Q4 2024 |
47 |
$4.8B |
+$709M |
-$362M |
+$347M |
AMZN, MSFT, GE, TSM, TDG
|
13F-HR |
2/14/2025, 09:46 AM |
Q3 2024 |
34 |
$4.14B |
+$253M |
-$617M |
-$365M |
AMZN, GE, MSFT, TDG, UNP
|
13F-HR |
11/14/2024, 09:59 AM |
Q2 2024 |
34 |
$4.42B |
+$457M |
-$415M |
+$42.4M |
AMZN, MSFT, GE, UNP, CP
|
13F-HR |
8/14/2024, 09:37 AM |
Q1 2024 |
31 |
$4.21B |
+$675M |
-$462M |
+$214M |
AMZN, MSFT, UNP, AAPL, GE
|
Restatement |
5/15/2024, 10:10 AM |
Q4 2023 |
23 |
$3.49B |
+$218M |
-$773M |
-$554M |
AMZN, MSFT, UNP, CP, TDG
|
13F-HR |
2/14/2024, 09:18 AM |
Q3 2023 |
31 |
$3.45B |
+$291M |
-$286M |
+$5.32M |
AMZN, MSFT, CP, UNP, SPGI
|
13F-HR |
11/14/2023, 09:16 AM |
Q2 2023 |
34 |
$3.61B |
+$694M |
-$765M |
-$71.2M |
AMZN, MSFT, SPGI, CP, AAPL
|
13F-HR |
8/14/2023, 01:11 PM |
Q1 2023 |
30 |
$3.08B |
+$682M |
-$920M |
-$238M |
AMZN, MSFT, AMZN, AAPL, SPGI
|
13F-HR |
5/15/2023, 10:10 AM |
Q4 2022 |
19 |
$2.91B |
+$14.1M |
-$709M |
-$694M |
AMZN, MSFT, GOOGL, GWRE, SPGI
|
13F-HR |
2/14/2023, 08:36 AM |
Q3 2022 |
21 |
$4.29B |
+$558M |
-$123M |
+$435M |
AMZN, MSFT, GOOGL, V, GWRE
|
13F-HR |
11/14/2022, 10:39 AM |
Q2 2022 |
28 |
$4.62B |
+$1.81B |
-$26M |
+$1.79B |
AMZN, MSFT, GOOGL, GWRE, V
|
13F-HR |
8/15/2022, 11:12 AM |
Q1 2022 |
30 |
$6.14B |
+$1.49B |
-$95M |
+$1.39B |
AMZN, MSFT, GOOGL, GWRE, BTI
|
13F-HR |
5/16/2022, 10:54 AM |
Q4 2021 |
49 |
$5.96B |
+$895M |
-$826M |
+$68.6M |
AMZN, MSFT, GOOGL, VZ, GWRE
|
13F-HR |
2/14/2022, 09:30 AM |
Q3 2021 |
60 |
$5.95B |
+$997M |
-$686M |
+$310M |
AMZN, MSFT, GOOGL, VZ, GWRE
|
13F-HR |
11/15/2021, 10:04 AM |
Q2 2021 |
61 |
$5.53B |
+$976M |
-$1.06B |
-$81.4M |
MSFT, AMZN, GOOGL, WDAY, GOOG
|
13F-HR |
8/16/2021, 10:41 AM |
Q1 2021 |
60 |
$5.02B |
+$1.27B |
-$559M |
+$716M |
MSFT, AMZN, GOOGL, WDAY, GOOG
|
13F-HR |
5/14/2021, 10:32 AM |
Q4 2020 |
54 |
$4.27B |
+$1.1B |
-$577M |
+$520M |
MSFT, GOOGL, AMZN, GOOG, WDAY
|
13F-HR |
2/16/2021, 08:47 AM |
Q3 2020 |
71 |
$3.88B |
+$1.45B |
-$334M |
+$1.11B |
MSFT, META, VZ, GOOGL, GOOG
|
13F-HR |
11/13/2020, 02:30 PM |
Q2 2020 |
66 |
$2.57B |
+$1.03B |
-$125M |
+$909M |
MSFT, VZ, META, AMZN, GOOG
|
13F-HR |
8/13/2020, 03:17 PM |
Q1 2020 |
53 |
$1.28B |
+$464M |
-$115M |
+$349M |
MSFT, AMZN, GOOG, META, VZ
|
13F-HR |
5/14/2020, 03:58 PM |
Q4 2019 |
46 |
$1.05B |
+$427M |
-$501M |
-$73.9M |
GOOG, META, AMZN, MSFT, WDAY
|
13F-HR |
2/13/2020, 02:30 PM |
Q3 2019 |
33 |
$1.05B |
+$275M |
-$122M |
+$153M |
AMZN, GOOG, MSFT, TEAMXXXX, INST
|
13F-HR |
11/13/2019, 02:42 PM |
Q2 2019 |
39 |
$941M |
+$415M |
-$243M |
+$172M |
AMZN, GOOG, MSFT, TEAMXXXX, AMZN
|
13F-HR |
8/13/2019, 05:01 PM |
Q1 2019 |
54 |
$814M |
+$313M |
-$28.5M |
+$285M |
MSFT, GOOG, AMZN, NFLX, ADBE
|
13F-HR |
5/14/2019, 04:06 PM |
Q4 2018 |
36 |
$495M |
+$151M |
-$9.36M |
+$142M |
MSFT, GOOG, AMZN, AAPL, META
|
13F-HR |
2/13/2019, 12:16 PM |
Q3 2018 |
42 |
$498M |
+$109M |
-$70.7M |
+$38.1M |
MSFT, GOOG, JPM, AMZN, AAPL
|
13F-HR |
11/13/2018, 09:00 AM |
Q2 2018 |
32 |
$464M |
+$118M |
-$34.4M |
+$84M |
MSFT, GOOG, META, AMZN, COUP
|
13F-HR |
8/14/2018, 10:04 AM |
Q1 2018 |
37 |
$393M |
+$254M |
-$43.6M |
+$210M |
MSFT, GOOG, AMZN, META, META
|
13F-HR |
5/14/2018, 09:55 AM |
Q4 2017 |
42 |
$234M |
|
|
|
MSFT, TTWO, AMZN, ADSK, MTN
|
13F-HR |
2/13/2018, 12:12 PM |