Q4 2024 |
50 |
$424M |
+$40.3M |
-$92.3M |
-$52M |
OSCR, TEAM, NOW, KVYO, CRWD
|
13F-HR |
2/10/2025, 07:30 PM |
Q3 2024 |
47 |
$437M |
+$26.3M |
-$110M |
-$83.8M |
KVYO, OSCR, NOW, DDOG, ADYEY
|
13F-HR |
11/8/2024, 01:00 PM |
Q2 2024 |
39 |
$495M |
+$37.2M |
-$58.6M |
-$21.4M |
NU, DDOG, NOW, KVYO, TEAM
|
13F-HR |
8/2/2024, 01:41 PM |
Q1 2024 |
39 |
$532M |
+$24.1M |
-$70.2M |
-$46.1M |
NOW, TEAM, NU, DDOG, CRWD
|
13F-HR |
5/6/2024, 06:56 PM |
Q4 2023 |
42 |
$535M |
+$6.23M |
-$47.1M |
-$40.9M |
TEAM, NOW, CRWD, DDOG, SNOW
|
13F-HR |
2/5/2024, 07:33 PM |
Q3 2023 |
44 |
$460M |
+$42.5M |
-$14.6M |
+$27.9M |
TEAM, NOW, SNOW, DDOG, CRWD
|
13F-HR |
11/8/2023, 06:58 PM |
Q2 2023 |
41 |
$445M |
+$24.3M |
-$34.4M |
-$10.1M |
NOW, SNOW, DDOG, MDB, TEAM
|
13F-HR |
8/2/2023, 04:15 PM |
Q1 2023 |
44 |
$415M |
+$15.2M |
-$30.5M |
-$15.3M |
TEAM, CRWD, SNOW, NOW, OKTA
|
13F-HR |
5/8/2023, 02:12 PM |
Q4 2022 |
46 |
$408M |
+$7.49M |
-$2.7M |
+$4.8M |
TEAM, OKTA, SNOW, SMAR, DDOG
|
13F-HR |
2/2/2023, 04:10 PM |
Q3 2022 |
47 |
$464M |
+$85.1M |
-$8.81M |
+$76.3M |
TEAM, CRWD, SNOW, DDOG, OKTA
|
13F-HR |
10/28/2022, 02:09 PM |
Q2 2022 |
48 |
$476M |
+$64.3M |
-$19.3M |
+$45M |
TEAMXXXX, CRWD, OKTA, DDOG, NOW
|
13F-HR |
7/25/2022, 03:05 PM |
Q1 2022 |
48 |
$737M |
+$110M |
-$13.1M |
+$96.8M |
CRWD, TEAMXXXX, OKTA, DDOG, SNOW
|
13F-HR |
4/25/2022, 01:57 PM |
Q4 2021 |
48 |
$934M |
+$119M |
-$116M |
+$3.44M |
OKTA, TEAMXXXX, FTCH, SHOP, TWLO
|
13F-HR |
2/7/2022, 02:27 PM |
Q3 2021 |
47 |
$1.14B |
+$147M |
-$85.2M |
+$61.7M |
TEAMXXXX, CRWD, DOCU, FTCHF, SHOP
|
13F-HR |
11/1/2021, 02:41 PM |
Q2 2021 |
43 |
$1.09B |
+$37.5M |
-$122M |
-$84.1M |
FTCHF, CRWD, DOCU, TEAMXXXX, SHOP
|
13F-HR |
8/3/2021, 02:51 PM |
Q1 2021 |
45 |
$1.04B |
+$172M |
-$72.7M |
+$99.4M |
FTCHF, TWLO, DOCU, OKTA, SHOP
|
13F-HR |
5/3/2021, 01:41 PM |
Q4 2020 |
44 |
$1.03B |
+$63.7M |
-$166M |
-$103M |
FTCH, TEAMXXXX, CRWD, TWLO, DOCU
|
13F-HR |
2/11/2021, 12:48 PM |
Q3 2020 |
48 |
$938M |
+$147M |
-$145M |
+$1.69M |
FTCH, TWLO, COUP, DOCU, AMZN
|
13F-HR |
11/3/2020, 01:18 PM |
Q2 2020 |
43 |
$801M |
+$71.2M |
-$82.3M |
-$11.1M |
TEAMXXXX, TWLO, AMZN, DOCU, NOW
|
13F-HR |
8/3/2020, 02:56 PM |
Q1 2020 |
42 |
$530M |
+$48.7M |
-$56.1M |
-$7.4M |
TEAMXXXX, AMZN, NOW, NFLX, VEEV
|
13F-HR |
5/1/2020, 05:50 PM |
Q4 2019 |
42 |
$569M |
+$30.3M |
-$36.4M |
-$6.1M |
TEAMXXXX, NOW, WDAY, AMZN, CRM
|
13F-HR |
2/5/2020, 06:36 PM |
Q3 2019 |
42 |
$544M |
+$64.2M |
-$19.9M |
+$44.3M |
TEAMXXXX, NOW, META, WDAY, AMZN
|
13F-HR |
11/4/2019, 11:40 AM |
Q2 2019 |
42 |
$582M |
+$83.8M |
-$19.7M |
