| Q2 2024 |
218 |
$359M |
+$74.6M |
-$125M |
-$50.8M |
GOOGL, MSFT, META, NFLX, V
|
13F-HR |
8/13/2024, 02:26 PM |
| Q1 2024 |
286 |
$416M |
+$51.5M |
-$80.3M |
-$28.8M |
MSFT, GOOGL, NFLX, META, V
|
Restatement |
8/16/2024, 04:00 PM |
| Q4 2023 |
391 |
$417M |
+$65.5M |
-$76.1M |
-$10.6M |
GOOGL, META, MSFT, V, CRM
|
13F-HR |
2/9/2024, 03:47 PM |
| Q3 2023 |
494 |
$387M |
+$121M |
-$99.2M |
+$21.8M |
GOOGL, MSFT, META, V, MA
|
13F-HR |
11/9/2023, 12:15 PM |
| Q2 2023 |
415 |
$372M |
+$108M |
-$29.5M |
+$78.8M |
GOOGL, MSFT, V, META, MA
|
13F-HR |
8/10/2023, 11:16 AM |
| Q1 2023 |
371 |
$302M |
+$49.6M |
-$32.8M |
+$16.8M |
MSFT, GOOGL, CRM, META, V
|
13F-HR |
5/12/2023, 01:09 PM |
| Q4 2022 |
348 |
$278M |
+$38.9M |
-$27.3M |
+$11.6M |
MSFT, MA, V, GOOGL, META
|
13F-HR |
2/13/2023, 03:45 PM |
| Q3 2022 |
202 |
$257M |
+$32.5M |
-$15.1M |
+$17.4M |
MSFT, GOOGL, V, ACN, MA
|
13F-HR |
11/7/2022, 02:42 PM |
| Q2 2022 |
198 |
$281M |
+$123M |
-$29.9M |
+$93.5M |
MSFT, GOOGL, V, ACN, MA
|
13F-HR |
8/11/2022, 11:08 AM |
| Q1 2022 |
139 |
$250M |
+$14.2M |
-$109M |
-$94.7M |
GOOGL, MSFT, META, ACN, V
|
13F-HR |
5/13/2022, 09:56 AM |
| Q4 2021 |
172 |
$423M |
+$403M |
-$47.6M |
+$355M |
MA, V, GOOGL, MSFT, META
|
13F-HR |
2/9/2022, 09:36 AM |
| Q3 2021 |
98 |
$267M |
+$246M |
-$307M |
-$61M |
DFH, KO, JPST, IJH, ACWV
|
13F-HR |
11/5/2021, 03:55 PM |
| Q2 2021 |
158 |
$328M |
+$76.3M |
-$56.5M |
+$19.8M |
MSFT, GOOGL, META, PYPL, ADBE
|
13F-HR |
7/28/2021, 10:49 AM |
| Q1 2021 |
156 |
$281M |
$0 |
$0 |
|
ACN, ORCL, IBM, META, GOOGL
|
13F-HR |
5/10/2021, 11:08 AM |