Q3 2024 |
23 |
$766M |
+$113M |
-$54.2M |
+$59.3M |
FROG, NET, ESTC, SNOW, CFLT
|
13F-HR |
11/14/2024, 08:07 AM |
Q2 2024 |
25 |
$849M |
+$84.9M |
-$179M |
-$93.7M |
FROG, ESTC, NET, CFLT, SNOW
|
13F-HR |
8/14/2024, 06:13 AM |
Q1 2024 |
24 |
$1B |
+$204M |
-$22.1M |
+$182M |
FROG, NET, ESTC, HCP, SNOW
|
13F-HR |
5/15/2024, 11:00 AM |
Q4 2023 |
23 |
$789M |
+$63.2M |
-$140M |
-$76.5M |
ESTC, SNOW, FROG, NET, HCP
|
13F-HR |
2/14/2024, 08:37 AM |
Q3 2023 |
26 |
$743M |
+$104M |
-$42.6M |
+$61.7M |
SNOW, ESTC, AYX, FROG, OKTA
|
13F-HR |
11/14/2023, 06:08 AM |
Q2 2023 |
26 |
$717M |
+$142M |
-$230M |
-$87.9M |
NET, SNOW, FROG, ESTC, TSM
|
13F-HR |
8/14/2023, 06:14 AM |
Q1 2023 |
27 |
$711M |
+$88.3M |
-$294M |
-$206M |
NET, SNOW, TSM, TSLA, TWLO
|
13F-HR |
5/15/2023, 06:14 AM |
Q4 2022 |
38 |
$798M |
+$165M |
-$59.1M |
+$106M |
TSM, SNOW, NET, DDOG, TSLA
|
13F-HR |
2/14/2023, 06:14 AM |
Q3 2022 |
49 |
$770M |
+$23.1M |
-$80.4M |
-$57.3M |
TSM, SNOW, ESTC, NET, TWLO
|
13F-HR |
11/14/2022, 10:37 AM |
Q2 2022 |
53 |
$895M |
+$283M |
-$121M |
+$162M |
TSM, TWLO, ESTC, SNOW, NOW
|
13F-HR |
8/15/2022, 06:22 AM |
Q1 2022 |
53 |
$1.07B |
+$325M |
-$630M |
-$305M |
TSM, TWLO, TSLA, NOW, ESTC
|
13F-HR |
5/16/2022, 06:16 AM |
Q4 2021 |
64 |
$1.64B |
+$485M |
-$347M |
+$138M |
META, TWLO, NVDA, AMD, CRM
|
13F-HR |
2/14/2022, 07:37 AM |
Q3 2021 |
50 |
$1.4B |
+$265M |
-$237M |
+$28.3M |
NVDA, CRM, TSM, AMD, TSLA
|
13F-HR |
11/15/2021, 06:40 AM |
Q2 2021 |
37 |
$1.47B |
+$262M |
-$69.4M |
+$193M |
NVDA, CRM, TSM, AMD, MSFT
|
13F-HR |
8/9/2021, 12:17 PM |
Q1 2021 |
35 |
$1.1B |
+$246M |
-$36.5M |
+$210M |
NVDA, CRM, AMZN, MSFT, META
|
13F-HR |
5/11/2021, 11:20 AM |
Q4 2020 |
34 |
$929M |
+$288M |
-$222M |
+$65.4M |
NVDA, AMZN, CRM, MSFT, ADSK
|
Restatement |
2/22/2021, 11:10 AM |
Q3 2020 |
39 |
$695M |
+$224M |
-$29.2M |
+$194M |
TSLA, NVDA, AMZN, CRM, MSFT
|
13F-HR |
11/9/2020, 09:16 AM |
Q2 2020 |
29 |
$592M |
+$67M |
-$199M |
-$132M |
TSLA, NVDA, AMZN, CRM, MSFT
|
13F-HR |
8/10/2020, 10:38 AM |
Q1 2020 |
53 |
$494M |
+$196M |
-$39.1M |
+$157M |
TSLA, AMZN, META, MSFT, GOOGL
|
13F-HR |
5/13/2020, 11:02 AM |
Q4 2019 |
37 |
$328M |
+$15.4M |
-$20.6M |
-$5.19M |
TSLA, META, AMZN, MSFT, BABA
|
13F-HR |
2/11/2020, 06:11 AM |
Q3 2019 |
26 |
$257M |
+$5.77M |
-$15.9M |
-$10.2M |
TSLA, AMZN, META, MSFT, AAPL
|
13F-HR |
11/12/2019, 09:03 PM |
Q2 2019 |
29 |
$268M |
+$18.5M |
-$15.1M |
+$3.44M |
TSLA, AMZN, META, MSFT, AAPL
|
13F-HR |
8/12/2019, 09:35 PM |
Q1 2019 |
20 |
$274M |
+$18.7M |
-$27.4M |
-$8.72M |
TSLA, AAPL, AMZN, META, BABA
|
13F-HR |
5/15/2019, 06:07 AM |
Q4 2018 |
16 |
$255M |
$0 |
$0 |
|
TSLA, AAPL, AMZN, META, NVDA
|
13F-HR |
2/13/2019, 09:09 PM |