Q3 2024 |
33 |
$99.8M |
+$4.95M |
-$9.27M |
-$4.32M |
MSFT, AMZN, NOW, AXON, PRCT
|
13F-HR |
11/13/2024, 12:22 PM |
Q2 2024 |
35 |
$97.2M |
+$8.6M |
-$11.3M |
-$2.66M |
MSFT, AMZN, NOW, HUBS, AXON
|
13F-HR |
8/13/2024, 04:39 PM |
Q1 2024 |
36 |
$99.4M |
+$14.7M |
-$14.8M |
-$151K |
MSFT, AMZN, NOW, HUBS, AXON
|
13F-HR |
5/13/2024, 04:45 PM |
Q4 2023 |
33 |
$90.6M |
+$10.3M |
-$9.3M |
+$1.01M |
MSFT, AMZN, NOW, HUBS, AXON
|
13F-HR |
2/13/2024, 01:10 PM |
Q3 2023 |
31 |
$77.5M |
+$7.29M |
-$9.93M |
-$2.65M |
MSFT, AMZN, NOW, HUBS, V
|
13F-HR |
11/13/2023, 03:35 PM |
Q2 2023 |
35 |
$83.1M |
+$9.56M |
-$6.94M |
+$2.62M |
MSFT, AMZN, NOW, HUBS, INSP
|
13F-HR |
8/10/2023, 11:07 AM |
Q1 2023 |
31 |
$72.2M |
+$6.5M |
-$53.6M |
-$47.1M |
MSFT, HUBS, NOW, AMZN, SRPT
|
13F-HR |
5/9/2023, 04:13 PM |
Q4 2022 |
32 |
$104M |
+$10.4M |
-$11.1M |
-$727K |
SRPT, HUBS, INSP, NCNO, MSFT
|
13F-HR |
2/14/2023, 10:36 AM |
Q3 2022 |
33 |
$104M |
+$31.4M |
-$14.7M |
+$16.8M |
NCNO, HUBS, SRPT, AMZN, AXON
|
13F-HR |
11/10/2022, 04:15 PM |
Q2 2022 |
35 |
$91.8M |
+$25.7M |
-$37.3M |
-$11.5M |
HUBS, NCNO, GOOGL, NOW, AMZN
|
13F-HR |
8/11/2022, 04:53 PM |
Q1 2022 |
38 |
$144M |
+$36M |
-$65.1M |
-$29.1M |
HUBS, BMBL, AMZN, GOOGL, NCNO
|
13F-HR |
5/13/2022, 04:20 PM |
Q4 2021 |
41 |
$208M |
+$65.4M |
-$55.9M |
+$9.58M |
NCNO, TWLO, HUBS, PINS, GOOGL
|
13F-HR |
2/11/2022, 05:07 PM |
Q3 2021 |
46 |
$225M |
+$40M |
-$20.2M |
+$19.7M |
HUBS, ZS, SE, NCNO, PINS
|
13F-HR |
11/10/2021, 08:13 PM |
Q2 2021 |
41 |
$217M |
+$37.9M |
-$11M |
+$26.9M |
ZS, HUBS, PTON, PINS, SE
|
13F-HR |
8/12/2021, 01:49 PM |
Q1 2021 |
40 |
$169M |
+$56.3M |
-$11M |
+$45.4M |
HUBS, SE, ZS, PTON, PINS
|
13F-HR |
5/14/2021, 12:40 PM |
Q4 2020 |
41 |
$131M |
$0 |
$0 |
|
ZS, HUBS, SE, PTON, AMZN
|
13F-HR |
2/10/2021, 10:42 AM |