Q3 2024 |
75 |
$648M |
+$349M |
-$398M |
-$49.7M |
AAPL, MCD, SPOT, CEG, W
|
13F-HR |
11/14/2024, 02:34 PM |
Q2 2024 |
53 |
$669M |
+$355M |
-$580M |
-$225M |
AAPL, STX, WDC, SPOT, AMZN
|
13F-HR |
8/14/2024, 01:15 PM |
Q1 2024 |
84 |
$878M |
+$662M |
-$182M |
+$480M |
PINS, AMZN, HUBS, TGT, AAPL
|
13F-HR |
5/15/2024, 05:08 PM |
Q4 2023 |
58 |
$385M |
+$245M |
-$185M |
+$60.7M |
AKAM, AMZN, FLEX, PINS, CFLT
|
13F-HR |
2/14/2024, 01:12 PM |
Q3 2023 |
33 |
$299M |
+$194M |
-$442M |
-$248M |
AKAM, SMTC, DPZ, WMG, MU
|
13F-HR |
11/14/2023, 09:09 AM |
Q2 2023 |
41 |
$544M |
+$323M |
-$255M |
+$68.4M |
AMZN, SPOT, TSM, DDOG, MSFT
|
13F-HR |
8/14/2023, 02:15 PM |
Q1 2023 |
42 |
$417M |
+$259M |
-$169M |
+$89.6M |
FLEX, AYX, MSFT, SPOT, NVDA
|
13F-HR |
5/12/2023, 03:52 PM |
Q4 2022 |
46 |
$296M |
+$200M |
-$151M |
+$49M |
FLEX, FIVN, MDB, NFLX, GTLB
|
13F-HR |
2/14/2023, 09:18 AM |
Q3 2022 |
24 |
$224M |
+$117M |
-$103M |
+$14.1M |
FLEX, ESTC, CSGP, TWLO, DAY
|
13F-HR |
11/14/2022, 10:52 AM |
Q2 2022 |
30 |
$203M |
+$73.1M |
-$149M |
-$75.7M |
FLEX, DAY, SMTC, CLS, ESTC
|
13F-HR |
8/15/2022, 10:53 AM |
Q1 2022 |
24 |
$328M |
+$119M |
-$130M |
-$10.5M |
FLEX, DAY, FOUR, SMTC, CLS
|
13F-HR |
5/16/2022, 10:01 AM |
Q4 2021 |
31 |
$345M |
+$142M |
-$114M |
+$28.5M |
FLEX, OUT, FOUR, HMHC, SMTC
|
13F-HR |
2/14/2022, 11:01 AM |
Q3 2021 |
30 |
$306M |
+$153M |
-$119M |
+$34.7M |
FLEX, MSFT, OUT, HMHC, DAY
|
13F-HR |
11/15/2021, 10:24 AM |
Q2 2021 |
32 |
$273M |
+$95.3M |
-$199M |
-$104M |
TWTR, DAY, FOUR, AVID, OUT
|
13F-HR |
8/11/2021, 10:23 AM |
Q1 2021 |
30 |
$353M |
+$156M |
-$150M |
+$5.62M |
TWTR, TRIP, FOUR, FLEX, PRCH
|
13F-HR |
5/12/2021, 12:21 PM |
Q4 2020 |
38 |
$313M |
+$145M |
-$82.9M |
+$62.2M |
FLEX, IT, AMZN, CSTM, TWTR
|
13F-HR |
2/16/2021, 10:40 AM |
Q3 2020 |
30 |
$176M |
+$81.3M |
-$133M |
-$51.3M |
FLEX, IT, AMZN, WDAY, RKT
|
13F-HR |
11/16/2020, 12:33 PM |
Q2 2020 |
24 |
$205M |
+$186M |
-$61M |
+$125M |
FLEX, IT, PINS, GOOGL, SMAR
|
13F-HR |
8/14/2020, 10:42 AM |
Q1 2020 |
25 |
$67.4M |
+$45.6M |
-$131M |
-$85.6M |
INFO, V, PINS, UBER, WDAY
|
13F-HR |
5/15/2020, 11:56 AM |
Q4 2019 |
33 |
$165M |
+$134M |
-$45.9M |
+$87.7M |
EPAY, DXC, GOOGL, FLEX, KLIC
|
13F-HR |
2/14/2020, 10:56 AM |
Q3 2019 |
17 |
$71.4M |
+$38.9M |
-$113M |
-$74.2M |
VYX, EPAY, LVGO, WWD, GOOGL
|
13F-HR |
11/14/2019, 09:59 AM |
Q2 2019 |
30 |
$144M |
+$76.9M |
-$47.5M |
+$29.3M |
VYX, SMAR, FTDR, WWD, TLND
|
13F-HR |
8/14/2019, 11:27 AM |
Q1 2019 |
32 |
$111M |
+$72.7M |
-$44.2M |
+$28.6M |
VYX, BABA, TLND, GOOGL, MU
|
13F-HR |
5/14/2019, 09:43 AM |
Q4 2018 |
23 |
$69.6M |
$0 |
$0 |
|
VYX, LOGM, PS, SMAR, FIVN
|
13F-HR |
2/14/2019, 09:44 AM |