Q2 2024 |
48 |
$16.5M |
$0 |
$0 |
|
POWI, WOLF, BILL, PHG, DOMO
|
13F-HR |
8/15/2024, 03:13 PM |
Q1 2024 |
52 |
$61.4M |
+$7.33M |
-$5.96M |
+$1.36M |
WOLF, ROKU, KTOS, ZS, DOCU
|
13F-HR |
5/15/2024, 03:25 PM |
Q4 2023 |
52 |
$54.7M |
$0 |
$0 |
|
WOLF, KTOS, ZS, DOCU, CHGG
|
13F-HR |
2/14/2024, 03:11 PM |
Q3 2023 |
46 |
$69M |
+$4M |
-$9.88M |
-$5.87M |
WOLF, ROKU, KTOS, PANW, BILL
|
13F-HR |
11/14/2023, 02:32 PM |
Q2 2023 |
56 |
$83.3M |
+$1.44M |
-$8.29M |
-$6.85M |
ROKU, WOLF, NET, KTOS, PANW
|
13F-HR |
8/14/2023, 04:57 PM |
Q1 2023 |
46 |
$92.1M |
+$1.55M |
-$4.14M |
-$2.59M |
ROKU, WOLF, NET, ENPH, SEDG
|
13F-HR |
5/18/2023, 05:28 PM |
Q4 2022 |
43 |
$85.7M |
+$1.36M |
-$13M |
-$11.6M |
WOLF, ROKU, ENPH, CHGG, SEDG
|
13F-HR |
2/13/2023, 05:47 PM |
Q3 2022 |
42 |
$110M |
+$1.69M |
-$8.55M |
-$6.86M |
WOLF, ROKU, ENPH, SEDG, CHGG
|
13F-HR |
11/14/2022, 02:50 PM |
Q2 2022 |
46 |
$116M |
+$3.03M |
-$6.43M |
-$3.4M |
ROKU, WOLF, ENPH, SEDG, DOMO
|
13F-HR |
8/15/2022, 03:30 PM |
Q1 2022 |
47 |
$192M |
+$4.05M |
-$35.3M |
-$31.2M |
ROKU, WOLF, NET, DOMO, BILL
|
13F-HR |
5/12/2022, 06:28 PM |
Q4 2021 |
51 |
$262M |
+$23.5M |
-$46.4M |
-$22.9M |
ROKU, WOLF, ZS, NET, BILL
|
13F-HR |
2/14/2022, 08:43 PM |
Q3 2021 |
55 |
$335M |
+$12.4M |
-$23.4M |
-$11M |
ROKU, ZS, CHGG, DOMO, CREE
|
13F-HR |
11/12/2021, 05:24 PM |
Q2 2021 |
57 |
$398M |
+$2M |
-$28.5M |
-$26.5M |
ROKU, CHGG, DOCU, ZS, CREE
|
13F-HR |
8/13/2021, 03:14 PM |
Q1 2021 |
61 |
$357M |
+$26.7M |
-$17.4M |
+$9.36M |
ROKU, CHGG, CREE, PINS, ZS
|
13F-HR |
5/12/2021, 03:45 PM |
Q4 2020 |
55 |
$367M |
+$16.3M |
-$9.91M |
+$6.44M |
ROKU, CHGG, CREE, ZS, PINS
|
13F-HR |
2/12/2021, 06:03 PM |
Q3 2020 |
51 |
$252M |
+$4.17M |
-$13.6M |
-$9.39M |
ROKU, CHGG, ZS, CREE, PINS
|
13F-HR |
11/10/2020, 01:41 PM |
Q2 2020 |
48 |
$219M |
+$52.9M |
-$24.5M |
+$28.4M |
ROKU, CHGG, CREE, ZS, NTNX
|
13F-HR |
8/12/2020, 03:44 PM |
Q1 2020 |
45 |
$122M |
+$6.1M |
-$111M |
-$104M |
ROKU, CHGG, TWLO, CREE, NTNX
|
13F-HR |
5/15/2020, 02:08 PM |
Q4 2019 |
53 |
$257M |
+$204K |
-$20.1M |
-$19.9M |
ROKU, ANET, NTNX, TWLO, CHGG
|
13F-HR |
2/12/2020, 05:03 PM |
Q3 2019 |
54 |
$248M |
+$21.8M |
-$16.8M |
+$4.98M |
ROKU, ANET, TWLO, MSFT, NTNX
|
13F-HR |
11/7/2019, 04:30 PM |
Q2 2019 |
48 |
$260M |
+$28.3M |
-$27M |
+$1.24M |
ROKU, TWLO, ANET, MSFT, NFLX
|
13F-HR |
8/14/2019, 01:30 PM |
Q1 2019 |
46 |
$268M |
+$63.2M |
-$17.2M |
+$46M |
ANET, PHUN, TWLO, ROKU, META
