| Q2 2024 |
27 |
$232M |
+$93.3M |
-$35.1M |
+$58.2M |
ZUO, GEV, SFIX, MSFT, BSTZ
|
13F-HR |
8/14/2024, 04:10 PM |
| Q1 2024 |
25 |
$161M |
+$74.5M |
-$99.4M |
-$24.9M |
BLMN, MSFT, CXM, SFIX, BSTZ
|
13F-HR |
5/15/2024, 04:01 PM |
| Q4 2023 |
24 |
$183M |
+$58.3M |
-$43.3M |
+$15M |
AYX, CRC, ADX, MSFT, CXM
|
13F-HR |
2/14/2024, 04:08 PM |
| Q3 2023 |
23 |
$151M |
+$43.9M |
-$37M |
+$6.96M |
AYX, MODG, CRC, MSFT, YELP
|
13F-HR |
11/14/2023, 04:02 PM |
| Q2 2023 |
26 |
$157M |
+$36.2M |
-$34.8M |
+$1.43M |
MODG, SFIX, CRC, MSFT, ZUO
|
13F-HR |
8/14/2023, 03:56 PM |
| Q1 2023 |
25 |
$149M |
+$37.4M |
-$64.6M |
-$27.2M |
SFIX, MODG, CRC, ZUO, MSFT
|
13F-HR |
5/15/2023, 04:06 PM |
| Q4 2022 |
28 |
$151M |
+$35.1M |
-$26.6M |
+$8.57M |
GOOG, MODG, SGML, YEXT, AMZN
|
13F-HR |
2/14/2023, 03:58 PM |
| Q3 2022 |
48 |
$146M |
+$44.5M |
-$35.4M |
+$9.12M |
GOOG, SGML, MODG, AMZN, MSFT
|
13F-HR |
11/14/2022, 04:51 PM |
| Q2 2022 |
52 |
$150M |
+$26.7M |
-$116M |
-$89M |
GOOG, MODG, AMZN, GEN, SGML
|
13F-HR |
8/15/2022, 04:08 PM |
| Q1 2022 |
57 |
$298M |
+$111M |
-$120M |
-$9.04M |
GOOG, GEN, AMZN, ZEN, MODG
|
13F-HR |
5/16/2022, 04:00 PM |
| Q4 2021 |
68 |
$335M |
+$51.4M |
-$86.6M |
-$35.2M |
GOOG, GEN, AMZN, MODG, META
|
13F-HR |
2/14/2022, 04:37 PM |
| Q3 2021 |
82 |
$380M |
+$79.3M |
-$99.5M |
-$20.2M |
GOOG, GEN, AMZN, CZR, BALY
|
13F-HR |
11/15/2021, 03:55 PM |
| Q2 2021 |
96 |
$406M |
+$102M |
-$146M |
-$43.6M |
GEN, GOOG, AMZN, MODG, SSTK
|
13F-HR |
8/16/2021, 03:54 PM |
| Q1 2021 |
105 |
$418M |
+$168M |
-$137M |
+$31.1M |
GOOG, GEN, BOX, AMZN, MODG
|
13F-HR |
5/17/2021, 04:35 PM |
| Q4 2020 |
67 |
$364M |
+$117M |
-$65.2M |
+$52.2M |
ZG, AMZN, GEN, GOOG, MP
|
13F-HR |
2/16/2021, 04:48 PM |
| Q3 2020 |
53 |
$269M |
+$81M |
-$48.8M |
+$32.3M |
AMZN, ZG, BOX, GOOG, META
|
13F-HR |
11/16/2020, 04:10 PM |
| Q2 2020 |
44 |
$208M |
+$85.9M |
-$63M |
+$22.9M |
BOX, AMZN, FVRR, GOOG, VRSN
|
13F-HR |
8/14/2020, 11:41 AM |
| Q1 2020 |
45 |
$138M |
+$56.9M |
-$67.3M |
-$10.4M |
