| Q4 2022 |
28 |
$130M |
+$2.04M |
-$12.4M |
-$10.3M |
UNH, MA, GOOG, ISRG, AMZN
|
13F-HR |
2/8/2023, 07:44 AM |
| Q3 2022 |
27 |
$138M |
+$32.4M |
-$360K |
+$32M |
UNH, AMZN, MA, GOOG, DIS
|
13F-HR |
11/8/2022, 06:58 AM |
| Q2 2022 |
26 |
$125M |
+$10.6M |
-$14.1M |
-$3.55M |
UNH, MA, GOOG, AMZN, DIS
|
13F-HR |
8/3/2022, 11:04 AM |
| Q1 2022 |
30 |
$188M |
+$26.8M |
-$1.9M |
+$24.9M |
UNH, AMZN, GOOG, MA, DIS
|
13F-HR |
5/11/2022, 10:33 AM |
| Q4 2021 |
29 |
$187M |
+$13.8M |
-$21.1M |
-$7.32M |
GOOG, UNH, AMZN, MA, DIS
|
Restatement |
3/7/2022, 08:29 AM |
| Q3 2021 |
30 |
$191M |
+$14.4M |
-$7.51M |
+$6.92M |
GOOG, AMZN, DIS, MA, UNH
|
13F-HR |
11/15/2021, 02:45 PM |
| Q2 2021 |
28 |
$194M |
+$18.8M |
-$1.05M |
+$17.8M |
AMZN, GOOG, DIS, MA, UNH
|
13F-HR |
8/11/2021, 05:25 PM |
| Q1 2021 |
26 |
$156M |
+$6.4M |
-$19.6M |
-$13.2M |
AMZN, DIS, MA, GOOG, UNH
|
13F-HR |
5/14/2021, 10:44 AM |
| Q4 2020 |
26 |
$156M |
+$20.2M |
-$3.81M |
+$16.4M |
AMZN, DIS, MA, AAPL, GOOG
|
13F-HR |
2/12/2021, 12:39 PM |
| Q3 2020 |
28 |
$129M |
+$10.1M |
-$14.3M |
-$4.22M |
AMZN, MA, AAPL, DIS, GOOG
|
13F-HR |
11/16/2020, 01:46 PM |
| Q2 2020 |
28 |
$124M |
+$9.41M |
-$1.42M |
+$8M |
AMZN, AAPL, MA, GOOG, DIS
|
13F-HR |
8/13/2020, 05:08 PM |
| Q1 2020 |
34 |
$92.9M |
+$13.4M |
-$1.71M |
+$11.7M |
AMZN, AAPL, MA, GOOG, DIS
|
13F-HR |
5/14/2020, 04:16 PM |
| Q4 2019 |
44 |
$99.1M |
|
|
|
AMZN, AAPL, MA, DIS, GOOG
|
13F-HR |
2/13/2020, 11:58 AM |