Q4 2024 |
15 |
$15M |
$0 |
$0 |
|
HES, ZUO, SMAR, PDCO, AMED
|
13F-HR |
2/7/2025, 09:22 AM |
Q3 2021 |
0 |
$0 |
$0 |
-$1.07M |
-$1.07M |
|
13F-HR |
11/15/2021, 04:00 PM |
Q2 2021 |
1 |
$1.07M |
$0 |
-$7.34M |
-$7.34M |
WTW
|
13F-HR |
8/16/2021, 04:02 PM |
Q1 2021 |
4 |
$8.4M |
+$688K |
-$2.71M |
-$2.03M |
WORK, WTW, RP, ALXN
|
13F-HR |
5/17/2021, 04:02 PM |
Q4 2020 |
5 |
$10.4M |
+$10.4M |
|
+$10.4M |
WORK, RP, WTW, BEAT, CATM
|
13F-HR |
2/16/2021, 03:06 PM |
Q3 2020 |
1 |
$133K |
|
-$130K |
-$130K |
BMYRT
|
13F-HR |
11/16/2020, 03:08 PM |
Q2 2020 |
1 |
$418K |
+$245K |
|
+$245K |
BMYRT
|
13F-HR |
8/14/2020, 04:07 PM |
Q1 2020 |
3 |
$8.04M |
|
-$248K |
-$248K |
AGN, FIT, BMYRT
|
13F-HR |
5/15/2020, 04:01 PM |
Q4 2019 |
13 |
$29.6M |
+$17.8M |
-$596K |
+$17.2M |
AGN, TECD, CISN, FIT, EE
|
13F-HR |
2/14/2020, 03:02 PM |
Q3 2019 |
13 |
$31.2M |
+$22.2M |
-$117K |
+$22.1M |
PSDO, AGN, CELG, MDSO, CBM
|
13F-HR |
11/14/2019, 03:05 PM |
Q2 2019 |
4 |
$12.3M |
+$8.89M |
|
+$8.89M |
CELG, APC, MDSO, CNC
|
13F-HR |
8/14/2019, 04:04 PM |
Q1 2019 |
7 |
$16.4M |
+$16.4M |
|
+$16.4M |
RHT, BMY, ELLI, ULTI, CELG
|
13F-HR |
5/15/2019, 04:02 PM |
Q4 2018 |
3 |
$2.87M |
+$2.87M |
|
+$2.87M |
ARRS, TSRO, TSRO
|
13F-HR |
2/14/2019, 03:02 PM |
Q3 2018 |
5 |
$22.3M |
+$3.54M |
|
+$3.54M |
NXPI, DVMT, EVHC, NXTM, BG
|
13F-HR |
11/14/2018, 03:06 PM |
Q2 2018 |
6 |
$25.7M |
+$13.5M |
-$873K |
+$12.7M |
NXPI, DVMT, XL, NXTM, T
|
13F-HR |
8/14/2018, 04:06 PM |
Q1 2018 |
1 |
$5.79M |
|
|
|
NXPI
|
New Holdings |
5/22/2018, 10:15 AM |
Q1 2018 |
6 |
$24.7M |
+$9.9M |
|
+$9.9M |
MON, NXPI, DVMT, TWX, BG
|
13F-HR |
5/15/2018, 04:04 PM |
Q4 2017 |
5 |
$16.9M |
+$12.5M |
|
+$12.5M |
MON, DVMT, TWX, QCOM, NXTM
|
13F-HR |
2/14/2018, 03:06 PM |
Q3 2017 |
5 |
$8.85M |
+$5.49M |
|
+$5.49M |
DVMT, CCC, RLJ, XCRA, NXTM
|
13F-HR |
11/14/2017, 04:15 PM |
Q2 2017 |
6 |
$16.5M |
+$7.61M |
|
+$7.61M |
RAI, PNRA, DVMT, WFM, WOOF
|
13F-HR |
8/14/2017, 05:33 PM |
Q1 2017 |
10 |
$24.3M |
+$11.5M |
|
+$11.5M |
RAI, WWAV, BRCD, DVMT, CHMT
|
13F-HR |
5/15/2017, 04:23 PM |
Q4 2016 |
10 |
$29.7M |
+$23M |
|
+$23M |
VAL, WWAV, HAR, MENT, GK
|
13F-HR |
2/14/2017, 04:39 PM |
Q3 2016 |
7 |
$23.5M |
+$17.6M |
|
+$17.6M |
LNKD, CKEC, RAX, CVT, CHMT
|
13F-HR |
11/14/2016, 03:37 PM |
Q2 2016 |
11 |
$21.4M |
+$15.6M |
|
+$15.6M |
LNKD, EMC, CPGX, MDVN, CKEC
|
13F-HR |
8/15/2016, 04:27 PM |
Q1 2016 |
7 |
$13.5M |
+$13.5M |
|
+$13.5M |
ADT, CPGX, CKEC, NEWP, AFFX
|
13F-HR |
5/16/2016, 04:38 PM |
Q4 2015 |
2 |
$6.08M |
+$5.95M |
-$21.4K |
+$5.93M |
PRE, ATML
|
13F-HR |
2/16/2016, 04:12 PM |
Q3 2015 |
8 |
$19.1M |
+$4.52M |
-$1.78M |
+$2.74M |
CNL, ISSI, CYT, ALTR, BRCM
|
13F-HR |
11/16/2015, 03:57 PM |
Q2 2015 |
18 |
$51.1M |
+$39.8M |
-$2.4M |
+$37.4M |
CNL, HSP, ISSI, PPO, ADVS
|
13F-HR |
8/14/2015, 05:32 PM |
Q1 2015 |
10 |
$27.6M |
+$15.9M |
-$13.8M |
+$2.1M |
SIAL, FDO, TRW, HSP, CNL
|
13F-HR |
5/15/2015, 11:47 AM |
Q4 2014 |
11 |
$67.4M |
+$34.6M |
-$5.63M |
+$29M |
FDO, CFN, TRW, IGTXXXX, TWC
|
13F-HR |
2/13/2015, 03:30 PM |
Q3 2014 |
22 |
$106M |
+$77.3M |
|
+$77.3M |
FWLT, FDO, BSBR, TWC, TAM
|
13F-HR |
11/14/2014, 09:49 AM |
Q2 2014 |
27 |
$60.9M |
+$51.3M |
-$1.6M |
+$49.7M |
FWLT, TWC, HITT, BSBR, PL
|
13F-HR |
8/13/2014, 12:06 PM |
Q1 2014 |
16 |
$57.7M |
+$57.7M |
|
+$57.7M |
BEAM, CSE, FWLT, OMC, PACR
|
13F-HR |
5/15/2014, 08:57 PM |
Q4 2013 |
3 |
$27.5M |
|
|
|
LIFE, HMA, PNG
|
13F-HR |
2/14/2014, 09:51 AM |