| Q2 2022 |
25 |
$145M |
+$28.9M |
-$175M |
-$146M |
TMUS, PANW, TEAM, NOW, CCI
|
13F-HR |
8/15/2022, 09:22 AM |
| Q1 2022 |
38 |
$368M |
+$48M |
-$616M |
-$568M |
MRVL, MSFT, PANW, ANET, TMUS
|
13F-HR |
5/13/2022, 09:13 AM |
| Q4 2021 |
53 |
$1.03B |
+$185M |
-$575M |
-$390M |
MRVL, TMUS, MSFT, NFLX, GOOGL
|
13F-HR |
2/11/2022, 11:12 AM |
| Q3 2021 |
58 |
$1.36B |
+$221M |
-$291M |
-$69.9M |
PANW, TMUS, CRM, META, NOW
|
13F-HR |
11/12/2021, 10:32 AM |
| Q2 2021 |
49 |
$1.43B |
+$247M |
-$262M |
-$14.2M |
PANW, TMUS, META, SWKS, TWLO
|
13F-HR |
8/13/2021, 08:11 AM |
| Q1 2021 |
46 |
$1.33B |
+$373M |
-$548M |
-$175M |
PANW, TMUS, LYFT, UBER, SWKS
|
13F-HR |
5/14/2021, 08:53 AM |
| Q4 2020 |
48 |
$1.51B |
+$306M |
-$467M |
-$161M |
PANW, QRVO, SWKS, JD, UBER
|
13F-HR |
2/12/2021, 08:35 AM |
| Q3 2020 |
41 |
$1.39B |
+$235M |
-$385M |
-$149M |
PANW, ZM, SWKS, IPHI, JD
|
13F-HR |
11/13/2020, 08:18 AM |
| Q2 2020 |
44 |
$1.38B |
+$165M |
-$379M |
-$213M |
JD, IPHI, NFLX, ZNGA, PANW
|
13F-HR |
8/13/2020, 09:24 AM |
| Q1 2020 |
44 |
$1.2B |
+$421M |
-$261M |
+$160M |
IPHI, TMUS, NFLX, ZNGA, JD
|
13F-HR |
5/14/2020, 08:46 AM |
| Q4 2019 |
46 |
$1.1B |
+$276M |
-$284M |
-$8.8M |
FIS, PANW, META, NFLX, TMUS
|
13F-HR |
2/13/2020, 01:10 PM |
| Q3 2019 |
44 |
$1.02B |
+$304M |
-$228M |
+$76.7M |
META, TMUS, PANW, WDAY, FIS
|
13F-HR |
11/14/2019, 08:27 AM |
| Q2 2019 |
34 |
$969M |
+$250M |
-$213M |
+$37.2M |
WDAY, TMUS, PANW, NFLX, DIS
|
13F-HR |
8/13/2019, 10:19 AM |
| Q1 2019 |
35 |
$914M |
+$210M |
-$157M |
+$53.2M |
WDAY, PANW, TMUS, DATA, GOOGL
|
13F-HR |
5/14/2019, 08:22 AM |
| Q4 2018 |
28 |
$737M |
+$235M |
-$212M |
+$22.2M |
DATA, WDAY, CRM, TMUS, GOOGL
|
13F-HR |
2/13/2019, 12:19 PM |
| Q3 2018 |
31 |
$818M |
+$219M |
-$107M |
+$112M |
CRM, PANW, DATA, TMUS, TTWO
|
13F-HR |
11/9/2018, 09:25 AM |
| Q2 2018 |
31 |
$664M |
+$218M |
-$185M |
+$33.3M |
CRM, PANW, META, DATA, MLNX
|
13F-HR |
8/13/2018, 09:15 AM |
| Q1 2018 |
37 |
$582M |
+$298M |
-$128M |
+$170M |
WDAY, MLNX, CRM, PANW, AMZN
|
13F-HR |
5/11/2018, 11:37 AM |
| Q4 2017 |
25 |
$383M |
+$112M |
-$213M |
-$101M |
BOX, ATVI, AMZN, BABA, MLNX
|
13F-HR |
2/13/2018, 09:26 AM |
| Q3 2017 |
24 |
$474M |
+$99.8M |
-$70.2M |
+$29.6M |
ATVI, CRM, BABA, LOGM, META
|
13F-HR |
11/13/2017, 07:56 AM |
| Q2 2017 |
30 |
$406M |
+$101M |
-$115M |
-$13.8M |
ATVI, BABA, LOGM, META, WDAY
|
13F-HR |
8/11/2017, 12:24 PM |
| Q1 2017 |
29 |
$401M |
+$183M |
-$116M |
+$66.3M |
ATVI, LOGM, SYMC, COMM, META
|
13F-HR |
5/12/2017, 09:11 AM |
| Q4 2016 |
26 |
$300M |
+$113M |
-$180M |
-$67M |
FNSR, TMUS, LOGM, ADBE, JNPR
|
13F-HR |
2/10/2017, 11:47 AM |
| Q3 2016 |
27 |
$368M |
+$158M |
-$239M |
-$81.5M |
FNSR, BABA, GIMO, EA, META
|
13F-HR |
11/4/2016, 10:18 AM |
| Q2 2016 |
23 |
$380M |
+$157M |
-$164M |
-$6.74M |
META, ADBE, CRM, EA, AMZN
|
13F-HR |
8/3/2016, 11:52 AM |
| Q1 2016 |
21 |
$378M |
+$113M |
-$188M |
-$75M |
GOOGL, YHOO, CRM, META, ADBE
|
13F-HR |
5/6/2016, 02:37 PM |
| Q4 2015 |
22 |
$460M |
+$262M |
-$245M |
+$16.7M |
GOOGL, CRM, JNPR, AMZN, NFLX
|
13F-HR |
2/10/2016, 07:23 PM |
| Q3 2015 |
17 |
$404M |
+$152M |
-$211M |
-$58.7M |
GOOGL, AMZN, MSTR, META, AMT
|
13F-HR |
11/5/2015, 01:46 PM |
| Q2 2015 |
28 |
$491M |
+$196M |
-$190M |
+$5.91M |
META, AMT, AMZN, DWRE, NFLX
|
13F-HR |
7/30/2015, 01:42 PM |
| Q1 2015 |
28 |
$458M |
+$285M |
-$228M |
+$56.7M |
AMT, COMM, JD, TWTR, VIPS
|
13F-HR |
5/7/2015, 04:32 PM |
| Q4 2014 |
23 |
$379M |
$0 |
$0 |
|
META, BIDU, PANW, AAPL, CRM
|
13F-HR |
2/9/2015, 09:18 AM |