Q2 2024 |
109 |
$275M |
+$55.8M |
-$73.5M |
-$17.7M |
MU, CROX, PAGS, UCTT, SNOW
|
13F-HR |
8/13/2024, 04:00 PM |
Q1 2024 |
112 |
$313M |
+$88M |
-$99.8M |
-$11.8M |
PAGS, EVH, PLAY, UCTT, SNBR
|
13F-HR |
5/14/2024, 04:00 PM |
Q4 2023 |
128 |
$312M |
+$80.1M |
-$102M |
-$22.2M |
PAGS, EVH, ARCB, U, LIND
|
13F-HR |
2/13/2024, 04:05 PM |
Q3 2023 |
136 |
$293M |
+$70.8M |
-$66.2M |
+$4.56M |
U, EVH, PAGS, BABA, PLAY
|
13F-HR |
11/13/2023, 04:01 PM |
Q2 2023 |
135 |
$314M |
+$69.8M |
-$76.7M |
-$6.86M |
EVH, PAGS, U, NEWR, HCA
|
13F-HR |
8/11/2023, 04:00 PM |
Q1 2023 |
129 |
$310M |
+$71M |
-$129M |
-$57.7M |
EVH, BABA, ACVA, PAGS, HCA
|
13F-HR |
5/12/2023, 04:00 PM |
Q4 2022 |
128 |
$341M |
+$61.1M |
-$84.4M |
-$23.3M |
EVH, PAGS, NOW, UA, FIVE
|
13F-HR |
2/13/2023, 04:13 PM |
Q3 2022 |
127 |
$350M |
+$67.6M |
-$64.7M |
+$2.87M |
PAGS, STNE, EVH, UBER, Z
|
13F-HR |
11/10/2022, 04:00 PM |
Q2 2022 |
130 |
$361M |
+$49M |
-$85.4M |
-$36.4M |
EVH, STNE, PAGS, HOUS, SHOP
|
13F-HR |
8/12/2022, 04:04 PM |
Q1 2022 |
139 |
$523M |
+$121M |
-$108M |
+$13.2M |
UA, PAGS, ZUO, VIRT, RNG
|
13F-HR |
5/13/2022, 04:00 PM |
Q4 2021 |
138 |
$563M |
+$81.7M |
-$176M |
-$93.9M |
RNG, SPG, ZEN, TWLO, UA
|
13F-HR |
2/14/2022, 04:11 PM |
Q3 2021 |
144 |
$686M |
+$155M |
-$167M |
-$12.6M |
VG, SPG, PARA, UA, RNG
|
13F-HR |
11/12/2021, 05:24 PM |
Q2 2021 |
147 |
$725M |
+$186M |
-$189M |
-$2.97M |
PARA, BABA, CSOD, VG, CROX
|
13F-HR |
8/13/2021, 04:05 PM |
Q1 2021 |
163 |
$692M |
+$234M |
-$189M |
+$45M |
NUAN, CSOD, VG, DBX, MU
|
13F-HR |
5/14/2021, 04:06 PM |
Q4 2020 |
138 |
$599M |
+$112M |
-$171M |
-$59.4M |
NUAN, THS, VG, CSOD, DBX
|
13F-HR |
2/12/2021, 04:20 PM |
Q3 2020 |
148 |
$535M |
+$120M |
-$225M |
-$105M |
NUAN, THS, BABA, CSOD, VG
|
13F-HR |
11/16/2020, 04:07 PM |
Q2 2020 |
142 |
$591M |
+$128M |
-$232M |
-$104M |
NUAN, THS, CSOD, VG, NOK
|
13F-HR |
8/13/2020, 04:01 PM |
Q1 2020 |
152 |
$522M |
+$149M |
-$223M |
-$73.6M |
THS, NUAN, OC, DBX, EPC
|
13F-HR |
5/14/2020, 04:03 PM |
Q4 2019 |
136 |
$767M |
+$212M |
-$158M |
+$53.9M |
UBER, NUAN, OC, UA, GDOT
|
13F-HR |
2/13/2020, 04:00 PM |
Q3 2019 |
147 |
$667M |
+$128M |
-$153M |
-$25M |
OC, NUAN, BLDR, UA, INST
|
13F-HR |
11/14/2019, 04:07 PM |
Q2 2019 |
149 |
$700M |
+$134M |
-$135M |
-$380K |
OC, NUAN, BLDR, UA, INST
|
13F-HR |
8/14/2019, 04:09 PM |
Q1 2019 |
145 |
$708M |
+$163M |
-$155M |
+$8.6M |
PAGS, NUAN, OC, LKQ, INST
|
13F-HR |
5/14/2019, 05:09 PM |
Q4 2018 |
139 |
$608M |
+$125M |
-$203M |
-$78.7M |
EFII, THS, NUAN, PAGS, LKQ
|
13F-HR |
2/14/2019, 03:37 PM |
Q3 2018 |
142 |
$871M |
+$167M |
-$219M |
-$52.2M |
WCC, EFII, REI, THS, NUAN
|
13F-HR |
11/14/2018, 04:16 PM |
Q2 2018 |
146 |
$913M |
+$248M |
-$244M |
+$3.74M |
EFII, THS, REI, TPC, WCC
|
13F-HR |
8/13/2018, 04:52 PM |
Q1 2018 |
146 |
$843M |
+$244M |
-$160M |
+$83.8M |
TPC, EVH, THS, REI, CX
|
13F-HR |
5/15/2018, 04:12 PM |
Q4 2017 |
132 |
$761M |
+$281M |
-$147M |
+$134M |
AUY, THS, TPC, CX, EVH
|
13F-HR |
2/14/2018, 04:37 PM |
Q3 2017 |
134 |
$634M |
+$181M |
-$150M |
+$31.3M |
KLDX, BLDR, REI, FNSR, HOUS
|
13F-HR |
11/13/2017, 09:02 AM |
Q2 2017 |
126 |
$582M |
+$159M |
-$88.4M |
+$70.6M |
REI, APA, BLDR, KLDX, HOUS
|
13F-HR |
8/11/2017, 01:06 PM |
Q1 2017 |
137 |
$476M |
+$139M |
-$115M |
+$24.8M |
APA, REI, HOUS, BLDR, GSM
|
13F-HR |
5/11/2017, 04:06 PM |
Q4 2016 |
134 |
$430M |
+$149M |
-$163M |
-$13.4M |
REI, APA, MBBYF, WEB, HOUS
|
13F-HR |
2/13/2017, 10:22 AM |
Q3 2016 |
153 |
$442M |
+$151M |
-$149M |
+$2.06M |
APA, GME, STAY, CX, YRCW
|
13F-HR |
11/14/2016, 05:35 PM |
Q2 2016 |
149 |
$411M |
+$123M |
-$122M |
+$925K |
MEI, BLDR, GM, RDN, USG
|
13F-HR |
8/15/2016, 03:21 PM |
Q1 2016 |
156 |
$419M |
+$126M |
-$109M |
+$17.1M |
USG, BLDR, GM, UNFI, RAX
|
13F-HR |
8/15/2016, 03:19 PM |
Q4 2015 |
165 |
$419M |
$0 |
$0 |
|
STAY, DAR, USG, BLDR, UNFI
|
13F-HR |
8/15/2016, 03:18 PM |