Q4 2024 |
17 |
$501M |
+$59.4M |
-$315M |
-$255M |
PEGA, IDCC, MRVL, TSEM, CWAN
|
13F-HR |
2/13/2025, 04:50 PM |
Q3 2024 |
18 |
$662M |
+$176M |
-$146M |
+$30.6M |
IDCC, CWAN, TSEM, PEGA, MRVL
|
13F-HR |
11/13/2024, 01:36 PM |
Q2 2024 |
21 |
$580M |
+$237M |
-$86.1M |
+$151M |
TSEM, CGNX, IDCC, NVDA, WIX
|
13F-HR |
8/13/2024, 02:48 PM |
Q1 2024 |
18 |
$449M |
+$174M |
-$118M |
+$56.6M |
TSEM, WIX, CGNX, NVDA, IDCC
|
13F-HR |
5/14/2024, 01:36 PM |
Q4 2023 |
23 |
$547M |
+$94.5M |
-$150M |
-$55.7M |
WIX, IDCC, TSEM, CLS, FLEX
|
13F-HR |
2/13/2024, 09:29 AM |
Q3 2023 |
23 |
$503M |
+$290M |
-$168M |
+$122M |
QQQ, IDCC, CLS, FLEX, GDDY
|
13F-HR |
11/13/2023, 05:01 PM |
Q2 2023 |
15 |
$401M |
+$95.3M |
-$118M |
-$23.1M |
IDCC, FLEX, NICE, GDDY, AMD
|
13F-HR |
8/11/2023, 01:59 PM |
Q1 2023 |
21 |
$443M |
+$211M |
-$72.7M |
+$139M |
FLEX, IDCC, NICE, NVDA, ATVI
|
13F-HR |
5/12/2023, 10:20 AM |
Q4 2022 |
25 |
$408M |
+$264M |
-$44.1M |
+$220M |
QQQ, FLEX, DT, MANH, IDCC
|
13F-HR |
2/13/2023, 09:03 AM |
Q3 2022 |
23 |
$232M |
+$53.3M |
-$70.7M |
-$17.4M |
FLEX, NICE, CRM, RMBS, MANH
|
13F-HR |
11/14/2022, 08:10 AM |
Q2 2022 |
26 |
$350M |
+$36.9M |
-$94.9M |
-$58M |
FLEX, MANH, DT, NICE, AYX
|
13F-HR |
8/15/2022, 11:06 AM |
Q1 2022 |
38 |
$898M |
+$331M |
-$278M |
+$52.7M |
QQQ, FLEX, MANH, DT, NYT
|
Restatement |
7/20/2022, 05:21 PM |
Q4 2021 |
37 |
$982M |
+$191M |
-$147M |
+$43.9M |
DT, FLEX, GDDY, KNBE, WMG
|
13F-HR |
2/14/2022, 09:35 AM |
Q3 2021 |
55 |
$1.14B |
+$279M |
-$432M |
-$153M |
DT, FLEX, WMG, SPT, ZI
|
13F-HR |
11/15/2021, 11:26 AM |
Q2 2021 |
47 |
$1.24B |
+$382M |
-$346M |
+$36.2M |
DT, GDDY, FLEX, ADSK, SPT
|
Restatement |
8/16/2021, 03:51 PM |
Q1 2021 |
45 |
$1.1B |
+$278M |
-$219M |
+$59.1M |
DT, ADSK, NYT, IDCC, GDDY
|
13F-HR |
5/17/2021, 10:07 AM |
Q4 2020 |
37 |
$1.05B |
+$357M |
-$97M |
+$260M |
FLEX, DT, NYT, IDCC, WMG
|
13F-HR |
2/16/2021, 08:12 AM |
Q3 2020 |
32 |
$831M |
+$280M |
-$90.2M |
+$190M |
DT, NYT, IDCC, SAIL, GDDY
|
13F-HR |
11/16/2020, 08:54 AM |
Q2 2020 |
33 |
$764M |
+$304M |
-$77.8M |
+$226M |
NYT, IDCC, DT, ADSK, SAIL
|
13F-HR |
8/14/2020, 09:16 AM |
Q1 2020 |
25 |
$591M |
+$296M |
-$109M |
+$187M |
NYT, MSFT, IDCC, NYT, FLEX
|
13F-HR |
5/15/2020, 10:08 AM |
Q4 2019 |
27 |
$749M |
+$287M |
-$35.6M |
+$252M |
IWM, QQQ, NYT, FLEX, NICE
|
13F-HR |
2/14/2020, 10:18 AM |
Q3 2019 |
24 |
$576M |
+$161M |
-$69M |
+$92.5M |
IWM, SMH, GWRE, NYT, FLEX
|
Restatement |
2/14/2020, 10:16 AM |
Q2 2019 |
31 |
$629M |
+$277M |
-$99.6M |
+$177M |
IWM, NYT, SMH, GWRE, QQQ
|
