Q1 2025 |
107 |
$132M |
+$2.45M |
-$4.77M |
-$2.32M |
NVO, AMZN, MSFT, MCO, TRI
|
13F-HR |
4/1/2025, 05:02 PM |
Q4 2024 |
110 |
$147M |
+$4.04M |
-$4.05M |
-$16.7K |
NVO, AMZN, MSFT, MCO, GOOG
|
13F-HR |
1/23/2025, 12:47 PM |
Q3 2024 |
104 |
$154M |
+$3.78M |
-$8.24M |
-$4.46M |
NVO, MSFT, AMZN, MCO, TRI
|
13F-HR |
10/15/2024, 02:40 PM |
Q2 2024 |
101 |
$164M |
+$7.91M |
-$11.7M |
-$3.79M |
NVO, MSFT, AMZN, MCO, GOOG
|
13F-HR |
7/24/2024, 03:08 PM |
Q1 2024 |
101 |
$161M |
+$2.08M |
-$6.22M |
-$4.14M |
NVO, MSFT, AMZN, MCO, ACLS
|
13F-HR |
4/18/2024, 02:14 PM |
Q4 2023 |
103 |
$149M |
+$4.39M |
-$4.26M |
+$134K |
NVO, MSFT, AMZN, ACLS, MCO
|
13F-HR |
1/16/2024, 11:01 AM |
Q3 2023 |
100 |
$136M |
+$16.6M |
-$2.44M |
+$14.2M |
NVO, MSFT, ACLS, AMZN, MCO
|
13F-HR |
10/10/2023, 11:34 AM |
Q2 2023 |
100 |
$138M |
+$7.86M |
-$1.49M |
+$6.37M |
NVO, MSFT, ACLS, AMZN, MCO
|
13F-HR |
7/17/2023, 02:08 PM |
Q1 2023 |
94 |
$127M |
+$1.53M |
-$1.77M |
-$237K |
NVO, MSFT, ACLS, AMZN, MCO
|
13F-HR |
4/20/2023, 12:57 PM |
Q4 2022 |
95 |
$117M |
+$1.17M |
-$8.27M |
-$7.1M |
NVO, MSFT, AMZN, MCO, ACLS
|
13F-HR |
1/24/2023, 12:17 PM |
Q3 2022 |
99 |
$116M |
+$7.55M |
-$2.09M |
+$5.45M |
NVO, MSFT, AMZN, VET, MCO
|
13F-HR |
10/31/2022, 12:17 PM |
Q2 2022 |
105 |
$127M |
+$7.71M |
-$2.79M |
+$4.93M |
NVO, MSFT, AMZN, MCO, TRIXXXX
|
13F-HR |
7/29/2022, 01:03 PM |
Q1 2022 |
109 |
$153M |
+$7.57M |
-$5.22M |
+$2.35M |
NVO, MSFT, AMZN, MCO, GOOG
|
13F-HR |
4/26/2022, 11:18 AM |
Q4 2021 |
102 |
$165M |
+$5.65M |
-$4.63M |
+$1.03M |
NVO, MSFT, AMZN, MCO, ACLS
|
13F-HR |
1/10/2022, 02:47 PM |
Q3 2021 |
102 |
$161M |
+$5.52M |
-$5.01M |
+$516K |
NVO, MSFT, AMZN, MCO, AZTA
|
13F-HR |
10/26/2021, 11:34 AM |
Q2 2021 |
103 |
$159M |
+$9.61M |
-$3.44M |
+$6.18M |
NVO, MSFT, AMZN, MCO, GOOG
|
13F-HR |
7/27/2021, 01:39 PM |
Q1 2021 |
102 |
$139M |
+$8.95M |
-$10.8M |
-$1.87M |
NVO, MSFT, AMZN, MCO, KOPN
|
Restatement |
5/5/2021, 05:40 PM |
Q4 2020 |
96 |
$129M |
+$8.37M |
-$2M |
+$6.37M |
NVO, MSFT, AMZN, MCO, OESX
|
Restatement |
4/25/2022, 04:25 PM |
Q3 2020 |
101 |
$115M |
+$9.14M |
-$2.91M |
+$6.23M |
MSFT, NVO, AMZN, MESO, MCO
|
13F-HR |
10/23/2020, 12:58 PM |
Q2 2020 |
103 |
$102M |
+$4M |
-$2.31M |
+$1.69M |
MSFT, NVO, AMZN, MCO, CRNC
|
13F-HR |
7/28/2020, 02:51 PM |
Q1 2020 |
103 |
$78.1M |
+$1.89M |
-$3.06M |
-$1.17M |
NVO, MSFT, AMZN, MCO, TRIXXXX
|
13F-HR |
4/14/2020, 04:00 PM |
Q4 2019 |
105 |
$103M |
+$6.71M |
