Q2 2022 |
32 |
$59.9M |
+$12.1M |
-$23.5M |
-$11.4M |
AMPH, ACMR, SSYS, KRUS, DHX
|
13F-HR |
8/15/2022, 09:52 AM |
Q1 2022 |
89 |
$187M |
+$87.4M |
-$25.8M |
+$61.6M |
SSYS, ACMR, EGIO, AMPH, DSKE
|
13F-HR |
5/12/2022, 04:52 PM |
Q4 2021 |
90 |
$256M |
+$96M |
-$23.3M |
+$72.7M |
TITN, SSYS, INVE, HOV, CYRX
|
13F-HR |
2/11/2022, 02:52 PM |
Q3 2021 |
85 |
$238M |
+$78.2M |
-$95.3M |
-$17.1M |
ACMR, SAH, CYRX, PLXPQ, BCEI
|
13F-HR |
11/12/2021, 11:43 AM |
Q2 2021 |
87 |
$265M |
+$111M |
-$113M |
-$2.54M |
GRWG, AWH, MGNI, HOV, KIRK
|
13F-HR |
8/11/2021, 10:16 AM |
Q1 2021 |
92 |
$257M |
+$114M |
-$1.3B |
-$1.18B |
GRWG, KIRK, AWH, ICHR, SIENXXXX
|
13F-HR |
5/14/2021, 02:18 PM |
Q4 2020 |
96 |
$1.36B |
+$549M |
-$98.2M |
+$451M |
AMZN, TNDM, GRWG, GNRC, META
|
13F-HR |
2/12/2021, 12:21 PM |
Q3 2020 |
106 |
$1.15B |
+$503M |
-$38.1M |
+$465M |
AMZN, TNDM, META, ADBE, CRM
|
13F-HR |
11/13/2020, 01:34 PM |
Q2 2020 |
102 |
$1.07B |
+$451M |
-$183M |
+$267M |
AMZN, TNDM, MSFT, AAPL, DLTR
|
13F-HR |
8/14/2020, 01:19 PM |
Q1 2020 |
103 |
$1B |
+$502M |
-$123M |
+$379M |
TNDM, AMZN, NVDA, GPN, AAPL
|
13F-HR |
5/15/2020, 01:46 PM |
Q4 2019 |
107 |
$1.44B |
+$470M |
-$95.9M |
+$375M |
GPN, AMD, TNDM, DIS, EXAS
|
13F-HR |
2/14/2020, 10:13 AM |
Q3 2019 |
107 |
$1.29B |
+$371M |
-$23.9M |
+$347M |
GPN, AMD, BAH, TNDM, AMZN
|
13F-HR |
11/14/2019, 11:39 AM |
Q2 2019 |
116 |
$1.37B |
+$344M |
-$104M |
+$240M |
MSFT, GPN, TNDM, AMZN, DECK
|
13F-HR |
8/14/2019, 01:31 PM |
Q1 2019 |
117 |
$1.36B |
+$483M |
-$99.8M |
+$383M |
MSFT, AMZN, TNDM, CRM, GPN
|
13F-HR |
5/15/2019, 03:00 PM |
Q4 2018 |
115 |
$1.17B |
+$496M |
-$41.5M |
+$454M |
MSFT, CIEN, AMZN, CRM, TTD
|
13F-HR |
2/14/2019, 09:13 AM |
Q3 2018 |
116 |
$1.43B |
+$360M |
-$56.7M |
+$304M |
AMZN, MSFT, AMD, TTD, CRM
|
13F-HR |
11/14/2018, 12:46 PM |
Q2 2018 |
105 |
$1.27B |
+$499M |
-$82.2M |
+$417M |
AMZN, EA, MSFT, ZTS, CRM
|
13F-HR |
8/14/2018, 10:43 AM |
Q1 2018 |
101 |
$1.22B |
+$345M |
-$46.1M |
+$299M |
AMZN, NFLX, ZTS, NOW, AVGO
|
13F-HR |
5/15/2018, 11:29 AM |
Q4 2017 |
100 |
$1.21B |
+$433M |
-$59.5M |
+$373M |
AMZN, AVGOXXXX, GOOGL, ILMN, OSK
|
13F-HR |
2/14/2018, 11:33 AM |
Q3 2017 |
97 |
$1.14B |
+$308M |
-$40.8M |
+$268M |
AVGOXXXX, DLTR, ALB, GOOGL, TMO
|
13F-HR |
11/14/2017, 12:04 PM |
Q2 2017 |
102 |
$1.1B |
+$373M |
-$95.7M |
+$277M |
AVGOXXXX, GOOGL, EXPE, TMO, NVDA
|
13F-HR |
8/14/2017, 01:19 PM |
Q1 2017 |
106 |
$1.06B |
+$400M |
-$41.2M |
+$359M |
AMD, META, MU, AVGOXXXX, AMZN
|
13F-HR |
5/15/2017, 01:35 PM |
Q4 2016 |
141 |
$1.02B |
+$464M |
-$137M |
+$327M |
GOOGL, CHTR, AMD, META, AVGOXXXX
|
13F-HR |
2/14/2017, 11:48 AM |
Q3 2016 |
142 |
$1.03B |
+$345M |
-$79.4M |
+$265M |
EA, KAR, AVGOXXXX, FLT, META
|
13F-HR |
11/14/2016, 02:11 PM |
Q2 2016 |
137 |
$974M |
+$313M |
-$50.7M |
+$262M |
AMZN, EA, KAR, NWL, AMT
|
13F-HR |
8/12/2016, 11:00 AM |
Q1 2016 |
145 |
$999M |
+$327M |
-$85.6M |
+$241M |
AVGOXXXX, AMZN, GOOGL, KAR, CRM
|
13F-HR |
5/13/2016, 12:14 PM |
Q4 2015 |
151 |
$1.08B |
+$388M |
-$79.1M |
+$309M |
META, KAR, AVGOXXXX, GOOGL, TMO
|
13F-HR |
2/12/2016, 09:32 AM |
Q3 2015 |
152 |
$1.08B |
+$403M |
-$117M |
+$286M |
PCLN, META, AVGOXXXX, AMZN, CMCSA
|
13F-HR |
11/13/2015, 11:29 AM |
Q2 2015 |
150 |
$1.2B |
+$476M |
-$150M |
+$326M |
AAPL, INFN, META, AVGOXXXX, GILD
|
13F-HR |
8/14/2015, 01:41 PM |
Q1 2015 |
146 |
$1.24B |
+$438M |
-$167M |
+$271M |
AAPL, QRVO, AVGOXXXX, CTSH, META
|
13F-HR |
5/15/2015, 01:28 PM |
Q4 2014 |
140 |
$1.24B |
+$461M |
-$128M |
+$334M |
AAPL, GLW, BABA, WAB, CMG
|
13F-HR |
2/13/2015, 12:01 PM |
Q3 2014 |
139 |
$1.17B |
+$423M |
-$98.1M |
+$325M |
AAPL, WAB, META, RHT, URI
|
13F-HR |
11/14/2014, 12:00 PM |
Q2 2014 |
143 |
$1.23B |
+$557M |
-$172M |
+$385M |
WAB, RHT, URI, CELG, CMG
|
13F-HR |
8/14/2014, 01:43 PM |
Q1 2014 |
147 |
$1.28B |
+$580M |
-$213M |
+$367M |
WAB, DKS, FLS, XLNX, URI
|
13F-HR |
5/15/2014, 02:52 PM |
Q4 2013 |
137 |
$1.32B |
|
|
|
AAPL, V, XLXXXX, RHT, WAB
|
13F-HR |
2/14/2014, 01:07 PM |