| Q3 2025 |
66 |
$11.1B |
+$7.76B |
-$4.5B |
+$3.26B |
CYBR, EA, NSC, K, VRNA
|
13F-HR |
11/14/2025, 04:30 PM |
| Q2 2025 |
64 |
$7.84B |
+$3B |
-$2.78B |
+$223M |
HES, K, JNPR, BPMC, SKX
|
13F-HR |
8/14/2025, 04:30 PM |
| Q1 2025 |
63 |
$7.17B |
+$2.66B |
-$1.55B |
+$1.1B |
HES, X, ITCI, K, BA
|
13F-HR |
5/15/2025, 04:30 PM |
| Q4 2024 |
55 |
$5.81B |
+$1.08B |
-$840M |
+$240M |
HES, X, SMAR, JNPR, EDR
|
13F-HR |
2/14/2025, 04:30 PM |
| Q3 2024 |
52 |
$5.46B |
+$1.48B |
-$534M |
+$944M |
X, HES, SPY, K, EDR
|
13F-HR |
11/14/2024, 04:32 PM |
| Q2 2024 |
53 |
$4.62B |
+$1.63B |
-$2.89B |
-$1.26B |
X, HES, BA, EDR, JNPR
|
13F-HR |
7/31/2024, 04:30 PM |
| Q1 2024 |
57 |
$6.1B |
+$2.6B |
-$1.95B |
+$653M |
PXD, HES, X, BA, JNPR
|
13F-HR |
5/15/2024, 04:30 PM |
| Q4 2023 |
68 |
$5.33B |
+$4.04B |
-$9.24B |
-$5.21B |
PXD, SPLK, HES, X, KRTX
|
13F-HR |
2/14/2024, 04:30 PM |
| Q3 2023 |
163 |
$18.6B |
+$5.43B |
-$2.38B |
+$3.04B |
ATVI, SGEN, SGEN, HZNP, ATVI
|
13F-HR |
11/14/2023, 04:55 PM |
| Q2 2023 |
178 |
$14.5B |
+$6.51B |
-$2.36B |
+$4.15B |
SGEN, ATVI, ATVI, HZNP, SGEN
|
13F-HR |
8/14/2023, 05:30 PM |
| Q1 2023 |
144 |
$10.3B |
+$6.08B |
-$790M |
+$5.29B |
ATVI, ATVI, HZNP, SPY, SGEN
|
13F-HR |
5/15/2023, 04:30 PM |
| Q4 2022 |
123 |
$5.7B |
+$2.27B |
-$628M |
+$1.64B |
ATVI, ATVI, SPY, HZNP, HZNP
|
13F-HR |
2/14/2023, 03:30 PM |
| Q3 2022 |
149 |
$8.94B |
+$4.89B |
-$217M |
+$4.67B |
TWTR, TRQ, TWTR, ATVI, ATVI
|
13F-HR |
11/14/2022, 04:13 PM |
| Q2 2022 |
176 |
$8.51B |
+$3.98B |
-$1.06B |
+$2.92B |
ATVI, TWTR, TRQ, CTXS, CCMP
|
13F-HR |
8/15/2022, 05:03 PM |
| Q1 2022 |
161 |
$8.36B |
+$4.83B |
-$1.1B |
+$3.72B |
ATVI, TRQ, CTXS, NLSN, CERN
|
13F-HR |
5/16/2022, 04:30 PM |
| Q4 2021 |
205 |
$9.2B |
+$2.91B |
-$1.55B |
+$1.36B |
INFO, NUAN, XLNX, COHR, CONE
|
13F-HR |
2/11/2022, 03:30 PM |
| Q3 2021 |
183 |
$7.28B |
+$2.61B |
-$4.86B |
-$2.24B |
INFO, NUAN, KSU, PPD, XLNX
|
13F-HR |
11/15/2021, 04:30 PM |
| Q2 2021 |
259 |
$9.74B |
+$3.9B |
-$3.43B |
+$462M |
MXIM, ALXN, WORK, INFO, NUAN
|
13F-HR |
8/16/2021, 04:30 PM |
| Q1 2021 |
276 |
$8.64B |
+$3.79B |
-$1.7B |
+$2.09B |
MXIM, WORK, XLNX, ALXN, INFO
|
13F-HR |
5/17/2021, 04:30 PM |
| Q4 2020 |
235 |
$8.28B |
+$4.08B |
-$2.6B |
+$1.48B |
MXIM, WORK, TIF, XLNX, ALXN
|
13F-HR |
2/16/2021, 03:53 PM |
| Q3 2020 |
219 |
$7.73B |
+$2.89B |
-$330M |
+$2.56B |
TIF, SPY, MXIM, IMMU, PCG
|
Restatement |
12/9/2020, 04:20 PM |
| Q2 2020 |
158 |
$5.61B |
+$1.82B |
-$761M |
+$1.06B |
TIF, SPY, PCG, WUBA, AMTD
|
13F-HR |
8/14/2020, 04:31 PM |
| Q1 2020 |
123 |
$6.06B |
+$2.79B |
-$633M |
+$2.16B |
MLNX, AGN, SPY, TIF, CY
|
13F-HR |
5/15/2020, 04:30 PM |
| Q4 2019 |
151 |
$6.11B |
+$2.03B |
-$789M |
+$1.24B |
ZAYO, AMTD, PCG, CY, TIF
|
13F-HR |
2/14/2020, 03:30 PM |
| Q3 2019 |
154 |
$6.4B |
+$1.42B |
-$1.88B |
-$459M |
