Q3 2024 |
4 |
$3.47B |
$0 |
-$503M |
-$503M |
PWSC, JAMF, IAS, SMAR
|
13F-HR |
11/14/2024, 04:12 PM |
Q2 2024 |
34 |
$3.76B |
+$336M |
-$303M |
+$33.8M |
PWSC, JAMF, IAS, SMAR, SNPS
|
13F-HR |
8/14/2024, 10:57 AM |
Q1 2024 |
34 |
$3.74B |
+$224M |
-$149M |
+$75.8M |
PWSC, JAMF, IAS, SMAR, NOW
|
13F-HR |
5/15/2024, 04:13 PM |
Q4 2023 |
34 |
$4.09B |
+$69.4M |
-$357M |
-$287M |
PWSC, JAMF, IAS, HUBS, LSPD
|
13F-HR |
2/14/2024, 04:11 PM |
Q3 2023 |
33 |
$4B |
+$68M |
-$135M |
-$67M |
PWSC, JAMF, IAS, NOW, HUBS
|
13F-HR |
11/14/2023, 04:12 PM |
Q2 2023 |
32 |
$4.41B |
+$167M |
-$3.69B |
-$3.52B |
IAS, PWSC, JAMF, HUBS, PANW
|
13F-HR |
8/14/2023, 04:03 PM |
Q1 2023 |
32 |
$7.56B |
+$175M |
-$534M |
-$359M |
CVT, PWSC, IAS, JAMF, PANW
|
13F-HR |
5/15/2023, 04:45 PM |
Q4 2022 |
29 |
$6.53B |
+$44.1M |
-$420M |
-$376M |
CVT, PWSC, JAMF, IAS, KNBE
|
13F-HR |
2/14/2023, 04:32 PM |
Q3 2022 |
33 |
$6.23B |
+$142M |
-$69M |
+$73.4M |
CVT, PWSC, JAMF, IAS, KNBE
|
13F-HR |
11/14/2022, 04:38 PM |
Q2 2022 |
27 |
$5.81B |
+$87.9M |
-$3.12B |
-$3.03B |
CVT, JAMF, IAS, PWSC, KNBE
|
13F-HR |
8/15/2022, 04:27 PM |
Q1 2022 |
32 |
$11.5B |
+$77.4M |
-$253M |
-$176M |
MSP, CVT, JAMF, IAS, PWSC
|
13F-HR |
5/16/2022, 04:38 PM |
Q4 2021 |
32 |
$13.1B |
+$3.64B |
-$565M |
+$3.07B |
CVT, MSP, IAS, JAMF, PWSC
|
Restatement |
3/15/2022, 12:26 PM |
Q3 2021 |
38 |
$10.3B |
+$2.15B |
-$809M |
+$1.34B |
MSP, JAMF, IAS, PWSC, PING
|
13F-HR |
11/15/2021, 04:21 PM |
Q2 2021 |
35 |
$9.21B |
+$2.73B |
-$990M |
+$1.74B |
MSP, JAMF, IAS, PING, KNBE
|
Restatement |
11/19/2021, 08:55 AM |
Q1 2021 |
33 |
$6.87B |
+$191M |
-$319M |
-$128M |
MSP, JAMF, PING, STMP, UBER
|
13F-HR |
5/17/2021, 04:10 PM |
Q4 2020 |
35 |
$7.38B |
+$3.52B |
-$747M |
+$2.78B |
MSP, JAMF, PING, HUBS, ZEN
|
13F-HR |
2/16/2021, 05:09 PM |
Q3 2020 |
38 |
$5.18B |
+$3.36B |
-$633M |
+$2.73B |
JAMF, PING, UBER, TWLO, CRWD
|
13F-HR |
11/16/2020, 04:29 PM |
Q2 2020 |
33 |
$2.4B |
+$215M |
-$507M |
-$292M |
PING, UBER, CRWD, TWLO, TLND
|
13F-HR |
8/14/2020, 04:56 PM |
Q1 2020 |
31 |
$1.71B |
+$105M |
-$232M |
-$127M |
PING, ZEN, CRWD, MIME, MDLA
|
13F-HR |
5/15/2020, 04:21 PM |
Q4 2019 |
28 |
$2.19B |
+$265M |
-$90.2M |
+$175M |
PING, PLAN, ZEN, TLND, WIX
|
13F-HR |
2/14/2020, 04:30 PM |
Q3 2019 |
26 |
$1.53B |
+$1.24B |
-$202M |
+$1.04B |
PING, TLND, GPN, WIX, EB
|
13F-HR |
11/14/2019, 04:07 PM |
Q2 2019 |
29 |
$530M |
+$166M |
-$217M |
-$50.3M |
TLND, PS, RAMP, NEWR, CBLK
