| Q1 2022 |
6 |
$13.2M |
$0 |
-$40.5M |
-$40.5M |
HDB, FERG, PROF, WIX, NICE
|
13F-HR |
5/12/2022, 05:05 PM |
| Q4 2021 |
12 |
$68.3M |
+$5M |
-$7.42M |
-$2.42M |
FERG, NICE, PROF, WIX, RCEL
|
13F-HR |
2/14/2022, 03:49 PM |
| Q3 2021 |
13 |
$75.3M |
+$8.35M |
-$9.74M |
-$1.4M |
FERG, NICE, PROF, WIX, RCEL
|
13F-HR |
11/12/2021, 03:15 PM |
| Q2 2021 |
13 |
$79.3M |
+$22.2M |
-$5.42M |
+$16.7M |
WIX, FERG, NICE, PROF, RCEL
|
13F-HR |
8/12/2021, 05:13 PM |
| Q1 2021 |
13 |
$61.7M |
+$17.7M |
-$7.16M |
+$10.6M |
WIX, PROF, RCEL, OTEX, AUPH
|
13F-HR |
5/13/2021, 12:57 PM |
| Q4 2020 |
11 |
$50.9M |
+$13.5M |
-$4.98M |
+$8.51M |
WIX, NICE, PROF, OTEX, AXNX
|
13F-HR |
2/10/2021, 01:33 PM |
| Q3 2020 |
8 |
$42.9M |
+$381K |
-$48.6M |
-$48.2M |
RCEL, WIX, AXNX, NICE, PROF
|
13F-HR |
11/10/2020, 08:22 PM |
| Q2 2020 |
9 |
$88.4M |
+$33.8M |
-$108M |
-$73.9M |
RCEL, WIX, AXNX, BHVN, NICE
|
13F-HR |
8/14/2020, 01:46 PM |
| Q1 2020 |
9 |
$109M |
+$17.3M |
-$17.6M |
-$365K |
RCEL, AXNX, WIX, MSFT, NICE
|
13F-HR |
5/13/2020, 07:54 PM |
| Q4 2019 |
10 |
$124M |
+$88.2M |
-$31.6M |
+$56.6M |
RCEL, BHVN, WIX, NICE, AXNX
|
13F-HR |
2/11/2020, 09:30 PM |
| Q3 2019 |
9 |
$75.2M |
+$26.6M |
-$30.1M |
-$3.53M |
MSFT, NICE, BHVN, FTI, COLD
|
13F-HR |
11/6/2019, 08:25 PM |
| Q2 2019 |
9 |
$78.9M |
+$21.4M |
-$22.8M |
-$1.42M |
MSFT, NICE, V, FTI, IQV
|
13F-HR |
8/12/2019, 05:28 PM |
| Q1 2019 |
10 |
$74.9M |
+$36.4M |
-$45.4M |
-$9.01M |
MSFT, V, NXPI, NICE, IQV
|
13F-HR |
5/13/2019, 07:22 PM |
| Q4 2018 |
6 |
$73M |
+$27.4M |
-$59.7M |
-$32.3M |
ICLR, NXPI, MSFT, NCLH, NVT
|
13F-HR |
1/17/2019, 08:14 PM |
| Q3 2018 |
7 |
$115M |
$0 |
$0 |
|
NXPI, RIG, META, MSFT, NCLH
|
13F-HR |
10/29/2018, 09:06 PM |