Q4 2024 |
13 |
$170M |
+$101M |
-$18M |
+$83.4M |
JNPR, K, HCP, SMAR, HES
|
13F-HR |
2/14/2025, 04:09 PM |
Q3 2024 |
12 |
$85.6M |
+$48.2M |
-$47.1M |
+$1.08M |
JNPR, EDR, HES, SMAR, SRCL
|
13F-HR |
11/14/2024, 04:23 PM |
Q2 2024 |
12 |
$82.9M |
+$38.1M |
-$41.3M |
-$3.2M |
EDR, CERE, HES, X, HCP
|
13F-HR |
8/14/2024, 04:08 PM |
Q1 2024 |
9 |
$86.1M |
+$58.7M |
-$64.2M |
-$5.51M |
EDR, PXD, X, SWAV, CERE
|
13F-HR |
5/15/2024, 04:04 PM |
Q4 2023 |
8 |
$92.5M |
+$89.4M |
-$328M |
-$239M |
KRTX, X, CERE, SPLK, EDR
|
13F-HR |
2/14/2024, 04:39 PM |
Q3 2023 |
19 |
$411M |
+$287M |
-$71.8M |
+$215M |
ATVI, HZNP, ATVI, ATVI, SGEN
|
13F-HR |
11/14/2023, 04:17 PM |
Q2 2023 |
19 |
$180M |
+$137M |
-$140M |
-$2.88M |
HZNP, HZNP, SGEN, ISEE, HZNP
|
13F-HR |
8/14/2023, 05:16 PM |
Q1 2023 |
10 |
$182M |
+$141M |
-$1.2M |
+$139M |
SJR, HZNP, NATI, LSI, OSH
|
13F-HR |
5/15/2023, 04:00 PM |
Q4 2022 |
15 |
$115M |
+$70.8M |
-$14.6M |
+$56.2M |
HZNP, AAWW, LHCG, SJR, SGFY
|
13F-HR |
2/14/2023, 03:30 PM |
Q3 2022 |
22 |
$215M |
+$171M |
-$6.81M |
+$164M |
ZEN, GBT, CHNG, SJR, TWTR
|
13F-HR |
11/14/2022, 03:32 PM |
Q2 2022 |
19 |
$101M |
+$75M |
-$6.9M |
+$68.1M |
SJR, COHR, SWX, ZEN, TWTR
|
13F-HR |
8/15/2022, 04:00 PM |
Q1 2022 |
19 |
$155M |
+$136M |
|
+$136M |
PLAN, ZEN, CERN, NLSN, VNE
|
13F-HR |
5/16/2022, 04:00 PM |
Q4 2021 |
12 |
$186M |
+$146M |
-$13.3M |
+$133M |
XLNX, AMD, ATH, INFO, NUAN
|
13F-HR |
2/14/2022, 03:58 PM |
Q3 2021 |
16 |
$146M |
+$118M |
-$237M |
-$118M |
KSU, WTW, XLNX, ADI, STMP
|
13F-HR |
11/15/2021, 04:22 PM |
Q2 2021 |
18 |
$265M |
+$155M |
-$58.5M |
+$96.3M |
WORK, ALXN, MXIM, XLNX, KSU
|
13F-HR |
8/16/2021, 04:14 PM |
Q1 2021 |
19 |
$156M |
+$116M |
-$97.1M |
+$19.2M |
WORK, ALXN, RP, IPHI, GWPH
|
13F-HR |
5/17/2021, 04:00 PM |
Q4 2020 |
10 |
$141M |
+$106M |
-$741K |
+$105M |
TIF, WORK, XLNX, ACIA, CLGX
|
13F-HR |
2/16/2021, 04:08 PM |
Q3 2020 |
16 |
$139M |
+$111M |
-$13.4M |
+$97.6M |
LVGO, IMMU, TIF, NAV, MNTA
|
13F-HR |
11/16/2020, 03:03 PM |
Q2 2020 |
10 |
$169M |
+$155M |
-$1.43M |
+$154M |
TECD, TIF, TIF, PTLA, FSCT
|
13F-HR |
8/14/2020, 04:42 PM |
Q1 2020 |
15 |
$195M |
+$143M |
-$24.9M |
+$118M |
AGN, AGN, CY, MLNX, TIF
|
13F-HR |
5/15/2020, 04:13 PM |
Q4 2019 |
12 |
$155M |
+$108M |
-$20.6M |
+$87M |
AGN, TIF, ZAYO, QGEN, MDCO
|
13F-HR |
2/14/2020, 03:33 PM |
Q3 2019 |
10 |
$165M |
+$59.7M |
-$24.3M |
+$35.3M |
CELG, ONCE, ZAYO, AGN, MLNX
|
13F-HR |
11/14/2019, 03:04 PM |
Q2 2019 |
12 |
$276M |
+$160M |
-$25.9M |
+$134M |
RHT, APC, ONCE, CELG, ZAYO
|
