Q1 2017 |
62 |
$259M |
|
|
|
AMAT, ADBE, MA, CELG, V
|
13F-HR |
4/21/2017, 02:48 PM |
Q4 2016 |
65 |
$288M |
|
|
|
MA, CELG, ALGN, AMAT, MSFT
|
13F-HR |
1/25/2017, 11:36 AM |
Q3 2016 |
62 |
$303M |
|
|
|
AMZN, MA, NOW, ALGN, AYI
|
13F-HR |
10/26/2016, 07:37 PM |
Q2 2016 |
61 |
$286M |
|
|
|
META, CRM, AMZN, ULTI, DLTR
|
13F-HR |
7/20/2016, 07:24 PM |
Q1 2016 |
85 |
$317M |
+$31.7M |
-$6.76M |
+$25M |
META, SBUX, ORLY, CRM, AMZN
|
13F-HR |
4/20/2016, 11:18 AM |
Q4 2015 |
89 |
$363M |
+$57.9M |
-$19.3M |
+$38.6M |
AMZN, AYI, SBUX, META, NOW
|
13F-HR |
1/26/2016, 11:17 AM |
Q3 2015 |
94 |
$324M |
+$34.6M |
-$16.3M |
+$18.3M |
AMZN, SBUX, ORLY, MA, ULTI
|
13F-HR |
10/26/2015, 02:39 PM |
Q2 2015 |
100 |
$345M |
+$60.3M |
-$74.4M |
-$14.1M |
SBUX, GILD, AMZN, ALXN, MA
|
13F-HR |
7/20/2015, 05:02 PM |
Q1 2015 |
94 |
$413M |
+$46.8M |
-$22.1M |
+$24.7M |
B108PS, META, SWKS, REGN, NOW
|
13F-HR |
5/4/2015, 11:37 AM |
Q4 2014 |
150 |
$402M |
+$30.3M |
-$17.2M |
+$13M |
META, B108PS, GILD, PANW, REGN
|
13F-HR |
1/15/2015, 04:24 PM |
Q3 2014 |
141 |
$406M |
+$70.5M |
-$19.9M |
+$50.6M |
GILD, META, B108PS, GOOGLXXXX, SBACXXXX
|
13F-HR |
11/5/2014, 03:33 PM |
Q2 2014 |
150 |
$409M |
+$36M |
-$48.6M |
-$12.6M |
GILD, ALXN, BEAV, META, SBUX
|
13F-HR |
7/28/2014, 06:04 PM |
Q1 2014 |
148 |
$440M |
+$65.7M |
-$1.16M |
+$64.5M |
B108PS, GILD, ALXN, MA, GOOGLXXXX
|
13F-HR |
4/22/2014, 06:03 PM |
Q4 2013 |
143 |
$452M |
|
|
|
GILD, B108PS, MA, ALXN, GOOGLXXXX
|
13F-HR |
1/28/2014, 04:57 PM |