Q3 2024 |
90 |
$240M |
+$54.7M |
-$44.6M |
+$10.1M |
AX, AVGO, NVDA, AMZN, GOOGL
|
13F-HR |
10/10/2024, 02:31 PM |
Q2 2024 |
88 |
$230M |
+$23M |
-$27.7M |
-$4.72M |
AX, MU, GOOGL, AMZN, AVGO
|
13F-HR |
7/25/2024, 05:51 PM |
Q1 2024 |
89 |
$236M |
+$18.1M |
-$16.7M |
+$1.37M |
AX, AMZN, MU, GOOGL, AVGO
|
13F-HR |
4/25/2024, 01:21 PM |
Q4 2023 |
83 |
$215M |
+$21.8M |
-$17.8M |
+$4.07M |
AX, WCC, AVGO, AMZN, GOOGL
|
13F-HR |
1/29/2024, 04:13 PM |
Q3 2023 |
79 |
$181M |
+$19.4M |
-$22.8M |
-$3.37M |
AX, WCC, GOOGL, AVGO, AMZN
|
13F-HR |
10/24/2023, 03:11 PM |
Q2 2023 |
91 |
$196M |
+$24.2M |
-$21.7M |
+$2.52M |
AX, WCC, DXCM, PODD, CSGP
|
13F-HR |
7/25/2023, 03:26 PM |
Q1 2023 |
85 |
$179M |
+$25.2M |
-$14.2M |
+$11.1M |
AX, WCC, PODD, AVGO, DXCM
|
13F-HR |
4/20/2023, 02:03 PM |
Q4 2022 |
77 |
$161M |
+$15.1M |
-$13.8M |
+$1.34M |
AX, WCC, DXCM, PCTY, V
|
Restatement |
4/20/2023, 01:59 PM |
Q3 2022 |
80 |
$149M |
+$14M |
-$17.3M |
-$3.29M |
AX, WCC, PCTY, GOOGL, V
|
13F-HR |
10/19/2022, 04:32 PM |
Q2 2022 |
89 |
$157M |
+$20.4M |
-$14.8M |
+$5.67M |
AX, WCC, GOOGL, CNXC, PCTY
|
13F-HR |
7/27/2022, 04:00 PM |
Q1 2022 |
91 |
$197M |
+$20.5M |
-$28.9M |
-$8.38M |
AX, WCC, GOOGL, PCTY, CNXC
|
13F-HR |
4/27/2022, 10:04 AM |
Q4 2021 |
92 |
$232M |
+$6.73M |
-$13.6M |
-$6.86M |
AX, WCC, TTD, PCTY, ZBRA
|
13F-HR |
2/8/2022, 01:53 PM |
Q3 2021 |
94 |
$227M |
+$10M |
-$7.78M |
+$2.26M |
AX, WCC, PCTY, PAYC, PODD
|
13F-HR |
11/8/2021, 05:11 PM |
Q2 2021 |
92 |
$216M |
+$15.5M |
-$9.34M |
+$6.11M |
AX, WCC, PYPL, PODD, ZBRA
|
13F-HR |
8/2/2021, 03:30 PM |
Q1 2021 |
91 |
$206M |
+$16.1M |
-$24.5M |
-$8.39M |
AX, WCC, PYPL, PODD, ZBRA
|
13F-HR |
5/5/2021, 02:15 PM |
Q4 2020 |
89 |
$199M |
+$12.9M |
-$47.1M |
-$34.2M |
AX, PAYC, TTD, PCTY, PYPL
|
13F-HR |
2/10/2021, 11:14 AM |
Q3 2020 |
86 |
$196M |
+$21.8M |
-$26M |
-$4.2M |
AX, DXCM, CSGP, PCTY, TTD
|
13F-HR |
11/9/2020, 10:28 AM |
Q2 2020 |
81 |
$176M |
+$21.1M |
-$9.93M |
+$11.1M |
AX, DXCM, LVGO, TTD, PCTY
|
13F-HR |
8/11/2020, 12:30 PM |
Q1 2020 |
75 |
$117M |
+$6.96M |
-$25.8M |
-$18.8M |
AX, DXCM, CSGP, PODD, PAYC
|
13F-HR |
5/5/2020, 11:30 AM |
Q4 2019 |
87 |
$168M |
+$11.3M |
-$12.7M |
-$1.39M |
AX, DXCM, PODD, TTD, PAYC
|
13F-HR |
2/12/2020, 09:29 AM |
Q3 2019 |
82 |
$153M |
+$15.4M |
-$14.2M |
+$1.24M |
AX, PODD, DXCM, CSGP, PAYC
|
13F-HR |
10/28/2019, 10:23 AM |
Q2 2019 |
85 |
$150M |
+$16.7M |
-$17.5M |
-$808K |
AX, CSGP, PAYC, DXCM, TTD
|
13F-HR |
8/7/2019, 02:37 PM |
