Q3 2024 |
15 |
$115M |
+$21.8M |
-$32.9M |
-$11.1M |
GRNT, TOST, RDDT, IONQ, INTA
|
13F-HR |
11/13/2024, 11:33 AM |
Q2 2024 |
20 |
$124M |
+$24.2M |
-$42.2M |
-$18M |
GRNT, TOST, OBDC, INTA, NU
|
13F-HR |
7/17/2024, 02:28 PM |
Q1 2024 |
17 |
$147M |
$0 |
$0 |
|
GRNT, OBDC, IONQ, NU, MNDY
|
New Holdings |
6/3/2024, 10:56 AM |
Q1 2024 |
17 |
$147M |
+$5.08M |
-$110M |
-$105M |
GRNT, OBDC, IONQ, NU, MNDY
|
13F-HR |
5/1/2024, 02:56 PM |
Q4 2023 |
26 |
$243M |
$0 |
$0 |
|
COIN, GRNT, OBDC, MNDY, IONQ
|
New Holdings |
6/3/2024, 10:38 AM |
Q4 2023 |
26 |
$243M |
+$96.9M |
-$37.7M |
+$59.2M |
COIN, GRNT, OBDC, MNDY, IONQ
|
13F-HR |
2/7/2024, 03:04 PM |
Q3 2023 |
31 |
$178M |
$0 |
$0 |
|
GRNT, OBDC, MNDY, IONQ, UBER
|
New Holdings |
6/3/2024, 10:30 AM |
Q3 2023 |
31 |
$178M |
+$38.5M |
-$81.4M |
-$42.9M |
GRNT, OBDC, MNDY, IONQ, UBER
|
13F-HR |
11/7/2023, 03:43 PM |
Q2 2023 |
53 |
$228M |
$0 |
$0 |
|
OBDC, DNB, GRNT, MNDY, IONQ
|
New Holdings |
6/3/2024, 09:55 AM |
Q2 2023 |
54 |
$228M |
+$24.1M |
-$128M |
-$104M |
OBDC, DNB, GRNT, MNDY, IONQ
|
13F-HR |
8/8/2023, 04:07 PM |
Q1 2023 |
60 |
$299M |
$0 |
$0 |
|
MNDY, OBDC, DNB, GRNT, ABNB
|
New Holdings |
5/28/2024, 03:56 PM |
Q1 2023 |
61 |
$299M |
+$35M |
-$34.7M |
+$355K |
MNDY, OBDC, DNB, GRNT, ABNB
|
13F-HR |
5/2/2023, 12:21 PM |
Q4 2022 |
68 |
$277M |
+$41.7M |
-$32.3M |
+$9.36M |
MNDY, DNB, OBDC, GRNT, KRTX
|
13F-HR |
2/9/2023, 03:48 PM |
Q3 2022 |
66 |
$273M |
+$40.1M |
-$17.1M |
+$23M |
MNDY, DNB, OBDC, KRTX, QS
|
13F-HR |
11/8/2022, 04:06 PM |
Q2 2022 |
70 |
$258M |
+$17.5M |
-$47.9M |
-$30.4M |
MNDY, DNB, OBDC, QS, BOXDQ
|
13F-HR |
7/28/2022, 02:10 PM |
Q1 2022 |
78 |
$447M |
+$35.9M |
-$134M |
-$98.6M |
MNDY, DNB, OBDC, BOXDQ, QS
|
13F-HR |
5/4/2022, 04:03 PM |
Q4 2021 |
85 |
$774M |
+$627M |
-$442M |
+$185M |
MNDY, BOXDQ, DNB, OBDC, U
|
13F-HR |
1/28/2022, 11:00 AM |
Q3 2021 |
74 |
$596M |
+$416M |
-$130M |
+$286M |
OBDC, ILMN, PDD, NET, DNLI
|
13F-HR |
10/14/2021, 12:21 PM |
Q2 2021 |
76 |
$320M |
+$117M |
-$128M |
-$10.1M |
OBDC, DELL, VRRM, PDD, RBLX
|
13F-HR |
7/20/2021, 04:35 PM |
Q1 2021 |
66 |
$307M |
+$158M |
-$116M |
+$41.5M |
OBDC, SNOW, VRRM, PDD, TENB
|
Restatement |
5/5/2021, 03:04 PM |
Q4 2020 |
49 |
$268M |
+$113M |
-$96.3M |
+$17M |
OBDC, ZM, NET, VRRM, BIGC
|
13F-HR |
1/13/2021, 09:31 AM |
Q3 2020 |
45 |
$207M |
+$51.4M |
-$44.2M |
+$7.23M |
OBDC, UBER, VRRM, MDB, OKTA
|
13F-HR |
10/15/2020, 12:34 PM |
Q2 2020 |
39 |
$187M |
+$59.4M |
-$122M |
-$62.7M |
OBDC, UBER, VRRM, MDB, WORK
|
13F-HR |
7/16/2020, 04:27 PM |
Q1 2020 |
36 |
$173M |
+$55.5M |
-$84.5M |
-$28.9M |
ZM, UBER, VRRM, OBDC, PINS
|
13F-HR |
4/27/2020, 02:56 PM |
Q4 2019 |
46 |
$228M |
