|
Q1 2025
|
18 |
278,407 |
META, ANET, WAB, FLS
|
13F-HR
|
5/13/2025 |
000094562125000458 |
|
Q4 2024
|
17 |
338,874 |
WAB, META, GOOGL, AMZN
|
13F-HR
|
2/12/2025 |
000094562125000159 |
|
Q3 2024
|
16 |
522,212 |
META, WAB, ETN, NFLX
|
13F-HR
|
11/14/2024 |
000094562124000941 |
|
Q2 2024
|
16 |
396,081 |
NVDA, META, AMZN, NOW
|
13F-HR
|
8/12/2024 |
000094562124000651 |
|
Q1 2024
|
17 |
637,455 |
VEEV, ETN, GOOGL, UBSG.SW calls
|
13F-HR
|
5/14/2024 |
000094562124000425 |
|
Q4 2023
|
19 |
334,713 |
UBSG.SW calls, ULTA, NVDA, AMZN
|
13F-HR
|
2/13/2024 |
000094562124000229 |
|
Q3 2023
|
8 |
103,535 |
UBSG.SW calls, QGEN, ATVI, HZNP
|
13F-HR
|
11/14/2023 |
000094562123000575 |
|
Q2 2023
|
11 |
214,630 |
SBUX, QGEN, CTVA, ATVI
|
RESTATEMENT
|
11/14/2023 |
000094562123000573 |
|
Q1 2023
|
9 |
298,514 |
SBUX, DG, CTVA, ATVI
|
13F-HR
|
5/12/2023 |
000094562123000275 |
|
Q4 2022
|
7 |
197,673 |
DG, STARBUCKS CORP calls, BKNG, ATVI
|
13F-HR
|
2/13/2023 |
000156761923002459 |
|
Q3 2022
|
10 |
241,124 |
DG, GOOGL, STARBUCKS CORP calls, BKNG
|
13F-HR
|
11/9/2022 |
000156761922019316 |
|
Q2 2022
|
14 |
360,574 |
GOOGL, DG, NKE, KLAC
|
13F-HR
|
7/27/2022 |
000156761922014541 |
|
Q1 2022
|
14 |
492,776 |
GOOGL, DG, NKE, AMAT
|
13F-HR
|
5/12/2022 |
000156761922010166 |
|
Q4 2021
|
15 |
673,826 |
GOOGL, AMAT, DG, LRCX
|
13F-HR
|
2/14/2022 |
000156761922003813 |