Q2 2025 |
29 |
$484M |
+$105M |
-$9.09M |
+$96.3M |
RBLX, META, AMZN, SNOW, CRM
|
13F-HR |
7/30/2025, 10:37 AM |
Q1 2025 |
28 |
$316M |
+$38.6M |
-$11.8M |
+$26.8M |
RBLX, TTWO, MSFT, CROX, S
|
13F-HR |
5/9/2025, 07:36 AM |
Q4 2024 |
26 |
$298M |
+$7.57M |
-$55.3M |
-$47.7M |
PLTR, RBLX, S, MSFT, CROX
|
Restatement |
2/13/2025, 06:11 AM |
Q3 2024 |
25 |
$298M |
$0 |
$0 |
|
PLTR, CROX, S, MSFT, STLA
|
13F-HR |
2/5/2025, 10:54 AM |
Q2 2024 |
25 |
$288M |
+$35.5M |
-$9.45M |
+$26M |
STLA, PLTR, CROX, MSFT, S
|
13F-HR |
2/5/2025, 10:54 AM |
Q1 2024 |
26 |
$275M |
+$108M |
-$30.6M |
+$77.9M |
CROX, MSFT, S, INTC, SNOW
|
13F-HR |
2/5/2025, 10:55 AM |
Q4 2023 |
27 |
$191M |
+$14.4M |
$0 |
+$14.4M |
INTC, MSFT, TTWO, WCC, UNH
|
13F-HR |
2/5/2025, 10:56 AM |
Q3 2023 |
26 |
$153M |
+$46.2M |
-$14M |
+$32.2M |
MSFT, INTC, TTWO, UNH, HAL
|
13F-HR |
2/5/2025, 10:57 AM |
Q2 2023 |
29 |
$123M |
+$12.5M |
$0 |
+$12.5M |
MSFT, UNH, TTWO, GS, HD
|
13F-HR |
2/5/2025, 10:58 AM |
Q1 2023 |
28 |
$107M |
+$7.53M |
-$2.11M |
+$5.43M |
UNH, GS, HD, MSFT, MCD
|
13F-HR |
2/5/2025, 10:59 AM |
Q4 2022 |
27 |
$101M |
+$1.83M |
-$2.1M |
-$268K |
UNH, GS, HD, MCD, AMGN
|
13F-HR |
2/5/2025, 11:00 AM |
Q3 2022 |
28 |
$88M |
$0 |
$0 |
|
UNH, GS, HD, MSFT, MCD
|
13F-HR |
2/5/2025, 11:01 AM |
Q2 2022 |
28 |
$93.7M |
$0 |
-$1.08M |
-$1.08M |
UNH, GS, HD, MSFT, MCD
|
13F-HR |
2/5/2025, 11:02 AM |
Q1 2022 |
28 |
$110M |
+$8.48M |
-$1.06M |
+$7.41M |
UNH, GS, CLF, MSFT, HD
|
13F-HR |
2/5/2025, 11:03 AM |
Q4 2021 |
28 |
$105M |
$0 |
$0 |
|
UNH, HD, GS, MSFT, MCD
|
13F-HR |
2/5/2025, 11:04 AM |