Q2 2024 |
18 |
$1.3M |
+$1.14M |
-$5.15M |
-$4.01M |
MPWR, Z, TSLL, TSLA, SPOT
|
13F-HR |
8/14/2024, 04:06 PM |
Q1 2024 |
28 |
$5.1M |
+$2.1M |
-$27.6M |
-$25.5M |
MU, NVDA, IWM, SPOT, AMBA
|
13F-HR |
5/15/2024, 04:02 PM |
Q4 2023 |
55 |
$25.8M |
+$18.1M |
-$9.57M |
+$8.49M |
NVDA, SNOW, MU, ULTA, ARM
|
13F-HR |
2/14/2024, 04:15 PM |
Q3 2023 |
30 |
$16M |
+$5.28M |
-$36.6M |
-$31.3M |
NVDA, QQQ, TSLA, AYX, MU
|
13F-HR |
11/14/2023, 04:08 PM |
Q2 2023 |
54 |
$47.5M |
+$32.2M |
-$8.01M |
+$24.2M |
NVDA, BIDU, MPWR, MDB, CFLT
|
13F-HR |
8/14/2023, 03:31 PM |
Q1 2023 |
39 |
$20.9M |
+$20.2M |
-$24.8M |
-$4.62M |
NVDA, SPOT, BIDU, MPWR, HUBS
|
13F-HR |
5/12/2023, 06:00 PM |
Q4 2022 |
44 |
$25.3M |
+$24.4M |
-$389K |
+$24M |
SPY, QQQ, SPLK, IWM, FIVE
|
13F-HR |
2/14/2023, 02:24 PM |
Q3 2022 |
2 |
$1.35M |
+$389K |
-$1.2M |
-$814K |
QQQ, WK
|
13F-HR |
11/14/2022, 03:54 PM |
Q2 2022 |
1 |
$2.27M |
+$2.27M |
-$899K |
+$1.37M |
QQQ
|
13F-HR |
8/15/2022, 04:05 PM |
Q1 2022 |
3 |
$899K |
+$899K |
-$505K |
+$394K |
SPLK, ZEN, WAVD
|
13F-HR |
5/16/2022, 03:45 PM |
Q4 2021 |
1 |
$505K |
+$505K |
-$161K |
+$344K |
META
|
13F-HR |
2/14/2022, 04:33 PM |
Q3 2021 |
1 |
$161K |
$0 |
-$8M |
-$8M |
SECO
|
13F-HR |
11/15/2021, 04:26 PM |
Q2 2021 |
23 |
$8.46M |
+$6.65M |
-$2.79M |
+$3.86M |
NVDA, SOHU, SECO, ANET, CMTL
|
13F-HR |
8/16/2021, 03:49 PM |
Q1 2021 |
11 |
$4.72M |
+$3.25M |
-$13.3M |
-$10M |
LGHL, SECO, LTRPA, SOHU, AMAT
|
13F-HR |
5/17/2021, 04:53 PM |
Q4 2020 |
18 |
$14.3M |
+$8.53M |
-$15.3M |
-$6.82M |
BIDU, UBER, AMBA, MTSI, ANET
|
13F-HR |
2/16/2021, 04:05 PM |
Q3 2020 |
28 |
$19.3M |
+$16M |
-$17.2M |
-$1.16M |
Z, MSTR, PINS, SDCCQ, RH
|
13F-HR |
11/16/2020, 04:29 PM |
Q2 2020 |
35 |
$17.9M |
+$16.9M |
-$5.4M |
+$11.5M |
NVDA, AVAV, WDAY, SPLK, MPWR
|
13F-HR |
8/14/2020, 04:01 PM |
Q1 2020 |
6 |
$6.19M |
+$3.86M |
-$53.6M |
-$49.8M |
AMZN, NFLX, NVDA, DOCU, BIDU
|
13F-HR |
5/15/2020, 04:14 PM |
Q4 2019 |
62 |
$55.8M |
+$41.1M |
-$18.9M |
+$22.1M |
BABA, Z, AMAT, NVDA, SPLK
|
13F-HR |
2/14/2020, 03:16 PM |
Q3 2019 |
56 |
$29.7M |
+$19.9M |
-$34.9M |
-$15M |
SPY, NVDA, KLAC, MTSI, SPLK
|
13F-HR |
11/14/2019, 04:06 PM |
Q2 2019 |
78 |
$45.5M |
+$31.3M |
-$35.6M |
-$4.31M |
Z, SPOT, SHAK, TREE, ADBE
|
13F-HR |
8/14/2019, 04:03 PM |
Q1 2019 |
73 |
$48.3M |
+$47.3M |
-$4.24M |
+$43.1M |
ZEN, BABA, AVLR, TLND, PAGS
|
13F-HR |
