| Q2 2024 |
5 |
$135M |
+$55.7M |
-$46.7M |
+$9.08M |
HES, HCP, SQSP, BABA, ZUO
|
13F-HR |
7/16/2024, 12:34 PM |
| Q1 2024 |
10 |
$128M |
+$108M |
-$70.6M |
+$37.3M |
HES, PXD, CPRI, X, GEN
|
13F-HR |
5/9/2024, 08:07 AM |
| Q4 2023 |
10 |
$95.2M |
+$71M |
-$286M |
-$215M |
SPLK, CPRI, X, TPR, GEN
|
13F-HR |
2/12/2024, 09:31 AM |
| Q3 2023 |
42 |
$309M |
+$270M |
-$28.1M |
+$242M |
ATVI, HZNP, SGEN, CPRI, VMW
|
13F-HR |
11/14/2023, 02:47 PM |
| Q2 2023 |
18 |
$66.2M |
+$49.6M |
-$173M |
-$124M |
SGEN, HZNP, CIR, ABST, SIMO
|
13F-HR |
8/8/2023, 01:55 PM |
| Q1 2023 |
12 |
$195M |
+$149M |
-$70.1M |
+$78.8M |
HZNP, SJR, MAXR, ATCX, SUMO
|
13F-HR |
4/17/2023, 08:30 AM |
| Q4 2022 |
19 |
$117M |
+$62.2M |
-$86.7M |
-$24.5M |
ATVI, HZNP, SJR, BKI, FORG
|
13F-HR |
2/7/2023, 09:12 AM |
| Q3 2022 |
40 |
$133M |
+$105M |
-$50.5M |
+$55M |
ATVI, SJR, CYBE, AUY, COLB
|
13F-HR |
11/7/2022, 09:11 AM |
| Q2 2022 |
21 |
$81.8M |
+$68.2M |
-$92.2M |
-$24M |
SJR, ZEN, SAIL, COLB, AUY
|
13F-HR |
7/21/2022, 06:41 PM |
| Q1 2022 |
23 |
$107M |
+$96.1M |
-$89.4M |
+$6.68M |
ZNGA, APTS, PLAN, SJR, LHCG
|
13F-HR |
5/11/2022, 08:59 AM |
| Q4 2021 |
16 |
$101M |
+$50.7M |
-$109M |
-$58M |
NUAN, XLNX, GSS, SJR, AER
|
13F-HR |
2/8/2022, 07:36 AM |
| Q3 2021 |
69 |
$158M |
+$76.2M |
-$425M |
-$349M |
NUAN, KSU, PPD, SJR, FIVN
|
13F-HR |
10/18/2021, 03:22 PM |
| Q2 2021 |
25 |
$508M |
+$379M |
-$288M |
+$91.2M |
PFPT, WORK, ALXN, XLNX, NUAN
|
13F-HR |
7/20/2021, 01:37 PM |
| Q1 2021 |
52 |
$400M |
+$262M |
-$23.6M |
+$238M |
VAR, RP, WORK, XLNX, GLUU
|
13F-HR |
5/5/2021, 07:27 AM |
| Q4 2020 |
14 |
$168M |
$0 |
$0 |
|
VAR, XLNX, WORK, AZN, PXD
|
13F-HR |
2/2/2021, 07:36 PM |