Q3 2024 |
14 |
$169M |
+$50.5M |
-$111M |
-$60.1M |
NABL, SWI, CART, PDD, AVGO
|
13F-HR |
11/8/2024, 04:55 PM |
Q2 2024 |
16 |
$279M |
+$46.8M |
-$33.2M |
+$13.7M |
PDD, AVGO, NABL, NU, SWI
|
13F-HR |
8/9/2024, 04:45 PM |
Q1 2024 |
16 |
$256M |
+$4.49M |
-$240M |
-$235M |
AVGO, NU, NABL, SWI, MDGL
|
13F-HR |
5/3/2024, 04:38 PM |
Q4 2023 |
20 |
$438M |
+$113M |
-$108M |
+$4.5M |
KDP, NU, MDGL, AVGO, NABL
|
13F-HR |
2/2/2024, 04:45 PM |
Q3 2023 |
22 |
$381M |
+$61.8M |
-$17.7M |
+$44.1M |
KDP, NU, NABL, SWI, DASH
|
13F-HR |
11/3/2023, 04:38 PM |
Q2 2023 |
24 |
$365M |
+$28.3M |
-$53.3M |
-$25M |
KDP, NABL, NU, RBLX, SWI
|
13F-HR |
8/4/2023, 04:35 PM |
Q1 2023 |
22 |
$380M |
+$38.4M |
-$63.4M |
-$25M |
KDP, NABL, RBLX, SQSP, NU
|
13F-HR |
5/5/2023, 04:56 PM |
Q4 2022 |
21 |
$369M |
+$79.4M |
-$22.3M |
+$57.1M |
KDP, DDOG, ZI, NABL, SWI
|
13F-HR |
2/10/2023, 05:06 PM |
Q3 2022 |
30 |
$346M |
+$67.9M |
-$17.7M |
+$50.2M |
KDP, DDOG, ZI, ABNB, RBLX
|
13F-HR |
11/10/2022, 05:02 PM |
Q2 2022 |
24 |
$296M |
+$61.2M |
-$10.3M |
+$50.9M |
KDP, DDOG, ABNB, RBLX, DNUT
|
13F-HR |
8/12/2022, 04:49 PM |
Q1 2022 |
25 |
$298M |
+$73.4M |
-$1.82M |
+$71.6M |
KDP, DDOG, U, ABNB, RBLX
|
13F-HR |
5/13/2022, 04:48 PM |
Q4 2021 |
21 |
$271M |
+$67.4M |
-$67M |
+$461K |
KDP, DDOG, DNUT, PATH, U
|
13F-HR |
2/11/2022, 04:58 PM |
Q3 2021 |
20 |
$255M |
+$75M |
-$11.8M |
+$63.2M |
KDP, RBLX, PATH, FTCHF, DNUT
|
13F-HR |
11/12/2021, 05:09 PM |
Q2 2021 |
15 |
$203M |
+$36.3M |
-$48.6M |
-$12.3M |
KDP, RBLX, FTCHF, PATH, DELL
|
13F-HR |
8/12/2021, 05:20 PM |
Q1 2021 |
18 |
$201M |
+$64.1M |
-$31.9M |
+$32.2M |
KDP, DDOG, RBLX, CRWD, NARI
|
13F-HR |
5/14/2021, 04:47 PM |
Q4 2020 |
6 |
$154M |
+$97.6M |
-$18.3M |
+$79.3M |
KDP, WORK, UBER, DDOG, NET
|
13F-HR |
2/12/2021, 05:07 PM |
Q3 2020 |
11 |
$62.3M |
+$37M |
-$19.6M |
+$17.4M |
KDP, WORK, ONEM, TWST, PS
|
13F-HR |
11/13/2020, 05:20 PM |
Q2 2020 |
8 |
$47.3M |
+$19.7M |
-$69M |
-$49.3M |
WORK, KDP, CRWD, GH, PHR
|
13F-HR |
8/13/2020, 05:08 PM |
Q1 2020 |
19 |
$86.8M |
+$22.8M |
-$44.6M |
-$21.9M |
DDOG, WORK, ESTC, FTCHF, SMAR
|
13F-HR |
5/13/2020, 04:42 PM |
Q4 2019 |
27 |
$118M |
+$40.4M |
-$12.6M |
+$27.8M |
ESTC, WORK, DDOG, DOCU, FTCHF
|
13F-HR |
2/13/2020, 05:15 PM |
Q3 2019 |
23 |
$81.3M |
+$24.9M |
-$25.5M |
-$612K |
SMAR, DOCU, ESTC, FTCHF, AYX
|
13F-HR |
11/13/2019, 04:56 PM |
Q2 2019 |
29 |
$104M |
+$56.1M |
-$26.5M |
+$29.6M |
FTCHF, AYX, PS, DOCU, SMAR
|
13F-HR |
8/13/2019, 05:04 PM |
Q1 2019 |
27 |
$73.7M |
+$40.8M |
-$11.1M |
+$29.7M |
SMAR, DOCU, TPIC, SQ, AYX
|
13F-HR |
5/13/2019, 05:21 PM |
Q4 2018 |
23 |
$34.8M |
+$18.9M |
-$22.4M |
-$3.56M |
