Q3 2024 |
47 |
$2.32B |
+$615M |
-$706M |
-$91.6M |
GMED, CTSH, RPD, SMAR, TKO
|
13F-HR |
11/14/2024, 04:51 PM |
Q2 2024 |
53 |
$2.32B |
+$597M |
-$387M |
+$210M |
GMED, CTSH, RPD, FMX, ALLE
|
13F-HR |
8/14/2024, 04:00 PM |
Q1 2024 |
41 |
$2.22B |
+$727M |
-$313M |
+$414M |
GMED, FMX, BLKB, ALLE, SIMO
|
13F-HR |
5/15/2024, 04:00 PM |
Q4 2023 |
39 |
$1.75B |
+$390M |
-$875M |
-$485M |
BLKB, CTSH, BATRK, ALLE, FMX
|
13F-HR |
2/14/2024, 04:00 PM |
Q3 2023 |
42 |
$2.03B |
+$646M |
-$360M |
+$286M |
GMED, BLKB, CTSH, FIS, ACHC
|
13F-HR |
11/14/2023, 04:01 PM |
Q2 2023 |
40 |
$1.89B |
+$477M |
-$433M |
+$44.1M |
AYX, ACHC, GMED, HPE, CTSH
|
13F-HR |
8/14/2023, 04:00 PM |
Q1 2023 |
41 |
$1.76B |
+$584M |
-$437M |
+$146M |
BLKB, CTSH, ACHC, GMED, APPN
|
13F-HR |
5/15/2023, 01:14 PM |
Q4 2022 |
43 |
$1.48B |
+$217M |
-$542M |
-$325M |
SMCI, BLKB, BATRK, IFF, LIVN
|
13F-HR |
2/14/2023, 11:50 AM |
Q3 2022 |
50 |
$1.59B |
+$491M |
-$245M |
+$246M |
LW, SMCI, IFF, FERG, BLKB
|
13F-HR |
11/14/2022, 01:39 PM |
Q2 2022 |
50 |
$1.44B |
+$322M |
-$405M |
-$82.9M |
LW, KAR, LIVN, UPWK, APO
|
13F-HR |
8/15/2022, 01:28 PM |
Q1 2022 |
51 |
$1.76B |
+$625M |
-$388M |
+$237M |
LIVN, APO, ATR, CHNG, LW
|
13F-HR |
5/9/2022, 02:47 PM |
Q4 2021 |
44 |
$1.63B |
+$302M |
-$298M |
+$4.28M |
APO, LIVN, FERG, ATR, SMCI
|
Restatement |
2/15/2022, 04:24 PM |
Q3 2021 |
47 |
$1.56B |
+$455M |
-$205M |
+$250M |
APO, FERG, LIVN, OUT, SMCI
|
13F-HR |
11/15/2021, 12:54 PM |
Q2 2021 |
39 |
$1.38B |
+$421M |
-$551M |
-$130M |
APO, LIVN, FERG, LAD, OUT
|
13F-HR |
8/12/2021, 01:23 PM |
Q1 2021 |
47 |
$1.46B |
+$390M |
-$357M |
+$32.6M |
LIVN, APO, UPWK, TLND, CBOE
|
13F-HR |
5/17/2021, 08:59 AM |
Q4 2020 |
41 |
$1.24B |
+$349M |
-$368M |
-$19.2M |
MIC, ITGR, UPWK, SONO, CHNG
|
13F-HR |
2/16/2021, 09:46 AM |
Q3 2020 |
42 |
$1.01B |
+$215M |
-$114M |
+$101M |
UPWK, CHNG, SONO, FTDR, LAD
|
13F-HR |
11/16/2020, 01:21 PM |
Q2 2020 |
40 |
$810M |
+$259M |
-$245M |
+$13.9M |
CHNG, FTDR, UPWK, APO, SEE
|
13F-HR |
8/14/2020, 10:24 AM |
Q1 2020 |
43 |
$589M |
+$346M |
-$210M |
+$136M |
CHNG, FTDR, SMCI, SEE, STAY
|
13F-HR |
5/5/2020, 06:29 PM |
Q4 2019 |
41 |
$615M |
+$173M |
-$70.2M |
+$103M |
MSTR, MIC, FTDR, CHNG, RMR
|
Restatement |
2/18/2020, 09:01 AM |
Q3 2019 |
39 |
$499M |
+$113M |
-$145M |
-$31.9M |
MSTR, FTDR, RMR, MIC, STAY
|
13F-HR |
11/14/2019, 09:41 AM |
