Q4 2024 |
91 |
$198M |
+$12.6M |
-$27.3M |
-$14.7M |
GDYN, PRCT, NVCR, KRNT, CVNA
|
13F-HR |
2/4/2025, 06:16 PM |
Q3 2024 |
88 |
$201M |
+$15.5M |
-$34.1M |
-$18.6M |
PRCT, KRNT, CVNA, PI, CLPT
|
13F-HR |
10/22/2024, 06:11 PM |
Q2 2024 |
87 |
$210M |
+$14.3M |
-$10.9M |
+$3.41M |
MPWR, CYBR, CVNA, PSTG, WIX
|
13F-HR |
7/29/2024, 01:30 PM |
Q1 2024 |
82 |
$200M |
+$10.2M |
-$17.4M |
-$7.17M |
QUIK, CYBR, MPWR, NSSC, GKOS
|
13F-HR |
4/19/2024, 01:05 PM |
Q4 2023 |
87 |
$199M |
+$6.3M |
-$13.8M |
-$7.46M |
QUIK, PI, PRCT, MPWR, PCOR
|
13F-HR |
1/29/2024, 06:40 PM |
Q3 2023 |
87 |
$180M |
+$10.7M |
-$5.48M |
+$5.19M |
QUIK, CYBR, PCOR, BOOT, PRCT
|
13F-HR |
10/25/2023, 03:14 PM |
Q2 2023 |
86 |
$204M |
+$18.8M |
-$11.9M |
+$6.93M |
QUIK, BOOT, PCOR, CYBR, PRCT
|
13F-HR |
7/28/2023, 09:07 PM |
Q1 2023 |
87 |
$183M |
+$8.1M |
-$11.3M |
-$3.2M |
NSSC, CYBR, PCOR, PSTG, INMD
|
13F-HR |
4/25/2023, 04:14 PM |
Q4 2022 |
88 |
$176M |
+$10.7M |
-$14.5M |
-$3.78M |
NSSC, PSTG, BOOT, PI, CYBR
|
13F-HR |
2/3/2023, 05:13 PM |
Q3 2022 |
85 |
$187M |
+$12.9M |
-$8.1M |
+$4.78M |
NSSC, PI, GDYN, PSTG, CYBR
|
13F-HR |
11/4/2022, 05:35 PM |
Q2 2022 |
85 |
$187M |
+$2.38M |
-$7.53M |
-$5.14M |
GDYN, NSSC, PI, PSTG, NVCR
|
13F-HR |
8/3/2022, 06:52 PM |
Q1 2022 |
87 |
$269M |
+$39M |
-$7.25M |
+$31.8M |
PSTG, EBIX, CYBR, NSSC, MPWR
|
13F-HR |
4/25/2022, 01:55 PM |
Q4 2021 |
89 |
$319M |
+$16.3M |
-$5.81M |
+$10.4M |
GDYN, PI, KRNT, TSEM, NVEE
|
13F-HR |
1/20/2022, 06:07 PM |
Q3 2021 |
87 |
$310M |
+$13.8M |
-$20M |
-$6.22M |
GDYN, INMD, KRNT, APYX, NSSC
|
13F-HR |
10/27/2021, 12:33 PM |
Q2 2021 |
90 |
$320M |
+$22.1M |
-$48.3M |
-$26.2M |
KRNT, FVRR, BOOT, INMD, CVNA
|
13F-HR |
7/26/2021, 04:20 PM |
Q1 2021 |
91 |
$324M |
+$17.2M |
-$29.6M |
-$12.5M |
KRNT, FVRR, INMD, VUZI, PI
|
13F-HR |
4/23/2021, 02:03 PM |
Q4 2020 |
90 |
$301M |
+$26.7M |
-$7.85M |
+$18.8M |
KRNT, VUZI, FVRR, NVCR, NNDM
|
13F-HR |
1/21/2021, 04:43 PM |
Q3 2020 |
92 |
$227M |
+$20.9M |
-$6.25M |
+$14.7M |
FVRR, CGEN, KRNT, CVNA, NVCR
|
13F-HR |
10/20/2020, 03:59 PM |
Q2 2020 |
91 |
$201M |
+$27.6M |
-$5.62M |
+$22M |
VAPO, CGEN, KRNT, FVRR, WIX
|
13F-HR |
7/22/2020, 03:30 PM |
Q1 2020 |
86 |
