Q4 2024 |
61 |
$168M |
+$71.8M |
-$134M |
-$61.8M |
SBUX, NFLX, BABA, IBM, WFC
|
13F-HR |
2/14/2025, 01:10 PM |
Q3 2024 |
73 |
$219M |
+$72.7M |
-$181M |
-$108M |
NFLX, FDX, SBUX, GDX, BP
|
13F-HR |
11/14/2024, 03:10 PM |
Q2 2024 |
75 |
$352M |
+$234M |
-$102M |
+$132M |
NVDA, NFLX, AVGO, META, PDD
|
13F-HR |
8/14/2024, 03:40 PM |
Q1 2024 |
61 |
$219M |
+$150M |
-$83.4M |
+$66.8M |
AAPL, NFLX, AAL, C, W
|
13F-HR |
5/15/2024, 05:42 PM |
Q4 2023 |
49 |
$142M |
+$79.3M |
-$127M |
-$47.4M |
OXY, PYPL, AAL, WYNN, PBR
|
13F-HR |
2/14/2024, 03:42 PM |
Q3 2023 |
262 |
$7.79B |
+$302M |
-$2.69B |
-$2.39B |
GDX, LVS, JPM, GOLD, PDD
|
Restatement |
11/14/2023, 05:15 PM |
Q2 2023 |
256 |
$10.8B |
+$627M |
-$3.24B |
-$2.61B |
C, NVDA, OXY, LVS, WYNN
|
13F-HR |
8/14/2023, 12:49 PM |
Q1 2023 |
219 |
$11.6B |
+$322M |
-$6.38B |
-$6.06B |
PBR, SQ, JPM, QCOM, T
|
13F-HR |
5/15/2023, 05:45 PM |
Q4 2022 |
315 |
$15.1B |
+$1.92B |
-$1.05B |
+$876M |
PBR, PINS, GDXJ, UBER, ATVI
|
13F-HR |
2/14/2023, 10:53 AM |
Q3 2022 |
327 |
$13.4B |
+$1.98B |
-$585M |
+$1.4B |
ADBE, PBR, PINS, AVGO, BP
|
13F-HR |
11/14/2022, 04:57 PM |
Q2 2022 |
294 |
$12.7B |
+$2.25B |
-$1.65B |
+$593M |
PBR, NFLX, T, BP, GDXJ
|
13F-HR |
8/15/2022, 02:56 PM |
Q1 2022 |
299 |
$17.3B |
+$2.59B |
-$2.91B |
-$315M |
PBR, T, MSFT, WDC, BP
|
13F-HR |
5/16/2022, 03:36 PM |
Q4 2021 |
326 |
$20.8B |
+$4.92B |
-$678M |
+$4.24B |
T, LVS, W, ABNB, SHOP
|
13F-HR |
2/14/2022, 04:25 PM |
Q3 2021 |
81 |
$264M |
+$153M |
-$98.9M |
+$54.3M |
COIN, BYND, AAPL, MS, ET
|
13F-HR |
11/15/2021, 11:47 AM |
Q2 2021 |
59 |
$227M |
+$160M |
-$89.6M |
+$70M |
BYND, DIS, MA, ET, ATVI
|
13F-HR |
8/16/2021, 03:22 PM |
Q1 2021 |
60 |
$152M |
+$110M |
-$71.7M |
+$38.1M |
NFLX, WFC, ATVI, F, MA
|
13F-HR |
5/17/2021, 04:00 PM |
Q4 2020 |
260 |
$10.7B |
+$554M |
-$1.8B |
-$1.24B |
BYND, BMY, AXP, T, ET
|
13F-HR |
2/16/2021, 02:32 PM |
Q3 2020 |
235 |
$10.4B |
+$4.44B |
-$416M |
+$4.02B |
GDX, F, BYND, DIS, LYFT
|
13F-HR |
11/16/2020, 02:29 PM |
Q2 2020 |
247 |
$6.82B |
+$1.22B |
-$1.18B |
+$38.3M |
GDX, PTON, CRM, F, ET
|
13F-HR |
8/14/2020, 11:24 AM |
Q1 2020 |
229 |
$4.83B |
+$1.08B |
-$803M |
+$276M |
