Q4 2024 |
40 |
$6.48B |
+$835M |
-$1.17B |
-$338M |
NVDA, MSFT, AMZN, ANET, GOOGL
|
13F-HR |
1/31/2025, 05:05 PM |
Q3 2024 |
99 |
$6.55B |
+$403M |
-$768M |
-$365M |
NVDA, MSFT, AMZN, ANET, AAPL
|
13F-HR |
11/14/2024, 07:01 AM |
Q2 2024 |
102 |
$6.9B |
+$1.58B |
-$1.36B |
+$222M |
NVDA, MSFT, AMZN, GOOGL, ANET
|
13F-HR |
8/14/2024, 07:01 AM |
Q1 2024 |
115 |
$7.32B |
+$894M |
-$1.15B |
-$259M |
NVDA, MSFT, AMZN, GOOGL, ANET
|
13F-HR |
5/13/2024, 07:01 AM |
Q4 2023 |
129 |
$6.54B |
+$298M |
-$580M |
-$282M |
MSFT, AMZN, NVDA, GOOGL, INTU
|
13F-HR |
2/12/2024, 07:00 AM |
Q3 2023 |
61 |
$5.93B |
+$415M |
-$647M |
-$232M |
MSFT, GOOGL, NVDA, AMZN, ADBE
|
13F-HR |
11/13/2023, 07:00 AM |
Q2 2023 |
58 |
$6.18B |
+$381M |
-$813M |
-$431M |
MSFT, AMZN, NVDA, GOOGL, ADBE
|
13F-HR |
8/11/2023, 07:00 AM |
Q1 2023 |
56 |
$6.11B |
+$708M |
-$758M |
-$49.1M |
MSFT, AMZN, V, GOOGL, INTU
|
13F-HR |
5/12/2023, 07:00 AM |
Q4 2022 |
58 |
$6.01B |
+$747M |
-$774M |
-$27.3M |
MSFT, GOOGL, AMZN, V, INTU
|
13F-HR |
2/13/2023, 06:00 AM |
Q3 2022 |
61 |
$5.9B |
+$1.26B |
-$464M |
+$801M |
MSFT, GOOGL, SCHW, AMZN, V
|
13F-HR |
11/14/2022, 06:01 AM |
Q2 2022 |
57 |
$5.96B |
+$881M |
-$394M |
+$487M |
MSFT, GOOGL, SCHW, META, AMZN
|
13F-HR |
8/12/2022, 07:01 AM |
Q1 2022 |
56 |
$7.49B |
+$190M |
-$1.21B |
-$1.02B |
MSFT, GOOGL, SCHW, AMZN, META
|
13F-HR |
5/13/2022, 07:00 AM |
Q4 2021 |
60 |
$9.55B |
+$405M |
-$991M |
-$586M |
MSFT, GOOGL, META, AMZN, SCHW
|
13F-HR |
2/14/2022, 06:00 AM |
Q3 2021 |
66 |
$9.65B |
+$2.14B |
-$2.45B |
-$304M |
MSFT, GOOGL, META, AMZN, ADBE
|
13F-HR |
11/12/2021, 07:00 AM |
Q2 2021 |
62 |
$10.4B |
+$514M |
-$694M |
-$180M |
GOOGL, MSFT, META, PYPL, ADBE
|
13F-HR |
8/13/2021, 07:00 AM |
Q1 2021 |
68 |
$9.4B |
+$283M |
-$526M |
-$244M |
GOOGL, MSFT, META, BABA, PYPL
|
13F-HR |
5/14/2021, 07:00 AM |
Q4 2020 |
68 |
$9.33B |
+$659M |
-$901M |
-$243M |
MSFT, GOOGL, BABA, META, PYPL
|
13F-HR |
2/12/2021, 06:00 AM |
Q3 2020 |
47 |
$9.01B |
+$241M |
-$493M |
-$252M |
BABA, MSFT, ADBE, PYPL, META
|
13F-HR |
11/13/2020, 06:00 AM |
Q2 2020 |
49 |
$8.4B |
+$740M |
-$723M |
+$16.2M |
MSFT, ADBE, BABA, PYPL, GOOGL
|
13F-HR |
8/13/2020, 07:00 AM |
Q1 2020 |
50 |
$6.61B |
+$537M |
-$260M |
+$277M |
MSFT, ADBE, BABA, GOOGL, V
|
13F-HR |
5/14/2020, 07:00 AM |
Q4 2019 |
48 |
$7.55B |
+$455M |
-$71.6M |
+$384M |
MSFT, BABA, ADBE, GOOGL, V
|
13F-HR |
2/13/2020, 06:00 AM |
Q3 2019 |
50 |
$6.5B |
+$71.9M |
-$280M |
-$208M |
MSFT, ADBE, BABA, GOOGL, V
|
13F-HR |
11/13/2019, 05:05 AM |
Q2 2019 |
51 |
$6.86B |
