Q4 2024 |
28 |
$272M |
+$6.08M |
-$5.88M |
+$209K |
TPX, WMB, GOOG, CPRT, ACGL
|
13F-HR |
2/14/2025, 03:01 PM |
Q3 2024 |
29 |
$259M |
+$24.3M |
-$776K |
+$23.5M |
TPX, ACGL, WMB, GOOG, CPRT
|
13F-HR |
11/14/2024, 03:01 PM |
Q2 2024 |
26 |
$226M |
+$6.7M |
$0 |
+$6.7M |
GOOG, TPX, ACGL, CPRT, WMB
|
13F-HR |
8/14/2024, 03:04 PM |
Q1 2024 |
24 |
$222M |
+$4.9M |
-$40.1M |
-$35.2M |
TPX, CPRT, ACGL, GOOG, WMB
|
13F-HR |
5/15/2024, 03:03 PM |
Q4 2023 |
24 |
$228M |
+$4.66M |
-$7.68M |
-$3.02M |
TPX, ACGL, GOOG, WMB, BECN
|
13F-HR |
2/14/2024, 04:07 PM |
Q3 2023 |
24 |
$212M |
+$10.8M |
-$1.44M |
+$9.38M |
TPX, ACGL, WMB, GOOG, CPRT
|
13F-HR |
11/14/2023, 04:08 PM |
Q2 2023 |
24 |
$207M |
|
-$1.93M |
-$1.93M |
TPX, ACGL, CPRT, WMB, BECN
|
13F-HR |
8/14/2023, 03:48 PM |
Q1 2023 |
24 |
$191M |
+$4.5M |
-$314K |
+$4.18M |
TPX, ACGL, WMB, CPRT, GOOG
|
13F-HR |
5/15/2023, 04:26 PM |
Q4 2022 |
23 |
$171M |
+$13.9M |
-$2.32M |
+$11.6M |
WMB, TPX, ACGL, CPRT, BECN
|
13F-HR |
2/14/2023, 03:14 PM |
Q3 2022 |
26 |
$162M |
+$11.8M |
-$179K |
+$11.6M |
WMB, ACGL, TPX, BECN, DINO
|
13F-HR |
11/14/2022, 03:26 PM |
Q2 2022 |
26 |
$165M |
+$3.36M |
-$8.09M |
-$4.73M |
WMB, ACGL, GOOG, BECN, CPRT
|
13F-HR |
8/15/2022, 04:38 PM |
Q1 2022 |
26 |
$204M |
+$11.1M |
-$4.69M |
+$6.37M |
WMB, GOOG, BECN, ACGL, TPX
|
13F-HR |
5/16/2022, 04:29 PM |
Q4 2021 |
28 |
$219M |
+$13.8M |
-$10.8M |
+$2.96M |
TPX, GOOG, WMB, CPRT, BECN
|
13F-HR |
2/14/2022, 03:04 PM |
Q3 2021 |
30 |
$215M |
+$4.69M |
-$9.35M |
-$4.66M |
TPX, WMB, GOOG, CPRT, BECN
|
13F-HR |
11/15/2021, 04:30 PM |
Q2 2021 |
30 |
$219M |
+$688K |
-$33.3M |
-$32.6M |
TPX, BECN, GOOG, WMB, CPRT
|
13F-HR |
8/16/2021, 04:26 PM |
Q1 2021 |
30 |
$235M |
+$7.43M |
-$48.7M |
-$41.2M |
TPX, BECN, FI, GOOG, ACGL
|
13F-HR |
5/17/2021, 04:27 PM |
Q4 2020 |
28 |
$248M |
+$18.8M |
-$15.1M |
+$3.7M |
CPRT, TPX, QRVO, PYPL, BECN
|
13F-HR |
2/16/2021, 02:02 PM |
Q3 2020 |
28 |
$216M |
+$14.1M |
-$7.36M |
+$6.71M |
CPRT, TPX, QRVO, PYPL, FI
|
13F-HR |
11/16/2020, 02:45 PM |
Q2 2020 |
28 |
$190M |
+$11.3M |
-$9.62M |
+$1.72M |
CPRT, TPX, QRVO, FI, NDAQ
|
13F-HR |
8/14/2020, 03:54 PM |
Q1 2020 |
26 |
$140M |
+$13.9M |
-$3.9M |
+$9.99M |
CPRT, QRVO, FI, TPX, NDAQ
|
13F-HR |
5/15/2020, 04:05 PM |
Q4 2019 |
26 |
$195M |
+$5.11M |
-$6.22M |
-$1.11M |
CPRT, QRVO, TPX, FI, ACGL
|
13F-HR |
2/14/2020, 03:18 PM |
Q3 2019 |
26 |
$181M |
+$14.3M |
-$7.46M |
+$6.87M |
CPRT, TPX, QRVO, ACGL, FI
|
13F-HR |
11/14/2019, 03:23 PM |
Q2 2019 |
26 |
$179M |
+$10.4M |
-$7.08M |
+$3.31M |
