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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 11 | $554M | +$1.43M | -$80.7M | -$79.3M | OTEX, VEEV, CRH, CIGI, CNM | 13F-HR | 11/13/2025, 09:15 AM |
| Q2 2025 | 11 | $601M | +$415K | -$60.9M | -$60.5M | CNM, CIGI, VEEV, OTEX, QLYS | 13F-HR | 8/13/2025, 09:20 AM |
| Q1 2025 | 11 | $618M | +$120M | -$33.1M | +$86.8M | QLYS, CIGI, CNM, VEEV, OTEX | 13F-HR | 5/14/2025, 06:16 AM |
| Q4 2024 | 10 | $666M | +$45.2M | -$39.1M | +$6.06M | QLYS, CIGI, ZD, CNM, DAVA | 13F-HR | 2/13/2025, 06:30 AM |
| Q3 2024 | 10 | $677M | +$31M | -$57.9M | -$26.9M | CIGI, LGIH, OTEX, ELV, NOW | 13F-HR | 11/13/2024, 09:45 AM |
| Q2 2024 | 10 | $670M | +$50M | -$98.3M | -$48.2M | NOW, ELV, CIGI, ZD, OTEX | 13F-HR | 8/13/2024, 12:12 PM |
| Q1 2024 | 11 | $804M | +$129M | -$77M | +$52.2M | WDC, OTEX, LGIH, CIGI, NOW | 13F-HR | 5/14/2024, 08:08 AM |
| Q4 2023 | 10 | $807M | +$58.3M | -$66.3M | -$7.98M | DAVA, OTEX, LGIH, CIGI, WDC | 13F-HR | 2/13/2024, 09:08 AM |
| Q3 2023 | 10 | $661M | +$17.2M | -$54.9M | -$37.6M | NOW, QLYS, DAVA, WDC, OTEX | 13F-HR | 11/13/2023, 10:04 AM |
| Q2 2023 | 11 | $704M | +$15M | -$3.62M | +$11.4M | NOW, LGIH, QLYS, OTEX, DAVA | 13F-HR | 8/11/2023, 09:57 AM |
| Q1 2023 | 11 | $683M | +$25.6M | -$41M | -$15.4M | NOW, QLYS, ZD, LGIH, DAVA | 13F-HR | 5/11/2023, 11:10 AM |
| Q4 2022 | 12 | $631M | +$31.7M | -$17.7M | +$14M | ZD, DAVA, NOW, QLYS, LGIH | 13F-HR | 2/13/2023, 09:25 AM |
| Q3 2022 | 12 | $611M | +$114M | -$71.1M | +$43.3M | QLYS, NOW, ZD, ARKO, CIGI | 13F-HR | 11/14/2022, 09:06 AM |
| Q2 2022 | 12 | $669M | +$92.2M | -$79.2M | +$13M | QLYS, NOW, CIGI, OTEX, ELV | 13F-HR | 8/12/2022, 06:13 AM |
| Q1 2022 | 12 | $764M | +$74.8M | -$64.1M | +$10.7M | QLYS, ELV, CIGI, DAVA, OTEX | 13F-HR | 5/13/2022, 07:04 AM |
| Q4 2021 | 12 | $834M | +$21.1M | -$69.5M | -$48.5M | DAVA, CIGI, QLYS, ELV, OTEX | 13F-HR | 2/14/2022, 10:17 AM |
| Q3 2021 | 13 | $812M | +$73.5M | -$45.9M | +$27.6M | CIGI, DAVA, OTEX, QLYS, ELV | 13F-HR | 11/12/2021, 09:12 AM |
| Q2 2021 | 12 | $775M | +$34.4M | -$68.8M | -$34.4M | DAVA, OTEX, ELV, LGIH, CIGI | 13F-HR | 8/13/2021, 02:04 PM |
| Q1 2021 | 13 | $756M | +$102M | -$58.5M | +$43.3M | UPLD, LGIH, OTEX, DAVA, ELV | 13F-HR | 5/13/2021, 12:46 PM |
| Q4 2020 | 12 | $655M | +$60.5M | -$99.5M | -$39M | UPLD, PFPT, ELV, DAVA, OTEX | 13F-HR | 2/11/2021, 02:10 PM |
| Q3 2020 | 13 | $598M | +$20.5M | -$14M | +$6.57M | DAVA, UPLD, LGIH, OTEX, NOW | 13F-HR | 11/12/2020, 02:20 PM |
| Q2 2020 | 14 | $555M | +$15.2M | -$6.92M | +$8.32M | OTEX, PFPT, UPLD, ATH, GOOGL | 13F-HR | 8/13/2020, 11:39 AM |
| Q1 2020 | 14 | $450M | +$114M | -$109M | +$4.84M | SATS, PFPT, OTEX, ATH, UPLD | 13F-HR | 5/14/2020, 12:05 PM |
| Q4 2019 | 15 | $589M | +$13.6M | -$23M | -$9.42M | ATH, SATS, OTEX, ELV, GOOGL | 13F-HR | 2/13/2020, 11:05 AM |
| Q3 2019 | 15 | $561M | +$135M | -$81.8M | +$53M | ATH, OTEX, SATS, GOOGL, PFPT | Restatement | 11/18/2019, 11:27 AM |
| Q2 2019 | 15 | $514M | +$15.5M | -$52.5M | -$36.9M | OTEX, SATS, ATH, HTH, UPLD | 13F-HR | 8/13/2019, 10:48 AM |
| Q1 2019 | 14 | $526M | +$27.9M | -$28.1M | -$239K | OTEX, GOOGL, ATH, SATS, HTH | 13F-HR | 5/14/2019, 09:15 AM |
| Q4 2018 | 15 | $457M | +$94.3M | -$55.1M | +$39.3M | OTEX, ATH, GOOGL, SATS, HTH | 13F-HR | 2/13/2019, 10:06 AM |
| Q3 2018 | 11 | $528M | +$27.4M | -$15.8M | +$11.6M | ATH, OTEX, SATS, GOOGL, C | 13F-HR | 11/13/2018, 09:13 AM |
| Q2 2018 | 10 | $479M | +$111M | -$7.81M | +$103M | GOOGL, OTEX, SATS, ATH, HTH | 13F-HR | 8/9/2018, 06:06 AM |
| Q1 2018 | 10 | $377M | +$31.8M | -$62.1M | -$30.3M | APO, ATH, SATS, GOOGL, HTH | 13F-HR | 5/15/2018, 08:49 AM |
| Q4 2017 | 12 | $442M | $0 | $0 | APO, GOOGL, SATS, HTH, ATH | 13F-HR | 2/12/2018, 09:12 AM |