Q4 2024 |
174 |
$732M |
+$195M |
-$82.8M |
+$112M |
NVDA, AAPL, AMZN, GOOGL, META
|
13F-HR |
2/11/2025, 05:16 PM |
Q3 2024 |
187 |
$598M |
+$64.5M |
-$72.1M |
-$7.58M |
NVDA, AAPL, GOOGL, AMZN, META
|
13F-HR |
11/12/2024, 10:43 AM |
Q2 2024 |
194 |
$577M |
+$74.2M |
-$70M |
+$4.21M |
NVDA, GOOGL, AMZN, AAPL, META
|
13F-HR |
7/25/2024, 03:09 PM |
Q1 2024 |
190 |
$579M |
+$64.9M |
-$70.3M |
-$5.4M |
NVDA, GOOGL, AMZN, AAPL, META
|
13F-HR |
5/13/2024, 11:38 AM |
Q4 2023 |
184 |
$527M |
+$108M |
-$71.2M |
+$36.6M |
AAPL, AMZN, GOOGL, IDXX, VEEV
|
13F-HR |
2/8/2024, 01:25 PM |
Q3 2023 |
207 |
$421M |
+$38.6M |
-$57.1M |
-$18.5M |
VEEV, IDXX, AAPL, ARES, TTD
|
13F-HR |
11/2/2023, 02:57 PM |
Q2 2023 |
191 |
$466M |
+$59.5M |
-$55.8M |
+$3.69M |
VEEV, IDXX, AAPL, ISRG, MDB
|
13F-HR |
7/28/2023, 12:47 PM |
Q1 2023 |
179 |
$452M |
+$45.4M |
-$48.2M |
-$2.77M |
IDXX, VEEV, SGEN, AAPL, NTRA
|
13F-HR |
4/27/2023, 01:53 PM |
Q4 2022 |
171 |
$442M |
+$31.3M |
-$36.9M |
-$5.56M |
SGEN, IDXX, VEEV, ISRG, HALO
|
13F-HR |
2/3/2023, 08:49 AM |
Q3 2022 |
173 |
$433M |
+$68.5M |
-$37.9M |
+$30.6M |
SGEN, VEEV, IDXX, BPMC, AAPL
|
13F-HR |
10/28/2022, 10:41 AM |
Q2 2022 |
185 |
$475M |
+$60M |
-$64M |
-$3.96M |
SGEN, VEEV, IDXX, AAPL, CMG
|
13F-HR |
8/4/2022, 10:41 AM |
Q1 2022 |
184 |
$658M |
+$88M |
-$53.2M |
+$34.8M |
SGEN, IDXX, AAPL, BX, HALO
|
13F-HR |
4/26/2022, 02:10 PM |
Q4 2021 |
174 |
$761M |
|
|
|
IDXX, SGEN, AAPL, ALGN, KLAC
|
13F-HR |
2/18/2022, 10:54 AM |