Q4 2024 |
204 |
$5.49B |
+$1.22B |
-$1.39B |
-$165M |
VRNA, TT, XMTR, GH, SRRK
|
13F-HR |
2/14/2025, 11:47 AM |
Q3 2024 |
180 |
$5.8B |
+$608M |
-$1.08B |
-$470M |
TT, DHI, ODFL, ROP, WCN
|
13F-HR |
11/14/2024, 04:22 PM |
Q2 2024 |
160 |
$5.84B |
+$650M |
-$822M |
-$172M |
TT, TMDX, WCN, ROP, ODFL
|
13F-HR |
8/13/2024, 02:33 PM |
Q1 2024 |
154 |
$6.32B |
+$805M |
-$797M |
+$7.91M |
TT, ZNTL, SWAV, ODFL, ROP
|
13F-HR |
5/15/2024, 10:12 AM |
Q4 2023 |
152 |
$6.13B |
+$800M |
-$909M |
-$109M |
XMTR, TT, ZNTL, ODFL, CLDX
|
Restatement |
2/20/2024, 05:16 PM |
Q3 2023 |
165 |
$5.55B |
+$542M |
-$546M |
-$4.76M |
ODFL, TT, ARGX, ZNTL, FLYW
|
13F-HR |
11/14/2023, 04:59 PM |
Q2 2023 |
165 |
$5.92B |
+$679M |
-$700M |
-$21.3M |
ZNTL, PANW, EXAS, ODFL, MTD
|
13F-HR |
8/15/2023, 10:17 AM |
Q1 2023 |
148 |
$5.45B |
+$628M |
-$444M |
+$184M |
MTD, PANW, DOCS, ODFL, TT
|
13F-HR |
5/15/2023, 11:09 AM |
Q4 2022 |
143 |
$5.07B |
+$677M |
-$400M |
+$277M |
MTD, DOCS, TT, ODFL, ARGX
|
13F-HR |
2/13/2023, 02:21 PM |
Q3 2022 |
138 |
$5.08B |
+$798M |
-$160M |
+$638M |
RXDX, MTD, ASND, KRTX, PANW
|
13F-HR |
11/14/2022, 12:39 PM |
Q2 2022 |
136 |
$4.68B |
+$298M |
-$515M |
-$218M |
BHVNXXXX, MTD, ARGX, ODFL, FIVN
|
13F-HR |
8/15/2022, 10:11 AM |
Q1 2022 |
136 |
$6.38B |
+$500M |
-$326M |
+$174M |
BHVNXXXX, MTD, ASND, IDXX, ROP
|
13F-HR |
5/16/2022, 02:30 PM |
Q4 2021 |
146 |
$7.83B |
+$961M |
-$244M |
+$717M |
ASND, BHVNXXXX, MTD, FIVN, TTD
|
13F-HR |
2/14/2022, 09:56 AM |
Q3 2021 |
151 |
$7.56B |
+$692M |
-$559M |
+$132M |
ASND, FIVN, CRWD, DT, TTD
|
13F-HR |
11/15/2021, 03:19 PM |
Q2 2021 |
152 |
$7.44B |
+$894M |
-$387M |
+$507M |
CRWD, ASND, FIVN, EXAS, TTD
|
13F-HR |
8/16/2021, 01:03 PM |
Q1 2021 |
155 |
$6.75B |
+$908M |
-$441M |
+$468M |
EXAS, ASND, FIVN, TTD, CRWD
|
13F-HR |
5/14/2021, 12:58 PM |
Q4 2020 |
157 |
$6.52B |
+$1.12B |
-$175M |
+$946M |
ASND, EXAS, TTD, CRWD, FIVN
|
13F-HR |
2/16/2021, 12:20 PM |
Q3 2020 |
140 |
$5.1B |
+$619M |
-$237M |
+$382M |
ASND, EXAS, W, TTD, FIVN
|
13F-HR |
11/13/2020, 10:09 AM |
Q2 2020 |
132 |
$4.51B |
+$551M |
-$198M |
+$352M |
ASND, SRPT, EXAS, IGV, BHVNXXXX
|
13F-HR |
8/14/2020, 12:57 PM |
Q1 2020 |
121 |
$3.06B |
+$631M |
-$116M |
+$515M |
ASND, SRPT, FIVN, EXAS, ZGNX
|
13F-HR |
5/15/2020, 12:23 PM |
Q4 2019 |
116 |
$3.55B |
+$264M |
-$103M |
+$161M |
ASND, ZGNX, SRPT, TTD, AIMT
|
13F-HR |
1/29/2020, 10:46 AM |
Q3 2019 |
124 |
$3.03B |
+$336M |
-$81.1M |
+$254M |
ASND, ZGNX, SAGE, SRPT, TWLO
|
13F-HR |
11/21/2019, 02:06 PM |
Q2 2019 |
116 |
$3.29B |
+$628M |
