Q4 2024 |
5 |
$2.15B |
+$83.8M |
-$226M |
-$142M |
ALTR, GFS, PRM, AURA, ZNTL
|
13F-HR |
2/13/2025, 04:45 PM |
Q3 2024 |
7 |
$2.09B |
$0 |
-$10.9B |
-$10.9B |
ALTR, GFS, PRM, AURA, ZNTL
|
13F-HR |
11/14/2024, 04:03 PM |
Q2 2024 |
23 |
$13.1B |
+$4.4B |
-$134M |
+$4.26B |
NVDA, QCOM, TDG, ALTR, MRVL
|
13F-HR |
8/13/2024, 05:51 PM |
Q1 2024 |
23 |
$10.8B |
+$1.51B |
-$2.48B |
-$971M |
NVDA, TDG, QCOM, ALTR, MRVL
|
13F-HR |
5/14/2024, 04:31 PM |
Q4 2023 |
19 |
$9.72B |
+$336M |
-$210M |
+$126M |
NVDA, AMAT, AMZN, TDG, GFS
|
13F-HR |
2/13/2024, 05:02 PM |
Q3 2023 |
19 |
$8.34B |
+$369M |
|
+$369M |
NVDA, GFS, AMAT, AMZN, TDG
|
13F-HR |
11/14/2023, 04:03 PM |
Q2 2023 |
20 |
$8.61B |
+$999M |
-$1.11B |
-$111M |
NVDA, GFS, AMAT, TDG, AMZN
|
13F-HR |
8/14/2023, 06:03 PM |
Q1 2023 |
17 |
$7.36B |
+$911M |
-$129M |
+$782M |
NVDA, GFS, TDG, ALTR, AMAT
|
13F-HR |
5/15/2023, 04:09 PM |
Q4 2022 |
17 |
$5.24B |
+$945M |
|
+$945M |
GFS, NVDA, TDG, ALTR, AMZN
|
13F-HR |
2/13/2023, 03:58 PM |
Q3 2022 |
26 |
$5.23B |
+$1.4B |
|
+$1.4B |
GFS, TDG, CRWD, ALTR, AMZN
|
13F-HR |
11/14/2022, 03:30 PM |
Q2 2022 |
20 |
$4.41B |
+$347M |
-$381M |
-$33.4M |
TDG, GFS, CRWD, ALTR, QCOM
|
13F-HR |
8/15/2022, 05:13 PM |
Q1 2022 |
25 |
$8.33B |
+$1.67B |
|
+$1.67B |
DIS, NFLX, TDG, CRWD, GFS
|
13F-HR |
5/16/2022, 04:43 PM |
Q4 2021 |
22 |
$8.98B |
+$402M |
-$111M |
+$290M |
NFLX, TDG, CRM, ALTR, DIS
|
13F-HR |
2/14/2022, 04:45 PM |
Q3 2021 |
23 |
$8.79B |
+$272M |
-$499M |
-$228M |
NFLX, CRWD, CRM, DIS, TDG
|
13F-HR |
11/15/2021, 04:41 PM |
Q2 2021 |
23 |
$9.15B |
+$662M |
-$739M |
-$76.6M |
NFLX, CRWD, DIS, TDG, TWLO
|
13F-HR |
8/16/2021, 04:04 PM |
Q1 2021 |
30 |
$8.66B |
+$735M |
-$972M |
-$237M |
NFLX, DIS, TDG, CRM, CRWD
|
13F-HR |
5/17/2021, 04:33 PM |
Q4 2020 |
29 |
$9.25B |
+$383M |
|
+$383M |
NFLX, ADPT, DIS, TDG, CRWD
|
13F-HR |
2/16/2021, 03:33 PM |
Q3 2020 |
29 |
$7.52B |
+$1.18B |
-$393M |
+$788M |
NFLX, CRM, ADPT, DIS, TDG
|
13F-HR |
11/16/2020, 03:25 PM |
Q2 2020 |
23 |
$6.41B |
+$1.04B |
-$142M |
+$902M |
NFLX, ADPT, CRM, TDG, MU
|
13F-HR |
8/14/2020, 04:25 PM |
Q1 2020 |
22 |
$3.91B |
+$719M |
-$610M |
+$109M |
NFLX, ADPT, CRM, MU, TDG
|
13F-HR |
5/15/2020, 04:06 PM |
Q4 2019 |
22 |
$4.7B |
+$148M |
|
+$148M |
CRM, NFLX, ADPT, TDG, MU
|
13F-HR |
2/14/2020, 10:00 AM |
Q3 2019 |
24 |
$4.05B |
+$785M |
-$633M |
+$151M |
CRM, ADPT, NFLX, TDG, MU
|
13F-HR |
11/14/2019, 03:00 PM |
Q2 2019 |
24 |
$5.41B |
+$1.47B |
|
+$1.47B |
ADPT, NFLX, DATA, INCY, TDG
