Q3 2024 |
11 |
$211M |
+$3.94M |
-$66.7M |
-$62.7M |
MSFT, META, MNDY, GOOGL, CRM
|
13F-HR |
11/14/2024, 10:54 AM |
Q2 2024 |
13 |
$260M |
+$1.94M |
-$69.8M |
-$67.9M |
MSFT, META, GOOGL, MNDY, CRM
|
13F-HR |
8/14/2024, 11:15 AM |
Q1 2024 |
13 |
$322M |
+$6.53M |
-$77.1M |
-$70.6M |
MSFT, META, GOOGL, CRM, MNDY
|
13F-HR |
5/15/2024, 09:36 AM |
Q4 2023 |
13 |
$337M |
+$121K |
-$62.1M |
-$62M |
MSFT, META, CRM, GOOGL, HUBS
|
13F-HR |
2/14/2024, 11:11 AM |
Q3 2023 |
15 |
$336M |
+$457K |
-$39.9M |
-$39.5M |
MSFT, META, GOOGL, CRM, HUBS
|
13F-HR |
11/14/2023, 09:51 AM |
Q2 2023 |
13 |
$384M |
+$52.1M |
-$82.2M |
-$30.1M |
MSFT, META, GOOGL, CRM, HUBS
|
13F-HR |
8/14/2023, 03:48 PM |
Q1 2023 |
8 |
$346M |
$0 |
-$14.4M |
-$14.4M |
GOOGL, MSFT, AMZN, CRM, META
|
13F-HR |
5/15/2023, 09:42 AM |
Q4 2022 |
8 |
$277M |
+$23.2M |
-$25.6M |
-$2.47M |
GOOGL, MSFT, AMZN, CRM, MNDY
|
13F-HR |
2/14/2023, 09:28 AM |
Q3 2022 |
9 |
$298M |
+$65.5M |
-$40.7M |
+$24.8M |
GOOGL, CRM, MSFT, AMZN, MNDY
|
13F-HR |
11/14/2022, 10:31 AM |
Q2 2022 |
9 |
$386M |
+$78.1M |
-$20.4M |
+$57.7M |
GOOGL, CRM, MSFT, AMZN, META
|
13F-HR |
8/15/2022, 09:47 AM |
Q1 2022 |
10 |
$519M |
+$88.9M |
-$93.6M |
-$4.71M |
GOOGL, CRM, MSFT, AMZN, META
|
13F-HR |
5/16/2022, 09:19 AM |
Q4 2021 |
13 |
$627M |
+$36.5M |
-$38.9M |
-$2.34M |
GOOGL, CRM, META, AMZN, MNDY
|
13F-HR |
2/14/2022, 10:36 AM |
Q3 2021 |
12 |
$651M |
+$91.3M |
-$73.8M |
+$17.6M |
CRM, GOOGL, META, DASH, AMZN
|
13F-HR |
11/15/2021, 04:23 PM |
Q2 2021 |
13 |
$614M |
+$55.2M |
-$60.3M |
-$5.03M |
GOOGL, META, CRM, DASH, AMZN
|
13F-HR |
8/16/2021, 03:15 PM |
Q1 2021 |
14 |
$541M |
+$54.4M |
-$51.3M |
+$3.08M |
GOOGL, META, CRM, MSFT, AMZN
|
13F-HR |
5/17/2021, 02:09 PM |
Q4 2020 |
13 |
$519M |
+$65.5M |
-$15M |
+$50.5M |
GOOGL, META, CRM, AMZN, BABA
|
13F-HR |
2/16/2021, 06:00 PM |
Q3 2020 |
11 |
$442M |
+$7.77M |
-$21.4M |
-$13.6M |
GOOGL, CRM, META, AMZN, BABA
|
13F-HR |
11/16/2020, 04:08 PM |
Q2 2020 |
12 |
$391M |
+$74.5M |
-$8.96M |
+$65.5M |
GOOGL, META, CRM, AMZN, BABA
|
13F-HR |
8/14/2020, 01:53 PM |
Q1 2020 |
12 |
$248M |
+$75.7M |
-$20.8M |
+$54.9M |
GOOGL, META, AMZN, CRM, BABA
|
13F-HR |
4/28/2020, 04:20 PM |
Q4 2019 |
13 |
$220M |
$0 |
$0 |
|
GOOGL, META, AMZN, BABA, CRM
|
13F-HR |
4/28/2020, 04:19 PM |