-$116M |
+$512M |
ASND, SRPT, SAGE, ZGNX, TWLO
|
13F-HR |
8/14/2019, 12:11 PM |
Q1 2019 |
130 |
$2.91B |
+$340M |
-$201M |
+$139M |
ASND, SAGE, TWLO, ZGNX, SRPT
|
13F-HR |
5/14/2019, 06:05 PM |
Q4 2018 |
134 |
$2.26B |
+$351M |
-$90.3M |
+$261M |
ASND, SRPT, SAGE, SEND, ZGNX
|
13F-HR |
2/14/2019, 01:20 PM |
Q3 2018 |
145 |
$2.72B |
+$439M |
-$183M |
+$256M |
ASND, SRPT, XPO, SEND, SAGE
|
13F-HR |
11/14/2018, 02:29 PM |
Q2 2018 |
144 |
$2.41B |
+$272M |
-$19.8M |
+$252M |
ASND, XPO, W, SAGE, LOW
|
13F-HR |
8/14/2018, 04:22 PM |
Q1 2018 |
144 |
$2.14B |
+$282M |
-$76.9M |
+$205M |
ASND, XPO, COLL, AVXS, AIMT
|
Restatement |
5/17/2018, 06:06 PM |
Q4 2017 |
140 |
$1.92B |
+$199M |
-$63.6M |
+$136M |
XPO, ASND, LOW, W, BLUE
|
13F-HR |
2/14/2018, 08:54 AM |
Q3 2017 |
136 |
$1.76B |
+$148M |
-$117M |
+$31M |
XPO, BLUE, MIC, ABBV, LOW
|
13F-HR |
11/14/2017, 10:15 AM |
Q2 2017 |
125 |
$1.6B |
+$159M |
-$108M |
+$50.9M |
BLUE, XPO, MIC, LOW, W
|
13F-HR |
8/14/2017, 02:04 PM |
Q1 2017 |
121 |
$1.51B |
+$81.4M |
-$150M |
-$68.6M |
MIC, XPO, BLUE, LOW, LRCX
|
13F-HR |
5/15/2017, 05:07 PM |
Q4 2016 |
128 |
$1.54B |
+$104M |
-$137M |
-$33.1M |
MIC, ABBV, XPO, LEA, FPRX
|
13F-HR |
2/14/2017, 03:28 PM |
Q3 2016 |
124 |
$1.63B |
+$98.8M |
-$148M |
-$48.9M |
MIC, FPRX, LEA, ABBV, XPO
|
13F-HR |
11/14/2016, 02:48 PM |
Q2 2016 |
128 |
$1.63B |
+$77.9M |
-$106M |
-$28.5M |
CELG, LRCX, CCI, MIC, LOW
|
13F-HR |
8/15/2016, 02:55 PM |
Q1 2016 |
139 |
$1.79B |
+$109M |
-$45.1M |
+$63.6M |
CELG, PANW, LOW, LRCX, XPO
|
13F-HR |
5/16/2016, 03:06 PM |
Q4 2015 |
133 |
$2B |
+$274M |
-$39.5M |
+$235M |
CELG, PANW, LOW, LEA, LRCX
|
13F-HR |
2/16/2016, 11:34 AM |
Q3 2015 |
135 |
$1.72B |
+$334M |
-$3.16M |
+$331M |
CELG, PANW, MIC, LOW, RHT
|
13F-HR |
11/13/2015, 01:43 PM |
Q2 2015 |
110 |
$1.85B |
+$481M |
-$821K |
+$480M |
CELG, BLUE, ABBV, MIC, SUNEQ
|
13F-HR |
8/13/2015, 06:33 PM |
Q1 2015 |
111 |
$1.33B |
+$451M |
-$20.3M |
+$431M |
BLUE, MIC, LOW, RHT, LEA
|
13F-HR |
5/14/2015, 03:55 PM |
Q4 2014 |
106 |
$916M |
+$117M |
-$27.6M |
+$89.6M |
BLUE, AGIO, PANW, RHT, LOW
|
13F-HR |
2/12/2015, 03:52 PM |
Q3 2014 |
103 |
$716M |
+$39.1M |
-$8.73M |
+$30.3M |
MDVN, AGIO, PANW, TRW, ABBV
|
13F-HR |
11/12/2014, 02:18 PM |
Q2 2014 |
104 |
$735M |
+$124M |
-$8.46M |
+$116M |
AGIO, MDVN, TRW, PANW, EOG
|
13F-HR |
8/13/2014, 06:30 PM |
Q1 2014 |
101 |
$644M |
+$298M |
|
+$298M |
AGIO, MDVN, CBI, TRW, ABBV
|
13F-HR |
5/13/2014, 03:04 PM |
Q4 2013 |
93 |
$324M |
|
|
|
MDVN, CBI, TRW, ABBV, DYAX
|
13F-HR |
2/11/2014, 11:57 AM |