Q3 2024 |
34 |
$192M |
$0 |
-$4.29M |
-$4.29M |
TOST, W, HCP, YMM, LC
|
13F-HR |
11/14/2024, 08:30 AM |
Q2 2024 |
40 |
$188M |
+$15.6M |
-$24.6M |
-$9.03M |
TOST, W, HCP, YMM, OMGA
|
13F-HR |
8/14/2024, 06:30 AM |
Q1 2024 |
48 |
$219M |
+$575K |
-$105M |
-$105M |
W, TOST, NABL, OMGA, YMM
|
13F-HR |
5/15/2024, 06:15 AM |
Q4 2023 |
53 |
$299M |
+$39M |
-$52.7M |
-$13.7M |
W, TOST, NABL, MNDY, COIN
|
13F-HR |
2/14/2024, 06:15 AM |
Q3 2023 |
58 |
$295M |
+$13.4M |
-$29.2M |
-$15.8M |
W, TOST, NABL, SWI, MNDY
|
13F-HR |
11/14/2023, 06:16 AM |
Q2 2023 |
60 |
$352M |
+$17.7M |
-$16M |
+$1.65M |
W, TOST, NABL, SWI, MNDY
|
13F-HR |
8/14/2023, 06:20 AM |
Q1 2023 |
63 |
$297M |
+$62.6M |
-$77.4M |
-$14.8M |
NABL, TOST, W, SWI, MNDY
|
13F-HR |
5/15/2023, 06:15 AM |
Q4 2022 |
65 |
$299M |
+$3.95M |
-$11M |
-$7.09M |
TOST, NABL, W, SWI, AVDX
|
13F-HR |
2/14/2023, 06:30 AM |
Q3 2022 |
67 |
$306M |
+$17.2M |
-$12.1M |
+$5.14M |
TOST, W, NABL, SWI, AVDX
|
13F-HR |
11/14/2022, 06:21 AM |
Q2 2022 |
62 |
$305M |
+$10.9M |
-$8.52M |
+$2.34M |
W, SWI, NABL, TOST, AVDX
|
13F-HR |
8/15/2022, 06:10 AM |
Q1 2022 |
66 |
$490M |
+$77M |
-$91.5M |
-$14.6M |
W, TOST, SWI, NABL, MNDY
|
Restatement |
5/26/2022, 04:35 PM |
Q4 2021 |
67 |
$782M |
+$147M |
-$251M |
-$103M |
W, MNDY, TOST, SWI, NABL
|
13F-HR |
2/14/2022, 06:05 AM |
Q3 2021 |
56 |
$1.06B |
+$163M |
-$118M |
+$45.1M |
MNDY, W, SWI, OMGA, NABL
|
13F-HR |
11/15/2021, 06:05 AM |
Q2 2021 |
51 |
$1.03B |
+$418M |
-$111M |
+$307M |
W, MNDY, SWI, BHG, EVLO
|
13F-HR |
8/13/2021, 04:06 PM |
Q1 2021 |
44 |
$746M |
+$492M |
-$17.5M |
+$475M |
W, SWI, SNOW, EVLO, RUBY
|
13F-HR |
5/17/2021, 06:10 AM |
Q4 2020 |
26 |
$256M |
+$42.3M |
-$36.8M |
+$5.52M |
SWI, EVLO, SGTX, KLDO, AXLA
|
13F-HR |
2/16/2021, 06:05 AM |
Q3 2020 |
36 |
$267M |
+$35.9M |
-$26.5M |
+$9.41M |
SWI, KLDO, EVLO, AXLA, TDOC
|
13F-HR |
11/12/2020, 04:14 PM |
Q2 2020 |
28 |
$218M |
+$18.7M |
-$35.1M |
-$16.3M |
SWI, AXLA, EVLO, WORK, FNJN
|
13F-HR |
8/13/2020, 06:05 AM |
Q1 2020 |
36 |
$207M |
+$19.7M |
-$17.5M |
+$2.18M |
SWI, WORK, PINS, KLDO, EVLO
|
13F-HR |
5/14/2020, 06:07 AM |
Q4 2019 |
35 |
$243M |
+$26.3M |
-$18.5M |
+$7.87M |
SWI, WORK, RUBY, FNJN, EVLO
|
13F-HR |
2/13/2020, 06:10 AM |
Q3 2019 |
33 |
$240M |
+$17.1M |
-$41.9M |
-$24.8M |
SWI, WORK, EVLO, KLDO, FNJN
|
13F-HR |
11/13/2019, 04:01 PM |
Q2 2019 |
33 |
$273M |
