Q4 2024 |
36 |
$571M |
+$318M |
-$472M |
-$154M |
CORZ, CEG, AAOI, APP, COHR
|
13F-HR |
2/14/2025, 04:51 PM |
Q3 2024 |
35 |
$584M |
+$366M |
-$436M |
-$70.4M |
CORZ, ROKU, CEG, ESTC, NVDA
|
13F-HR |
11/14/2024, 05:00 PM |
Q2 2024 |
43 |
$639M |
+$483M |
-$498M |
-$14.8M |
CEG, MU, WDC, FSLR, CAR
|
13F-HR |
8/14/2024, 04:58 PM |
Q1 2024 |
34 |
$754M |
+$449M |
-$305M |
+$144M |
BYON, AMD, WDC, CRM, PINS
|
13F-HR |
5/15/2024, 04:55 PM |
Q4 2023 |
31 |
$530M |
+$256M |
-$273M |
-$16.8M |
BYON, ADBE, DKNG, MSFT, MU
|
13F-HR |
2/14/2024, 05:04 PM |
Q3 2023 |
45 |
$448M |
+$275M |
-$254M |
+$21M |
NFLX, NVDA, MSFT, OSTK, DKNG
|
13F-HR |
11/14/2023, 04:58 PM |
Q2 2023 |
50 |
$433M |
+$282M |
-$216M |
+$65.9M |
MU, NVDA, MTCH, GOOGL, META
|
13F-HR |
8/14/2023, 06:05 PM |
Q1 2023 |
30 |
$335M |
+$193M |
-$134M |
+$58.8M |
SEAS, NVDA, META, PINS, PCOR
|
13F-HR |
5/15/2023, 05:09 PM |
Q4 2022 |
23 |
$278M |
+$152M |
-$71.7M |
+$79.9M |
SEAS, AMZN, GOOGL, MTCH, TTD
|
13F-HR |
2/14/2023, 03:58 PM |
Q3 2022 |
34 |
$280M |
+$162M |
-$91.7M |
+$70.1M |
PLAY, SEAS, DKNG, PINS, MTCH
|
13F-HR |
11/14/2022, 04:19 PM |
Q2 2022 |
33 |
$352M |
+$268M |
-$27.2M |
+$241M |
SEAS, PLAY, MU, AMD, INTU
|
13F-HR |
8/15/2022, 05:54 PM |
Q1 2022 |
37 |
$331M |
+$216M |
-$19.6M |
+$196M |
IHRT, HTZ, DECK, IGT, AMD
|
13F-HR |
5/16/2022, 05:04 PM |
Q4 2021 |
31 |
$332M |
|
|
|
HTZ, HTZ, IHRT, INTU, IGT
|
13F-HR |
2/14/2022, 04:01 PM |