Q1 2024 |
16 |
$256 M |
+$4.49 M |
-$240 M |
-$235 M |
AVGO, NU, NABL, SWI, MDGL
|
13F-HR |
5/3/2024, 04:38 PM |
Q4 2023 |
20 |
$438 M |
+$113 M |
-$108 M |
+$4.5 M |
KDP, NU, MDGL, AVGO, NABL
|
13F-HR |
2/2/2024, 04:45 PM |
Q3 2023 |
22 |
$381 M |
+$61.8 M |
-$17.7 M |
+$44.1 M |
KDP, NU, NABL, SWI, DASH
|
13F-HR |
11/3/2023, 04:38 PM |
Q2 2023 |
24 |
$365 M |
+$28.3 M |
-$53.3 M |
-$25 M |
KDP, NABL, NU, RBLX, SWI
|
13F-HR |
8/4/2023, 04:35 PM |
Q1 2023 |
22 |
$380 M |
+$38.4 M |
-$63.4 M |
-$25 M |
KDP, NABL, RBLX, SQSP, NU
|
13F-HR |
5/5/2023, 04:56 PM |
Q4 2022 |
21 |
$369 M |
+$79.4 M |
-$22.3 M |
+$57.1 M |
KDP, DDOG, ZI, NABL, SWI
|
13F-HR |
2/10/2023, 05:06 PM |
Q3 2022 |
30 |
$346 M |
+$67.9 M |
-$17.7 M |
+$50.2 M |
KDP, DDOG, ZI, ABNB, RBLX
|
13F-HR |
11/10/2022, 05:02 PM |
Q2 2022 |
24 |
$296 M |
+$61.2 M |
-$10.3 M |
+$50.9 M |
KDP, DDOG, ABNB, RBLX, DNUT
|
13F-HR |
8/12/2022, 04:49 PM |
Q1 2022 |
25 |
$312 M |
+$73.4 M |
-$1.82 M |
+$71.6 M |
KDP, DDOG, U, ABNB, DNUT
|
13F-HR |
5/13/2022, 04:48 PM |
Q4 2021 |
21 |
$271 M |
+$67.4 M |
-$67 M |
+$461 K |
KDP, DDOG, DNUT, PATH, U
|
13F-HR |
2/11/2022, 04:58 PM |
Q3 2021 |
19 |
$255 M |
+$75 M |
-$11.8 M |
+$63.2 M |
KDP, RBLX, PATH, FTCHF, DNUT
|
13F-HR |
11/12/2021, 05:09 PM |
Q2 2021 |
14 |
$203 M |
+$36.3 M |
-$48.6 M |
-$12.3 M |
KDP, RBLX, FTCHF, PATH, DELL
|
13F-HR |
8/12/2021, 05:20 PM |
Q1 2021 |
17 |
$201 M |
+$64.1 M |
-$31.9 M |
+$32.2 M |
KDP, DDOG, RBLX, CRWD, NARI
|
13F-HR |
5/14/2021, 04:47 PM |
Q4 2020 |
6 |
$154 M |
+$97.6 M |
-$18.3 M |
+$79.3 M |
KDP, WORK, UBER, DDOG, NET
|
13F-HR |
2/12/2021, 05:07 PM |
Q3 2020 |
11 |
$62.3 M |
+$37 M |
-$19.6 M |
+$17.4 M |
KDP, WORK, ONEM, TWST, PS
|
13F-HR |
11/13/2020, 05:20 PM |
Q2 2020 |
8 |
$47.3 M |
+$19.7 M |
-$70.6 M |
-$50.9 M |
WORK, KDP, CRWD, GH, PHR
|
13F-HR |
8/13/2020, 05:08 PM |
Q1 2020 |
19 |
$88.5 M |
+$22.8 M |
-$44.6 M |
-$21.9 M |
DDOG, WORK, ESTC, FTCHF, SMAR
|
13F-HR |
5/13/2020, 04:42 PM |
Q4 2019 |
27 |
$118 M |
+$40.4 M |
-$12.6 M |
+$27.8 M |
ESTC, WORK, DDOG, DOCU, FTCHF
|
13F-HR |
2/13/2020, 05:15 PM |
Q3 2019 |
23 |
$81.3 M |
+$24.9 M |
-$25.5 M |
-$612 K |
SMAR, DOCU, ESTC, FTCHF, AYX
|
13F-HR |
11/13/2019, 04:56 PM |
Q2 2019 |
29 |
$104 M |
+$56.1 M |
-$26.5 M |
+$29.6 M |
FTCHF, AYX, PS, DOCU, SMAR
|
13F-HR |
8/13/2019, 05:04 PM |
Q1 2019 |
27 |
$73.7 M |
+$40.8 M |
-$11.1 M |
+$29.7 M |
SMAR, DOCU, TPIC, SQ, AYX
|
13F-HR |
5/13/2019, 05:21 PM |
Q4 2018 |
23 |
$34.8 M |
+$18.9 M |
-$22.4 M |
-$3.56 M |
MSFT, YEXT, TPIC, SFIX, SQ
|
13F-HR |
2/14/2019, 02:55 PM |
Q3 2018 |
18 |
$46.8 M |
+$31.7 M |
-$12 M |
+$19.6 M |
