Q4 2024 |
253 |
$1.26B |
+$155M |
-$42.4M |
+$113M |
AAPL, NVDA, MSFT, AMZN, META
|
13F-HR |
2/14/2025, 08:49 AM |
Q3 2024 |
228 |
$1.13B |
+$179M |
-$42.9M |
+$136M |
AAPL, NVDA, MSFT, AMZN, META
|
13F-HR |
11/14/2024, 10:44 AM |
Q2 2024 |
205 |
$983M |
+$118M |
-$532M |
-$414M |
MSFT, NVDA, AAPL, AMZN, META
|
13F-HR |
8/14/2024, 08:12 AM |
Q1 2024 |
348 |
$1.42B |
+$705M |
-$89.5M |
+$616M |
MSFT, AAPL, NVDA, AMZN, META
|
13F-HR |
5/15/2024, 10:15 AM |
Q4 2023 |
162 |
$748M |
+$153M |
-$81.8M |
+$71M |
AAPL, MSFT, UNH, IQV, SCI
|
13F-HR |
2/14/2024, 10:13 AM |
Q3 2023 |
154 |
$608M |
+$36.4M |
-$71.4M |
-$35.1M |
AAPL, UNH, MSFT, VRTX, MFC
|
13F-HR |
11/14/2023, 02:04 PM |
Q2 2023 |
374 |
$661M |
+$56.1M |
-$537M |
-$480M |
AAPL, UNH, INMD, IQV, MSFT
|
13F-HR |
8/14/2023, 09:57 AM |
Q1 2023 |
369 |
$1.09B |
+$185M |
-$245M |
-$60M |
DXCM, IQV, SCI, TMO, AAPL
|
13F-HR |
5/15/2023, 12:57 PM |
Q4 2022 |
335 |
$1.18B |
+$266M |
-$197M |
+$68.9M |
SCI, TMO, IQV, AMP, DXCM
|
13F-HR |
2/14/2023, 11:52 AM |
Q3 2022 |
254 |
$1.09B |
+$212M |
-$167M |
+$45.5M |
IWD, IWO, EFV, TMO, CVS
|
13F-HR |
11/14/2022, 10:30 AM |
Q2 2022 |
323 |
$1.18B |
+$293M |
-$150M |
+$143M |
TMO, SCI, CVS, MED, IQV
|
13F-HR |
8/15/2022, 09:44 AM |
Q1 2022 |
157 |
$1.27B |
+$376M |
-$155M |
+$221M |
ABBV, CVS, TMO, LHCG, UNH
|
13F-HR |
5/16/2022, 10:46 AM |
Q4 2021 |
352 |
$1.52B |
+$322M |
-$165M |
+$156M |
UNH, ABT, TMO, IQV, MED
|
13F-HR |
2/14/2022, 04:21 PM |
Q3 2021 |
206 |
$1.61B |
+$172M |
-$2.48B |
-$2.31B |
GDRX, TMO, IQV, TNDM, SCI
|
13F-HR |
11/12/2021, 03:50 PM |
Q2 2021 |
493 |
$1.97B |
+$558M |
-$181M |
+$377M |
GDRX, EXAS, AXP, IQV, TMO
|
13F-HR |
8/13/2021, 09:30 AM |
Q1 2021 |
384 |
$1.5B |
+$728M |
-$179M |
+$549M |
SCHW, LOW, AXP, TMO, HOLX
|
13F-HR |
5/17/2021, 03:31 PM |
Q4 2020 |
115 |
$887M |
+$168M |
-$92.6M |
+$75.1M |
V, ABBV, SCHW, AXP, TMO
|
13F-HR |
2/16/2021, 02:55 PM |
Q3 2020 |
347 |
$941M |
+$369M |
-$83.4M |
+$286M |
MRK, TMO, LOW, IQV, ABBV
|
13F-HR |
11/16/2020, 03:54 PM |
Q2 2020 |
142 |
$646M |
+$194M |
-$139M |
+$54.3M |
LOW, V, MRK, IQV, ZTS
|
13F-HR |
8/14/2020, 02:49 PM |
Q1 2020 |
315 |
$738M |
+$108M |
-$179M |
-$71.1M |
AGN, V, MRK, CI, SCI
|
13F-HR |
5/15/2020, 09:34 AM |
Q4 2019 |
349 |
$1.05B |
+$284M |
-$146M |
+$138M |
BABA, V, AGN, CI, LOW
|
13F-HR |
2/14/2020, 11:31 AM |
Q3 2019 |
356 |
$927M |
+$174M |
-$170M |
+$4.42M |
