Q4 2024 |
42 |
$743M |
+$230M |
-$539M |
-$308M |
ANSS, X, HES, CYTK, JNPR
|
13F-HR |
2/14/2025, 01:46 PM |
Q3 2024 |
46 |
$1.02B |
+$214M |
-$280M |
-$66.3M |
CPRI, ANSS, RCM, ACI, CYTK
|
13F-HR |
11/14/2024, 12:51 PM |
Q2 2024 |
49 |
$1.06B |
+$311M |
-$510M |
-$199M |
CYTK, CPRI, ACI, X, ANSS
|
13F-HR |
8/14/2024, 11:20 AM |
Q1 2024 |
45 |
$1.34B |
+$474M |
-$444M |
+$30.1M |
PXD, ACI, CPRI, X, CYTK
|
13F-HR |
5/15/2024, 12:03 PM |
Q4 2023 |
36 |
$1.24B |
+$614M |
-$849M |
-$236M |
PXD, SPLK, HES, CPRI, X
|
13F-HR |
2/14/2024, 03:09 PM |
Q3 2023 |
47 |
$1.4B |
+$412M |
-$329M |
+$83.2M |
ATVI, VMW, HZNP, SGEN, CPRI
|
13F-HR |
11/14/2023, 08:19 AM |
Q2 2023 |
48 |
$1.29B |
+$510M |
-$486M |
+$24.7M |
RSP, VMW, ATVI, HZNP, SGEN
|
13F-HR |
8/14/2023, 09:25 AM |
Q1 2023 |
32 |
$1.13B |
+$565M |
-$92.2M |
+$473M |
HZNP, VMW, ATVI, NVDA, SIMO
|
13F-HR |
5/15/2023, 09:08 AM |
Q4 2022 |
40 |
$1.18B |
+$595M |
-$24.6M |
+$571M |
ATVI, HZNP, TGNA, WSC, SJI
|
13F-HR |
2/14/2023, 11:15 AM |
Q3 2022 |
63 |
$1.31B |
+$630M |
-$73.1M |
+$557M |
ATVI, TWTR, TGNA, WSC, SWCH
|
13F-HR |
11/14/2022, 08:56 AM |
Q2 2022 |
63 |
$1.29B |
+$737M |
-$216M |
+$521M |
QQQ, SPY, TWTR, WBT, WSC
|
13F-HR |
8/15/2022, 10:24 AM |
Q1 2022 |
68 |
$1.5B |
+$755M |
-$253M |
+$501M |
COHR, EPAM, WTW, HTZ, AMZN
|
13F-HR |
5/16/2022, 12:04 PM |
Q4 2021 |
82 |
$1.97B |
+$583M |
-$400M |
+$182M |
XLNX, WTW, AMD, HTZ, NUAN
|
13F-HR |
2/14/2022, 02:25 PM |
Q3 2021 |
93 |
$1.97B |
+$563M |
-$789M |
-$225M |
WTW, INFO, NUAN, XLNX, AJRD
|
13F-HR |
11/15/2021, 04:19 PM |
Q2 2021 |
107 |
$2.23B |
+$986M |
-$764M |
+$222M |
WTW, WORK, ALXN, NUAN, MXIM
|
13F-HR |
8/16/2021, 04:44 PM |
Q1 2021 |
144 |
$1.9B |
+$1.04B |
-$525M |
+$515M |
ALXN, WORK, IPHI, AVYAQ, RP
|
Restatement |
6/21/2021, 09:40 AM |
Q4 2020 |
107 |
$1.33B |
+$666M |
-$106M |
+$560M |
ACIA, TIF, WORK, ALXN, AVYAQ
|
13F-HR |
2/16/2021, 03:38 PM |
Q3 2020 |
63 |
$900M |
+$384M |
-$19.8M |
+$364M |
ACIA, IMMU, TIF, WMGI, AVYAQ
|
13F-HR |
11/16/2020, 12:46 PM |
Q2 2020 |
47 |
$808M |
+$312M |
-$22.2M |
+$289M |
LOGM, ACIA, TIF, WMGI, ETFC
|
13F-HR |
8/14/2020, 10:37 AM |
Q1 2020 |
39 |
$1.01B |
+$429M |
-$170M |
+$259M |
AGN, CY, TIF, MLNX, LOGM
|
13F-HR |
5/15/2020, 01:41 PM |
Q4 2019 |
40 |
$1.19B |
+$523M |
-$102M |
+$421M |
AGN, NXPI, CY, ZAYO, IACXXXX
|
Restatement |
2/14/2020, 01:49 PM |
Q3 2019 |
27 |
$1.1B |
+$327M |
-$78.9M |
+$248M |
CELG, NXPI, AGN, CY, ZAYO
|
13F-HR |
11/14/2019, 11:40 AM |
Q2 2019 |
30 |
$1.45B |
+$812M |
-$29.2M |
+$782M |
CELG, RHT, NXPI, APC, WBC
|
13F-HR |
8/14/2019, 08:14 AM |
Q1 2019 |
32 |
$1.08B |
+$674M |
-$77.7M |
+$596M |
CELG, NXPI, DIS, RHT, ULTI
|
13F-HR |
5/15/2019, 12:17 PM |
Q4 2018 |
21 |
$855M |
+$536M |
-$13M |
+$523M |
NXPI, IWM, FOXA, QIWI, CTRA
|
13F-HR |
2/14/2019, 03:04 PM |
Q3 2018 |
24 |
$1.07B |
+$348M |
-$112M |
+$235M |
NXPI, T, COL, AET, EVHC
|
13F-HR |
11/14/2018, 08:10 AM |
Q2 2018 |
26 |
$1.17B |
+$672M |
-$20.9M |
+$651M |
NXPI, T, XL, AET, DVMT
|
13F-HR |
8/14/2018, 08:53 AM |
Q1 2018 |
16 |
$832M |
+$369M |
-$23.9M |
+$345M |
NXPI, MON, TWX, QIWI, QCOM
|
13F-HR |
5/11/2018, 04:29 PM |
Q4 2017 |
15 |
$618M |
|
|
|
TWX, NXPI, MON, QIWI, QCOM
|
Restatement |
3/1/2018, 07:56 AM |