| Q2 2024 |
8 |
$445M |
+$7.82M |
-$87.1M |
-$79.2M |
AMZN, WDAY, FERG, ESGR, GOOG
|
13F-HR |
8/14/2024, 01:30 PM |
| Q1 2024 |
10 |
$519M |
+$76.2M |
-$45.4M |
+$30.8M |
AMZN, GOOG, WDAY, FERG, ESGR
|
13F-HR |
5/15/2024, 01:17 PM |
| Q4 2023 |
9 |
$449M |
+$53.6M |
-$79.4M |
-$25.8M |
AMZN, WDAY, GOOG, TDG, FERG
|
13F-HR |
2/14/2024, 06:07 AM |
| Q3 2023 |
9 |
$393M |
+$10.8M |
-$17.2M |
-$6.39M |
AMZN, GOOG, WDAY, TDG, FERG
|
13F-HR |
11/14/2023, 01:51 PM |
| Q2 2023 |
9 |
$422M |
+$14.5M |
-$14M |
+$561K |
AMZN, WDAY, TDG, GOOG, FERG
|
13F-HR |
8/14/2023, 01:44 PM |
| Q1 2023 |
9 |
$362M |
+$48.1M |
-$31.8M |
+$16.3M |
WDAY, AMZN, GOOG, TDG, FERG
|
13F-HR |
5/15/2023, 09:14 AM |
| Q4 2022 |
8 |
$301M |
+$40.8M |
-$23.4M |
+$17.4M |
AMZN, WDAY, TDG, FERG, GOOG
|
13F-HR |
2/14/2023, 08:18 AM |
| Q3 2022 |
9 |
$276M |
+$50.5M |
-$18.2M |
+$32.3M |
AMZN, WDAY, TDG, MCW, GOOG
|
13F-HR |
11/14/2022, 03:09 PM |
| Q2 2022 |
7 |
$280M |
+$96.1M |
-$56.1M |
+$40M |
AMZN, TDG, WDAY, MCW, GOOG
|
13F-HR |
8/15/2022, 02:41 PM |
| Q1 2022 |
9 |
$396M |
+$298M |
-$7.09M |
+$291M |
WDAY, AMZN, TDG, MCW, GOOG
|
13F-HR |
5/13/2022, 04:16 PM |
| Q4 2021 |
10 |
$129M |
$0 |
$0 |
|
MCW, TDG, WDAY, AMZN, FTCHF
|
13F-HR |
2/14/2022, 10:27 AM |