Q4 2024 |
41 |
$4.4B |
+$1.74B |
-$1.4B |
+$332M |
CRH, TEVA, WCC, SCHW, CPNG
|
13F-HR |
2/14/2025, 04:05 PM |
Q3 2024 |
45 |
$3.65B |
+$1.17B |
-$1.28B |
-$111M |
CPNG, COHR, CRH, WCC, MRVL
|
13F-HR |
11/14/2024, 04:11 PM |
Q2 2024 |
54 |
$3.5B |
+$1.44B |
-$1.39B |
+$42M |
CPNG, COHR, AMZN, CRH, MRVL
|
13F-HR |
8/14/2024, 04:05 PM |
Q1 2024 |
49 |
$3.32B |
+$1.7B |
-$1.51B |
+$185M |
CPNG, ARMK, AMZN, MSFT, FCX
|
13F-HR |
5/15/2024, 04:05 PM |
Q4 2023 |
48 |
$2.79B |
+$971M |
-$1.2B |
-$228M |
CPNG, AMZN, SCHW, ARMK, MSFT
|
13F-HR |
2/14/2024, 04:06 PM |
Q3 2023 |
79 |
$5.53B |
+$2.93B |
-$1.22B |
+$1.71B |
SPY, MSFT, TMUS, VRT, CPNG
|
13F-HR |
11/14/2023, 04:05 PM |
Q2 2023 |
77 |
$4.19B |
+$2.21B |
-$1.18B |
+$1.03B |
SPY, TMUS, ARMK, ARMK, VRT
|
13F-HR |
8/14/2023, 05:05 PM |
Q1 2023 |
49 |
$2.96B |
+$1.5B |
-$1.03B |
+$471M |
SPY, QQQ, TMUS, ARMK, WSO
|
13F-HR |
5/15/2023, 04:05 PM |
Q4 2022 |
46 |
$3.28B |
+$1.77B |
-$303M |
+$1.47B |
SPY, XOP, TMUS, FXI, ARMK
|
13F-HR |
2/14/2023, 03:05 PM |
Q3 2022 |
47 |
$4.14B |
+$2.16B |
-$4.62B |
-$2.45B |
SPY, SPY, XLE, MSFT, TMUS
|
13F-HR |
11/10/2022, 03:15 PM |
Q2 2022 |
57 |
$4.02B |
+$1.24B |
-$2.62B |
-$1.38B |
SPY, MSFT, AMZN, TMUS, EQT
|
Restatement |
8/12/2022, 05:27 PM |
Q1 2022 |
64 |
$8.73B |
+$7.28B |
-$530M |
+$6.75B |
SPY, SPY, MSFT, QQQ, TMUS
|
13F-HR |
5/13/2022, 04:15 PM |
Q4 2021 |
116 |
$6.03B |
+$2.91B |
-$1.05B |
+$1.86B |
XLV, ABBV, MRK, AMZN, META
|
13F-HR |
2/11/2022, 03:05 PM |
Q3 2021 |
106 |
$4.21B |
+$2.04B |
-$2.14B |
-$98.9M |
PANW, META, AMZN, ALL, MSFT
|
13F-HR |
11/15/2021, 02:49 PM |
Q2 2021 |
101 |
$4.22B |
+$2.06B |
-$1.71B |
+$356M |
MSFT, AMZN, NFLX, RUN, ADI
|
13F-HR |
8/13/2021, 04:17 PM |
Q1 2021 |
91 |
$3.6B |
+$1.48B |
-$2.08B |
-$600M |
MSFT, AMZN, META, GOOGL, UNH
|
13F-HR |
5/14/2021, 04:16 PM |
Q4 2020 |
127 |
$5.32B |
+$3.05B |
-$1.28B |
+$1.77B |
GLD, MSFT, AMZN, FI, AMZN
|
13F-HR |
2/12/2021, 08:04 PM |
Q3 2020 |
103 |
$3.81B |
+$1.69B |
-$948M |
+$746M |
AMZN, BABA, MSFT, GLD, SPY
|
13F-HR |
11/16/2020, 03:19 PM |
Q2 2020 |
85 |
$3.32B |
+$2.35B |
-$1.05B |
+$1.31B |
SPY, CRM, BABA, AMZN, AMZN
|
13F-HR |
8/14/2020, 05:27 PM |
Q1 2020 |
64 |
$2.01B |
+$478M |
-$1.67B |
-$1.19B |
AMZN, GLD, MSFT, NFLX, SPY
|
13F-HR |
5/15/2020, 05:19 PM |
Q4 2019 |
105 |
$5.51B |
+$3.33B |
-$763M |
+$2.57B |
SPY, SPY, GLD, FI, ADBE
|
13F-HR |
2/14/2020, 03:06 PM |
Q3 2019 |
106 |
$3.48B |
+$1.53B |
-$1.92B |
-$390M |
QQQ, SPY, FI, ADBE, MA
|
13F-HR |
11/14/2019, 03:04 PM |
Q2 2019 |
109 |
$4.77B |
+$2.16B |
-$1.39B |
+$767M |
