Q2 2024 |
30 |
$43.8M |
+$18.7M |
-$42.8M |
-$24.1M |
VRT, CAMT, AMZN, WDC, MOD
|
13F-HR |
8/14/2024, 10:36 AM |
Q1 2024 |
30 |
$66.1M |
+$52M |
-$22.2M |
+$29.9M |
AMZN, VRT, CAMT, CLS, MRVL
|
13F-HR |
5/15/2024, 11:43 AM |
Q4 2023 |
28 |
$32.8M |
+$24.7M |
-$21.8M |
+$2.91M |
MXL, MASI, SMTC, CLS, CAMT
|
13F-HR |
2/14/2024, 11:14 AM |
Q3 2023 |
11 |
$28.9M |
+$19M |
-$15.4M |
+$3.6M |
SMTC, CLS, NVDA, APLD, CAMT
|
13F-HR |
11/14/2023, 11:38 AM |
Q2 2023 |
12 |
$25.4M |
+$25.1M |
-$25.2M |
-$106K |
VRT, APLD, FN, AMZN, NVDA
|
13F-HR |
8/14/2023, 10:56 AM |
Q1 2023 |
12 |
$25.6M |
+$8.58M |
-$24.1M |
-$15.5M |
GDS, BEKE, SKIN, WB, YMM
|
13F-HR |
5/15/2023, 09:59 AM |
Q4 2022 |
15 |
$39.6M |
+$30.2M |
-$6.75M |
+$23.5M |
MLCO, GDS, TCOM, BEKE, CFLT
|
13F-HR |
2/14/2023, 11:17 AM |
Q3 2022 |
17 |
$16.2M |
+$8.52M |
-$75.6M |
-$67.1M |
TCOM, CFLT, AYX, SKIN, SHOP
|
13F-HR |
11/14/2022, 10:29 AM |
Q2 2022 |
18 |
$82.6M |
+$58.7M |
-$31.2M |
+$27.5M |
TCOM, BEKE, DRIO, YMM, BIDU
|
13F-HR |
8/15/2022, 11:09 AM |
Q1 2022 |
9 |
$63.8M |
+$23.3M |
-$178M |
-$155M |
DOMO, DRIO, BEKE, AYX, GDS
|
13F-HR |
5/16/2022, 10:09 AM |
Q4 2021 |
15 |
$244M |
+$93.5M |
-$68.6M |
+$25M |
AEHR, APPS, DOMO, DRIO, SKIN
|
13F-HR |
2/14/2022, 10:43 AM |
Q3 2021 |
19 |
$235M |
+$94.3M |
-$50.7M |
+$43.6M |
APPS, DOMO, SABR, DRIO, MGNI
|
13F-HR |
11/15/2021, 09:37 AM |
Q2 2021 |
16 |
$207M |
+$93.2M |
-$58.5M |
+$34.6M |
DOMO, APPS, SABR, MGNI, UPST
|
13F-HR |
8/16/2021, 11:07 AM |
Q1 2021 |
20 |
$181M |
+$99.4M |
-$69.3M |
+$30.1M |
SABR, MGNI, REKR, DOMO, BALY
|
13F-HR |
5/17/2021, 01:22 PM |
Q4 2020 |
16 |
$142M |
$0 |
$0 |
|
LPRO, SABR, DOMO, RSI, OUT
|
13F-HR |
2/16/2021, 08:57 AM |