Q4 2024 |
80 |
$198M |
+$33.5M |
-$28.1M |
+$5.42M |
MU, ARGX, GOOG, ITCI, AMZN
|
13F-HR |
2/11/2025, 10:57 AM |
Q3 2024 |
81 |
$194M |
+$14.5M |
-$18M |
-$3.46M |
MU, GOOG, ARGX, REGN, ITCI
|
13F-HR |
11/12/2024, 06:44 PM |
Q2 2024 |
84 |
$191M |
+$24.4M |
-$4.2M |
+$20.2M |
MU, GOOG, REGN, ARGX, ITCI
|
13F-HR |
8/12/2024, 04:05 PM |
Q1 2024 |
72 |
$166M |
+$10.7M |
-$5.24M |
+$5.49M |
MU, GOOG, REGN, ARGX, AMD
|
13F-HR |
5/15/2024, 10:02 AM |
Q4 2023 |
82 |
$184M |
+$8.45M |
-$16.2M |
-$7.76M |
MU, REGN, GOOG, ARGX, ITCI
|
13F-HR |
2/13/2024, 04:58 PM |
Q3 2023 |
105 |
$184M |
+$43.7M |
-$45.8M |
-$2.09M |
QQQ, MU, ARGX, GOOG, REGN
|
13F-HR |
11/13/2023, 10:59 AM |
Q2 2023 |
89 |
$189M |
+$32.5M |
-$6.6M |
+$25.9M |
SPY, MU, ARGX, GOOG, REGN
|
13F-HR |
8/9/2023, 02:27 PM |
Q1 2023 |
67 |
$163M |
+$28.6M |
-$7.19M |
+$21.4M |
SPY, ABBV, ARGX, MU, REGN
|
13F-HR |
5/15/2023, 10:29 AM |
Q4 2022 |
67 |
$148M |
+$19.9M |
-$15.5M |
+$4.39M |
SPY, ABBV, ARGX, ITCI, BAC
|
13F-HR |
2/13/2023, 02:59 PM |
Q3 2022 |
72 |
$155M |
+$37.8M |
-$12.1M |
+$25.7M |
ABBV, ARGX, MU, ITCI, GOOG
|
13F-HR |
11/14/2022, 10:57 AM |
Q2 2022 |
75 |
$168M |
+$22.1M |
-$31.8M |
-$9.71M |
ITCI, ABBV, MU, QQQ, ARGX
|
13F-HR |
8/11/2022, 03:43 PM |
Q1 2022 |
68 |
$228M |
+$57.2M |
-$18.2M |
+$39M |
QQQ, ITCI, ABBV, MU, GOOG
|
13F-HR |
5/13/2022, 02:24 PM |
Q4 2021 |
73 |
$247M |
+$59.4M |
-$9.14M |
+$50.3M |
VOO, ITCI, MU, QQQ, ABBV
|
13F-HR |
2/10/2022, 01:36 PM |
Q3 2021 |
72 |
$184M |
+$16M |
-$25.2M |
-$9.25M |
ITCI, MU, GOOG, REGN, ABBV
|
13F-HR |
11/15/2021, 11:11 AM |
Q2 2021 |
77 |
$199M |
+$20.8M |
-$31.9M |
-$11.1M |
GOOG, ITCI, MU, ABBV, REGN
|
13F-HR |
8/13/2021, 12:11 PM |
Q1 2021 |
81 |
$197M |
+$24.1M |
-$22.7M |
+$1.4M |
ITCI, MU, GOOG, ABBV, XNCR
|
13F-HR |
5/12/2021, 03:30 PM |
Q4 2020 |
91 |
$242M |
+$72.1M |
-$10.8M |
+$61.3M |
ITCI, MU, GOOG, GLD, XNCR
|
13F-HR |
2/12/2021, 04:13 PM |
Q3 2020 |
86 |
$195M |
+$30.2M |
-$16.7M |
+$13.5M |
GLD, GOOG, ITCI, XNCR, MU
|
13F-HR |
11/13/2020, 02:42 PM |
Q2 2020 |
70 |
$179M |
+$43.2M |
-$7.71M |
+$35.5M |
GLD, ITCI, GOOG, MU, REGN
|
13F-HR |
8/13/2020, 03:10 PM |
Q1 2020 |
67 |
$153M |
+$59.1M |
-$3.5M |
+$55.6M |
SPY, GLD, GOOG, MU, ITCI
|
13F-HR |
5/12/2020, 11:53 AM |
Q4 2019 |
69 |
$158M |
|
|
|
ITCI, GLD, MU, GOOG, C
|
13F-HR |
2/12/2020, 11:59 AM |