| Q3 2023 |
22 |
$42.5M |
+$1.23M |
-$3.86M |
-$2.63M |
QQQ, SPY, IWM, AMZN, MSFT
|
13F-HR |
11/14/2023, 11:00 AM |
| Q2 2023 |
23 |
$43.7M |
+$7.62M |
-$15.1M |
-$7.53M |
QQQ, SPY, IWM, AMZN, FRG
|
13F-HR |
8/14/2023, 11:00 AM |
| Q1 2023 |
15 |
$49.6M |
+$41.5M |
-$5.12M |
+$36.3M |
SPY, QQQ, IWM, TSLA, AMZN
|
13F-HR |
5/15/2023, 11:01 AM |
| Q4 2022 |
7 |
$11.2M |
+$4.32M |
-$4.99M |
-$676K |
MSFT, AMZN, SCI, AMD, WTTR
|
13F-HR |
2/14/2023, 11:53 AM |
| Q3 2022 |
14 |
$12.5M |
$0 |
$0 |
|
AMZN, MSFT, AEAE, AMD, NXDT
|
13F-HR |
11/14/2022, 11:00 AM |
| Q2 2022 |
19 |
$20.8M |
+$5.9M |
-$34M |
-$28.1M |
MSFT, AMD, AMZN, NXDT, WD
|
13F-HR |
8/15/2022, 11:23 AM |
| Q1 2022 |
40 |
$59.8M |
+$24.4M |
-$54.8M |
-$30.4M |
AMZN, WD, MSFT, AMD, STRS
|
13F-HR |
5/16/2022, 12:00 PM |
| Q4 2021 |
40 |
$96.1M |
+$18.5M |
-$36.7M |
-$18.2M |
AMD, POOL, AMZN, MSFT, WD
|
13F-HR |
2/14/2022, 12:00 PM |
| Q3 2021 |
47 |
$105M |
+$33.9M |
-$27.8M |
+$6.17M |
AMD, GNRC, XLE, AMZN, CRL
|
13F-HR |
11/15/2021, 12:00 PM |
| Q2 2021 |
52 |
$98.1M |
+$22.5M |
-$20M |
+$2.48M |
AMD, AMZN, GNRC, CRM, HEI
|
13F-HR |
8/16/2021, 12:59 PM |
| Q1 2021 |
41 |
$87M |
+$24.3M |
-$131M |
-$107M |
AMD, AMZN, CRM, HEI, J
|
13F-HR |
5/17/2021, 12:02 PM |
| Q4 2020 |
46 |
$192M |
+$26.5M |
-$61.5M |
-$35M |
CRL, NOW, AMZN, EPD, CRM
|
13F-HR |
2/16/2021, 12:02 PM |
| Q3 2020 |
48 |
$210M |
+$51.4M |
-$36.3M |
+$15.1M |
CRM, CRL, NOW, AMZN, EPD
|
13F-HR |
11/16/2020, 12:00 PM |
| Q2 2020 |
60 |
$183M |
+$65.2M |
-$44.6M |
+$20.5M |
NOW, IWM, AMZN, CRL, EPD
|
13F-HR |
8/14/2020, 12:13 PM |
| Q1 2020 |
76 |
$130M |
+$49.1M |
-$61.7M |
-$12.6M |
EPD, AMZN, MSFT, NOW, AMD
|
13F-HR |
5/15/2020, 12:01 PM |
| Q4 2019 |
55 |
$168M |
+$62.8M |
-$26.1M |
+$36.6M |
EPD, TYL, AMZN, MSFT, MA
|
13F-HR |
2/14/2020, 12:05 PM |
| Q3 2019 |
41 |
$124M |
+$25.6M |
-$61.9M |
-$36.3M |
EPD, AMZN, TYL, NOW, MSFT
|
13F-HR |
11/14/2019, 11:13 AM |
| Q2 2019 |
54 |
$164M |
+$46.3M |
-$45.3M |
+$961K |
EPD, AMZN, NOW, USAC, MSFT
|
13F-HR |
8/14/2019, 12:02 PM |
| Q1 2019 |
38 |
$159M |
+$56.3M |
-$14.3M |
+$42M |
EPD, GLUU, NOW, AMZN, ZS
|
13F-HR |
5/15/2019, 12:01 PM |
| Q4 2018 |
26 |
$95.4M |
+$19.9M |
-$97.4M |
-$77.5M |
EPD, GLUU, AMZN, MSFT, NOW
|
13F-HR |
2/14/2019, 12:01 PM |
| Q3 2018 |
49 |
$196M |
+$51.1M |
-$49.9M |
+$1.18M |
EPD, AMZN, HIIQ, GLUU, ALGN
|
13F-HR |
11/14/2018, 12:01 PM |
| Q2 2018 |
52 |
$176M |
+$51.3M |
-$37.4M |
+$13.9M |
EPD, ALGN, GLUU, AMZN, HIIQ
|
13F-HR |
8/14/2018, 12:00 PM |
| Q1 2018 |
50 |
$152M |
+$66.6M |
-$40.8M |
+$25.8M |
EPD, HIIQ, AMZN, TYL, UPLD
|
13F-HR |
5/15/2018, 12:00 PM |
| Q4 2017 |
50 |
$121M |
+$38.9M |
-$43M |
-$4.12M |
EPD, HIIQ, LSAK, UPLD, AMZN
|
13F-HR |
2/14/2018, 12:00 PM |
| Q3 2017 |
46 |
$117M |
+$17.8M |
-$53.4M |
-$35.6M |
EPD, GLUU, TSEM, GOOG, UPLD
|
13F-HR |
11/14/2017, 11:00 AM |
| Q2 2017 |
56 |
$142M |
+$68.6M |
-$33.8M |
+$34.9M |
EPD, GLUU, TSEM, HIIQ, UPLD
|
13F-HR |
8/14/2017, 12:04 PM |
| Q1 2017 |
44 |
$99.7M |
+$29.6M |
-$48.4M |
-$18.8M |
GLUU, TSEM, STMP, OCLR, TYL
|
13F-HR |
5/15/2017, 12:01 PM |
| Q4 2016 |
44 |
$109M |
$0 |
$0 |
|
TSEM, OCLR, TYL, STMP, MTDR
|
13F-HR |
2/14/2017, 12:01 PM |