CRM, ADBE, NFLX, BA, QQQ
|
13F-HR |
8/14/2019, 04:47 PM |
Q1 2019 |
124 |
$5.07B |
+$3.38B |
-$390M |
+$2.99B |
SPY, ADBE, MSFT, NFLX, QQQ
|
13F-HR |
5/15/2019, 04:39 PM |
Q4 2018 |
84 |
$2.51B |
+$910M |
-$2.27B |
-$1.36B |
SPY, EEM, PAM, TMUS, MSFT
|
13F-HR |
2/14/2019, 05:02 AM |
Q3 2018 |
138 |
$7.59B |
+$2.95B |
-$1.81B |
+$1.15B |
MPC, MSFT, ADBE, TRGP, SPY
|
13F-HR |
11/14/2018, 03:00 PM |
Q2 2018 |
157 |
$8.84B |
+$4.4B |
-$2.23B |
+$2.17B |
TRGP, MSFT, AET, MPC, ADBE
|
13F-HR |
8/14/2018, 04:00 PM |
Q1 2018 |
152 |
$9.08B |
+$4.46B |
-$1.97B |
+$2.48B |
LRCX, LNG, GOOGL, CRM, MSFT
|
13F-HR |
5/15/2018, 04:06 PM |
Q4 2017 |
152 |
$10.2B |
+$3.58B |
-$2.54B |
+$1.04B |
WFC, ECA, GOOGL, PAM, AVGOXXXX
|
13F-HR |
2/14/2018, 03:02 PM |
Q3 2017 |
152 |
$11.8B |
+$5.2B |
-$2.18B |
+$3.02B |
SPY, GOOGL, QQQXXXX, META, WFC
|
13F-HR |
11/14/2017, 03:02 PM |
Q2 2017 |
134 |
$9.21B |
+$3.41B |
-$2.34B |
+$1.06B |
BAC, CTRA, AMZN, META, CMCSA
|
13F-HR |
8/14/2017, 04:02 PM |
Q1 2017 |
133 |
$9.59B |
+$5.81B |
-$1.68B |
+$4.12B |
SPY, DOW, META, ADSK, BAC
|
13F-HR |
5/15/2017, 04:00 PM |
Q4 2016 |
116 |
$6.95B |
+$3.41B |
-$4.24B |
-$830M |
SPY, LYB, CMCSA, WFC, CFG
|
13F-HR |
2/14/2017, 03:00 PM |
Q3 2016 |
154 |
$9.69B |
+$6.21B |
-$773M |
+$5.44B |
SPY, TEVA, AMZN, AVGOXXXX, BAC
|
13F-HR |
11/14/2016, 03:12 PM |
Q2 2016 |
108 |
$4.85B |
+$3.08B |
-$427M |
+$2.65B |
TEVA, AMZN, AVGOXXXX, MSFT, CELG
|
13F-HR |
8/15/2016, 04:07 PM |
Q1 2016 |
89 |
$3.71B |
+$1.65B |
-$717M |
+$936M |
TEVA, AGN, LYB, CHTRXXXX, LNG
|
13F-HR |
5/16/2016, 04:18 PM |
Q4 2015 |
86 |
$3.93B |
+$1.8B |
-$450M |
+$1.35B |
TEVA, LNG, AGN, MCD, TWC
|
13F-HR |
2/16/2016, 03:14 PM |
Q3 2015 |
89 |
$3.57B |
+$730M |
-$2.79B |
-$2.06B |
LNG, GOOGLXXXX, TEVA, AYA, MCD
|
13F-HR |
11/16/2015, 03:15 PM |
Q2 2015 |
149 |
$8.55B |
+$3.86B |
-$891M |
+$2.97B |
LNG, TEVA, LYB, MCD, ABBV
|
13F-HR |
8/14/2015, 04:00 PM |
Q1 2015 |
116 |
$7.37B |
+$4.61B |
-$910M |
+$3.7B |
TEVA, LYB, LNG, ABBV, GOOGLXXXX
|
13F-HR |
5/15/2015, 04:02 PM |
Q4 2014 |
113 |
$5.87B |
+$2.96B |
-$1.49B |
+$1.46B |
TEVA, MU, DAL, TRPXXXX, UTX
|
13F-HR |
2/17/2015, 03:25 PM |
Q3 2014 |
100 |
$5.52B |
+$2.32B |
-$2.52B |
-$204M |
TEVA, ABBV, LNG, TRPXXXX, CF
|
13F-HR |
11/14/2014, 03:05 PM |
Q2 2014 |
127 |
$7.96B |
+$3.54B |
-$1.61B |
+$1.93B |
WAG, TEVA, CBS, LNG, VLO
|
13F-HR |
8/14/2014, 04:10 PM |
Q1 2014 |
115 |
$6.29B |
+$2.26B |
-$2.04B |
+$217M |
WAG, TEVA, CBS, LNG, HCA
|
13F-HR |
5/15/2014, 04:17 PM |
Q4 2013 |
142 |
$7.92B |
|
|
|
CBS, LNG, TEVA, WAG, DG
|
13F-HR |
2/14/2014, 03:41 PM |