Q4 2024 |
44 |
$189M |
+$52.2M |
-$73.2M |
-$20.9M |
ASAN, VIAV, MTRX, HIPO, FLR
|
13F-HR |
2/14/2025, 05:21 PM |
Q3 2024 |
40 |
$176M |
+$34.2M |
-$51.8M |
-$17.5M |
ASAN, MTRX, HIPO, VIAV, ADTN
|
13F-HR |
11/14/2024, 03:05 PM |
Q2 2024 |
40 |
$184M |
+$53.4M |
-$47.9M |
+$5.47M |
ASAN, MTRX, MRVL, VIAV, HIPO
|
13F-HR |
8/14/2024, 03:42 PM |
Q1 2024 |
41 |
$180M |
+$63.9M |
-$53M |
+$10.9M |
HIPO, ASAN, AMBA, MRVL, XPER
|
13F-HR |
5/15/2024, 03:10 PM |
Q4 2023 |
43 |
$165M |
+$50.2M |
-$36.3M |
+$13.8M |
DOCU, INTC, ANGI, XPER, CSGS
|
13F-HR |
2/14/2024, 02:56 PM |
Q3 2023 |
60 |
$142M |
+$50M |
-$83.7M |
-$33.8M |
ASAN, GENI, ANGI, MTRX, CSGS
|
13F-HR |
11/14/2023, 03:04 PM |
Q2 2023 |
64 |
$190M |
+$91.8M |
-$50.4M |
+$41.4M |
ASAN, ANGI, CGNT, GWRE, INTC
|
13F-HR |
8/14/2023, 05:54 PM |
Q1 2023 |
47 |
$140M |
+$41.4M |
-$24.7M |
+$16.7M |
GWRE, ANGI, ASAN, BLKB, HHS
|
13F-HR |
5/15/2023, 03:32 PM |
Q4 2022 |
43 |
$127M |
+$48.6M |
-$10.5M |
+$38M |
BLKB, GWRE, HHS, META, IAC
|
13F-HR |
2/14/2023, 02:04 PM |
Q3 2022 |
39 |
$107M |
+$37M |
-$15.5M |
+$21.5M |
ASAN, HHS, BLKB, M103TBA, SCOR
|
13F-HR |
11/14/2022, 04:28 PM |
Q2 2022 |
45 |
$123M |
+$46.9M |
-$22.4M |
+$24.4M |
HHS, HDSN, META, SCOR, XM
|
13F-HR |
8/15/2022, 04:45 PM |
Q1 2022 |
40 |
$126M |
+$47.7M |
-$8.73M |
+$39M |
HDSN, INTC, CGNT, GLW, SCOR
|
13F-HR |
5/16/2022, 04:38 PM |
Q4 2021 |
44 |
$143M |
|
|
|
HDSN, EVBG, SMAR, BLKB, WDAY
|
13F-HR |
2/14/2022, 03:18 PM |
Q3 2015 |
44 |
$83.4M |
+$25.2M |
-$6.24M |
+$18.9M |
AWAY, ATEN, AWAY, MKTO, SYMC
|
13F-HR |
11/16/2015, 08:38 AM |
Q2 2015 |
44 |
$102M |
+$32.6M |
-$15.1M |
+$17.5M |
CSCO, AWAY, ATEN, CSOD, AWAY
|
13F-HR |
8/14/2015, 09:23 AM |
Q1 2015 |
39 |
$93.6M |
+$36.4M |
-$10.8M |
+$25.5M |
CSCO, IL, INAP, ATEN, MKTO
|
13F-HR |
5/15/2015, 08:06 AM |
Q4 2014 |
63 |
$138M |
|
|
|
QQQXXXX, SMHXXXX, IL, ESIO, AWAY
|
13F-HR |
2/17/2015, 08:24 AM |