Q4 2020 |
126 |
$2.28B |
+$547M |
-$588M |
-$40.8M |
ZEN, SIVB, NUAN, HZNP, INSP
|
13F-HR |
1/19/2021, 08:10 PM |
Q3 2020 |
166 |
$2.3B |
+$607M |
-$771M |
-$163M |
HZNP, TNDM, NUAN, INSP, ZEN
|
13F-HR |
10/27/2020, 05:17 PM |
Q2 2020 |
150 |
$2.49B |
+$716M |
-$446M |
+$270M |
RNG, TNDM, HZNP, FOXF, MSFT
|
13F-HR |
7/27/2020, 09:26 AM |
Q1 2020 |
147 |
$1.82B |
+$389M |
-$310M |
+$79.1M |
DXCM, RNG, TNDM, INSP, MSFT
|
13F-HR |
4/28/2020, 04:45 PM |
Q4 2019 |
152 |
$2.33B |
+$524M |
-$709M |
-$184M |
DXCM, RNG, KEYS, INSP, CLH
|
13F-HR |
1/24/2020, 03:45 PM |
Q3 2019 |
156 |
$2.72B |
+$698M |
-$811M |
-$114M |
DXCM, KEYS, NOW, CSGP, RNG
|
13F-HR |
10/29/2019, 04:56 PM |
Q2 2019 |
158 |
$3.75B |
+$716M |
-$573M |
+$142M |
ZBRA, DXCM, NOW, MSFT, ULTA
|
13F-HR |
8/1/2019, 09:06 PM |
Q1 2019 |
146 |
$3.93B |
+$848M |
-$417M |
+$431M |
ZBRA, RNG, MSFT, GOOGL, NOW
|
13F-HR |
4/22/2019, 04:47 PM |
Q4 2018 |
148 |
$3.53B |
+$694M |
-$404M |
+$290M |
ZBRA, MSFT, GOOGL, DXCM, RNG
|
13F-HR |
2/5/2019, 04:38 PM |
Q3 2018 |
172 |
$5.01B |
+$914M |
-$531M |
+$383M |
ZBRA, WCG, MSFT, AMZN, DXCM
|
13F-HR |
10/29/2018, 04:41 PM |
Q2 2018 |
182 |
$4.84B |
+$1.18B |
-$682M |
+$503M |
AMZN, MSFT, SIVB, ZBRA, ULTA
|
13F-HR |
7/24/2018, 05:14 PM |
Q1 2018 |
178 |
$4.93B |
+$1.11B |
-$905M |
+$203M |
MSFT, AMZN, SIVB, GOOGL, NOW
|
13F-HR |
5/8/2018, 09:54 PM |
Q4 2017 |
173 |
$5.27B |
+$923M |
-$659M |
+$264M |
AAPL, AMZN, GOOGL, OLED, META
|
13F-HR |
2/1/2018, 08:30 PM |
Q3 2017 |
281 |
$5.77B |
+$944M |
-$1.21B |
-$267M |
AAPL, GOOGL, META, AMZN, AMAT
|
13F-HR |
11/8/2017, 07:30 AM |
Q2 2017 |
242 |
$5.97B |
+$1.19B |
-$1.18B |
+$15.4M |
GOOGL, AAPL, META, AMZN, RCL
|
13F-HR |
8/4/2017, 05:22 PM |
Q1 2017 |
270 |
$7.11B |
+$1.34B |
-$1.8B |
-$462M |
AAPL, GOOGL, MSFT, META, RCL
|
13F-HR |
4/19/2017, 05:33 PM |
Q4 2016 |
254 |
$7.67B |
+$1.91B |
-$1.8B |
+$108M |
GOOGL, MSFT, AAPL, ULTA, AMZN
|
13F-HR |
2/2/2017, 06:53 AM |
Q3 2016 |
271 |
$9.26B |
+$1.57B |
-$1.49B |
+$83M |
GOOGL, AAPL, META, ULTA, EW
|
13F-HR |
11/9/2016, 05:01 PM |
Q2 2016 |
248 |
$9.97B |
+$2.06B |
-$1.67B |
+$393M |
ULTA, GOOGL, BMY, V, META
|
13F-HR |
8/1/2016, 09:10 PM |
Q1 2016 |
260 |
$11.2B |
+$2.13B |
-$1.38B |
+$755M |
AAPL, META, GOOGL, GILD, PPG
|
13F-HR |
5/3/2016, 11:38 AM |
Q4 2015 |
274 |
$12.5B |
+$2.46B |
-$1.11B |
+$1.35B |
AAPL, GILD, GOOGL, META, NKE
|
13F-HR |
2/4/2016, 07:39 PM |
Q3 2015 |
272 |
$12.2B |
+$2.05B |
-$1.08B |
+$972M |
AAPL, GILD, NKE, META, MA
|
13F-HR |
11/2/2015, 06:59 AM |
Q2 2015 |
270 |
$14.2B |
+$3.1B |
-$1.54B |
+$1.56B |
AAPL, GILD, PPG, NKE, AGN
|
13F-HR |
8/5/2015, 10:00 AM |
Q1 2015 |
279 |
$14.7B |
+$3.46B |
-$1.26B |
+$2.2B |
AAPL, GILD, PPG, MCK, META
|
13F-HR |
4/29/2015, 06:40 PM |
Q4 2014 |
287 |
$14.1B |
+$2.92B |
-$1.37B |
+$1.55B |
AAPL, GILD, PPG, NKE, MCK
|
13F-HR |
2/4/2015, 05:45 PM |
Q3 2014 |
260 |
$13.9B |
+$2.53B |
-$1.43B |
+$1.1B |
AAPL, GILD, BIIB, NKE, MCK
|
13F-HR |
11/4/2014, 04:44 PM |
Q2 2014 |
271 |
$14.6B |
+$3.03B |
-$1.43B |
+$1.59B |
AAPL, BIIB, GILD, PXD, HAL
|
13F-HR |
7/31/2014, 01:11 PM |
Q1 2014 |
280 |
$15B |
+$4.16B |
-$911M |
+$3.25B |
BIIB, AAPL, GILD, GOOGLXXXX, NKE
|
13F-HR |
4/23/2014, 07:14 PM |
Q4 2013 |
288 |
$14.6B |
|
|
|
AAPL, GILD, BIIB, GOOGLXXXX, NKE
|
13F-HR |
2/5/2014, 01:41 PM |