| Q3 2021 |
12 |
$71.8M |
+$14M |
-$6.8M |
+$7.16M |
MSFT, ZS, CRM, CARS, CND
|
13F-HR |
10/18/2021, 10:59 AM |
| Q2 2021 |
16 |
$62.1M |
+$16.9M |
-$17.4M |
-$491K |
MSFT, CARS, ZS, CRM, OKTA
|
13F-HR |
8/4/2021, 10:12 AM |
| Q1 2021 |
18 |
$57.4M |
+$33.6M |
-$31.9M |
+$1.7M |
MSFT, VGAC, CARS, CRM, DXC
|
13F-HR |
5/11/2021, 09:49 AM |
| Q4 2020 |
19 |
$54.1M |
+$29.9M |
-$9.81M |
+$20.1M |
CRNC, DXC, CARS, MSFT, GIX
|
13F-HR |
2/11/2021, 10:40 AM |
| Q3 2020 |
10 |
$23.5M |
+$10.3M |
-$1.05M |
+$9.24M |
DXC, CRNC, VMW, FEYE, BFH
|
13F-HR |
11/6/2020, 02:11 PM |
| Q2 2020 |
9 |
$13.8M |
+$6.36M |
-$3.81M |
+$2.56M |
CRNC, BFH, DXC, FEYE, VMW
|
13F-HR |
8/13/2020, 08:41 AM |
| Q1 2020 |
7 |
$8.5M |
+$6.36M |
-$131M |
-$124M |
RTN, CRNC, ACM, CRCQQ, DXC
|
13F-HR |
4/30/2020, 07:06 PM |
| Q4 2019 |
12 |
$138M |
$0 |
$0 |
|
GOOG, SNPS, BX, INTC, GOOGL
|
13F-HR |
2/3/2020, 12:48 PM |