Q4 2024 |
73 |
$615M |
+$133M |
-$44.1M |
+$89M |
MSFT, NVDA, WDAY, NOW, ACN
|
13F-HR |
1/29/2025, 09:01 AM |
Q3 2024 |
70 |
$586M |
+$146M |
-$117M |
+$29.4M |
NVDA, MSFT, NOW, SW, AVGO
|
13F-HR |
11/6/2024, 10:05 AM |
Q2 2024 |
68 |
$558M |
+$197M |
-$62M |
+$135M |
MSFT, NVDA, LLY, NOW, AMD
|
13F-HR |
8/28/2024, 11:41 AM |
Q1 2024 |
66 |
$447M |
+$77.9M |
-$157M |
-$79.3M |
MSFT, NVDA, NOW, AMD, INTU
|
13F-HR |
4/29/2024, 08:28 AM |
Q4 2023 |
79 |
$459M |
+$96.3M |
-$88M |
+$8.37M |
MSFT, AMD, NVDA, STLA, CRM
|
13F-HR |
2/2/2024, 08:49 AM |
Q3 2023 |
77 |
$386M |
+$43.2M |
-$51.1M |
-$7.88M |
MSFT, NVDA, STLA, QGEN, ALC
|
13F-HR |
10/27/2023, 12:17 PM |
Q2 2023 |
78 |
$423M |
+$82.2M |
-$41.4M |
+$40.8M |
MSFT, NVDA, CRM, NOW, QGEN
|
13F-HR |
7/20/2023, 10:10 AM |
Q1 2023 |
84 |
$348M |
+$103M |
-$65.6M |
+$37.5M |
MSFT, QGEN, CRM, STLA, NOW
|
13F-HR |
4/7/2023, 06:18 AM |
Q4 2022 |
98 |
$361M |
+$58.6M |
-$33.9M |
+$24.7M |
STLA, QGEN, MSFT, MA, RACE
|
13F-HR |
1/5/2023, 05:20 AM |
Q3 2022 |
111 |
$353M |
+$72.1M |
-$71.1M |
+$1.03M |
STLA, QGEN, MSFT, MA, EURN
|
13F-HR |
11/7/2022, 10:18 AM |
Q2 2022 |
113 |
$426M |
+$82.3M |
-$85.5M |
-$3.16M |
STLA, QGEN, MSFT, ETWO, MA
|
13F-HR |
7/19/2022, 09:11 AM |
Q1 2022 |
118 |
$573M |
+$68.5M |
-$46.1M |
+$22.4M |
QGEN, MSFT, CRM, ETWO, STLA
|
13F-HR |
5/12/2022, 08:47 AM |
Q4 2021 |
117 |
$647M |
+$115M |
-$77.6M |
+$37.2M |
QGEN, MSFT, ETWO, CRM, ALIT
|
13F-HR |
1/14/2022, 10:21 AM |
Q3 2021 |
102 |
$683M |
+$111M |
-$143M |
-$32.2M |
QGEN, ETWO, MSFT, CRM, PYPL
|
13F-HR |
11/4/2021, 10:43 AM |
Q2 2021 |
105 |
$722M |
+$275M |
-$108M |
+$168M |
QGEN, ETWO, MSFT, PYPL, CRM
|
13F-HR |
11/4/2021, 10:40 AM |
Q1 2021 |
90 |
$516M |
+$186M |
-$147M |
+$39.3M |
MSFT, NOMD, PYPL, QGEN, MA
|
13F-HR |
5/14/2021, 08:26 AM |
Q4 2020 |
69 |
$430M |
+$138M |
-$42.2M |
+$96.2M |
MSFT, PYPL, NOMD, CRM, APG
|
13F-HR |
2/9/2021, 08:36 AM |
Q3 2020 |
59 |
$343M |
+$146M |
-$50.9M |
+$95.3M |
MSFT, APG, PYPL, CRM, NOMD
|
13F-HR |
10/8/2020, 09:37 AM |
Q2 2020 |
35 |
$224M |
+$30.4M |
-$39.2M |
-$8.84M |
NOMD, MSFT, QGEN, CRM, PYPL
|
13F-HR |
8/5/2020, 10:40 AM |
Q1 2020 |
38 |
$209M |
+$67.7M |
-$20M |
+$47.7M |
NOMD, QGEN, MSFT, DIS, CRM
|
13F-HR |
4/29/2020, 06:55 AM |
Q4 2019 |
31 |
$209M |
+$57M |
-$33.1M |
+$23.9M |
QGEN, DIS, NOMD, CRM, MSFT
|
13F-HR |
2/14/2020, 08:54 AM |
Q3 2019 |
37 |
$188M |
+$46.6M |
-$17.3M |
+$29.4M |
QGEN, DIS, CRM, INXN, TMO
|
13F-HR |
10/21/2019, 10:23 AM |
Q2 2019 |
32 |
$172M |
+$63.9M |
-$81.5M |
-$17.6M |
QGEN, DIS, NEBU, CRM, INXN
|
13F-HR |
7/29/2019, 10:03 AM |
Q1 2019 |
35 |
$205M |
|
|
|
QGEN, NEBU, NOMD, INXN, MA
|
13F-HR |
4/24/2019, 09:48 AM |
Q4 2018 |
23 |
$174M |
|
|
|
QGEN, NEBU, NOMD, INXN, PK
|
13F-HR |
2/15/2019, 08:22 AM |