| Q2 2024 |
11 |
$144M |
+$18.3M |
-$36.4M |
-$18.2M |
CCCS, GWRE, FBIN, ROST, TJX
|
13F-HR |
8/13/2024, 04:46 PM |
| Q1 2024 |
13 |
$157M |
+$25.5M |
-$15.1M |
+$10.4M |
GWRE, CCCS, SG, ROST, FWONK
|
Restatement |
5/30/2024, 09:35 PM |
| Q4 2023 |
15 |
$133M |
+$28.8M |
-$28.1M |
+$651K |
GWRE, CCCS, TJX, ROST, FWONK
|
13F-HR |
2/13/2024, 04:16 PM |
| Q3 2023 |
17 |
$118M |
+$36.3M |
-$15.1M |
+$21.3M |
CCCS, GWRE, TJX, ROST, MSGS
|
13F-HR |
11/13/2023, 04:11 PM |
| Q2 2023 |
15 |
$97.6M |
+$14.9M |
-$4.44M |
+$10.4M |
CCCS, GWRE, PLNT, MSGS, FIVE
|
13F-HR |
8/11/2023, 04:07 PM |
| Q1 2023 |
14 |
$83.1M |
+$9M |
-$2.94M |
+$6.05M |
CCCS, GWRE, MSGS, FIVE, FWONK
|
13F-HR |
5/12/2023, 04:03 PM |
| Q4 2022 |
11 |
$70.4M |
+$20.6M |
-$12.4M |
+$8.25M |
CCCS, GWRE, MSGS, FIVN, DPZ
|
13F-HR |
2/10/2023, 04:47 PM |
| Q3 2022 |
11 |
$59.2M |
+$8.99M |
-$11.6M |
-$2.58M |
CCCS, FIVN, PCOR, MSGS, FWONK
|
13F-HR |
11/10/2022, 05:07 PM |
| Q2 2022 |
10 |
$66.4M |
+$4.56M |
-$14.1M |
-$9.58M |
CCCS, FIVN, GWRE, PZZA, PCOR
|
13F-HR |
8/12/2022, 04:18 PM |
| Q1 2022 |
11 |
$91.7M |
+$29.5M |
-$42.7M |
-$13.2M |
GWRE, FIVN, PZZA, CCCS, PCOR
|
13F-HR |
5/13/2022, 04:07 PM |
| Q4 2021 |
15 |
$119M |
$0 |
$0 |
|
GWRE, DKNG, PYCR, CCCS, MSGS
|
13F-HR |
2/11/2022, 04:09 PM |