| Q2 2024 |
16 |
$132M |
+$23.5M |
-$29.8M |
-$6.31M |
UBER, LW, PANW, CRWD, DG
|
13F-HR |
8/13/2024, 05:53 PM |
| Q1 2024 |
8 |
$144M |
+$22.3M |
-$62.4M |
-$40.2M |
UBER, LW, PANW, CRWD, DG
|
13F-HR |
5/14/2024, 05:35 PM |
| Q4 2023 |
11 |
$167M |
+$46M |
-$46.3M |
-$278K |
UBER, LW, CRWD, PANW, TLT
|
13F-HR |
2/13/2024, 06:30 PM |
| Q3 2023 |
12 |
$141M |
+$462K |
-$24.4M |
-$24M |
UBER, LW, TAP, PANW, CRWD
|
13F-HR |
11/13/2023, 05:59 PM |
| Q2 2023 |
13 |
$173M |
+$31.7M |
-$48.4M |
-$16.7M |
UBER, LW, PANW, TAP, CLBT
|
13F-HR |
8/11/2023, 06:31 PM |
| Q1 2023 |
12 |
$175M |
+$27.5M |
-$20.4M |
+$7.14M |
LW, UBER, PANW, CRWD, CLBT
|
13F-HR |
5/12/2023, 06:03 PM |
| Q4 2022 |
12 |
$143M |
+$37.7M |
-$31.1M |
+$6.67M |
LW, UBER, PANW, JD, CRWD
|
13F-HR |
2/13/2023, 06:12 PM |
| Q3 2022 |
10 |
$138M |
+$16M |
-$31.9M |
-$15.9M |
LW, PANW, PENN, CRWD, JD
|
13F-HR |
11/10/2022, 05:55 PM |
| Q2 2022 |
11 |
$169M |
$0 |
-$13.6M |
-$13.6M |
LW, PENN, UBER, PANW, CRWD
|
13F-HR |
8/12/2022, 05:54 PM |
| Q1 2022 |
11 |
$221M |
+$57.3M |
-$33.3M |
+$24M |
LW, UBER, PANW, PENN, CRWD
|
13F-HR |
5/13/2022, 07:32 PM |
| Q4 2021 |
13 |
$211M |
+$51.4M |
-$100M |
-$49M |
PENN, LW, CLBT, PANW, PAR
|
13F-HR |
2/11/2022, 07:29 PM |
| Q3 2021 |
20 |
$291M |
+$83.5M |
-$92.1M |
-$8.63M |
PENN, CLBT, ROVR, PAR, PANW
|
13F-HR |
11/12/2021, 06:28 PM |
| Q2 2021 |
17 |
$313M |
+$27.6M |
-$121M |
-$93.1M |
CRWD, PENN, PANW, LPRO, PAR
|
13F-HR |
8/13/2021, 08:13 PM |
| Q1 2021 |
16 |
$379M |
+$79.6M |
-$224M |
-$144M |
PENN, PANW, CRWD, NTNX, PAR
|
13F-HR |
5/14/2021, 07:23 PM |
| Q4 2020 |
14 |
$538M |
+$76.6M |
-$82.1M |
-$5.55M |
CRNC, PANW, CRWD, PENN, NTNX
|
13F-HR |
2/12/2021, 09:40 AM |
| Q3 2020 |
16 |
$384M |
+$98.6M |
-$116M |
-$17.5M |
CRNC, PANW, PENN, NTNX, CRWD
|
13F-HR |
11/13/2020, 06:20 PM |
| Q2 2020 |
16 |
$363M |
+$78.3M |
-$157M |
-$78.4M |
WIX, CRNC, NTNX, V, NXST
|
13F-HR |
8/13/2020, 06:55 PM |
| Q1 2020 |
14 |
$269M |
+$84M |
-$53M |
+$31M |
WIX, NXST, LBRDK, NTNX, V
|
13F-HR |
5/14/2020, 06:13 PM |
| Q4 2019 |
13 |
$324M |
+$42.5M |
-$50.9M |
-$8.4M |
NXST, WIX, LBRDK, NTNX, SNAP
|
13F-HR |
2/13/2020, 06:47 PM |
| Q3 2019 |
11 |
$309M |
+$51.1M |
-$47.1M |
+$4.06M |
NXST, WIX, LBRDK, SNAP, AVGO
|
13F-HR |
11/14/2019, 10:07 AM |
| Q2 2019 |
11 |
$325M |
+$59M |
-$46.8M |
+$12.2M |
WIX, NXST, LBRDK, AVGO, SNAP
|
13F-HR |
8/13/2019, 07:52 PM |
| Q1 2019 |
14 |
$326M |
+$157M |
-$30.8M |
+$126M |
WIX, HOME, NXST, AVGO, LBRDK
|
13F-HR |
5/15/2019, 11:05 AM |
| Q4 2018 |
15 |
$165M |
$0 |
$0 |
|
WIX, HOME, NXST, LBRDK, AVGO
|
13F-HR |
2/14/2019, 10:05 AM |