5/15/2019, 04:12 PM |
Q4 2018 |
16 |
$5.02M |
+$3.07M |
-$66.2M |
-$63.1M |
MLNX, TSLA, HDP, NTES, CLDR
|
13F-HR |
2/14/2019, 03:53 PM |
Q3 2018 |
83 |
$69.5M |
+$53.6M |
-$29.2M |
+$24.4M |
SPLK, CRM, TLND, TWLO, LULU
|
13F-HR |
11/14/2018, 04:02 PM |
Q2 2018 |
45 |
$43.1M |
+$28.7M |
-$14.5M |
+$14.3M |
PYPL, PANW, ZEN, LTRPA, MLNX
|
13F-HR |
8/14/2018, 04:13 PM |
Q1 2018 |
20 |
$25.1M |
+$15.3M |
-$18.1M |
-$2.8M |
PANW, ZEN, CRM, TWLO, WDAY
|
13F-HR |
5/15/2018, 04:09 PM |
Q4 2017 |
27 |
$26M |
+$11.1M |
-$93M |
-$81.8M |
GS, AAPL, MLNX, ZEN, CRM
|
13F-HR |
2/14/2018, 05:54 PM |
Q3 2017 |
112 |
$107M |
+$65M |
-$27.5M |
+$37.5M |
BIDU, CRM, PANW, SINA, WDAY
|
13F-HR |
11/14/2017, 04:56 PM |
Q2 2017 |
57 |
$65M |
+$31.6M |
-$71.4M |
-$39.8M |
Z, CRM, BABA, PANW, WDAY
|
13F-HR |
8/14/2017, 04:49 PM |
Q1 2017 |
89 |
$99.2M |
+$76.1M |
-$49.1M |
+$27M |
GS, CRM, BABA, MU, MOMO
|
13F-HR |
5/15/2017, 05:00 PM |
Q4 2016 |
53 |
$68.2M |
+$44.5M |
-$96.7M |
-$52.2M |
Z, NFLX, SHAK, MU, WDC
|
13F-HR |
2/14/2017, 04:17 PM |
Q3 2016 |
71 |
$120M |
+$89.2M |
-$13.3M |
+$76M |
BABA, GOOGL, META, AMAT, SINA
|
13F-HR |
11/14/2016, 05:26 PM |
Q2 2016 |
40 |
$38.4M |
+$13M |
-$74.1M |
-$61M |
BABA, CRM, META, AMAT, Z
|
13F-HR |
8/15/2016, 04:08 PM |
Q1 2016 |
58 |
$99.6M |
+$66.7M |
-$38.7M |
+$28M |
FEYE, PYPL, BABA, GOOGL, BIDU
|
13F-HR |
5/16/2016, 04:04 PM |
Q4 2015 |
59 |
$72.3M |
+$63.3M |
-$11.5M |
+$51.8M |
TSLA, ADBE, DATA, CRM, BIDU
|
13F-HR |
2/16/2016, 04:33 PM |
Q3 2015 |
22 |
$19.7M |
+$13.6M |
-$99.6M |
-$86M |
SPY, IMI, P, CRM, GOOGL
|
13F-HR |
11/16/2015, 04:12 PM |
Q2 2015 |
48 |
$116M |
+$49.3M |
-$122M |
-$72.3M |
SINA, GPRO, FEYE, MLNX, SPLK
|
13F-HR |
8/14/2015, 04:10 PM |
Q1 2015 |
66 |
$179M |
+$117M |
-$77.7M |
+$39.7M |
TWTR, AMZN, META, CRM, GRUB
|
13F-HR |
5/15/2015, 04:05 PM |
Q4 2014 |
79 |
$131M |
+$88.5M |
-$64.7M |
+$23.8M |
RUBI, TRAK, MLNX, AMZN, GPRO
|
13F-HR |
2/17/2015, 04:14 PM |
Q3 2014 |
43 |
$104M |
+$39.3M |
-$108M |
-$68.5M |
ARUN, META, PANW, RUBI, TWTR
|
13F-HR |
11/14/2014, 04:05 PM |
Q2 2014 |
81 |
$167M |
+$144M |
-$19.6M |
+$124M |
PANW, AMZN, ARUN, META, YELP
|
13F-HR |
8/14/2014, 04:04 PM |
Q1 2014 |
16 |
$43.8M |
+$32.8M |
-$33.5M |
-$635K |
MLNX, ARUN, INVN, MM, NVDA
|
13F-HR |
5/15/2014, 04:00 PM |
Q4 2013 |
42 |
$42.7M |
$0 |
$0 |
|
PANW, ARUN, SINA, BIDU, GOOGL
|
13F-HR |
2/14/2014, 04:00 PM |