Q4 2023 |
2 |
$2.57M |
+$2.57M |
$0 |
+$2.57M |
SPY, ARKK
|
13F-HR |
2/12/2024, 06:24 PM |
Q3 2023 |
0 |
$0 |
$0 |
$0 |
|
|
13F-HR |
11/8/2023, 12:46 PM |
Q2 2023 |
0 |
$0 |
$0 |
$0 |
|
|
13F-HR |
8/4/2023, 09:21 PM |
Q1 2023 |
0 |
$0 |
$0 |
$0 |
|
|
13F-HR |
5/9/2023, 11:23 AM |
Q4 2022 |
0 |
$0 |
$0 |
$0 |
|
|
13F-HR |
2/1/2023, 03:33 PM |
Q3 2022 |
0 |
$0 |
$0 |
$0 |
|
|
13F-HR |
10/6/2022, 08:22 AM |
Q2 2022 |
0 |
$0 |
$0 |
-$130M |
-$130M |
|
13F-HR |
8/15/2022, 09:06 PM |
Q1 2022 |
5 |
$130M |
+$25.8M |
-$72M |
-$46.2M |
EB, FWONK, BKNG, TOST
|
13F-HR |
5/16/2022, 08:32 AM |
Q4 2021 |
8 |
$207M |
+$32.2M |
-$27.8M |
+$4.41M |
EB, RPAY, FWONK, YNDX, PAYO
|
13F-HR |
2/10/2022, 09:16 AM |
Q3 2021 |
9 |
$216M |
+$126M |
-$88.8M |
+$37.2M |
EB, FWONK, RPAY, YNDX, PAGS
|
13F-HR |
11/15/2021, 09:10 AM |
Q2 2021 |
11 |
$182M |
+$105M |
-$104M |
+$1.22M |
EB, RPAY, PAYO, YNDX, BTRS
|
13F-HR |
8/13/2021, 09:48 AM |
Q1 2021 |
9 |
$187M |
+$94.8M |
-$71.5M |
+$23.3M |
FWONK, RPAY, EB, FTOC, BTRS
|
13F-HR |
5/14/2021, 12:00 PM |
Q4 2020 |
5 |
$163M |
+$110M |
-$85M |
+$25.2M |
MTCH, RPAY, FWONK, EB, SMMC
|
13F-HR |
2/8/2021, 12:26 PM |
Q3 2020 |
5 |
$123M |
+$82.1M |
-$86.2M |
-$4.03M |
MTCH, SBAC, TPIC, REAL, MGNI
|
13F-HR |
10/26/2020, 01:00 PM |
Q2 2020 |
6 |
$122M |
+$26.7M |
-$41.6M |
-$14.8M |
SBAC, MTCH, CMCSA, RUBI, REAL
|
13F-HR |
8/7/2020, 11:08 AM |
Q1 2020 |
4 |
$111M |
+$111M |
-$154M |
-$43.1M |
SBAC, MTCH, CHWY, RUBI
|
13F-HR |
4/30/2020, 03:25 PM |
Q4 2019 |
7 |
$154M |
+$31.5M |
-$93M |
-$61.4M |
EQIX, SPSC, GEN, INXN, RAMP
|
13F-HR |
1/24/2020, 10:09 AM |
Q3 2019 |
5 |
$202M |
+$82.5M |
-$120M |
-$37.3M |
INXN, EQIX, SPSC, RAMP, SYMC
|
13F-HR |
11/6/2019, 02:52 PM |
Q2 2019 |
5 |
$253M |
+$13.8M |
-$64M |
-$50.2M |
SBAC, EQIX, SPSC, INXN, ORBC
|
13F-HR |
8/12/2019, 03:47 PM |
Q1 2019 |
6 |
$282M |
+$177M |
-$85.2M |
+$91.8M |
SBAC, ORBC, EQIX, SPSC, PYPL
|
13F-HR |
5/9/2019, 01:26 PM |
Q4 2018 |
6 |
$189M |
$0 |
$0 |
|
ORBC, RAMP, EXPE, SPSC, PYPL
|
13F-HR |
2/13/2019, 09:47 AM |