Q2 2025 |
200 |
$249M |
+$28.3M |
-$33.5M |
-$5.19M |
MSFT, NVDA, AAPL, NOW, MA
|
13F-HR |
8/14/2025, 08:36 AM |
Q1 2025 |
185 |
$212M |
+$28.1M |
-$32.7M |
-$4.66M |
NVDA, MSFT, AMZN, AAPL, NOW
|
13F-HR |
8/14/2025, 09:06 AM |
Q4 2024 |
180 |
$252M |
+$34.7M |
-$53.4M |
-$18.6M |
NVDA, MSFT, AMZN, MRVL, TSLA
|
13F-HR |
8/28/2025, 07:23 AM |
Q3 2024 |
177 |
$259M |
+$13.7M |
-$17.5M |
-$3.78M |
NVDA, MSFT, AMD, AAPL, MRVL
|
13F-HR |
8/29/2025, 06:36 AM |
Q2 2024 |
162 |
$263M |
+$31.1M |
-$16.3M |
+$14.8M |
NVDA, MSFT, AMZN, AMD, MRVL
|
13F-HR |
8/29/2025, 08:00 AM |
Q1 2024 |
169 |
$254M |
+$50.2M |
-$56.5M |
-$6.27M |
NVDA, MRVL, AMD, AMZN, MSFT
|
13F-HR |
8/29/2025, 08:22 AM |
Q4 2023 |
183 |
$237M |
+$39.6M |
-$16.5M |
+$23.1M |
NVDA, AMD, ISRG, MRVL, MSFT
|
13F-HR |
9/2/2025, 06:30 AM |
Q3 2023 |
161 |
$186M |
+$16M |
-$21.9M |
-$5.93M |
NVDA, AMD, MRVL, MSFT, AMZN
|
13F-HR |
9/2/2025, 07:13 AM |
Q2 2023 |
120 |
$209M |
+$18.1M |
-$7.01M |
+$11.1M |
NVDA, AMD, MRVL, MSFT, DXCM
|
13F-HR |
9/2/2025, 07:32 AM |
Q1 2023 |
105 |
$172M |
+$39.7M |
-$21.3M |
+$18.4M |
NVDA, AMD, MRVL, MSFT, IRDM
|
13F-HR |
9/2/2025, 08:30 AM |
Q4 2022 |
87 |
$131M |
+$17.5M |
-$15.5M |
+$2M |
AMD, MRVL, IRDM, MSFT, NVDA
|
13F-HR |
9/2/2025, 08:39 AM |
Q3 2022 |
62 |
$123M |
+$7.61M |
-$22.8M |
-$15.2M |
MRVL, AMD, MSFT, IRDM, NVDA
|
13F-HR |
9/2/2025, 08:47 AM |
Q2 2022 |
67 |
$156M |
+$18.6M |
-$4.71M |
+$13.9M |
AMD, MRVL, NVDA, MSFT, GOOG
|
13F-HR |
9/2/2025, 08:56 AM |
Q1 2022 |
72 |
$212M |
+$18.9M |
-$102M |
-$83.4M |
NVDA, MRVL, AMD, MSFT, GOOG
|
13F-HR |
9/2/2025, 09:03 AM |
Q4 2021 |
78 |
$342M |
+$36.4M |
-$133M |
-$97M |
AMD, NVDA, MRVL, GOOG, MSFT
|
13F-HR |
9/2/2025, 10:04 AM |
Q3 2021 |
85 |
$404M |
+$39.9M |
-$35.1M |
+$4.81M |
AMD, NVDA, MSFT, RNG, GOOG
|
13F-HR |
9/2/2025, 10:14 AM |
Q2 2021 |
88 |
$442M |
+$71.7M |
-$74.1M |
-$2.33M |
AMD, NVDA, RNG, LPRO, MSFT
|
13F-HR |
9/2/2025, 10:20 AM |
Q1 2021 |
79 |
$390M |
+$63M |
-$9.61M |
+$53.4M |
AMD, RNG, NVDA, IRDM, MSFT
|
13F-HR |
9/2/2025, 10:42 AM |
Q4 2020 |
57 |
$362M |
+$52.1M |
-$126M |
-$74.3M |
AMD, RNG, NVDA, IRDM, AMZN
|
13F-HR |
9/2/2025, 10:54 AM |
Q3 2020 |
43 |
$322M |
+$76.4M |
-$61.4M |
+$15M |
AMD, BABA, NVDA, RNG, AMZN
|
13F-HR |
9/2/2025, 11:00 AM |
Q2 2020 |
37 |
$259M |
+$37M |
-$6.15M |
+$30.9M |
TKC, RNG, AMZN, MSFT, BABA
|
13F-HR |
9/2/2025, 11:07 AM |
Q1 2020 |
33 |
$177M |
$0 |
$0 |
|
TKC, RNG, AMZN, BABA, MSFT
|
13F-HR |
9/2/2025, 11:36 AM |