Q4 2024 |
123 |
$770M |
+$80.6M |
-$100M |
-$19.4M |
GOOGL, AMZN, AXS, WRB, V
|
13F-HR |
2/13/2025, 05:51 PM |
Q3 2024 |
125 |
$801M |
+$69.8M |
-$82.6M |
-$12.9M |
CPRI, GOOGL, AMZN, WRB, SHEL
|
13F-HR |
11/14/2024, 01:27 PM |
Q2 2024 |
127 |
$763M |
+$93.9M |
-$58.9M |
+$35M |
GOOGL, CPRI, SHEL, WRB, AMZN
|
13F-HR |
8/13/2024, 07:31 PM |
Q1 2024 |
123 |
$741M |
+$119M |
-$33.4M |
+$85.8M |
CPRI, GOOGL, WRB, SHEL, TKR
|
13F-HR |
5/14/2024, 05:59 PM |
Q4 2023 |
112 |
$602M |
+$88.9M |
-$113M |
-$24.4M |
CPRI, GOOGL, TKR, SHEL, CVS
|
13F-HR |
2/13/2024, 05:49 PM |
Q3 2023 |
116 |
$571M |
+$131M |
-$87.8M |
+$43.6M |
GOOGL, SHEL, AXS, CVS, TKR
|
13F-HR |
11/14/2023, 04:50 PM |
Q2 2023 |
108 |
$547M |
+$73.2M |
-$62.5M |
+$10.6M |
ATVI, BKI, SHEL, AXS, GOOGL
|
Restatement |
8/17/2023, 01:14 PM |
Q1 2023 |
100 |
$516M |
+$77.5M |
-$39.5M |
+$38M |
ATVI, AXS, SHEL, LMT, BKI
|
13F-HR |
5/12/2023, 01:16 PM |
Q4 2022 |
101 |
$483M |
+$65.9M |
-$32.9M |
+$33M |
BKI, CVS, ATVI, LMT, SHEL
|
13F-HR |
2/13/2023, 04:43 PM |
Q3 2022 |
99 |
$463M |
+$110M |
-$31.3M |
+$78.6M |
CVS, GOOGL, ATVI, BXMT, SHEL
|
13F-HR |
11/14/2022, 09:01 AM |
Q2 2022 |
109 |
$470M |
+$74.1M |
-$31.2M |
+$42.9M |
GOOGL, CVS, AXS, LMT, SHEL
|
13F-HR |
8/12/2022, 06:06 PM |
Q1 2022 |
102 |
$616M |
+$143M |
-$81.8M |
+$61.3M |
SPY, AMZN, GOOGL, CVS, MSFT
|
13F-HR |
5/13/2022, 07:02 PM |
Q4 2021 |
92 |
$624M |
+$183M |
-$45.3M |
+$138M |
SPY, AMZN, GOOGL, LMT, MSFT
|
13F-HR |
2/11/2022, 05:44 PM |
Q3 2021 |
85 |
$497M |
+$176M |
-$71.7M |
+$105M |
AMZN, DIS, MSFT, LMT, AJRD
|
13F-HR |
11/12/2021, 06:32 PM |
Q2 2021 |
51 |
$414M |
+$45.7M |
-$30.4M |
+$15.4M |
AMZN, DIS, MSFT, LMT, PARA
|
13F-HR |
8/13/2021, 06:38 PM |
Q1 2021 |
47 |
$378M |
+$43.4M |
-$37.3M |
+$6.13M |
AMZN, DIS, MSFT, PARA, GDX
|
13F-HR |
5/17/2021, 10:10 AM |
Q4 2020 |
42 |
$356M |
+$52.3M |
-$423K |
+$51.9M |
AMZN, DIS, GDXJ, GDX, MSFT
|
13F-HR |
2/12/2021, 05:46 PM |
Q3 2020 |
39 |
$293M |
+$57.4M |
-$5.2M |
+$52.2M |
AMZN, GDX, GDXJ, IMMU, MSFT
|
13F-HR |
11/13/2020, 05:12 PM |
Q2 2020 |
34 |
$232M |
+$61.8M |
-$286K |
+$61.6M |
AMZN, GDX, GDXJ, GOLD, DIS
|
13F-HR |
8/13/2020, 05:43 PM |
Q1 2020 |
34 |
$190M |
+$114M |
-$29.5M |
+$84.5M |
TIF, AMZN, AGN, GDXJ, GOLD
|
13F-HR |
5/14/2020, 06:16 PM |
Q4 2019 |
51 |
$246M |
+$53.4M |
-$2.66M |
+$50.7M |
HSY, AGN, GOOGL, GDXJ, FOX
|
13F-HR |
2/13/2020, 06:01 PM |
Q3 2019 |
48 |
$226M |
+$26.9M |
-$20M |
+$6.85M |
CELG, HSY, ONCE, GDXJ, K
|
13F-HR |
11/13/2019, 06:01 PM |
Q2 2019 |
54 |
$254M |
+$62.6M |
-$10.8M |
+$51.9M |
CELG, RHT, ONCE, HSY, MO
|
13F-HR |
8/13/2019, 06:49 PM |
Q1 2019 |
68 |
$291M |
+$160M |
-$14.4M |
+$146M |
BMY, CELG, MO, HSY, RHT
|
13F-HR |
5/14/2019, 06:08 PM |
Q4 2018 |
69 |
$318M |
+$213M |
-$12.6M |
+$200M |
SPY, FOX, TSRO, QCOM, HSY
|
13F-HR |
2/14/2019, 10:33 AM |
Q3 2018 |
84 |
$357M |
+$184M |
-$22.1M |
+$162M |
AET, ESRX, FOX, QCOM, SHPG
|
13F-HR |
11/13/2018, 05:47 PM |
Q2 2018 |
95 |
$302M |
+$140M |
-$9.03M |
+$131M |
GGP, AABA, DPS, GDX, AHL
|
13F-HR |
8/13/2018, 06:12 PM |
Q1 2018 |
71 |
$204M |
+$92.9M |
-$10.3M |
+$82.6M |
TBT, AABA, GDX, MON, RL
|
13F-HR |
5/14/2018, 06:14 PM |
Q4 2017 |
84 |
$232M |
|
|
|
AABA, MON, BA, MO, QQQXXXX
|
13F-HR |
2/12/2018, 02:48 PM |