BABA, V, MDT, BAX, ZTS
|
13F-HR |
11/14/2019, 12:12 PM |
Q2 2019 |
318 |
$976M |
+$203M |
-$145M |
+$58.6M |
BABA, ABEV, UNH, V, EL
|
13F-HR |
8/14/2019, 12:26 PM |
Q1 2019 |
363 |
$986M |
+$215M |
-$160M |
+$55.1M |
BABA, ABEV, BIDU, CTRP, PFE
|
13F-HR |
5/15/2019, 10:01 AM |
Q4 2018 |
312 |
$873M |
+$254M |
-$120M |
+$133M |
BABA, ABEV, PFE, BIDU, ELV
|
13F-HR |
2/14/2019, 08:43 AM |
Q3 2018 |
341 |
$1.01B |
+$180M |
-$104M |
+$75.3M |
BABA, BIDU, ABEV, ELV, PFE
|
13F-HR |
11/14/2018, 10:23 AM |
Q2 2018 |
309 |
$949M |
+$244M |
-$108M |
+$135M |
BABA, BIDU, ABEV, PSMT, ELV
|
13F-HR |
8/14/2018, 01:08 PM |
Q1 2018 |
337 |
$951M |
+$206M |
-$197M |
+$8.82M |
BABA, ABEV, PSMT, BIDU, UNH
|
13F-HR |
5/15/2018, 10:21 AM |
Q4 2017 |
321 |
$1.01B |
+$254M |
-$144M |
+$111M |
BABA, BIDU, ABEV, PSMT, AMP
|
13F-HR |
2/13/2018, 01:52 PM |
Q3 2017 |
333 |
$1.02B |
+$307M |
-$66.7M |
+$240M |
BABA, BIDU, ABEV, YUMC, CIXXXX
|
13F-HR |
11/14/2017, 11:56 AM |
Q2 2017 |
351 |
$860M |
+$210M |
-$208M |
+$1.59M |
BABA, JNJ, ZTS, SCI, CIXXXX
|
13F-HR |
8/14/2017, 03:42 PM |
Q1 2017 |
357 |
$902M |
+$599M |
-$90.7M |
+$508M |
BABA, A, ZTS, DHR, FMX
|
13F-HR |
5/15/2017, 02:23 PM |
Q4 2016 |
92 |
$396M |
+$129M |
-$72.1M |
+$56.4M |
SCI, UNH, BC, CELG, MTN
|
13F-HR |
2/15/2017, 02:01 PM |
Q3 2016 |
101 |
$419M |
+$96.9M |
-$174M |
-$77M |
SCI, A, TMO, EL, WOOF
|
13F-HR |
11/15/2016, 08:24 AM |
Q2 2016 |
284 |
$736M |
+$208M |
-$159M |
+$49M |
DHR, MDT, HSIC, TMO, AGN
|
13F-HR |
8/15/2016, 04:14 PM |
Q1 2016 |
404 |
$842M |
+$230M |
-$105M |
+$125M |
TMO, CVS, AGN, MDT, HSIC
|
13F-HR |
5/16/2016, 02:49 PM |
Q4 2015 |
429 |
$829M |
+$413M |
-$354M |
+$59.1M |
TMO, RCL, DHR, A, AGN
|
13F-HR |
2/16/2016, 02:04 PM |
Q3 2015 |
274 |
$1.09B |
+$459M |
-$381M |
+$77.6M |
EEM, VCIT, TMO, QQQXXXX, NCLH
|
13F-HR |
11/16/2015, 09:52 AM |
Q2 2015 |
420 |
$1.33B |
+$665M |
-$120M |
+$546M |
AGN, CVS, HSIC, TMO, DHR
|
13F-HR |
8/14/2015, 04:24 PM |
Q1 2015 |
379 |
$898M |
+$603M |
-$253M |
+$349M |
HSIC, YUM, FMX, B108PS, CVS
|
13F-HR |
5/15/2015, 05:21 PM |
Q4 2014 |
402 |
$929M |
+$356M |
-$1.97B |
-$1.62B |
LLTC, AAPL, YUM, INTU, LNKD
|
13F-HR |
2/17/2015, 02:46 PM |
Q3 2014 |
776 |
$3.89B |
+$3.14B |
-$61.8M |
+$3.07B |
GIS, AAPL, MSFT, V, GOOGLXXXX
|
13F-HR |
11/14/2014, 04:08 PM |
Q2 2014 |
577 |
$903M |
|
|
|
YUM, AAPL, FMX, ABEV, V
|
13F-HR |
8/14/2014, 02:12 PM |