Q2 2024 |
38 |
$215M |
+$30.7M |
-$24.4M |
+$6.35M |
NET, GOOG, MNDY, AMZN, PRO
|
13F-HR |
8/14/2024, 09:23 AM |
Q1 2024 |
31 |
$228M |
+$19.4M |
-$33.6M |
-$14.2M |
NET, GOOG, MNDY, AMZN, BLZE
|
13F-HR |
5/14/2024, 01:24 PM |
Q4 2023 |
30 |
$199M |
+$12.8M |
-$22.4M |
-$9.58M |
NET, GOOG, PRO, AMZN, MNDY
|
13F-HR |
2/14/2024, 09:11 AM |
Q3 2023 |
35 |
$181M |
+$29.6M |
-$24.7M |
+$4.94M |
NET, GOOG, MNDY, AMZN, CFLT
|
13F-HR |
11/14/2023, 09:53 AM |
Q2 2023 |
37 |
$179M |
+$34.5M |
-$26.4M |
+$8.12M |
NET, GOOG, MNDY, AMZN, CFLT
|
13F-HR |
8/14/2023, 09:39 AM |
Q1 2023 |
38 |
$155M |
+$35.3M |
-$12.7M |
+$22.6M |
NET, GOOG, MNDY, AMZN, PRO
|
13F-HR |
5/15/2023, 08:47 AM |
Q4 2022 |
32 |
$115M |
+$17.8M |
-$48.3M |
-$30.5M |
GOOG, NET, AMZN, PRO, GTLB
|
13F-HR |
2/14/2023, 09:23 AM |
Q3 2022 |
24 |
$162M |
+$47M |
-$31.3M |
+$15.7M |
GOOG, NET, AMZN, MNDY, DOMO
|
13F-HR |
11/14/2022, 10:00 AM |
Q2 2022 |
22 |
$171M |
+$59.1M |
-$71.4M |
-$12.3M |
GOOG, AMZN, DOMO, NET, GTLB
|
13F-HR |
8/15/2022, 11:19 AM |
Q1 2022 |
24 |
$296M |
+$42.1M |
-$153M |
-$111M |
NET, DOMO, AMZN, GOOG, DDOG
|
13F-HR |
5/16/2022, 09:46 AM |
Q4 2021 |
26 |
$484M |
+$52.9M |
-$91.7M |
-$38.7M |
NET, AMZN, DOMO, GOOG, TWLO
|
13F-HR |
2/14/2022, 12:26 PM |
Q3 2021 |
29 |
$568M |
+$83.2M |
-$39.2M |
+$44M |
DOMO, NET, ASAN, TWLO, AMZN
|
13F-HR |
11/12/2021, 09:42 AM |
Q2 2021 |
26 |
$538M |
+$67.2M |
-$80.3M |
-$13.1M |
DOMO, NET, TWLO, AMZN, META
|
13F-HR |
8/13/2021, 09:48 AM |
Q1 2021 |
30 |
$474M |
+$66M |
-$56.9M |
+$9.07M |
TWLO, DOMO, NET, AMZN, META
|
13F-HR |
5/12/2021, 01:58 PM |
Q4 2020 |
26 |
$484M |
+$56.7M |
-$226M |
-$169M |
DOMO, TWLO, NET, AMZN, SPLK
|
13F-HR |
2/11/2021, 04:12 PM |
Q3 2020 |
31 |
$540M |
+$27M |
-$13M |
+$14M |
PYPL, TWLO, AMZN, LVGO, MDB
|
13F-HR |
11/12/2020, 08:38 AM |
Q2 2020 |
33 |
$472M |
+$47.4M |
-$51.6M |
-$4.2M |
PYPL, MDB, TWLO, AMZN, SPLK
|
13F-HR |
8/13/2020, 09:26 AM |
Q1 2020 |
29 |
$291M |
+$77.6M |
-$32.3M |
+$45.3M |
AMZN, MDB, GOOG, PYPL, PRO
|
13F-HR |
5/13/2020, 10:05 AM |
Q4 2019 |
23 |
$326M |
+$18.3M |
-$58.6M |
-$40.3M |
ET, PRO, GOOG, MDB, AMZN
|
13F-HR |
2/12/2020, 10:46 AM |
Q3 2019 |
23 |
$353M |
+$73.8M |
-$24.7M |
+$49.1M |
ET, PRO, AMZN, GOOG, TWLO
|
13F-HR |
11/13/2019, 05:59 PM |
Q2 2019 |
23 |
$324M |
+$68.8M |
-$3.64M |
+$65.1M |
ET, PRO, AMZN, MDB, PYPL
