Q4 2023 |
18 |
$55.5M |
+$54.2M |
-$83.9M |
-$29.7M |
HES, SPLK, PXD, CPRI, SRC
|
13F-HR |
2/7/2024, 10:58 AM |
Q3 2023 |
37 |
$85M |
+$47.2M |
-$51.9M |
-$4.69M |
ATVI, DEN, HZNP, VMW, NATI
|
13F-HR |
11/13/2023, 11:23 AM |
Q2 2023 |
26 |
$87M |
+$44.3M |
-$1.06M |
+$43.3M |
ATVI, SYNH, FOCS, NATI, VMW
|
13F-HR |
8/11/2023, 12:27 PM |
Q1 2023 |
29 |
$71.7M |
+$47.4M |
|
+$47.4M |
ATVI, FOCS, HZNP, TA, VMW
|
13F-HR |
5/9/2023, 12:11 PM |
Q4 2022 |
33 |
$85.7M |
+$46M |
-$617K |
+$45.4M |
AAWW, STOR, ATVI, POSH, EVOP
|
13F-HR |
2/13/2023, 09:00 AM |
Q3 2022 |
41 |
$177M |
+$117M |
-$1.61M |
+$116M |
DRE, Y, AVLR, ZEN, CTXS
|
13F-HR |
11/14/2022, 09:27 AM |
Q2 2022 |
33 |
$148M |
+$114M |
-$3.18M |
+$110M |
PSB, CDK, COHR, ACC, Y
|
13F-HR |
8/10/2022, 03:12 PM |
Q1 2022 |
31 |
$134M |
+$105M |
-$14.7M |
+$90.3M |
MIME, CERN, PBCT, PLAN, COHR
|
13F-HR |
5/12/2022, 03:06 PM |
Q4 2021 |
28 |
$219M |
+$53M |
-$9.27M |
+$43.7M |
INFO, MGLN, XLNX, NUAN, WTW
|
13F-HR |
2/10/2022, 09:46 AM |
Q3 2021 |
27 |
$257M |
+$90.7M |
-$162M |
-$71.1M |
INFO, WTW, VER, NUAN, CIT
|
13F-HR |
11/10/2021, 12:05 PM |
Q2 2021 |
31 |
$326M |
+$135M |
-$116M |
+$19.3M |
INFO, PRSP, ALXN, WTW, WORK
|
13F-HR |
8/9/2021, 03:27 PM |
Q1 2021 |
33 |
$276M |
+$163M |
-$83.1M |
+$79.6M |
INFO, WTW, RP, VAR, CIT
|
13F-HR |
5/10/2021, 09:43 AM |
Q4 2020 |
29 |
$190M |
+$111M |
|
+$111M |
TIF, WTW, NGHC, CXO, INFO
|
13F-HR |
2/10/2021, 11:14 AM |
Q3 2020 |
28 |
$185M |
+$97.4M |
-$2.11M |
+$95.3M |
TIF, WTW, ETFC, IMMU, MNTA
|
13F-HR |
11/9/2020, 09:57 AM |
Q2 2020 |
23 |
$203M |
+$46.7M |
-$5.05M |
+$41.7M |
LOGM, TIF, LM, TECD, IBKC
|
13F-HR |
8/11/2020, 11:12 AM |
Q1 2020 |
32 |
$216M |
+$141M |
-$2.06M |
+$139M |
AGN, TIF, LOGM, LM, TECD
|
13F-HR |
5/13/2020, 09:46 AM |
Q4 2019 |
31 |
$158M |
+$118M |
-$193K |
+$118M |
AGN, IBKC, LPT, TIF, TGE
|
13F-HR |
2/11/2020, 03:05 PM |
Q3 2019 |
27 |
$142M |
+$59M |
|
+$59M |
STI, CELG, MDSO, AGN, LTXB
|
13F-HR |
11/14/2019, 09:15 AM |
Q2 2019 |
33 |
$224M |
+$120M |
-$28.4M |
+$91.6M |
