Q4 2024 |
93 |
$1.31B |
+$597M |
-$792M |
-$196M |
SMAR, ROIC, HTLF, K, B
|
13F-HR |
2/14/2025, 02:28 PM |
Q3 2024 |
115 |
$1.5B |
+$1.01B |
-$617M |
+$392M |
AGR, MRO, SQSP, SRCL, SMAR
|
13F-HR |
11/14/2024, 01:47 PM |
Q2 2024 |
104 |
$1.1B |
+$620M |
-$694M |
-$73.7M |
WIRE, PWSC, HCP, EDR, ETRN
|
13F-HR |
8/14/2024, 02:13 PM |
Q1 2024 |
111 |
$1.15B |
+$504M |
-$626M |
-$123M |
AEL, TCN, PXD, MDC, SCRM
|
13F-HR |
5/15/2024, 01:07 PM |
Q4 2023 |
133 |
$1.29B |
+$687M |
-$1.2B |
-$516M |
SRC, SCRM, AEL, AYX, SPLK
|
13F-HR |
2/14/2024, 05:09 PM |
Q3 2023 |
195 |
$1.8B |
+$1.18B |
-$1.06B |
+$121M |
ATVI, HZNP, DEN, NEWR, SCRM
|
13F-HR |
11/14/2023, 03:34 PM |
Q2 2023 |
253 |
$1.68B |
+$896M |
-$1.54B |
-$647M |
LSI, UNVR, SCRM, EOCW, SLAM
|
13F-HR |
8/14/2023, 05:05 PM |
Q1 2023 |
228 |
$2.32B |
+$1.66B |
-$59.3M |
+$1.6B |
DCP, HZNP, FHN, OSH, EOCW
|
13F-HR |
5/12/2023, 04:25 PM |
Q4 2022 |
343 |
$1.86B |
+$1.01B |
-$8.75M |
+$999M |
STOR, HERA, HZNP, SLAM, AAC
|
13F-HR |
2/14/2023, 03:54 PM |
Q3 2022 |
447 |
$2.12B |
+$1.14B |
-$11.3M |
+$1.13B |
AVLR, ZEN, FBC, SWCH, CHNG
|
13F-HR |
11/14/2022, 01:22 PM |
Q2 2022 |
407 |
$1.43B |
+$1.04B |
-$768K |
+$1.03B |
ACC, FBC, CDK, SAIL, PSB
|
13F-HR |
8/15/2022, 11:49 AM |
Q1 2022 |
246 |
$930M |
+$612M |
-$8.23M |
+$603M |
CERN, FBC, MIME, HMHC, FLOW
|
13F-HR |
5/16/2022, 11:31 AM |
Q4 2021 |
231 |
$564M |
+$305M |
-$42.7M |
+$262M |
NUAN, CONE, FBC, INFO, VG
|
13F-HR |
2/14/2022, 03:23 PM |
Q3 2021 |
222 |
$659M |
+$433M |
-$442M |
-$8.84M |
KSU, FBC, STL, CSOD, CLDR
|
13F-HR |
11/15/2021, 10:57 AM |
Q2 2021 |
225 |
$670M |
+$436M |
-$280M |
+$157M |
PRAH, PFPT, ALXN, BPY, HOME
|
13F-HR |
8/16/2021, 01:43 PM |
Q1 2021 |
215 |
$511M |
+$379M |
-$221M |
+$158M |
VAR, RP, GWPH, IPHI, WORK
|
13F-HR |
5/17/2021, 03:48 PM |
Q4 2020 |
134 |
$356M |
+$221M |
-$31.3M |
+$190M |
VAR, NGHC, EV, RP, TIF
|
13F-HR |
2/16/2021, 09:45 AM |
Q3 2020 |
105 |
$372M |
+$289M |
-$103M |
+$187M |
LVGO, ADSW, NGHC, WTW, VAR
|
13F-HR |
11/16/2020, 08:59 AM |
Q2 2020 |
69 |
$316M |
+$279M |
-$15.8M |
+$264M |
WTW, LOGM, AMTD, LM, ADSW
|
Restatement |
8/18/2020, 04:58 PM |
Q1 2020 |
27 |
$194M |
+$113M |
-$30.3M |
+$83.2M |
AGN, WBC, LOGM, FTSV, TECD
|
Restatement |
8/18/2020, 03:37 PM |
Q4 2019 |
42 |
$316M |
+$275M |
-$1.83M |
+$273M |
LPT, AGN, TGE, INXN, WCG
|
13F-HR |
2/10/2020, 04:42 PM |
Q3 2019 |
36 |
$247M |
+$204M |
-$16.8M |
+$187M |
CELG, VIAB, BAMXXXX, AGN, MDSO
|
13F-HR |
11/14/2019, 10:29 AM |
Q2 2019 |
47 |
$722M |
+$630M |
-$74.2M |
+$556M |
LEXEA, RHT, WP, SPY, DATA
|
13F-HR |
8/14/2019, 12:30 PM |
Q1 2019 |
46 |
$365M |
+$284M |
-$25.9M |
+$258M |
ULTI, MLNX, GG, ELLI, RHT
|
13F-HR |
5/13/2019, 04:58 PM |
Q4 2018 |
46 |
$393M |
+$251M |
-$36.5M |
+$215M |
SHPG, VVC, FOXA, VLP, DM
|
13F-HR |
2/13/2019, 09:31 AM |
Q3 2018 |
55 |
$840M |
+$522M |
-$54.2M |
+$468M |
ANDV, COL, PF, AET, FOXA
|
13F-HR |
11/14/2018, 08:31 AM |
Q2 2018 |
46 |
$698M |
+$482M |
-$130M |
+$352M |
FOXA, XL, ANDV, VR, COL
|
13F-HR |
8/13/2018, 10:14 AM |
Q1 2018 |
43 |
$710M |
+$487M |
-$21.2M |
+$466M |
NXPI, BUFF, XL, MSCC, MULE
|
13F-HR |
5/8/2018, 04:37 PM |
Q4 2017 |
49 |
$522M |
+$330M |
-$26.5M |
+$303M |
NXPI, BWLD, BSFT, CUDA, BDX
|
13F-HR |
2/14/2018, 08:48 AM |
Q3 2017 |
50 |
$643M |
+$297M |
-$59.3M |
+$238M |
LVLT, BCR, NXPI, TWX, KITE
|
13F-HR |
11/13/2017, 07:26 AM |
Q2 2017 |
74 |
$863M |
+$667M |
-$411K |
+$666M |
NXPI, BCR, MBBYF, RAI, OKE
|
13F-HR |
8/9/2017, 01:22 PM |
Q1 2017 |
38 |
$537M |
+$429M |
-$555K |
+$429M |
MJN, AWHHF, RAI, CST, BEAV
|
13F-HR |
5/11/2017, 04:05 PM |
Q4 2016 |
30 |
$341M |
+$321M |
-$1.27M |
+$319M |
HAR, ENH, CPPL, CST, RAI
|
13F-HR |
2/7/2017, 03:12 PM |
Q2 2016 |
40 |
$272M |
+$236M |
-$2.27M |
+$233M |
KLAC, HOT, DWRE, GAS, STRZA
|
Restatement |
8/10/2016, 03:13 PM |
Q1 2016 |
43 |
$144M |
|
|
|
HPY, JAH, TWC, TFM, HUM
|
13F-HR |
5/6/2016, 12:35 PM |