Q3 2024 |
88 |
$201M |
+$15.5M |
-$34.1M |
-$18.6M |
PRCT, KRNT, CVNA, PI, CLPT
|
13F-HR |
10/22/2024, 06:11 PM |
Q2 2024 |
87 |
$210M |
+$14.3M |
-$10.9M |
+$3.38M |
MPWR, CYBR, CVNA, PSTG, WIX
|
13F-HR |
7/29/2024, 01:30 PM |
Q1 2024 |
85 |
$210M |
+$10.7M |
-$18.9M |
-$8.19M |
QUIK, CYBR, MPWR, NSSC, GKOS
|
13F-HR |
4/19/2024, 01:05 PM |
Q4 2023 |
87 |
$199M |
+$6.3M |
-$13.8M |
-$7.46M |
QUIK, PI, PRCT, MPWR, PCOR
|
13F-HR |
1/29/2024, 06:40 PM |
Q3 2023 |
88 |
$180M |
+$10.7M |
-$13.8M |
-$3.07M |
QUIK, CYBR, PCOR, BOOT, PRCT
|
13F-HR |
10/25/2023, 03:14 PM |
Q2 2023 |
87 |
$205M |
+$19.3M |
-$14.2M |
+$5.03M |
QUIK, BOOT, PCOR, CYBR, PRCT
|
13F-HR |
7/28/2023, 09:07 PM |
Q1 2023 |
87 |
$183M |
+$8.1M |
-$12.7M |
-$4.56M |
NSSC, CYBR, PCOR, PSTG, INMD
|
13F-HR |
4/25/2023, 04:14 PM |
Q4 2022 |
88 |
$176M |
+$10.7M |
-$18.7M |
-$7.94M |
NSSC, PSTG, BOOT, PI, CYBR
|
13F-HR |
2/3/2023, 06:13 PM |
Q3 2022 |
86 |
$192M |
+$13.5M |
-$12.4M |
+$1.1M |
NSSC, PI, GDYN, PSTG, CYBR
|
13F-HR |
11/4/2022, 05:35 PM |
Q2 2022 |
86 |
$192M |
+$2.38M |
-$10.7M |
-$8.36M |
GDYN, NSSC, PI, QUIK, PSTG
|
13F-HR |
8/3/2022, 06:52 PM |
Q1 2022 |
87 |
$269M |
+$39M |
-$32.2M |
+$6.78M |
PSTG, EBIXQ, CYBR, NSSC, MPWR
|
13F-HR |
4/25/2022, 01:55 PM |
Q4 2021 |
89 |
$319M |
+$16.3M |
-$12.3M |
+$4M |
GDYN, PI, KRNT, TSEM, NVEE
|
13F-HR |
1/20/2022, 07:07 PM |
Q3 2021 |
87 |
$310M |
+$13.8M |
-$20M |
-$6.22M |
GDYN, INMD, KRNT, APYX, NSSC
|
13F-HR |
10/27/2021, 12:33 PM |
Q2 2021 |
90 |
$320M |
+$22.1M |
-$48.3M |
-$26.2M |
KRNT, FVRR, BOOT, INMD, CVNA
|
13F-HR |
7/26/2021, 04:20 PM |
Q1 2021 |
91 |
$324M |
+$17.2M |
-$29.6M |
-$12.5M |
KRNT, FVRR, INMD, VUZI, PI
|
13F-HR |
4/23/2021, 02:03 PM |
Q4 2020 |
91 |
$305M |
+$26.7M |
-$9.98M |
+$16.7M |
KRNT, VUZI, FVRR, NVCR, NNDM
|
13F-HR |
1/21/2021, 05:43 PM |
Q3 2020 |
92 |
$227M |
+$20.9M |
-$14.6M |
+$6.35M |
FVRR, CGEN, KRNT, CVNA, NVCR
|
13F-HR |
10/20/2020, 03:59 PM |
Q2 2020 |
91 |
$201M |
+$27.6M |
-$12M |
+$15.6M |
VAPO, CGEN, KRNT, FVRR, WIX
|
13F-HR |
7/22/2020, 03:30 PM |
Q1 2020 |
87 |
$128M |
$0 |
$0 |
|
CGEN, VAPO, NVDA, CYRX, KRNT
|
New Holdings |
