Q2 2024 |
25 |
$1.37B |
+$210M |
-$253M |
-$43.4M |
ASND, FOUR, APP, SG, APG
|
13F-HR |
8/14/2024, 08:52 AM |
Q1 2024 |
25 |
$1.5B |
+$179M |
-$234M |
-$54.6M |
APP, ASND, WSC, CSGP, EXAS
|
13F-HR |
5/15/2024, 10:45 AM |
Q4 2023 |
25 |
$1.39B |
+$243M |
-$416M |
-$172M |
WSC, ASND, FOUR, DASH, AFRM
|
13F-HR |
2/14/2024, 10:40 AM |
Q3 2023 |
25 |
$1.28B |
+$236M |
-$377M |
-$141M |
APP, NTNX, SPOT, PSTG, AFRM
|
13F-HR |
11/14/2023, 09:49 AM |
Q2 2023 |
25 |
$1.38B |
+$94.3M |
-$201M |
-$107M |
PANW, PSTG, SPOT, DDOG, NTNX
|
13F-HR |
8/14/2023, 09:04 AM |
Q1 2023 |
25 |
$1.33B |
+$145M |
-$167M |
-$22.2M |
PANW, ASND, SPOT, NTNX, EXAS
|
13F-HR |
5/15/2023, 09:49 AM |
Q4 2022 |
25 |
$1.24B |
+$111M |
-$271M |
-$160M |
ASND, AMG, GDDY, TDG, NTNX
|
13F-HR |
2/14/2023, 09:52 AM |
Q3 2022 |
25 |
$1.41B |
+$143M |
-$325M |
-$183M |
ASND, NTNX, LESL, PANW, FIVE
|
13F-HR |
11/14/2022, 10:33 AM |
Q2 2022 |
25 |
$1.8B |
+$281M |
-$499M |
-$217M |
APP, SPLK, ASND, PANW, AMG
|
13F-HR |
8/15/2022, 09:15 AM |
Q1 2022 |
25 |
$2.93B |
+$293M |
-$785M |
-$492M |
SPLK, NTNX, APP, EXAS, LYFT
|
13F-HR |
5/16/2022, 10:04 AM |
Q4 2021 |
25 |
$3.77B |
+$301M |
-$423M |
-$123M |
PANW, AMG, EXAS, APP, NTNX
|
13F-HR |
2/14/2022, 12:32 PM |
Q3 2021 |
25 |
$4.36B |
+$643M |
-$410M |
+$233M |
SPLK, NTNX, ULTA, AMG, PANW
|
13F-HR |
11/15/2021, 12:00 PM |
Q2 2021 |
25 |
$4.49B |
+$766M |
-$355M |
+$411M |
BYND, SPLK, NTNX, PANW, AMG
|
13F-HR |
8/16/2021, 03:12 PM |
Q1 2021 |
25 |
$3.8B |
+$773M |
-$256M |
+$518M |
SPLK, AMG, EXAS, BYND, PANW
|
13F-HR |
5/17/2021, 02:49 PM |
Q4 2020 |
25 |
$3.26B |
+$609M |
-$71.3M |
+$538M |
PANW, EXAS, LYFT, SPLK, SQ
|
13F-HR |
2/16/2021, 04:16 PM |
Q3 2020 |
26 |
$2.16B |
+$449M |
-$69.1M |
+$380M |
SQ, EXAS, CMG, TWTR, SPLK
|
13F-HR |
11/16/2020, 02:16 PM |
Q2 2020 |
26 |
$1.61B |
+$473M |
-$101M |
+$372M |
SPLK, PANW, SVMK, RDFN, EXAS
|
13F-HR |
8/14/2020, 10:53 AM |
Q1 2020 |
25 |
$885M |
+$323M |
-$90.7M |
+$232M |
DOCU, PANW, CMG, GDDY, EXAS
|
13F-HR |
5/15/2020, 03:18 PM |
Q4 2019 |
25 |
$779M |
+$364M |
$0 |
+$364M |
PANW, PFPT, ULTA, GDDY, PCRX
|
13F-HR |
2/14/2020, 02:15 PM |
Q3 2019 |
25 |
$377M |
+$89.3M |
-$23.5M |
+$65.8M |
PFPT, NTNX, TWTR, GDDY, PANW
|
13F-HR |
11/14/2019, 09:45 AM |
Q2 2019 |
26 |
$317M |
+$72.6M |
-$16.2M |
+$56.3M |
PFPT, TWTR, DXCM, PANW, PCRX
|
13F-HR |
8/14/2019, 09:33 AM |
Q1 2019 |
26 |
$258M |
+$91.9M |
-$2.76M |
+$89.2M |
PFPT, TWTR, CMG, DOCU, ANET
|
13F-HR |
5/15/2019, 11:59 AM |
Q4 2018 |
26 |
$133M |
$0 |
$0 |
|
PFPT, CMG, DOCU, TWTR, GDDY
|
13F-HR |
2/14/2019, 02:54 PM |