Q4 2024 |
77 |
$428M |
+$68.2M |
-$47.3M |
+$20.8M |
NVDA, AAPL, MSFT, AMZN, META
|
13F-HR |
2/13/2025, 01:29 PM |
Q3 2024 |
79 |
$423M |
+$26.7M |
-$32.7M |
-$5.98M |
AAPL, MSFT, NVDA, AMZN, META
|
13F-HR |
11/12/2024, 01:42 PM |
Q2 2024 |
75 |
$413M |
+$72.9M |
-$35.4M |
+$37.5M |
NVDA, MSFT, AAPL, AMZN, META
|
13F-HR |
8/12/2024, 12:53 PM |
Q1 2024 |
80 |
$390M |
+$34.8M |
-$36.1M |
-$1.28M |
MSFT, NVDA, AMZN, META, SCHF
|
13F-HR |
5/14/2024, 09:55 AM |
Q4 2023 |
82 |
$341M |
+$33.9M |
-$31.1M |
+$2.83M |
MSFT, AAPL, NVDA, AMZN, SCHF
|
13F-HR |
2/13/2024, 02:06 PM |
Q3 2023 |
78 |
$299M |
+$30.1M |
-$28.5M |
+$1.6M |
MSFT, AAPL, SCHF, AMZN, NVDA
|
13F-HR |
11/13/2023, 07:00 AM |
Q2 2023 |
75 |
$306M |
+$61.8M |
-$20.1M |
+$41.7M |
MSFT, AAPL, SCHF, ISRG, URI
|
13F-HR |
8/11/2023, 10:30 AM |
Q1 2023 |
72 |
$280M |
+$21.9M |
-$12.5M |
+$9.43M |
AAPL, MSFT, SCHF, ULTA, TTD
|
13F-HR |
5/11/2023, 03:58 PM |
Q4 2022 |
72 |
$254M |
+$28.9M |
-$14.8M |
+$14.1M |
AAPL, MSFT, ULTA, SLB, SCHF
|
13F-HR |
2/10/2023, 10:32 AM |
Q3 2022 |
69 |
$240M |
+$21.8M |
-$631K |
+$21.1M |
AAPL, MSFT, AMZN, GOOG, ULTA
|
13F-HR |
11/8/2022, 01:55 PM |
Q2 2022 |
65 |
$239M |
+$32.7M |
-$11.2M |
+$21.5M |
MSFT, AAPL, GOOG, AMZN, SCHF
|
13F-HR |
8/9/2022, 10:49 AM |
Q1 2022 |
68 |
$300M |
+$50.5M |
-$23M |
+$27.5M |
AAPL, AMZN, MSFT, GOOG, CF
|
13F-HR |
5/11/2022, 10:31 AM |
Q4 2021 |
71 |
$326M |
+$40.7M |
-$8.21M |
+$32.5M |
MSFT, AAPL, AMZN, GOOG, META
|
13F-HR |
2/9/2022, 11:19 AM |
Q3 2021 |
72 |
$302M |
+$29M |
-$19.9M |
+$9.11M |
AMZN, MSFT, GOOG, AAPL, META
|
13F-HR |
11/9/2021, 02:59 PM |
Q2 2021 |
73 |
$288M |
+$26.7M |
-$26M |
+$682K |
AMZN, MSFT, AAPL, GOOG, META
|
13F-HR |
7/15/2021, 03:57 PM |
Q1 2021 |
71 |
$266M |
+$15.9M |
-$7.15M |
+$8.77M |
AMZN, MSFT, AAPL, GOOG, META
|
13F-HR |
4/23/2021, 11:37 AM |
Q4 2020 |
67 |
$253M |
+$10.5M |
-$8.49M |
+$2.01M |
AMZN, AAPL, MSFT, GOOG, PYPL
|
13F-HR |
2/24/2021, 09:12 AM |
Q3 2020 |
63 |
$227M |
+$18.7M |
-$7.75M |
+$10.9M |
AMZN, MSFT, AAPL, GOOG, PYPL
|
13F-HR |
10/23/2020, 08:36 AM |
Q2 2020 |
63 |
$204M |
+$11.5M |
-$7.74M |
+$3.78M |
AMZN, MSFT, AAPL, GOOG, PYPL
|
13F-HR |
8/4/2020, 10:42 AM |
Q1 2020 |
57 |
$155M |
+$15.5M |
-$11.6M |
+$3.84M |
AMZN, MSFT, AAPL, GOOG, VRTX
|
13F-HR |
5/5/2020, 09:54 AM |
Q4 2019 |
65 |
$183M |
+$14.9M |
-$9.31M |
+$5.62M |
MSFT, AAPL, AMZN, GOOG, SCHF
|
13F-HR |
1/31/2020, 09:20 AM |
Q3 2019 |
55 |
$160M |
+$15.8M |
-$7.85M |
+$7.94M |
MSFT, AAPL, AMZN, GOOG, SCHF
|
13F-HR |
10/21/2019, 09:40 AM |
Q2 2019 |
55 |
$156M |
+$21.2M |
-$4.36M |
+$16.8M |
MSFT, AMZN, GOOG, AAPL, META
|
13F-HR |
7/19/2019, 09:53 AM |
Q1 2019 |
52 |
$143M |
+$8.4M |
-$4.2M |
+$4.21M |
MSFT, GOOG, AAPL, AMZN, META
|
Restatement |
4/10/2019, 01:23 PM |
Q4 2018 |
50 |
$125M |
+$10.4M |
-$5.73M |
+$4.65M |
MSFT, GOOG, AAPL, AMZN, SCHF
|
13F-HR |
1/15/2019, 09:49 AM |
Q3 2018 |
55 |
$149M |
+$13M |
-$5.54M |
+$7.44M |
AAPL, MSFT, AMZN, GOOG, META
|
13F-HR |
10/12/2018, 01:51 PM |
Q2 2018 |
54 |
$136M |
+$13.8M |
-$15.8M |
-$1.96M |
AAPL, MSFT, AMZN, META, GOOG
|
Restatement |
8/7/2018, 10:52 AM |
Q1 2018 |
52 |
$130M |
+$15.8M |
-$8.75M |
+$7.01M |
AAPL, AMZN, GOOG, PYPL, MSFT
|
13F-HR |
4/20/2018, 09:40 AM |
Q4 2017 |
54 |
$120M |
|
|
|
GOOG, AAPL, AMZN, PYPL, META
|
13F-HR |
1/12/2018, 02:26 PM |