| Q3 2025 |
|
|
|
|
$0 |
|
13F-NT |
14 Nov 2025, 10:10 |
| Q2 2025 |
|
|
|
|
$0 |
|
13F-NT |
13 Aug 2025, 15:11 |
| Q1 2025 |
|
|
|
|
$0 |
|
13F-NT |
13 May 2025, 15:15 |
| Q4 2024 |
|
|
|
|
$0 |
|
13F-NT |
13 Feb 2025, 16:30 |
| Q3 2024 |
|
|
|
|
$0 |
|
13F-NT |
12 Nov 2024, 15:00 |
| Q2 2024 |
44 |
$367,340,429 |
+$11,893,472 |
-$21,870,925 |
-$9,977,453 |
ON SEMICONDUCTOR CORP, BOOKING HOLDINGS INC, AKAMAI TECHNOLOGIES INC, FORD MTR CO DEL, EURONET WORLDWIDE INC
|
13F-HR |
06 Aug 2024, 07:21 |
| Q1 2024 |
47 |
$388,422,722 |
+$16,104,405 |
-$542,882,635 |
-$526,778,230 |
AKAMAI TECHNOLOGIES INC, ON SEMICONDUCTOR CORP, FORD MTR CO DEL, BOOKING HOLDINGS INC, EURONET WORLDWIDE INC
|
13F-HR |
08 May 2024, 09:45 |
| Q4 2023 |
68 |
$998,575,478 |
+$168,780,025 |
-$155,041,519 |
+$13,738,506 |
GOOGL, CUK, LBRDK, LEN, ON SEMICONDUCTOR CORP
|
13F-HR |
09 Feb 2024, 10:30 |
| Q3 2023 |
84 |
$999,839,978 |
+$287,072,395 |
-$114,219,317 |
+$172,853,078 |
LBTYA, LBRDK, FOX, ON SEMICONDUCTOR CORP, AKAMAI TECHNOLOGIES INC
|
13F-HR |
07 Nov 2023, 06:29 |
| Q2 2023 |
71 |
$831,546,469 |
+$120,755,316 |
-$48,656,413 |
+$72,098,903 |
FOX, ON SEMICONDUCTOR CORP, LBTYA, EURONET WORLDWIDE INC, GOOGL
|
13F-HR |
10 Aug 2023, 11:43 |
| Q1 2023 |
71 |
$803,667,319 |
+$73,522,920 |
-$44,879,490 |
+$28,643,430 |
FOX, ON SEMICONDUCTOR CORP, EURONET WORLDWIDE INC, LBTYA, ILLUMINA INC
|
13F-HR |
12 May 2023, 11:20 |
| Q4 2022 |
77 |
$762,714,997 |
+$63,772,362 |
-$109,069,100 |
-$45,296,738 |
FOX, LBTYA, ON SEMICONDUCTOR CORP, EURONET WORLDWIDE INC, ILLUMINA INC
|
13F-HR |
13 Feb 2023, 11:04 |
| Q3 2022 |
92 |
$860,374,000 |
+$101,260,925 |
-$977,364,381 |
-$876,103,456 |
FOX, PIONEER NAT RES CO, LBTYA, EURONET WORLDWIDE INC, ON SEMICONDUCTOR CORP
|
13F-HR |
09 Nov 2022, 11:05 |
| Q2 2022 |
94 |
$930,318,000 |
+$146,859,213 |
-$130,336,560 |
+$16,522,653 |
FOX, LBTYA, PIONEER NAT RES CO, AKAMAI TECHNOLOGIES INC, EURONET WORLDWIDE INC
|
13F-HR/A |
15 Aug 2022, 15:32 |
| Q2 2022 |
94 |
$1,860,636,000 |
+$984,753,803 |
-$37,909,393 |
+$946,844,410 |
FOX, LBTYA, PIONEER NAT RES CO, AKAMAI TECHNOLOGIES INC, EURONET WORLDWIDE INC
|
13F-HR |
12 Aug 2022, 11:16 |
| Q1 2022 |
112 |
$1,446,417,000 |
+$467,721,246 |
-$179,878,781 |
+$287,842,465 |
FOX, PIONEER NAT RES CO, AMERICAN AIRLINES GROUP INC, FORD MTR CO DEL, PALO ALTO NETWORKS INC
|
13F-HR |
12 May 2022, 08:29 |
| Q4 2021 |
109 |
$1,591,929,346 |
+$299,120,642 |
-$86,208,825 |
+$212,911,817 |
FOX, AMERICAN AIRLINES GROUP INC, PALO ALTO NETWORKS INC, SOUTHWEST AIRLS CO, PIONEER NAT RES CO
|
13F-HR |
10 Feb 2022, 11:58 |
| Q3 2021 |
119 |
$1,613,026,000 |
+$397,931,660 |
-$405,506,200 |
-$7,574,540 |
AMERICAN AIRLINES GROUP INC, FOX, PALO ALTO NETWORKS INC, AKAMAI TECHNOLOGIES INC, SQUARE INC
|
13F-HR |
12 Nov 2021, 07:10 |
| Q2 2021 |
117 |
$1,640,646,000 |
