Q4 2024 |
254 |
$2.58B |
+$345M |
-$401M |
-$56.9M |
CRDO, FTAI, FRPT, QTWO, GTLS
|
13F-HR |
2/11/2025, 02:32 PM |
Q3 2024 |
248 |
$2.59B |
+$349M |
-$289M |
+$60.6M |
FTAI, FRPT, CRS, VRNS, INSM
|
13F-HR |
10/29/2024, 03:58 PM |
Q2 2024 |
247 |
$2.38B |
+$253M |
-$436M |
-$182M |
FTAI, FRPT, CRS, TMDX, CRDO
|
13F-HR |
8/6/2024, 02:54 PM |
Q1 2024 |
242 |
$2.46B |
+$322M |
-$356M |
-$34.9M |
SMCI, FRPT, FTAI, VRNS, CRS
|
13F-HR |
5/8/2024, 09:23 AM |
Q4 2023 |
241 |
$2.33B |
+$234M |
-$259M |
-$24.3M |
IMGN, ACAD, FRPT, CRS, SMCI
|
13F-HR |
2/5/2024, 01:05 PM |
Q3 2023 |
232 |
$2.06B |
+$241M |
-$132M |
+$109M |
CRS, GTLS, SMCI, CHDN, SMPL
|
13F-HR |
10/26/2023, 05:05 PM |
Q2 2023 |
211 |
$2.29B |
+$384M |
-$213M |
+$171M |
SMCI, CHDN, GTLS, ACAD, CRS
|
13F-HR |
7/25/2023, 11:15 AM |
Q1 2023 |
210 |
$2.09B |
+$206M |
-$210M |
-$3.42M |
CHDN, SMCI, LNTH, SMPL, FOUR
|
13F-HR |
5/4/2023, 10:33 AM |
Q4 2022 |
245 |
$2.07B |
+$238M |
-$142M |
+$96.1M |
SMCI, SMPL, MTSI, CHDN, MMSI
|
13F-HR |
2/3/2023, 02:27 PM |
Q3 2022 |
243 |
$1.94B |
+$304M |
-$193M |
+$111M |
GTLS, PLMR, SMPL, MTSI, EVRI
|
13F-HR |
10/25/2022, 02:45 PM |
Q2 2022 |
245 |
$1.94B |
+$230M |
-$277M |
-$46.7M |
GTLS, SMPL, UTHR, RPD, PRFT
|
13F-HR |
7/29/2022, 03:08 PM |
Q1 2022 |
258 |
$2.62B |
+$466M |
-$145M |
+$321M |
GTLS, RPD, SEAS, MTSI, CHDN
|
13F-HR |
4/29/2022, 03:47 PM |
Q4 2021 |
276 |
$2.71B |
+$236M |
-$228M |
+$7.45M |
RPD, MTSI, GTLS, PRFT, CHDN
|
13F-HR |
2/2/2022, 07:57 AM |
Q3 2021 |
235 |
$2.75B |
+$271M |
-$232M |
+$38.3M |
RPD, GTLS, VRNS, FRPT, PRFT
|
13F-HR |
10/28/2021, 01:46 PM |
Q2 2021 |
284 |
$2.74B |
+$225M |
-$345M |
-$119M |
FRPT, RPD, GTLS, VRNS, MTSI
|
13F-HR |
7/29/2021, 04:33 PM |
Q1 2021 |
242 |
$2.77B |
+$415M |
-$686M |
-$271M |
FRPT, NEO, CHDN, CHGG, VRNS
|
13F-HR |
4/29/2021, 04:07 PM |
Q4 2020 |
282 |
$3.01B |
+$535M |
-$414M |
+$121M |
CHGG, NEO, FRPT, RPD, VRNS
|
13F-HR |
1/29/2021, 02:35 PM |
Q3 2020 |
330 |
$2.43B |
+$362M |
-$250M |
+$112M |
FRPT, CHGG, CHDN, NEO, HZNP
|
13F-HR |
10/28/2020, 03:37 PM |
Q2 2020 |
313 |
$2.29B |
+$331M |
-$257M |
+$73.2M |
CHGG, FRPT, HZNP, TREX, CHDN
|
13F-HR |
7/28/2020, 09:58 AM |
Q1 2020 |
212 |
$1.73B |
+$273M |
-$192M |
+$80.8M |
CHGG, FRPT, TREX, NEO, HZNP
|
13F-HR |
4/30/2020, 03:23 PM |
Q4 2019 |
335 |
$2.37B |
+$366M |
-$295M |
+$70.6M |
CHGG, TREX, FRPT, PLNT, CHDN
|
13F-HR |
1/29/2020, 10:55 AM |
Q3 2019 |
245 |
$2.14B |
+$158M |
-$251M |
-$92.4M |
TREX, CHGG, FIVE, FRPT, CHDN
|
13F-HR |
10/31/2019, 03:10 PM |
Q2 2019 |
250 |
$2.49B |
+$273M |
-$198M |
