Q1 2025 |
14 |
$116M |
+$58.3M |
-$30.5M |
+$27.7M |
GRNT, NU, RBRK, IONQ, UBER
|
13F-HR |
4/10/2025, 10:06 AM |
Q4 2024 |
17 |
$103M |
+$11.5M |
-$58.7M |
-$47.2M |
GRNT, IONQ, TOST, SPOT, CCEL
|
13F-HR |
1/14/2025, 01:45 PM |
Q3 2024 |
15 |
$115M |
+$21.8M |
-$32.9M |
-$11.1M |
GRNT, TOST, RDDT, IONQ, INTA
|
13F-HR |
11/13/2024, 11:33 AM |
Q2 2024 |
20 |
$124M |
+$24.2M |
-$42.2M |
-$18M |
GRNT, TOST, OBDC, INTA, NU
|
13F-HR |
7/17/2024, 02:28 PM |
Q1 2024 |
17 |
$147M |
$0 |
$0 |
|
GRNT, OBDC, IONQ, NU, MNDY
|
New Holdings |
6/3/2024, 10:56 AM |
Q1 2024 |
17 |
$147M |
+$5.08M |
-$110M |
-$105M |
GRNT, OBDC, IONQ, NU, MNDY
|
13F-HR |
5/1/2024, 02:56 PM |
Q4 2023 |
26 |
$243M |
$0 |
$0 |
|
COIN, GRNT, OBDC, MNDY, IONQ
|
New Holdings |
6/3/2024, 10:38 AM |
Q4 2023 |
26 |
$243M |
+$96.9M |
-$32.9M |
+$64M |
COIN, GRNT, OBDC, MNDY, IONQ
|
13F-HR |
2/7/2024, 03:04 PM |
Q3 2023 |
31 |
$178M |
$0 |
$0 |
|
GRNT, OBDC, MNDY, IONQ, UBER
|
New Holdings |
6/3/2024, 10:30 AM |
Q3 2023 |
31 |
$178M |
+$38.5M |
-$81.4M |
-$42.9M |
GRNT, OBDC, MNDY, IONQ, UBER
|
13F-HR |
11/7/2023, 03:43 PM |
Q2 2023 |
52 |
$228M |
$0 |
$0 |
|
OBDC, DNB, GRNT, MNDY, IONQ
|
New Holdings |
6/3/2024, 09:55 AM |
Q2 2023 |
53 |
$228M |
+$24.1M |
-$128M |
-$104M |
OBDC, DNB, GRNT, MNDY, IONQ
|
13F-HR |
8/8/2023, 04:07 PM |
Q1 2023 |
60 |
$299M |
$0 |
$0 |
|
MNDY, OBDC, DNB, GRNT, ABNB
|
New Holdings |
5/28/2024, 03:56 PM |
Q1 2023 |
61 |
$299M |
+$35M |
-$34.7M |
+$356K |
MNDY, OBDC, DNB, GRNT, ABNB
|
13F-HR |
5/2/2023, 12:21 PM |
Q4 2022 |
67 |
$277M |
+$41.7M |
-$5.61M |
+$36.1M |
MNDY, DNB, OBDC, GRNT, KRTX
|
13F-HR |
2/9/2023, 02:48 PM |
Q3 2022 |
66 |
$273M |
+$40.1M |
-$7.2M |
+$32.9M |
MNDY, DNB, OBDC, KRTX, QS
|
13F-HR |
11/8/2022, 03:06 PM |
Q2 2022 |
70 |
$258M |
+$17.5M |
-$39M |
-$21.5M |
MNDY, DNB, OBDC, QS, BOXDQ
|
13F-HR |
7/28/2022, 02:10 PM |
Q1 2022 |
78 |
$447M |
+$35.9M |
-$67.5M |
-$31.6M |
MNDY, DNB, OBDC, BOXDQ, QS
|
13F-HR |
5/4/2022, 04:03 PM |
Q4 2021 |
84 |
$662M |
+$515M |
-$51M |
+$464M |
MNDY, DNB, OBDC, U, ABNB
|
13F-HR |
1/28/2022, 10:00 AM |
Q3 2021 |
74 |
$596M |
+$416M |
-$130M |
+$286M |
OBDC, ILMN, PDD, NET, DNLI
|
13F-HR |
10/14/2021, 12:21 PM |
Q2 2021 |
76 |
$320M |
+$117M |
-$128M |
-$10.1M |
OBDC, DELL, VRRM, PDD, RBLX
|
13F-HR |
7/20/2021, 04:35 PM |
Q1 2021 |
66 |
$307M |
+$158M |
-$116M |
+$41.5M |
OBDC, SNOW, VRRM, PDD, TENB
|
Restatement |
5/5/2021, 03:04 PM |
Q4 2020 |
49 |
$268M |
+$113M |
-$83.2M |
+$30.2M |
OBDC, ZM, NET, VRRM, BIGC
|
13F-HR |
1/13/2021, 08:31 AM |
Q3 2020 |
45 |
$207M |
+$51.4M |
-$34.7M |
+$16.7M |
OBDC, UBER, VRRM, MDB, OKTA
|
13F-HR |
10/15/2020, 12:34 PM |
Q2 2020 |
39 |
$187M |
+$59.4M |
-$95.7M |
-$36.4M |
OBDC, UBER, VRRM, MDB, WORK
|
13F-HR |
