Q4 2023 |
94 |
$516M |
+$7.19M |
-$31.6M |
-$24.4M |
NVDA, AAPL, AMZN, IDXX, ISRG
|
13F-HR |
2/13/2024, 09:37 AM |
Q3 2023 |
96 |
$489M |
+$10.6M |
-$18.9M |
-$8.31M |
NVDA, AAPL, AMZN, ISRG, IDXX
|
13F-HR |
10/27/2023, 02:35 PM |
Q2 2023 |
96 |
$522M |
+$12.7M |
-$9.58M |
+$3.13M |
NVDA, AAPL, AMZN, ISRG, IDXX
|
13F-HR |
8/3/2023, 10:56 AM |
Q1 2023 |
96 |
$486M |
+$7.99M |
-$7.99M |
+$4.2K |
AAPL, NVDA, IDXX, PAYC, AMZN
|
13F-HR |
5/12/2023, 11:38 AM |
Q4 2022 |
98 |
$448M |
+$12.6M |
-$20.2M |
-$7.58M |
AAPL, PAYC, IDXX, ISRG, AMZN
|
13F-HR |
2/14/2023, 12:42 PM |
Q3 2022 |
108 |
$468M |
+$18.8M |
-$2.49M |
+$16.3M |
AAPL, PAYC, AMZN, FTNT, IDXX
|
13F-HR |
11/7/2022, 01:28 PM |
Q2 2022 |
104 |
$482M |
+$62.9M |
-$22.2M |
+$40.8M |
AAPL, FTNT, PAYC, AMZN, IDXX
|
13F-HR |
8/11/2022, 04:01 PM |
Q1 2022 |
117 |
$674M |
+$52.6M |
-$10.3M |
+$42.3M |
AAPL, NVDA, FTNT, AMZN, IDXX
|
13F-HR |
5/12/2022, 11:44 AM |
Q4 2021 |
115 |
$732M |
+$43.9M |
-$6.47M |
+$37.5M |
AAPL, NVDA, FTNT, AMZN, IDXX
|
13F-HR |
1/26/2022, 06:52 PM |
Q3 2021 |
110 |
$700M |
+$31.9M |
-$11.4M |
+$20.5M |
PAYC, AAPL, AMZN, IDXX, FTNT
|
13F-HR |
11/12/2021, 05:19 PM |
Q2 2021 |
106 |
$688M |
+$22.3M |
-$56.1M |
-$33.8M |
AMZN, AAPL, IDXX, PAYC, NVDA
|
13F-HR |
8/12/2021, 10:53 AM |
Q1 2021 |
101 |
$646M |
+$23.5M |
-$29.1M |
-$5.64M |
AMZN, PAYC, AAPL, IDXX, TDOC
|
13F-HR |
5/11/2021, 11:11 AM |
Q4 2020 |
99 |
$659M |
+$27.6M |
-$12.6M |
+$15M |
PAYC, AAPL, AMZN, IDXX, TDOC
|
13F-HR |
2/11/2021, 11:04 AM |
Q3 2020 |
92 |
$569M |
+$32.6M |
-$4.71M |
+$27.9M |
AMZN, AAPL, TDOC, PAYC, IDXX
|
13F-HR |
11/12/2020, 06:49 PM |
Q2 2020 |
87 |
$534M |
+$42.7M |
-$4.04M |
+$38.7M |
AMZN, PAYC, TDOC, AAPL, ADBE
|
13F-HR |
8/12/2020, 05:54 PM |
Q1 2020 |
80 |
$386M |
+$33.1M |
-$22.9M |
+$10.2M |
AMZN, TDOC, PAYC, AAPL, NFLX
|
13F-HR |
5/1/2020, 04:33 PM |
Q4 2019 |
118 |
$551M |
+$23.9M |
-$4.32M |
+$19.6M |
PAYC, AAPL, AMZN, ISRG, IDXX
|
13F-HR |
2/12/2020, 08:27 AM |
Q3 2019 |
119 |
$482M |
+$29.2M |
-$1.96M |
+$27.2M |
PAYC, AMZN, AAPL, IDXX, ISRG
|
13F-HR |
11/13/2019, 09:48 AM |
Q2 2019 |
110 |
$479M |
+$10.1M |
-$5.05M |
+$5.02M |
PAYC, AMZN, IDXX, ISRG, AAPL
|
13F-HR |
8/14/2019, 10:13 AM |
Q1 2019 |
113 |
$472M |
+$33.3M |
-$8.62M |
+$24.7M |
PAYC, AMZN, ISRG, AAPL, NFLX
|
13F-HR |
5/13/2019, 11:47 AM |
Q4 2018 |
102 |
$375M |
