| Q2 2024 |
46 |
$61.5M |
+$34.4M |
-$26.5M |
+$7.86M |
NVDA, META, QCOM, AMAT, MSFT
|
13F-HR |
7/30/2024, 03:04 PM |
| Q1 2024 |
46 |
$56.8M |
+$25.5M |
-$20.9M |
+$4.66M |
NVDA, MSFT, AVGO, DIS, NFLX
|
13F-HR |
4/30/2024, 10:20 AM |
| Q4 2023 |
38 |
$46.5M |
+$27.8M |
-$16.8M |
+$11M |
BAC, MSFT, KRE, IAU, NVDA
|
13F-HR |
1/17/2024, 08:31 AM |
| Q3 2023 |
34 |
$32.9M |
+$13.9M |
-$1.61M |
+$12.3M |
NVDA, COP, MSFT, INTC, DELL
|
13F-HR |
10/19/2023, 10:13 AM |
| Q2 2023 |
43 |
$40.3M |
+$18.9M |
-$6.69M |
+$12.2M |
NVDA, TSLA, MSFT, JPM, IMGN
|
13F-HR |
7/17/2023, 02:37 PM |
| Q1 2023 |
30 |
$31.5M |
+$14.4M |
-$5.74M |
+$8.66M |
MSFT, AVGO, CRM, EEM, TSLA
|
13F-HR |
4/17/2023, 09:20 AM |
| Q4 2022 |
48 |
$45M |
+$28.8M |
-$5.74M |
+$23M |
GILD, MCHI, REGN, SMFG, XLU
|
13F-HR |
1/25/2023, 08:38 AM |
| Q3 2022 |
33 |
$30.5M |
+$12.2M |
-$10.8M |
+$1.39M |
GTLS, FSLR, PLUG, SPTS, REGN
|
13F-HR |
10/26/2022, 04:20 PM |
| Q2 2022 |
47 |
$57.9M |
+$39.4M |
-$1M |
+$38.4M |
MSFT, IGIB, TSLA, KWEB, IAU
|
13F-HR |
7/18/2022, 11:04 AM |
| Q1 2022 |
38 |
$45.4M |
+$20.9M |
-$8.1M |
+$12.8M |
TSLA, SQM, GTLS, PLUG, ASML
|
13F-HR |
4/12/2022, 02:35 PM |
| Q4 2021 |
51 |
$56.9M |
|
|
|
MSFT, CVS, TSLA, ANET, GOOGL
|
13F-HR |
2/7/2022, 12:49 PM |