| Q2 2024 |
150 |
$171M |
+$18.3M |
-$6.09M |
+$12.2M |
NVDA, MSFT, SMWB, AAPL, GOOGL
|
13F-HR |
8/9/2024, 03:54 PM |
| Q1 2024 |
155 |
$165M |
+$7.2M |
-$5.44M |
+$1.76M |
SMWB, MSFT, NVDA, AAPL, AMZN
|
13F-HR |
5/8/2024, 07:48 PM |
| Q4 2023 |
144 |
$148M |
+$11.1M |
-$8.63M |
+$2.49M |
MSFT, AAPL, U, SMWB, GOOGL
|
13F-HR |
2/9/2024, 04:15 PM |
| Q3 2023 |
128 |
$131M |
+$8.06M |
-$11.9M |
-$3.86M |
SMWB, MSFT, AAPL, U, GOOGL
|
13F-HR |
11/2/2023, 04:49 PM |
| Q2 2023 |
124 |
$143M |
+$5.29M |
-$5.66M |
-$373K |
U, AAPL, MSFT, SMWB, GOOGL
|
13F-HR |
8/7/2023, 03:04 PM |
| Q1 2023 |
120 |
$126M |
+$8.07M |
-$6.07M |
+$2.01M |
U, SMWB, AAPL, MSFT, GOOGL
|
13F-HR |
5/10/2023, 11:23 AM |
| Q4 2022 |
119 |
$111M |
+$63.2M |
-$66M |
-$2.87M |
U, SMWB, MSFT, AAPL, GOOGL
|
13F-HR |
2/8/2023, 06:03 PM |
| Q3 2022 |
44 |
$118M |
+$13.8M |
-$23.3M |
-$9.55M |
AMZN, MSFT, IS, AAPL, SMWB
|
13F-HR |
11/8/2022, 01:18 PM |
| Q2 2022 |
52 |
$142M |
+$29.9M |
-$34.4M |
-$4.45M |
AMZN, MSFT, SMWB, META, AAPL
|
13F-HR |
8/12/2022, 09:37 PM |
| Q1 2022 |
17 |
$246M |
+$8.62M |
-$14.3M |
-$5.64M |
AMZN, MSFT, META, SMWB, NOW
|
13F-HR |
5/10/2022, 10:27 AM |
| Q4 2021 |
22 |
$305M |
+$41M |
-$27.2M |
+$13.8M |
AMZN, META, MSFT, SMWB, IS
|
13F-HR |
2/11/2022, 04:32 PM |
| Q3 2021 |
21 |
$309M |
+$28.1M |
-$41.7M |
-$13.6M |
AMZN, IS, META, SMWB, NOW
|
13F-HR |
11/9/2021, 05:33 PM |
| Q2 2021 |
22 |
$313M |
+$99.3M |
-$23.6M |
+$75.7M |
IS, AMZN, META, SMWB, BABA
|
13F-HR |
8/9/2021, 08:03 PM |
| Q1 2021 |
19 |
$216M |
+$76.4M |
-$22.9M |
+$53.5M |
AMZN, META, BABA, GOOGL, NOW
|
13F-HR |
5/10/2021, 04:27 PM |
| Q4 2020 |
17 |
$160M |
$0 |
$0 |
|
BABA, AMZN, GOOGL, META, MSFT
|
13F-HR |
2/16/2021, 01:49 PM |