Q3 2024 |
32 |
$335M |
+$67.5M |
-$118M |
-$50.4M |
BABA, PEGA, MCHP, TSM, LW
|
13F-HR |
11/14/2024, 09:29 AM |
Q2 2024 |
36 |
$371M |
+$64M |
-$87.5M |
-$23.5M |
PEGA, PM, TSM, OKTA, SCHW
|
13F-HR |
8/14/2024, 04:25 PM |
Q1 2024 |
37 |
$407M |
+$66.8M |
-$120M |
-$53.3M |
PEGA, PM, SCHW, TSM, EVBG
|
13F-HR |
5/14/2024, 05:43 PM |
Q4 2023 |
37 |
$427M |
+$104M |
-$81.7M |
+$22M |
PM, TSM, SCHW, LW, AYX
|
13F-HR |
2/14/2024, 12:26 PM |
Q3 2023 |
32 |
$355M |
+$59.5M |
-$59.1M |
+$396K |
AYX, PM, PEGA, GEO, MCHP
|
13F-HR |
11/14/2023, 10:31 AM |
Q2 2023 |
35 |
$377M |
+$75.2M |
-$85.8M |
-$10.6M |
PM, BERY, AYX, PEGA, TSM
|
13F-HR |
8/14/2023, 11:53 AM |
Q1 2023 |
37 |
$366M |
+$72.4M |
-$111M |
-$38.3M |
MCHP, PEGA, PM, DOLE, SONY
|
13F-HR |
5/15/2023, 11:30 AM |
Q4 2022 |
33 |
$357M |
+$76.3M |
-$67.7M |
+$8.58M |
MCHP, PM, LW, FI, LRCX
|
13F-HR |
2/14/2023, 10:39 AM |
Q3 2022 |
36 |
$316M |
+$79.9M |
-$69.5M |
+$10.4M |
FI, MCHP, BKI, BERY, LW
|
13F-HR |
11/14/2022, 01:54 PM |
Q2 2022 |
34 |
$322M |
+$105M |
-$107M |
-$1.97M |
FI, MCHP, ATVI, PEGA, LW
|
13F-HR |
8/15/2022, 01:07 PM |
Q1 2022 |
35 |
$386M |
+$144M |
-$155M |
-$11.2M |
ATVI, UBER, PM, HMHC, COR
|
13F-HR |
5/16/2022, 02:24 PM |
Q4 2021 |
33 |
$407M |
+$113M |
-$84.7M |
+$28M |
META, COR, DLTR, DOLE, PM
|
13F-HR |
2/14/2022, 11:33 AM |
Q3 2021 |
37 |
$371M |
+$75M |
-$74M |
+$941K |
META, LBRDK, DOLE, COR, PM
|
13F-HR |
11/15/2021, 12:02 PM |
Q2 2021 |
35 |
$377M |
+$88.7M |
-$44.4M |
+$44.3M |
LBRDK, META, COR, SONY, PM
|
13F-HR |
8/16/2021, 11:54 AM |
Q1 2021 |
30 |
$312M |
+$61.9M |
-$115M |
-$53.4M |
LBRDK, COR, CCOI, META, DLTR
|
13F-HR |
5/17/2021, 09:57 AM |
Q4 2020 |
31 |
$326M |
+$54.5M |
-$126M |
-$71.2M |
LBRDK, COR, CMCSA, SONY, LRCX
|
13F-HR |
2/16/2021, 10:01 AM |
Q3 2020 |
32 |
$331M |
+$53.2M |
-$96.1M |
-$42.9M |
META, LBRDK, CMCSA, COR, PFPT
|
13F-HR |
11/16/2020, 10:26 AM |
Q2 2020 |
29 |
$357M |
+$84.8M |
-$141M |
-$55.8M |
META, COR, LBRDK, GOOGL, CMCSA
|
13F-HR |
8/14/2020, 03:28 PM |
Q1 2020 |
31 |
$361M |
+$188M |
-$198M |
-$9.77M |
LBRDK, META, GOOGL, DIS, MCHP
|
13F-HR |
5/15/2020, 09:53 AM |
Q4 2019 |
38 |
$420M |
+$87.6M |
-$51.5M |
+$36.1M |
LBRDK, MCHP, META, COR, EPD
|
13F-HR |
2/14/2020, 11:23 AM |
Q3 2019 |
35 |
$351M |
+$56.3M |
-$67.2M |
-$10.9M |
LBRDK, CHKP, MCHP, COR, META
|
13F-HR |
11/14/2019, 06:15 AM |
Q2 2019 |
35 |
$355M |
+$103M |
-$119M |
-$15.5M |
LBRDK, META, COR, CMCSA, SONY
|
13F-HR |
8/14/2019, 11:23 AM |
Q1 2019 |
36 |
$351M |
