Q4 2024 |
22 |
$1.64B |
+$339M |
-$185M |
+$154M |
V, FND, LOW, CRH, PLNT
|
13F-HR |
2/14/2025, 10:10 AM |
Q3 2024 |
18 |
$1.52B |
+$84.1M |
-$280M |
-$196M |
FND, LOW, V, PLNT, ABNB
|
13F-HR |
11/14/2024, 12:04 PM |
Q2 2024 |
18 |
$1.61B |
+$229M |
-$257M |
-$28.4M |
V, FND, LOW, CRH, ABNB
|
13F-HR |
8/14/2024, 08:16 AM |
Q1 2024 |
17 |
$1.74B |
+$344M |
-$329M |
+$14.5M |
V, FND, HDB, LOW, AZPN
|
13F-HR |
5/15/2024, 01:57 PM |
Q4 2023 |
16 |
$1.6B |
+$49.8M |
-$184M |
-$135M |
HDB, V, FND, LOW, ABNB
|
13F-HR |
2/14/2024, 02:34 PM |
Q3 2023 |
17 |
$1.55B |
+$142M |
-$175M |
-$33M |
FND, HDB, V, LOW, ABNB
|
13F-HR |
11/14/2023, 12:02 PM |
Q2 2023 |
17 |
$1.66B |
+$204M |
-$155M |
+$48.8M |
HDB, FND, LOW, V, ADBE
|
13F-HR |
8/14/2023, 11:35 AM |
Q1 2023 |
15 |
$1.5B |
+$255M |
-$198M |
+$56.8M |
HDB, LOW, FND, V, ADBE
|
13F-HR |
5/15/2023, 10:31 AM |
Q4 2022 |
14 |
$1.4B |
+$142M |
-$198M |
-$56.2M |
V, HDB, LOW, FND, VRSN
|
13F-HR |
2/14/2023, 08:40 AM |
Q3 2022 |
13 |
$1.38B |
+$245M |
-$80.1M |
+$165M |
V, FND, LOW, ADBE, HDB
|
13F-HR |
11/14/2022, 09:35 AM |
Q2 2022 |
16 |
$1.46B |
+$346M |
-$58.5M |
+$287M |
V, ADBE, FND, LOW, HDB
|
13F-HR |
8/15/2022, 09:44 AM |
Q1 2022 |
15 |
$1.75B |
+$338M |
-$172M |
+$165M |
AZPNXXXX, V, FND, ADBE, LOW
|
13F-HR |
5/16/2022, 09:12 AM |
Q4 2021 |
17 |
$1.96B |
+$177M |
-$150M |
+$26.8M |
V, FND, HDB, LOW, PTC
|
13F-HR |
2/14/2022, 09:35 AM |
Q3 2021 |
18 |
$1.89B |
+$232M |
-$64.8M |
+$167M |
FND, HDB, V, LOW, AZPNXXXX
|
13F-HR |
10/26/2021, 12:36 PM |
Q2 2021 |
16 |
$1.76B |
+$163M |
-$153M |
+$10.2M |
V, FND, HDB, LOW, ADBE
|
13F-HR |
8/16/2021, 11:46 AM |
Q1 2021 |
15 |
$1.64B |
+$138M |
-$485M |
-$347M |
HDB, V, LOW, FND, ADBE
|
13F-HR |
5/17/2021, 10:42 AM |
Q4 2020 |
16 |
$1.83B |
+$210M |
-$183M |
+$26.7M |
HDB, V, FND, LOW, BPOP
|
13F-HR |
2/16/2021, 02:38 PM |
Q3 2020 |
17 |
$1.53B |
+$87.6M |
-$148M |
-$60.1M |
HDB, AZPNXXXX, V, FND, LOW
|
13F-HR |
11/16/2020, 09:59 AM |
Q2 2020 |
17 |
$1.43B |
+$92.9M |
-$189M |
-$96.2M |
HDB, AZPNXXXX, FND, V, ADBE
|
13F-HR |
8/14/2020, 12:49 PM |
Q1 2020 |
17 |
$1.23B |
+$286M |
-$62.2M |
+$223M |
HDB, AZPNXXXX, ADBE, V, FND
|
13F-HR |
5/15/2020, 10:00 AM |
Q4 2019 |
20 |
$1.55B |
