Q2 2025 |
58 |
$571M |
+$284M |
-$298M |
-$13.7M |
AMED, ANSS, JNPR, HES, SWTX
|
13F-HR |
8/14/2025, 03:31 PM |
Q1 2025 |
64 |
$577M |
+$226M |
-$503M |
-$278M |
AMED, HES, HEES, K, EVRI
|
13F-HR |
5/15/2025, 04:02 PM |
Q4 2024 |
63 |
$832M |
+$254M |
-$387M |
-$133M |
AMED, HES, K, HCP, EDR
|
13F-HR |
2/13/2025, 02:10 PM |
Q3 2024 |
68 |
$968M |
+$337M |
-$317M |
+$19.6M |
AMED, HES, K, AXNX, SQSP
|
13F-HR |
11/14/2024, 12:05 PM |
Q2 2024 |
68 |
$947M |
+$425M |
-$335M |
+$90.3M |
AMED, HES, AXNX, HCP, ACI
|
Restatement |
11/14/2024, 04:28 PM |
Q1 2024 |
50 |
$883M |
+$455M |
-$558M |
-$103M |
PXD, HES, AMED, EVBG, AXNX
|
Restatement |
11/14/2024, 04:27 PM |
Q4 2023 |
46 |
$976M |
+$743M |
-$874M |
-$131M |
PXD, HES, SPLK, AMED, SOVO
|
Restatement |
11/14/2024, 04:23 PM |
Q3 2023 |
72 |
$1.1B |
+$539M |
-$535M |
+$3.81M |
ATVI, VMW, HZNP, TXNM, DEN
|
Restatement |
11/14/2024, 04:21 PM |
Q2 2023 |
65 |
$1.07B |
+$438M |
-$579M |
-$141M |
ATVI, VMW, HZNP, AJRD, TXNM
|
Restatement |
11/14/2024, 04:20 PM |
Q1 2023 |
64 |
$1.23B |
+$680M |
-$615M |
+$65.4M |
ATVI, VMW, AJRD, HZNP, TXNM
|
Restatement |
11/14/2024, 04:18 PM |
Q4 2022 |
74 |
$1.18B |
+$363M |
-$951M |
-$588M |
ATVI, TGNA, FHN, VMW, STOR
|
Restatement |
11/14/2024, 04:12 PM |
Q3 2022 |
99 |
$1.77B |
+$863M |
-$62.5M |
+$801M |
CHNG, Y, ZEN, ATVI, TGNA
|
13F-HR |
11/14/2022, 09:55 AM |
Q2 2022 |
86 |
$1.6B |
+$548M |
-$312M |
+$237M |
Y, CHNG, MNDT, WBT, ATVI
|
13F-HR |
8/15/2022, 10:25 AM |
Q1 2022 |
84 |
$1.97B |
+$1.19B |
-$103M |
+$1.09B |
WBT, ROG, COHR, WWXXXX, CERN
|
13F-HR |
5/13/2022, 03:19 PM |
Q4 2021 |
96 |
$1.81B |
+$926M |
-$184M |
+$742M |
INFO, XLNX, WTW, NUAN, ROG
|
13F-HR |
2/14/2022, 03:25 PM |
Q3 2021 |
59 |
$1.74B |
+$938M |
-$1.08B |
-$138M |
WLFC, INFO, KSU, FIVN, NUAN
|
13F-HR |
11/12/2021, 02:55 PM |
Q2 2021 |
56 |
$1.89B |
+$1.09B |
-$913M |
+$182M |
INFO, ALXN, MXIM, WORK, WTW
|
13F-HR |
8/12/2021, 11:21 AM |
Q1 2021 |
83 |
$1.64B |
+$974M |
-$734M |
+$239M |
WTW, PS, INFO, RP, ALXN
|
13F-HR |
5/12/2021, 05:40 PM |
Q4 2020 |
103 |
$1.41B |
+$1.1B |
-$143M |
+$953M |
EV, WTW, NGHC, WORK, MXIM
|
13F-HR |
2/10/2021, 03:10 PM |
Q3 2020 |
90 |
$1.11B |
+$639M |
-$248M |
+$391M |
ETFC, AMTD, ACIA, NBL, NGHC
|
13F-HR |
11/12/2020, 08:57 AM |
Q2 2020 |
78 |
$1.09B |
+$525M |
-$60.6M |
+$464M |
LOGM, ETFC, TIF, AMTD, LM
|
13F-HR |
8/12/2020, 02:15 PM |
Q1 2020 |
57 |
$1.38B |
+$908M |
-$75.5M |
+$833M |
AGN, LOGM, TECD, TIF, AXE
|
13F-HR |
5/12/2020, 01:16 PM |
Q4 2019 |
65 |
$1.43B |
+$759M |
-$21.9M |
+$737M |
WCG, ZAYO, AGN, ADSW, MDCO
|
13F-HR |
2/11/2020, 11:41 AM |
Q3 2019 |
78 |
$1.61B |
+$934M |
-$23.6M |
+$911M |
CELG, WCG, STI, BPL, ZAYO
|
13F-HR |
11/12/2019, 08:28 AM |
Q2 2019 |
97 |
$2.15B |
|
|
|
