| Q2 2024 |
50 |
$213M |
+$199M |
-$40.7M |
+$158M |
NVDA, META, TSLA, GOOGL, CRWD
|
13F-HR |
8/8/2024, 01:06 PM |
| Q1 2024 |
36 |
$81.1M |
+$25.8M |
-$191M |
-$166M |
NVDA, VRT, APP, ETN, NU
|
13F-HR |
5/10/2024, 01:28 PM |
| Q4 2023 |
51 |
$172M |
+$92.6M |
-$47.3M |
+$45.2M |
NVDA, TSLA, META, SNOW, AMD
|
13F-HR |
2/9/2024, 01:45 PM |
| Q3 2023 |
52 |
$110M |
+$33.1M |
-$407M |
-$374M |
NVDA, TSLA, META, ANET, GOOGL
|
13F-HR |
11/13/2023, 01:50 PM |
| Q2 2023 |
72 |
$482M |
$0 |
$0 |
|
NVDA, TSLA, MSFT, CRM, MDB
|
New Holdings |
8/11/2023, 03:57 PM |
| Q2 2023 |
72 |
$482M |
+$369M |
-$113M |
+$256M |
NVDA, TSLA, MSFT, CRM, MDB
|
13F-HR |
8/11/2023, 03:15 PM |
| Q1 2023 |
64 |
$194M |
+$183M |
-$13.7M |
+$169M |
AMD, MSFT, NVDA, PANW, ABNB
|
13F-HR |
4/14/2023, 12:13 PM |
| Q4 2022 |
34 |
$21.7M |
+$16.3M |
-$18.6M |
-$2.32M |
FOUR, CELH, INMD, MEDP, BRKB
|
13F-HR |
2/14/2023, 02:04 PM |
| Q3 2022 |
37 |
$25.2M |
+$16.1M |
-$15.9M |
+$197K |
TSLA, SWAV, CELH, SQM, ON
|
13F-HR |
11/15/2022, 09:56 AM |
| Q2 2022 |
29 |
$23.6M |
+$13M |
-$163M |
-$150M |
VRTX, DQ, SWAV, ENPH, JKS
|
13F-HR |
9/12/2022, 01:54 PM |
| Q1 2022 |
62 |
$194M |
+$158M |
-$22.9M |
+$135M |
QQQ, TSLA, NVDA, AMD, GOOGL
|
13F-HR |
5/12/2022, 03:14 PM |
| Q4 2021 |
52 |
$60.8M |
+$53.4M |
-$145M |
-$91.6M |
QQQ, CC, MP, ARCB, CHRW
|
13F-HR |
2/11/2022, 04:46 PM |
| Q3 2021 |
74 |
$130M |
+$51.4M |
-$242M |
-$191M |
TSLA, NVDA, CRWD, PLTR, AMD
|
13F-HR |
11/2/2021, 04:50 PM |
| Q2 2021 |
91 |
$320M |
+$290M |
-$81.6M |
+$208M |
QQQ, TSLA, CRWD, SHOP, PYPL
|
13F-HR |
7/9/2021, 07:42 PM |
| Q1 2021 |
61 |
$104M |
$0 |
$0 |
|
ABNB, EXPE, GOOGL, NVDA, WYNN
|
13F-HR |
5/14/2021, 02:46 PM |