Q2 2019 |
39 |
$540M |
+$131M |
-$84.9M |
+$45.7M |
MSTR, FTDR, RMR, WK, ETSY
|
13F-HR |
8/13/2019, 08:52 PM |
Q1 2019 |
44 |
$474M |
+$181M |
-$89.5M |
+$91.9M |
FTDR, ETSY, MSTR, WK, SEE
|
13F-HR |
5/15/2019, 09:28 AM |
Q4 2018 |
38 |
$321M |
+$102M |
-$164M |
-$62.4M |
ETSY, WK, AGX, SEE, LXFT
|
13F-HR |
2/14/2019, 08:33 AM |
Q3 2018 |
43 |
$455M |
+$144M |
-$120M |
+$24M |
CLS, SYNH, ETSY, SFLY, AGX
|
13F-HR |
11/14/2018, 06:19 AM |
Q2 2018 |
48 |
$409M |
+$97.8M |
-$82.9M |
+$14.9M |
CLS, ETSY, AGX, BCOV, ELVT
|
13F-HR |
8/14/2018, 09:17 AM |
Q1 2018 |
45 |
$342M |
+$84M |
-$57.6M |
+$26.4M |
CLS, OEC, ETSY, LXFT, ELVT
|
13F-HR |
5/15/2018, 09:37 AM |
Q4 2017 |
35 |
$301M |
+$107M |
-$79M |
+$28.5M |
CLS, OEC, ETSY, MSTR, MCRN
|
13F-HR |
2/14/2018, 09:38 AM |
Q3 2017 |
39 |
$266M |
+$85.3M |
-$83.1M |
+$2.17M |
MSTR, OEC, FWRD, ETSY, ENSG
|
13F-HR |
11/14/2017, 09:22 AM |
Q2 2017 |
48 |
$253M |
+$90.6M |
-$79.5M |
+$11.1M |
FWRD, GIII, OEC, ENSG, WK
|
13F-HR |
8/14/2017, 09:19 AM |
Q1 2017 |
47 |
$222M |
+$65.8M |
-$45.9M |
+$19.9M |
FWRD, WK, RMR, QCP, LORL
|
13F-HR |
5/15/2017, 09:00 AM |
Q4 2016 |
46 |
$200M |
+$52.2M |
-$55.4M |
-$3.23M |
FWRD, PHIKQ, RMR, LORL, MENT
|
13F-HR |
2/14/2017, 09:25 AM |
Q3 2016 |
41 |
$186M |
+$46.6M |
-$46M |
+$586K |
FWRD, PHIKQ, TIER, IL, RMR
|
13F-HR |
11/14/2016, 09:23 AM |
Q2 2016 |
41 |
$166M |
+$72.3M |
-$45.9M |
+$26.4M |
FWRD, AGX, TIER, RMR, PHIKQ
|
13F-HR |
8/15/2016, 09:17 AM |
Q1 2016 |
42 |
$133M |
+$48.7M |
-$38.3M |
+$10.4M |
FWRD, AGX, RMR, MENT, DSW
|
13F-HR |
5/16/2016, 09:56 AM |
Q4 2015 |
35 |
$121M |
+$47.2M |
-$63.3M |
-$16.2M |
TNET, PRSC, AVTA, EGL, DSW
|
13F-HR |
2/16/2016, 10:07 AM |
Q3 2015 |
41 |
$134M |
+$60.6M |
-$40.5M |
+$20.1M |
BHE, EGL, VVI, TNET, SIR
|
13F-HR |
11/16/2015, 09:37 AM |
Q2 2015 |
36 |
$120M |
+$36.6M |
-$24.3M |
+$12.3M |
IBP, KLXI, VVI, MSM, PRSC
|
13F-HR |
8/14/2015, 11:01 AM |
Q1 2015 |
30 |
$106M |
+$39.8M |
-$20.7M |
+$19.1M |
IBP, KLXI, PRSC, AHH, VVI
|
13F-HR |
5/15/2015, 09:52 AM |
Q4 2014 |
24 |
$84.4M |
+$22.9M |
-$14.8M |
+$8.06M |
IBP, AVTA, AHH, SRT, PRSC
|
13F-HR |
2/13/2015, 11:34 AM |
Q3 2014 |
26 |
$67.4M |
+$17M |
-$28.7M |
-$11.8M |
PERY, AVTA, IBP, NCMI, SRT
|
13F-HR |
11/14/2014, 12:07 PM |
Q2 2014 |
29 |
$82M |
$0 |
$0 |
|
PERY, AGX, AVTA, EPIQ, PRSC
|
13F-HR |
8/14/2014, 11:36 AM |