| Q3 2024 |
80 |
$181M |
+$19.1M |
-$8.83M |
+$10.3M |
VOO, PGR, EFA, TW, SMAR
|
13F-HR |
11/14/2024, 03:44 PM |
| Q2 2024 |
12 |
$27.1M |
$0 |
$0 |
|
INTA, SMAR, WDAY, WK, PCTY
|
New Holdings |
10/31/2024, 05:34 PM |
| Q2 2024 |
79 |
$163M |
+$48M |
-$15M |
+$32.9M |
VOO, PGR, EFA, FTNT, PANW
|
13F-HR |
8/14/2024, 11:48 AM |
| Q4 2023 |
65 |
$126M |
+$14.6M |
-$5.97M |
+$8.59M |
VOO, SPLK, PGR, FTNT, PANW
|
13F-HR |
3/6/2024, 12:37 PM |
| Q3 2023 |
57 |
$106M |
+$9.02M |
-$36.7M |
-$27.7M |
VOO, SPLK, PGR, FTNT, EOG
|
13F-HR |
11/29/2023, 12:21 PM |
| Q2 2023 |
78 |
$136M |
+$14.3M |
-$2.38M |
+$12M |
VOO, FTNT, WDAY, MDB, HCA
|
13F-HR |
8/24/2023, 12:20 PM |
| Q1 2023 |
69 |
$120M |
+$13.4M |
-$3.22M |
+$10.1M |
VOO, FTNT, WK, WDAY, HCA
|
13F-HR |
8/17/2023, 09:29 AM |
| Q4 2022 |
69 |
$97.6M |
+$12.4M |
-$12M |
+$402K |
VOO, HCA, PGR, CNC, WK
|
13F-HR |
2/21/2023, 02:00 PM |
| Q3 2022 |
69 |
$89M |
+$10.6M |
-$5.93M |
+$4.64M |
VOO, CLR, CNC, WK, PGR
|
13F-HR |
11/18/2022, 04:12 PM |
| Q2 2022 |
61 |
$88.6M |
+$5.85M |
-$7.19M |
-$1.35M |
VOO, CLR, CNC, SIGI, FTNT
|
13F-HR |
7/13/2022, 01:14 PM |
| Q1 2022 |
63 |
$119M |
+$17.6M |
-$30.7M |
-$13.1M |
VOO, ZEN, PGR, SPLK, FTNT
|
13F-HR |
5/9/2022, 06:43 PM |
| Q4 2021 |
64 |
$139M |
+$17.4M |
-$9.56M |
+$7.81M |
ETSY, FTNT, ZEN, WK, VOO
|
13F-HR |
2/10/2022, 04:10 PM |
| Q3 2021 |
65 |
$129M |
+$16.4M |
-$4.12M |
+$12.3M |
ETSY, WK, FTNT, PYPL, DXCM
|
13F-HR |
11/15/2021, 02:53 PM |
| Q2 2021 |
57 |
$115M |
+$4.42M |
-$3.48M |
+$942K |
ETSY, PYPL, WK, FTNT, HCA
|
13F-HR |
8/13/2021, 02:48 PM |
| Q1 2021 |
56 |
$104M |
+$17.1M |
-$9.03M |
+$8.04M |
ETSY, PYPL, SQ, WK, FTNT
|
13F-HR |
5/3/2021, 08:55 PM |
| Q4 2020 |
52 |
$92.7M |
$0 |
$0 |
|
ETSY, PYPL, WK, SQ, RP
|
13F-HR |
3/2/2021, 02:53 PM |