| Q2 2024 |
46 |
$536M |
+$24.2M |
-$26.9M |
-$2.67M |
TYL, NVMI, BRKR, AWK, BCPC
|
13F-HR |
7/30/2024, 11:08 AM |
| Q1 2024 |
44 |
$554M |
+$31.4M |
-$45.8M |
-$14.4M |
BRKR, TREX, TYL, NVMI, ICLR
|
13F-HR |
5/14/2024, 12:15 PM |
| Q4 2023 |
43 |
$532M |
+$8.83M |
-$110M |
-$101M |
BRKR, ICLR, TECH, TREX, TYL
|
13F-HR |
2/9/2024, 12:28 PM |
| Q3 2023 |
45 |
$568M |
+$32.8M |
-$27.7M |
+$5.11M |
ICLR, BRKR, TECH, TYL, ANSS
|
13F-HR |
11/13/2023, 08:47 AM |
| Q2 2023 |
45 |
$632M |
+$25M |
-$82.8M |
-$57.8M |
ICLR, BRKR, TREX, TECH, ANSS
|
13F-HR |
8/11/2023, 11:19 AM |
| Q1 2023 |
45 |
$644M |
+$23.1M |
-$49M |
-$26M |
BRKR, ICLR, TREX, ANSS, TECH
|
13F-HR |
4/18/2023, 12:00 PM |
| Q4 2022 |
47 |
$614M |
+$46.8M |
-$55.6M |
-$8.82M |
BRKR, ICLR, TECH, ANSS, SEDG
|
13F-HR |
2/8/2023, 09:21 AM |
| Q3 2022 |
48 |
$653M |
+$53.8M |
-$46.6M |
+$7.25M |
ICLR, SEDG, TREX, BRKR, ENTG
|
13F-HR |
11/9/2022, 06:06 AM |
| Q2 2022 |
48 |
$665M |
+$56.8M |
-$14.9M |
+$41.9M |
ICLR, SEDG, BRKR, TECH, TREX
|
13F-HR |
8/5/2022, 06:03 AM |
| Q1 2022 |
45 |
$811M |
+$73.5M |
-$52.4M |
+$21.1M |
SEDG, ICLR, CGNX, ENTG, TREX
|
13F-HR |
5/12/2022, 11:34 AM |
| Q4 2021 |
48 |
$991M |
+$119M |
-$32.4M |
+$86.9M |
TREX, ICLR, NVMI, TECH, BRKR
|
13F-HR |
2/11/2022, 05:36 AM |
| Q3 2021 |
47 |
$829M |
+$119M |
-$96.2M |
+$22.6M |
ICLR, TREX, TECH, BRKR, SEDG
|
13F-HR |
11/15/2021, 07:49 AM |
| Q2 2021 |
53 |
$795M |
+$101M |
-$35.7M |
+$65.3M |
TREX, ICLR, BRKR, ANSS, TECH
|
13F-HR |
8/13/2021, 10:32 AM |
| Q1 2021 |
43 |
$679M |
+$133M |
-$28.2M |
+$105M |
TREX, ICLR, SEDG, ANSS, BRKR
|
13F-HR |
5/12/2021, 08:13 AM |
| Q4 2020 |
40 |
$593M |
|
|
|
SEDG, TREX, ICLR, ANSS, ALRM
|
13F-HR |
2/16/2021, 06:59 AM |