Q2 2024 |
53 |
$35.5M |
+$11.2M |
-$51.8M |
-$40.7M |
SMCI, GMED, PEGA, TOST, TWST
|
13F-HR |
8/16/2024, 11:53 AM |
Q1 2024 |
92 |
$76.9M |
+$18.4M |
-$19.2M |
-$807K |
SMCI, HOOD, TOST, PI, PEGA
|
13F-HR |
5/15/2024, 01:13 PM |
Q4 2023 |
92 |
$76.1M |
+$29.6M |
-$20.1M |
+$9.53M |
AFRM, TOST, BILL, UPST, TWST
|
13F-HR |
2/14/2024, 11:52 AM |
Q3 2023 |
109 |
$59.9M |
+$11.3M |
-$36.3M |
-$25M |
FSLY, SMCI, APPF, ELF, RCM
|
13F-HR |
11/14/2023, 05:51 PM |
Q2 2023 |
174 |
$90.9M |
+$10.2M |
-$7.89M |
+$2.29M |
ALTR, SMCI, ELF, MTCH, CSV
|
13F-HR |
8/14/2023, 03:31 PM |
Q1 2023 |
177 |
$81.5M |
+$10.4M |
-$37.1M |
-$26.8M |
ALTR, AAON, SWAV, TENB, SMCI
|
13F-HR |
5/23/2023, 03:47 PM |
Q4 2022 |
236 |
$102M |
+$7.95M |
-$5.24M |
+$2.71M |
GMED, GOOGL, ZYXI, AAPL, ARWR
|
13F-HR |
2/14/2023, 08:11 PM |
Q3 2022 |
237 |
$75.3M |
+$6.1M |
-$14.5M |
-$8.38M |
GOOGL, GMED, SWAV, ENSG, MSFT
|
13F-HR |
11/21/2022, 05:46 PM |
Q2 2022 |
226 |
$108M |
+$23.3M |
-$23.8M |
-$457K |
GOOGL, META, MSFT, OMCL, ELF
|
13F-HR |
8/15/2022, 06:04 PM |
Q1 2022 |
187 |
$138M |
+$74.5M |
-$65M |
+$9.48M |
META, MSFT, NVDA, AAPL, OMCL
|
13F-HR |
5/16/2022, 03:50 PM |
Q4 2021 |
97 |
$143M |
+$47.9M |
-$164M |
-$116M |
AAPL, MSFT, META, GOOGL, AMZN
|
13F-HR |
2/14/2022, 03:31 PM |
Q3 2021 |
122 |
$252M |
+$44.7M |
-$88.3M |
-$43.6M |
GOOGL, STLD, LOB, NTRA, SNPS
|
13F-HR |
11/15/2021, 05:03 PM |
Q2 2021 |
127 |
$310M |
+$131M |
-$128M |
+$2.95M |
GRWG, FVRR, CRSP, TWST, TWLO
|
13F-HR |
8/16/2021, 05:44 PM |
Q1 2021 |
109 |
$286M |
+$147M |
-$262M |
-$116M |
OMC, SCI, GOOGL, CLLS, SF
|
13F-HR |
5/17/2021, 09:18 PM |
Q4 2020 |
102 |
$403M |
+$115M |
-$126M |
-$11.7M |
TWST, NTLA, NVTAQ, EXAS, ROKU
|
13F-HR |
2/12/2021, 05:15 PM |
Q3 2020 |
109 |
$335M |
+$109M |
-$94.3M |
+$15.2M |
AMZN, GOOGL, NVTAQ, META, ZG
|
13F-HR |
11/13/2020, 02:47 PM |
Q2 2020 |
114 |
$299M |
+$78M |
-$96.4M |
-$18.4M |
GOOGL, AMZN, META, ARWR, NFLX
|
13F-HR |
8/17/2020, 03:35 PM |
Q1 2020 |
107 |
$238M |
+$40.1M |
-$53M |
-$12.9M |
AMZN, GOOGL, BOX, META, MASI
|
13F-HR |
5/15/2020, 03:01 PM |
Q4 2019 |
115 |
$284M |
+$19M |
-$21.2M |
-$2.22M |
AMZN, META, AAPL, GOOGL, MSFT
|
13F-HR |
2/13/2020, 10:55 AM |
Q3 2019 |
119 |
$262M |
+$46.3M |
-$45.2M |
+$1.06M |
AMZN, META, GOOGL, MSFT, AAPL
|
13F-HR |
11/14/2019, 03:00 PM |
Q2 2019 |
125 |
$273M |
+$26.4M |
-$19.9M |
+$6.47M |
AMZN, GOOGL, META, NFLX, VEEV
|
13F-HR |
7/19/2019, 12:00 PM |
Q1 2019 |
121 |
$142M |
$0 |
