Q4 2024 |
161 |
$506M |
+$48.3M |
-$81.3M |
-$33.1M |
GOOGL, AMZN, MSFT, AVGO, OCUL
|
13F-HR |
1/27/2025, 12:20 PM |
Q3 2024 |
155 |
$507M |
+$71.7M |
-$89.2M |
-$17.5M |
AMZN, GOOGL, MSFT, UBER, OCUL
|
13F-HR |
10/25/2024, 01:26 PM |
Q2 2024 |
153 |
$523M |
+$75.9M |
-$54.8M |
+$21.2M |
GOOGL, AMZN, MSFT, UBER, NVDA
|
13F-HR |
7/16/2024, 03:56 PM |
Q1 2024 |
153 |
$507M |
+$68.9M |
-$65.1M |
+$3.8M |
AMZN, GOOGL, MSFT, UBER, OCUL
|
13F-HR |
4/17/2024, 04:15 PM |
Q4 2023 |
143 |
$444M |
+$49.9M |
-$91M |
-$41M |
GOOGL, AMZN, MSFT, UBER, CZR
|
13F-HR |
1/22/2024, 12:17 PM |
Q3 2023 |
154 |
$438M |
+$65.2M |
-$26.9M |
+$38.3M |
GOOGL, UBER, AMZN, MSFT, CZR
|
13F-HR |
10/23/2023, 03:52 PM |
Q2 2023 |
165 |
$457M |
+$91.4M |
-$34.6M |
+$56.8M |
GOOGL, MSFT, CZR, UBER, EQT
|
13F-HR |
7/18/2023, 11:03 AM |
Q1 2023 |
166 |
$405M |
+$105M |
-$55.2M |
+$49.7M |
GOOGL, MSFT, UBER, AMZN, EQT
|
13F-HR |
4/17/2023, 11:36 AM |
Q4 2022 |
164 |
$349M |
+$34.4M |
-$33.4M |
+$928K |
MSFT, GOOGL, UBER, EQT, AMZN
|
13F-HR |
1/25/2023, 02:35 PM |
Q3 2022 |
225 |
$407M |
+$69.4M |
-$26.9M |
+$42.5M |
MSFT, GOOGL, UBER, AMZN, EQT
|
13F-HR |
10/26/2022, 01:57 PM |
Q2 2022 |
234 |
$427M |
+$59.3M |
-$58.2M |
+$1.03M |
MSFT, GOOGL, UBER, EQT, AMZN
|
13F-HR |
7/18/2022, 12:35 PM |
Q1 2022 |
258 |
$583M |
+$99.5M |
-$54.9M |
+$44.6M |
MSFT, GOOGL, EQT, AMZN, UBER
|
13F-HR |
4/8/2022, 05:56 PM |
Q4 2021 |
255 |
$614M |
+$116M |
-$81.7M |
+$34M |
MSFT, GOOGL, AMZN, META, UBER
|
13F-HR |
1/24/2022, 05:54 PM |
Q3 2021 |
273 |
$663M |
+$100M |
-$128M |
-$28.2M |
AMZN, GOOGL, MSFT, META, OCUL
|
13F-HR |
10/13/2021, 12:49 PM |
Q2 2021 |
292 |
$727M |
+$114M |
-$97.6M |
+$16.9M |
AMZN, GOOGL, MSFT, OCUL, META
|
13F-HR |
7/15/2021, 01:28 PM |
Q1 2021 |
293 |
$671M |
+$146M |
-$124M |
+$21.7M |
AMZN, MSFT, OCUL, GOOGL, META
|
13F-HR |
4/20/2021, 05:46 PM |
Q4 2020 |
221 |
$653M |
+$148M |
-$47.4M |
+$101M |
OCUL, AMZN, MSFT, GOOGL, ATUS
|
13F-HR |
1/20/2021, 07:13 AM |
Q3 2020 |
215 |
$559M |
+$104M |
-$34.8M |
+$69.1M |
AMZN, MSFT, GOOGL, V, META
|
13F-HR |
10/23/2020, 11:52 AM |
Q2 2020 |
193 |
$478M |
+$89.5M |
-$31.4M |
+$58.1M |
AMZN, MSFT, GOOGL, OCUL, V
|
13F-HR |
7/29/2020, 10:13 AM |
Q1 2020 |
166 |
$362M |
+$60.1M |
-$49.1M |
+$11M |
AMZN, MSFT, GOOGL, V, ATUS
|
13F-HR |
4/22/2020, 11:32 AM |
Q4 2019 |
172 |
$493M |
+$132M |
-$55.5M |
+$76M |
AMZN, AAL, MSFT, GOOGL, SPY
|
13F-HR |
1/27/2020, 01:07 PM |
Q3 2019 |
164 |
$398M |
+$55.5M |
-$45.5M |
+$10M |
AMZN, GOOGL, MSFT, AAL, V
|
13F-HR |
10/24/2019, 04:06 PM |
Q2 2019 |
159 |
$457M |
+$62M |