|
13F-HR |
8/14/2019, 04:10 PM |
Q1 2019 |
20 |
$3.75B |
+$382M |
-$83.5M |
+$299M |
NFLX, DATA, INCY, TDG, WDAY
|
13F-HR |
5/15/2019, 04:21 PM |
Q4 2018 |
19 |
$3.02B |
+$305M |
-$79.2M |
+$225M |
NFLX, DATA, INCY, WDAY, TDG
|
13F-HR |
2/14/2019, 03:18 PM |
Q3 2018 |
21 |
$4.05B |
+$189M |
|
+$189M |
NFLX, DATA, INCY, SGENXXXX, ADAP
|
13F-HR |
11/14/2018, 03:09 PM |
Q2 2018 |
20 |
$3.52B |
+$410M |
|
+$410M |
NFLX, DATA, INCY, SGENXXXX, ATVI
|
13F-HR |
8/14/2018, 04:08 PM |
Q1 2018 |
21 |
$2.87B |
+$415M |
-$704M |
-$289M |
NFLX, INCY, EXEL, DATA, SGENXXXX
|
13F-HR |
5/15/2018, 04:13 PM |
Q4 2017 |
20 |
$2.8B |
+$405M |
-$572M |
-$168M |
NFLX, EXEL, INCY, TDG, SGENXXXX
|
13F-HR |
2/14/2018, 03:09 PM |
Q3 2017 |
17 |
$3.13B |
+$162M |
|
+$162M |
NFLX, EXEL, WDAY, INCY, TDG
|
13F-HR |
11/14/2017, 03:29 PM |
Q2 2017 |
18 |
$2.94B |
+$452M |
|
+$452M |
NFLX, EXEL, WDAY, INCY, P
|
13F-HR |
8/14/2017, 04:26 PM |
Q1 2017 |
13 |
$2.41B |
+$476M |
-$272M |
+$204M |
NFLX, EXEL, P, WDAY, INCY
|
13F-HR |
5/15/2017, 04:09 PM |
Q4 2016 |
12 |
$2.04B |
+$219M |
-$24.2M |
+$195M |
NFLX, WDAY, P, TDG, INCY
|
13F-HR |
2/14/2017, 03:22 PM |
Q3 2016 |
15 |
$2.38B |
+$118M |
-$154M |
-$35.3M |
WDAY, NFLX, P, DATA, NEWR
|
13F-HR |
11/14/2016, 04:28 PM |
Q2 2016 |
15 |
$2.23B |
+$57.5M |
-$40.2M |
+$17.3M |
WDAY, NFLX, P, DATA, TDG
|
13F-HR |
8/15/2016, 04:09 PM |
Q1 2016 |
14 |
$2.05B |
+$499M |
-$168M |
+$330M |
NFLX, WDAY, DATA, P, TDG
|
13F-HR |
5/16/2016, 04:09 PM |
Q4 2015 |
17 |
$2.22B |
+$143M |
-$46.7M |
+$96.1M |
NFLX, WDAY, DATA, TDG, LGF
|
13F-HR |
2/16/2016, 03:17 PM |
Q3 2015 |
18 |
$2.16B |
+$631M |
-$32.8M |
+$598M |
NFLX, WDAY, DATA, LGF, TDG
|
13F-HR |
11/16/2015, 03:17 PM |
Q2 2015 |
20 |
$2.25B |
+$161M |
-$18.5M |
+$142M |
NFLX, DATA, WDAY, LGF, TRIP
|
13F-HR |
8/14/2015, 04:14 PM |
Q1 2015 |
19 |
$1.94B |
+$367M |
-$85.8M |
+$281M |
NFLX, DATA, WDAY, LGF, TRIP
|
13F-HR |
5/15/2015, 04:26 PM |
Q4 2014 |
17 |
$1.89B |
+$258M |
-$25.5M |
+$232M |
LNKD, DATA, WDAY, NFLX, ILMN
|
13F-HR |
2/17/2015, 03:36 PM |
Q3 2014 |
18 |
$1.87B |
+$84.3M |
-$57.1M |
+$27.1M |
LNKD, WDAY, DATA, LGF, ILMN
|
13F-HR |
11/14/2014, 03:22 PM |
Q2 2014 |
18 |
$1.82B |
+$512M |
-$85M |
+$427M |
LNKD, WDAY, ILMN, WAG, LGF
|
13F-HR |
8/14/2014, 08:41 AM |
Q1 2014 |
19 |
$1.5B |
+$400M |
-$220M |
+$180M |
LNKD, WDAY, HRB, TDG, WAG
|
13F-HR |
5/15/2014, 08:37 AM |
Q4 2013 |
20 |
$1.39B |
|
|
|
WDAY, NFLX, HRB, META, TDG
|
13F-HR |
2/14/2014, 06:43 AM |