Q3 2024 |
20 |
$41.2M |
+$19M |
-$9.93M |
+$9.06M |
CPAY, NCNO, CFLT, CWH, BILL
|
13F-HR |
11/14/2024, 02:30 PM |
Q2 2024 |
19 |
$29.2M |
+$7.81M |
-$13.7M |
-$5.92M |
CPAY, BILL, CCCS, CWH, CDLX
|
13F-HR |
8/14/2024, 02:43 PM |
Q1 2024 |
23 |
$49.9M |
+$24.3M |
-$29.6M |
-$5.33M |
CPAY, HGV, RXO, BILL, LAW
|
13F-HR |
5/15/2024, 03:21 PM |
Q4 2023 |
26 |
$53.8M |
+$18.2M |
-$5.11M |
+$13.1M |
FLT, TOST, HGV, JD, LSPD
|
13F-HR |
2/14/2024, 04:04 PM |
Q3 2023 |
25 |
$39.1M |
+$14.3M |
-$9.66M |
+$4.68M |
FLT, CDLX, TOST, PLNT, RH
|
13F-HR |
11/14/2023, 01:47 PM |
Q2 2023 |
20 |
$35.4M |
+$11.2M |
-$16.4M |
-$5.2M |
FLT, LSPD, ASAN, FTCHF, SE
|
13F-HR |
8/14/2023, 01:48 PM |
Q1 2023 |
19 |
$39.8M |
+$11.5M |
-$8.38M |
+$3.16M |
FLT, BILL, CFLT, LSPD, IAC
|
13F-HR |
5/15/2023, 01:46 PM |
Q4 2022 |
19 |
$34.3M |
+$13.9M |
-$38.4M |
-$24.5M |
FLT, BILL, IAC, LSPD, CFLT
|
13F-HR |
2/14/2023, 12:54 PM |
Q3 2022 |
23 |
$60.5M |
+$36.4M |
-$10.6M |
+$25.9M |
ASND, WRBY, TOST, LSPD, FLT
|
13F-HR |
11/14/2022, 01:46 PM |
Q2 2022 |
20 |
$37M |
+$18.2M |
-$47M |
-$28.8M |
FLT, PENN, LSPD, RH, TOST
|
13F-HR |
8/15/2022, 02:59 PM |
Q1 2022 |
30 |
$85.3M |
+$59M |
-$52.2M |
+$6.83M |
TOST, CVNA, COIN, ASND, LSPD
|
13F-HR |
5/16/2022, 02:32 PM |
Q4 2021 |
25 |
$90.8M |
+$43.6M |
-$142M |
-$98M |
LFG, LSPD, TOST, CHWY, NMIH
|
13F-HR |
2/14/2022, 01:51 PM |
Q3 2021 |
27 |
$216M |
+$99.5M |
-$303M |
-$204M |
LSPD, CHWY, CDLX, NMIH, WGS
|
13F-HR |
11/15/2021, 02:47 PM |
Q2 2021 |
60 |
$448M |
+$186M |
-$154M |
+$32.1M |
NMIH, CDLX, CHWY, FSLY, CMLFU
|
13F-HR |
8/16/2021, 01:59 PM |
Q1 2021 |
55 |
$411M |
+$190M |
-$359M |
-$168M |
NMIH, CHWY, FSLY, CDLX, CMLFU
|
13F-HR |
5/17/2021, 03:09 PM |
Q4 2020 |
65 |
$585M |
+$326M |
-$86M |
+$240M |
FLT, CHWY, NMIH, CDLX, FSLY
|
13F-HR |
2/16/2021, 02:03 PM |
Q3 2020 |
47 |
$286M |
+$174M |
-$63.7M |
+$110M |
FLT, FSLY, NMIH, CHWY, CDLX
|
13F-HR |
11/16/2020, 03:00 PM |
Q2 2020 |
28 |
$163M |
+$137M |
-$24.7M |
+$112M |
FSLY, CHWY, FLT, SMAR, ZM
|
13F-HR |
8/14/2020, 02:00 PM |
Q1 2020 |
15 |
$37.1M |
+$29.8M |
-$106M |
-$76.4M |
FLT, CVNA, NMIH, MTN, RH
|
13F-HR |
5/15/2020, 01:59 PM |
Q4 2019 |
36 |
$118M |
+$83.5M |
-$13.8M |
+$69.8M |
THOR, PLAN, CHWY, MIME, WRLD
|
13F-HR |
2/14/2020, 02:02 PM |
Q3 2019 |
19 |
$39.7M |
+$20.9M |
-$29.8M |
-$8.91M |
MIME, TAST, PLAN, TSG, WVE
|
13F-HR |
11/14/2019, 01:59 PM |
Q2 2019 |
20 |
$55.6M |
+$29M |
-$49.8M |
-$20.7M |
TSG, TWOU, BKD, TAST, WVE
|
13F-HR |
8/14/2019, 02:10 PM |
Q1 2019 |
32 |
$84.5M |
+$58.3M |
-$17.6M |
+$40.7M |
CVNA, TSG, WVE, CARG, CWH
|
13F-HR |
5/15/2019, 03:14 PM |
Q4 2018 |
20 |
$40.9M |
+$22.5M |
-$21.2M |
+$1.27M |
WVE, CVNA, WRLD, TSG, DFRG
|
13F-HR |
2/14/2019, 02:11 PM |
Q3 2018 |
13 |
$50.7M |
+$20M |
-$51.5M |
-$31.5M |
WRLD, WVE, CWH, GDS, TSG
|
13F-HR |
11/14/2018, 02:00 PM |
Q2 2018 |
23 |
$81M |
+$62.2M |
-$16.5M |
+$45.8M |
CWH, CVNA, CZR, WVE, WRLD
|
13F-HR |
8/14/2018, 02:05 PM |
Q1 2018 |
13 |
$35.3M |
+$20.4M |
-$50.5M |
-$30.1M |
WVE, HUD, LILA, TTWO, JD
|
13F-HR |
5/15/2018, 02:05 PM |
Q4 2017 |
29 |
$65M |
$0 |
$0 |
|
WVE, REN, LILAK, CNX, AMC
|
13F-HR |
2/14/2018, 01:51 PM |