Q3 2024 |
20 |
$41.2M |
+$19M |
-$9.93M |
+$9.06M |
CPAY, NCNO, CFLT, CWH, BILL
|
13F-HR |
11/14/2024, 02:30 PM |
Q2 2024 |
19 |
$29.2M |
+$7.81M |
-$13.7M |
-$5.92M |
CPAY, BILL, CCCS, CWH, CDLX
|
13F-HR |
8/14/2024, 02:43 PM |
Q1 2024 |
23 |
$49.9M |
+$24.3M |
-$29.6M |
-$5.33M |
CPAY, HGV, RXO, BILL, LAW
|
13F-HR |
5/15/2024, 03:21 PM |
Q4 2023 |
26 |
$53.8M |
+$18.2M |
-$5.11M |
+$13.1M |
FLT, TOST, HGV, JD, LSPD
|
13F-HR |
2/14/2024, 04:04 PM |
Q3 2023 |
31 |
$39.1M |
+$14.3M |
-$9.66M |
+$4.68M |
FLT, CDLX, TOST, PLNT, RH
|
13F-HR |
11/14/2023, 01:47 PM |
Q2 2023 |
26 |
$35.4M |
+$11.2M |
-$16.4M |
-$5.2M |
FLT, LSPD, ASAN, FTCH, SE
|
13F-HR |
8/14/2023, 02:48 PM |
Q1 2023 |
20 |
$39.8M |
+$11.5M |
-$3.96M |
+$7.59M |
FLT, BILL, CFLT, LSPD, IAC
|
13F-HR |
5/15/2023, 01:46 PM |
Q4 2022 |
19 |
$34.3M |
+$13.9M |
-$12.2M |
+$1.74M |
FLT, BILL, IAC, LSPD, CFLT
|
13F-HR |
2/14/2023, 11:54 AM |
Q3 2022 |
23 |
$60.5M |
+$36.4M |
-$97.9K |
+$36.3M |
ASND, WRBY, TOST, LSPD, FLT
|
13F-HR |
11/14/2022, 12:46 PM |
Q2 2022 |
19 |
$36.9M |
+$18.2M |
-$4.21M |
+$14M |
FLT, PENN, LSPD, RH, TOST
|
13F-HR |
8/15/2022, 02:59 PM |
Q1 2022 |
29 |
$85M |
+$59M |
-$6.73M |
+$52.3M |
TOST, CVNA, COIN, ASND, LSPD
|
13F-HR |
5/16/2022, 02:32 PM |
Q4 2021 |
25 |
$90.8M |
+$43.6M |
-$59.1M |
-$15.5M |
LFG, LSPD, TOST, CHWY, NMIH
|
13F-HR |
2/14/2022, 12:51 PM |
Q3 2021 |
27 |
$216M |
+$99.5M |
-$306M |
-$207M |
LSPD, CHWY, CDLX, NMIH, WGS
|
13F-HR |
11/15/2021, 02:47 PM |
Q2 2021 |
60 |
$451M |
+$186M |
-$154M |
+$32.1M |
NMIH, CDLX, CHWY, FSLY, CMLFU
|
13F-HR |
8/16/2021, 01:59 PM |
Q1 2021 |
55 |
$411M |
+$190M |
-$359M |
-$168M |
NMIH, CHWY, FSLY, CDLX, CMLFU
|
13F-HR |
5/17/2021, 03:09 PM |
Q4 2020 |
65 |
$585M |
+$326M |
-$10.7M |
+$315M |
FLT, CHWY, NMIH, CDLX, FSLY
|
13F-HR |
2/16/2021, 01:03 PM |
Q3 2020 |
47 |
$283M |
+$171M |
-$23.7M |
+$148M |
FLT, FSLY, NMIH, CHWY, CDLX
|
13F-HR |
11/16/2020, 02:00 PM |
Q2 2020 |
28 |
$163M |
+$137M |
-$2.14M |
+$135M |
FSLY, CHWY, FLT, SMAR, ZM
|
13F-HR |
8/14/2020, 02:00 PM |
Q1 2020 |
15 |
$37.1M |
+$29.8M |
-$4.59M |
+$25.3M |
FLT, CVNA, NMIH, MTN, RH
|
13F-HR |
5/15/2020, 01:59 PM |
Q4 2019 |
36 |
$118M |
+$83.5M |
|
+$83.5M |
THOR, PLAN, CHWY, MIME, WRLD
|
13F-HR |
2/14/2020, 01:02 PM |
Q3 2019 |
19 |
$39.7M |
+$20.9M |
-$4.09M |
+$16.8M |
MIME, TAST, PLAN, TSG, WVE
|
13F-HR |
11/14/2019, 12:59 PM |
Q2 2019 |
20 |
$55.6M |
+$29M |
|
+$29M |
TSG, TWOU, BKD, TAST, WVE
|
13F-HR |
8/14/2019, 02:10 PM |
Q1 2019 |
32 |
$84.5M |
+$58.3M |
|
+$58.3M |
CVNA, TSG, WVE, CARG, CWH
|
13F-HR |
5/15/2019, 03:14 PM |
Q4 2018 |
20 |
$40.9M |
+$22.5M |
-$13.5M |
+$9.03M |
WVE, CVNA, WRLD, TSG, DFRG
|
13F-HR |
2/14/2019, 01:11 PM |
Q3 2018 |
13 |
$50.7M |
+$20M |
-$8.5M |
+$11.5M |
WRLD, WVE, CWH, GDS, TSG
|
13F-HR |
11/14/2018, 01:00 PM |
Q2 2018 |
23 |
$81M |
+$62.2M |
|
+$62.2M |
CWH, CVNA, CZRXXXX, WVE, WRLD
|
13F-HR |
8/14/2018, 02:05 PM |
Q1 2018 |
13 |
$35.3M |
+$20.4M |
-$688K |
+$19.7M |
WVE, HUD, LILA, TTWO, JD
|
13F-HR |
5/15/2018, 02:05 PM |
Q4 2017 |
29 |
$65M |
|
|
|
WVE, REN, LILAKXXXX, CNX, AMCXXXX
|
13F-HR |
2/14/2018, 12:51 PM |