Q4 2024 |
28 |
$263M |
+$28.1M |
-$15.9M |
+$12.2M |
NET, GOOG, DAVE, AMZN, MNDY
|
13F-HR |
2/13/2025, 12:44 PM |
Q3 2024 |
37 |
$208M |
+$19.5M |
-$20.6M |
-$1.04M |
NET, MNDY, GOOG, AMZN, BLZE
|
13F-HR |
11/13/2024, 09:56 AM |
Q2 2024 |
38 |
$215M |
+$30.7M |
-$24.4M |
+$6.35M |
NET, GOOG, MNDY, AMZN, PRO
|
13F-HR |
8/14/2024, 09:23 AM |
Q1 2024 |
31 |
$228M |
+$19.4M |
-$33.6M |
-$14.2M |
NET, GOOG, MNDY, AMZN, BLZE
|
13F-HR |
5/14/2024, 01:24 PM |
Q4 2023 |
30 |
$199M |
+$12.8M |
-$22.4M |
-$9.58M |
NET, GOOG, PRO, AMZN, MNDY
|
13F-HR |
2/14/2024, 09:11 AM |
Q3 2023 |
42 |
$181M |
+$29.6M |
-$24.7M |
+$4.94M |
NET, GOOG, MNDY, AMZN, CFLT
|
13F-HR |
11/14/2023, 09:53 AM |
Q2 2023 |
45 |
$179M |
+$34.5M |
-$26.4M |
+$8.12M |
NET, GOOG, MNDY, AMZN, CFLT
|
13F-HR |
8/14/2023, 10:39 AM |
Q1 2023 |
38 |
$155M |
+$35.3M |
-$6.44M |
+$28.9M |
NET, GOOG, MNDY, AMZN, PRO
|
13F-HR |
5/15/2023, 08:47 AM |
Q4 2022 |
32 |
$115M |
+$17.8M |
-$17.8M |
-$92.2K |
GOOG, NET, AMZN, PRO, GTLB
|
13F-HR |
2/14/2023, 08:23 AM |
Q3 2022 |
24 |
$162M |
+$47M |
-$11.7M |
+$35.3M |
GOOG, NET, AMZN, MNDY, DOMO
|
13F-HR |
11/14/2022, 09:00 AM |
Q2 2022 |
22 |
$171M |
+$59.1M |
-$12.1M |
+$47M |
GOOG, AMZN, DOMO, NET, GTLB
|
13F-HR |
8/15/2022, 11:19 AM |
Q1 2022 |
24 |
$296M |
+$42.1M |
-$102M |
-$60.2M |
NET, DOMO, AMZN, GOOG, DDOG
|
13F-HR |
5/16/2022, 09:46 AM |
Q4 2021 |
24 |
$471M |
+$39.6M |
-$11.5M |
+$28.1M |
NET, AMZN, DOMO, GOOG, TWLO
|
13F-HR |
2/14/2022, 11:26 AM |
Q3 2021 |
29 |
$572M |
+$87.1M |
-$36.6M |
+$50.5M |
DOMO, NET, ASAN, TWLO, AMZN
|
13F-HR |
11/12/2021, 09:42 AM |
Q2 2021 |
26 |
$538M |
+$67.2M |
-$80.3M |
-$13.1M |
DOMO, NET, TWLO, AMZN, META
|
13F-HR |
8/13/2021, 09:48 AM |
Q1 2021 |
30 |
$474M |
+$66M |
-$56.9M |
+$9.07M |
TWLO, DOMO, NET, AMZN, META
|
13F-HR |
5/12/2021, 01:58 PM |
Q4 2020 |
26 |
$484M |
+$56.7M |
-$46.7M |
+$10.1M |
DOMO, TWLO, NET, AMZN, SPLK
|
13F-HR |
2/11/2021, 03:12 PM |
Q3 2020 |
31 |
$540M |
+$27M |
-$4.83M |
+$22.2M |
PYPL, TWLO, AMZN, LVGO, MDB
|
13F-HR |
11/12/2020, 07:38 AM |
Q2 2020 |
34 |
$475M |
+$50M |
-$48M |
+$1.95M |
PYPL, MDB, TWLO, AMZN, SPLK
|
13F-HR |
8/13/2020, 09:26 AM |
Q1 2020 |
29 |
$291M |
+$77.6M |
-$27.7M |
+$49.9M |
AMZN, MDB, GOOG, PYPL, PRO
|
13F-HR |
5/13/2020, 10:05 AM |
Q4 2019 |
23 |
$326M |
+$18.3M |
-$39.3M |
-$21M |
ET, PRO, GOOG, MDB, AMZN
|
13F-HR |
2/12/2020, 09:46 AM |
Q3 2019 |
24 |
$372M |
+$93M |
-$5.66M |
+$87.3M |
ET, PRO, AMZN, GOOG, TWLO
