Q4 2024 |
18 |
$445M |
+$21M |
-$6.41M |
+$14.6M |
PGR, MAR, MKL, MSFT, CHTR
|
13F-HR |
2/11/2025, 12:05 PM |
Q3 2024 |
18 |
$433M |
+$21.5M |
-$30.8M |
-$9.29M |
PGR, MAR, MSFT, MKL, CHTR
|
13F-HR |
11/12/2024, 09:36 AM |
Q2 2024 |
18 |
$423M |
+$5.99M |
-$2.71M |
+$3.28M |
PGR, MAR, MSFT, MKL, CHTR
|
13F-HR |
8/12/2024, 03:13 PM |
Q1 2024 |
18 |
$417M |
+$21.5M |
-$47.1M |
-$25.6M |
PGR, MAR, MSFT, MKL, CHTR
|
13F-HR |
5/10/2024, 01:23 PM |
Q4 2023 |
17 |
$417M |
+$9.54M |
-$13.4M |
-$3.81M |
PGR, MAR, MSFT, CHTR, MKL
|
13F-HR |
2/7/2024, 08:48 AM |
Q3 2023 |
20 |
$386M |
+$287K |
-$324K |
-$37.6K |
PGR, MAR, MSFT, MKL, CHTR
|
13F-HR |
11/3/2023, 11:22 AM |
Q2 2023 |
20 |
$388M |
+$4.54M |
-$8.93M |
-$4.4M |
PGR, MSFT, MAR, MKL, WBD
|
13F-HR |
8/10/2023, 01:09 PM |
Q1 2023 |
20 |
$382M |
+$1.35M |
-$19.9M |
-$18.6M |
PGR, MAR, WBD, MSFT, MKL
|
13F-HR |
5/10/2023, 10:20 AM |
Q4 2022 |
20 |
$354M |
+$30.2M |
|
+$30.2M |
PGR, MAR, MKL, MSFT, CHTR
|
13F-HR |
2/13/2023, 01:56 PM |
Q3 2022 |
19 |
$298M |
+$2.79M |
-$1.94M |
+$850K |
PGR, MAR, MSFT, MKL, WBD
|
13F-HR |
11/7/2022, 10:01 AM |
Q2 2022 |
22 |
$331M |
+$53.9M |
-$3.06M |
+$50.8M |
PGR, MKL, CHTR, MSFT, MAR
|
13F-HR |
8/8/2022, 08:21 AM |
Q1 2022 |
24 |
$388M |
+$55.8M |
-$20M |
+$35.8M |
PGR, DISCK, MAR, MKL, CHTR
|
13F-HR |
5/6/2022, 02:30 PM |
Q4 2021 |
25 |
$363M |
+$25.8M |
-$22.2M |
+$3.6M |
CHTR, PGR, MSFT, DISCK, MAR
|
13F-HR |
2/7/2022, 09:46 AM |
Q3 2021 |
26 |
$341M |
+$29.3M |
-$19.5M |
+$9.76M |
MAR, CHTR, PGR, MSFT, DISCK
|
13F-HR |
11/12/2021, 08:19 AM |
Q2 2021 |
27 |
$341M |
+$47.1M |
-$34.1M |
+$13M |
MSFT, CHTR, PGR, MAR, LRCX
|
13F-HR |
8/9/2021, 04:24 PM |
Q1 2021 |
25 |
$296M |
+$10.6M |
-$11.5M |
-$925K |
MAR, PGR, MSFT, CHTR, LRCX
|
13F-HR |
5/7/2021, 02:48 PM |
Q4 2020 |
25 |
$290M |
+$9.01M |
-$19.3M |
-$10.3M |
PGR, MAR, MSFT, ADSK, CHTR
|
13F-HR |
2/4/2021, 11:11 AM |
Q3 2020 |
23 |
$252M |
+$16.6M |
-$12.6M |
+$3.99M |
PGR, MSFT, ADSK, MAR, CHTR
|
13F-HR |
11/5/2020, 12:38 PM |
Q2 2020 |
22 |
$233M |
+$4.89M |
-$33.5M |
-$28.6M |
ADSK, MSFT, PGR, MAR, CHTR
|
13F-HR |
8/6/2020, 08:56 AM |
Q1 2020 |
22 |
$211M |
+$65.8M |
-$35.4M |
+$30.4M |
PGR, MSFT, ADSK, MAR, AAPL
|
13F-HR |
5/5/2020, 12:03 PM |
Q4 2019 |
19 |
$221M |
+$6.96M |
-$6.12M |
+$836K |
MSFT, AAPL, MAR, PGR, ADSK
|
13F-HR |
2/13/2020, 01:49 PM |
Q3 2019 |
20 |
$201M |
+$22.6M |
-$7.58M |
+$15.1M |
MSFT, PGR, AAPL, MAR, RBAXXXX
|
13F-HR |
11/6/2019, 01:38 PM |
Q2 2019 |
19 |
$181M |
+$11.8M |
-$317K |
+$11.4M |
MSFT, AAPL, MAR, PGR, RBAXXXX
|
13F-HR |
8/8/2019, 09:05 AM |
Q1 2019 |
21 |
$173M |
+$3.9M |
-$283K |
+$3.62M |
AAPL, MSFT, MAR, PGR, RBAXXXX
|
13F-HR |
5/3/2019, 10:36 AM |
Q4 2018 |
20 |
$152M |
+$24.7M |
-$2.25M |
+$22.5M |
MSFT, MAR, AAPL, PGR, RBAXXXX
|
13F-HR |
2/6/2019, 10:36 AM |
Q3 2018 |
22 |
$156M |
+$5.74M |
-$13M |
-$7.31M |
MSFT, AAPL, RBAXXXX, QCOM, MAR
|
13F-HR |
11/6/2018, 10:02 AM |
Q2 2018 |
20 |
$141M |
+$3.07M |
-$2.73M |
+$343K |
AAPL, MSFT, RBAXXXX, RAVN, QCOM
|
13F-HR |
8/6/2018, 11:17 AM |
Q1 2018 |
20 |
$137M |
+$5.43M |
-$4.1M |
+$1.34M |
AAPL, MSFT, RAVN, RBAXXXX, CHRW
|
13F-HR |
5/3/2018, 08:30 AM |
Q4 2017 |
18 |
$133M |
+$368K |
-$981K |
-$613K |
MSFT, AAPL, RAVN, RBAXXXX, QCOM
|
13F-HR |
2/6/2018, 07:39 AM |
Q3 2017 |
19 |
$121M |
+$2.2M |
-$2.46M |
-$251K |
MSFT, RAVN, AAPL, RBAXXXX, QCOM
|
13F-HR |
11/3/2017, 02:18 PM |
Q2 2017 |
17 |
$114M |
+$1.4M |
-$8.19M |
-$6.8M |
MSFT, RAVN, AAPL, RBAXXXX, QCOM
|
13F-HR |
8/3/2017, 01:51 PM |
Q1 2017 |
17 |
$120M |
+$5.96M |
-$1.85M |
+$4.11M |
RAVN, MSFT, RBAXXXX, AAPL, QCOM
|
13F-HR |
4/20/2017, 10:22 AM |
Q4 2016 |
17 |
$110M |
|
|
|
RAVN, MSFT, RBAXXXX, QCOM, AAPL
|
13F-HR |
2/14/2017, 04:34 PM |