Q4 2024 |
61 |
$470M |
+$31.3M |
-$11.8M |
+$19.5M |
META, AMZN, MSFT, GOOG, PM
|
13F-HR |
2/3/2025, 11:12 AM |
Q3 2024 |
57 |
$411M |
+$28.2M |
-$1.86M |
+$26.3M |
MSFT, META, AMZN, PM, GOOG
|
13F-HR |
10/28/2024, 09:39 PM |
Q2 2024 |
52 |
$366M |
+$35.5M |
-$2.66M |
+$32.8M |
MSFT, AMZN, GOOG, META, PM
|
13F-HR |
7/18/2024, 04:47 PM |
Q1 2024 |
52 |
$317M |
+$25.2M |
-$4.12M |
+$21M |
MSFT, META, AMZN, GOOG, V
|
13F-HR |
4/18/2024, 02:52 PM |
Q4 2023 |
45 |
$281M |
+$9M |
-$2.19M |
+$6.81M |
MSFT, AMZN, META, GOOG, V
|
13F-HR |
1/17/2024, 10:47 AM |
Q3 2023 |
42 |
$248M |
+$12.5M |
-$11.9M |
+$663K |
MSFT, GOOG, AMZN, META, PM
|
13F-HR |
10/13/2023, 11:51 AM |
Q2 2023 |
44 |
$252M |
+$25.1M |
-$3.24M |
+$21.9M |
MSFT, AMZN, GOOG, V, PM
|
13F-HR |
7/17/2023, 12:17 PM |
Q1 2023 |
43 |
$216M |
+$14M |
-$6.43M |
+$7.53M |
MSFT, V, MA, PM, GOOG
|
13F-HR |
4/5/2023, 05:38 PM |
Q4 2022 |
40 |
$190M |
+$8.57M |
-$6.05M |
+$2.52M |
MSFT, PM, MA, V, GOOG
|
13F-HR |
1/17/2023, 01:56 PM |
Q3 2022 |
36 |
$179M |
+$23.5M |
-$24.9K |
+$23.5M |
MSFT, AMZN, GOOG, PM, V
|
13F-HR |
11/22/2022, 03:48 PM |
Q2 2022 |
37 |
$183M |
+$16M |
-$621K |
+$15.4M |
MSFT, GOOG, PM, V, MA
|
13F-HR |
7/29/2022, 02:51 PM |
Q1 2022 |
40 |
$221M |
+$22.9M |
-$9.69M |
+$13.2M |
MSFT, AMZN, GOOG, V, MA
|
13F-HR |
4/29/2022, 12:21 PM |
Q4 2021 |
38 |
$231M |
+$34.4M |
-$84.3K |
+$34.3M |
MSFT, AMZN, GOOG, META, ACN
|
13F-HR |
2/11/2022, 01:53 PM |
Q3 2021 |
35 |
$192M |
+$21.4M |
-$6.57M |
+$14.8M |
MSFT, GOOG, PM, AMZN, V
|
13F-HR |
11/8/2021, 12:12 PM |
Q2 2021 |
37 |
$176M |
+$19.4M |
-$9.29M |
+$10.1M |
MSFT, PM, GOOG, AMZN, V
|
13F-HR |
8/4/2021, 11:04 AM |
Q1 2021 |
36 |
$152M |
+$31.3M |
-$26.1M |
+$5.22M |
MSFT, PM, GOOG, V, ACN
|
13F-HR |
4/20/2021, 12:58 PM |
Q4 2020 |
36 |
$143M |
|
|
|
BRKB, MSFT, PM, MA, GOOG
|
13F-HR |
1/28/2021, 09:29 AM |