| Q2 2024 |
13 |
$87M |
+$28.8M |
-$33.5M |
-$4.74M |
GRND, PGNY, FWONK, MSFT, APLD
|
13F-HR |
8/14/2024, 04:08 PM |
| Q1 2024 |
12 |
$103M |
+$31.5M |
-$116M |
-$84.4M |
PGNY, FWONK, TH, XPEL, GRND
|
13F-HR |
5/15/2024, 04:03 PM |
| Q4 2023 |
11 |
$171M |
+$49.1M |
-$49.7M |
-$602K |
PGNY, LZ, FWONK, XPEL, GLBE
|
13F-HR |
2/14/2024, 04:04 PM |
| Q3 2023 |
10 |
$191M |
+$86M |
-$118M |
-$32.1M |
TH, GLBE, XPEL, LZ, PGNY
|
13F-HR |
11/14/2023, 01:03 PM |
| Q2 2023 |
9 |
$241M |
+$79.1M |
-$72.6M |
+$6.44M |
XPEL, DRVN, GLBE, PGNY, TH
|
13F-HR |
8/14/2023, 12:02 PM |
| Q1 2023 |
8 |
$216M |
+$41.6M |
-$35.5M |
+$6.01M |
XPEL, AVID, PGNY, TH, PANW
|
13F-HR |
5/15/2023, 10:57 AM |
| Q4 2022 |
10 |
$195M |
+$65.6M |
-$24M |
+$41.6M |
XPEL, AVID, IQV, TH, PGNY
|
13F-HR |
2/14/2023, 11:53 AM |
| Q3 2022 |
8 |
$151M |
+$42.7M |
-$52.2M |
-$9.47M |
XPEL, IQV, PANW, AVID, FWONKXXXX
|
13F-HR |
11/14/2022, 02:32 PM |
| Q2 2022 |
7 |
$165M |
+$23.7M |
-$88.1M |
-$64.3M |
XPEL, IQV, AVID, CELH, VYX
|
13F-HR |
8/15/2022, 04:10 PM |
| Q1 2022 |
10 |
$251M |
+$49.6M |
-$40.5M |
+$9.09M |
AVID, VYX, XPEL, IQV, EVRI
|
13F-HR |
5/16/2022, 04:27 PM |
| Q4 2021 |
11 |
$285M |
+$37.6M |
-$30.8M |
+$6.75M |
XPEL, VYX, CTRN, FWONKXXXX, AVID
|
13F-HR |
2/14/2022, 03:04 PM |
| Q3 2021 |
12 |
$277M |
+$97.8M |
-$62.6M |
+$35.2M |
VYX, FWONKXXXX, CTRN, EVRI, XPEL
|
13F-HR |
11/15/2021, 11:10 AM |
| Q2 2021 |
10 |
$259M |
+$65.6M |
-$35.8M |
+$29.8M |
CTRN, VYX, FWONKXXXX, XPEL, IQV
|
13F-HR |
8/16/2021, 01:26 PM |
| Q1 2021 |
10 |
$200M |
+$53.6M |
-$68.6M |
-$15.1M |
CTRN, VYX, FWONKXXXX, IQV, XPEL
|
13F-HR |
5/17/2021, 02:12 PM |
| Q4 2020 |
12 |
$199M |
+$66M |
-$67.9M |
-$1.95M |
CTRN, FWONKXXXX, CELH, IQV, VYX
|
13F-HR |
2/12/2021, 07:18 PM |
| Q3 2020 |
10 |
$155M |
+$30.2M |
-$33.2M |
-$2.93M |
FWONKXXXX, PLAN, IQV, CELH, FTDR
|
13F-HR |
11/16/2020, 03:08 PM |
| Q2 2020 |
8 |
$129M |
+$51M |
-$60.3M |
-$9.27M |
FWONKXXXX, FTDR, WWE, IQV, PLAN
|
13F-HR |
8/14/2020, 03:26 PM |
| Q1 2020 |
10 |
$99.3M |
+$36.6M |
-$32.7M |
+$3.9M |
DOCU, IQV, AYX, WWE, FTDR
|
13F-HR |
5/15/2020, 09:40 AM |
| Q4 2019 |
10 |
$110M |
+$36.2M |
-$29.1M |
+$7.14M |
WWE, TWLO, IQV, DOCU, AYX
|
13F-HR |
2/14/2020, 02:06 PM |
| Q3 2019 |
11 |
$105M |
+$42.5M |
-$49.7M |
-$7.18M |
UPWK, YEXT, ETSY, FTDR, IQV
|
13F-HR |
11/14/2019, 03:48 PM |
| Q2 2019 |
9 |
$118M |
+$41.3M |
-$26.7M |
+$14.6M |
FTDR, IQV, YEXT, ETSY, AYX
|
13F-HR |
8/9/2019, 10:32 AM |
| Q1 2019 |
10 |
$101M |
+$32.4M |
-$28.5M |
+$3.92M |
FTDR, IQV, TLND, ETSY, YEXT
|
13F-HR |
5/3/2019, 12:50 PM |
| Q4 2018 |
11 |
$82M |
$0 |
$0 |
|
ETSY, FTDR, TLND, SEND, IQV
|
13F-HR |
2/4/2019, 12:10 PM |