|
13F-HR |
8/13/2019, 10:31 AM |
Q1 2019 |
18 |
$247M |
+$27.9M |
-$4.8M |
+$23M |
MDB, AMZN, PRO, ET, GOOG
|
13F-HR |
5/13/2019, 11:04 AM |
Q4 2018 |
17 |
$173M |
+$22.4M |
-$84M |
-$61.5M |
GOOG, ET, AMZN, PRO, PYPL
|
13F-HR |
2/14/2019, 11:43 AM |
Q3 2018 |
24 |
$264M |
+$27.7M |
-$19.3M |
+$8.4M |
APTI, ET, GOOG, PRO, PYPL
|
13F-HR |
11/13/2018, 04:43 PM |
Q2 2018 |
27 |
$244M |
+$44.6M |
-$32M |
+$12.6M |
APTI, ET, GOOG, PRO, PYPL
|
13F-HR |
8/14/2018, 08:45 AM |
Q1 2018 |
31 |
$206M |
+$29M |
-$43.8M |
-$14.8M |
ET, APTI, PRO, ENV, PYPL
|
13F-HR |
5/10/2018, 04:16 PM |
Q4 2017 |
28 |
$216M |
+$44.7M |
-$33.8M |
+$10.9M |
ET, APTI, PYPL, ENV, GOOG
|
13F-HR |
2/12/2018, 08:46 AM |
Q3 2017 |
24 |
$196M |
+$31.8M |
-$5.94M |
+$25.9M |
ET, ENV, GOOG, APTI, PYPL
|
13F-HR |
11/14/2017, 12:45 PM |
Q2 2017 |
19 |
$162M |
+$37.7M |
-$59.6M |
-$21.9M |
ET, GOOG, APTI, ENV, PYPL
|
13F-HR |
8/11/2017, 04:44 PM |
Q1 2017 |
18 |
$171M |
+$37.3M |
-$35.4M |
+$1.82M |
ET, PTXP, GTN, ETP, SXL
|
13F-HR |
5/2/2017, 09:54 AM |
Q4 2016 |
16 |
$159M |
+$36.2M |
-$32M |
+$4.27M |
ET, PTXP, GTN, SXL, ENV
|
13F-HR |
2/3/2017, 03:07 PM |
Q3 2016 |
17 |
$153M |
+$46.4M |
-$16.4M |
+$29.9M |
ET, PTXP, GTN, ETP, WMB
|
13F-HR |
11/14/2016, 08:12 AM |
Q2 2016 |
12 |
$109M |
+$34.2M |
-$32.6M |
+$1.64M |
ET, PTXP, WMB, GTN, ENV
|
13F-HR |
8/8/2016, 06:37 PM |
Q1 2016 |
15 |
$89.6M |
+$29.5M |
-$55.7M |
-$26.2M |
GTN, WMB, ETP, PTXP, ENV
|
13F-HR |
5/9/2016, 09:38 AM |
Q4 2015 |
14 |
$145M |
+$41.3M |
-$37.5M |
+$3.84M |
ET, GTN, PTXP, ENV, FOXA
|
13F-HR |
2/1/2016, 03:43 PM |
Q3 2015 |
18 |
$149M |
+$60.5M |
-$86.2M |
-$25.8M |
ET, GTN, FOXA, PTXP, ENV
|
13F-HR |
11/16/2015, 09:41 AM |
Q2 2015 |
30 |
$235M |
+$50.4M |
-$23.7M |
+$26.6M |
ET, GTN, WMB, FOXA, CBS
|
13F-HR |
8/4/2015, 06:15 PM |
Q1 2015 |
32 |
$206M |
+$82.8M |
-$17.4M |
+$65.4M |
ET, GTN, WMB, CBS, HMLP
|
13F-HR |
5/5/2015, 03:39 PM |
Q4 2014 |
28 |
$137M |
+$37.9M |
-$17.4M |
+$20.5M |
GTN, CBS, WMB, HMLP, GLOP
|
13F-HR |
2/9/2015, 06:18 PM |
Q3 2014 |
27 |
$120M |
+$46.8M |
-$21M |
+$25.8M |
CBS, GTN, RIGP, HMLP, ET
|
13F-HR |
11/5/2014, 04:06 PM |
Q2 2014 |
26 |
$104M |
+$34.2M |
-$19.5M |
+$14.7M |
GTN, ET, NXST, GLOP, APL
|
13F-HR |
8/13/2014, 12:23 PM |
Q1 2014 |
22 |
$84.1M |
$0 |
$0 |
|
ATLS, GTN, ET, APL, GOOGL
|
13F-HR |
5/13/2014, 04:41 PM |