CPRT, TPX, QRVO, ACGL, WMB
|
13F-HR |
8/14/2019, 04:27 PM |
Q1 2019 |
25 |
$163M |
+$6.13M |
-$12M |
-$5.84M |
CPRT, PYPL, QRVO, WMB, TPX
|
13F-HR |
5/15/2019, 03:00 PM |
Q4 2018 |
26 |
$140M |
+$14.3M |
-$4.22M |
+$10.1M |
PYPL, CPRT, QRVO, HFC, WMB
|
13F-HR |
2/14/2019, 11:01 AM |
Q3 2018 |
28 |
$171M |
+$7.52M |
-$5.18M |
+$2.33M |
PYPL, CPRT, HFC, QRVO, TPX
|
13F-HR |
11/14/2018, 03:25 PM |
Q2 2018 |
28 |
$166M |
+$14.8M |
-$788K |
+$14M |
CPRT, PYPL, HFC, QRVO, TPX
|
13F-HR |
8/14/2018, 04:24 PM |
Q1 2018 |
27 |
$145M |
+$6.34M |
-$17.9M |
-$11.6M |
CPRT, PYPL, QRVO, HFC, ACGL
|
13F-HR |
5/15/2018, 04:20 PM |
Q4 2017 |
30 |
$170M |
+$2.65M |
-$8.42M |
-$5.77M |
CPRT, PYPL, TPX, QRVO, HFC
|
13F-HR |
2/14/2018, 05:04 PM |
Q3 2017 |
31 |
$174M |
+$8.92M |
-$3.94M |
+$4.97M |
CPRT, PYPL, TPX, QRVO, ACGL
|
13F-HR |
11/14/2017, 03:18 PM |
Q2 2017 |
31 |
$157M |
+$26.1M |
-$8.38M |
+$17.8M |
CPRT, ACGL, TPX, QRVO, PYPL
|
13F-HR |
8/14/2017, 04:18 PM |
Q1 2017 |
32 |
$154M |
+$10.1M |
-$15.2M |
-$5.06M |
CPRT, ACGL, QRVO, WMB, SNPS
|
13F-HR |
5/15/2017, 04:34 PM |
Q4 2016 |
30 |
$151M |
+$16.1M |
-$9.58M |
+$6.48M |
CPRT, TPX, ACGL, WMB, SNPS
|
13F-HR |
2/14/2017, 03:28 PM |
Q3 2016 |
28 |
$136M |
+$5.1M |
-$6.4M |
-$1.3M |
CPRT, QRVO, TPX, ACGL, WMB
|
13F-HR |
11/14/2016, 03:22 PM |
Q2 2016 |
28 |
$125M |
+$14.8M |
-$2.48M |
+$12.4M |
CPRT, QRVO, TPX, SNPS, CPLA
|
13F-HR |
8/15/2016, 04:15 PM |
Q1 2016 |
27 |
$109M |
+$16.8M |
-$873K |
+$16M |
QRVO, CPRT, TPX, CPLA, SNPS
|
13F-HR |
5/16/2016, 03:23 PM |
Q4 2015 |
25 |
$97.4M |
+$13.3M |
-$5.82M |
+$7.48M |
QRVO, TPX, CPRT, ACGL, CPLA
|
13F-HR |
2/16/2016, 02:01 PM |
Q3 2015 |
25 |
$95.1M |
+$6.17M |
-$16M |
-$9.87M |
CPLA, TPX, CPRT, ACGL, SNPS
|
13F-HR |
11/16/2015, 01:21 PM |
Q2 2015 |
24 |
$129M |
+$17.3M |
-$1.05M |
+$16.2M |
QRVO, TSEM, SNPS, EXH, CPLA
|
13F-HR |
8/14/2015, 03:21 PM |
Q1 2015 |
22 |
$116M |
+$25.7M |
-$17.4M |
+$8.3M |
QRVO, TSEM, SNPS, EXH, TPX
|
13F-HR |
5/15/2015, 02:18 PM |
Q4 2014 |
27 |
$122M |
+$28.6M |
-$4.01M |
+$24.6M |
ELV, RFMD, NDAQ, SNPS, EMC
|
13F-HR |
2/13/2015, 03:13 PM |
Q3 2014 |
25 |
$106M |
+$6.72M |
-$10.6M |
-$3.93M |
V107SC, CHKXXXX, RFMD, NDAQ, SNPS
|
13F-HR |
11/14/2014, 01:12 PM |
Q2 2014 |
23 |
$116M |
+$3.77M |
-$2M |
+$1.77M |
V107SC, MTG, CHKXXXX, RFMD, GNW
|
13F-HR |
8/14/2014, 02:03 PM |
Q1 2014 |
23 |
$112M |
+$7.85M |
-$29M |
-$21.1M |
V107SC, MTG, SNPS, GNW, CHKXXXX
|
13F-HR |
5/15/2014, 03:31 PM |
Q4 2013 |
27 |
$147M |
|
|
|
GNW, ACGL, V107SC, MTG, SNPS
|
13F-HR |
2/14/2014, 01:05 PM |