Q2 2024 |
70 |
$2.17B |
+$803M |
-$805M |
-$1.88M |
TSM, RDDT, NVDA, GEV, MU
|
13F-HR |
8/14/2024, 09:55 AM |
Q1 2024 |
68 |
$2.09B |
+$974M |
-$882M |
+$91.8M |
MU, TSM, CEG, MELI, NEE
|
13F-HR |
5/15/2024, 10:03 AM |
Q4 2023 |
75 |
$1.84B |
+$783M |
-$707M |
+$76.2M |
MELI, ESTC, TSM, MDB, DV
|
13F-HR |
2/14/2024, 08:27 AM |
Q3 2023 |
58 |
$1.58B |
+$481M |
-$747M |
-$266M |
NVDA, INSP, AMZN, MELI, APTV
|
13F-HR |
11/14/2023, 09:54 AM |
Q2 2023 |
69 |
$1.97B |
+$678M |
-$627M |
+$51.3M |
NVDA, INSP, MPWR, LNTH, TTD
|
13F-HR |
8/14/2023, 10:12 AM |
Q1 2023 |
66 |
$1.78B |
+$700M |
-$493M |
+$207M |
FSLR, FOUR, INSP, TMDX, MPWR
|
13F-HR |
5/15/2023, 10:15 AM |
Q4 2022 |
61 |
$1.37B |
+$629M |
-$411M |
+$218M |
INSP, FSLR, ENPH, SHLS, TMDX
|
13F-HR |
2/14/2023, 09:46 AM |
Q3 2022 |
59 |
$1.21B |
+$477M |
-$580M |
-$103M |
TSLA, ENPH, PANW, CRWD, ALB
|
13F-HR |
11/14/2022, 12:01 PM |
Q2 2022 |
61 |
$1.26B |
+$276M |
-$427M |
-$152M |
CRWD, HZNP, SITM, MPWR, ENPH
|
13F-HR |
8/15/2022, 11:05 AM |
Q1 2022 |
62 |
$1.82B |
+$710M |
-$761M |
-$51M |
CRWD, HZNP, SITM, ABNB, MPWR
|
13F-HR |
5/16/2022, 10:39 AM |
Q4 2021 |
68 |
$2.09B |
+$487M |
-$587M |
-$100M |
HZNP, ABNB, SITM, SKY, ENVX
|
13F-HR |
2/14/2022, 05:06 PM |
Q3 2021 |
67 |
$2.21B |
+$691M |
-$458M |
+$233M |
HZNP, VSAT, ABNB, SKY, SMTC
|
13F-HR |
11/15/2021, 04:31 PM |
Q2 2021 |
67 |
$2B |
+$476M |
-$438M |
+$37.9M |
HZNP, GNRC, RNG, ABNB, VSAT
|
13F-HR |
8/16/2021, 04:12 PM |
Q1 2021 |
65 |
$1.83B |
+$502M |
-$749M |
-$246M |
HZNP, SLQT, LAD, GNRC, EVBG
|
13F-HR |
5/17/2021, 08:52 AM |
Q4 2020 |
68 |
$2.02B |
+$504M |
-$401M |
+$103M |
TSLA, RNG, ENPH, CRWD, ONEM
|
13F-HR |
2/16/2021, 04:54 PM |
Q3 2020 |
59 |
$1.44B |
+$472M |
-$398M |
+$74.7M |
TSLA, RNG, HZNP, LAD, ENPH
|
13F-HR |
11/16/2020, 04:36 PM |
Q2 2020 |
65 |
$1.19B |
+$404M |
-$486M |
-$81.6M |
TSLA, RNG, CRWD, HZNP, SHOP
|
13F-HR |
8/14/2020, 05:12 PM |
Q1 2020 |
54 |
$875M |
+$394M |
-$387M |
+$6.61M |
CRWD, RNG, AMZN, TSLA, UNH
|
13F-HR |
5/15/2020, 04:09 PM |
Q4 2019 |
67 |
$910M |
+$419M |
-$247M |
+$172M |