|
13F-HR |
11/13/2019, 04:59 PM |
Q2 2019 |
23 |
$324M |
+$68.8M |
-$3.06M |
+$65.7M |
ET, PRO, AMZN, MDB, PYPL
|
13F-HR |
8/13/2019, 10:31 AM |
Q1 2019 |
18 |
$247M |
+$27.9M |
-$4.8M |
+$23M |
MDB, AMZN, PRO, ET, GOOG
|
13F-HR |
5/13/2019, 11:04 AM |
Q4 2018 |
17 |
$173M |
+$22.4M |
-$30M |
-$7.56M |
GOOG, ET, AMZN, PRO, PYPL
|
13F-HR |
2/14/2019, 10:43 AM |
Q3 2018 |
24 |
$284M |
+$27.9M |
-$8.03M |
+$19.9M |
APTI, ET, GOOG, PRO, PYPL
|
13F-HR |
11/13/2018, 03:43 PM |
Q2 2018 |
27 |
$262M |
+$62.8M |
-$11M |
+$51.7M |
APTI, ET, GOOG, PRO, PYPL
|
13F-HR |
8/14/2018, 08:45 AM |
Q1 2018 |
30 |
$206M |
+$29M |
-$18.8M |
+$10.2M |
ET, APTI, PRO, ENV, PYPL
|
13F-HR |
5/10/2018, 04:16 PM |
Q4 2017 |
29 |
$224M |
+$44.6M |
-$10.4M |
+$34.2M |
ET, APTI, PYPL, ENV, GOOG
|
13F-HR |
2/12/2018, 07:46 AM |
Q3 2017 |
28 |
$219M |
+$34.8M |
-$475K |
+$34.3M |
ET, ENV, GOOG, APTI, PYPL
|
13F-HR |
11/14/2017, 11:45 AM |
Q2 2017 |
22 |
$187M |
+$37.7M |
-$7.9M |
+$29.8M |
ET, GOOG, APTI, ENV, PYPL
|
13F-HR |
8/11/2017, 04:44 PM |
Q1 2017 |
21 |
$196M |
+$37.3M |
-$15.1M |
+$22.2M |
ET, PTXP, GTN, ETPXXXX, SXL
|
13F-HR |
5/2/2017, 09:54 AM |
Q4 2016 |
19 |
$186M |
+$36.4M |
-$29.5M |
+$6.97M |
ET, PTXP, GTN, SXL, ENV
|
13F-HR |
2/3/2017, 02:07 PM |
Q3 2016 |
21 |
$213M |
+$47M |
-$12.6M |
+$34.3M |
ET, ETPXXXX, WMB, PTXP, GTN
|
13F-HR |
11/14/2016, 07:12 AM |
Q2 2016 |
18 |
$170M |
+$34.2M |
-$5.65M |
+$28.5M |
ET, ETPXXXX, PTXP, WMB, WMB
|
13F-HR |
8/8/2016, 06:37 PM |
Q1 2016 |
21 |
$151M |
+$30.4M |
-$43.3M |
-$12.9M |
ETPXXXX, GTN, WMB, ETPXXXX, WMB
|
13F-HR |
5/9/2016, 09:38 AM |
Q4 2015 |
21 |
$235M |
+$47.8M |
-$29.5M |
+$18.4M |
ET, GTN, NI, ETPXXXX, WMB
|
13F-HR |
2/1/2016, 02:43 PM |
Q3 2015 |
23 |
$266M |
+$123M |
-$10.5M |
+$113M |
WMB, ET, ETPXXXX, NI, GTN
|
13F-HR |
11/16/2015, 08:41 AM |
Q2 2015 |
34 |
$344M |
+$74M |
-$7.64M |
+$66.3M |
NI, WMB, ET, GTN, WMB
|
13F-HR |
8/4/2015, 06:15 PM |
Q1 2015 |
36 |
$286M |
+$122M |
-$4.38M |
+$118M |
ET, NI, WMB, GTN, WMB
|
13F-HR |
5/5/2015, 03:39 PM |
Q4 2014 |
33 |
$208M |
+$51.2M |
-$7.79M |
+$43.4M |
WMB, ET, GTN, CBS, WMB
|
13F-HR |
2/9/2015, 05:18 PM |
Q3 2014 |
32 |
$134M |
+$59.5M |
-$9.4M |
+$50.1M |
4945SC, CBS, GTN, RIGP, HMLP
|
13F-HR |
11/5/2014, 03:06 PM |
Q2 2014 |
32 |
$177M |
+$43.5M |
-$11.7M |
+$31.8M |
ET, WMB, GTN, ET, NXST
|
13F-HR |
8/13/2014, 12:23 PM |
Q1 2014 |
28 |
$134M |
|
|
|
ET, WMB, ATLSXXXX, GTN, ET
|
13F-HR |
5/13/2014, 04:41 PM |