Q4 2024 |
26 |
$156M |
+$8.49M |
-$28.3M |
-$19.8M |
WGS, PSIX, EPD, AL, CDNA
|
13F-HR |
1/23/2025, 06:11 PM |
Q3 2024 |
27 |
$155M |
+$8.94M |
-$11.2M |
-$2.29M |
PSIX, CDNA, WGS, EPD, AL
|
13F-HR |
11/12/2024, 06:00 AM |
Q2 2024 |
27 |
$131M |
+$12.5M |
-$3.3M |
+$9.2M |
EPD, CDNA, AL, NVGS, AOSL
|
13F-HR |
8/14/2024, 01:00 PM |
Q1 2024 |
27 |
$115M |
+$12.3M |
-$9.94M |
+$2.34M |
AL, EPD, NVGS, BL, FIVN
|
13F-HR |
5/13/2024, 05:15 PM |
Q4 2023 |
26 |
$114M |
+$5.57M |
-$14.2M |
-$8.64M |
AL, NVGS, EPD, FIVN, BL
|
13F-HR |
2/14/2024, 05:14 PM |
Q3 2023 |
29 |
$120M |
+$377K |
-$13.1M |
-$12.7M |
AL, NVGS, EPD, ETWO, PROF
|
13F-HR |
11/14/2023, 04:05 PM |
Q2 2023 |
29 |
$149M |
+$4.7M |
-$1.74M |
+$2.96M |
NVGS, AL, ETWO, NEWR, EPD
|
13F-HR |
8/8/2023, 05:25 PM |
Q1 2023 |
28 |
$149M |
+$10.2M |
-$2.58M |
+$7.59M |
NVGS, AL, NEWR, ETWO, EPD
|
13F-HR |
4/10/2023, 04:15 PM |
Q4 2022 |
28 |
$148M |
+$2.44M |
-$7.84M |
-$5.39M |
APEN, NVGS, AL, EPD, AMRC
|
13F-HR |
2/7/2023, 03:41 PM |
Q3 2022 |
31 |
$154M |
+$11.9M |
-$12.6M |
-$666K |
NVGS, AMRC, PCRX, EPD, EVA
|
13F-HR |
11/14/2022, 03:40 PM |
Q2 2022 |
31 |
$164M |
+$7.74M |
-$5.57M |
+$2.17M |
PCRX, NVGS, AL, EPD, EVA
|
13F-HR |
8/1/2022, 04:29 PM |
Q1 2022 |
31 |
$216M |
+$25.5M |
-$11.7M |
+$13.8M |
PCRX, AMRC, AL, NVGS, EVA
|
13F-HR |
5/9/2022, 05:08 PM |
Q4 2021 |
32 |
$251M |
+$12.1M |
-$6.89M |
+$5.26M |
AOSL, PCRX, AMRC, NEWR, AL
|
13F-HR |
2/8/2022, 03:05 PM |
Q3 2021 |
35 |
$252M |
+$40M |
-$32.4M |
+$7.53M |
CDNA, BL, AMRC, AOSL, PCRX
|
13F-HR |
11/12/2021, 04:39 PM |
Q2 2021 |
32 |
$263M |
+$16.7M |
-$24.9M |
-$8.16M |
CDNA, AMRC, BL, FIVN, AOSL
|
13F-HR |
7/28/2021, 01:53 PM |
Q1 2021 |
30 |
$243M |
+$22.1M |
-$9.24M |
+$12.9M |
CDNA, AMRC, AOSL, PCRX, BL
|
Restatement |
7/28/2021, 01:51 PM |
Q4 2020 |
28 |
$218M |
+$6.51M |
|
+$6.51M |
CDNA, AMRC, BL, FIVN, AOSL
|
13F-HR |
2/12/2021, 03:15 PM |
Q3 2020 |
30 |
$163M |
+$16.1M |
-$837K |
+$15.2M |
AMRC, CDNA, PCRX, BL, FIVN
|
13F-HR |
11/12/2020, 03:10 PM |
Q2 2020 |
26 |
$139M |
+$3.74M |
-$10.7M |
-$6.99M |
AMRC, CDNA, BL, PCRX, NEWR
|
Restatement |
8/14/2020, 04:37 PM |
Q1 2020 |
27 |
$107M |
+$8.83M |
-$15.3M |
-$6.45M |
AMRC, CDNA, BL, PCRX, ONTO
|
13F-HR |
5/11/2020, 04:05 PM |
Q4 2019 |
32 |
$178M |
+$8.56M |
-$24.2M |
-$15.6M |
AL, AMRC, GFN, EVBG, NVGS
|
13F-HR |
2/14/2020, 03:07 PM |
Q3 2019 |
32 |
$161M |
+$5.23M |
-$933K |
+$4.29M |
AL, AMRC, EQIX, GFN, EVBG
|
13F-HR |
11/8/2019, 03:10 PM |
Q2 2019 |
33 |
$175M |