RNG, LNG, TSLA, SMPL, PWR
|
13F-HR |
2/14/2020, 04:27 PM |
Q3 2019 |
68 |
$680M |
+$200M |
-$237M |
-$37.4M |
RNG, MTCH, ESTC, GNRC, TWLO
|
13F-HR |
11/14/2019, 04:00 PM |
Q2 2019 |
69 |
$763M |
+$322M |
-$216M |
+$105M |
TWLO, STRA, MTCH, PS, EEFT
|
13F-HR |
8/14/2019, 04:21 PM |
Q1 2019 |
52 |
$613M |
+$196M |
-$247M |
-$51.2M |
TWLO, RNG, LNG, ZEN, BAND
|
13F-HR |
5/15/2019, 04:39 PM |
Q4 2018 |
48 |
$546M |
+$137M |
-$528M |
-$391M |
TWLO, LNG, RNG, BAND, TSLA
|
13F-HR |
2/14/2019, 04:44 PM |
Q3 2018 |
61 |
$1.03B |
+$450M |
-$139M |
+$311M |
SPLK, ROKU, LNG, TTD, TWLO
|
13F-HR |
11/14/2018, 04:18 PM |
Q2 2018 |
53 |
$631M |
+$204M |
-$243M |
-$39M |
TWLO, TTD, LNG, WW, TLND
|
13F-HR |
8/14/2018, 04:17 PM |
Q1 2018 |
57 |
$586M |
+$216M |
-$228M |
-$11.3M |
FND, HOME, META, LNG, EVBG
|
13F-HR |
5/15/2018, 04:23 PM |
Q4 2017 |
60 |
$570M |
+$201M |
-$125M |
+$75.8M |
FND, MULE, META, AMZN, UNH
|
13F-HR |
2/14/2018, 04:32 PM |
Q3 2017 |
52 |
$464M |
+$129M |
-$135M |
-$6.07M |
TLND, META, SHOP, TSLA, PLNT
|
13F-HR |
11/14/2017, 04:31 PM |
Q2 2017 |
50 |
$436M |
+$154M |
-$96.4M |
+$57.6M |
TRUE, NXST, PTC, TLND, TSLA
|
13F-HR |
8/14/2017, 04:23 PM |
Q1 2017 |
46 |
$359M |
+$137M |
-$117M |
+$20.1M |
TSLA, META, TRUE, MBBYF, AMZN
|
13F-HR |
5/15/2017, 05:19 PM |
Q4 2016 |
54 |
$307M |
+$125M |
-$127M |
-$1.98M |
META, AMZN, ZAYO, PTC, NXST
|
13F-HR |
2/14/2017, 05:21 PM |
Q3 2016 |
50 |
$316M |
+$138M |
-$93.1M |
+$44.9M |
AMZN, META, FN, GOOGL, PTC
|
13F-HR |
11/14/2016, 05:25 PM |
Q2 2016 |
42 |
$252M |
+$89.9M |
-$122M |
-$32.5M |
AMZN, META, ELLI, CSAL, FN
|
13F-HR |
8/15/2016, 05:03 PM |
Q1 2016 |
47 |
$278M |
+$116M |
-$83.9M |
+$32.5M |
META, AMZN, CSAL, FSLR, TSLA
|
13F-HR |
5/16/2016, 05:20 PM |
Q4 2015 |
32 |
$246M |
+$113M |
-$75.4M |
+$37.7M |
AMZN, META, MSFT, TSLA, FSLR
|
13F-HR |
2/16/2016, 08:34 AM |
Q3 2015 |
36 |
$193M |
+$75.9M |
-$87.5M |
-$11.6M |
AMZN, META, GOOGL, TSLA, MHK
|
13F-HR |
11/16/2015, 03:16 PM |
Q2 2015 |
45 |
$217M |
$0 |
$0 |
|
META, TSLA, AMZN, AGN, ABCO
|
13F-HR |
8/14/2015, 04:58 PM |