Q4 2024 |
1 |
$421K |
$0 |
-$24.6M |
-$24.6M |
EQ
|
13F-HR |
2/14/2025, 01:12 PM |
Q3 2024 |
7 |
$25.1M |
+$7.5M |
-$9.67M |
-$2.16M |
DT, ZS, DDOG, ESTC, S
|
13F-HR |
11/14/2024, 07:10 AM |
Q2 2024 |
9 |
$28.3M |
+$2.32M |
-$8.99M |
-$6.67M |
ZS, S, ESTC, SMAR, DT
|
13F-HR |
8/14/2024, 01:00 PM |
Q1 2024 |
12 |
$37.8M |
+$2M |
-$182M |
-$180M |
S, ESTC, PATH, ZS, SMAR
|
13F-HR |
6/3/2024, 03:29 PM |
Q4 2023 |
11 |
$240M |
$0 |
-$10.6M |
-$10.6M |
DT, ESTC, SMAR, ZS, NET
|
13F-HR |
2/14/2024, 05:10 PM |
Q3 2023 |
13 |
$199M |
+$17.5M |
-$20.9M |
-$3.45M |
DT, BILL, ESTC, SMAR, NET
|
13F-HR |
11/14/2023, 05:01 PM |
Q2 2023 |
11 |
$199M |
|
|
|
DT, BILL, SMAR, NET, ESTC
|
13F-HR |
8/14/2023, 01:30 PM |
Q1 2023 |
11 |
$185M |
|
-$13M |
-$13M |
DT, SMAR, NET, BILL, ESTC
|
13F-HR |
5/15/2023, 04:04 PM |
Q4 2022 |
12 |
$185M |
+$15.9M |
-$877K |
+$15M |
DT, BILL, SMAR, ESTC, NET
|
13F-HR |
2/14/2023, 04:03 PM |
Q3 2022 |
12 |
$194M |
|
-$20.2M |
-$20.2M |
DT, BILL, SMAR, ESTC, ZS
|
13F-HR |
11/14/2022, 02:12 PM |
Q2 2022 |
14 |
$244M |
+$5.46M |
-$8.97M |
-$3.51M |
DT, BILL, AVLR, SMAR, ZS
|
13F-HR |
8/15/2022, 03:46 PM |
Q1 2022 |
16 |
$474M |
+$38.3M |
-$10.3M |
+$28M |
BILL, DT, ZS, NET, ZEN
|
13F-HR |
5/16/2022, 04:35 PM |
Q4 2021 |
16 |
$584M |
+$120M |
|
+$120M |
BILL, ZS, DT, SMAR, NET
|
13F-HR |
2/14/2022, 03:42 PM |
Q3 2021 |
16 |
$563M |
+$27.1M |
-$28.9M |
-$1.83M |
BILL, DT, ZS, AVLR, DOCU
|
13F-HR |
11/15/2021, 08:31 AM |
Q2 2021 |
16 |
$577M |
+$88.7M |
-$39.6M |
+$49.1M |
BILL, DT, NET, DOCU, ZS
|
13F-HR |
8/16/2021, 10:57 AM |
Q1 2021 |
15 |
$455M |
+$121M |
$0 |
+$121M |
DT, BILL, CELL, NET, EXAS
|
13F-HR |
5/17/2021, 07:54 AM |
Q4 2020 |
14 |
$379M |
+$31.4M |
-$64.5M |
-$33M |
NET, SMAR, QTWO, DT, TDOC
|
13F-HR |
2/16/2021, 06:16 AM |
Q3 2020 |
14 |
$343M |
+$109M |
-$14.2M |
+$94.5M |
LVGO, NET, BILL, RNG, DOCU
|
13F-HR |
11/16/2020, 07:49 AM |
Q2 2020 |
13 |
$229M |
+$35.4M |
-$57.5M |
-$22.1M |
DOCU, SMAR, ZS, ESTC, LVGO
|
13F-HR |
8/14/2020, 08:42 AM |
Q1 2020 |
11 |
$162M |
+$19.8M |
-$28.3M |
-$8.47M |
DOCU, RNG, ZS, SMAR, EVBG
|
13F-HR |
5/15/2020, 02:30 PM |
Q4 2019 |
13 |
$181M |
|
|
|
DOCU, SMAR, MDB, RNG, EVBG
|
13F-HR |
2/14/2020, 11:35 AM |