CELG, SPY, ZAYO, CY, ONCE
|
13F-HR |
11/14/2019, 03:30 PM |
| Q2 2019 |
181 |
$9.31B |
+$4.77B |
-$2.01B |
+$2.77B |
APC, AGN, CELG, RHT, ZAYO
|
13F-HR |
8/14/2019, 04:30 PM |
| Q1 2019 |
136 |
$7.93B |
+$4.6B |
-$5.58B |
-$975M |
CELG, RHT, TRQ, WCG, NXPI
|
13F-HR |
5/15/2019, 04:30 PM |
| Q4 2018 |
137 |
$11.7B |
+$6.58B |
-$889M |
+$5.69B |
SPY, NXPI, FOXA, FOX, TRQ
|
Restatement |
4/26/2019, 05:06 PM |
| Q3 2018 |
145 |
$11.8B |
+$2.96B |
-$2.07B |
+$886M |
AET, NXPI, ESRX, COL, FOX
|
Restatement |
4/26/2019, 05:11 PM |
| Q2 2018 |
120 |
$13.7B |
+$6.1B |
-$1.45B |
+$4.65B |
NXPI, AABA, ESRX, AET, FOX
|
13F-HR |
8/14/2018, 04:45 PM |
| Q1 2018 |
91 |
$14.2B |
+$3.45B |
-$3.42B |
+$37.6M |
MON, NXPI, AET, COL, TWX
|
13F-HR |
5/15/2018, 04:45 PM |
| Q4 2017 |
96 |
$15B |
+$5.03B |
-$645M |
+$4.39B |
NXPI, MON, QCOM, AET, TWX
|
13F-HR |
2/7/2018, 02:02 PM |
| Q3 2017 |
102 |
$11.7B |
+$3.36B |
-$1.2B |
+$2.16B |
NXPI, MON, TWX, LVLT, AABA
|
13F-HR |
11/14/2017, 03:47 PM |
| Q2 2017 |
106 |
$10.9B |
+$4.56B |
-$245M |
+$4.32B |
NXPI, LVLT, MBBYF, TWX, RAI
|
Restatement |
8/15/2017, 05:19 PM |
| Q1 2017 |
97 |
$8.17B |
+$3.63B |
-$2.12B |
+$1.52B |
NXPI, LVLT, MJN, MBBYF, MON
|
13F-HR |
5/15/2017, 04:47 PM |
| Q4 2016 |
112 |
$7.82B |
+$2.86B |
-$1.34B |
+$1.52B |
NXPI, LVLT, TRQ, HUM, DVMT
|
13F-HR |
2/14/2017, 04:22 PM |
| Q3 2016 |
120 |
$10.8B |
+$5.55B |
-$646M |
+$4.91B |
PG, LNKD, AGN, TRQ, SYF
|
13F-HR |
11/14/2016, 03:57 PM |
| Q2 2016 |
103 |
$7.48B |
+$2.43B |
-$3.9B |
-$1.47B |
EMC, LNKD, AGN, TRQ, MDVN
|
13F-HR |
8/15/2016, 04:45 PM |
| Q1 2016 |
90 |
$13.6B |
+$4.43B |
-$2.1B |
+$2.33B |
AGN, TWC, SNDK, BXLT, EMC
|
13F-HR |
5/16/2016, 04:45 PM |
| Q4 2015 |
108 |
$14.6B |
|
|
|
AGN, BRCM, TWC, PCP, SNDK
|
New Holdings |
3/18/2016, 05:08 PM |
| Q4 2015 |
108 |
$14.6B |
+$7.1B |
-$760M |
+$6.34B |
AGN, BRCM, TWC, PCP, SNDK
|
Restatement |
3/18/2016, 05:02 PM |
| Q3 2015 |
134 |
$11.4B |
+$3.3B |
-$3.86B |
-$563M |
BRCM, TWC, PCP, ALTR, BHI
|
13F-HR |
11/16/2015, 03:45 PM |
| Q2 2015 |
165 |
$18.8B |
+$9.92B |
-$754M |
+$9.17B |
A309PS, BRCM, TWC, HSP, PLL
|
13F-HR |
8/14/2015, 04:30 PM |
| Q1 2015 |
154 |
$13.4B |
+$5.19B |
-$1.11B |
+$4.08B |
A309PS, SLXP, PCYC, HSP, TWC
|
13F-HR |
5/15/2015, 04:30 PM |
| Q4 2014 |
146 |
$14.1B |
+$6.14B |
-$684M |
+$5.45B |
AGN, A309PS, F113PS, TRW, CFN
|
13F-HR |
2/17/2015, 04:00 PM |
| Q3 2014 |
179 |
$10.4B |
+$3.89B |
-$1.65B |
+$2.23B |
A309PS, AGN, THI, TRW, TRQ
|
13F-HR |
11/14/2014, 03:45 PM |
| Q2 2014 |
152 |
$9.41B |
+$6.95B |
-$302M |
+$6.65B |
CBS, A309PS, AGN, TWC, TRQ
|
13F-HR |
8/14/2014, 04:45 PM |
| Q1 2014 |
122 |
$3.74B |
+$1.79B |
-$387M |
+$1.4B |
TRQ, TWC, ZTS, BEAM, JOSB
|
13F-HR |
5/15/2014, 04:45 PM |
| Q4 2013 |
117 |
$3.47B |
|
|
|
TWC, TRQ, ZTS, VPHM, LPS
|
13F-HR |
2/14/2014, 04:09 PM |