$0 |
|
AMZN, GOOGL, CRM, AAPL, UNH
|
13F-HR |
4/17/2019, 11:50 AM |
Q4 2018 |
125 |
$234M |
+$14.6M |
-$8.69M |
+$5.9M |
AMZN, GOOGL, META, NFLX, CRM
|
13F-HR |
3/8/2019, 02:51 PM |
Q3 2018 |
124 |
$292M |
+$9.58M |
-$10M |
-$462K |
AMZN, GOOGL, NFLX, META, AAPL
|
13F-HR |
10/18/2018, 06:12 PM |
Q2 2018 |
124 |
$270M |
+$20.5M |
-$22.6M |
-$2.08M |
AMZN, GOOGL, META, NFLX, NVDA
|
13F-HR |
7/25/2018, 11:27 AM |
Q1 2018 |
126 |
$243M |
+$65.4M |
-$62.6M |
+$2.8M |
AMZN, GOOGL, META, NFLX, NVDA
|
13F-HR |
4/11/2018, 02:33 PM |
Q4 2017 |
138 |
$232M |
+$6.5M |
-$8.72M |
-$2.22M |
AMZN, GOOGL, META, STLD, AAPL
|
13F-HR |
1/16/2018, 04:26 PM |
Q3 2017 |
141 |
$224M |
+$41.1M |
-$49.8M |
-$8.7M |
GOOGL, META, AMZN, STLD, AAPL
|
13F-HR |
1/16/2018, 04:24 PM |
Q2 2017 |
150 |
$220M |
+$92.7K |
-$49.6M |
-$49.5M |
AMZN, META, GOOG, GOOGL, WFM
|
13F-HR |
7/18/2017, 05:05 PM |
Q1 2017 |
158 |
$251M |
+$108M |
-$110M |
-$1.87M |
META, AMZN, SSNC, GOOG, GOOGL
|
13F-HR |
4/19/2017, 10:30 AM |
Q4 2016 |
218 |
$241M |
+$3.99M |
-$4.69M |
-$701K |
UTHR, GOOG, NVDA, AMZN, META
|
13F-HR |
2/13/2017, 12:13 PM |
Q3 2016 |
219 |
$232M |
+$7.08M |
-$2.54M |
+$4.54M |
UTHR, GOOG, AMZN, META, AAPL
|
13F-HR |
10/6/2016, 02:49 PM |
Q2 2016 |
219 |
$214M |
+$35.2M |
-$35.2M |
+$4.77K |
GOOG, UTHR, AMZN, META, AAPL
|
13F-HR |
8/12/2016, 05:33 PM |
Q1 2016 |
220 |
$210M |
+$54.3M |
-$52.9M |
+$1.46M |
ITC, JAZZ, GOOG, IPGP, FDX
|
13F-HR |
4/13/2016, 09:46 AM |
Q4 2015 |
252 |
$209M |
+$51.2M |
-$47.2M |
+$3.93M |
ITC, COST, GILD, FDX, AFL
|
13F-HR |
1/11/2016, 05:27 PM |
Q3 2015 |
260 |
$197M |
+$11.9M |
-$10.5M |
+$1.39M |
LB, NVDA, UHS, AKAM, AFL
|
13F-HR |
10/7/2015, 02:11 PM |
Q2 2015 |
265 |
$220M |
+$4.76M |
-$4.26M |
+$500K |
AFL, UHS, GILD, DVA, BFB
|
Restatement |
7/10/2015, 03:39 PM |
Q1 2015 |
265 |
$219M |
+$143M |
-$149M |
-$6.26M |
AFL, L, ITC, DVA, KMI
|
13F-HR |
5/29/2015, 04:17 PM |
Q4 2014 |
220 |
$212M |
+$21.7M |
-$15M |
+$6.68M |
HAIN, UTHR, TRIP, ITC, REGN
|
13F-HR |
2/25/2015, 11:42 AM |
Q3 2014 |
220 |
$202M |
+$77.9M |
-$4.3M |
+$73.6M |
UTHR, HAIN, COF, ALXN, STLD
|
13F-HR |
11/14/2014, 01:31 PM |
Q2 2014 |
220 |
$133M |
+$43M |
-$36.7M |
+$6.29M |
HCRSQ, MYGN, RLJ, PRXL, ALXN
|
13F-HR |
8/11/2014, 03:21 PM |
Q1 2014 |
92 |
$124M |
+$1.27M |
-$321K |
+$952K |
MYGN, HCRSQ, PRXL, JAZZ, ALXN
|
13F-HR |
5/14/2014, 03:13 PM |
Q4 2013 |
93 |
$124M |
$0 |
$0 |
|
AMBA, UTHR, HCRSQ, HCI, ORCL
|
13F-HR |
3/13/2014, 12:29 PM |