+$12.9M |
-$4.14M |
+$8.78M |
EVBG, CDNA, AL, AMRC, EQIX
|
13F-HR |
8/12/2019, 04:05 PM |
Q1 2019 |
33 |
$175M |
+$28.2M |
-$4.14M |
+$24.1M |
CDNA, AMRC, EVBG, AL, GFN
|
13F-HR |
5/13/2019, 04:10 PM |
Q4 2018 |
31 |
$142M |
+$16.5M |
-$12.4M |
+$4.05M |
CDNA, RHT, GFN, AMRC, AL
|
13F-HR |
1/18/2019, 03:11 PM |
Q3 2018 |
30 |
$167M |
+$8.81M |
-$14.4M |
-$5.6M |
CDNA, GFN, RHT, AMRC, AL
|
13F-HR |
11/13/2018, 04:21 PM |
Q2 2018 |
29 |
$158M |
+$13.7M |
-$8.08M |
+$5.62M |
GFN, CDNA, RHT, NEWR, AL
|
13F-HR |
8/9/2018, 04:28 PM |
Q1 2018 |
31 |
$134M |
+$4.22M |
-$16.7M |
-$12.5M |
GFN, RHT, AL, AMRC, CDNA
|
13F-HR |
5/9/2018, 05:11 PM |
Q4 2017 |
30 |
$136M |
+$11.7M |
-$6.81M |
+$4.89M |
GFN, AL, FIVN, RHT, CDNA
|
13F-HR |
2/13/2018, 01:49 PM |
Q3 2017 |
28 |
$128M |
+$13.9M |
-$8.99M |
+$4.89M |
GFN, FIVN, AL, RTEC, AMRC
|
13F-HR |
11/14/2017, 11:21 AM |
Q2 2017 |
27 |
$116M |
+$12.3M |
-$4.01M |
+$8.34M |
GFN, AL, RHT, AMRC, FIVN
|
13F-HR |
7/20/2017, 02:54 PM |
Q1 2017 |
26 |
$107M |
+$229K |
-$16.1M |
-$15.9M |
AL, GFN, LL, RHT, RTEC
|
13F-HR |
5/11/2017, 04:38 PM |
Q4 2016 |
26 |
$119M |
+$7.01M |
-$11.6M |
-$4.63M |
AL, GFN, RTEC, RHT, AOSL
|
13F-HR |
2/14/2017, 03:33 PM |
Q3 2016 |
28 |
$127M |
+$19.8M |
-$21.5M |
-$1.71M |
RTEC, AL, AOSL, RHT, GFN
|
13F-HR |
11/14/2016, 03:34 PM |
Q2 2016 |
24 |
$105M |
+$15M |
-$5.07M |
+$9.9M |
RTEC, AL, RHT, EQIX, ATHN
|
Restatement |
8/24/2016, 10:24 AM |
Q1 2016 |
23 |
$113M |
+$6.74M |
-$15.9M |
-$9.17M |
AL, EQIX, RTEC, GFN, RHT
|
13F-HR |
5/3/2016, 03:44 PM |
Q4 2015 |
23 |
$135M |
+$3.14M |
-$2.39M |
+$747K |
RHT, ATHN, EQIX, AL, RTEC
|
13F-HR |
2/16/2016, 10:50 AM |
Q3 2015 |
23 |
$123M |
+$8.54M |
-$3.23M |
+$5.32M |
RHT, EQIX, ATHN, AL, RTEC
|
13F-HR |
10/16/2015, 11:16 AM |
Q2 2015 |
23 |
$146M |
|
|
|
RHT, EQIX, AL, GFN, ATHN
|
13F-HR |
7/24/2015, 10:47 AM |
Q1 2015 |
16 |
$116M |
|
|
|
GFN, EQIX, AL, CTCT, PSIX
|
13F-HR |
5/12/2015, 05:27 PM |
Q4 2014 |
22 |
$156M |
+$18.4M |
-$326K |
+$18.1M |
GFN, EQIX, RHT, ATHN, CTCT
|
13F-HR |
2/13/2015, 01:06 PM |
Q3 2014 |
26 |
$162M |
+$12.2M |
-$701 |
+$12.2M |
GFN, EQIXXXXX, ATHN, AL, RHT
|
13F-HR |
10/15/2014, 04:26 PM |
Q2 2014 |
24 |
$160M |
+$6.34M |
-$4.43M |
+$1.9M |
GFN, AL, EQIXXXXX, CTCT, ATHN
|
13F-HR |
7/31/2014, 03:01 PM |
Q1 2014 |
28 |
$177M |
+$20.4M |
-$14.7M |
+$5.7M |
GFN, AL, ATHN, EQIXXXXX, RHT
|
13F-HR |
5/6/2014, 04:24 PM |
Q4 2013 |
27 |
$161M |
|
|
|
NVDQ, ATHN, AL, RHT, EQIXXXXX
|
13F-HR |
2/6/2014, 03:02 PM |