-$1.24M |
+$5.47M |
NVO, MSFT, AMZN, MCO, TRIXXXX
|
13F-HR |
1/16/2020, 11:08 AM |
Q3 2019 |
102 |
$92.2M |
+$3.58M |
-$3.28M |
+$298K |
NVO, MSFT, AMZN, MCO, TRIXXXX
|
13F-HR |
10/11/2019, 02:00 PM |
Q2 2019 |
104 |
$93.2M |
+$6.83M |
-$2.68M |
+$4.15M |
NVO, MSFT, AMZN, MCO, CHGG
|
13F-HR |
7/15/2019, 02:21 PM |
Q1 2019 |
105 |
$96.1M |
+$4.05M |
-$3.1M |
+$953K |
NVO, MSFT, AMZN, CHGG, MCO
|
13F-HR |
4/24/2019, 11:40 AM |
Q4 2018 |
104 |
$87.5M |
+$3.36M |
-$2.43M |
+$931K |
NVO, MSFT, ESIO, AMZN, CHGG
|
13F-HR |
2/1/2019, 12:08 PM |
Q3 2018 |
107 |
$104M |
+$5.27M |
-$3.85M |
+$1.42M |
NVO, MSFT, AMZN, ESIO, KLIC
|
13F-HR |
10/23/2018, 02:49 PM |
Q2 2018 |
107 |
$104M |
+$4.75M |
-$1.48M |
+$3.27M |
NVO, MSFT, AMZN, KLIC, MCO
|
13F-HR |
7/30/2018, 03:29 PM |
Q1 2018 |
105 |
$100M |
+$3.57M |
-$10.9M |
-$7.32M |
NVO, MSFT, AMZN, KLIC, ESIO
|
13F-HR |
4/27/2018, 10:53 AM |
Q4 2017 |
105 |
$111M |
|
|
|
NVO, DAIO, AMZN, ESIO, MSFT
|
13F-HR |
2/21/2018, 02:18 PM |
Q3 2016 |
104 |
$89.1M |
+$3.77M |
-$7.59M |
-$3.82M |
NVO, AMZN, MSFT, FNF, GOOG
|
13F-HR |
10/27/2016, 11:58 AM |
Q2 2016 |
106 |
$90.7M |
+$4.9M |
-$3.88M |
+$1.01M |
NVO, AMZN, MSFT, FNF, GEXXXX
|
13F-HR |
8/5/2016, 10:58 AM |
Q1 2016 |
104 |
$89.6M |
+$4.3M |
-$3.08M |
+$1.22M |
NVO, MSFT, AMZN, FNF, ESIO
|
13F-HR |
4/21/2016, 12:15 PM |
Q4 2015 |
115 |
$96.3M |
+$7.27M |
-$3.21M |
+$4.06M |
NVO, MSFT, FNF, GEXXXX, AMZN
|
13F-HR |
1/29/2016, 01:38 PM |
Q3 2015 |
112 |
$93.8M |
+$12.1M |
-$1.93M |
+$10.2M |
NVO, MSFT, FNF, GEXXXX, SNPS
|
13F-HR |
11/12/2015, 11:18 AM |
Q2 2015 |
106 |
$104M |
+$3.44M |
-$4.67M |
-$1.23M |
NVO, MSFT, FNF, GEXXXX, IMMR
|
13F-HR |
8/4/2015, 02:05 PM |
Q1 2015 |
116 |
$111M |
+$11.4M |
-$4.5M |
+$6.86M |
NVO, MSFT, FNF, HBIO, AFFX
|
13F-HR |
4/27/2015, 03:16 PM |
Q4 2014 |
119 |
$109M |
+$5.51M |
-$1.25M |
+$4.26M |
NVO, MSFT, AFFX, FNF, HBIO
|
13F-HR |
1/28/2015, 11:53 AM |
Q3 2014 |
122 |
$106M |
+$7.13M |
-$574K |
+$6.56M |
NVO, MSFT, AFFX, FNF, BTE
|
13F-HR |
10/16/2014, 01:24 PM |
Q2 2014 |
118 |
$111M |
+$13.7M |
-$1.79M |
+$11.9M |
NVO, MSFT, AFFX, FNF, CLMT
|
13F-HR |
8/4/2014, 03:04 PM |
Q1 2014 |
103 |
$102M |
|
|
|
NVO, MSFT, HBIO, FNFXXXX, CLB
|
New Holdings |
5/7/2014, 12:14 PM |
Q1 2014 |
114 |
$106M |
+$13.7M |
-$3.8M |
+$9.94M |
NVO, MSFT, HBIO, FNFXXXX, CLB
|
13F-HR |
5/2/2014, 01:41 PM |
Q4 2013 |
109 |
$103M |
|
|
|
NVO, MSFT, FEIC, FNFXXXX, HBIO
|
13F-HR |
3/25/2014, 10:39 AM |