| Q4 2024 |
22 |
$1.91B |
+$682M |
-$531M |
+$152M |
INTU, PTC, WDAY, CRM, UBER
|
13F-HR |
2/14/2025, 01:44 PM |
| Q3 2024 |
23 |
$1.63B |
+$385M |
-$326M |
+$59.2M |
CRM, PTC, AMZN, FIS, WDAY
|
13F-HR |
11/13/2024, 04:22 PM |
| Q2 2024 |
22 |
$1.5B |
+$435M |
-$206M |
+$228M |
CRM, PTC, AMZN, FIS, TMUS
|
13F-HR |
8/13/2024, 05:01 PM |
| Q1 2024 |
19 |
$1.3B |
+$244M |
-$238M |
+$5.65M |
PTC, TMUS, CRM, AMZN, SHW
|
13F-HR |
5/15/2024, 01:52 PM |
| Q4 2023 |
21 |
$1.18B |
+$310M |
-$357M |
-$47.1M |
CRM, PTC, TMUS, AMZN, VZ
|
13F-HR |
2/14/2024, 01:57 PM |
| Q3 2023 |
26 |
$1.04B |
+$204M |
-$193M |
+$11.5M |
CRM, PTC, INTU, IT, MA
|
13F-HR |
11/14/2023, 02:20 PM |
| Q2 2023 |
24 |
$1.01B |
+$207M |
-$109M |
+$97.9M |
PTC, CRM, INTU, TMUS, WDAY
|
13F-HR |
8/11/2023, 02:10 PM |
| Q1 2023 |
21 |
$888M |
+$252M |
-$110M |
+$143M |
PTC, CRM, BKNG, TMUS, WDAY
|
13F-HR |
5/15/2023, 11:55 AM |
| Q4 2022 |
22 |
$696M |
+$180M |
-$189M |
-$9.86M |
CRM, TMUS, PTC, WDAY, MSFT
|
13F-HR |
2/13/2023, 01:01 PM |
| Q3 2022 |
19 |
$730M |
+$241M |
-$75.5M |
+$166M |
TMUS, WDAY, MSFT, CRM, AMZN
|
13F-HR |
11/14/2022, 11:04 AM |
| Q2 2022 |
19 |
$694M |
+$198M |
-$144M |
+$53.3M |
TMUS, PTC, MSFT, BKNG, JD
|
13F-HR |
8/12/2022, 11:21 AM |
| Q1 2022 |
19 |
$969M |
+$300M |
-$102M |
+$198M |
TMUS, WDAY, MSFT, AMZN, DIS
|
13F-HR |
5/13/2022, 10:11 AM |
| Q4 2021 |
20 |
$1B |
+$419M |
-$139M |
+$280M |
TMUS, WDAY, META, BKNG, AMZN
|
13F-HR |
2/11/2022, 12:22 PM |
| Q3 2021 |
17 |
$821M |
+$258M |
-$247M |
+$10.6M |
WDAY, MSFT, TMUS, NFLX, MA
|
13F-HR |
11/12/2021, 04:20 PM |
| Q2 2021 |
16 |
$819M |
+$239M |
-$241M |
-$1.9M |
META, MSFT, AMZN, TMUS, WDAY
|
13F-HR |
8/13/2021, 12:10 PM |
| Q1 2021 |
14 |
$748M |
+$304M |
-$166M |
+$138M |
TMUS, MSFT, META, NFLX, HLT
|
13F-HR |
5/14/2021, 12:23 PM |
| Q4 2020 |
16 |
$602M |
|
|
|
MSFT, TMUS, ATVI, GOOGL, HLT
|
13F-HR |
2/12/2021, 03:10 PM |