MDB, AYX, SFIX, YEXT, SGU
|
13F-HR |
11/13/2018, 05:21 PM |
Q2 2018 |
10 |
$24 M |
+$18.9 M |
-$6.2 M |
+$12.7 M |
ZAYO, SFIX, SGU, SPOT, PPDF
|
13F-HR |
8/14/2018, 05:07 PM |
Q1 2018 |
7 |
$11.1 M |
+$6.3 M |
-$23.8 M |
-$17.5 M |
OKTA, SGU, AIMT, ROKU, PRTS
|
13F-HR |
5/14/2018, 05:19 PM |
Q4 2017 |
9 |
$28 M |
+$6.86 M |
-$3.87 M |
+$2.98 M |
MULE, COUP, CTRP, META, AIMT
|
13F-HR |
2/14/2018, 04:55 PM |
Q3 2017 |
6 |
$23.7 M |
+$23.7 M |
$0 |
+$23.7 M |
COUP, MULE, META, PRTS, FANG
|
13F-HR |
11/13/2017, 03:42 PM |
Q2 2017 |
0 |
$0 |
$0 |
-$32.3 M |
-$32.3 M |
|
13F-HR |
8/11/2017, 04:53 PM |
Q1 2017 |
17 |
$32.3 M |
+$13.3 M |
-$12.2 M |
+$1.14 M |
TEAMXXXX, CTRP, FIT, CBOE, CUDA
|
13F-HR |
5/11/2017, 05:14 PM |
Q4 2016 |
15 |
$28.3 M |
+$10.6 M |
-$17.8 M |
-$7.26 M |
TEAMXXXX, BATS, FIT, NTRA, JD
|
13F-HR |
2/10/2017, 07:08 PM |
Q3 2016 |
16 |
$40.1 M |
+$19.1 M |
-$34.6 M |
-$15.5 M |
TEAMXXXX, AR, AGIO, BNFT, ETSY
|
13F-HR |
11/14/2016, 04:45 PM |
Q2 2016 |
26 |
$50.5 M |
+$35.2 M |
-$34.7 M |
+$467 K |
CDW, TEAMXXXX, ETSY, AR, SAGE
|
13F-HR |
8/10/2016, 05:28 PM |
Q1 2016 |
28 |
$52.4 M |
+$7.99 M |
-$9.49 M |
-$1.5 M |
FIS, LC, ETSY, ZEN, SAGE
|
13F-HR |
5/13/2016, 05:03 PM |
Q4 2015 |
29 |
$60.2 M |
+$31.9 M |
-$23.6 M |
+$8.37 M |
FIS, ZAYO, LC, SAGE, ZEN
|
13F-HR |
2/12/2016, 04:56 PM |
Q3 2015 |
28 |
$50.8 M |
+$21.1 M |
-$30 M |
-$8.86 M |
HUBS, LC, ZEN, OPHT, SAGE
|
13F-HR |
11/13/2015, 04:48 PM |
Q2 2015 |
23 |
$71.9 M |
+$42.3 M |
-$17.7 M |
+$24.6 M |
META, AGIO, OPHT, RCPT, BLUE
|
13F-HR |
8/14/2015, 12:12 PM |
Q1 2015 |
22 |
$46.2 M |
+$20.3 M |
-$18.3 M |
+$2.04 M |
META, CRTO, AGIO, TTOO, OPHT
|
13F-HR |
5/15/2015, 04:18 PM |
Q4 2014 |
16 |
$40.4 M |
+$20.4 M |
-$11.3 M |
+$9.1 M |
META, OPHT, VIPS, GRUBXXXX, KYTH
|
13F-HR |
2/17/2015, 02:28 PM |
Q3 2014 |
19 |
$32.1 M |
+$25.1 M |
-$20.4 M |
+$4.68 M |
META, OPHT, NMBL, QLYS, WAGE
|
13F-HR |
11/14/2014, 03:48 PM |
Q2 2014 |
19 |
$28.1 M |
+$10.6 M |
-$27.6 M |
-$16.9 M |
NUAN, LPLA, OPHT, TWTR, CUDA
|
13F-HR |
8/14/2014, 02:17 PM |
Q1 2014 |
13 |
$43.4 M |
+$3.25 M |
-$29.9 M |
-$26.6 M |
NUAN, LPLA, GMED, PCRX, VIPS
|
13F-HR |
5/15/2014, 09:48 AM |
Q4 2013 |
14 |
$61.6 M |
+$16.8 M |
-$77.7 M |
-$60.9 M |
NUAN, LPLA, GMED, ENTA, PCRX
|
13F-HR |
2/14/2014, 12:24 PM |
Q2 2013 |
21 |
$105 M |
+$57.7 M |
-$29.2 M |
+$28.5 M |
RNDY, NUAN, NOW, LPLA, ENTA
|
13F-HR |
2/14/2014, 11:23 AM |
Q1 2013 |
21 |
$71 M |
+$12.6 M |
-$11.4 M |
+$1.12 M |
RNDY, ZNGA, WFM, NUAN, META
|
13F-HR |
2/14/2014, 11:26 AM |
Q4 2012 |
17 |
$63.2 M |
$0 |
$0 |
|
META, RNDY, WFM, NUAN, ZNGA
|
13F-HR |
2/14/2014, 11:27 AM |