Q1 2019 |
79 |
$144M |
+$24.3M |
-$17.1M |
+$7.12M |
AX, PAYC, TTD, CSGP, PCTY
|
13F-HR |
5/6/2019, 03:47 PM |
Q4 2018 |
70 |
$115M |
+$13.2M |
-$28.8M |
-$15.6M |
AX, TTD, DXCM, ABMD, PODD
|
13F-HR |
2/6/2019, 10:42 AM |
Q3 2018 |
70 |
$162M |
+$34.6M |
-$44.7M |
-$10.1M |
AX, TTD, ABMD, PODD, DXCM
|
13F-HR |
10/30/2018, 02:50 PM |
Q2 2018 |
71 |
$162M |
+$18.3M |
-$30.2M |
-$11.9M |
BOFI, ABMD, TTD, META, PODD
|
13F-HR |
7/30/2018, 09:59 AM |
Q1 2018 |
79 |
$161M |
+$17.8M |
-$20.4M |
-$2.57M |
BOFI, ABMD, PODD, STMP, META
|
13F-HR |
5/2/2018, 11:40 AM |
Q4 2017 |
73 |
$151M |
+$12.2M |
-$12.9M |
-$705K |
BOFI, META, PODD, ABMD, STMP
|
13F-HR |
2/5/2018, 02:29 PM |
Q3 2017 |
71 |
$144M |
+$8.8M |
-$9.06M |
-$258K |
BOFI, META, STMP, GOOGL, PODD
|
13F-HR |
10/31/2017, 02:18 PM |
Q2 2017 |
64 |
$133M |
+$11M |
-$10.2M |
+$848K |
BOFI, META, STMP, GOOGL, PODD
|
13F-HR |
7/31/2017, 03:56 PM |
Q1 2017 |
62 |
$127M |
+$17.4M |
-$19.3M |
-$1.86M |
BOFI, AVGO, META, OZRK, CRTO
|
13F-HR |
5/1/2017, 03:21 PM |
Q4 2016 |
64 |
$127M |
+$20.2M |
-$21.1M |
-$838K |
BOFI, AGX, AVGO, OZRK, META
|
13F-HR |
1/31/2017, 02:57 PM |
Q3 2016 |
68 |
$124M |
+$13M |
-$10.7M |
+$2.31M |
BOFI, DXCM, AGX, AVGO, LKQ
|
13F-HR |
10/28/2016, 03:38 PM |
Q2 2016 |
62 |
$110M |
+$12.6M |
-$5.19M |
+$7.38M |
BOFI, DXCM, AVGO, AGX, CRTO
|
13F-HR |
7/14/2016, 12:24 PM |
Q1 2016 |
62 |
$105M |
+$21.1M |
-$35M |
-$14M |
BOFI, DXCM, AVGO, ELLI, META
|
13F-HR |
4/27/2016, 01:04 PM |
Q4 2015 |
75 |
$121M |
+$42.6M |
-$20.4M |
+$22.2M |
BOFI, DXCM, AVGO, AN, CERN
|
13F-HR |
1/25/2016, 01:01 PM |
Q3 2015 |
71 |
$128M |
+$12.5M |
-$26.5M |
-$14M |
BOFI, DXCM, PRAA, CERN, AN
|
13F-HR |
10/19/2015, 04:19 PM |
Q2 2015 |
71 |
$143M |
+$17M |
-$27.6M |
-$10.6M |
BOFI, DXCM, PRAA, THRM, AN
|
13F-HR |
8/7/2015, 04:43 PM |
Q1 2015 |
67 |
$150M |
+$18.7M |
-$28.8M |
-$10.1M |
BOFI, DXCM, PRAA, CERN, THRM
|
13F-HR |
5/4/2015, 03:41 PM |
Q4 2014 |
66 |
$148M |
+$30.6M |
-$37.1M |
-$6.49M |
BOFI, PRAA, LKQ, DXCM, URI
|
13F-HR |
2/6/2015, 04:34 PM |
Q3 2014 |
62 |
$147M |
+$14.9M |
-$16.9M |
-$1.99M |
BOFI, PRAA, LKQ, URI, GILD
|
13F-HR |
10/29/2014, 03:14 PM |
Q2 2014 |
58 |
$154M |
+$33.7M |
-$39.2M |
-$5.45M |
BOFI, PRAA, LKQ, AN, URI
|
Restatement |
8/7/2014, 06:08 PM |
Q1 2014 |
52 |
$162M |
+$26.2M |
-$18.8M |
+$7.34M |
BOFI, PRAA, LKQ, ECPG, UBNT
|
13F-HR |
4/8/2014, 12:03 PM |
Q4 2013 |
45 |
$154M |
$0 |
$0 |
|
BOFI, PRAA, ECPG, HFC, UBNT
|
13F-HR |
2/6/2014, 02:36 PM |