Q2 2025 |
23 |
$142M |
+$6.71M |
-$6.68M |
+$30.7K |
MA, AAPL, CDNS, MSFT, PWR
|
13F-HR |
8/6/2025, 10:39 AM |
Q1 2025 |
26 |
$129M |
+$3.49M |
-$7.48M |
-$3.98M |
MA, AAPL, CDNS, MSFT, V
|
13F-HR |
5/5/2025, 02:20 PM |
Q4 2024 |
29 |
$139M |
+$8.47M |
-$9.98M |
-$1.52M |
MA, AAPL, CDNS, MSFT, PWR
|
13F-HR |
2/11/2025, 09:26 AM |
Q3 2024 |
29 |
$137M |
+$7.37M |
-$5.8M |
+$1.57M |
MA, AAPL, CDNS, MSFT, PWR
|
13F-HR |
11/13/2024, 10:08 AM |
Q2 2024 |
29 |
$136M |
$0 |
$0 |
|
MA, AAPL, CDNS, MSFT, V
|
13F-HR |
8/6/2024, 12:16 PM |
Q1 2024 |
29 |
$135M |
+$11.7M |
-$9.45M |
+$2.26M |
MA, CDNS, AAPL, MSFT, V
|
13F-HR |
5/6/2024, 02:02 PM |
Q4 2023 |
31 |
$111M |
+$9.08M |
-$7.77M |
+$1.31M |
MA, AAPL, MSFT, V, PWR
|
13F-HR |
2/14/2024, 08:07 AM |
Q3 2023 |
39 |
$118M |
+$11.9M |
-$11.7M |
+$242K |
MA, AAPL, CDNS, MSFT, V
|
13F-HR |
11/13/2023, 08:54 AM |
Q2 2023 |
35 |
$120M |
+$16.5M |
|
+$16.5M |
MA, AAPL, CDNS, MSFT, V
|
13F-HR |
8/11/2023, 04:21 PM |
Q1 2023 |
35 |
$120M |
|
|
|
MA, AAPL, CDNS, LNG, MSFT
|
13F-HR |
5/10/2023, 03:01 PM |
Q4 2022 |
36 |
$114M |
+$23.1M |
|
+$23.1M |
MA, AAPL, CDNS, LNG, V
|
13F-HR |
2/6/2023, 08:10 AM |
Q3 2022 |
31 |
$91.2M |
+$27.9M |
|
+$27.9M |
MA, AAPL, CDNS, LNG, AUY
|
13F-HR |
11/14/2022, 05:48 AM |
Q2 2022 |
20 |
$63.6M |
+$2.21M |
-$930K |
+$1.28M |
MA, AAPL, CDNS, V, LNG
|
13F-HR |
7/28/2022, 10:45 AM |
Q1 2022 |
26 |
$104M |
+$13.9M |
|
+$13.9M |
MA, AAPL, CDNS, ADBE, CTAS
|
13F-HR |
4/27/2022, 02:34 PM |
Q4 2021 |
37 |
$116M |
|
|
|
MA, AAPL, ADBE, CDNS, FICO
|
13F-HR |
2/14/2022, 02:36 PM |