Q3 2024 |
39 |
$419M |
+$50.3M |
-$33.7M |
+$16.6M |
PANW, META, RACE, DDOG, FICO
|
13F-HR |
11/14/2024, 08:54 AM |
Q2 2024 |
41 |
$390M |
+$226M |
-$132M |
+$93.8M |
DDOG, PANW, META, RACE, DLR
|
13F-HR |
8/14/2024, 08:45 AM |
Q1 2024 |
25 |
$305M |
+$29.9M |
-$57.6M |
-$27.7M |
RACE, CYBR, DDOG, MANH, META
|
13F-HR |
5/15/2024, 08:53 AM |
Q4 2023 |
25 |
$303M |
+$29.5M |
-$73.1M |
-$43.6M |
DDOG, CYBR, RACE, MANH, NOW
|
13F-HR |
2/14/2024, 09:01 AM |
Q3 2023 |
26 |
$294M |
+$76.3M |
-$81.8M |
-$5.45M |
RACE, MANH, CYBR, DDOG, IBKR
|
13F-HR |
11/14/2023, 08:31 AM |
Q2 2023 |
27 |
$308M |
+$49.8M |
-$54.7M |
-$4.87M |
RACE, MANH, DDOG, CSGP, SHOP
|
13F-HR |
8/14/2023, 08:14 AM |
Q1 2023 |
30 |
$281M |
+$54.9M |
-$82.5M |
-$27.7M |
RACE, DT, IBKR, MSCI, MANH
|
13F-HR |
5/15/2023, 10:18 AM |
Q4 2022 |
34 |
$282M |
+$68.7M |
-$66.2M |
+$2.49M |
RACE, DT, CROX, DG, DDOG
|
13F-HR |
2/14/2023, 08:36 AM |
Q3 2022 |
36 |
$277M |
+$101M |
-$102M |
-$1.37M |
CMG, RACE, DT, ORLY, DG
|
13F-HR |
11/14/2022, 08:15 AM |
Q2 2022 |
34 |
$283M |
+$43.7M |
-$82.2M |
-$38.6M |
DDOG, CMG, RACE, DT, MSFT
|
13F-HR |
8/15/2022, 08:18 AM |
Q1 2022 |
32 |
$428M |
+$165M |
-$210M |
-$45.1M |
DDOG, CHGG, MSFT, DAVA, AMZN
|
13F-HR |
5/16/2022, 08:11 AM |
Q4 2021 |
34 |
$534M |
+$277M |
-$83.8M |
+$193M |
DDOG, TWLO, MSFT, OKTA, SNOW
|
13F-HR |
2/14/2022, 09:00 AM |
Q3 2021 |
35 |
$366M |
+$77.4M |
-$79M |
-$1.62M |
TWLO, CHGG, SONO, OKTA, SE
|
13F-HR |
11/15/2021, 08:11 AM |
Q2 2021 |
36 |
$383M |
+$109M |
-$63.5M |
+$45.8M |
TWLO, CHGG, PTON, PINS, SONO
|
13F-HR |
8/16/2021, 08:21 AM |
Q1 2021 |
29 |
$312M |
+$146M |
-$57.4M |
+$89M |
TWLO, CHGG, RH, SONO, PINS
|
13F-HR |
5/17/2021, 08:35 AM |
Q4 2020 |
26 |
$228M |
+$15.6M |
-$38.5M |
-$22.9M |
TWLO, PINS, TEAM, CHGG, COUP
|
13F-HR |
2/16/2021, 08:10 AM |
Q3 2020 |
28 |
$200M |
+$56.1M |
-$45.7M |
+$10.4M |
TWLO, COUP, TEAM, PINS, CHGG
|
13F-HR |
11/16/2020, 08:24 AM |
Q2 2020 |
25 |
$177M |
+$42.3M |
-$34.8M |
+$7.52M |
TWLO, COUP, TEAM, SMAR, IAC
|
13F-HR |
8/13/2020, 10:51 AM |
Q1 2020 |
22 |
$116M |
+$31M |
-$40.2M |
-$9.23M |
TEAM, CHWY, ZS, TWLO, COUP
|
13F-HR |
5/14/2020, 08:16 AM |
Q4 2019 |
22 |
$138M |
$0 |
$0 |
|
IAC, PLNT, AYX, TWLO, TEAM
|
13F-HR |
2/13/2020, 08:40 AM |