Q4 2024 |
466 |
$1.67B |
+$738M |
-$708M |
+$30.2M |
MSFT, BRKB, AMZN, BKNG, GOOGL
|
13F-HR |
2/13/2025, 12:13 PM |
Q3 2024 |
441 |
$1.63B |
+$721M |
-$793M |
-$72.8M |
GOOGL, MSFT, AMZN, COST, BRKB
|
13F-HR |
11/14/2024, 04:01 PM |
Q2 2024 |
388 |
$1.61B |
+$674M |
-$475M |
+$199M |
AMZN, EQX, TDW, NTR, GOOGL
|
13F-HR |
8/12/2024, 10:29 AM |
Q1 2024 |
372 |
$1.45B |
+$854M |
-$266M |
+$587M |
GOOGL, AMZN, SBUX, NTR, IAS
|
13F-HR |
5/10/2024, 04:30 PM |
Q4 2023 |
377 |
$818M |
+$304M |
-$386M |
-$82.5M |
AMZN, T, CVS, GOOGL, HLIT
|
13F-HR |
2/13/2024, 04:37 PM |
Q3 2023 |
520 |
$799M |
+$297M |
-$261M |
+$36.4M |
AMZN, GOOGL, VZ, HLIT, AMT
|
13F-HR |
11/13/2023, 09:30 AM |
Q2 2023 |
509 |
$800M |
+$316M |
-$267M |
+$49.8M |
DG, NEWR, AMT, GOOGL, V
|
13F-HR |
8/14/2023, 08:31 AM |
Q1 2023 |
380 |
$707M |
+$289M |
-$139M |
+$149M |
AMZN, GOOGL, AMT, RCM, HLIT
|
13F-HR |
5/15/2023, 06:21 AM |
Q4 2022 |
370 |
$607M |
+$237M |
-$105M |
+$132M |
GOOGL, META, NFLX, HLIT, BX
|
13F-HR |
2/13/2023, 05:28 AM |
Q3 2022 |
387 |
$518M |
+$195M |
-$58.4M |
+$137M |
GOOGL, V, BNS, AMT, FIS
|
13F-HR |
11/14/2022, 07:27 AM |
Q2 2022 |
378 |
$467M |
+$279M |
-$7.49M |
+$272M |
AMZN, GOOGL, AMT, MSFT, FIS
|
13F-HR |
8/15/2022, 08:13 AM |
Q1 2022 |
338 |
$281M |
+$161M |
-$14.3M |
+$147M |
AMT, GOOGL, ADBE, FIS, MSFT
|
13F-HR |
5/16/2022, 10:01 AM |
Q4 2021 |
277 |
$169M |
|
|
|
ATUS, GOOGL, AMZN, FI, V
|
13F-HR |
2/11/2022, 03:01 PM |