MSFT, YEXT, TPIC, SFIX, SQ
|
13F-HR |
2/14/2019, 02:55 PM |
Q3 2018 |
18 |
$46.8M |
+$31.7M |
-$12M |
+$19.6M |
MDB, AYX, SFIX, YEXT, SGU
|
13F-HR |
11/13/2018, 05:21 PM |
Q2 2018 |
10 |
$24M |
+$18.9M |
-$6.2M |
+$12.7M |
ZAYO, SFIX, SGU, SPOT, PPDF
|
13F-HR |
8/14/2018, 05:07 PM |
Q1 2018 |
7 |
$11.1M |
+$6.3M |
-$23.8M |
-$17.5M |
OKTA, SGU, AIMT, ROKU, PRTS
|
13F-HR |
5/14/2018, 05:19 PM |
Q4 2017 |
9 |
$28M |
+$6.86M |
-$3.87M |
+$2.98M |
MULE, COUP, CTRP, META, AIMT
|
13F-HR |
2/14/2018, 04:55 PM |
Q3 2017 |
6 |
$23.7M |
+$23.7M |
$0 |
+$23.7M |
COUP, MULE, META, PRTS, FANG
|
13F-HR |
11/13/2017, 03:42 PM |
Q2 2017 |
0 |
$0 |
$0 |
-$32.3M |
-$32.3M |
|
13F-HR |
8/11/2017, 04:53 PM |
Q1 2017 |
17 |
$32.3M |
+$13.3M |
-$12.2M |
+$1.14M |
TEAM, CTRP, FIT, CBOE, CUDA
|
13F-HR |
5/11/2017, 05:14 PM |
Q4 2016 |
15 |
$28.3M |
+$10.6M |
-$17.8M |
-$7.26M |
TEAM, BATS, FIT, NTRA, JD
|
13F-HR |
2/10/2017, 07:08 PM |
Q3 2016 |
16 |
$40.1M |
+$19.1M |
-$34.6M |
-$15.5M |
TEAM, AR, AGIO, BNFT, ETSY
|
13F-HR |
11/14/2016, 04:45 PM |
Q2 2016 |
26 |
$50.5M |
+$35.2M |
-$34.7M |
+$467K |
CDW, TEAM, ETSY, AR, SAGE
|
13F-HR |
8/10/2016, 05:28 PM |
Q1 2016 |
28 |
$52.4M |
+$7.99M |
-$9.49M |
-$1.5M |
FIS, LC, ETSY, ZEN, SAGE
|
13F-HR |
5/13/2016, 05:03 PM |
Q4 2015 |
29 |
$60.2M |
+$31.9M |
-$23.6M |
+$8.37M |
FIS, ZAYO, LC, SAGE, ZEN
|
13F-HR |
2/12/2016, 04:56 PM |
Q3 2015 |
28 |
$50.8M |
+$21.1M |
-$30M |
-$8.86M |
HUBS, LC, ZEN, OPHT, SAGE
|
13F-HR |
11/13/2015, 04:48 PM |
Q2 2015 |
24 |
$71.9M |
+$42.3M |
-$17.7M |
+$24.6M |
META, AGIO, OPHT, RCPT, BLUE
|
13F-HR |
8/14/2015, 12:12 PM |
Q1 2015 |
23 |
$46.2M |
+$20.3M |
-$18.3M |
+$2.04M |
META, CRTO, AGIO, TTOO, OPHT
|
13F-HR |
5/15/2015, 04:18 PM |
Q4 2014 |
16 |
$40.4M |
+$20.4M |
-$11.3M |
+$9.1M |
META, OPHT, VIPS, GRUB, KYTH
|
13F-HR |
2/17/2015, 02:28 PM |
Q3 2014 |
19 |
$32.1M |
+$25.1M |
-$20.4M |
+$4.68M |
META, OPHT, NMBL, QLYS, WAGE
|
13F-HR |
11/14/2014, 03:48 PM |
Q2 2014 |
19 |
$28.1M |
+$10.6M |
-$27.6M |
-$16.9M |
NUAN, LPLA, OPHT, TWTR, CUDA
|
13F-HR |
8/14/2014, 02:17 PM |
Q1 2014 |
13 |
$43.4M |
+$3.25M |
-$29.9M |
-$26.6M |
NUAN, LPLA, GMED, PCRX, VIPS
|
13F-HR |
5/15/2014, 09:48 AM |
Q4 2013 |
14 |
$61.6M |
+$16.8M |
-$77.7M |
-$60.9M |
NUAN, LPLA, GMED, ENTA, PCRX
|
13F-HR |
2/14/2014, 12:24 PM |
Q2 2013 |
21 |
$105M |
+$57.7M |
-$29.2M |
+$28.5M |
RNDY, NUAN, NOW, LPLA, ENTA
|
13F-HR |
2/14/2014, 11:23 AM |
Q1 2013 |
21 |
$71M |
+$12.6M |
-$11.4M |
+$1.12M |
RNDY, ZNGA, WFM, NUAN, META
|
13F-HR |
2/14/2014, 11:26 AM |
Q4 2012 |
17 |
$63.2M |
$0 |
$0 |
|
META, RNDY, WFM, NUAN, ZNGA
|
13F-HR |
2/14/2014, 11:27 AM |