Q4 2024 |
80 |
$131M |
+$77.2M |
-$82.9M |
-$5.75M |
NVDA, TSM, GOOGL, ETN, SNPS
|
13F-HR |
2/7/2025, 01:45 PM |
Q3 2024 |
39 |
$133M |
+$74.5M |
-$64.8M |
+$9.73M |
GOOGL, ETN, FLS, XYL, TSM
|
13F-HR |
11/14/2024, 01:21 PM |
Q2 2024 |
42 |
$124M |
+$45.7M |
-$115M |
-$69.5M |
GOOGL, TSM, PDD, APTV, MSFT
|
13F-HR |
8/14/2024, 04:05 PM |
Q1 2024 |
47 |
$193M |
+$101M |
-$88.8M |
+$11.7M |
GOOGL, CB, MSFT, AVGO, TSM
|
13F-HR |
5/15/2024, 01:42 PM |
Q4 2023 |
40 |
$172M |
+$71.5M |
-$116M |
-$44.7M |
AMZN, BIDU, VIPS, MSFT, BEKE
|
13F-HR |
2/14/2024, 01:35 PM |
Q3 2023 |
67 |
$211M |
+$95.3M |
-$69.6M |
+$25.6M |
MSFT, GOOGL, SNPS, VIPS, CROX
|
13F-HR |
11/14/2023, 01:52 PM |
Q2 2023 |
64 |
$190M |
+$95.8M |
-$126M |
-$30.1M |
GOOGL, IBKR, V, CUBE, PM
|
13F-HR |
8/14/2023, 10:51 AM |
Q1 2023 |
43 |
$212M |
+$63.5M |
-$11.2M |
+$52.3M |
CDW, CROX, V, KOF, TTD
|
13F-HR |
5/15/2023, 01:52 PM |
Q4 2022 |
41 |
$190M |
+$78.3M |
-$13.7M |
+$64.6M |
EPAM, CDW, V, CROX, BBVA
|
13F-HR |
2/9/2023, 02:51 PM |
Q3 2022 |
46 |
$163M |
+$67.7M |
-$12.5M |
+$55.2M |
TTD, EPAM, CDW, RGA, CROX
|
Restatement |
11/14/2022, 03:00 PM |
Q2 2022 |
48 |
$161M |
+$55.8M |
-$25.5M |
+$30.3M |
MSFT, CDW, AMD, EPAM, AAPL
|
13F-HR |
8/15/2022, 10:47 AM |
Q1 2022 |
42 |
$199M |
+$120M |
-$2.34M |
+$118M |
MSFT, GOOGL, FNF, AMD, AAPL
|
13F-HR |
5/4/2022, 05:39 PM |
Q4 2021 |
34 |
$127M |
|
|
|
MSFT, LRCX, GOOGL, AAPL, KNX
|
13F-HR |
2/11/2022, 03:23 PM |