Q4 2024 |
49 |
$612M |
+$431M |
-$488M |
-$57.2M |
CRM, AMZN, CHWY, BEKE, SBUX
|
13F-HR |
2/14/2025, 03:23 PM |
Q3 2024 |
75 |
$648M |
+$349M |
-$398M |
-$49.7M |
AAPL, MCD, SPOT, CEG, W
|
13F-HR |
11/14/2024, 02:34 PM |
Q2 2024 |
53 |
$669M |
+$355M |
-$580M |
-$225M |
AAPL, STX, WDC, SPOT, AMZN
|
13F-HR |
8/14/2024, 01:15 PM |
Q1 2024 |
84 |
$878M |
+$662M |
-$182M |
+$480M |
PINS, AMZN, HUBS, TGT, AAPL
|
13F-HR |
5/15/2024, 05:08 PM |
Q4 2023 |
58 |
$385M |
+$245M |
-$185M |
+$60.7M |
AKAM, AMZN, FLEX, PINS, CFLT
|
13F-HR |
2/14/2024, 01:12 PM |
Q3 2023 |
68 |
$306M |
+$201M |
-$646M |
-$445M |
AKAM, SMTC, DPZ, WMG, MU
|
13F-HR |
11/14/2023, 09:09 AM |
Q2 2023 |
81 |
$747M |
+$496M |
-$280M |
+$216M |
SPY, AMZN, AMZN, SPOT, TSM
|
13F-HR |
8/14/2023, 03:15 PM |
Q1 2023 |
54 |
$467M |
+$309M |
-$92.8M |
+$216M |
FLEX, AYX, MSFT, SPOT, NVDA
|
13F-HR |
5/12/2023, 03:52 PM |
Q4 2022 |
47 |
$300M |
+$204M |
-$56.4M |
+$148M |
FLEX, FIVN, MDB, NFLX, GTLB
|
13F-HR |
2/14/2023, 08:18 AM |
Q3 2022 |
24 |
$224M |
+$117M |
-$23.4M |
+$93.6M |
FLEX, ESTC, CSGP, TWLO, CDAY
|
13F-HR |
11/14/2022, 09:52 AM |
Q2 2022 |
32 |
$246M |
+$111M |
-$39M |
+$71.8M |
FLEX, IWM, CDAY, SMTC, CLS
|
13F-HR |
8/15/2022, 10:53 AM |
Q1 2022 |
27 |
$352M |
+$135M |
-$62.1M |
+$73.2M |
FLEX, CDAY, FOUR, SMTC, CLS
|
13F-HR |
5/16/2022, 10:01 AM |
Q4 2021 |
34 |
$406M |
+$203M |
-$43.8M |
+$159M |
FLEX, OUT, FOUR, HMHC, TLT
|
13F-HR |
2/14/2022, 10:01 AM |
Q3 2021 |
30 |
$306M |
+$153M |
-$119M |
+$34.1M |
FLEX, MSFT, OUT, HMHC, DAY
|
13F-HR |
11/15/2021, 10:24 AM |
Q2 2021 |
32 |
$274M |
+$95.8M |
-$199M |
-$104M |
TWTR, DAY, FOUR, AVID, OUT
|
13F-HR |
8/11/2021, 10:23 AM |
Q1 2021 |
30 |
$353M |
+$156M |
-$150M |
+$5.62M |
TWTR, TRIP, FOUR, FLEX, PRCH
|
13F-HR |
5/12/2021, 12:21 PM |
Q4 2020 |
42 |
$532M |
+$332M |
-$57.1M |
+$275M |
JNK, TLT, FLEX, SPY, IT
|
13F-HR |
2/16/2021, 09:40 AM |
Q3 2020 |
32 |
$218M |
+$93.8M |
-$72.8M |
+$21M |
TLT, FLEX, IT, AMZN, WDAY
|
13F-HR |
11/16/2020, 11:33 AM |
Q2 2020 |
27 |
$237M |
+$217M |
-$13.2M |
+$204M |
FLEX, TLT, IT, PINS, GOOGL
|
13F-HR |
8/14/2020, 10:42 AM |
Q1 2020 |
27 |
$69.9M |
+$47.5M |
-$6.37M |
+$41.2M |
INFO, V, PINS, UBER, WDAY
|
13F-HR |
5/15/2020, 11:56 AM |
Q4 2019 |
36 |
$170M |
+$136M |
|
+$136M |
EPAY, DXC, GOOGL, FLEX, KLIC
|
13F-HR |
2/14/2020, 09:56 AM |
Q3 2019 |
21 |
$92.8M |
+$60.2M |
-$30.5M |
+$29.7M |
NCR, KRE, EPAY, LVGO, WWD
|
13F-HR |
11/14/2019, 08:59 AM |
Q2 2019 |
38 |
$174M |
+$100M |
-$8.99M |
+$91.4M |
NCR, SMAR, BA, FTDR, WWD
|
13F-HR |
8/14/2019, 11:27 AM |
Q1 2019 |
38 |
$134M |
+$94.1M |
-$13M |
+$81M |
NCR, BABA, SPY, TLND, TLT
|
13F-HR |
5/14/2019, 09:43 AM |
Q4 2018 |
28 |
$77.9M |
|
|
|
NCR, LOGM, PS, SMAR, BA
|
13F-HR |
2/14/2019, 08:44 AM |