Restatement |
2/14/2020, 10:14 AM |
Q1 2019 |
30 |
$573M |
+$292M |
-$40.4M |
+$251M |
QQQ, QCOM, NYT, GWRE, ADSK
|
13F-HR |
5/15/2019, 06:01 AM |
Q4 2018 |
28 |
$352M |
+$136M |
-$25.1M |
+$111M |
SEND, NYT, PTC, ADSK, ATVI
|
13F-HR |
2/14/2019, 10:31 AM |
Q3 2018 |
23 |
$627M |
+$120M |
-$76.2M |
+$43.5M |
IWM, NYT, ADSK, YEXT, PTC
|
13F-HR |
11/14/2018, 09:35 AM |
Q2 2018 |
33 |
$760M |
+$503M |
-$29M |
+$474M |
IWM, QQQ, NYT, EPAY, YEXT
|
13F-HR |
8/14/2018, 10:47 AM |
Q1 2018 |
31 |
$399M |
+$195M |
-$27M |
+$168M |
QQQXXXX, MULE, EBAY, EPAY, YEXT
|
13F-HR |
5/15/2018, 10:18 AM |
Q4 2017 |
30 |
$417M |
+$223M |
-$61.9M |
+$161M |
IWM, EPAY, EBAY, MRVLXXXX, IGT
|
13F-HR |
2/14/2018, 10:05 AM |
Q3 2017 |
30 |
$306M |
+$58.9M |
-$81.1M |
-$22.2M |
EPAY, EBAY, IACXXXX, BL, XPERXXXX
|
13F-HR |
11/14/2017, 11:24 AM |
Q2 2017 |
31 |
$340M |
+$152M |
-$50.6M |
+$101M |
NUAN, BL, EBAY, MRVLXXXX, IGT
|
13F-HR |
8/14/2017, 02:52 PM |
Q1 2017 |
28 |
$290M |
+$122M |
-$85.7M |
+$36M |
NUAN, LGFB, MRVLXXXX, RP, ATVI
|
13F-HR |
5/15/2017, 12:38 PM |
Q4 2016 |
35 |
$321M |
+$120M |
-$48.2M |
+$72M |
MRVLXXXX, IACXXXX, TTWO, RP, IMMR
|
13F-HR |
2/14/2017, 10:36 AM |
Q3 2016 |
29 |
$359M |
+$132M |
-$70.9M |
+$61M |
WBMD, TTWO, MRVLXXXX, TSRAXXXX, SONY
|
13F-HR |
11/14/2016, 10:37 AM |
Q2 2016 |
33 |
$400M |
+$149M |
-$78.3M |
+$70.8M |
IACXXXX, TTWO, MLNX, STMP, ATVI
|
13F-HR |
8/15/2016, 12:06 PM |
Q1 2016 |
30 |
$393M |
+$97.3M |
-$126M |
-$28.5M |
FIT, IDCC, TTWO, MLNX, HIMX
|
13F-HR |
5/16/2016, 02:41 PM |
Q4 2015 |
30 |
$516M |
+$147M |
-$115M |
+$32.3M |
GOOGL, TTWO, IDCC, STMP, QCOM
|
13F-HR |
2/16/2016, 02:26 PM |
Q3 2015 |
31 |
$538M |
+$58.5M |
-$92M |
-$33.5M |
WBMD, IDCC, LORL, IACXXXX, TSRAXXXX
|
13F-HR |
11/16/2015, 12:54 PM |
Q2 2015 |
37 |
$1.02B |
+$425M |
-$72.8M |
+$352M |
IWM, WBMD, LORL, IDCC, EXPE
|
13F-HR |
8/14/2015, 11:42 AM |
Q1 2015 |
41 |
$871M |
+$256M |
-$189M |
+$67.7M |
WBMD, LORL, ATVI, NEWM, EXPE
|
13F-HR |
5/14/2015, 11:59 AM |
Q4 2014 |
39 |
$984M |
+$173M |
-$235M |
-$62.1M |
LORL, WBMD, GOOGLXXXX, IACXXXX, TTWO
|
13F-HR |
2/17/2015, 09:05 AM |
Q3 2014 |
48 |
$1.32B |
+$432M |
-$131M |
+$301M |
IACXXXX, AAPL, WBMD, META, EXPE
|
13F-HR |
11/14/2014, 10:17 AM |
Q2 2014 |
59 |
$1.93B |
+$735M |
-$413M |
+$322M |
SPY, EEM, WBMD, IACXXXX, ATVI
|
13F-HR |
8/14/2014, 10:54 AM |
Q1 2014 |
56 |
$1.57B |
+$604M |
-$106M |
+$498M |
EEM, WBMD, BRCM, CMCSA, IACXXXX
|
13F-HR |
5/15/2014, 03:53 PM |
Q4 2013 |
56 |
$1.34B |
|
|
|
AMT, META, CMCSA, DGI, BRCM
|
13F-HR |
2/13/2014, 03:07 PM |