Q3 2024 |
27 |
$155M |
+$8.94M |
-$11.2M |
-$2.29M |
PSIX, CDNA, WGS, EPD, AL
|
13F-HR |
11/12/2024, 06:00 AM |
Q2 2024 |
27 |
$131M |
+$12.5M |
-$3.3M |
+$9.2M |
EPD, CDNA, AL, NVGS, AOSL
|
13F-HR |
8/14/2024, 01:00 PM |
Q1 2024 |
27 |
$115M |
+$12.3M |
-$9.94M |
+$2.34M |
AL, EPD, NVGS, BL, FIVN
|
13F-HR |
5/13/2024, 05:15 PM |
Q4 2023 |
26 |
$114M |
+$5.57M |
-$14.2M |
-$8.64M |
AL, NVGS, EPD, FIVN, BL
|
13F-HR |
2/14/2024, 05:14 PM |
Q3 2023 |
28 |
$120M |
+$377K |
-$13.1M |
-$12.7M |
AL, NVGS, EPD, ETWO, PROF
|
13F-HR |
11/14/2023, 04:05 PM |
Q2 2023 |
29 |
$149M |
+$4.7M |
-$3.31M |
+$1.39M |
NVGS, AL, ETWO, NEWR, EPD
|
13F-HR |
8/8/2023, 05:25 PM |
Q1 2023 |
28 |
$149M |
+$10.2M |
-$15.8M |
-$5.66M |
NVGS, AL, NEWR, ETWO, EPD
|
13F-HR |
4/10/2023, 04:15 PM |
Q4 2022 |
29 |
$148M |
+$2.44M |
-$12.6M |
-$10.2M |
APEN, NVGS, AL, EPD, AMRC
|
13F-HR |
2/7/2023, 04:41 PM |
Q3 2022 |
32 |
$154M |
+$12.2M |
-$18.9M |
-$6.76M |
NVGS, AMRC, PCRX, EPD, EVA
|
13F-HR |
11/14/2022, 04:40 PM |
Q2 2022 |
33 |
$165M |
+$7.74M |
-$5.57M |
+$2.17M |
PCRX, NVGS, AL, EPD, EVA
|
13F-HR |
8/1/2022, 04:29 PM |
Q1 2022 |
33 |
$217M |
+$25.5M |
-$26.5M |
-$990K |
PCRX, AMRC, AL, NVGS, EVA
|
13F-HR |
5/9/2022, 05:08 PM |
Q4 2021 |
34 |
$252M |
+$12.1M |
-$12.2M |
-$35.1K |
AOSL, PCRX, AMRC, NEWR, AL
|
13F-HR |
2/8/2022, 04:05 PM |
Q3 2021 |
35 |
$252M |
+$40.1M |
-$32.4M |
+$7.66M |
CDNA, BL, AMRC, AOSL, PCRX
|
13F-HR |
11/12/2021, 04:39 PM |
Q2 2021 |
32 |
$263M |
+$16.7M |
-$24.9M |
-$8.16M |
CDNA, AMRC, BL, FIVN, AOSL
|
13F-HR |
7/28/2021, 01:53 PM |
Q1 2021 |
30 |
$243M |
+$22.1M |
-$9.24M |
+$12.9M |
CDNA, AMRC, AOSL, PCRX, BL
|
Restatement |
7/28/2021, 01:51 PM |
Q4 2020 |
29 |
$222M |
+$7.47M |
-$4.56M |
+$2.91M |
CDNA, AMRC, BL, FIVN, AOSL
|
13F-HR |
2/12/2021, 04:15 PM |
Q3 2020 |
29 |
$161M |
+$14.5M |
-$837K |
+$13.6M |
AMRC, CDNA, PCRX, BL, FIVN
|
13F-HR |
11/12/2020, 04:10 PM |
Q2 2020 |
26 |
$139M |
+$3.74M |
-$14.5M |
-$10.8M |
AMRC, CDNA, BL, PCRX, NEWR
|
Restatement |
8/14/2020, 04:37 PM |
Q1 2020 |
27 |
$107M |
+$8.83M |
-$38.5M |
-$29.7M |
AMRC, CDNA, BL, PCRX, ONTO
|
13F-HR |
5/11/2020, 04:05 PM |
Q4 2019 |
32 |
$178M |
+$8.56M |
-$31.3M |
-$22.8M |
AL, AMRC, GFN, EVBG, NVGS
|
13F-HR |
2/14/2020, 04:07 PM |
Q3 2019 |
32 |
$161M |
+$5.23M |
-$5.71M |
-$486K |
AL, AMRC, EQIX, GFN, EVBG
|
13F-HR |
11/8/2019, 04:10 PM |
Q2 2019 |
33 |
$175M |
+$12.9M |
-$9.96M |
+$2.96M |
EVBG, CDNA, AL, AMRC, EQIX
|
13F-HR |
