Q1 2021 |
246 |
$2.02B |
+$1.12B |
-$746M |
+$375M |
RP, ALXN, WORK, XLNX, WTW
|
13F-HR |
5/17/2021, 02:26 PM |
Q4 2020 |
177 |
$1.71B |
+$1.24B |
-$65M |
+$1.17B |
XLNX, GRUBXXXX, VAR, WTW, NAV
|
13F-HR |
2/16/2021, 12:48 PM |
Q3 2020 |
126 |
$1.4B |
+$943M |
-$153M |
+$789M |
GRUBXXXX, ETFC, WMGI, LVGO, IMMU
|
13F-HR |
11/12/2020, 05:14 PM |
Q2 2020 |
59 |
$843M |
+$444M |
-$122M |
+$323M |
ETFC, CZRXXXX, WMGI, LN, PTLA
|
13F-HR |
8/14/2020, 02:17 PM |
Q1 2020 |
63 |
$1.14B |
+$684M |
-$163M |
+$520M |
AGN, ETFC, TIF, LOGM, CY
|
13F-HR |
5/15/2020, 04:37 PM |
Q4 2019 |
41 |
$1.39B |
+$592M |
-$159M |
+$434M |
AGN, MDCO, WCG, ZAYO, CZRXXXX
|
13F-HR |
2/13/2020, 02:05 PM |
Q3 2019 |
29 |
$1.37B |
+$668M |
-$78.7M |
+$589M |
CELG, AGN, ZAYO, CY, WCG
|
13F-HR |
11/14/2019, 12:28 PM |
Q2 2019 |
31 |
$1.82B |
+$1.29B |
|
+$1.29B |
APC, FDC, RHT, CELG, MLNX
|
13F-HR |
8/14/2019, 12:50 PM |
Q1 2019 |
26 |
$791M |
+$590M |
-$2.73M |
+$587M |
FDC, RHT, TRCO, MLNX, ARRS
|
13F-HR |
5/15/2019, 01:43 PM |
Q4 2018 |
22 |
$461M |
+$362M |
-$117M |
+$245M |
FOXA, RHT, TRCO, FOX, ATHN
|
13F-HR |
2/12/2019, 11:41 AM |
Q3 2018 |
29 |
$887M |
+$497M |
-$135M |
+$363M |
AET, FOX, FCEA, ESRX, ANDV
|
13F-HR |
11/14/2018, 10:47 AM |
Q2 2018 |
29 |
$884M |
+$410M |
-$1.99M |
+$408M |
NXPI, AET, CAVM, XL, ANDV
|
13F-HR |
8/14/2018, 05:41 PM |
Q1 2018 |
25 |
$656M |
+$376M |
-$146M |
+$230M |
NXPI, AET, XL, CAVM, MSCC
|
13F-HR |
5/11/2018, 09:56 AM |
Q4 2017 |
23 |
$579M |
+$410M |
-$1.4M |
+$408M |
NXPI, CPN, CAVM, AAAP, AABA
|
13F-HR |
1/22/2018, 11:29 AM |
Q3 2017 |
24 |
$783M |
+$475M |
-$47.7M |
+$427M |
KITE, TWX, RICE, CPN, NXPI
|
Restatement |
11/13/2017, 08:48 AM |
Q2 2017 |
28 |
$707M |
+$387M |
-$25.6M |
+$361M |
RAI, NXPI, MBBYF, ALR, AWHHF
|
13F-HR |
8/9/2017, 09:16 PM |
Q1 2017 |
20 |
$493M |
+$299M |
-$10.3M |
+$289M |
RAI, NXPI, VAL, SYT, WOOF
|
13F-HR |
5/12/2017, 11:38 AM |
Q4 2016 |
20 |
$447M |
+$324M |
-$433K |
+$324M |
STJ, NXPI, LOCK, ISIL, SYT
|
13F-HR |
2/14/2017, 08:16 PM |
Q3 2016 |
24 |
$339M |
|
|
|
ISIL, CPHD, LXK, STJ, SYT
|
13F-HR |
11/14/2016, 11:59 AM |
Q2 2016 |
20 |
$228M |
|
|
|
LNKD, STJ, EMC, DRII, AXLL
|
New Holdings |
8/17/2016, 09:57 AM |
Q2 2016 |
20 |
$228M |
|
|
|
LNKD, STJ, EMC, DRII, AXLL
|
13F-HR |
8/15/2016, 05:05 PM |
Q1 2016 |
21 |
$214M |
|
|
|
CAM, BXLT, TWC, CNL, JAH
|
13F-HR |
5/13/2016, 07:13 AM |
Q2 2015 |
3 |
$7.14M |
+$7.14M |
|
+$7.14M |
RAI, ALXN, ADVS
|
13F-HR |
8/13/2015, 01:23 PM |
Q4 2014 |
5 |
$20.2K |
|
|
|
TRW, IRF, MDTXXXX, MWW, SAN
|
13F-HR |
2/17/2015, 03:42 PM |
Q3 2014 |
9 |
$92.6M |
|
|
|
ITMN, HSH, AMAP, MCRS, DRC
|
13F-HR |
11/13/2014, 09:12 AM |
Q2 2014 |
7 |
$73.2K |
+$73.1K |
|
+$73.1K |
|
13F-HR |
8/12/2014, 01:40 PM |
Q1 2014 |
6 |
$67.3M |
+$66.5M |
|
+$66.5M |
VZ, LIFE, VOD, CADX, MKTG
|
13F-HR |
5/13/2014, 12:26 PM |
Q4 2013 |
9 |
$16.6M |
|
|
|
VODXXXX, JOSB, TWC, CYH, JNY
|
13F-HR |
2/13/2014, 09:44 AM |