| Q3 2022 |
12 |
$4.96M |
+$1.33M |
-$5.12M |
-$3.79M |
CHKP, SONY, CYBR, WCN, MSFT
|
13F-HR |
11/14/2022, 10:06 AM |
| Q2 2022 |
29 |
$22.6M |
+$5.87M |
-$3.51M |
+$2.37M |
SONY, CHKP, GOOGL, MSFT, MA
|
13F-HR |
8/2/2022, 03:13 PM |
| Q1 2022 |
32 |
$33.5M |
+$6.31M |
-$160M |
-$154M |
SONY, SHOP, TSM, MSFT, GOOGL
|
13F-HR |
5/12/2022, 03:05 PM |
| Q4 2021 |
40 |
$303M |
+$29.7M |
-$20.4M |
+$9.27M |
SHOP, TSM, SE, CPXXXX, TRIXXXX
|
13F-HR |
2/3/2022, 11:04 AM |
| Q3 2021 |
40 |
$300M |
+$44.9M |
-$22M |
+$22.9M |
SE, SHOP, TSM, LOGI, CPXXXX
|
13F-HR |
10/26/2021, 12:26 PM |
| Q2 2021 |
39 |
$280M |
+$27.6M |
-$43.8M |
-$16.2M |
SE, SHOP, TSM, LOGI, CPXXXX
|
13F-HR |
8/2/2021, 01:56 PM |
| Q1 2021 |
44 |
$274M |
+$72.9M |
-$29.7M |
+$43.2M |
TSM, SE, SHOP, JD, LOGI
|
13F-HR |
4/27/2021, 06:01 PM |
| Q4 2020 |
45 |
$235M |
+$61.2M |
-$7.47M |
+$53.8M |
TSM, ICLR, JD, SHOP, SE
|
13F-HR |
1/26/2021, 04:14 PM |
| Q3 2020 |
42 |
$177M |
+$47.4M |
-$1.36M |
+$46.1M |
ICLR, JD, TSM, SHOP, BABA
|
13F-HR |
11/5/2020, 04:23 PM |
| Q2 2020 |
38 |
$114M |
|
|
|
ICLR, JD, SHOP, BABA, TSM
|
13F-HR |
8/13/2020, 05:13 PM |