+$124M |
-$176M |
-$52M |
HDB, FND, ADBE, V, LOW
|
13F-HR |
2/14/2020, 12:55 PM |
Q3 2019 |
20 |
$1.53B |
+$255M |
-$300M |
-$44.5M |
V, HDB, ADBE, FND, LOW
|
13F-HR |
11/14/2019, 09:41 AM |
Q2 2019 |
20 |
$1.64B |
+$212M |
-$81.4M |
+$131M |
V, ADBE, HDB, AZPNXXXX, LOW
|
13F-HR |
8/14/2019, 09:41 AM |
Q1 2019 |
21 |
$1.48B |
+$161M |
-$339M |
-$178M |
V, ADBE, QSR, HDB, LOW
|
13F-HR |
5/15/2019, 09:18 AM |
Q4 2018 |
22 |
$1.48B |
+$288M |
-$180M |
+$108M |
V, ADBE, STZ, HDB, QSR
|
13F-HR |
2/14/2019, 01:37 PM |
Q3 2018 |
24 |
$1.8B |
+$84.2M |
-$177M |
-$93M |
V, STZ, ECL, QSR, ADBE
|
13F-HR |
11/14/2018, 08:01 AM |
Q2 2018 |
27 |
$1.93B |
+$214M |
-$145M |
+$69.4M |
V, STZ, QSR, FANG, HDB
|
13F-HR |
8/14/2018, 11:06 AM |
Q1 2018 |
26 |
$1.84B |
+$255M |
-$166M |
+$88.9M |
V, STZ, QSR, TYL, VRSK
|
13F-HR |
5/15/2018, 09:02 AM |
Q4 2017 |
26 |
$1.87B |
+$276M |
-$313M |
-$36.2M |
V, STZ, QSR, PXD, SBUX
|
13F-HR |
2/14/2018, 08:29 AM |
Q3 2017 |
23 |
$1.76B |
+$387M |
-$185M |
+$202M |
V, PXD, STZ, SBUX, HD
|
13F-HR |
11/14/2017, 08:42 AM |
Q2 2017 |
17 |
$1.64B |
+$385M |
-$237M |
+$148M |
V, HD, SBUX, PXD, STZ
|
13F-HR |
8/14/2017, 06:49 AM |
Q1 2017 |
16 |
$1.65B |
+$351M |
-$261M |
+$89.8M |
V, SBUX, PXD, HD, HDB
|
13F-HR |
5/15/2017, 09:14 AM |
Q4 2016 |
14 |
$1.58B |
+$242M |
-$202M |
+$39.9M |
PXD, HD, V, ZTS, SBUX
|
13F-HR |
2/14/2017, 07:31 AM |
Q3 2016 |
11 |
$1.63B |
+$295M |
-$181M |
+$114M |
HD, PXD, V, HDB, LOW
|
13F-HR |
11/14/2016, 06:38 AM |
Q2 2016 |
11 |
$1.51B |
+$436M |
-$1.57M |
+$435M |
HD, V, ORLY, PXD, ZTS
|
13F-HR |
8/15/2016, 07:45 AM |
Q1 2016 |
11 |
$1.16B |
+$191M |
-$148M |
+$42.8M |
HD, V, LOW, HDB, ZTS
|
13F-HR |
5/16/2016, 11:53 AM |
Q4 2015 |
10 |
$1.22B |
+$371M |
-$82.7M |
+$288M |
V, HD, LOW, SHW, ZTS
|
13F-HR |
2/16/2016, 01:52 PM |
Q3 2015 |
10 |
$988M |
+$259M |
|
+$259M |
HD, V, HDB, IMS, LOW
|
13F-HR |
11/16/2015, 03:17 PM |
Q2 2015 |
15 |
$1.01B |
+$199M |
-$43.7M |
+$155M |
HD, V, HDB, LOW, GOOGXXXX
|
13F-HR |
8/14/2015, 04:14 PM |
Q1 2015 |
13 |
$917M |
+$186M |
-$38.7M |
+$147M |
HD, V, HDB, GOOGXXXX, LOW
|
13F-HR |
5/15/2015, 10:13 AM |
Q4 2014 |
12 |
$838M |
|
|
|
HD, GOOGXXXX, V, LOW, HDB
|
13F-HR |
2/13/2015, 10:57 AM |