|
13F-HR |
5/14/2019, 11:34 AM |
Q4 2018 |
48 |
$159M |
+$15.6M |
-$22.3M |
-$6.65M |
ANET, TWLO, ROKU, NTNX, NFLX
|
13F-HR |
2/14/2019, 03:45 PM |
Q3 2018 |
50 |
$212M |
+$6.06M |
-$25.8M |
-$19.7M |
ROKU, ANET, NTNX, NFLX, TWLO
|
13F-HR |
11/14/2018, 01:31 PM |
Q2 2018 |
50 |
$213M |
+$25.3M |
-$11.9M |
+$13.4M |
NTNX, ROKU, ANET, NFLX, META
|
13F-HR |
8/14/2018, 04:35 PM |
Q1 2018 |
52 |
$179M |
+$32M |
-$2.17M |
+$29.8M |
NTNX, ANET, ROKU, NFLX, AMZN
|
13F-HR |
5/14/2018, 12:50 PM |
Q4 2017 |
45 |
$136M |
+$8.68M |
-$6.97M |
+$1.71M |
NTNX, ANET, ROKU, META, NFLX
|
13F-HR |
2/12/2018, 05:27 PM |
Q3 2017 |
48 |
$113M |
+$9.62M |
-$6.62M |
+$3M |
NTNX, ANET, META, BABA, ROKU
|
13F-HR |
11/14/2017, 11:25 AM |
Q2 2017 |
46 |
$99.1M |
+$8.87M |
-$9.89M |
-$1.02M |
NTNX, ANET, META, BABA, NFLX
|
13F-HR |
8/14/2017, 01:06 PM |
Q1 2017 |
42 |
$92.6M |
+$821K |
-$8.55M |
-$7.73M |
ANET, NTNX, META, INVN, NFLX
|
13F-HR |
5/11/2017, 05:45 PM |
Q4 2016 |
45 |
$92.6M |
+$8.47M |
-$19.2M |
-$10.8M |
NTNX, ANET, META, INVN, NFLX
|
13F-HR |
2/14/2017, 03:51 PM |
Q3 2016 |
50 |
$109M |
+$23.5M |
-$19.7M |
+$3.74M |
NTNX, META, ANET, INVN, GOOG
|
13F-HR |
11/14/2016, 12:30 PM |
Q2 2016 |
50 |
$91.1M |
+$9.52M |
-$32.9M |
-$23.4M |
META, INVN, BIL, ANET, SHV
|
13F-HR |
8/15/2016, 04:41 PM |
Q1 2016 |
53 |
$116M |
+$19.5M |
-$22.3M |
-$2.74M |
MTSN, SHV, META, INVN, MINT
|
13F-HR |
5/13/2016, 04:06 PM |
Q4 2015 |
53 |
$130M |
+$1.6M |
-$8.97M |
-$7.36M |
MTSN, RUN, INVN, META, AAPL
|
13F-HR |
2/16/2016, 12:14 PM |
Q3 2015 |
52 |
$125M |
+$13.8M |
-$18.7M |
-$4.94M |
MTSN, INVN, RUN, AAPL, EQIX
|
13F-HR |
11/10/2015, 05:39 PM |
Q2 2015 |
55 |
$159M |
+$19.9M |
-$22.7M |
-$2.84M |
MTSN, INVN, QCOM, TWTR, AAPL
|
13F-HR |
8/11/2015, 05:07 PM |
Q1 2015 |
56 |
$159M |
+$7.45M |
-$28.9M |
-$21.4M |
MTSN, QCOM, LRCX, INVN, AAPL
|
13F-HR |
5/28/2015, 01:59 PM |
Q4 2014 |
55 |
$170M |
+$50.7M |
-$42.9M |
+$7.79M |
LRCX, QCOM, MTSN, NFLX, AAPL
|
13F-HR |
2/17/2015, 02:07 PM |
Q3 2014 |
57 |
$175M |
+$2.57M |
-$56.4M |
-$53.8M |
TWTR, MTSN, AAPL, AMZN, META
|
13F-HR |
11/12/2014, 05:21 PM |
Q2 2014 |
57 |
$214M |
+$27.6M |
-$17.9M |
+$9.74M |
META, TWTR, GTATQ, AAPL, MTSN
|
13F-HR |
8/14/2014, 01:55 PM |
Q1 2014 |
53 |
$215M |
+$19.6M |
-$447K |
+$19.1M |
TWTR, META, AAPL, GTATQ, AMZN
|
13F-HR |
5/14/2014, 05:49 PM |
Q4 2013 |
53 |
$202M |
$0 |
$0 |
|
TWTR, META, AAPL, AMZN, GOOGL
|
13F-HR |
2/13/2014, 12:16 PM |