Q4 2024 |
137 |
$3.01B |
+$409M |
-$540M |
-$131M |
WDC, TCOM, JD, BMRN, SE
|
13F-HR |
2/14/2025, 01:35 PM |
Q3 2024 |
141 |
$3.12B |
+$776M |
-$229M |
+$547M |
WDC, JD, BMRN, CORZ, CHX
|
13F-HR |
11/14/2024, 11:59 AM |
Q2 2024 |
122 |
$2.49B |
+$483M |
-$406M |
+$77.1M |
SPY, WDC, BMRN, MFC, JD
|
13F-HR |
8/14/2024, 11:59 AM |
Q1 2024 |
134 |
$2.42B |
$0 |
$0 |
|
SPY, BMRN, WDC, MCHP, KRE
|
13F-HR |
5/15/2024, 11:58 AM |
Q4 2023 |
129 |
$2.59B |
$0 |
$0 |
|
BKNG, SPY, BMRN, MCHP, LUV
|
13F-HR |
2/14/2024, 12:00 PM |
Q3 2023 |
193 |
$2.22B |
|
|
|
BKNG, CPRI, AAPL, TLT, BMRN
|
13F-HR |
11/14/2023, 12:00 PM |
Q2 2023 |
141 |
$2.5B |
|
|
|
AMD, SPY, BKNG, XLE, SMH
|
13F-HR |
8/14/2023, 01:01 PM |
Q1 2023 |
145 |
$2.54B |
|
|
|
QQQ, GLD, BKNG, TLT, BMRN
|
13F-HR |
5/15/2023, 11:59 AM |
Q4 2022 |
169 |
$2.5B |
|
|
|
TLT, GLD, BMRN, TSLA, EMB
|
13F-HR |
2/14/2023, 10:59 AM |
Q3 2022 |
214 |
$2.5B |
+$477M |
-$118M |
+$359M |
SPY, AAPL, MSFT, XHB, ON
|
13F-HR |
11/14/2022, 10:59 AM |
Q2 2022 |
216 |
$2.38B |
+$324M |
-$210M |
+$114M |
FXI, IYR, BMRN, ON, SPY
|
13F-HR |
8/15/2022, 12:05 PM |
Q1 2022 |
219 |
$2.96B |
+$740M |
-$139M |
+$602M |
QQQ, JAZZ, ON, SPY, BMRN
|
13F-HR |
5/16/2022, 12:01 PM |
Q4 2021 |
210 |
$3.19B |
+$574M |
-$265M |
+$309M |
ON, JAZZ, XLV, MCHP, FXI
|
13F-HR |
2/14/2022, 07:48 AM |
Q3 2021 |
198 |
$3.28B |
+$621M |
-$531M |
+$90.1M |
SPY, CNMD, JAZZ, JBLU, EXPE
|
13F-HR |
11/15/2021, 11:58 AM |
Q2 2021 |
210 |
$3.23B |
+$986M |
-$406M |
+$579M |
CNMD, VIAV, BKNG, PLUG, EEFT
|
13F-HR |
8/16/2021, 02:28 PM |
Q1 2021 |
289 |
$2.53B |
+$262M |
-$1.29B |
-$1.03B |
CNMD, VIAV, ETSY, BKNG, MCHP
|
13F-HR |
5/17/2021, 03:07 PM |
Q4 2020 |
171 |
$3.8B |
+$667M |
-$159M |
+$508M |
IWM, VIAV, IWM, CNMD, PXD
|
13F-HR |
2/16/2021, 08:41 AM |
Q3 2020 |
108 |
$2.97B |
+$820M |
-$114M |
+$706M |
SPY, QQQ, VIAV, YY, QQQ
|
13F-HR |
11/16/2020, 11:00 AM |
Q2 2020 |
116 |
$2.73B |
+$619M |
-$459M |
+$160M |
FXI, VIAV, YY, VIAV, CNMD
|
13F-HR |
8/14/2020, 11:50 AM |
Q1 2020 |
124 |
$2.05B |
+$615M |
-$93.3M |
+$521M |
QQQ, ILMN, VIAV, QQQ, BKNG
|
13F-HR |
5/15/2020, 12:01 PM |
Q4 2019 |
110 |
$2.19B |
+$892M |
-$76.4M |
+$816M |
ILMN, VIAV, BKNG, DTP, IACXXXX
|
13F-HR |
2/14/2020, 11:02 AM |
Q3 2019 |
89 |
$1.47B |
+$460M |
-$70.5M |
+$390M |
ILMN, VIAV, NEEPRO, BKNG, SOLN
|
13F-HR |
11/14/2019, 11:00 AM |
Q2 2019 |
85 |
$1.14B |
+$399M |
-$86.9M |
+$312M |
ILMN, VIAV, TEAMXXXX, BKNG, WMGI
|
13F-HR |
8/14/2019, 02:42 PM |
Q1 2019 |
83 |
$1.15B |
+$486M |
-$60.5M |
+$425M |
ILMN, DHRPRA, VIAV, TEAMXXXX, WMGI
|
Restatement |
5/16/2019, 08:57 AM |
Q4 2018 |
91 |
$804M |
|
|
|
BMRN, VIAV, BKNG, RIG, TSRO
|
13F-HR |
2/14/2019, 01:58 PM |