| Q3 2024 |
17 |
$75.6M |
+$53.6M |
-$49.6M |
+$4M |
ESTC, AMD, PINS, CRDO, SMCI
|
13F-HR |
11/7/2024, 09:24 PM |
| Q2 2024 |
20 |
$72M |
+$41.2M |
-$37.5M |
+$3.7M |
AMD, TER, META, NET, S
|
13F-HR |
8/12/2024, 06:23 AM |
| Q1 2024 |
13 |
$69.3M |
+$38.9M |
-$42.3M |
-$3.32M |
AMD, MDB, ANET, DT, TEAM
|
13F-HR |
5/10/2024, 07:18 PM |
| Q4 2023 |
19 |
$70.9M |
+$45.8M |
-$18.5M |
+$27.4M |
MDB, AMD, FTNT, TER, ANET
|
13F-HR |
2/5/2024, 08:24 PM |
| Q3 2023 |
11 |
$39.7M |
+$20.5M |
-$29.6M |
-$9.11M |
MDB, ANET, NOW, S, CFLT
|
13F-HR |
11/9/2023, 05:25 PM |
| Q2 2023 |
12 |
$49.7M |
+$25.3M |
-$33.6M |
-$8.21M |
ORCL, MSFT, ANET, AMD, BABA
|
13F-HR |
8/14/2023, 06:32 AM |
| Q1 2023 |
14 |
$53.1M |
+$43.3M |
-$13M |
+$30.3M |
BABA, MSFT, VEEV, NOW, NVDA
|
13F-HR |
5/5/2023, 08:28 AM |
| Q4 2022 |
8 |
$20.4M |
+$16.6M |
-$8.36M |
+$8.21M |
INTU, AAPL, MRVL, BABA, PAYC
|
13F-HR |
1/27/2023, 09:45 AM |
| Q3 2022 |
8 |
$11.9M |
+$5.9M |
-$29.8M |
-$23.9M |
BABA, AMD, DAY, MDB, TER
|
13F-HR |
11/14/2022, 10:16 AM |
| Q2 2022 |
9 |
$37.6M |
+$12.8M |
-$16M |
-$3.24M |
AMD, FTNT, BILL, NVDA, TER
|
13F-HR |
8/11/2022, 09:41 PM |
| Q1 2022 |
7 |
$62.3M |
+$36M |
-$65.7M |
-$29.7M |
MDB, AMD, BILL, NVDA, TER
|
13F-HR |
5/12/2022, 08:03 AM |
| Q4 2021 |
12 |
$96.6M |
+$44.1M |
-$47.6M |
-$3.49M |
CRWD, MDB, BILL, TEAM, TXG
|
13F-HR |
2/14/2022, 06:13 AM |
| Q3 2021 |
13 |
$104M |
+$24.8M |
-$57.9M |
-$33.2M |
BILL, TDC, PLTR, MDB, COUP
|
13F-HR |
11/15/2021, 06:14 AM |
| Q2 2021 |
12 |
$129M |
+$55M |
-$19.7M |
+$35.3M |
TDC, BILL, ILMN, PLTR, VRNS
|
13F-HR |
8/12/2021, 06:06 AM |
| Q1 2021 |
11 |
$80.4M |
+$31.7M |
-$75.7M |
-$44M |
TDC, BILL, PLTR, TXG, AMD
|
13F-HR |
5/13/2021, 03:33 PM |
| Q4 2020 |
12 |
$136M |
$0 |
$0 |
|
AMD, CRNC, PLTR, BILL, NUAN
|
13F-HR |
2/9/2021, 02:40 PM |