| Q4 2022 |
8 |
$22.3M |
+$9.47M |
-$134K |
+$9.34M |
WCLD, FIVN, NOW, HUBS, MNDY
|
13F-HR |
2/9/2023, 03:24 PM |
| Q3 2022 |
15 |
$16.3M |
+$856K |
|
+$856K |
TEAMXXXX, FIVN, NOW, HUBS, MNDY
|
13F-HR |
11/14/2022, 11:50 AM |
| Q2 2022 |
16 |
$17.2M |
+$1.72M |
-$97.5M |
-$95.8M |
NOW, FIVN, TEAMXXXX, HUBS, MNDY
|
13F-HR |
8/10/2022, 12:55 PM |
| Q1 2022 |
82 |
$385M |
+$321M |
-$82.5M |
+$239M |
PLTK, SMAR, AMZN, META, SHOP
|
13F-HR |
5/11/2022, 05:42 PM |
| Q4 2021 |
17 |
$497M |
+$182M |
-$52.8M |
+$130M |
BKNG, SNAP, TWLO, NOW, ATVI
|
13F-HR |
2/11/2022, 10:32 AM |
| Q3 2021 |
18 |
$656M |
+$291M |
-$181M |
+$110M |
BKNG, TWLO, AMZN, META, SNAP
|
13F-HR |
11/12/2021, 10:35 AM |
| Q2 2021 |
19 |
$564M |
+$219M |
-$98.2M |
+$121M |
META, TWLO, BKNG, SNAP, SAIL
|
13F-HR |
8/11/2021, 11:33 AM |
| Q1 2021 |
15 |
$427M |
+$246M |
-$138M |
+$108M |
BKNG, GPN, SAIL, SNAP, MELI
|
13F-HR |
5/14/2021, 02:21 PM |
| Q4 2020 |
14 |
$330M |
+$174M |
|
+$174M |
TWLO, SMAR, PYPL, BKNG, SAIL
|
13F-HR |
2/9/2021, 08:55 AM |
| Q3 2020 |
24 |
$402M |
+$260M |
-$945K |
+$259M |
TWLO, FIVN, NFLX, PYPL, META
|
13F-HR |
11/12/2020, 10:54 AM |
| Q2 2020 |
15 |
$204M |
+$113M |
-$14.2M |
+$99.2M |
SMAR, GPN, TWLO, FIVN, MA
|
13F-HR |
8/13/2020, 10:45 AM |
| Q1 2020 |
33 |
$213M |
+$157M |
-$60.4M |
+$96.3M |
QQQ, META, GOOG, TWLO, FIVN
|
13F-HR |
5/6/2020, 06:00 PM |
| Q4 2019 |
30 |
$191M |
+$141M |
-$20M |
+$121M |
NOW, DRTTF, BABA, AMZN, MSFT
|
13F-HR |
2/7/2020, 10:21 AM |
| Q3 2019 |
23 |
$121M |
+$95M |
-$9.41M |
+$85.6M |
PANW, INST, DMRC, QQQ, MDLA
|
13F-HR |
11/12/2019, 09:55 AM |
| Q2 2019 |
18 |
$110M |
+$57.6M |
-$3.17M |
+$54.4M |
QQQ, YELP, INST, PFPT, DMRC
|
13F-HR |
8/9/2019, 01:50 PM |
| Q1 2019 |
28 |
$116M |
+$88.4M |
-$4.65M |
+$83.7M |
EHIC, YELP, PFPT, DMRC, INST
|
13F-HR |
5/13/2019, 03:59 PM |
| Q4 2018 |
18 |
$58.6M |
|
|
|
EHIC, YELP, MIME, LOGM, NOW
|
13F-HR |
2/12/2019, 10:47 AM |