STI, WP, CELG, RHT, HF
|
13F-HR |
8/5/2019, 02:48 PM |
Q1 2019 |
25 |
$132M |
+$99.1M |
-$10.3M |
+$88.8M |
STI, CELG, ARRS, FDC, RHT
|
13F-HR |
5/15/2019, 12:31 PM |
Q4 2018 |
29 |
$152M |
+$99.9M |
-$15.2M |
+$84.7M |
ATHN, VLP, FOXA, MBFI, NXPI
|
13F-HR |
2/11/2019, 12:35 PM |
Q3 2018 |
35 |
$281M |
+$164M |
-$7.3M |
+$156M |
NXPI, AET, PF, ANDV, FOXA
|
13F-HR |
11/9/2018, 12:38 PM |
Q2 2018 |
31 |
$233M |
+$148M |
-$359K |
+$147M |
NXPI, DCT, CAVM, VR, GPT
|
13F-HR |
8/7/2018, 02:25 PM |
Q1 2018 |
26 |
$163M |
+$75.5M |
-$344K |
+$75.2M |
NXPI, TWX, CAVM, VR, HAWK
|
13F-HR |
5/9/2018, 12:26 PM |
Q4 2017 |
28 |
$126M |
+$53.7M |
-$1.51M |
+$52.2M |
NXPI, TWX, CAVM, MON, BSFT
|
13F-HR |
2/12/2018, 01:29 PM |
Q3 2017 |
28 |
$149M |
+$38.5M |
-$1.36M |
+$37.1M |
NXPI, BCR, TWX, ALR, SFR
|
13F-HR |
11/13/2017, 12:20 PM |
Q2 2017 |
33 |
$189M |
+$99.7M |
-$1.31M |
+$98.4M |
NXPI, TWX, OKS, MBBYF, PNRA
|
13F-HR |
8/14/2017, 01:30 PM |
Q1 2017 |
32 |
$160M |
+$66.2M |
-$4.72M |
+$61.4M |
NXPI, WWAV, MJN, ETPXXXX, RAI
|
13F-HR |
5/11/2017, 02:43 PM |
Q4 2016 |
46 |
$177M |
+$106M |
-$3.83M |
+$103M |
NXPI, WWAV, HAR, STJ, ALR
|
13F-HR |
2/10/2017, 02:58 PM |
Q3 2016 |
46 |
$146M |
+$83M |
-$440K |
+$82.5M |
LNKD, PPS, WWAV, ALR, STJ
|
13F-HR |
11/9/2016, 01:42 PM |
Q2 2016 |
48 |
$144M |
+$67.6M |
-$6.4M |
+$61.2M |
EMC, LNKD, HOT, ALR, FCS
|
13F-HR |
8/5/2016, 11:37 AM |
Q1 2016 |
38 |
$175M |
+$106M |
-$261K |
+$105M |
JAH, TWC, EMC, ALR, BXLT
|
13F-HR |
5/12/2016, 12:58 PM |
Q4 2015 |
44 |
$181M |
+$67.8M |
-$10M |
+$57.8M |
PCP, BRCM, CBXXXX, HNT, TWC
|
Restatement |
2/9/2016, 02:40 PM |
Q3 2015 |
50 |
$190M |
+$116M |
-$8.47M |
+$108M |
PCP, TWC, HCBK, BRCM, SLH
|
13F-HR |
11/12/2015, 09:50 AM |
Q2 2015 |
48 |
$189M |
+$83.7M |
-$3.18M |
+$80.5M |
FDO, HCBK, TWC, SIAL, PPO
|
13F-HR |
8/10/2015, 03:20 PM |
Q1 2015 |
43 |
$152M |
+$92.6M |
-$4.91M |
+$87.7M |
FDO, HCBK, TRW, TWC, SLXP
|
13F-HR |
5/4/2015, 12:36 PM |
Q4 2014 |
34 |
$146M |
|
|
|
F113PS, ROC, AGN, HCBK, TWC
|
13F-HR |
2/13/2015, 01:26 PM |