Q3 2024 |
35 |
$584M |
+$366M |
-$436M |
-$70.4M |
CORZ, ROKU, CEG, ESTC, NVDA
|
13F-HR |
11/14/2024, 05:00 PM |
Q2 2024 |
43 |
$639M |
+$483M |
-$498M |
-$14.8M |
CEG, MU, WDC, FSLR, CAR
|
13F-HR |
8/14/2024, 04:58 PM |
Q1 2024 |
34 |
$754M |
+$449M |
-$305M |
+$144M |
BYON, AMD, WDC, CRM, PINS
|
13F-HR |
5/15/2024, 04:55 PM |
Q4 2023 |
31 |
$530M |
+$256M |
-$273M |
-$16.8M |
BYON, ADBE, DKNG, MSFT, MU
|
13F-HR |
2/14/2024, 05:04 PM |
Q3 2023 |
28 |
$435M |
+$262M |
-$254M |
+$8.48M |
NFLX, NVDA, MSFT, BYON, DKNG
|
13F-HR |
11/14/2023, 04:58 PM |
Q2 2023 |
36 |
$433M |
+$282M |
-$216M |
+$65.9M |
MU, NVDA, MTCH, GOOGL, META
|
13F-HR |
8/14/2023, 05:05 PM |
Q1 2023 |
30 |
$335M |
+$193M |
-$177M |
+$15.9M |
PRKS, NVDA, META, PINS, PCOR
|
13F-HR |
5/15/2023, 05:09 PM |
Q4 2022 |
22 |
$270M |
+$151M |
-$153M |
-$1.66M |
PRKS, AMZN, GOOGL, MTCH, TTD
|
13F-HR |
2/14/2023, 04:58 PM |
Q3 2022 |
32 |
$270M |
+$156M |
-$224M |
-$68.4M |
PLAY, PRKS, DKNG, PINS, MTCH
|
13F-HR |
11/14/2022, 05:19 PM |
Q2 2022 |
31 |
$346M |
+$262M |
-$178M |
+$84M |
PRKS, PLAY, MU, AMD, INTU
|
13F-HR |
8/15/2022, 05:54 PM |
Q1 2022 |
36 |
$323M |
+$208M |
-$143M |
+$64.8M |
IHRT, HTZ, DECK, IGT, AMD
|
13F-HR |
5/16/2022, 05:04 PM |
Q4 2021 |
29 |
$286M |
$0 |
$0 |
|
HTZ, IHRT, INTU, IGT, FIVN
|
13F-HR |
2/14/2022, 05:01 PM |