| Q4 2024 |
654 |
$555M |
+$383M |
-$378M |
+$4.98M |
UPS, MDLZ, AMZN, AVGO, AMAT
|
13F-HR |
2/14/2025, 04:13 PM |
| Q3 2024 |
670 |
$548M |
+$370M |
-$405M |
-$34.5M |
GWRE, ORCL, META, C, HWM
|
13F-HR |
11/14/2024, 04:07 PM |
| Q2 2024 |
715 |
$564M |
+$359M |
-$362M |
-$3.36M |
AVGO, PINS, MSI, MSFT, AAPL
|
13F-HR |
8/14/2024, 04:20 PM |
| Q1 2024 |
693 |
$569M |
+$360M |
-$547M |
-$186M |
USB, MMC, ECL, MU, STX
|
13F-HR |
5/15/2024, 04:06 PM |
| Q4 2023 |
743 |
$735M |
+$479M |
-$554M |
-$75.1M |
LMT, ECL, BFB, LYV, STLA
|
13F-HR |
2/14/2024, 04:07 PM |
| Q3 2023 |
1,404 |
$772M |
+$443M |
-$596M |
-$153M |
MPWR, TSLA, DOW, FND, HUN
|
13F-HR |
11/14/2023, 04:15 PM |
| Q2 2023 |
1,380 |
$964M |
+$632M |
-$787M |
-$155M |
MRVL, NEE, DELL, UPS, TER
|
13F-HR |
8/14/2023, 05:29 PM |
| Q1 2023 |
873 |
$1.1B |
+$747M |
-$141M |
+$605M |
SHW, EMR, MET, AI, ADP
|
13F-HR |
5/15/2023, 04:13 PM |
| Q4 2022 |
915 |
$858M |
+$495M |
-$280M |
+$215M |
MOS, ULTA, MRVL, LHX, TSN
|
13F-HR |
2/14/2023, 03:37 PM |
| Q3 2022 |
1,131 |
$1.28B |
+$746M |
-$256M |
+$490M |
DDOG, AKAM, SPOT, ICE, EW
|
13F-HR |
11/14/2022, 03:32 PM |
| Q2 2022 |
1,098 |
$1.22B |
+$712M |
-$145M |
+$567M |
ADM, BRKB, AMAT, DIS, EBAY
|
13F-HR |
8/15/2022, 05:14 PM |
| Q1 2022 |
1,103 |
$1.19B |
+$630M |
-$208M |
+$421M |
PTEN, NVDA, MMM, PSTG, TWLO
|
13F-HR |
5/16/2022, 04:21 PM |
| Q4 2021 |
1,037 |
$1.13B |
+$616M |
-$135M |
+$481M |
HON, CHGG, IP, LMT, APH
|
13F-HR |
2/14/2022, 03:23 PM |
| Q3 2021 |
984 |
$835M |
+$478M |
-$287M |
+$191M |
ABNB, GOOG, ALC, ZIM, GIS
|
13F-HR |
11/15/2021, 04:24 PM |
| Q2 2021 |
850 |
$654M |
+$423M |
-$249M |
+$175M |
TPR, CLX, TXT, GIS, UPST
|
13F-HR |
8/16/2021, 04:42 PM |
| Q1 2021 |
721 |
$457M |
+$304M |
-$185M |
+$119M |
SNAP, NVDA, XLNX, TTCFQ, QCOM
|
13F-HR |
5/14/2021, 02:20 PM |
| Q4 2020 |
629 |
$319M |
|
|
|
QCOM, JKHY, DHR, NARI, AKAM
|
13F-HR |
2/16/2021, 10:21 AM |