LLL, RHT, APC, TRCO, FDC
|
New Holdings |
9/13/2019, 01:49 PM |
Q2 2019 |
99 |
$2.17B |
+$1.33B |
-$120M |
+$1.21B |
LLL, RHT, APC, TRCO, FDC
|
13F-HR |
8/12/2019, 05:06 PM |
Q1 2019 |
142 |
$2B |
|
|
|
TRCO, RHT, LLL, FDC, NAVG
|
New Holdings |
5/6/2019, 06:19 PM |
Q1 2019 |
143 |
$2B |
+$1.58B |
-$61.1M |
+$1.52B |
TRCO, RHT, LLL, FDC, NAVG
|
13F-HR |
5/3/2019, 02:15 PM |
Q4 2018 |
95 |
$1.34B |
+$876M |
-$73.3M |
+$802M |
FOXA, VVC, TRCO, DNB, IMPV
|
13F-HR |
2/5/2019, 02:14 PM |
Q3 2018 |
100 |
$1.8B |
+$1.07B |
-$151M |
+$915M |
FOXA, PF, FCEA, COL, KLXI
|
13F-HR |
11/13/2018, 08:52 AM |
Q2 2018 |
118 |
$1.83B |
+$1.06B |
-$240M |
+$825M |
NXPI, COL, VR, KS, XL
|
13F-HR |
8/9/2018, 04:35 PM |
Q1 2018 |
92 |
$2.49B |
+$1.81B |
-$177M |
+$1.63B |
NXPI, MON, CALD, CSRA, COL
|
13F-HR |
5/14/2018, 05:14 PM |
Q4 2017 |
90 |
$1.62B |
+$865M |
-$101M |
+$764M |
NXPI, TWX, CPN, COL, TRCO
|
13F-HR |
2/13/2018, 01:44 PM |
Q3 2017 |
109 |
$2.11B |
+$1.16B |
-$95.2M |
+$1.06B |
NXPI, BCR, TWX, PRXL, VWR
|
13F-HR |
11/14/2017, 01:40 PM |
Q2 2017 |
108 |
$2.13B |
+$1.51B |
-$40.2M |
+$1.47B |
AWHHF, PNRA, NXPI, MBBYF, TWX
|
13F-HR |
8/14/2017, 12:41 PM |
Q1 2017 |
88 |
$1.76B |
+$1.18B |
-$47.6M |
+$1.13B |
AWHHF, WWAV, VAL, PVTB, NXPI
|
13F-HR |
5/15/2017, 03:49 PM |
Q4 2016 |
110 |
$1.46B |
+$928M |
-$121M |
+$807M |
STJ, CST, HAR, WWAV, TMH
|
13F-HR |
2/14/2017, 07:38 AM |
Q3 2016 |
128 |
$1.56B |
+$927M |
-$35.5M |
+$891M |
ITC, LNKD, STJ, PNY, N
|
13F-HR |
11/17/2016, 09:38 AM |
Q2 2016 |
136 |
$2.02B |
+$1.63B |
-$44.3M |
+$1.59B |
HOT, GAS, ITC, FMER, QLIK
|
13F-HR |
8/15/2016, 10:58 AM |
Q1 2016 |
127 |
$1.51B |
+$1.03B |
-$78.6M |
+$948M |
CAM, HPY, TWC, YOKU, SNDK
|
Restatement |
5/16/2016, 04:45 PM |
Q4 2015 |
108 |
$1.86B |
+$1.35B |
-$84.7M |
+$1.26B |
PCP, CB, HNT, BMR, HPY
|
13F-HR |
2/16/2016, 08:18 AM |
Q3 2015 |
98 |
$1.99B |
+$1.39B |
-$84M |
+$1.3B |
PRE, PCP, CBXXXX, SIAL, CYT
|
Restatement |
1/4/2016, 03:48 PM |
Q2 2015 |
91 |
$2.48B |
+$1.57B |
-$69M |
+$1.5B |
A309PS, HSP, 4107PS, CTRX, WPZ
|
13F-HR |
8/14/2015, 12:27 PM |
Q1 2015 |
126 |
$2.68B |
+$2.02B |
-$119M |
+$1.9B |
TRW, SLXP, A309PS, FDO, HSP
|
13F-HR |
5/13/2015, 10:39 AM |
Q4 2014 |
102 |
$3B |
+$1.6B |
-$132M |
+$1.47B |
F113PS, TQNT, AGN, A309PS, PL
|
Restatement |
2/10/2015, 01:48 PM |
Q3 2014 |
155 |
$2.94B |
+$1.53B |
-$358M |
+$1.17B |
FWLT, TWTC, HCT, SWY, PL
|
Restatement |
11/12/2014, 12:09 PM |
Q2 2014 |
99 |
$2.94B |
+$2.03B |
-$131M |
+$1.9B |
FRX, UNS, SWY, FWLT, ESC
|
13F-HR |
8/13/2014, 09:09 AM |
Q1 2014 |
84 |
$2.82B |
+$2.3B |
-$41.7M |
+$2.26B |
BEAM, BRE, FRX, JOSB, LSI
|
13F-HR |
5/14/2014, 01:23 PM |
Q4 2013 |
64 |
$1.8B |
|
|
|
LIFE, PRGOXXXX, LPS, SNTS, HTSI
|
13F-HR |
2/14/2014, 09:08 AM |