|
13F-HR |
8/14/2019, 04:13 PM |
Q1 2019 |
26 |
$585M |
+$301M |
-$635M |
-$333M |
TLND, SCOR, AVLR, PS, RAMP
|
13F-HR |
5/15/2019, 04:15 PM |
Q4 2018 |
23 |
$843M |
+$111M |
-$178M |
-$66.7M |
GPN, SCOR, APTI, TLND, RAMP
|
13F-HR |
2/14/2019, 04:02 PM |
Q3 2018 |
25 |
$1.11B |
+$134M |
-$120M |
+$14.1M |
GPN, SCOR, ACXM, SPOT, DBX
|
13F-HR |
11/14/2018, 04:15 PM |
Q2 2018 |
24 |
$988M |
+$145M |
-$132M |
+$12.6M |
GPN, SCOR, WP, INST, AVYAQ
|
13F-HR |
8/14/2018, 04:25 PM |
Q1 2018 |
29 |
$938M |
+$162M |
-$207M |
-$44.8M |
GPN, TLND, WP, ADSK, DXC
|
13F-HR |
5/15/2018, 04:01 PM |
Q4 2017 |
24 |
$880M |
+$93.3M |
-$117M |
-$23.5M |
GPN, DXC, INST, EPAY, APTI
|
13F-HR |
2/14/2018, 05:27 PM |
Q3 2017 |
23 |
$866M |
+$631M |
-$18.4M |
+$612M |
GPN, INST, HMHC, HAWK, CVLT
|
13F-HR |
11/14/2017, 04:36 PM |
Q2 2017 |
22 |
$243M |
+$70.9M |
-$36.9M |
+$34M |
INST, HMHC, CSRA, VRNT, HAWK
|
13F-HR |
8/14/2017, 04:19 PM |
Q1 2017 |
21 |
$190M |
+$67.9M |
-$128M |
-$60.3M |
INST, CSRA, VRNT, PTC, HAWK
|
13F-HR |
5/15/2017, 04:51 PM |
Q4 2016 |
23 |
$240M |
+$134M |
-$104M |
+$30.1M |
SCOR, HAWK, CVLT, CSRA, PTC
|
13F-HR |
2/14/2017, 04:59 PM |
Q3 2016 |
21 |
$216M |
+$29.9M |
-$69.4M |
-$39.5M |
BLOX, CVLT, HAWK, IMPV, ABCO
|
13F-HR |
11/14/2016, 05:21 PM |
Q2 2016 |
24 |
$218M |
+$57.8M |
-$53.5M |
+$4.38M |
BLOX, MKTO, PTC, RNG, CVLT
|
13F-HR |
8/15/2016, 05:07 PM |
Q1 2016 |
23 |
$184M |
+$91.5M |
-$34.2M |
+$57.3M |
BLOX, MKTO, CVLT, RNG, IMPV
|
13F-HR |
5/16/2016, 04:36 PM |
Q4 2015 |
25 |
$138M |
+$31.8M |
-$44.1M |
-$12.3M |
BCOV, IMPV, PFPT, BLOX, NEWR
|
13F-HR |
2/16/2016, 04:47 PM |
Q3 2015 |
29 |
$139M |
+$52M |
-$25.5M |
+$26.5M |
RNG, IMPV, BCOV, HIVE, ANET
|
13F-HR |
11/13/2015, 04:40 PM |
Q2 2015 |
26 |
$178M |
+$46.8M |
-$51M |
-$4.11M |
RP, RNG, BCOV, HIVE, IMPV
|
13F-HR |
8/14/2015, 06:06 PM |
Q1 2015 |
26 |
$175M |
+$33M |
-$15.4M |
+$17.6M |
RP, BCOV, BLOX, IMPV, RNG
|
13F-HR |
5/15/2015, 10:46 AM |
Q4 2014 |
20 |
$162M |
+$60.8M |
-$19.3M |
+$41.5M |
RP, BCOV, BLOX, JIVE, IMPV
|
13F-HR |
2/17/2015, 02:48 PM |
Q3 2014 |
11 |
$92.3M |
+$13.8M |
-$8.26M |
+$5.53M |
RP, BV, BCOV, IL, EXA
|
13F-HR |
11/14/2014, 09:45 AM |
Q2 2014 |
4 |
$117M |
+$31.1M |
-$6.66M |
+$24.4M |
RP, BV, IL, BCOV
|
13F-HR |
8/14/2014, 11:38 AM |
Q1 2014 |
2 |
$76.2M |
+$69.5M |
-$18.2M |
+$51.3M |
RP, DRIV
|
13F-HR |
5/15/2014, 11:45 AM |
Q4 2013 |
1 |
$26.4M |
$0 |
$0 |
|
DRIV
|
13F-HR |
2/14/2014, 12:32 PM |