Q4 2024 |
62 |
$387M |
+$111M |
-$157M |
-$46.5M |
SEZL, DAVE, PACK, CLS, PEGA
|
13F-HR |
2/14/2025, 04:12 PM |
Q3 2024 |
59 |
$352M |
+$143M |
-$192M |
-$49M |
CLS, PACK, RSI, DAVE, CRTO
|
13F-HR |
11/14/2024, 04:08 PM |
Q2 2024 |
71 |
$385M |
+$141M |
-$116M |
+$25.1M |
CLS, CAMT, SMCI, SIMO, ML
|
13F-HR |
8/14/2024, 04:10 PM |
Q1 2024 |
70 |
$373M |
+$127M |
-$142M |
-$15M |
CLS, CAMT, PACK, WIX, GAMB
|
13F-HR |
5/15/2024, 04:12 PM |
Q4 2023 |
73 |
$324M |
+$128M |
-$244M |
-$115M |
CLS, SMCI, GAMB, TBLA, PACK
|
13F-HR |
2/14/2024, 04:22 PM |
Q3 2023 |
107 |
$410M |
+$129M |
-$120M |
+$8.88M |
GAMB, CLS, TBLA, PRO, RELY
|
13F-HR |
11/14/2023, 04:09 PM |
Q2 2023 |
124 |
$414M |
+$197M |
-$151M |
+$45.9M |
GAMB, GENI, RELY, SMCI, TBLA
|
13F-HR |
8/14/2023, 05:12 PM |
Q1 2023 |
89 |
$356M |
+$175M |
-$100M |
+$75.1M |
GAMB, PERI, NEWR, SLQT, BOWL
|
13F-HR |
5/15/2023, 04:13 PM |
Q4 2022 |
75 |
$338M |
+$89.4M |
-$55.6M |
+$33.8M |
CALX, DGII, NSSC, GAMB, MODN
|
13F-HR |
2/14/2023, 04:05 PM |
Q3 2022 |
83 |
$322M |
+$113M |
-$58.3M |
+$54.3M |
CALX, DGII, AYX, SMCI, GDYN
|
13F-HR |
11/14/2022, 03:35 PM |
Q2 2022 |
76 |
$314M |
+$88.2M |
-$32.4M |
+$55.8M |
CLFD, MRCY, OPRX, CALX, GDYN
|
13F-HR |
8/15/2022, 04:56 PM |
Q1 2022 |
74 |
$420M |
+$112M |
-$74.3M |
+$37.4M |
OPRX, TENB, MXL, VRNS, CLFD
|
13F-HR |
5/16/2022, 04:34 PM |
Q4 2021 |
85 |
$580M |
+$150M |
-$108M |
+$42M |
CALX, OPRX, MXL, CLFD, VCRA
|
13F-HR |
2/14/2022, 03:50 PM |
Q3 2021 |
75 |
$576M |
+$126M |
-$150M |
-$24M |
PRTS, OPRX, HSKA, CALX, DOMO
|
13F-HR |
11/15/2021, 04:07 PM |
Q2 2021 |
74 |
$606M |
+$132M |
-$233M |
-$101M |
PRTS, FIVN, OPRX, HSKA, ASPN
|
13F-HR |
8/16/2021, 04:29 PM |
Q1 2021 |
89 |
$624M |
+$171M |
-$121M |
+$49.7M |
PRTS, EVER, OPRX, FIVN, HSKA
|
13F-HR |
5/17/2021, 04:07 PM |
Q4 2020 |
81 |
$544M |
+$157M |
-$81.6M |
+$75.8M |
PRTS, EVER, FIVN, LPSN, OPRX
|
13F-HR |
2/16/2021, 03:24 PM |
Q3 2020 |
76 |
$415M |
+$122M |
-$107M |
+$15.1M |
PRTS, EVER, STMP, OPRX, FIVN
|
13F-HR |
11/16/2020, 03:31 PM |
Q2 2020 |
93 |
$423M |
+$147M |
-$141M |
+$6M |
EVER, STMP, FIVN, BAND, PRTS
|
13F-HR |
8/14/2020, 04:20 PM |
Q1 2020 |
77 |
$295M |
+$158M |
-$54.1M |
+$104M |
EVER, BAND, FIVN, UPLD, STMP
|
13F-HR |
5/15/2020, 04:04 PM |
Q4 2019 |
82 |
$310M |
+$79.5M |
-$107M |
-$28M |
EVER, FIVN, RNG, CNXN, VRNS
|
13F-HR |
2/14/2020, 03:06 PM |
Q3 2019 |
73 |
$351M |
+$155M |
-$64.4M |
+$90.1M |
UPLD, FIVN, RNG, EVER, IGV
|
13F-HR |
11/14/2019, 03:12 PM |
Q2 2019 |
59 |
$318M |
+$126M |
-$57.2M |
+$68.5M |
IGV, TREE, MIXT, FIVN, USAT
|
13F-HR |
8/14/2019, 09:06 AM |
Q1 2019 |
59 |
$325M |
+$135M |