13F-HR |
8/14/2019, 04:10 PM |
Q1 2019 |
15 |
$188M |
+$138M |
-$19.2M |
+$119M |
RHT, CVS, MLNX, CELG, CVS
|
13F-HR |
5/15/2019, 04:01 PM |
Q4 2018 |
13 |
$197M |
+$188M |
|
+$188M |
SHPG, CVS, CVS, ORBK, SHPG
|
13F-HR |
2/14/2019, 03:14 PM |
Q3 2018 |
13 |
$223M |
+$92.1M |
-$96.8M |
-$4.71M |
AET, COL, ESRX, NXPI, FOXA
|
13F-HR |
11/14/2018, 03:16 PM |
Q2 2018 |
14 |
$352M |
+$82.4M |
-$118M |
-$35.8M |
NXPI, AET, AABA, AKRXQ, NXPI
|
13F-HR |
8/14/2018, 04:19 PM |
Q1 2018 |
20 |
$583M |
+$130M |
-$142M |
-$12.4M |
AET, NXPI, AABA, AKRXQ, TWX
|
13F-HR |
5/15/2018, 04:03 PM |
Q4 2017 |
13 |
$680M |
+$279M |
-$63.2M |
+$216M |
AABA, AKRXQ, AET, TWX, TWX
|
13F-HR |
2/14/2018, 08:26 AM |
Q3 2017 |
24 |
$740M |
+$348M |
-$61.2M |
+$287M |
AABA, ALR, TWX, MON, AKRXQ
|
13F-HR |
11/14/2017, 01:05 PM |
Q2 2017 |
21 |
$623M |
+$353M |
-$24.8M |
+$328M |
AABA, ALR, MBBYF, RAI, MON
|
13F-HR |
8/14/2017, 04:48 PM |
Q1 2017 |
24 |
$580M |
+$193M |
-$44.8M |
+$149M |
YHOO, NXPI, RAI, MBBYF, ALR
|
13F-HR |
5/15/2017, 04:02 PM |
Q4 2016 |
17 |
$610M |
+$292M |
-$4.28M |
+$287M |
STJ, YHOO, NXPI, ALR, RAI
|
13F-HR |
2/14/2017, 03:56 PM |
Q3 2016 |
20 |
$574M |
+$292M |
-$43.7M |
+$249M |
LNKD, YHOO, STJ, ALR, MON
|
13F-HR |
11/14/2016, 04:05 PM |
Q2 2016 |
24 |
$554M |
+$308M |
-$90.6M |
+$218M |
LNKD, ALR, YHOO, AKRXQ, EMC
|
13F-HR |
8/15/2016, 04:03 PM |
Q1 2016 |
34 |
$801M |
+$455M |
-$80.5M |
+$374M |
TWC, BXLT, SNDK, AGN, AKRXQ
|
13F-HR |
5/16/2016, 04:17 PM |
Q4 2015 |
27 |
$611M |
+$237M |
-$6.42M |
+$230M |
TWC, AKRXQ, PRGO, VERXXXX, PCP
|
13F-HR |
2/16/2016, 03:36 PM |
Q3 2015 |
28 |
$540M |
+$367M |
-$15.2M |
+$352M |
ALTR, VERXXXX, TWC, HTZXXXX, PRGO
|
13F-HR |
11/16/2015, 03:23 PM |
Q2 2015 |
26 |
$532M |
+$253M |
-$36.7M |
+$216M |
A309PS, T104PS, ALTR, HTZXXXX, AGN
|
13F-HR |
8/14/2015, 04:29 PM |
Q1 2015 |
27 |
$851M |
+$570M |
-$123M |
+$446M |
SLXP, T104PS, A309PS, TWC, PCYC
|
13F-HR |
5/15/2015, 04:02 PM |
Q4 2014 |
14 |
$554M |
+$209M |
-$10.7M |
+$198M |
T104PS, F113PS, TWC, HTZXXXX, B108PS
|
13F-HR |
2/17/2015, 08:21 AM |
Q3 2014 |
17 |
$529M |
+$209M |
-$43.9M |
+$165M |
T104PS, LAMRXXXX, HTZXXXX, B108PS, TWC
|
13F-HR |
11/13/2014, 03:19 PM |
Q2 2014 |
20 |
$582M |
+$231M |
-$115M |
+$116M |
T104PS, FRX, HTZXXXX, B108PS, F113PS
|
13F-HR |
8/13/2014, 05:01 PM |
Q1 2014 |
23 |
$551M |
+$384M |
-$62.6M |
+$322M |
T104PS, HTZXXXX, MCK, LAMRXXXX, LAMRXXXX
|
13F-HR |
5/14/2014, 04:11 PM |
Q4 2013 |
22 |
$461M |
|
|
|
COLE, HTZXXXX, APC, LNCOQ, MBI
|
13F-HR |
2/13/2014, 03:03 PM |