-$54.3M |
+$7.62M |
AMZN, GOOGL, MSFT, CNC, AAL
|
13F-HR |
7/29/2019, 12:05 PM |
Q1 2019 |
161 |
$457M |
+$112M |
-$39.9M |
+$72.6M |
AMZN, GOOGL, MSFT, UNH, V
|
13F-HR |
4/22/2019, 12:23 PM |
Q4 2018 |
153 |
$362M |
+$52.7M |
-$42.3M |
+$10.5M |
AMZN, GOOGL, V, BABA, MSFT
|
13F-HR |
1/23/2019, 02:26 PM |
Q3 2018 |
175 |
$520M |
+$63.1M |
-$33.6M |
+$29.4M |
AMZN, GOOGL, BABA, V, META
|
13F-HR |
10/18/2018, 12:33 PM |
Q2 2018 |
172 |
$495M |
+$76.7M |
-$32.3M |
+$44.3M |
AMZN, GOOGL, META, BABA, V
|
13F-HR |
8/7/2018, 12:05 PM |
Q1 2018 |
182 |
$501M |
+$84.3M |
-$44.8M |
+$39.5M |
GOOGL, AMZN, BABA, META, V
|
13F-HR |
5/11/2018, 10:31 AM |
Q4 2017 |
176 |
$491M |
+$69.2M |
-$51.5M |
+$17.7M |
GOOGL, CMCSA, AMZN, META, V
|
13F-HR |
2/5/2018, 11:20 AM |
Q3 2017 |
166 |
$493M |
+$94.3M |
-$75.2M |
+$19.1M |
GOOGL, CMCSA, META, V, AMZN
|
13F-HR |
10/30/2017, 04:05 PM |
Q2 2017 |
162 |
$488M |
+$71.8M |
-$41.5M |
+$30.3M |
GOOGL, CMCSA, AAL, META, V
|
13F-HR |
7/24/2017, 03:23 PM |
Q1 2017 |
168 |
$489M |
+$122M |
-$42.9M |
+$78.7M |
GOOGL, C, V, DEPO, AAL
|
13F-HR |
4/26/2017, 11:19 AM |
Q4 2016 |
160 |
$428M |
+$135M |
-$61M |
+$73.7M |
DEPO, AAL, GOOGL, TAP, C
|
13F-HR |
1/20/2017, 03:38 PM |
Q3 2016 |
158 |
$442M |
+$72.6M |
-$45.9M |
+$26.7M |
DEPO, AAL, GOOGL, DAL, NXPI
|
13F-HR |
10/19/2016, 04:23 PM |
Q2 2016 |
149 |
$398M |
+$84.8M |
-$62.5M |
+$22.3M |
DEPO, GOOGL, AAL, LBTYK, ENDPQ
|
13F-HR |
7/26/2016, 09:49 AM |
Q1 2016 |
144 |
$396M |
+$119M |
-$62M |
+$57.5M |
DEPO, AAL, BABA, THC, LBTYK
|
13F-HR |
4/27/2016, 12:16 PM |
Q4 2015 |
154 |
$392M |
+$101M |
-$53.5M |
+$47.1M |
DEPO, AAL, BABA, LBTYK, AGN
|
13F-HR |
1/26/2016, 04:49 PM |
Q3 2015 |
179 |
$404M |
+$127M |
-$73.5M |
+$53.4M |
DEPO, AAL, BABA, URI, AGN
|
13F-HR |
10/29/2015, 12:53 PM |
Q2 2015 |
145 |
$455M |
+$82.5M |
-$22.9M |
+$59.6M |
DEPO, AGN, AAL, URI, ABBV
|
13F-HR |
8/4/2015, 04:41 PM |
Q1 2015 |
143 |
$454M |
+$77.5M |
-$61.1M |
+$16.3M |
DEPO, AAL, GM, B108PS, URI
|
13F-HR |
5/1/2015, 01:43 PM |
Q4 2014 |
141 |
$456M |
+$80.3M |
-$54.1M |
+$26.1M |
AAL, GM, DEPO, B108PS, CMCSA
|
13F-HR |
2/3/2015, 11:52 AM |
Q3 2014 |
145 |
$446M |
+$71.2M |
-$64.5M |
+$6.64M |
AAL, DEPO, GM, B108PS, HTZXXXX
|
13F-HR |
11/4/2014, 11:52 AM |
Q2 2014 |
146 |
$471M |
+$71.7M |
-$61M |
+$10.7M |
AAL, DEPO, GM, HTZXXXX, APC
|
13F-HR |
8/4/2014, 02:06 PM |
Q1 2014 |
147 |
$452M |
+$82.7M |
-$49.3M |
+$33.4M |
AAL, DEPO, HTZXXXX, CPA, C
|
13F-HR |
4/23/2014, 01:53 PM |
Q4 2013 |
143 |
$415M |
|
|
|
DEPO, AAL, HTZXXXX, URI, APC
|
13F-HR |
1/30/2014, 11:25 AM |