+$64M |
NOW, TEAMXXXX, META, AMZN, CRM
|
13F-HR |
8/2/2019, 04:03 PM |
Q1 2019 |
43 |
$541M |
+$18.8M |
-$72.1M |
-$53.2M |
NOW, CRM, TEAMXXXX, AMZN, META
|
13F-HR |
5/6/2019, 06:37 PM |
Q4 2018 |
42 |
$464M |
+$76.6M |
-$18.4M |
+$58.2M |
AMZN, TEAMXXXX, CRM, NOW, WDAY
|
13F-HR |
2/11/2019, 01:35 PM |
Q3 2018 |
40 |
$493M |
+$38M |
-$82.3M |
-$44.3M |
AMZN, CRM, TEAMXXXX, META, NOW
|
13F-HR |
10/31/2018, 01:41 PM |
Q2 2018 |
38 |
$464M |
+$22.6M |
-$15.3M |
+$7.29M |
OKTA, AMZN, META, CRM, TEAMXXXX
|
13F-HR |
8/7/2018, 01:00 PM |
Q1 2018 |
42 |
$447M |
+$15.2M |
-$143M |
-$128M |
OKTA, AMZN, CRM, META, WDAY
|
13F-HR |
5/2/2018, 01:53 PM |
Q4 2017 |
40 |
$465M |
+$92.7M |
-$38.2M |
+$54.6M |
OKTA, AMZN, PSTG, CRM, CLDR
|
13F-HR |
1/12/2018, 06:00 PM |
Q3 2017 |
40 |
$398M |
+$27.1M |
-$32.8M |
-$5.78M |
AMZN, PSTG, CRM, META, WDAY
|
13F-HR |
10/19/2017, 04:11 PM |
Q2 2017 |
41 |
$372M |
+$26M |
-$23.7M |
+$2.33M |
AMZN, CRM, PSTG, META, WDAY
|
Restatement |
10/2/2017, 01:22 PM |
Q1 2017 |
39 |
$331M |
+$10.3M |
-$12.1M |
-$1.77M |
AMZN, CRM, WDAY, NFLX, PSTG
|
13F-HR |
5/9/2017, 02:24 PM |
Q4 2016 |
40 |
$294M |
+$41.8M |
-$5.46M |
+$36.3M |
AMZN, CRM, NFLX, PSTG, GOOGL
|
13F-HR |
2/3/2017, 05:48 PM |
Q3 2016 |
41 |
$317M |
+$21M |
-$41.1M |
-$20.1M |
AMZN, ETSY, PSTG, WDAY, CRM
|
13F-HR |
10/28/2016, 01:14 PM |
Q2 2016 |
46 |
$307M |
+$12.7M |
-$14.2M |
-$1.51M |
ETSY, AMZN, META, WDAY, PSTG
|
13F-HR |
7/28/2016, 03:11 PM |
Q1 2016 |
49 |
$307M |
+$32.1M |
-$16M |
+$16.1M |
PSTG, ETSY, META, WDAY, AMZN
|
13F-HR |
5/12/2016, 06:33 PM |
Q4 2015 |
48 |
$320M |
+$49.7M |
-$15.9M |
+$33.8M |
PSTG, ETSY, AMZN, WDAY, META
|
13F-HR |
2/10/2016, 07:31 PM |
Q3 2015 |
51 |
$303M |
+$49.9M |
-$4.83M |
+$45.1M |
ETSY, AMZN, META, WDAY, LNKD
|
13F-HR |
11/10/2015, 06:19 PM |
Q2 2015 |
49 |
$314M |
+$67.8M |
-$13.8M |
+$54M |
ETSY, AMZN, META, WDAY, NMBL
|
13F-HR |
8/7/2015, 02:49 PM |
Q1 2015 |
47 |
$262M |
+$21.6M |
-$52.7M |
-$31.1M |
WDAY, AMZN, META, LNKD, YELP
|
13F-HR |
5/6/2015, 01:55 PM |
Q4 2014 |
46 |
$284M |
+$19.2M |
-$12.2M |
+$7.08M |
AMZN, WDAY, META, NMBL, LNKD
|
13F-HR |
2/11/2015, 01:21 PM |
Q3 2014 |
46 |
$287M |
+$11.6M |
-$31.1M |
-$19.5M |
AMZN, WDAY, META, LNKD, NMBL
|
13F-HR |
11/4/2014, 02:06 PM |
Q2 2014 |
50 |
$310M |
+$88.8M |
-$1.98M |
+$86.8M |
WDAY, AMZN, LNKD, META, NMBL
|
13F-HR |
8/6/2014, 04:21 PM |
Q1 2014 |
47 |
$254M |
+$14.9M |
-$33.3M |
-$18.4M |
AMZN, GOOGLXXXX, WDAY, META, LNKD
|
13F-HR |
5/6/2014, 02:23 PM |
Q4 2013 |
48 |
$286M |
|
|
|
META, AMZN, GOOGLXXXX, NMBL, TWTR
|
13F-HR |
1/28/2014, 12:07 PM |