+$75.1M |
CHGG, RPD, TREX, PLNT, KTOS
|
13F-HR |
7/31/2019, 01:39 PM |
Q1 2019 |
251 |
$2.46B |
+$317M |
-$195M |
+$121M |
CHGG, PLNT, FIVE, RPD, TREX
|
13F-HR |
5/1/2019, 10:14 AM |
Q4 2018 |
244 |
$2.03B |
+$317M |
-$203M |
+$114M |
CHGG, CIEN, FIVE, PLNT, TREX
|
13F-HR |
1/30/2019, 08:40 AM |
Q3 2018 |
255 |
$2.72B |
+$308M |
-$241M |
+$67.1M |
CHGG, VG, FIVE, TREX, VRNS
|
13F-HR |
10/30/2018, 05:48 PM |
Q2 2018 |
251 |
$2.65B |
+$431M |
-$259M |
+$172M |
CHGG, FCB, VG, VRNS, CADE
|
13F-HR |
7/31/2018, 05:04 PM |
Q1 2018 |
249 |
$2.5B |
+$363M |
-$266M |
+$97.6M |
TREE, CHGG, VG, GTTNQ, KLXI
|
13F-HR |
4/26/2018, 04:40 PM |
Q4 2017 |
248 |
$2.6B |
+$422M |
-$269M |
+$153M |
TREE, SRPT, EPAM, VG, KMT
|
13F-HR |
2/5/2018, 04:31 PM |
Q3 2017 |
238 |
$2.46B |
+$343M |
-$312M |
+$31.2M |
TREE, TREX, IBP, PBYI, CHGG
|
13F-HR |
10/30/2017, 04:30 PM |
Q2 2017 |
225 |
$2.39B |
+$249M |
-$327M |
-$78.5M |
TREE, APOG, IBP, DY, OZRK
|
13F-HR |
7/28/2017, 02:29 PM |
Q1 2017 |
233 |
$2.44B |
+$327M |
-$232M |
+$95.6M |
VEEV, OZRK, APOG, MSCC, DY
|
13F-HR |
4/27/2017, 05:55 PM |
Q4 2016 |
269 |
$2.34B |
+$586M |
-$316M |
+$270M |
VEEV, OZRK, MSCC, VG, APOG
|
13F-HR |
1/26/2017, 12:15 PM |
Q3 2016 |
319 |
$2.25B |
+$279M |
-$180M |
+$99.1M |
VEEV, EPAM, VG, RICE, FIVE
|
13F-HR |
10/27/2016, 02:30 PM |
Q2 2016 |
315 |
$2.08B |
+$295M |
-$240M |
+$54.7M |
EPAM, VEEV, FIVE, MSTR, EGHT
|
13F-HR |
7/28/2016, 09:33 AM |
Q1 2016 |
320 |
$2.05B |
+$229M |
-$135M |
+$94.2M |
EPAM, TREX, FIVE, MSTR, OZRK
|
13F-HR |
4/28/2016, 11:53 AM |
Q4 2015 |
319 |
$2.12B |
+$421M |
-$78.7M |
+$342M |
EPAM, MSTR, OZRK, VEEV, QLIK
|
13F-HR |
1/25/2016, 11:35 AM |
Q3 2015 |
330 |
$1.91B |
+$242M |
-$135M |
+$107M |
EPAM, QLIK, IMPV, JACK, MSTR
|
13F-HR |
10/22/2015, 06:14 PM |
Q2 2015 |
319 |
$2.09B |
+$287M |
-$157M |
+$130M |
EPAM, IMPV, XON, ACHC, APOG
|
13F-HR |
7/28/2015, 03:48 PM |
Q1 2015 |
327 |
$1.9B |
+$332M |
-$230M |
+$102M |
EPAM, SAVE, ACHC, QLIK, JACK
|
13F-HR |
4/29/2015, 03:43 PM |
Q4 2014 |
337 |
$1.88B |
+$287M |
-$140M |
+$147M |
MWIV, SAVE, EPAM, PFPT, ACHC
|
13F-HR |
1/30/2015, 02:32 PM |
Q3 2014 |
346 |
$1.68B |
+$288M |
-$170M |
+$118M |
MWIV, SAVE, WCC, JACK, ACHC
|
13F-HR |
10/28/2014, 02:03 PM |
Q2 2014 |
428 |
$1.77B |
+$322M |
-$224M |
+$97.9M |
SAVE, MWIV, PVAHQ, WCC, WAB
|
13F-HR |
7/17/2014, 03:17 PM |
Q1 2014 |
355 |
$1.78B |
+$205M |
-$205M |
+$90.6K |
SAVE, MWIV, TREX, EPAM, PFPT
|
13F-HR |
4/30/2014, 01:50 PM |
Q4 2013 |
349 |
$1.84B |
|
|
|
MWIV, TREX, EPAM, SAVE, ACHC
|
13F-HR |
1/30/2014, 03:42 PM |