Q3 2024 |
9 |
$452M |
+$26.3M |
-$52.4M |
-$26.1M |
GDDY, APP, DT, MLNK, WDAY
|
13F-HR |
11/14/2024, 11:08 AM |
Q2 2024 |
9 |
$408M |
+$46.1M |
-$43.8M |
+$2.32M |
GDDY, APP, MLNK, WDAY, DT
|
13F-HR |
8/14/2024, 11:18 AM |
Q1 2024 |
9 |
$390M |
+$5.46M |
-$58.7M |
-$53.2M |
APP, GDDY, WDAY, MLNK, DT
|
13F-HR |
5/15/2024, 09:41 AM |
Q4 2023 |
9 |
$424M |
$0 |
-$243M |
-$243M |
MLNK, WDAY, APP, GDDY, NCNO
|
13F-HR |
2/14/2024, 10:27 AM |
Q3 2023 |
10 |
$567M |
+$9.63M |
-$9.24M |
+$395K |
DT, APP, ARCE, WDAY, NCNO
|
13F-HR |
11/14/2023, 10:12 AM |
Q2 2023 |
10 |
$558M |
+$8.56M |
-$57.1M |
-$48.5M |
DT, WDAY, NCNO, ARCE, MLNK
|
13F-HR |
8/14/2023, 12:44 PM |
Q1 2023 |
12 |
$551M |
+$51.5M |
-$35.9M |
+$15.7M |
SMAR, WDAY, DT, GDDY, ARCE
|
13F-HR |
5/15/2023, 11:24 AM |
Q4 2022 |
12 |
$499M |
+$44.1M |
-$84.3M |
-$40.2M |
DT, ARCE, SMAR, WDAY, JAMF
|
13F-HR |
2/14/2023, 04:21 PM |
Q3 2022 |
12 |
$526M |
+$96.2M |
-$56.5M |
+$39.7M |
GDDY, SMAR, DT, JAMF, WDAY
|
13F-HR |
11/14/2022, 04:21 PM |
Q2 2022 |
11 |
$526M |
+$91M |
-$104M |
-$13.3M |
DT, PING, GDDY, JAMF, ARCE
|
13F-HR |
8/15/2022, 05:23 PM |
Q1 2022 |
13 |
$715M |
+$99.3M |
-$107M |
-$7.53M |
PING, ARCE, APP, GDDY, SMAR
|
13F-HR |
5/16/2022, 04:07 PM |
Q4 2021 |
15 |
$791M |
+$125M |
-$107M |
+$17.9M |
APP, GDDY, ARCE, MNTV, PING
|
13F-HR |
2/14/2022, 03:31 PM |
Q3 2021 |
15 |
$721M |
+$93.1M |
-$44.3M |
+$48.8M |
APP, MNTV, GDDY, ARCE, PING
|
13F-HR |
11/15/2021, 09:38 AM |
Q2 2021 |
14 |
$730M |
+$143M |
-$75.5M |
+$67.5M |
GDDY, MNTV, ARCE, META, MSP
|
13F-HR |
8/16/2021, 10:42 AM |
Q1 2021 |
13 |
$601M |
+$51.3M |
$0 |
+$51.3M |
GDDY, SVMK, ARCE, META, PING
|
13F-HR |
5/17/2021, 01:00 PM |
Q4 2020 |
13 |
$618M |
+$111M |
-$7.91M |
+$103M |
SVMK, GDDY, ARCE, BABA, META
|
13F-HR |
2/16/2021, 10:04 AM |
Q3 2020 |
13 |
$498M |
+$36.4M |
-$82.4M |
-$46M |
SVMK, GDDY, BABA, META, ARCE
|
13F-HR |
11/16/2020, 06:53 AM |
Q2 2020 |
13 |
$507M |
+$27.8M |
-$35.2M |
-$7.36M |
SVMK, GDDY, PING, BABA, DT
|
13F-HR |
8/14/2020, 07:07 AM |
Q1 2020 |
14 |
$366M |
+$109M |
$0 |
+$109M |
GDDY, SVMK, PING, ARCE, BABA
|
13F-HR |
5/15/2020, 06:06 AM |
Q4 2019 |
13 |
$304M |
+$47.6M |
-$40.2M |
+$7.39M |
GDDY, ARCE, BABA, PING, DT
|
13F-HR |
2/14/2020, 09:00 AM |
Q3 2019 |
15 |
$276M |
+$38.7M |
-$13.2M |
+$25.5M |
ARCE, GDDY, BABA, SAIL, SVMK
|
13F-HR |
11/14/2019, 06:08 AM |
Q2 2019 |
12 |
$250M |
+$28.7M |
-$9.82M |
+$18.9M |
ARCE, GDDY, SAIL, BABA, META
|
13F-HR |
8/14/2019, 10:24 AM |
Q1 2019 |
12 |
$230M |
+$27.6M |
-$27.2M |
+$393K |
GDDY, SAIL, ARCE, SVMK, BABA
|
13F-HR |
5/15/2019, 09:33 AM |
Q4 2018 |
13 |
$183M |
+$27.6M |
-$16M |
+$11.6M |
GDDY, SAIL, AYX, ARCE, BABA
|
13F-HR |
2/14/2019, 09:30 AM |
Q3 2018 |
13 |
$200M |
+$39M |
-$52.9M |
-$13.9M |
AYX, GDDY, SAIL, ARCE, META
|
13F-HR |
11/14/2018, 10:21 AM |
Q2 2018 |
14 |
$184M |
+$15.1M |
-$23.3M |
-$8.12M |
AYX, GDDY, SAIL, META, BL
|
13F-HR |
8/14/2018, 09:05 AM |
Q1 2018 |
14 |
$171M |
+$18.7M |
-$11.9M |
+$6.81M |
AYX, GDDY, SAIL, META, BL
|
13F-HR |
5/15/2018, 09:42 AM |
Q4 2017 |
12 |
$138M |
$0 |
$0 |
|
AYX, GDDY, SEND, SAIL, BL
|
13F-HR |
2/14/2018, 09:31 AM |