+$583M |
-$738M |
-$155M |
MSFT, ADBE, BABA, GOOGL, V
|
13F-HR |
8/14/2019, 07:00 AM |
Q1 2019 |
53 |
$6.78B |
+$571M |
-$642M |
-$71.3M |
BABA, MSFT, ADBE, V, GOOGL
|
13F-HR |
5/13/2019, 07:00 AM |
Q4 2018 |
56 |
$5.8B |
+$862M |
-$699M |
+$163M |
MSFT, V, BABA, ADBE, GOOGL
|
13F-HR |
2/14/2019, 06:00 AM |
Q3 2018 |
57 |
$6.71B |
+$420M |
-$258M |
+$162M |
BABA, META, MSFT, V, ADBE
|
13F-HR |
11/13/2018, 03:16 PM |
Q2 2018 |
53 |
$6.55B |
+$239M |
-$1.21B |
-$974M |
META, BABA, V, ADBE, GOOGL
|
13F-HR |
8/14/2018, 07:02 AM |
Q1 2018 |
49 |
$7.25B |
+$1.21B |
-$990M |
+$223M |
BABA, META, V, SCHW, ADBE
|
13F-HR |
5/14/2018, 07:00 AM |
Q4 2017 |
41 |
$7.18B |
+$756M |
-$648M |
+$108M |
BABA, META, V, REGN, GOOGL
|
13F-HR |
2/14/2018, 06:00 AM |
Q3 2017 |
42 |
$7.05B |
+$632M |
-$526M |
+$105M |
BABA, META, REGN, V, RCL
|
13F-HR |
11/13/2017, 06:00 AM |
Q2 2017 |
39 |
$6.74B |
+$1.26B |
-$553M |
+$706M |
BABA, META, REGN, GOOGL, RCL
|
13F-HR |
8/14/2017, 07:00 AM |
Q1 2017 |
39 |
$6.13B |
+$448M |
-$690M |
-$241M |
META, BABA, GOOGL, V, RCL
|
13F-HR |
5/15/2017, 07:04 AM |
Q4 2016 |
38 |
$5.77B |
+$435M |
-$347M |
+$87.8M |
META, BABA, GOOGL, V, MNST
|
13F-HR |
2/13/2017, 05:13 AM |
Q3 2016 |
41 |
$6.2B |
+$881M |
-$572M |
+$309M |
META, BABA, GOOGL, AGN, MNST
|
13F-HR |
11/14/2016, 05:13 AM |
Q2 2016 |
37 |
$5.81B |
+$493M |
-$446M |
+$47.9M |
META, AGN, GOOGL, BABA, MNST
|
13F-HR |
8/15/2016, 02:43 PM |
Q1 2016 |
37 |
$6.1B |
+$413M |
-$322M |
+$91M |
META, AGN, GOOGL, BABA, CTSH
|
13F-HR |
5/13/2016, 08:00 AM |
Q4 2015 |
40 |
$6.38B |
+$1.5B |
-$491M |
+$1.01B |
AGN, PCLN, GOOGL, BABA, CELG
|
13F-HR |
2/12/2016, 05:02 AM |
Q3 2015 |
40 |
$5.37B |
+$1.16B |
-$323M |
+$839M |
PCLN, AGN, CELG, V, CTSH
|
13F-HR |
11/13/2015, 07:00 AM |
Q2 2015 |
42 |
$5.86B |
+$1.49B |
-$700M |
+$787M |
CELG, BIIB, PCLN, AGN, BABA
|
13F-HR |
8/13/2015, 06:11 AM |
Q1 2015 |
41 |
$5.83B |
+$1.29B |
-$432M |
+$861M |
CELG, PCLN, TWX, BIIB, B108PS
|
13F-HR |
5/14/2015, 08:28 AM |
Q4 2014 |
47 |
$5.42B |
+$862M |
-$310M |
+$552M |
CELG, BIIB, TWX, ALXN, PCLN
|
13F-HR |
2/12/2015, 08:08 AM |
Q3 2014 |
77 |
$5.04B |
+$724M |
-$351M |
+$373M |
CELG, ALXN, BIIB, PCLN, MNSTXXXX
|
13F-HR |
11/13/2014, 05:52 AM |
Q2 2014 |
77 |
$4.92B |
+$1.02B |
-$350M |
+$671M |
CELG, MON, PCLN, ALXN, TWX
|
13F-HR |
8/13/2014, 07:05 AM |
Q1 2014 |
74 |
$4.79B |
+$919M |
-$464M |
+$455M |
CELG, GOOGLXXXX, MON, PCLN, TWX
|
13F-HR |
5/13/2014, 01:42 PM |
Q4 2013 |
80 |
$4.99B |
|
|
|
CELG, MON, TCEHY, TWX, PCLN
|
13F-HR |
2/13/2014, 05:03 AM |