Q2 2022 |
32 |
$59.9M |
+$12.1M |
-$123M |
-$111M |
AMPH, ACMR, SSYS, KRUS, DHX
|
13F-HR |
8/15/2022, 09:52 AM |
Q1 2022 |
89 |
$187M |
+$87.4M |
-$123M |
-$36M |
SSYS, ACMR, EGIO, AMPH, DSKE
|
13F-HR |
5/12/2022, 04:52 PM |
Q4 2021 |
90 |
$256M |
+$96M |
-$86.4M |
+$9.62M |
TITN, SSYS, INVE, HOV, CYRX
|
13F-HR |
2/11/2022, 03:52 PM |
Q3 2021 |
85 |
$238M |
+$78.2M |
-$95.3M |
-$17.1M |
ACMR, SAH, CYRX, PLXPQ, BCEI
|
13F-HR |
11/12/2021, 11:43 AM |
Q2 2021 |
87 |
$265M |
+$111M |
-$113M |
-$2.54M |
GRWG, AWH, MGNI, HOV, KIRK
|
13F-HR |
8/11/2021, 10:16 AM |
Q1 2021 |
92 |
$257M |
+$114M |
-$1.3B |
-$1.18B |
GRWG, KIRK, AWH, ICHR, SIEN
|
13F-HR |
5/14/2021, 02:18 PM |
Q4 2020 |
96 |
$1.36B |
+$549M |
-$553M |
-$4.08M |
AMZN, TNDM, GRWG, GNRC, META
|
13F-HR |
2/12/2021, 01:21 PM |
Q3 2020 |
106 |
$1.15B |
+$503M |
-$494M |
+$9.63M |
AMZN, TNDM, META, ADBE, CRM
|
13F-HR |
11/13/2020, 02:34 PM |
Q2 2020 |
102 |
$1.07B |
+$451M |
-$577M |
-$126M |
AMZN, TNDM, MSFT, AAPL, DLTR
|
13F-HR |
8/14/2020, 01:19 PM |
Q1 2020 |
103 |
$1B |
+$502M |
-$843M |
-$341M |
TNDM, AMZN, NVDA, GPN, AAPL
|
13F-HR |
5/15/2020, 01:46 PM |
Q4 2019 |
107 |
$1.44B |
+$470M |
-$461M |
+$9.74M |
GPN, AMD, TNDM, DIS, EXAS
|
13F-HR |
2/14/2020, 11:13 AM |
Q3 2019 |
108 |
$1.29B |
+$372M |
-$432M |
-$60M |
GPN, AMD, BAH, TNDM, AMZN
|
13F-HR |
11/14/2019, 12:39 PM |
Q2 2019 |
116 |
$1.37B |
+$344M |
-$413M |
-$69.1M |
MSFT, GPN, TNDM, AMZN, DECK
|
13F-HR |
8/14/2019, 01:31 PM |
Q1 2019 |
117 |
$1.36B |
+$483M |
-$456M |
+$27M |
MSFT, AMZN, TNDM, CRM, GPN
|
13F-HR |
5/15/2019, 03:00 PM |
Q4 2018 |
115 |
$1.17B |
+$496M |
-$615M |
-$119M |
MSFT, CIEN, AMZN, CRM, TTD
|
13F-HR |
2/14/2019, 10:13 AM |
Q3 2018 |
116 |
$1.43B |
+$360M |
-$332M |
+$28.4M |
AMZN, MSFT, AMD, TTD, CRM
|
13F-HR |
11/14/2018, 01:46 PM |
Q2 2018 |
105 |
$1.27B |
+$499M |
-$528M |
-$29.3M |
AMZN, EA, MSFT, ZTS, CRM
|
13F-HR |
8/14/2018, 10:43 AM |
Q1 2018 |
101 |
$1.22B |
+$345M |
-$384M |
-$38.7M |
AMZN, NFLX, ZTS, NOW, AVGO
|
13F-HR |
5/15/2018, 11:29 AM |
Q4 2017 |
100 |
$1.21B |
+$433M |
-$425M |
+$7.69M |
AMZN, AVGO, GOOGL, ILMN, OSK
|
13F-HR |
2/14/2018, 12:33 PM |
Q3 2017 |
97 |
$1.14B |
+$308M |
-$342M |
-$33.4M |
AVGO, DLTR, ALB, GOOGL, TMO
|
13F-HR |
11/14/2017, 01:04 PM |
Q2 2017 |
102 |
$1.1B |
+$373M |
-$371M |
+$2.2M |
AVGO, GOOGL, EXPE, TMO, NVDA
|
13F-HR |
8/14/2017, 01:19 PM |
Q1 2017 |
106 |
$1.05B |
+$387M |
-$437M |
-$49.4M |
AMD, META, MU, AVGO, AMZN
|
13F-HR |
5/15/2017, 01:35 PM |
Q4 2016 |
141 |
$1.02B |
+$464M |
-$487M |
-$23.3M |
GOOGL, CHTR, AMD, META, AVGO
|
13F-HR |
2/14/2017, 12:48 PM |
Q3 2016 |
142 |
$1.03B |
+$345M |
-$338M |
+$6.51M |
EA, KAR, AVGO, FLT, META
|
13F-HR |
11/14/2016, 03:11 PM |
Q2 2016 |
138 |
$978M |
+$317M |
-$385M |
-$68.6M |
AMZN, EA, KAR, NWL, AMT
|
13F-HR |
8/12/2016, 11:00 AM |
Q1 2016 |
145 |
$999M |
+$327M |
-$405M |
-$78.1M |
AVGO, AMZN, GOOGL, KAR, CRM
|
13F-HR |
5/13/2016, 12:14 PM |
Q4 2015 |
151 |
$1.08B |
+$388M |
-$431M |
-$43.5M |
META, AVGO, KAR, GOOGL, TMO
|
13F-HR |
2/12/2016, 10:32 AM |
Q3 2015 |
152 |
$1.08B |
+$403M |
-$479M |
-$76M |
PCLN, META, AVGO, AMZN, CMCSA
|
13F-HR |
11/13/2015, 12:29 PM |
Q2 2015 |
150 |
$1.2B |
+$476M |
-$536M |
-$59.9M |
AAPL, INFN, META, AVGO, GILD
|
13F-HR |
8/14/2015, 01:41 PM |
Q1 2015 |
146 |
$1.24B |
+$438M |
-$518M |
-$80M |
AAPL, QRVO, AVGO, CTSH, META
|
13F-HR |
5/15/2015, 01:28 PM |
Q4 2014 |
140 |
$1.24B |
+$461M |
-$448M |
+$13.7M |
AAPL, GLW, BABA, WAB, CMG
|
13F-HR |
2/13/2015, 01:01 PM |
Q3 2014 |
139 |
$1.17B |
+$423M |
-$511M |
-$87.6M |
AAPL, WAB, META, RHT, URI
|
13F-HR |
11/14/2014, 01:00 PM |
Q2 2014 |
143 |
$1.23B |
+$557M |
-$606M |
-$48.9M |
WAB, RHT, URI, CELG, CMG
|
13F-HR |
8/14/2014, 01:43 PM |
Q1 2014 |
147 |
$1.28B |
+$580M |
-$666M |
-$85.6M |
WAB, DKS, FLS, XLNX, URI
|
13F-HR |
5/15/2014, 02:52 PM |
Q4 2013 |
137 |
$1.33B |
$0 |
$0 |
|
AAPL, V, XL, RHT, WAB
|
13F-HR |
2/14/2014, 02:07 PM |