AAPL, CSCO, F, KHC, PDD
|
13F-HR |
5/15/2020, 05:09 PM |
Q4 2019 |
205 |
$5.26B |
+$1.3B |
-$562M |
+$739M |
WFC, ET, UBER, PXD, DIS
|
13F-HR |
2/14/2020, 11:33 AM |
Q3 2019 |
151 |
$3.78B |
+$830M |
-$133M |
+$697M |
BABA, NFLX, PFE, NVDA, AAL
|
13F-HR |
11/14/2019, 01:59 PM |
Q2 2019 |
126 |
$3.22B |
+$451M |
-$299M |
+$152M |
BABA, NFLX, WFC, CRM, TSLA
|
13F-HR |
8/14/2019, 04:07 PM |
Q1 2019 |
128 |
$3.03B |
+$206M |
-$1.15B |
-$942M |
CRM, BABA, TSLA, AAL, JPM
|
13F-HR |
5/15/2019, 04:54 PM |
Q4 2018 |
125 |
$3.41B |
+$353M |
-$228M |
+$125M |
CRM, MSFT, LOW, FSLR, XOM
|
13F-HR |
2/14/2019, 12:40 PM |
Q3 2018 |
137 |
$4.22B |
+$535M |
-$295M |
+$240M |
CRM, AAL, GM, F, JPM
|
13F-HR |
11/14/2018, 11:20 AM |
Q2 2018 |
154 |
$4.03B |
+$279M |
-$551M |
-$272M |
CRM, META, MU, DHI, GEXXXX
|
13F-HR |
8/14/2018, 03:25 PM |
Q1 2018 |
138 |
$3.89B |
+$353M |
-$559M |
-$205M |
NFLX, META, WFC, DHI, BIDU
|
13F-HR |
5/15/2018, 12:45 PM |
Q4 2017 |
133 |
$3.87B |
+$859M |
-$76.2M |
+$782M |
META, GEXXXX, MON, MU, ANF
|
13F-HR |
2/14/2018, 02:29 PM |
Q3 2017 |
151 |
$2.94B |
+$1.02B |
-$39.7M |
+$980M |
META, WFC, MU, AAL, LVS
|
13F-HR |
11/14/2017, 04:07 PM |
Q2 2017 |
145 |
$1.82B |
+$847M |
-$44.9M |
+$802M |
QCOM, MU, AABA, CRM, GM
|
13F-HR |
8/14/2017, 03:13 PM |
Q1 2017 |
141 |
$973M |
+$93M |
-$359M |
-$266M |
MU, GOLD, AAL, BAC, QCOM
|
Restatement |
5/15/2017, 05:10 PM |
Q4 2016 |
159 |
$1.15B |
+$320M |
-$145M |
+$175M |
AMBA, GOLD, AAL, NFLX, AGN
|
13F-HR |
2/14/2017, 12:11 PM |
Q3 2016 |
157 |
$1.04B |
+$1.01B |
-$5.15M |
+$1.01B |
AMZN, PG, AMBA, TWTR, FSLR
|
13F-HR |
11/14/2016, 06:05 PM |
Q2 2016 |
110 |
$116M |
+$96.3M |
-$2.1M |
+$94.2M |
AMZN, AMBA, TWTR, FSLR, AAPL
|
13F-HR |
8/15/2016, 12:29 PM |
Q1 2016 |
134 |
$717M |
+$91M |
-$349M |
-$258M |
AMZN, AAPL, TWTR, FSLR, PANW
|
13F-HR |
5/16/2016, 10:05 AM |
Q4 2015 |
166 |
$904M |
+$220M |
-$45.8M |
+$174M |
NFLX, TWTR, HLF, JPM, META
|
13F-HR |
2/16/2016, 05:44 PM |
Q3 2015 |
130 |
$687M |
+$148M |
-$38.1M |
+$110M |
META, C, NFLX, TWTR, JPM
|
13F-HR |
11/16/2015, 12:11 PM |
Q2 2015 |
126 |
$749M |
|
|
|
NFLX, WMB, SCTY, META, TWTR
|
13F-HR |
8/14/2015, 01:33 PM |