8/12/2019, 04:05 PM |
Q1 2019 |
33 |
$175M |
+$28.2M |
-$15.3M |
+$12.9M |
CDNA, AMRC, EVBG, AL, GFN
|
13F-HR |
5/13/2019, 04:10 PM |
Q4 2018 |
31 |
$142M |
+$16.5M |
-$13.7M |
+$2.8M |
CDNA, RHT, GFN, AMRC, AL
|
13F-HR |
1/18/2019, 04:11 PM |
Q3 2018 |
30 |
$167M |
+$8.81M |
-$16.4M |
-$7.57M |
CDNA, GFN, RHT, AMRC, AL
|
13F-HR |
11/13/2018, 05:21 PM |
Q2 2018 |
29 |
$158M |
+$13.7M |
-$16.7M |
-$3.01M |
GFN, CDNA, RHT, NEWR, AL
|
13F-HR |
8/9/2018, 04:28 PM |
Q1 2018 |
31 |
$134M |
+$4.22M |
-$16.7M |
-$12.5M |
GFN, RHT, AL, AMRC, CDNA
|
13F-HR |
5/9/2018, 05:11 PM |
Q4 2017 |
30 |
$136M |
+$4.71M |
-$6.81M |
-$2.1M |
GFN, AL, FIVN, RHT, CDNA
|
13F-HR |
2/13/2018, 02:49 PM |
Q3 2017 |
29 |
$128M |
+$13.9M |
-$12M |
+$1.9M |
GFN, FIVN, AL, RTEC, AMRC
|
13F-HR |
11/14/2017, 12:21 PM |
Q2 2017 |
27 |
$116M |
+$12.3M |
-$9.34M |
+$3M |
GFN, AL, RHT, AMRC, FIVN
|
13F-HR |
7/20/2017, 02:54 PM |
Q1 2017 |
27 |
$107M |
+$229K |
-$16.1M |
-$15.9M |
AL, GFN, LLFLQ, RHT, RTEC
|
13F-HR |
5/11/2017, 04:38 PM |
Q4 2016 |
27 |
$119M |
+$7.01M |
-$18.9M |
-$11.9M |
AL, GFN, RTEC, RHT, AOSL
|
13F-HR |
2/14/2017, 04:33 PM |
Q3 2016 |
28 |
$127M |
+$19.8M |
-$12.1M |
+$7.78M |
RTEC, AL, AOSL, RHT, GFN
|
13F-HR |
11/14/2016, 04:34 PM |
Q2 2016 |
26 |
$110M |
+$17.2M |
-$18.9M |
-$1.69M |
RTEC, AL, RHT, EQIX, ATHN
|
Restatement |
8/24/2016, 10:24 AM |
Q1 2016 |
23 |
$113M |
+$6.74M |
-$21.3M |
-$14.6M |
AL, EQIX, RTEC, GFN, RHT
|
13F-HR |
5/3/2016, 03:44 PM |
Q4 2015 |
23 |
$135M |
+$3.14M |
-$5.25M |
-$2.12M |
RHT, ATHN, EQIX, AL, RTEC
|
13F-HR |
2/16/2016, 11:50 AM |
Q3 2015 |
23 |
$123M |
+$8.54M |
-$5.5M |
+$3.04M |
RHT, EQIX, ATHN, AL, RTEC
|
13F-HR |
10/16/2015, 11:16 AM |
Q2 2015 |
23 |
$146M |
+$6.78M |
-$2.63M |
+$4.15M |
RHT, EQIX, AL, GFN, ATHN
|
13F-HR |
7/24/2015, 10:47 AM |
Q1 2015 |
24 |
$116M |
+$9.6M |
-$5.55M |
+$4.05M |
GFN, EQIX, AL, CTCT, PSIX
|
13F-HR |
5/12/2015, 05:27 PM |
Q4 2014 |
23 |
$166M |
+$18.4M |
-$20.5M |
-$2.09M |
GFN, EQIX, RHT, ATHN, CTCT
|
13F-HR |
2/13/2015, 02:06 PM |
Q3 2014 |
26 |
$162M |
+$12.2M |
-$701 |
+$12.2M |
GFN, EQIX, ATHN, AL, RHT
|
13F-HR |
10/15/2014, 04:26 PM |
Q2 2014 |
24 |
$160M |
+$6.34M |
-$22.5M |
-$16.2M |
GFN, AL, EQIX, CTCT, ATHN
|
13F-HR |
7/31/2014, 03:01 PM |
Q1 2014 |
28 |
$177M |
+$20.4M |
-$27.7M |
-$7.22M |
GFN, AL, ATHN, EQIX, RHT
|
13F-HR |
5/6/2014, 04:24 PM |
Q4 2013 |
28 |
$173M |
$0 |
$0 |
|
NVDQ, GFN, ATHN, AL, RHT
|
13F-HR |
2/6/2014, 04:02 PM |