Q2 2025 |
47 |
$239M |
+$99.9M |
-$47.9M |
+$51.9M |
NVDA, NFLX, GS, META, HOOD
|
13F-HR |
7/24/2025, 03:38 PM |
Q1 2025 |
29 |
$155M |
+$92.9M |
-$143M |
-$50M |
GLD, NVDA, PLTR, GS, TMUS
|
13F-HR |
4/9/2025, 12:02 PM |
Q4 2024 |
37 |
$203M |
+$89.1M |
-$131M |
-$42M |
NVDA, ANET, META, PLTR, SPOT
|
13F-HR |
1/13/2025, 03:57 PM |
Q3 2024 |
40 |
$236M |
+$43.9M |
-$42.6M |
+$1.22M |
LLY, NVDA, META, NVO, MSFT
|
13F-HR |
10/8/2024, 02:50 PM |
Q2 2024 |
39 |
$233M |
+$80.5M |
-$55.8M |
+$24.7M |
LLY, NVO, NVDA, MSFT, ASML
|
13F-HR |
7/11/2024, 02:51 PM |
Q1 2024 |
41 |
$215M |
+$68.5M |
-$58.5M |
+$9.96M |
NVDA, LLY, MSFT, QSR, NVO
|
13F-HR |
4/10/2024, 04:22 PM |
Q4 2023 |
47 |
$175M |
+$39.1M |
-$33.4M |
+$5.77M |
LLY, NVDA, MSFT, QSR, NVO
|
13F-HR |
1/5/2024, 04:32 PM |
Q3 2023 |
49 |
$147M |
+$29.3M |
-$18.7M |
+$10.6M |
NVDA, MSFT, AMD, ASML, QSR
|
13F-HR |
10/10/2023, 02:43 PM |
Q2 2023 |
42 |
$151M |
+$32.2M |
-$5.56M |
+$26.6M |
NVDA, AAPL, MSFT, AVGO, QSR
|
13F-HR |
7/10/2023, 03:33 PM |
Q1 2023 |
43 |
$135M |
+$119M |
-$1.34M |
+$117M |
AAPL, NVDA, MSFT, ASML, DIS
|
13F-HR |
4/11/2023, 05:31 PM |
Q4 2022 |
26 |
$54.8M |
+$47.6M |
-$827K |
+$46.7M |
CB, MRK, LLY, PSQ, PGR
|
13F-HR |
2/13/2023, 11:26 AM |
Q3 2022 |
20 |
$71M |
+$35.3M |
-$15M |
+$20.3M |
SH, DXD, PSQ, VLO, EQNR
|
13F-HR |
10/11/2022, 02:40 PM |
Q2 2022 |
41 |
$117M |
$0 |
$0 |
|
SDS, DRIP, DXD, DVN, EQNR
|
13F-HR |
7/22/2022, 01:39 PM |
Q3 2021 |
|
|
|
|
|
|
13F-NT |
3/11/2022, 01:51 PM |
Q2 2021 |
|
|
|
|
|
|
13F-NT |
3/11/2022, 01:51 PM |
Q1 2021 |
42 |
$136M |
+$108M |
-$126M |
-$18M |
ASML, DE, MSFT, DOW, CTVA
|
13F-HR |
5/4/2021, 10:16 AM |
Q4 2020 |
47 |
$153M |
+$55.1M |
-$1.68M |
+$53.4M |
AMD, NOW, QCOM, JD, ASML
|
13F-HR |
2/16/2021, 07:07 AM |
Q3 2020 |
44 |
$115M |
+$25.7M |
-$11.8M |
+$13.9M |
AMD, JD, NOW, QCOM, AMZN
|
13F-HR |
11/12/2020, 11:24 AM |
Q2 2020 |
51 |
$124M |
+$52M |
-$106M |
-$53.6M |
AMD, AAPL, NOW, AMZN, JD
|
13F-HR |
8/10/2020, 01:13 PM |
Q1 2020 |
31 |
$59.8M |
+$27.7M |
-$14.5M |
+$13.2M |
AMD, SHOP, AAPL, MSFT, NFLX
|
13F-HR |
5/12/2020, 01:29 PM |
Q4 2019 |
44 |
$90.7M |
+$11.5M |
-$3.45M |
+$8.07M |
AMD, NOW, MA, V, EW
|
13F-HR |
1/31/2020, 10:59 AM |
Q3 2019 |
54 |
$101M |
+$19.9M |
-$3.25M |
+$16.7M |
MA, NOW, PYPL, EW, CMG
|
13F-HR |
11/14/2019, 12:51 PM |
Q2 2019 |
57 |
$114M |
+$20.3M |
-$6.69M |
+$13.6M |
PYPL, NOW, MA, SHOP, V
|
13F-HR |
11/14/2019, 12:50 PM |
Q1 2019 |
60 |
$115M |
+$102M |
|
+$102M |
PYPL, NOW, SQ, MA, ULTA
|
13F-HR |
11/14/2019, 12:48 PM |
Q4 2018 |
12 |
$23M |
|
|
|
SH, DOG, WDAY, NOW, EW
|
13F-HR |
11/14/2019, 12:47 PM |