BOX, AMZN, VRSN, GOOG, TWTR
|
13F-HR |
5/15/2020, 01:18 PM |
| Q4 2019 |
43 |
$181M |
+$54.4M |
-$49.1M |
+$5.3M |
MSGS, BOX, SFIX, ZEN, GEN
|
13F-HR |
2/14/2020, 03:49 PM |
| Q3 2019 |
48 |
$164M |
+$41.2M |
-$26.1M |
+$15.1M |
DBX, MSGS, BATRK, AMBA, RNG
|
13F-HR |
11/14/2019, 03:11 PM |
| Q2 2019 |
49 |
$165M |
+$43.4M |
-$44.4M |
-$983K |
MSGS, DBX, AMBA, BATRK, IPOA
|
13F-HR |
8/14/2019, 03:40 PM |
| Q1 2019 |
45 |
$161M |
+$51.4M |
-$50.9M |
+$463K |
BAND, AMBA, DBX, BATRK, IPOA
|
13F-HR |
5/15/2019, 12:30 PM |
| Q4 2018 |
44 |
$137M |
+$52.9M |
-$51.2M |
+$1.67M |
AMBA, P, IPOA, BATRK, BAND
|
13F-HR |
2/14/2019, 06:10 PM |
| Q3 2018 |
39 |
$152M |
+$54.1M |
-$48.2M |
+$5.86M |
P, AMBA, BAND, BATRK, SFLY
|
13F-HR |
11/14/2018, 03:58 PM |
| Q2 2018 |
44 |
$134M |
+$39M |
-$46.7M |
-$7.67M |
IPOA, ZAYO, P, META, AMZN
|
13F-HR |
8/14/2018, 12:57 PM |
| Q1 2018 |
49 |
$128M |
+$42.6M |
-$36.1M |
+$6.52M |
BOX, IPOA, AMZN, BATRK, META
|
13F-HR |
5/15/2018, 11:34 AM |
| Q4 2017 |
40 |
$114M |
+$26.7M |
-$35.4M |
-$8.77M |
BOX, IPOA, ISCA, CSOD, TRK
|
13F-HR |
2/14/2018, 12:19 PM |
| Q3 2017 |
36 |
$117M |
+$23M |
-$16.6M |
+$6.39M |
DECK, BOX, ISCA, CSOD, BATRK
|
13F-HR |
11/14/2017, 04:15 PM |
| Q2 2017 |
36 |
$104M |
+$15M |
-$31.9M |
-$16.9M |
ISCA, BOX, BATRK, RNG, TRK
|
13F-HR |
8/11/2017, 04:59 PM |
| Q1 2017 |
41 |
$109M |
+$29.8M |
-$31.5M |
-$1.67M |
ISCA, XPER, BATRK, BOX, CSOD
|
13F-HR |
5/15/2017, 04:25 PM |
| Q4 2016 |
43 |
$106M |
+$35.3M |
-$37.7M |
-$2.38M |
TSRA, ISCA, BBW, TRK, CSOD
|
13F-HR |
2/14/2017, 02:16 PM |
| Q3 2016 |
44 |
$107M |
+$21M |
-$38.6M |
-$17.6M |
TSRA, CVT, ISCA, CSOD, WIX
|
13F-HR |
11/14/2016, 10:33 AM |
| Q2 2016 |
40 |
$110M |
+$16.2M |
-$20.8M |
-$4.6M |
MKTO, TSRA, BBW, ISCA, CSOD
|
13F-HR |
8/12/2016, 01:51 PM |
| Q1 2016 |
34 |
$105M |
+$24.2M |
-$16.3M |
+$7.88M |
TSRA, MKTO, BBW, ISCA, TRK
|
13F-HR |
5/11/2016, 02:05 PM |
| Q4 2015 |
34 |
$101M |
$0 |
$0 |
|
TSRA, ISCA, BBW, BLOX, TRK
|
13F-HR |
2/10/2016, 06:46 PM |