Q4 2024 |
242 |
$3.55B |
+$313M |
-$7.75M |
+$305M |
AMZN, GOOGL, BKNG, FI, MSFT
|
13F-HR |
1/28/2025, 11:13 AM |
Q3 2024 |
259 |
$3.25B |
+$659M |
-$455M |
+$204M |
GOOGL, BKNG, FI, ELV, MSFT
|
13F-HR |
11/12/2024, 11:10 AM |
Q2 2024 |
256 |
$2.94B |
+$416M |
-$249M |
+$167M |
AMZN, GOOGL, ELV, MSFT, HDB
|
13F-HR |
8/7/2024, 11:05 AM |
Q1 2024 |
252 |
$2.74B |
+$454M |
-$332M |
+$122M |
AMZN, GOOGL, MSFT, ELV, BDX
|
13F-HR |
5/14/2024, 11:00 AM |
Q4 2023 |
236 |
$2.39B |
+$376M |
-$75.4M |
+$301M |
GOOGL, AMZN, MSFT, BDX, AMAT
|
13F-HR |
2/8/2024, 08:36 AM |
Q3 2023 |
231 |
$1.94B |
+$172M |
-$197M |
-$25.4M |
GOOGL, BDX, MSFT, MMC, AMAT
|
13F-HR |
10/11/2023, 10:51 AM |
Q2 2023 |
245 |
$2.13B |
+$231M |
-$275M |
-$43.7M |
BDX, GOOGL, MSFT, AMAT, HDB
|
13F-HR |
7/26/2023, 10:48 AM |
Q1 2023 |
230 |
$2.02B |
+$304M |
-$337M |
-$32.8M |
GOOGL, BDX, MSFT, AVTR, ORLY
|
13F-HR |
4/19/2023, 10:30 AM |
Q4 2022 |
193 |
$1.88B |
+$63.2M |
-$51.4M |
+$11.8M |
MSFT, GOOGL, ORLY, AVTR, COST
|
13F-HR |
1/27/2023, 10:23 AM |
Q3 2022 |
179 |
$1.77B |
+$343M |
-$223M |
+$120M |
MSFT, GOOGL, ORLY, COST, AVTR
|
13F-HR |
10/26/2022, 10:08 AM |
Q2 2022 |
183 |
$2.11B |
|
|
|
MSFT, GOOGL, AVTR, AMAT, COST
|
13F-HR |
7/29/2022, 10:22 AM |
Q1 2022 |
139 |
$2.12B |
|
|
|
MSFT, GOOGL, AMAT, COST, MCO
|
13F-HR |
4/27/2022, 11:36 AM |
Q4 2021 |
203 |
$2.8B |
+$864M |
-$343M |
+$522M |
MSFT, GOOGL, AMAT, AVTR, ADBE
|
13F-HR |
1/27/2022, 09:00 AM |
Q3 2021 |
207 |
$2.05B |
+$56.7M |
-$57.6M |
-$894K |
MSFT, GOOGL, AMAT, ADBE, EBAY
|
13F-HR |
11/4/2021, 12:55 PM |
Q2 2021 |
197 |
$2.09B |
+$54.4M |
-$53.8M |
+$590K |
MSFT, GOOGL, AMAT, ADBE, EBAY
|
13F-HR |
7/27/2021, 09:41 AM |
Q1 2021 |
212 |
$1.88B |
+$470M |
-$39.9M |
+$430M |
MSFT, GOOGL, AMAT, ADBE, EBAY
|
13F-HR |
5/7/2021, 09:52 AM |
Q4 2020 |
124 |
$1.33B |
+$107M |
-$100M |
+$6.09M |
MSFT, GOOGL, ADBE, EBAY, AMZN
|
13F-HR |
1/22/2021, 09:36 AM |
Q3 2020 |
131 |
$1.47B |
+$81.4M |
-$8.38M |
+$73M |
MSFT, ADBE, V, GOOGL, EBAY
|
13F-HR |
