BENDER ROBERT & ASSOCIATES Long-Term Concentrated

Location: Pasadena, CA

CIK: 0000894300 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 31, 2024

Total Value: $397M (100.0% shares, 0.0% debt)

Holdings (50)

AAPL APPLE INC 21.3%
Value $84.32M Shares 437,962 Est. Cost $83.40 Unrealized +119.2%
NVDA NVIDIA CORPORATION 9.4%
Value $37.16M Shares 75,039 Est. Cost $17.09 Unrealized +171.0%
ISRG INTUITIVE SURGICAL INC 7.6%
Value $29.99M Shares 88,904 Est. Cost $225.65 Unrealized +32.1%
LULU LULULEMON ATHLETICA INC 7.3%
Value $29.15M Shares 57,011 Est. Cost $72.51 Unrealized +495.9%
AMZN AMAZON COM INC 5.9%
Value $23.46M Shares 154,425 Est. Cost $119.81 Unrealized +17.0%
MELI MERCADOLIBRE INC 5.6%
Value $22.13M Shares 14,079 Est. Cost $127.53 Unrealized +1011.3%
META META PLATFORMS INC 4.1%
Value $16.4M Shares 46,330 Est. Cost $81.59 Unrealized +296.3%
ADBE ADOBE INC 3.8%
Value $14.91M Shares 24,987 Est. Cost $182.05 Unrealized +216.8%
ULTA ULTA BEAUTY INC 3.2%
Value $12.85M Shares 26,222 Est. Cost $109.58 Unrealized +284.9%
GOOG ALPHABET INC 3.1%
Value $12.24M Shares 86,823 Est. Cost $108.53 Unrealized +24.1%
VRTX VERTEX PHARMACEUTICALS INC 2.9%
Value $11.62M Shares 28,550 Est. Cost $221.26 Unrealized +67.0%
LLY ELI LILLY & CO 2.9%
Value $11.55M Shares 19,813 Est. Cost $257.23 Unrealized +123.6%
AMD ADVANCED MICRO DEVICES INC 2.6%
Value $10.44M Shares 70,811 Est. Cost $97.93 Unrealized +20.4%
NOW SERVICENOW INC 2.6%
Value $10.22M Shares 14,463 Est. Cost $111.23 Unrealized +13.3%
FIVE FIVE BELOW INC 2.2%
Value $8.8M Shares 41,284 Est. Cost $139.27 Unrealized +31.8%
GOOGL ALPHABET INC 2.2%
Value $8.577M Shares 61,402 Est. Cost $107.49 Unrealized +24.1%
BKNG BOOKING HOLDINGS INC 1.9%
Value $7.669M Shares 2,162 Est. Cost $1938.28 Unrealized +58.3%
MSFT MICROSOFT CORP 1.9%
Value $7.653M Shares 20,352 Est. Cost $208.86 Unrealized +67.7%
ILMN ILLUMINA INC 1.6%
Value $6.428M Shares 46,164 Est. Cost $71.98 Unrealized +60.3%
SBUX STARBUCKS CORP 1.1%
Value $4.35M Shares 45,310 Est. Cost $34.15 Unrealized +169.9%
HD HOME DEPOT INC 0.8%
Value $3.257M Shares 9,397 Est. Cost $146.76 Unrealized +100.1%
DIS DISNEY WALT CO 0.8%
Value $3.014M Shares 33,378 Est. Cost $127.85 Unrealized -32.6%
PANW PALO ALTO NETWORKS INC 0.6%
Value $2.345M Shares 7,952 Est. Cost $95.95 Unrealized +39.4%
NEE NEXTERA ENERGY INC 0.6%
Value $2.334M Shares 38,430 Est. Cost $61.03 Unrealized -12.4%
GILD GILEAD SCIENCES INC 0.5%
Value $2.015M Shares 24,876 Est. Cost $36.21 Unrealized +99.4%
AZN ASTRAZENECA PLC 0.4%
Value $1.561M Shares 23,178 Est. Cost $59.96 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.4%
Value $1.421M Shares 27,692 Est. Cost $48.14 Unrealized -2.3%
ABBV ABBVIE INC 0.4%
Value $1.419M Shares 9,157 Est. Cost $43.67 Unrealized +210.8%
COST COSTCO WHSL CORP NEW 0.3%
Value $1.12M Shares 1,697 Est. Cost $170.34 Unrealized +236.7%
ABT ABBOTT LABS 0.2%
Value $785K Shares 7,134 Est. Cost $33.37 Unrealized +187.9%
MRK MERCK & CO INC 0.2%
Value $733K Shares 6,723 Est. Cost $44.62 Unrealized +117.0%
JNJ JOHNSON & JOHNSON 0.2%
Value $721K Shares 4,601 Est. Cost $74.31 Unrealized +93.2%
BA BOEING CO 0.2%
Value $683K Shares 2,619 Est. Cost $94.86 Unrealized +125.5%
PAYX PAYCHEX INC 0.2%
Value $644K Shares 5,405 Est. Cost $56.54 Unrealized +96.5%
JPM JPMORGAN CHASE & CO 0.2%
Value $600K Shares 3,526 Est. Cost $50.85 Unrealized +185.0%
NUE NUCOR CORP 0.1%
Value $559K Shares 3,210 Est. Cost $47.42 Unrealized +223.3%
DE DEERE & CO 0.1%
Value $532K Shares 1,330 Est. Cost $156.36 Unrealized +133.5%
URGN UROGEN PHARMA LTD 0.1%
Value $521K Shares 34,701 Est. Cost $9.20 Unrealized +41.1%
CAT CATERPILLAR INC 0.1%
Value $418K Shares 1,414 Est. Cost $120.77 Unrealized +108.0%
BCRX BIOCRYST PHARMACEUTICALS INC 0.1%
Value $339K Shares 56,600 Est. Cost $9.63 Unrealized -39.8%
V VISA INC 0.1%
Value $271K Shares 1,042 Est. Cost $196.98 Unrealized +23.2%
EOLS EVOLUS INC 0.1%
Value $264K Shares 25,070 Est. Cost $9.04 Unrealized -1.1%
ORCL ORACLE CORP 0.1%
Value $252K Shares 2,389 Est. Cost $84.79 Unrealized +25.9%
IDXX IDEXX LABS INC 0.1%
Value $234K Shares 422 Est. Cost $478.56 Unrealized -1.9%
PFE PFIZER INC 0.1%
Value $223K Shares 7,755 Est. Cost $26.63 Unrealized -0.9%
TGT TARGET CORP 0.1%
Value $207K Shares 1,450 Est. Cost $113.03 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW 0.1%
Value $202K Shares 2,080 Est. Cost $83.85 Unrealized 0.0%
PLSE PULSE BIOSCIENCES INC 0.0%
Value $126K Shares 10,325 Est. Cost $6.39 Unrealized +8.4%
SMMT SUMMIT THERAPEUTICS INC 0.0%
Value $62,794 Shares 24,059 Est. Cost $2.35 Unrealized -12.6%
CHIMERIX INC 0.0%
Value $10,211 Shares 10,609 Est. Cost $1.26 Unrealized