5/6/2020, 02:25 PM |
Q1 2020 |
87 |
$128M |
+$29M |
-$19.1M |
+$9.91M |
CGEN, VAPO, NVDA, CYRX, KRNT
|
13F-HR |
4/24/2020, 01:43 PM |
Q4 2019 |
86 |
$145M |
+$10.4M |
-$12M |
-$1.65M |
CGEN, KRNT, APYX, NVCR, VAPO
|
13F-HR |
1/23/2020, 08:53 PM |
Q3 2019 |
84 |
$138M |
+$10.3M |
-$12.9M |
-$2.61M |
KRNT, CGEN, TSEM, NVCR, APYX
|
13F-HR |
11/1/2019, 12:28 PM |
Q2 2019 |
86 |
$144M |
+$21.3M |
-$11.7M |
+$9.59M |
KRNT, CYRX, QUIK, AIRG, GKOS
|
Restatement |
8/12/2019, 01:50 PM |
Q1 2019 |
83 |
$129M |
+$9.5M |
-$14M |
-$4.54M |
KRNT, GKOS, WIX, AIRG, MLNX
|
13F-HR |
4/25/2019, 03:48 PM |
Q4 2018 |
84 |
$114M |
+$10.9M |
-$6.04M |
+$4.83M |
GKOS, MLNX, KRNT, QUIK, TWLO
|
13F-HR |
2/7/2019, 05:20 PM |
Q3 2018 |
79 |
$132M |
+$6.29M |
-$22.4M |
-$16.1M |
GKOS, TWLO, QUIK, KRNT, AIRG
|
13F-HR |
10/15/2018, 03:58 PM |
Q2 2018 |
84 |
$138M |
+$7.79M |
-$10.9M |
-$3.08M |
QUIK, TWLO, KRNT, WIX, GKOS
|
13F-HR |
8/1/2018, 10:36 AM |
Q1 2018 |
85 |
$129M |
+$23.3M |
-$17.8M |
+$5.46M |
QUIK, TWLO, MLNX, WIX, TSEM
|
13F-HR |
4/23/2018, 12:03 PM |
Q4 2017 |
85 |
$125M |
$0 |
$0 |
|
QUIK, MLNX, ANET, TSEM, ECHO
|
New Holdings |
2/15/2018, 12:50 PM |
Q4 2017 |
85 |
$125M |
$0 |
$0 |
|
QUIK, MLNX, ANET, TSEM, ECHO
|
13F-HR |
1/25/2018, 03:37 PM |
Q2 2016 |
89 |
$95.9M |
+$7.49M |
-$6.98M |
+$503K |
MLNX, QUIK, AMZN, MIDD, EW
|
13F-HR |
8/3/2016, 02:28 PM |
Q1 2016 |
89 |
$94.5M |
+$11.3M |
-$8.64M |
+$2.68M |
MLNX, QUIK, FI, AMZN, EQIX
|
13F-HR |
4/25/2016, 11:55 AM |
Q4 2015 |
89 |
$88.9M |
+$3.49M |
-$2.52M |
+$974K |
QUIK, EZCH, MLNX, AMZN, NVDA
|
Restatement |
1/29/2016, 03:39 PM |
Q3 2015 |
81 |
$89.9M |
+$7.99M |
-$9.65M |
-$1.66M |
EZCH, QUIK, MLNX, FI, AFOP
|
13F-HR |
10/20/2015, 02:54 PM |
Q2 2015 |
90 |
$96.3M |
+$2.07M |
-$12M |
-$9.93M |
EZCH, QUIK, FAST, PRAA, AFOP
|
13F-HR |
7/24/2015, 12:17 PM |
Q1 2015 |
108 |
$108M |
$0 |
$0 |
|
EZCH, QUIK, FAST, QCOM, PRAA
|
New Holdings |
5/28/2015, 11:26 AM |
Q1 2015 |
110 |
$108M |
+$13M |
-$12.7M |
+$304K |
EZCH, QUIK, FAST, QCOM, PRAA
|
13F-HR |
5/4/2015, 10:58 AM |
Q4 2014 |
100 |
$106M |
$0 |
$0 |
|
QUIK, FAST, QCOM, MLNX, JRO
|
13F-HR |
2/3/2015, 06:02 PM |