+$631,870,179 |
-$527,377,418 |
+$104,492,761 |
AMERICAN AIRLS GROUP INC, AKAMAI TECHNOLOGIES INC, SQUARE INC, PIONEER NAT RES CO, SOUTHWEST AIRLS CO
|
13F-HR |
10 Aug 2021, 06:46 |
| Q1 2021 |
121 |
$1,511,591,000 |
+$476,962,812 |
-$560,649,712 |
-$83,686,900 |
AMERICAN AIRLS GROUP INC, DISCK, AKAMAI TECHNOLOGIES INC, FOX, FORTIVE CORP
|
13F-HR/A |
10 May 2021, 10:12 |
| Q1 2021 |
115 |
$1,391,160,000 |
+$439,974,959 |
-$638,333,918 |
-$198,358,959 |
AMERICAN AIRLS GROUP INC, DISCK, AKAMAI TECHNOLOGIES INC, FOX, FORTIVE CORP
|
13F-HR |
07 May 2021, 08:39 |
| Q4 2020 |
104 |
$1,636,298,000 |
+$1,173,349,888 |
-$64,288,541 |
+$1,109,061,347 |
DISCK, TERADYNE INC, AMERICAN AIRLS GROUP INC, AKAMAI TECHNOLOGIES INC, WORKDAY INC
|
13F-HR |
03 Feb 2021, 06:45 |
| Q3 2020 |
82 |
$519,259,000 |
+$235,266,253 |
-$4,892,112,144 |
-$4,656,845,891 |
DISCK, BHP, UA, LBTYA, LSXMKXXXX
|
13F-HR |
12 Nov 2020, 14:36 |
| Q2 2020 |
113 |
$1,635,949,000 |
+$612,314,269 |
-$184,426,808 |
+$427,887,461 |
TERADYNE INC, TESLA INC, AMERICAN AIRLS GROUP INC, FORTIVE CORP, AKAMAI TECHNOLOGIES INC
|
13F-HR |
07 Aug 2020, 09:33 |
| Q1 2020 |
113 |
$1,354,890,000 |
+$514,962,174 |
-$488,093,714 |
+$26,868,460 |
TERADYNE INC, FORTIVE CORP, CYPRESS SEMICONDUCTOR CORP, HUBSPOT INC, SERVICENOW INC
|
13F-HR |
07 May 2020, 06:52 |
| Q4 2019 |
155 |
$2,137,785,000 |
|
|
$0 |
DISCK, SERVICENOW INC, HUBSPOT INC, WORKDAY INC, GOOGL
|
13F-HR |
12 Feb 2020, 12:13 |
| Q3 2019 |
|
|
|
|
$0 |
|
13F-NT |
12 Nov 2019, 10:35 |
| Q2 2019 |
|
|
|
|
$0 |
|
13F-NT |
13 Aug 2019, 16:57 |
| Q1 2019 |
|
|
|
|
$0 |
|
13F-NT |
14 May 2019, 13:46 |
| Q4 2018 |
|
|
|
|
$0 |
|
13F-NT |
13 Feb 2019, 12:18 |
| Q3 2018 |
|
|
|
|
$0 |
|
13F-NT |
08 Nov 2018, 20:41 |
| Q2 2018 |
|
|
|
|
$0 |
|
13F-NT |
14 Aug 2018, 10:48 |
| Q1 2018 |
|
|
|
|
$0 |
|
13F-NT |
10 May 2018, 13:41 |
| Q4 2017 |
|
|
|
|
$0 |
|
13F-NT |
12 Feb 2018, 09:16 |
| Q3 2017 |
|
|
|
|
$0 |
|
13F-NT |
14 Nov 2017, 18:26 |
| Q2 2017 |
|
|
|
|
$0 |
|
13F-NT |
11 Aug 2017, 16:11 |
| Q1 2017 |
|
|
|
|
$0 |
|
13F-NT |
15 May 2017, 08:35 |
| Q4 2016 |
|
|
|
|
$0 |
|
13F-NT |
14 Feb 2017, 11:18 |
| Q3 2016 |
|
|
|
|
$0 |
|
13F-NT |
14 Nov 2016, 12:47 |
| Q2 2016 |
|
|
|
|
$0 |
|
13F-NT |
09 Aug 2016, 14:23 |
| Q1 2016 |
|
|
|
|
$0 |
|
13F-NT |
04 May 2016, 06:14 |
| Q4 2015 |
|
|
|
|
$0 |
|
13F-NT |
10 Feb 2016, 19:01 |
| Q3 2015 |
|
|
|
|
$0 |
|
13F-NT |
30 Oct 2015, 08:31 |
| Q2 2015 |
|
|
|
|
$0 |
|
13F-NT |
12 Aug 2015, 06:20 |
| Q1 2015 |
|
|
|
|
$0 |
|
13F-NT |
12 May 2015, 21:56 |
| Q4 2014 |
|
|
|
|
$0 |
|
13F-NT |
13 Feb 2015, 13:58 |
| Q3 2014 |
|
|
|
|
$0 |
|
13F-NT |
29 Oct 2014, 10:04 |
| Q2 2014 |
|
|
|
|
$0 |
|
13F-NT |
11 Aug 2014, 16:55 |
| Q1 2014 |
|
|
|
|
$0 |
|
13F-NT |
14 May 2014, 13:54 |
| Q4 2013 |
|
|
|
|
$0 |
|
13F-NT |
07 Feb 2014, 09:37 |