| Q2 2024 |
14 |
$354M |
+$163M |
-$395M |
-$231M |
NVDA, META, AMZN, NOW, IFF
|
13F-HR |
8/12/2024, 11:20 AM |
| Q1 2024 |
16 |
$576M |
+$362M |
-$85.4M |
+$277M |
VEEV, ETN, GOOGL, ULTA, META
|
13F-HR |
5/14/2024, 09:51 AM |
| Q4 2023 |
19 |
$335M |
+$234M |
-$56.4M |
+$177M |
ULTA, NVDA, AMZN, MSFT, META
|
13F-HR |
2/13/2024, 09:02 AM |
| Q3 2023 |
14 |
$104M |
+$25.4M |
-$166M |
-$140M |
UBS, QGEN, ATVI, HZNP, NATI
|
13F-HR |
11/14/2023, 09:18 AM |
| Q2 2023 |
14 |
$215M |
+$44.6M |
-$117M |
-$72.5M |
SBUX, QGEN, CTVA, ATVI, UBS
|
Restatement |
11/14/2023, 09:16 AM |
| Q1 2023 |
9 |
$299M |
+$232M |
-$32.1M |
+$200M |
SBUX, DG, CTVA, ATVI, HZNP
|
13F-HR |
5/12/2023, 02:30 PM |
| Q4 2022 |
7 |
$198M |
+$5.38M |
-$82.6M |
-$77.2M |
DG, BKNG, ATVI, GOOGL, LHCG
|
13F-HR |
2/13/2023, 11:00 AM |
| Q3 2022 |
10 |
$241M |
+$128M |
-$6.14M |
+$122M |
DG, GOOGL, BKNG, LHCG, ATVI
|
13F-HR |
11/9/2022, 07:51 AM |
| Q2 2022 |
13 |
$353M |
+$53M |
-$45.6M |
+$7.34M |
GOOGL, DG, NKE, KLAC, SBUX
|
13F-HR |
7/27/2022, 01:13 PM |
| Q1 2022 |
14 |
$493M |
+$113M |
-$78.5M |
+$34.7M |
GOOGL, DG, NKE, AMAT, KLAC
|
13F-HR |
5/12/2022, 09:41 AM |
| Q4 2021 |
15 |
$674M |
|
|
|
GOOGL, AMAT, DG, LRCX, KLAC
|
13F-HR |
2/14/2022, 07:55 AM |