11:41 AM |
Q4 2016 |
66 |
$172M |
+$134M |
-$5.21M |
+$129M |
STJ, RAI, WWAV, NXPI, ENH
|
13F-HR |
2/13/2017, 01:47 PM |
Q3 2016 |
67 |
$126M |
+$73.2M |
-$9.71M |
+$63.5M |
MDVN, LNKD, MEG, FLTX, WWAV
|
13F-HR |
11/14/2016, 08:46 AM |
Q2 2016 |
76 |
$132M |
+$100M |
-$3.86M |
+$96.4M |
HOT, MDVN, LNKD, MEG, EMC
|
13F-HR |
8/12/2016, 12:17 PM |
Q1 2016 |
66 |
$106M |
+$66.9M |
-$1.82M |
+$65.1M |
TWC, HOT, SNDK, CAM, BXLT
|
13F-HR |
5/11/2016, 11:36 AM |
Q4 2015 |
66 |
$99.2M |
+$63.4M |
-$5.75M |
+$57.6M |
PCP, HNT, CBXXXX, TWC, PRE
|
13F-HR |
2/11/2016, 03:27 PM |
Q3 2015 |
83 |
$111M |
+$68.2M |
-$5.22M |
+$62.9M |
KYTH, PRGO, SPY, PCP, ALTR
|
13F-HR |
11/12/2015, 09:00 AM |
Q2 2015 |
79 |
$141M |
+$103M |
-$11.1M |
+$91.8M |
FDO, A309PS, PRGO, ALTR, DRC
|
13F-HR |
8/12/2015, 03:03 PM |
Q1 2015 |
71 |
$93M |
+$74.5M |
-$4.24M |
+$70.3M |
SLXP, FDO, PCYC, A309PS, TRW
|
13F-HR |
12/2/2015, 11:37 AM |
Q4 2014 |
57 |
$70.9M |
+$31M |
-$9.6M |
+$21.4M |
F113PS, AGN, ROC, AUXL, CBST
|
13F-HR |
2/13/2015, 11:52 AM |
Q3 2014 |
75 |
$107M |
+$62.8M |
-$6.74M |
+$56.1M |
SHPG, TWC, AGN, F113PS, CQB
|
13F-HR |
11/12/2014, 02:40 PM |
Q2 2014 |
76 |
$99.5M |
+$72M |
-$4.18M |
+$67.8M |
HSH, FRX, TWC, AGN, F113PS
|
13F-HR |
8/12/2014, 03:08 PM |
Q1 2014 |
56 |
$58.4M |
+$39.9M |
-$7.27M |
+$32.7M |
TWC, JOSB, BEAM, LAMRXXXX, ZLC
|
13F-HR |
5/12/2014, 02:38 PM |
Q4 2013 |
67 |
$67.7M |
|
|
|
LIFE, HTSI, MW, LNCOQ, JOSB
|
13F-HR |
2/12/2014, 02:12 PM |