Q4 2024 |
25 |
$149M |
+$23.8M |
-$29.5M |
-$5.67M |
NVDA, NOW, SNPS, DT, NICE
|
13F-HR |
1/28/2025, 12:08 PM |
Q3 2024 |
25 |
$143M |
$0 |
-$1.71M |
-$1.71M |
NVDA, NOW, SNPS, DT, AMD
|
Restatement |
1/28/2025, 12:21 PM |
Q2 2024 |
27 |
$159M |
+$25.8M |
-$1.64M |
+$24.2M |
NVDA, CRWD, NOW, SNPS, DT
|
13F-HR |
8/8/2024, 11:27 AM |
Q1 2024 |
26 |
$145M |
+$17.2M |
-$18.9M |
-$1.71M |
NVDA, CRWD, AMD, NICE, NOW
|
13F-HR |
8/8/2024, 11:23 AM |
Q4 2023 |
27 |
$130M |
+$13M |
-$8.99M |
+$4.01M |
CRWD, NOW, AMD, NVDA, DT
|
13F-HR |
8/8/2024, 11:20 AM |
Q3 2023 |
28 |
$104M |
+$8.23M |
-$1.81M |
+$6.42M |
SPLK, CRWD, SNPS, NOW, DT
|
13F-HR |
8/8/2024, 11:16 AM |
Q2 2023 |
29 |
$101M |
+$12.5M |
-$6.97M |
+$5.58M |
DT, CRWD, NOW, SNPS, SPLK
|
13F-HR |
8/8/2024, 11:12 AM |
Q1 2023 |
28 |
$83.6M |
$0 |
$0 |
|
CRWD, SNPS, NICE, DT, NOW
|
13F-HR |
8/8/2024, 08:03 AM |