Q4 2024 |
49 |
$286M |
+$188M |
-$202M |
-$13.9M |
AMZN, LRCX, MSFT, MA, ADI
|
13F-HR |
2/14/2025, 08:46 AM |
Q3 2024 |
50 |
$284M |
+$142M |
-$146M |
-$3.79M |
META, NOW, PYPL, AMAT, SPOT
|
13F-HR |
11/14/2024, 08:40 AM |
Q2 2024 |
47 |
$280M |
+$160M |
-$111M |
+$49.1M |
META, LRCX, AVGO, NXPI, V
|
13F-HR |
8/5/2024, 01:29 PM |
Q1 2024 |
50 |
$236M |
+$126M |
-$156M |
-$30.2M |
NVDA, META, MA, LRCX, ADI
|
13F-HR |
5/13/2024, 10:32 AM |
Q4 2023 |
50 |
$250M |
+$164M |
-$115M |
+$49.1M |
ADI, AMZN, INTC, NVDA, ASML
|
13F-HR |
2/13/2024, 01:56 PM |
Q3 2023 |
60 |
$180M |
+$83.9M |
-$107M |
-$23.2M |
META, NVDA, MSFT, INTC, AMAT
|
13F-HR |
11/13/2023, 03:03 PM |
Q2 2023 |
68 |
$203M |
+$119M |
-$93.7M |
+$25.3M |
V, META, NVDA, AMZN, MSFT
|
13F-HR |
8/14/2023, 03:36 PM |
Q1 2023 |
44 |
$155M |
+$97.4M |
-$12.4M |
+$85M |
META, NVDA, NXPI, V, AMAT
|
13F-HR |
5/11/2023, 05:46 PM |
Q4 2022 |
39 |
$88.6M |
+$55.6M |
-$38.1M |
+$17.5M |
NVDA, META, MA, KLAC, AMAT
|
13F-HR |
2/6/2023, 11:34 AM |
Q3 2022 |
33 |
$112M |
+$52.4M |
-$81.7M |
-$29.4M |
ON, MA, PAYC, PANW, ADI
|
13F-HR |
11/14/2022, 10:45 AM |
Q2 2022 |
45 |
$364M |
+$191M |
-$52.4M |
+$138M |
CRWD, ORCL, PANW, NOW, PAYC
|
13F-HR |
8/12/2022, 04:13 PM |
Q1 2022 |
50 |
$404M |
+$235M |
-$36.4M |
+$199M |
ORCL, MDB, PAYC, PANW, DDOG
|
13F-HR |
5/13/2022, 11:43 AM |
Q4 2021 |
50 |
$432M |
+$268M |
-$19.9M |
+$248M |
NOW, PANW, MSFT, MA, DDOG
|
13F-HR |
2/7/2022, 01:39 PM |
Q3 2021 |
45 |
$292M |
+$120M |
-$149M |
-$28.7M |
VRNS, TWLO, INTU, CRM, GOOGL
|
13F-HR |
11/12/2021, 10:24 AM |
Q2 2021 |
45 |
$314M |
+$163M |
-$166M |
-$2.96M |
VRNS, ADI, CRM, PAYC, INTU
|
13F-HR |
8/16/2021, 12:00 PM |
Q1 2021 |
39 |
$299M |
+$205M |
-$137M |
+$67.7M |
MSFT, BIDU, VRNS, META, TWLO
|
13F-HR |
5/12/2021, 01:21 PM |
Q4 2020 |
36 |
$234M |
+$119M |
-$26.3M |
+$93.2M |
NOW, VRNS, TWLO, CRWD, QRVO
|
13F-HR |
2/8/2021, 04:15 PM |
Q3 2020 |
39 |
$217M |
+$140M |
-$27.3M |
+$112M |
VRNS, MSFT, ADI, TWLO, MDB
|
13F-HR |
11/4/2020, 10:18 AM |
Q2 2020 |
36 |
$194M |
+$126M |
-$15.1M |
+$111M |
ORCL, VRNS, MDB, MSFT, CRWD
|
13F-HR |
8/11/2020, 01:02 PM |
Q1 2020 |
37 |
$165M |
+$101M |
-$20.8M |
+$80.2M |
AMZN, MSFT, HPQ, ADI, NFLX
|
13F-HR |
5/8/2020, 11:19 AM |
Q4 2019 |
45 |
$202M |
+$126M |
-$26.9M |
+$98.8M |
FIS, INTU, WDAY, ADI, ON
|
13F-HR |
2/4/2020, 11:40 AM |
Q3 2019 |
49 |
$207M |
+$119M |
-$15.9M |
+$103M |
FI, AVGO, META, ADI, MSFT
|
13F-HR |
11/12/2019, 08:03 AM |
Q2 2019 |
53 |
$206M |
+$104M |
-$22.3M |
+$81.9M |
AMZN, MSFT, V, ADBE, WEX
|
13F-HR |
8/2/2019, 02:56 PM |
Q1 2019 |
46 |
$192M |
+$104M |
-$27.3M |
+$77.2M |
ADBE, V, VMW, KLAC, VRNS
|
13F-HR |
5/13/2019, 12:50 PM |
Q4 2018 |
44 |
$184M |
|
|
|
V, AVGO, ULTI, ADBE, NXPI
|
Restatement |
2/5/2019, 11:46 AM |