| Q4 2023 |
124 |
$50.2M |
+$52.9K |
-$7.56M |
-$7.5M |
DXCM, CRWD, SHOP, PLTR, TMDX
|
13F-HR |
2/5/2024, 03:28 PM |
| Q3 2023 |
124 |
$47.7M |
+$3.32M |
-$11.4M |
-$8.1M |
PLTR, SWAV, DXCM, SHOP, CRWD
|
13F-HR |
10/25/2023, 09:33 AM |
| Q2 2023 |
116 |
$64.6M |
+$2.26M |
-$11.9M |
-$9.68M |
SDGR, PLTR, SWAV, PYPL, DXCM
|
13F-HR |
7/18/2023, 10:58 AM |
| Q1 2023 |
122 |
$68.5M |
+$6.45M |
-$25M |
-$18.5M |
FOUR, PODD, SQ, PYPL, DXCM
|
13F-HR |
5/5/2023, 08:08 AM |
| Q4 2022 |
113 |
$78.5M |
+$829K |
-$23.2M |
-$22.4M |
MAXR, PYPL, SQ, MDGL, DXCM
|
13F-HR |
2/2/2023, 09:19 AM |
| Q3 2022 |
114 |
$102M |
+$4.92M |
-$11.1M |
-$6.16M |
ENPH, SWAV, PYPL, WOLF, SEDG
|
13F-HR |
11/14/2022, 02:51 PM |
| Q2 2022 |
119 |
$109M |
+$27.8M |
-$52.2M |
-$24.4M |
SWAV, PYPL, SQ, SEDG, ENPH
|
13F-HR |
8/15/2022, 05:22 PM |
| Q1 2022 |
113 |
$183M |
+$8.42M |
-$70.9M |
-$62.5M |
SWAV, NVDA, SQ, PYPL, FTNT
|
13F-HR |
5/16/2022, 02:42 PM |
| Q4 2021 |
115 |
$288M |
+$31.3M |
-$29.7M |
+$1.58M |
PYPL, SEDG, SQ, TSLA, SWAV
|
13F-HR |
2/14/2022, 11:47 AM |
| Q3 2021 |
115 |
$299M |
+$35.7M |
-$6.17M |
+$29.6M |
PYPL, SQ, UPST, SWAV, SEDG
|
13F-HR |
11/15/2021, 11:22 AM |
| Q2 2021 |
112 |
$271M |
+$62.1M |
-$30M |
+$32.1M |
PYPL, SQ, SEDG, SWAV, RUN
|
Restatement |
9/13/2021, 05:01 PM |
| Q1 2021 |
108 |
$224M |
+$76.7M |
-$50.7M |
+$26M |
GH, PYPL, SQ, PODD, SWAV
|
13F-HR |
5/17/2021, 10:26 AM |
| Q4 2020 |
107 |
$200M |
$0 |
$0 |
|
GH, PYPL, PODD, SQ, ABMD
|
13F-HR |
2/19/2021, 03:00 PM |