| Q4 2024 |
57 |
$138M |
+$34.7M |
-$69.5M |
-$34.8M |
EDR, X, K, JNPR, HCP
|
13F-HR |
2/18/2025, 11:44 AM |
| Q3 2024 |
66 |
$167M |
+$68.3M |
-$58.3M |
+$9.98M |
EDR, SIRI, X, RCM, ACI
|
13F-HR |
11/7/2024, 11:54 AM |
| Q2 2024 |
76 |
$155M |
+$65.5M |
-$49.4M |
+$16M |
EDR, LSXMA, X, AGR, ACI
|
13F-HR |
8/7/2024, 07:39 PM |
| Q1 2024 |
68 |
$146M |
+$90.3M |
-$46.2M |
+$44.1M |
EVBG, X, EDR, LSXMA, PXD
|
13F-HR |
5/8/2024, 10:20 AM |
| Q4 2023 |
76 |
$102M |
+$54.3M |
-$151M |
-$96.3M |
EDR, ACI, PGTI, SPLK, WSC
|
13F-HR |
2/6/2024, 05:26 PM |
| Q3 2023 |
108 |
$196M |
+$97.2M |
-$36.3M |
+$60.9M |
ATVI, HZNP, SGEN, PNM, ACI
|
13F-HR |
11/7/2023, 08:33 PM |
| Q2 2023 |
65 |
$131M |
+$74.4M |
-$8.83M |
+$65.5M |
HZNP, SGEN, ATVI, ACI, NATI
|
13F-HR |
8/11/2023, 04:40 PM |
| Q1 2023 |
72 |
$115M |
+$67.1M |
-$6.09M |
+$61M |
NATI, SJR, TA, PNM, HZNP
|
13F-HR |
5/12/2023, 04:17 PM |
| Q4 2022 |
76 |
$97M |
+$36.4M |
-$3.63M |
+$32.8M |
FHN, AJRD, PNM, ATVI, ROG
|
13F-HR |
2/9/2023, 09:46 AM |
| Q3 2022 |
86 |
$139M |
+$59.7M |
-$2.82M |
+$56.9M |
CHNG, TWTR, Y, FHN, SJR
|
13F-HR |
11/7/2022, 08:12 PM |
| Q2 2022 |
90 |
$129M |
+$48.4M |
-$4.38M |
+$44M |
CHNG, FHN, MNDT, SJR, VG
|
13F-HR |
8/8/2022, 04:38 PM |
| Q1 2022 |
138 |
$166M |
+$107M |
-$13.1M |
+$93.6M |
CERN, ISBC, FHN, PBCT, ATVI
|
13F-HR |
5/4/2022, 09:36 PM |
| Q4 2021 |
122 |
$148M |
+$46.7M |
-$17.6M |
+$29.1M |
INFO, NUAN, XLNX, CERN, FLOW
|
13F-HR |
2/4/2022, 06:01 PM |
| Q3 2021 |
137 |
$167M |
+$73.7M |
-$104M |
-$30.4M |
INFO, NUAN, MNR, SCPL, HRC
|
13F-HR |
11/8/2021, 08:42 PM |
| Q2 2021 |
136 |
$200M |
+$98.4M |
-$85.7M |
+$12.8M |
KSU, INFO, WORK, WTW, ALXN
|
13F-HR |
7/19/2021, 07:24 PM |
| Q1 2021 |
135 |
$182M |
+$113M |
-$58.9M |
+$53.7M |
WORK, CLGX, AEGN, CUB, MXIM
|
13F-HR |
5/5/2021, 08:36 PM |
| Q4 2020 |
55 |
$125M |
|
|
|
CLGX, WORK, WTW, MXIM, VAR
|
13F-HR |
2/10/2021, 08:09 PM |