7/16/2020, 04:27 PM |
Q1 2020 |
36 |
$173M |
+$55.5M |
-$57.8M |
-$2.29M |
ZM, UBER, VRRM, OBDC, PINS
|
13F-HR |
4/27/2020, 02:56 PM |
Q4 2019 |
46 |
$228M |
+$85.4M |
-$78.9M |
+$6.51M |
VRRM, UBER, SQ, CRWD, GH
|
13F-HR |
1/31/2020, 03:16 PM |
Q3 2019 |
52 |
$239M |
+$162M |
-$91.5M |
+$70.8M |
VRRM, SQ, MDB, GH, AVLR
|
13F-HR |
11/13/2019, 03:45 PM |
Q2 2019 |
47 |
$202M |
+$93.2M |
-$36.6M |
+$56.7M |
DOCU, WORK, MDB, SQ, ESTC
|
13F-HR |
7/29/2019, 04:29 PM |
Q1 2019 |
52 |
$189M |
+$90.1M |
-$19.2M |
+$70.8M |
DOCU, SQ, DBX, MSFT, SMAR
|
13F-HR |
4/22/2019, 03:49 PM |
Q4 2018 |
47 |
$115M |
|
|
|
SQ, DOCU, DBX, MSFT, OKTA
|
13F-HR |
1/23/2019, 02:00 PM |
Q3 2018 |
2 |
$7K |
|
|
|
|
13F-HR |
10/16/2018, 09:10 AM |
Q2 2018 |
2 |
$4K |
|
|
|
ABILF
|
13F-HR |
7/31/2018, 09:46 AM |
Q1 2018 |
0 |
|
|
|
|
|
13F-HR |
5/3/2018, 01:28 PM |
Q4 2017 |
55 |
$194M |
+$101M |
-$25.6M |
+$75.2M |
CZRXXXX, SQ, META, OKTA, SNAP
|
13F-HR |
1/17/2018, 03:52 PM |
Q3 2017 |
50 |
$146M |
+$48M |
-$61.1M |
-$13.1M |
SQ, META, SNAP, ACIA, FANG
|
13F-HR |
10/16/2017, 04:56 PM |
Q2 2017 |
51 |
$183M |
+$43.6M |
-$45.7M |
-$2.12M |
SQ, TWLO, META, BOX, VIPS
|
13F-HR |
7/26/2017, 11:18 AM |
Q1 2017 |
59 |
$198M |
+$68.1M |
-$17.9M |
+$50.2M |
SQ, META, TWLO, SFM, CPTAXXXX
|
13F-HR |
4/24/2017, 10:16 AM |
Q4 2016 |
63 |
$152M |
+$61.2M |
-$31.8M |
+$29.4M |
META, TWLO, CUDA, PANW, CPTAXXXX
|
13F-HR |
1/26/2017, 02:26 PM |
Q3 2016 |
61 |
$199M |
+$47M |
-$41.5M |
+$5.45M |
META, PANW, ZAYO, HUBS, RRC
|
13F-HR |
10/19/2016, 02:33 PM |
Q2 2016 |
54 |
$187M |
+$64.2M |
-$24.1M |
+$40.1M |
META, ZAYO, CDW, PANW, PAYC
|
13F-HR |
7/12/2016, 03:43 PM |
Q1 2016 |
54 |
$190M |
+$44.1M |
-$31.8M |
+$12.3M |
META, SFM, ZAYO, PANW, LC
|
13F-HR |
4/13/2016, 03:29 PM |
Q4 2015 |
48 |
$206M |
+$70.4M |
-$16.5M |
+$53.9M |
META, ZAYO, PANW, LC, TWTR
|
13F-HR |
1/22/2016, 02:31 PM |
Q3 2015 |
48 |
$203M |
+$61.1M |
-$40.1M |
+$21M |
META, PANW, NMBL, LC, TWTR
|
13F-HR |
10/19/2015, 03:44 PM |
Q2 2015 |
60 |
$265M |
+$116M |
-$34.3M |
+$81.5M |
META, LC, TWTR, CUDA, BLUE
|
13F-HR |
7/23/2015, 01:37 PM |
Q1 2015 |
52 |
$219M |
+$39.4M |
-$64.4M |
-$25M |
META, TWTR, SSTK, CPTAXXXX, TSLXXXXX
|
13F-HR |
4/8/2015, 04:06 PM |
Q4 2014 |
52 |
$263M |
+$112M |
-$67.6M |
+$44M |
META, TWTR, SSTK, ZU, VIPS
|
13F-HR |
1/26/2015, 08:32 AM |
Q3 2014 |
58 |
$307M |
+$94.6M |
-$107M |
-$12.6M |
TWTR, META, SSTK, ZU, VIPS
|
Restatement |
10/9/2014, 12:50 PM |
Q2 2014 |
58 |
$325M |
+$180M |
-$84M |
+$96.3M |
TWTR, LPI, AGIO, SSTK, WDAY
|
13F-HR |
7/2/2014, 10:39 AM |
Q1 2014 |
70 |
$249M |
+$140M |
-$40.3M |
+$99.8M |
LPI, BCC, WDAY, NUAN, DATA
|
13F-HR |
4/22/2014, 12:07 PM |
Q4 2013 |
53 |
$173M |
|
|
|
LPI, NUAN, WDAY, YELP, NOW
|
13F-HR |
1/6/2014, 02:48 PM |