+$9.85M |
-$9.36M |
+$489K |
AMZN, PAYC, ISRG, AAPL, CRM
|
13F-HR |
2/12/2019, 12:04 PM |
Q3 2018 |
117 |
$502M |
+$18.5M |
-$3.8M |
+$14.7M |
AMZN, PAYC, AAPL, ISRG, NFLX
|
13F-HR |
11/14/2018, 12:32 PM |
Q2 2018 |
116 |
$459M |
+$13.2M |
-$12.2M |
+$992K |
AMZN, NFLX, AAPL, ISRG, PAYC
|
13F-HR |
8/3/2018, 10:24 AM |
Q1 2018 |
116 |
$444M |
+$28.9M |
-$2.49M |
+$26.4M |
AMZN, PAYC, AAPL, NFLX, ISRG
|
13F-HR |
4/25/2018, 04:31 PM |
Q4 2017 |
113 |
$426M |
+$57.5M |
-$11.5M |
+$46M |
AAPL, AMZN, PAYC, ISRG, WYNN
|
13F-HR |
2/6/2018, 12:59 PM |
Q3 2017 |
105 |
$368M |
+$20.8M |
-$17.6M |
+$3.21M |
AAPL, AMZN, ISRG, WYNN, PAYC
|
13F-HR |
11/6/2017, 01:33 PM |
Q2 2017 |
106 |
$375M |
+$20M |
-$1.4M |
+$18.6M |
AAPL, AMZN, WYNN, PAYC, ISRG
|
13F-HR |
8/14/2017, 04:28 PM |
Q1 2017 |
107 |
$369M |
+$19.1M |
-$8.13M |
+$11M |
AAPL, AMZN, IDXX, WYNN, PAYC
|
13F-HR |
5/2/2017, 11:14 AM |
Q4 2016 |
103 |
$354M |
+$31.2M |
-$11M |
+$20.2M |
AAPL, AMZN, MS, MMP, IDXX
|
13F-HR |
1/25/2017, 01:03 PM |
Q3 2016 |
101 |
$334M |
+$16.8M |
-$17.4M |
-$522K |
AAPL, AMZN, BGS, MMP, ISRG
|
13F-HR |
11/8/2016, 02:29 PM |
Q2 2016 |
89 |
$326M |
+$17.5M |
-$3.39M |
+$14.1M |
OKE, AAPL, BGS, MMP, AMZN
|
13F-HR |
8/12/2016, 01:53 PM |
Q1 2016 |
87 |
$310M |
+$19M |
-$16.2M |
+$2.74M |
AAPL, UAA, MMP, WYNN, PANW
|
13F-HR |
5/13/2016, 10:05 AM |
Q4 2015 |
88 |
$315M |
+$19.9M |
-$23.5M |
-$3.55M |
AAPL, MMP, UAA, AMZN, PANW
|
13F-HR |
1/25/2016, 01:56 PM |
Q3 2015 |
93 |
$335M |
+$16.7M |
-$9.65M |
+$7.03M |
UAA, AAPL, NKE, MMP, BGS
|
13F-HR |
11/13/2015, 10:17 AM |
Q2 2015 |
107 |
$398M |
+$11.9M |
-$18.9M |
-$6.95M |
AAPL, UAA, BXXXXX, MMP, PANW
|
13F-HR |
8/13/2015, 02:27 PM |
Q1 2015 |
109 |
$425M |
+$78.1M |
-$24.9M |
+$53.3M |
AAPL, UAA, MMP, BXXXXX, CERN
|
13F-HR |
5/12/2015, 12:41 PM |
Q4 2014 |
103 |
$382M |
+$43.6M |
-$9.56M |
+$34M |
MMP, AAPL, UAA, BXXXXX, MA
|
13F-HR |
1/28/2015, 10:47 AM |
Q3 2014 |
106 |
$372M |
+$15.5M |
-$793K |
+$14.7M |
UAA, MMP, AAPL, BXXXXX, MO
|
13F-HR |
11/5/2014, 12:46 PM |
Q2 2014 |
107 |
$378M |
+$57.1M |
-$1.79M |
+$55.4M |
MMP, BXXXXX, UAA, AAPL, HP
|
13F-HR |
8/1/2014, 03:46 PM |
Q1 2014 |
104 |
$344M |
+$18.1M |
-$1.67M |
+$16.4M |
BXXXXX, UAA, MMP, KORS, HP
|
13F-HR |
5/13/2014, 05:12 PM |
Q4 2013 |
105 |
$328M |
|
|
|
BXXXXX, MMP, BGS, AAPL, MA
|
13F-HR |
2/12/2014, 03:30 PM |