-$56.2M |
+$79.3M |
IWM, MIXT, UPLD, ATTU, RNG
|
13F-HR |
5/15/2019, 09:30 AM |
Q4 2018 |
67 |
$240M |
+$84M |
-$28.9M |
+$55.2M |
ATTU, MIXT, TLND, RNG, UPLD
|
13F-HR |
2/14/2019, 11:45 AM |
Q3 2018 |
66 |
$275M |
+$83.5M |
-$66M |
+$17.5M |
ATTU, UPLD, MIXT, GDOT, RNG
|
13F-HR |
11/14/2018, 12:11 PM |
Q2 2018 |
73 |
$303M |
+$104M |
-$45.3M |
+$58.3M |
USAT, UPLD, VRNS, QNST, MIXT
|
13F-HR |
8/14/2018, 07:59 AM |
Q1 2018 |
74 |
$254M |
+$94.6M |
-$64.1M |
+$30.5M |
USAT, QNST, VRNS, TREE, UPLD
|
13F-HR |
5/15/2018, 09:01 AM |
Q4 2017 |
65 |
$246M |
+$70.8M |
-$46.4M |
+$24.4M |
USAT, TREE, SILC, VRNS, CARB
|
13F-HR |
2/14/2018, 06:58 AM |
Q3 2017 |
56 |
$252M |
+$85.1M |
-$27.1M |
+$58M |
UPLD, VRNS, TREE, DWCH, LOGM
|
13F-HR |
11/14/2017, 07:08 AM |
Q2 2017 |
62 |
$225M |
+$72.2M |
-$55.5M |
+$16.7M |
LOGM, VRNS, DWCH, UPLD, TREE
|
13F-HR |
8/14/2017, 06:29 AM |
Q1 2017 |
67 |
$254M |
+$131M |
-$23.8M |
+$107M |
DWCH, LOGM, CARB, TREE, IPHI
|
13F-HR |
5/15/2017, 09:08 AM |
Q4 2016 |
64 |
$203M |
+$83.9M |
-$32.1M |
+$51.9M |
IJR, OSIS, VRNS, AMBR, DWCH
|
13F-HR |
2/14/2017, 05:59 AM |
Q3 2016 |
83 |
$218M |
+$75.7M |
-$57.3M |
+$18.3M |
RDCM, AMBR, CARB, EEFT, IMPV
|
13F-HR |
11/14/2016, 06:37 AM |
Q2 2016 |
90 |
$217M |
+$106M |
-$53.9M |
+$52.5M |
RDCM, AMBR, STMP, ELLI, EEFT
|
13F-HR |
8/15/2016, 06:44 AM |
Q1 2016 |
75 |
$207M |
+$75.5M |
-$149M |
-$73.1M |
STMP, PFSW, TREE, RDCM, MLNX
|
13F-HR |
5/16/2016, 07:16 AM |
Q4 2015 |
79 |
$323M |
+$107M |
-$14.4M |
+$92.7M |
STMP, TREE, PFSW, EEFT, RDCM
|
13F-HR |
2/16/2016, 06:00 AM |
Q3 2015 |
72 |
$268M |
+$94.7M |
-$36.7M |
+$58M |
TREE, STMP, PFSW, EEFT, MLNX
|
13F-HR |
11/16/2015, 05:58 AM |
Q2 2015 |
67 |
$273M |
+$69.7M |
-$47.8M |
+$21.9M |
TREE, STMP, PFSW, MLNX, EEFT
|
13F-HR |
8/14/2015, 07:02 AM |
Q1 2015 |
74 |
$259M |
+$112M |
-$93.5M |
+$18.7M |
TREE, STMP, MLNX, PFSW, LOGM
|
13F-HR |
5/15/2015, 06:50 AM |
Q4 2014 |
76 |
$316M |
+$117M |
-$75.9M |
+$41.6M |
TREEXXXX, UEIC, VDSI, PFSW, STMP
|
13F-HR |
2/17/2015, 06:04 AM |
Q3 2014 |
82 |
$297M |
+$136M |
-$57.1M |
+$79.3M |
TREEXXXX, UEIC, THRM, IWM, LOGM
|
13F-HR |
11/14/2014, 06:10 AM |
Q2 2014 |
77 |
$279M |
+$146M |
-$70.2M |
+$75.4M |
TREEXXXX, THRM, LFUS, UEIC, IWM
|
13F-HR |
8/14/2014, 07:41 AM |
Q1 2014 |
1 |
$6.24M |
|
|
|
ACTS
|
New Holdings |
10/8/2014, 11:26 AM |
Q1 2014 |
81 |
$270M |
+$110M |
-$67.7M |
+$42.5M |
ININ, TREEXXXX, SILC, POWI, THRM
|
13F-HR |
5/15/2014, 07:49 AM |
Q4 2013 |
1 |
$6.43M |
|
|
|
ACTS
|
New Holdings |
10/8/2014, 11:23 AM |
Q4 2013 |
77 |
$267M |
|
|
|
ININ, TREEXXXX, SILC, TYL, WBMD
|
13F-HR |
2/14/2014, 06:11 AM |