Q3 2018 |
23 |
$666M |
+$196M |
-$928M |
-$732M |
META, BABA, FDC, CHTR, PYPL
|
13F-HR |
11/14/2018, 09:33 AM |
Q2 2018 |
24 |
$1.33B |
+$516M |
-$682M |
-$166M |
META, FDC, NUAN, CHTR, PHG
|
13F-HR |
8/14/2018, 09:38 AM |
Q1 2018 |
33 |
$1.44B |
+$661M |
-$954M |
-$293M |
AVGO, META, PHG, CDNS, CHTR
|
13F-HR |
4/30/2018, 05:22 PM |
Q4 2017 |
34 |
$1.65B |
+$380M |
-$1.23B |
-$853M |
MELI, AVGO, WDAY, META, NOW
|
13F-HR |
2/14/2018, 08:32 AM |
Q3 2017 |
36 |
$2.33B |
+$413M |
-$325M |
+$88.6M |
NOW, CRM, WDAY, PANW, META
|
13F-HR |
11/14/2017, 08:21 AM |
Q2 2017 |
35 |
$2.04B |
+$361M |
-$1.09B |
-$726M |
CRM, META, NOW, SPLK, PANW
|
13F-HR |
8/14/2017, 08:40 AM |
Q1 2017 |
39 |
$2.51B |
+$438M |
-$521M |
-$83.1M |
NOW, WDAY, CRM, SPLK, META
|
13F-HR |
5/15/2017, 02:52 PM |
Q4 2016 |
28 |
$2.38B |
+$450M |
-$383M |
+$67.3M |
CRM, NOW, SPLK, META, PANW
|
13F-HR |
2/14/2017, 06:33 AM |
Q3 2016 |
40 |
$2.4B |
+$545M |
-$390M |
+$155M |
SPLK, NOW, WDAY, PANW, CRM
|
13F-HR |
11/14/2016, 07:12 AM |
Q2 2016 |
27 |
$2.01B |
+$428M |
-$848M |
-$420M |
SPLK, AMZN, NOW, WDAY, META
|
13F-HR |
8/15/2016, 06:45 AM |
Q1 2016 |
33 |
$2.36B |
+$548M |
-$1B |
-$454M |
SPLK, WDAY, NOW, CRM, META
|
13F-HR |
5/16/2016, 06:30 AM |
Q4 2015 |
32 |
$3.04B |
+$474M |
-$606M |
-$132M |
WDAY, NOW, SPLK, META, CRM
|
13F-HR |
2/16/2016, 06:32 AM |
Q3 2015 |
27 |
$2.82B |
+$846M |
-$464M |
+$381M |
WDAY, NOW, CRM, META, ATHN
|
13F-HR |
11/16/2015, 06:35 AM |
Q2 2015 |
30 |
$2.54B |
+$428M |
-$443M |
-$14.9M |
META, NOW, LNKD, WDAY, ATHN
|
13F-HR |
8/14/2015, 06:51 AM |
Q1 2015 |
33 |
$2.5B |
+$789M |
-$936M |
-$148M |
META, WDAY, NOW, LNKD, PANW
|
13F-HR |
5/15/2015, 06:30 AM |
Q4 2014 |
57 |
$2.55B |
+$512M |
-$1.51B |
-$1B |
PANW, NOW, WDAY, META, ATHN
|
Restatement |
3/6/2015, 08:48 AM |
Q3 2014 |
49 |
$3.33B |
+$731M |
-$757M |
-$26.1M |
PANW, NOW, VEEV, WDAY, LNKD
|
13F-HR |
11/14/2014, 07:01 AM |
Q2 2014 |
37 |
$3.31B |
+$1.13B |
-$903M |
+$229M |
PANW, NOW, WDAY, VEEV, BIDU
|
13F-HR |
8/14/2014, 07:09 AM |
Q1 2014 |
63 |
$2.93B |
+$905M |
-$886M |
+$18.9M |
PANW, BIDU, S, LNKD, CHTR
|
13F-HR |
5/15/2014, 07:23 AM |
Q4 2013 |
73 |
$2.92B |
$0 |
$0 |
|
PANW, BIDU, AMZN, CCI, S
|
13F-HR |
2/14/2014, 06:53 AM |