+$52.7M |
-$107M |
-$54.1M |
LBRDK, KMI, CMCSA, INXN, MRVL
|
13F-HR |
5/15/2019, 04:10 PM |
Q4 2018 |
42 |
$351M |
+$110M |
-$46.5M |
+$63.9M |
KMI, CMCSA, ZAYO, LBRDK, PANW
|
13F-HR |
2/14/2019, 10:01 AM |
Q3 2018 |
38 |
$307M |
+$59M |
-$61.9M |
-$2.92M |
CMCSA, KMI, INXN, LBRDK, AMT
|
13F-HR |
11/14/2018, 12:20 PM |
Q2 2018 |
40 |
$316M |
+$65.1M |
-$67.9M |
-$2.78M |
CMCSA, KMI, AMT, INXN, LBRDK
|
13F-HR |
8/14/2018, 11:15 AM |
Q1 2018 |
43 |
$301M |
+$79.8M |
-$57.5M |
+$22.3M |
PANW, INXN, CMCSA, AMT, KMI
|
13F-HR |
5/15/2018, 04:35 PM |
Q4 2017 |
42 |
$276M |
+$58.5M |
-$72.8M |
-$14.3M |
GOOGL, PYPL, PANW, INXN, AMT
|
13F-HR |
2/14/2018, 02:59 PM |
Q3 2017 |
39 |
$267M |
+$61.9M |
-$52.4M |
+$9.48M |
PYPL, TRIP, PANW, GOOGL, VMW
|
13F-HR |
11/14/2017, 10:53 AM |
Q2 2017 |
41 |
$239M |
+$47.8M |
-$80.5M |
-$32.7M |
PYPL, LBRDK, MSFT, PANW, INXN
|
13F-HR |
8/14/2017, 12:57 PM |
Q1 2017 |
43 |
$262M |
+$83M |
-$60.3M |
+$22.7M |
LBRDK, PYPL, VMW, MSFT, INXN
|
13F-HR |
5/15/2017, 12:09 PM |
Q4 2016 |
45 |
$228M |
+$69.8M |
-$42.8M |
+$27M |
LBRDK, VMW, PYPL, INXN, MSFT
|
13F-HR |
2/14/2017, 12:33 PM |
Q3 2016 |
46 |
$196M |
+$38.1M |
-$42M |
-$3.99M |
LBRDK, PYPL, VMW, CMCSA, BLOX
|
13F-HR |
11/14/2016, 07:51 AM |
Q2 2016 |
49 |
$181M |
+$39.9M |
-$37.7M |
+$2.17M |
LBRDK, LQDT, PYPL, VMW, INXN
|
13F-HR |
8/15/2016, 10:30 AM |
Q1 2016 |
44 |
$171M |
+$57.2M |
-$45.2M |
+$12.1M |
LBRDK, PYPL, DFRG, LQDT, VMW
|
13F-HR |
5/16/2016, 03:52 PM |
Q4 2015 |
44 |
$152M |
+$40.1M |
-$52.6M |
-$12.5M |
DFRG, PYPL, LBRDK, QCOM, GOOGL
|
13F-HR |
2/12/2016, 01:27 PM |
Q3 2015 |
43 |
$156M |
+$57.5M |
-$32M |
+$25.4M |
LBRDK, DFRG, PEGA, PYPL, EMC
|
13F-HR |
11/13/2015, 12:11 PM |
Q2 2015 |
44 |
$147M |
+$40.5M |
-$28.3M |
+$12.2M |
LBRDK, MGI, LKQ, PEGA, DFRG
|
13F-HR |
8/14/2015, 09:48 AM |
Q1 2015 |
44 |
$131M |
+$37.2M |
-$19.3M |
+$17.9M |
LBRDK, PEGA, EBAY, NILE, ENTG
|
Restatement |
5/15/2015, 05:28 PM |
Q4 2014 |
45 |
$79.4M |
+$22.6M |
-$17.2M |
+$5.36M |
PEGA, EBAY, LXFR, AAPL, MG
|
13F-HR |
2/13/2015, 09:52 AM |
Q3 2014 |
44 |
$130M |
+$61.6M |
-$14.9M |
+$46.7M |
NILE, PEGA, BLOX, EBAY, CTCT
|
13F-HR |
11/14/2014, 06:08 AM |
Q2 2014 |
47 |
$83.8M |
+$38.1M |
-$28.8M |
+$9.28M |
PEGA, MG, LPSN, MGI, DHX
|
13F-HR |
8/14/2014, 12:21 PM |
Q1 2014 |
51 |
$80.8M |
+$37.3M |
-$37.4M |
-$56.8K |
LXFR, ATVI, BTU, MSFT, AAPL
|
13F-HR |
5/15/2014, 12:14 PM |
Q4 2013 |
50 |
$77.9M |
$0 |
$0 |
|
EMC, GOOGL, ATVI, LXFR, MSFT
|
13F-HR |
2/14/2014, 01:33 PM |