$0 |
$0 |
|
SWI, WORK, EVLO, RUBY, KLDO
|
New Holdings |
9/5/2019, 10:48 AM |
Q2 2019 |
33 |
$273M |
+$44.5M |
-$38.8M |
+$5.75M |
SWI, WORK, EVLO, RUBY, KLDO
|
13F-HR |
8/13/2019, 06:05 AM |
Q1 2019 |
33 |
$283M |
+$35.8M |
-$16.9M |
+$18.9M |
SWI, RUBY, KLDO, EVLO, FNJN
|
13F-HR |
5/13/2019, 06:05 AM |
Q4 2018 |
32 |
$211M |
+$129M |
-$1.41M |
+$127M |
SWI, EVLO, RUBY, FNJN, LC
|
13F-HR |
2/14/2019, 07:01 AM |
Q3 2018 |
26 |
$111M |
+$47.8M |
-$17.8M |
+$29.9M |
RUBY, EVLO, FNJN, LC, SNAP
|
13F-HR |
11/14/2018, 06:08 AM |
Q2 2018 |
21 |
$79.2M |
+$35.4M |
-$48.4M |
-$13.1M |
EVLO, FNJN, LC, SNAP, MYOK
|
13F-HR |
8/14/2018, 06:34 AM |
Q1 2018 |
20 |
$92.9M |
+$25.2M |
-$47.7M |
-$22.5M |
W, FNJN, LC, ROKU, MYOK
|
13F-HR |
5/15/2018, 06:05 AM |
Q4 2017 |
21 |
$124M |
+$12.4M |
-$51.1M |
-$38.6M |
W, FNJN, LC, MYOK, OKTA
|
13F-HR |
2/14/2018, 12:00 PM |
Q3 2017 |
21 |
$152M |
+$15.6M |
-$77.8M |
-$62.2M |
W, IBTX, LC, FNJN, MYOK
|
13F-HR |
11/14/2017, 01:05 PM |
Q2 2017 |
23 |
$232M |
+$64M |
-$145M |
-$80.8M |
W, IBTX, FNJN, LC, BOX
|
13F-HR |
8/14/2017, 03:00 PM |
Q1 2017 |
18 |
$179M |
+$9.52M |
-$20.1M |
-$10.6M |
W, LC, FNJN, PTI, NTNX
|
13F-HR |
5/15/2017, 05:17 PM |
Q4 2016 |
16 |
$166M |
$0 |
$0 |
|
W, LC, FNJN, BOX, XLRN
|
New Holdings |
5/8/2017, 06:08 PM |
Q4 2016 |
16 |
$166M |
+$16.6M |
-$12.3M |
+$4.34M |
W, LC, FNJN, BOX, XLRN
|
13F-HR |
2/14/2017, 05:04 PM |
Q3 2016 |
9 |
$181M |
+$12.3M |
-$43.1M |
-$30.9M |
W, RRC, FNJN, LC, SAGE
|
13F-HR |
11/14/2016, 06:16 AM |
Q2 2016 |
21 |
$207M |
+$37.3M |
-$46.5M |
-$9.21M |
W, CDW, FNJN, LC, SAGE
|
13F-HR |
8/15/2016, 05:01 PM |
Q1 2016 |
23 |
$234M |
+$20.6M |
-$32.4M |
-$11.7M |
W, FIS, NXPI, LC, FNJN
|
13F-HR |
5/16/2016, 06:05 AM |
Q4 2015 |
26 |
$274M |
+$26.9M |
-$31.5M |
-$4.58M |
W, NXPI, ZAYO, LC, SAGE
|
Restatement |
2/16/2016, 03:50 PM |
Q3 2015 |
22 |
$226M |
+$24.4M |
-$8.61M |
+$15.8M |
W, ENVI, LC, ZAYO, FNJN
|
13F-HR |
11/13/2015, 06:04 AM |
Q2 2015 |
22 |
$218M |
+$29.8M |
-$9.5M |
+$20.3M |
W, LC, ENVI, FNJN, SAGE
|
13F-HR |
8/14/2015, 06:04 AM |
Q1 2015 |
19 |
$176M |
+$11.2M |
-$76.4M |
-$65.2M |
W, FNJN, ENVI, ZFGN, CRTO
|
13F-HR |
5/8/2015, 06:03 AM |
Q4 2014 |
30 |
$190M |
$0 |
$0 |
|
W, SERV, FNJN, DATA, ENVI
|
13F-HR |
2/13/2015, 04:00 PM |
Q4 2013 |
9 |
$31.2M |
$0 |
$0 |
|
ENVI, GOGO, XOOM, PGTI, BLUE
|
13F-HR |
1/23/2014, 08:48 AM |