Q3 2024 |
1 |
$1.37M |
+$1.37M |
$0 |
+$1.37M |
MTLS
|
13F-HR |
11/14/2024, 08:26 AM |
Q2 2024 |
0 |
$0 |
$0 |
-$2.31M |
-$2.31M |
|
13F-HR |
8/14/2024, 11:08 AM |
Q1 2024 |
2 |
$2.31M |
+$2.31M |
-$52.7M |
-$50.4M |
TRIP, NSPR
|
13F-HR |
5/15/2024, 10:03 AM |
Q4 2023 |
14 |
$52.7M |
+$28.1M |
-$30.1M |
-$1.94M |
BRBR, GCT, NVDA, ELF, ANET
|
13F-HR |
2/14/2024, 11:07 AM |
Q3 2023 |
17 |
$48.5M |
+$34.4M |
-$42M |
-$7.59M |
NVDA, ELF, MOD, MELI, GTLS
|
13F-HR |
11/14/2023, 11:40 AM |
Q2 2023 |
11 |
$51.5M |
+$18M |
-$15.6M |
+$2.4M |
SMCI, MOD, ELF, LSCC, ATKR
|
13F-HR |
8/14/2023, 09:06 AM |
Q1 2023 |
16 |
$41.8M |
+$26.1M |
-$31.4M |
-$5.35M |
MOD, CALX, ENPH, SMCI, AEHR
|
13F-HR |
5/15/2023, 09:40 AM |
Q4 2022 |
25 |
$44M |
+$19.1M |
-$22.1M |
-$3M |
ASPN, AMPL, INDI, BILL, MDB
|
13F-HR |
2/14/2023, 09:31 AM |
Q3 2022 |
17 |
$47M |
+$15.8M |
-$15M |
+$792K |
AMPL, PSTG, BILL, AEHR, INDI
|
13F-HR |
11/14/2022, 10:00 AM |
Q2 2022 |
14 |
$46.3M |
+$14M |
-$15.4M |
-$1.39M |
SNOW, BILL, INDI, AMPL, PSTG
|
13F-HR |
8/15/2022, 10:07 AM |
Q1 2022 |
15 |
$68.1M |
+$49.9M |
-$58.9M |
-$8.98M |
BILL, MQ, APPS, MDB, AMPL
|
13F-HR |
5/16/2022, 08:49 AM |
Q4 2021 |
23 |
$85.8M |
+$51.8M |
-$60.9M |
-$9.15M |
MTUS, ZIM, SKIN, INDI, LC
|
13F-HR |
2/14/2022, 04:21 PM |
Q3 2021 |
23 |
$91.7M |
+$47.7M |
-$56M |
-$8.35M |
MGI, CUTR, AFIB, CRTO, MTUS
|
13F-HR |
11/15/2021, 09:24 AM |
Q2 2021 |
19 |
$115M |
+$39M |
-$21.6M |
+$17.4M |
MGI, CRTO, AFIB, TGTX, PRTS
|
13F-HR |
8/16/2021, 01:02 PM |
Q1 2021 |
21 |
$85M |
+$64.1M |
-$9.63M |
+$54.4M |
CRTO, MGI, AFIB, TGTX, VOXX
|
13F-HR |
5/17/2021, 09:22 AM |
Q4 2020 |
13 |
$27.1M |
$0 |
$0 |
|
ON, STMP, MOD, AVID, BIG
|
13F-HR |
2/16/2021, 11:53 AM |
Q3 2016 |
11 |
$5.76M |
+$5.76M |
$0 |
+$5.76M |
WB, KITE, GKOS, WIX, AMBA
|
13F-HR |
11/14/2016, 07:49 AM |
Q2 2016 |
0 |
$0 |
$0 |
$0 |
|
|
13F-HR |
8/15/2016, 07:03 AM |
Q1 2016 |
0 |
$0 |
$0 |
$0 |
|
|
13F-HR |
5/16/2016, 08:43 AM |
Q4 2015 |
0 |
$0 |
$0 |
-$172K |
-$172K |
|
13F-HR |
2/16/2016, 07:32 AM |
Q3 2015 |
1 |
$172K |
$0 |
-$4.07M |
-$4.07M |
PANW
|
13F-HR |
11/16/2015, 08:32 AM |
Q2 2015 |
9 |
$4.25M |
+$1.86M |
-$7.18M |
-$5.33M |
FEYE, PANW, JUNO, CYBR, ORBK
|
13F-HR |
8/14/2015, 07:28 AM |
Q1 2015 |
14 |
$8.98M |
+$7.77M |
-$14.3M |
-$6.57M |
LNKD, PAYC, FEYE, PANW, XON
|
13F-HR |
5/15/2015, 06:59 AM |
Q4 2014 |
20 |
$15M |
+$12.4M |
-$11.3M |
+$1.1M |
DATA, SWKS, MBBYF, FRGI, NTES
|
13F-HR |
2/17/2015, 07:31 AM |
Q3 2014 |
11 |
$13.9M |
+$4.67M |
-$20M |
-$15.3M |
AERI, YELP, FSLR, UEIC, TRN
|
13F-HR |
11/14/2014, 07:29 AM |
Q2 2014 |
16 |
$29.7M |
+$19.9M |
-$287M |
-$267M |
YELP, FSLR, SNDK, TRN, PCLN
|
13F-HR |
8/14/2014, 08:01 AM |
Q1 2014 |
14 |
$296M |
+$111M |
-$224M |
-$113M |
PCLN, YELP, CSIQ, SCTY, DATA
|
13F-HR |
5/15/2014, 07:58 AM |
Q4 2013 |
23 |
$405M |
$0 |
$0 |
|
TWTR, CSIQ, TSL, SCTY, YELP
|
13F-HR |
2/14/2014, 07:25 AM |