10/30/2020, 12:39 PM |
Q2 2020 |
138 |
$1.35B |
+$119M |
-$133M |
-$13.5M |
MSFT, V, ADBE, GOOGL, EBAY
|
13F-HR |
7/28/2020, 11:44 AM |
Q1 2020 |
144 |
$1.12B |
+$30.9M |
-$24.2M |
+$6.73M |
MSFT, V, ADBE, GOOGL, FI
|
13F-HR |
5/5/2020, 11:47 AM |
Q4 2019 |
164 |
$1.28B |
+$45.3M |
-$11.3M |
+$34M |
V, MSFT, ADBE, GOOGL, FI
|
13F-HR |
1/22/2020, 10:23 AM |
Q3 2019 |
168 |
$1.13B |
+$27.3M |
-$202M |
-$175M |
V, MSFT, ADBE, GOOGL, FI
|
13F-HR |
11/6/2019, 10:33 AM |
Q2 2019 |
173 |
$1.28B |
+$114M |
-$2.18M |
+$112M |
V, MSFT, ADBE, CELG, GOOGL
|
13F-HR |
8/1/2019, 10:13 AM |
Q1 2019 |
202 |
$1.17B |
|
|
|
V, MSFT, ADBE, GOOGL, CELG
|
13F-HR |
5/10/2019, 11:40 AM |
Q4 2018 |
14 |
$15.8M |
|
|
|
BIDU, TPR, DWDP, IXJ, ABBV
|
13F-HR |
1/28/2019, 10:24 AM |
Q3 2018 |
205 |
$1.23B |
+$285M |
-$273M |
+$12.2M |
V, ADBE, MSFT, GOOGL, JNJ
|
Restatement |
11/9/2018, 09:32 AM |
Q2 2018 |
191 |
$1.1B |
+$3.37M |
|
+$3.37M |
V, ADBE, INTC, LMT, GOOGL
|
13F-HR |
8/3/2018, 12:06 PM |
Q1 2018 |
216 |
$1.24B |
+$206M |
-$54.6M |
+$152M |
V, ADBE, INTC, LMT, GOOGL
|
13F-HR |
5/11/2018, 10:27 AM |
Q4 2017 |
208 |
$1.11B |
+$85M |
-$42.5M |
+$42.4M |
V, ADBE, GOOGL, META, INTC
|
13F-HR |
2/13/2018, 10:40 AM |
Q3 2017 |
201 |
$1.01B |
|
|
|
V, META, ADBE, GOOGL, CELG
|
New Holdings |
2/13/2018, 10:35 AM |
Q3 2017 |
201 |
$1.01B |
+$158M |
-$51.2M |
+$107M |
V, META, ADBE, GOOGL, CELG
|
13F-HR |
11/14/2017, 10:25 AM |
Q2 2017 |
208 |
$896M |
|
|
|
V, ADBE, META, GOOGL, SBUX
|
New Holdings |
2/13/2018, 10:31 AM |
Q2 2017 |
208 |
$896M |
+$33.1M |
-$120M |
-$87.1M |
V, ADBE, META, GOOGL, SBUX
|
13F-HR |
11/14/2017, 10:16 AM |
Q1 2017 |
206 |
$948M |
|
|
|
V, ADBE, META, GOOGL, TJX
|
New Holdings |
2/13/2018, 10:22 AM |
Q1 2017 |
206 |
$948M |
+$251M |
-$5.48M |
+$246M |
V, ADBE, META, GOOGL, TJX
|
13F-HR |
11/14/2017, 09:59 AM |
Q4 2016 |
135 |
$659M |
|
|
|
V, SBUX, ADBE, GOOGL, META
|
New Holdings |
2/13/2018, 09:31 AM |
Q4 2016 |
135 |
$659M |
|
|
|
V, SBUX, ADBE, GOOGL, META
|
13F-HR |
11/14/2017, 09:40 AM |