| Q3 2025 |
246 |
$1.93B |
+$901M |
-$706M |
+$195M |
COOP, K, CYBR, GTLS, TECK
|
13F-HR |
11/13/2025, 06:09 PM |
| Q2 2025 |
203 |
$1.71B |
+$661M |
-$636M |
+$25.3M |
HES, K, CHX, FYBR, COOP
|
13F-HR |
8/14/2025, 09:07 AM |
| Q1 2025 |
161 |
$1.73B |
+$636M |
-$711M |
-$75.3M |
HES, K, CHX, DFS, BERY
|
13F-HR |
5/14/2025, 05:08 PM |
| Q4 2024 |
159 |
$1.72B |
+$604M |
-$1.04B |
-$437M |
HES, EDR, K, HCP, CHX
|
13F-HR |
2/14/2025, 01:09 PM |
| Q3 2024 |
183 |
$2.16B |
+$610M |
-$810M |
-$201M |
HES, EDR, SWN, HCP, AMED
|
13F-HR |
11/14/2024, 04:24 PM |
| Q2 2024 |
213 |
$2.34B |
+$801M |
-$762M |
+$39.2M |
HES, EDR, WRK, X, AMED
|
13F-HR |
8/14/2024, 04:06 PM |
| Q1 2024 |
218 |
$2.33B |
+$741M |
-$934M |
-$193M |
PXD, HES, WRK, X, AMED
|
13F-HR |
5/15/2024, 01:41 PM |
| Q4 2023 |
251 |
$2.48B |
+$1.31B |
-$1.77B |
-$468M |
PXD, HES, SPLK, WRK, SRC
|
13F-HR |
2/14/2024, 09:33 PM |
| Q3 2023 |
384 |
$3.41B |
+$1.53B |
-$1.35B |
+$176M |
ATVI, HZNP, SGEN, SPY, VMW
|
13F-HR |
11/8/2023, 03:08 PM |
| Q2 2023 |
425 |
$3.18B |
+$1.28B |
-$1.38B |
-$98.2M |
HZNP, ATVI, VMW, SGEN, SPY
|
13F-HR |
8/14/2023, 03:02 PM |
| Q1 2023 |
340 |
$3.3B |
+$1.7B |
-$191M |
+$1.51B |
HZNP, FHN, VMW, DCP, ATVI
|
13F-HR |
5/15/2023, 03:07 PM |
| Q4 2022 |
421 |
$3.64B |
+$1.76B |
-$184M |
+$1.58B |
FHN, HZNP, VMW, STOR, LHCG
|
13F-HR |
2/14/2023, 02:32 PM |
| Q3 2022 |
431 |
$3.48B |
+$1.39B |
-$112M |
+$1.28B |
BHVNXXXX, FHN, SPY, AAWW, AVLR
|
Restatement |
11/17/2022, 03:35 PM |
| Q2 2022 |
390 |
$3.58B |
+$1.17B |
-$258M |
+$907M |
COHR, ACC, FHN, CTXS, SAIL
|
13F-HR |
8/15/2022, 05:54 PM |
| Q1 2022 |
399 |
$3.68B |
+$1.89B |
-$165M |
+$1.73B |
CERN, COHR, SPY, ZNGA, HTA
|
13F-HR |
5/16/2022, 01:21 PM |
| Q4 2021 |
376 |
$3.51B |
+$1.09B |
-$295M |
+$800M |
INFO, XLNX, NUAN, COHR, BBL
|
13F-HR |
2/14/2022, 03:17 PM |
| Q3 2021 |
352 |
$3.17B |
+$1.1B |
-$1.85B |
-$749M |
INFO, NUAN, COHR, KSU, XLNX
|
13F-HR |
11/15/2021, 02:10 PM |
| Q2 2021 |
320 |
$3.93B |
+$1.57B |
-$1.15B |
+$419M |
WTW, ALXN, INFO, WORK, MXIM
|
13F-HR |
8/13/2021, 02:26 PM |
| Q1 2021 |
322 |
$3.35B |
+$1.62B |
-$944M |
+$677M |
WTW, VAR, ALXN, IPHI, WORK
|
13F-HR |
5/17/2021, 03:53 PM |
| Q4 2020 |
208 |
$3.06B |
+$1.8B |
-$153M |
+$1.64B |
WTW, SPY, VAR, TIF, WORK
|
13F-HR |
2/12/2021, 04:30 PM |
| Q3 2020 |
179 |
$2.37B |
+$904M |
-$310M |
+$594M |
WTW, WMGI, ETFC, TIF, SPY
|
13F-HR |
11/16/2020, 12:49 PM |
| Q2 2020 |
144 |
$2.28B |
+$781M |
-$72.9M |
+$708M |
SPY, WMGI, WTW, TIF, ETFC
|
13F-HR |
8/14/2020, 01:33 PM |
| Q1 2020 |
169 |
$2.64B |
+$1.3B |
-$474M |
+$821M |
TIF, CY, WMGI, WBC, SPY
|
13F-HR |
5/14/2020, 01:34 PM |
| Q4 2019 |
155 |
$2.84B |
+$1.61B |
-$90.8M |
+$1.52B |
AGN, TSG, ZAYO, TIF, SPY
|
13F-HR |
2/14/2020, 02:05 PM |
| Q3 2019 |
133 |
$2.57B |
+$1.07B |