+$85.4M |
-$102M |
-$16.7M |
VRRM, UBER, SQ, CRWD, GH
|
13F-HR |
1/31/2020, 04:16 PM |
Q3 2019 |
52 |
$239M |
+$162M |
-$109M |
+$53.5M |
VRRM, SQ, MDB, GH, AVLR
|
13F-HR |
11/13/2019, 04:45 PM |
Q2 2019 |
47 |
$202M |
+$93.2M |
-$86.3M |
+$6.93M |
DOCU, WORK, MDB, SQ, ESTC
|
13F-HR |
7/29/2019, 04:29 PM |
Q1 2019 |
52 |
$189M |
+$90.1M |
-$40.3M |
+$49.8M |
DOCU, SQ, DBX, MSFT, SMAR
|
13F-HR |
4/22/2019, 03:49 PM |
Q4 2018 |
47 |
$115M |
+$40.1M |
-$14.8M |
+$25.2M |
SQ, DOCU, DBX, MSFT, OKTA
|
13F-HR |
1/23/2019, 03:00 PM |
Q3 2018 |
46 |
$67K |
$0 |
$0 |
|
APPN, MDB, YEXT, NTRA, PPDF
|
13F-HR |
10/16/2018, 09:10 AM |
Q2 2018 |
37 |
$9K |
$0 |
$0 |
|
PPDF, ABILF
|
13F-HR |
7/31/2018, 09:46 AM |
Q1 2018 |
35 |
$1K |
$0 |
$0 |
|
JMEI
|
13F-HR |
5/3/2018, 01:28 PM |
Q4 2017 |
55 |
$194M |
+$101M |
-$61.5M |
+$39.2M |
CZR, SQ, META, OKTA, SNAP
|
13F-HR |
1/17/2018, 04:52 PM |
Q3 2017 |
50 |
$146M |
+$48M |
-$101M |
-$52.7M |
SQ, META, SNAP, ACIA, FANG
|
13F-HR |
10/16/2017, 04:56 PM |
Q2 2017 |
51 |
$183M |
+$43.6M |
-$74.4M |
-$30.8M |
SQ, TWLO, META, BOX, VIPS
|
13F-HR |
7/26/2017, 11:18 AM |
Q1 2017 |
59 |
$197M |
+$67.7M |
-$36.9M |
+$30.8M |
SQ, META, TWLO, SFM, CPTA
|
13F-HR |
4/24/2017, 10:16 AM |
Q4 2016 |
63 |
$152M |
+$61.2M |
-$86.5M |
-$25.3M |
META, TWLO, CUDA, PANW, CPTA
|
13F-HR |
1/26/2017, 03:26 PM |
Q3 2016 |
61 |
$199M |
+$47M |
-$78.1M |
-$31.2M |
META, PANW, ZAYO, HUBS, RRC
|
13F-HR |
10/19/2016, 02:33 PM |
Q2 2016 |
57 |
$207M |
+$64.2M |
-$65.3M |
-$1.18M |
META, ZAYO, CDW, PANW, PAYC
|
13F-HR |
7/12/2016, 03:43 PM |
Q1 2016 |
55 |
$210M |
+$44.1M |
-$42.5M |
+$1.56M |
META, SFM, ZAYO, PANW, LC
|
13F-HR |
4/13/2016, 03:29 PM |
Q4 2015 |
49 |
$227M |
+$91M |
-$62.7M |
+$28.4M |
META, ZAYO, PANW, LC, TWTR
|
13F-HR |
1/22/2016, 03:31 PM |
Q3 2015 |
48 |
$203M |
+$61.1M |
-$95.5M |
-$34.4M |
META, PANW, NMBL, LC, TWTR
|
13F-HR |
10/19/2015, 03:44 PM |
Q2 2015 |
60 |
$265M |
+$116M |
-$63.2M |
+$52.5M |
META, LC, TWTR, CUDA, BLUE
|
13F-HR |
7/23/2015, 01:37 PM |
Q1 2015 |
52 |
$219M |
+$39.4M |
-$93M |
-$53.6M |
META, TWTR, SSTK, CPTA, TSLX
|
13F-HR |
4/8/2015, 04:06 PM |
Q4 2014 |
52 |
$263M |
+$112M |
-$116M |
-$4.58M |
META, TWTR, SSTK, ZU, VIPS
|
13F-HR |
1/26/2015, 09:32 AM |
Q3 2014 |
58 |
$307M |
+$94.6M |
-$137M |
-$42.5M |
TWTR, META, SSTK, ZU, VIPS
|
Restatement |
10/9/2014, 12:50 PM |
Q2 2014 |
58 |
$325M |
+$180M |
-$109M |
+$71.1M |
TWTR, LPI, AGIO, SSTK, WDAY
|
13F-HR |
7/2/2014, 10:39 AM |
Q1 2014 |
71 |
$249M |
+$140M |
-$69.1M |
+$71.1M |
LPI, BCC, WDAY, NUAN, DATA
|
13F-HR |
4/22/2014, 12:07 PM |
Q4 2013 |
53 |
$173M |
$0 |
$0 |
|
LPI, NUAN, WDAY, YELP, NOW
|
13F-HR |
1/6/2014, 03:48 PM |