Q2 2020 |
75 |
$79.5M |
+$31.1M |
-$11.2M |
+$19.9M |
NVDA, META, DKNGXXXX, FCX, PARA
|
13F-HR |
8/14/2020, 06:05 AM |
Q1 2020 |
65 |
$59.3M |
+$31.2M |
-$2.39M |
+$28.8M |
NVDA, META, LITE, DIS, NTES
|
13F-HR |
5/14/2020, 06:32 AM |
Q4 2019 |
65 |
$59.6M |
+$26.8M |
-$6.09M |
+$20.7M |
META, LITE, DIS, WDC, NVDA
|
13F-HR |
2/14/2020, 02:41 PM |
Q3 2019 |
86 |
$60.5M |
+$16.9M |
-$5.62M |
+$11.3M |
DIS, META, DIS, META, ATVI
|
13F-HR |
11/12/2019, 11:09 AM |
Q2 2019 |
180 |
$128M |
+$34.4M |
-$49.2M |
-$14.8M |
META, DIS, LITE, META, GOOGL
|
13F-HR |
8/13/2019, 12:24 PM |
Q1 2019 |
200 |
$167M |
+$53.4M |
-$123M |
-$69.6M |
META, EA, LITE, DIS, META
|
13F-HR |
5/9/2019, 01:15 PM |
Q4 2018 |
208 |
$236M |
+$40.7M |
-$40M |
+$766K |
QCOM, META, IIIV, NOVT, STRL
|
13F-HR |
2/11/2019, 05:38 PM |
Q3 2018 |
212 |
$337M |
+$53.3M |
-$31.2M |
+$22.1M |
NOVT, FSS, EFSC, META, CAMP
|
13F-HR |
11/14/2018, 11:54 AM |
Q2 2018 |
221 |
$348M |
+$61.3M |
-$34.1M |
+$27.2M |
META, NOVT, IVCRQ, META, EFSC
|
Restatement |
8/14/2018, 02:00 PM |
Q1 2018 |
453 |
$364M |
+$79.8M |
-$21.5M |
+$58.3M |
IBM, ASGNXXXX, IVCRQ, NOVT, EFSC
|
13F-HR |
5/14/2018, 01:00 PM |
Q4 2017 |
314 |
$331M |
+$48.9M |
-$35.5M |
+$13.3M |
NOVT, IVCRQ, IBM, XRT, META
|
13F-HR |
2/12/2018, 04:07 PM |
Q3 2017 |
291 |
$376M |
+$53.3M |
-$52.4M |
+$834K |
MU, META, META, MU, NOVT
|
13F-HR |
11/14/2017, 10:54 AM |
Q2 2017 |
101 |
$371M |
+$48M |
-$28.5M |
+$19.5M |
MU, MU, META, SUPN, C
|
13F-HR |
8/11/2017, 02:42 PM |
Q1 2017 |
107 |
$398M |
+$75.6M |
-$32.2M |
+$43.4M |
MU, MU, META, CSCO, CSCO
|
13F-HR |
5/9/2017, 04:48 PM |
Q4 2016 |
96 |
$359M |
+$61.4M |
-$15.2M |
+$46.2M |
MU, MU, CSCO, CSCO, META
|
13F-HR |
2/13/2017, 04:13 PM |
Q3 2016 |
89 |
$305M |
+$54.5M |
-$12.6M |
+$41.9M |
CSCO, META, META, CSCO, MU
|
13F-HR |
11/14/2016, 10:26 AM |
Q2 2016 |
91 |
$271M |
+$58M |
-$13.7M |
+$44.3M |
CSCO, META, META, CSCO, YHOO
|
13F-HR |
8/15/2016, 11:50 AM |
Q1 2016 |
85 |
$241M |
+$36.3M |
-$32.7M |
+$3.65M |
META, META, YHOO, IPHI, KIRK
|
13F-HR |
5/16/2016, 12:14 PM |
Q4 2015 |
97 |
$280M |
+$61.5M |
-$11.4M |
+$50.1M |
META, RNG, GOOGL, NTUS, IVCRQ
|
13F-HR |
2/11/2016, 07:02 PM |
Q3 2015 |
86 |
$235M |
+$32.2M |
-$17.8M |
+$14.4M |
META, VRTU, GTTNQ, RNG, RNST
|
13F-HR |
11/16/2015, 01:57 PM |
Q2 2015 |
95 |
$283M |
+$59M |
-$16.9M |
+$42M |
META, SUPN, GTTNQ, AMAG, AAPL
|
13F-HR |
8/13/2015, 03:08 PM |
Q1 2015 |
91 |
$266M |
+$43.7M |
-$30.2M |
+$13.5M |
WDC, SUPN, AAPL, AMAG, CBM
|
Restatement |
6/23/2015, 01:13 PM |
Q4 2014 |
101 |
$268M |
+$48.4M |
-$94.1M |
-$45.8M |
AAPL, XRT, AMAG, YHOO, KNX
|
13F-HR |
2/12/2015, 11:18 AM |
Q3 2014 |
102 |
$312M |
+$55.1M |
-$31.7M |
+$23.4M |
AAPL, AMAG, NTUS, KNX, TMUS
|
13F-HR |
11/13/2014, 12:17 PM |
Q2 2014 |
122 |
$370M |
+$74.8M |
-$55.4M |
+$19.4M |
DFRG, NTUS, PDFS, CRAI, KIRK
|
13F-HR |
8/14/2014, 01:45 PM |
Q1 2014 |
141 |
$429M |
+$132M |
-$53.5M |
+$78.1M |
XLNX, KNX, GSIG, ASGNXXXX, AIMC
|
13F-HR |
5/15/2014, 11:55 AM |
Q4 2013 |
164 |
$460M |
|
|
|
YHOO, ON, VODXXXX, INTC, GOOGLXXXX
|
13F-HR |
2/14/2014, 11:00 AM |