-$66.4M |
+$1B |
STI, CELG, OAK, AGN, AABA
|
13F-HR |
11/14/2019, 09:31 AM |
| Q2 2019 |
126 |
$3.06B |
+$1.22B |
-$191M |
+$1.03B |
AABA, RHT, FDC, APC, STI
|
13F-HR |
8/14/2019, 09:20 AM |
| Q1 2019 |
115 |
$2.71B |
+$1.36B |
-$8.3M |
+$1.35B |
AABA, RHT, FDC, GG, SPY
|
13F-HR |
5/15/2019, 09:44 AM |
| Q4 2018 |
111 |
$2.26B |
+$1.19B |
-$187M |
+$1.01B |
AABA, FOX, RHT, DIS, SPY
|
13F-HR |
2/14/2019, 09:30 AM |
| Q3 2018 |
116 |
$2.63B |
+$796M |
-$174M |
+$622M |
AABA, FOX, SPY, COL, AET
|
13F-HR |
11/14/2018, 02:06 PM |
| Q2 2018 |
105 |
$2.51B |
+$664M |
-$120M |
+$544M |
AABA, FOX, NXPI, SPY, COL
|
13F-HR |
8/14/2018, 03:24 PM |
| Q1 2018 |
108 |
$2.57B |
+$829M |
-$284M |
+$545M |
AABA, NXPI, TWX, SPY, COL
|
13F-HR |
5/15/2018, 02:49 PM |
| Q4 2017 |
96 |
$2.56B |
+$936M |
-$242M |
+$694M |
AABA, TWX, NXPI, SPY, DWDP
|
13F-HR |
2/14/2018, 09:22 AM |
| Q3 2017 |
77 |
$3.17B |
+$936M |
-$252M |
+$684M |
AABA, TWX, NXPI, SPY, BCR
|
13F-HR |
11/14/2017, 11:40 AM |
| Q2 2017 |
83 |
$3.34B |
+$1.29B |
-$398M |
+$892M |
AABA, NXPI, RAI, TWX, BCR
|
13F-HR |
8/14/2017, 10:20 AM |
| Q1 2017 |
91 |
$3.65B |
+$1.59B |
-$677M |
+$909M |
SPY, RAI, YHOO, TWX, NXPI
|
13F-HR |
5/15/2017, 10:03 AM |
| Q4 2016 |
89 |
$3.81B |
+$2.14B |
-$587M |
+$1.55B |
YHOO, STJ, HAR, ACAS, NXPI
|
13F-HR |
2/14/2017, 11:36 AM |
| Q3 2016 |
80 |
$3.5B |
+$1.03B |
-$803M |
+$230M |
YHOO, LNKD, KLAC, SPY, IM
|
13F-HR |
11/14/2016, 08:35 AM |
| Q2 2016 |
88 |
$4.31B |
+$1.44B |
-$357M |
+$1.08B |
SPY, EMC, HOT, KLAC, TYC
|
13F-HR |
8/15/2016, 10:33 AM |
| Q1 2016 |
94 |
$4.89B |
+$1.67B |
-$744M |
+$929M |
TWC, HOT, YHOO, EMC, KLAC
|
13F-HR |
5/16/2016, 11:36 AM |
| Q4 2015 |
105 |
$5.67B |
+$1.74B |
-$514M |
+$1.23B |
SPY, PCP, BRCM, TWC, PRE
|
13F-HR |
2/16/2016, 11:12 AM |
| Q3 2015 |
133 |
$6.23B |
+$1.95B |
-$885M |
+$1.07B |
SPY, PCP, TWC, AIG, BRCM
|
13F-HR |
11/16/2015, 08:20 AM |
| Q2 2015 |
133 |
$7.87B |
+$2.57B |
-$260M |
+$2.31B |
SPY, CTRX, A309PS, AIG, HSP
|
13F-HR |
8/14/2015, 08:54 AM |
| Q1 2015 |
65 |
$3.75B |
|
|
|
TRW, TWC, A309PS, FDO, HSP
|
New Holdings |
7/22/2015, 02:06 PM |
| Q1 2015 |
119 |
$6.55B |
+$2.57B |
-$691M |
+$1.88B |
SPY, TRW, TWC, A309PS, FDO
|
13F-HR |
5/15/2015, 04:07 PM |
| Q4 2014 |
113 |
$6.24B |
+$1.06B |
-$973M |
+$90.8M |
SPY, TWC, F113PS, AGN, TRW
|
13F-HR |
2/17/2015, 11:46 AM |
| Q3 2014 |
145 |
$8.1B |
+$3.38B |
-$794M |
+$2.59B |
SPY, F113PS, A309PS, TWC, AGN
|
13F-HR |
11/14/2014, 08:45 AM |
| Q2 2014 |
152 |
$7.82B |
+$2.45B |
-$1.43B |
+$1.01B |
HSH, TWC, FRX, LAMRXXXX, AIG
|
13F-HR |
8/14/2014, 11:25 AM |
| Q1 2014 |
142 |
$7.65B |
+$2.6B |
-$569M |
+$2.03B |
SPY, OMC, FRX, AIG, LAMRXXXX
|
13F-HR |
5/15/2014, 03:08 PM |
| Q4 2013 |
142 |
$6.75B |
|
|
|
SPY, OMC, LIFE, TMUS, HUN
|
13F-HR |
2/14/2014, 02:32 PM |