$126M |
|
|
|
CGEN, VAPO, NVDA, CYRX, KRNT
|
New Holdings |
5/6/2020, 02:25 PM |
Q1 2020 |
86 |
$126M |
+$28.8M |
-$2.72M |
+$26.1M |
CGEN, VAPO, NVDA, CYRX, KRNT
|
13F-HR |
4/24/2020, 01:43 PM |
Q4 2019 |
86 |
$145M |
+$10.4M |
-$7.67M |
+$2.69M |
CGEN, KRNT, APYX, NVCR, VAPO
|
13F-HR |
1/23/2020, 07:53 PM |
Q3 2019 |
84 |
$138M |
+$10.3M |
-$8.48M |
+$1.78M |
KRNT, CGEN, TSEM, NVCR, APYX
|
13F-HR |
11/1/2019, 12:28 PM |
Q2 2019 |
86 |
$144M |
+$21.3M |
-$5.56M |
+$15.7M |
KRNT, CYRX, QUIK, AIRG, GKOS
|
Restatement |
8/12/2019, 01:50 PM |
Q1 2019 |
83 |
$129M |
+$9.5M |
-$7.69M |
+$1.8M |
KRNT, GKOS, WIX, AIRG, MLNX
|
13F-HR |
4/25/2019, 03:48 PM |
Q4 2018 |
84 |
$114M |
+$10.9M |
-$3.04M |
+$7.84M |
GKOS, MLNX, KRNT, QUIK, TWLO
|
13F-HR |
2/7/2019, 04:20 PM |
Q3 2018 |
79 |
$132M |
+$6.29M |
-$16.2M |
-$9.92M |
GKOS, TWLO, QUIK, KRNT, AIRG
|
13F-HR |
10/15/2018, 03:58 PM |
Q2 2018 |
84 |
$138M |
+$7.79M |
-$9.19M |
-$1.4M |
QUIK, TWLO, KRNT, WIX, GKOS
|
13F-HR |
8/1/2018, 10:36 AM |
Q1 2018 |
85 |
$129M |
+$23.3M |
-$5.82M |
+$17.5M |
QUIK, TWLO, MLNX, WIX, TSEM
|
13F-HR |
4/23/2018, 12:03 PM |
Q4 2017 |
85 |
$125M |
|
|
|
QUIK, MLNX, ANET, TSEM, ECHO
|
New Holdings |
2/15/2018, 11:50 AM |
Q4 2017 |
85 |
$125M |
|
|
|
QUIK, MLNX, ANET, TSEM, ECHO
|
13F-HR |
1/25/2018, 02:37 PM |
Q2 2016 |
89 |
$95.9M |
+$7.49M |
-$3.59M |
+$3.9M |
MLNX, QUIK, AMZN, MIDD, EW
|
13F-HR |
8/3/2016, 02:28 PM |
Q1 2016 |
87 |
$94.3M |
+$11.3M |
-$1.36M |
+$9.95M |
MLNX, QUIK, FI, AMZN, EQIX
|
13F-HR |
4/25/2016, 11:55 AM |
Q4 2015 |
87 |
$88.7M |
+$3.37M |
-$2.5M |
+$872K |
QUIK, EZCH, MLNX, AMZN, NVDA
|
Restatement |
1/29/2016, 02:39 PM |
Q3 2015 |
80 |
$89.9M |
+$7.99M |
-$3.54M |
+$4.45M |
EZCH, QUIK, MLNX, FI, AFOP
|
13F-HR |
10/20/2015, 02:54 PM |
Q2 2015 |
90 |
$96.3M |
+$2.07M |
-$9.9M |
-$7.83M |
EZCH, QUIK, FAST, PRAA, AFOP
|
13F-HR |
7/24/2015, 12:17 PM |
Q1 2015 |
101 |
$108M |
|
|
|
EZCH, QUIK, FAST, QCOM, PRAA
|
New Holdings |
5/28/2015, 11:26 AM |
Q1 2015 |
101 |
$108M |
+$13M |
-$4.12M |
+$8.92M |
EZCH, QUIK, FAST, QCOM, PRAA
|
13F-HR |
5/4/2015, 10:58 AM |
Q4 2014 |
97 |
$106M |
|
|
|
QUIK, FAST, QCOM, MLNX, JRO
|
13F-HR |
2/3/2015, 05:02 PM |