Q3 2018 |
23 |
$666M |
+$196M |
-$421M |
-$225M |
META, BABA, FDC, CHTR, PYPL
|
13F-HR |
11/14/2018, 08:33 AM |
Q2 2018 |
24 |
$1.33B |
+$516M |
-$131M |
+$385M |
META, FDC, NUAN, CHTR, PHG
|
13F-HR |
8/14/2018, 09:38 AM |
Q1 2018 |
33 |
$1.44B |
+$661M |
-$437M |
+$224M |
AVGOXXXX, META, PHG, CDNS, CHTR
|
13F-HR |
4/30/2018, 05:22 PM |
Q4 2017 |
35 |
$1.66B |
+$391M |
-$1.04B |
-$648M |
MELI, AVGOXXXX, WDAY, META, NOW
|
13F-HR |
2/14/2018, 07:32 AM |
Q3 2017 |
37 |
$2.35B |
+$434M |
-$201M |
+$233M |
NOW, CRM, WDAY, PANW, META
|
13F-HR |
11/14/2017, 07:21 AM |
Q2 2017 |
36 |
$2.07B |
+$396M |
-$972M |
-$576M |
CRM, META, NOW, SPLK, PANW
|
13F-HR |
8/14/2017, 08:40 AM |
Q1 2017 |
43 |
$2.72B |
+$566M |
-$342M |
+$224M |
NOW, WDAY, CRM, SPLK, META
|
13F-HR |
5/15/2017, 02:52 PM |
Q4 2016 |
33 |
$2.45B |
+$484M |
-$123M |
+$360M |
CRM, NOW, SPLK, META, PANW
|
13F-HR |
2/14/2017, 05:33 AM |
Q3 2016 |
45 |
$2.5B |
+$649M |
-$282M |
+$367M |
SPLK, NOW, WDAY, PANW, CRM
|
13F-HR |
11/14/2016, 06:12 AM |
Q2 2016 |
29 |
$2.09B |
+$449M |
-$398M |
+$50.6M |
SPLK, AMZN, NOW, WDAY, META
|
13F-HR |
8/15/2016, 06:45 AM |
Q1 2016 |
36 |
$2.44B |
+$559M |
-$678M |
-$118M |
SPLK, WDAY, NOW, CRM, META
|
13F-HR |
5/16/2016, 06:30 AM |
Q4 2015 |
38 |
$3.19B |
+$575M |
-$575M |
+$334K |
WDAY, NOW, SPLK, META, CRM
|
13F-HR |
2/16/2016, 05:32 AM |
Q3 2015 |
33 |
$2.94B |
+$950M |
-$75.3M |
+$875M |
WDAY, NOW, CRM, META, ATHN
|
13F-HR |
11/16/2015, 05:35 AM |
Q2 2015 |
34 |
$2.62B |
+$504M |
-$234M |
+$270M |
META, NOW, LNKD, WDAY, ATHN
|
13F-HR |
8/14/2015, 06:51 AM |
Q1 2015 |
35 |
$2.52B |
+$798M |
-$307M |
+$491M |
META, WDAY, NOW, LNKD, PANW
|
13F-HR |
5/15/2015, 06:30 AM |
Q4 2014 |
63 |
$2.67B |
+$614M |
-$895M |
-$281M |
PANW, NOW, WDAY, META, ATHN
|
Restatement |
3/6/2015, 07:48 AM |
Q3 2014 |
55 |
$3.42B |
+$815M |
-$462M |
+$353M |
PANW, NOW, VEEV, WDAY, LNKD
|
13F-HR |
11/14/2014, 06:01 AM |
Q2 2014 |
43 |
$3.35B |
+$1.17B |
-$213M |
+$960M |
PANW, NOW, WDAY, VEEV, BIDU
|
13F-HR |
8/14/2014, 07:09 AM |
Q1 2014 |
69 |
$3B |
+$942M |
-$597M |
+$345M |
PANW, BIDU, S, LNKD, CHTRXXXX
|
13F-HR |
5/15/2014, 07:23 AM |
Q4 2013 |
86 |
$3.17B |
|
|
|
PANW, BIDU, AMZN, CCIXXXX, S
|
13F-HR |
2/14/2014, 05:53 AM |