| Q2 2024 |
16 |
$147M |
+$33.2M |
-$19.6M |
+$13.6M |
PRGO, PYPL, FLEX, HOLX, SMRT
|
13F-HR |
8/14/2024, 10:42 AM |
| Q1 2024 |
14 |
$148M |
+$23.3M |
-$25.2M |
-$1.86M |
FLEX, HOLX, NXT, PYPL, PRGO
|
13F-HR |
5/15/2024, 11:59 AM |
| Q4 2023 |
17 |
$136M |
+$24.9M |
-$23.7M |
+$1.24M |
FLEX, HOLX, PYPL, NXT, VRT
|
13F-HR |
2/14/2024, 11:20 AM |
| Q3 2023 |
20 |
$121M |
+$16M |
-$16.5M |
-$514K |
FLEX, PYPL, VRT, SKY, HOLX
|
13F-HR |
11/14/2023, 11:44 AM |
| Q2 2023 |
17 |
$125M |
+$20.3M |
-$26M |
-$5.64M |
FLEX, PYPL, HRI, VRT, SKY
|
13F-HR |
8/14/2023, 10:59 AM |
| Q1 2023 |
21 |
$116M |
+$37.5M |
-$12.6M |
+$24.9M |
FLEX, PYPL, HRI, VRT, ETWO
|
13F-HR |
5/15/2023, 02:59 PM |
| Q4 2022 |
19 |
$86.3M |
+$15.2M |
-$18.5M |
-$3.37M |
FLEX, HRI, VRT, ETWO, SKY
|
13F-HR |
2/14/2023, 11:33 AM |
| Q3 2022 |
14 |
$79.7M |
+$7.78M |
-$9.81M |
-$2.03M |
FLEX, VRT, HRI, ETWO, WBD
|
13F-HR |
11/14/2022, 03:41 PM |
| Q2 2022 |
17 |
$76.5M |
+$23.6M |
-$27M |
-$3.41M |
ETWO, FLEX, VRT, HRI, SKY
|
13F-HR |
8/15/2022, 02:08 PM |
| Q1 2022 |
23 |
$106M |
+$28.7M |
-$18.9M |
+$9.81M |
ETWO, FLEX, VRT, PYPL, GOOGL
|
13F-HR |
5/16/2022, 02:01 PM |
| Q4 2021 |
24 |
$103M |
$0 |
$0 |
|
ETWO, FLEX, SKY, VRT, GOOGL
|
13F-HR |
2/14/2022, 04:19 PM |