Q1 2023 |
685 |
$3.1B |
+$1.11B |
-$198M |
+$913M |
MJUS, VALT, AG, CHKP, FTNT
|
13F-HR |
4/17/2023, 06:57 PM |
Q4 2022 |
513 |
$2.13B |
+$158M |
-$148M |
+$10.4M |
MJUS, VRSN, BAH, CSCO, LDOS
|
13F-HR |
3/23/2023, 09:07 AM |
Q3 2022 |
694 |
$3.12B |
+$699M |
-$449M |
+$250M |
VALT, MJUS, AG, ZS, FTNT
|
13F-HR |
11/14/2022, 08:25 AM |
Q2 2022 |
749 |
$3.42B |
+$385M |
-$385M |
+$45.9K |
VALT, AG, CRWD, TRQ, PANW
|
13F-HR |
8/15/2022, 11:37 AM |
Q1 2022 |
695 |
$4.98B |
+$1.17B |
-$915M |
+$252M |
VALT, AG, PAAS, NET, CRWD
|
13F-HR |
5/13/2022, 12:32 PM |
Q4 2021 |
696 |
$4.95B |
+$580M |
-$539M |
+$41.1M |
VALT, PAAS, CSCO, MAG, MA
|
13F-HR |
2/14/2022, 08:35 AM |
Q3 2021 |
672 |
$5.32B |
+$636M |
-$729M |
-$93.3M |
VALT, AG, AXP, MA, CSCO
|
13F-HR |
11/15/2021, 09:51 AM |
Q2 2021 |
645 |
$6.13B |
+$1.2B |
-$981M |
+$222M |
VALT, GRWG, TLRY, CGC, AG
|
13F-HR |
8/16/2021, 10:13 AM |
Q1 2021 |
667 |
$5.63B |
+$1.1B |
-$325M |
+$771M |
GWPH, APHA, TLRY, GRWG, CGC
|
13F-HR |
5/17/2021, 12:32 PM |
Q4 2020 |
615 |
$4.56B |
+$862M |
-$195M |
+$666M |
VALT, APHA, PAAS, HL, CGC
|
13F-HR |
2/16/2021, 08:10 AM |
Q3 2020 |
611 |
$3.15B |
+$370M |
-$137M |
+$233M |
VALT, PAAS, SQ, CSCO, PYPL
|
13F-HR |
11/16/2020, 09:22 AM |
Q2 2020 |
593 |
$2.82B |
+$455M |
-$216M |
+$240M |
VALT, GWPH, CSCO, CRON, PYPL
|
13F-HR |
8/14/2020, 09:43 AM |
Q1 2020 |
533 |
$2.16B |
+$101M |
-$220M |
-$119M |
VALT, NET, CSCO, CRON, AKAM
|
13F-HR |
5/14/2020, 09:10 AM |
Q4 2019 |
529 |
$2.87B |
+$369M |
-$251M |
+$118M |
VALT, CGC, CSCO, CRON, SPLK
|
13F-HR |
2/14/2020, 08:29 AM |
Q3 2019 |
522 |
$2.78B |
+$347M |
-$185M |
+$162M |
ACB, CGC, GWPH, CRON, CSCO
|
13F-HR |
11/14/2019, 08:10 AM |
Q2 2019 |
561 |
$3.14B |
+$1.36B |
-$229M |
+$1.13B |
GWPH, CRON, TLRY, ACB, CGC
|
13F-HR |
8/14/2019, 09:38 AM |
Q1 2019 |
549 |
$2.04B |
+$172M |
-$198M |
-$26.1M |
CSCO, CHKP, CYBR, PANW, SPLK
|
13F-HR |
5/7/2019, 02:14 PM |
Q4 2018 |
567 |
$2.12B |
+$472M |
-$259M |
+$213M |
CRON, CSCO, SPLK, PANW, CYBR
|
13F-HR |
2/1/2019, 08:35 AM |
Q3 2018 |
566 |
$2.65B |
|
|
|
CSCO, TENB, SAIL, SPLK, CYBR
|
13F-HR |
11/14/2018, 01:27 PM |
Q2 2018 |
64 |
$37.9M |
|
|
|
PINC, AMGN, GLW, RJF, COF
|
13F-HR |
8/14/2018, 02:36 PM |
Q1 2018 |
541 |
$1.65B |
+$434M |
-$137M |
+$296M |
CVLT, SAIC, CHKP, PANW, CYBR
|
13F-HR |
5/15/2018, 12:52 PM |
Q4 2017 |
531 |
$1.38B |
+$258M |
-$72.4M |
+$186M |
AKAM, SPLK, PFPT, FTNT, FEYE
|
13F-HR |
2/14/2018, 01:40 PM |
Q3 2017 |
460 |
$1.18B |
+$153M |
-$166M |
-$12.3M |
SAIC, CSCO, CHKP, AKAM, FEYE
|
13F-HR |
11/14/2017, 07:41 AM |
Q2 2017 |
522 |
$1.18B |
+$1.17B |
-$2.51M |
+$1.16B |
PANW, AKAM, CUDA, CYBR, GIMO
|
13F-HR |
8/14/2017, 05:26 PM |
Q4 2016 |
70 |
$21.6M |
+$1.06M |
-$5.87M |
-$4.81M |
CDE, AG, EXK, GPL, AXU
|
13F-HR |
2/13/2017, 03:58 PM |
Q3 2016 |
66 |
$31.3M |
|
|
|
CDE, AG, EXK, GPL, AUMN
|
13F-HR |
11/15/2016, 11:40 AM |
Q1 2016 |
248 |
$52.2M |
|
|
|
V, MA, PYPL, FI, VNTV
|
13F-HR |
5/15/2017, 04:48 PM |