Q4 2024 |
28 |
$107M |
$0 |
$0 |
|
NVDA, RLI, AAPL, GOOGL, DE
|
13F-HR |
2/14/2025, 04:10 PM |
Q3 2023 |
39 |
$69.4M |
+$5.18M |
-$32.4M |
-$27.2M |
AAPL, HUBS, REGN, RLI, COST
|
13F-HR |
11/14/2023, 04:05 PM |
Q2 2023 |
38 |
$99.1M |
+$4.38M |
-$10.9M |
-$6.53M |
HUBS, NVDA, REGN, DE, AAPL
|
13F-HR |
8/14/2023, 05:05 PM |
Q1 2023 |
36 |
$94.4M |
+$6.04M |
-$5.91M |
+$132K |
HUBS, REGN, CDNS, DE, NVDA
|
13F-HR |
5/15/2023, 04:05 PM |
Q4 2022 |
37 |
$85.8M |
+$7.46M |
-$20.9M |
-$13.4M |
REGN, RLI, DE, HUBS, NVO
|
13F-HR |
2/14/2023, 03:05 PM |
Q3 2022 |
41 |
$98.6M |
+$11.5M |
-$15.7M |
-$4.2M |
REGN, HUBS, CDNS, RLI, COST
|
13F-HR |
11/14/2022, 03:06 PM |
Q2 2022 |
35 |
$108M |
+$8.42M |
-$36.8M |
-$28.3M |
HUBS, REGN, RLI, CDNS, COST
|
13F-HR |
8/15/2022, 04:12 PM |
Q1 2022 |
33 |
$185M |
+$21.8M |
-$3.85M |
+$17.9M |
HUBS, NVDA, COST, REGN, CDNS
|
13F-HR |
5/16/2022, 04:05 PM |
Q4 2021 |
38 |
$202M |
+$32.6M |
-$18.8M |
+$13.8M |
HUBS, NVDA, COST, CDNS, INTU
|
Restatement |
11/23/2022, 03:26 PM |
Q3 2021 |
45 |
$206M |
+$40M |
-$16.1M |
+$23.9M |
HUBS, NVDA, CDNS, DOCU, INTU
|
Restatement |
11/23/2022, 04:23 PM |
Q2 2021 |
41 |
$193M |
+$12.6M |
-$13.4M |
-$804K |
HUBS, NVDA, DOCU, COUP, PD
|
Restatement |
11/23/2022, 04:21 PM |
Q1 2021 |
43 |
$170M |
+$24.1M |
-$26.8M |
-$2.68M |
HUBS, PD, DE, CDNS, SHAK
|
Restatement |
11/23/2022, 04:18 PM |
Q4 2020 |
50 |
$169M |
+$23.8M |
-$30.6M |
-$6.87M |
HUBS, PD, ADBE, TRUP, TSLA
|
Restatement |
11/23/2022, 03:16 PM |
Q3 2020 |
62 |
$149M |
+$40.8M |
-$17.6M |
+$23.2M |
TSLA, HUBS, ADBE, TRUP, REGN
|
Restatement |
11/23/2022, 03:09 PM |
Q2 2020 |
58 |
$129M |
+$16M |
-$13.8M |
+$2.23M |
TSLA, HUBS, ADBE, REGN, TRUP
|
Restatement |
11/23/2022, 03:07 PM |
Q1 2020 |
53 |
$93.6M |
+$27.2M |
-$19.7M |
+$7.52M |
AL, HUBS, ADBE, REGN, INTU
|
Restatement |
11/23/2022, 03:06 PM |
Q4 2019 |
57 |
$108M |
|
|
|
TSLA, AL, TRUP, ADBE, HUBS
|
Restatement |
11/23/2022, 03:04 PM |