Q1 2025 |
76 |
$226M |
+$13.2M |
-$17.4M |
-$4.25M |
HLIO, NVDA, LEU, META, JPM
|
13F-HR |
4/11/2025, 12:27 PM |
Q4 2024 |
84 |
$269M |
+$30.5M |
-$12.1M |
+$18.3M |
HLIO, NVDA, LEU, META, JPM
|
13F-HR |
1/15/2025, 03:43 PM |
Q3 2024 |
83 |
$238M |
+$23.6M |
-$30.8M |
-$7.15M |
HLIO, NVDA, LEU, META, INTU
|
13F-HR |
10/7/2024, 03:12 PM |
Q2 2024 |
86 |
$246M |
+$54.8M |
-$5.16M |
+$49.6M |
HLIO, NVDA, META, PSTG, LEU
|
13F-HR |
7/19/2024, 02:26 PM |
Q1 2024 |
78 |
$223M |
+$13M |
-$19.1M |
-$6.07M |
HLIO, NVDA, LEU, META, JPM
|
13F-HR |
4/16/2024, 02:05 PM |
Q4 2023 |
76 |
$205M |
+$9.98M |
-$7.73M |
+$2.25M |
HLIO, NVDA, LEU, INTU, JPM
|
13F-HR |
1/12/2024, 02:41 PM |
Q3 2023 |
72 |
$197M |
+$3.42M |
-$1.88M |
+$1.54M |
HLIO, NVDA, LEU, INTU, JPM
|
13F-HR |
10/13/2023, 01:06 PM |
Q2 2023 |
78 |
$206M |
+$3.78M |
-$4.08M |
-$294K |
HLIO, NVDA, LEU, JPM, INTU
|
13F-HR |
7/14/2023, 12:06 PM |
Q1 2023 |
76 |
$196M |
+$6.64M |
-$5.97M |
+$679K |
HLIO, NVDA, LEU, INTU, JPM
|
13F-HR |
4/14/2023, 02:21 PM |
Q4 2022 |
81 |
$178M |
+$1.65M |
-$3.56M |
-$1.91M |
HLIO, LEU, EPAM, JPM, NVDA
|
13F-HR |
1/11/2023, 02:17 PM |
Q3 2022 |
79 |
$179M |
+$2.15M |
-$7.72M |
-$5.57M |
HLIO, LEU, EPAM, GLOB, INTU
|
13F-HR |
10/18/2022, 02:10 PM |
Q2 2022 |
81 |
$199M |
+$6.36M |
-$3.35M |
+$3.01M |
HLIO, NVDA, LEU, EPAM, GLOB
|
Restatement |
8/26/2022, 01:30 PM |
Q1 2022 |
75 |
$251M |
+$10M |
-$2.7M |
+$7.35M |
HLIO, NVDA, LEU, GLOB, INTU
|
13F-HR |
4/12/2022, 02:03 PM |
Q4 2021 |
81 |
$333M |
+$28.6M |
-$646K |
+$28M |
HLIO, LEU, NVDA, EPAM, GLOB
|
13F-HR |
1/14/2022, 12:04 PM |
Q3 2021 |
79 |
$256M |
+$19.1M |
-$11.5M |
+$7.64M |
HLIO, PYPL, EPAM, LEU, NVDA
|
13F-HR |
10/8/2021, 02:56 PM |
Q2 2021 |
78 |
$265M |
+$20.1M |
-$23.2M |
-$3.1M |
HLIO, PYPL, EPAM, NVDA, META
|
13F-HR |
7/16/2021, 02:45 PM |
Q1 2021 |
79 |
$245M |
+$13.7M |
-$19.8M |
-$6.11M |
HLIO, PYPL, EPAM, ETSY, META
|
13F-HR |
4/14/2021, 02:57 PM |
Q4 2020 |
75 |
$222M |
+$12.6M |
-$14.4M |
-$1.79M |
HLIO, PYPL, EPAM, ETSY, META
|
13F-HR |
1/15/2021, 01:03 PM |
Q3 2020 |
75 |
$184M |
+$9.57M |
-$12M |
-$2.4M |
HLIO, PYPL, EPAM, BABA, META
|
13F-HR |
10/7/2020, 03:44 PM |
Q2 2020 |
75 |
$173M |
|
|
|
HLIO, PYPL, EPAM, META, GLOB
|
13F-HR |
7/21/2020, 02:29 PM |