| Q2 2025 |
27 |
$629M |
+$291M |
-$299M |
-$7.81M |
REZI, POWL, AIR, GENI, VVX
|
13F-HR |
8/14/2025, 09:56 AM |
| Q1 2025 |
31 |
$573M |
+$156M |
-$236M |
-$80.4M |
AIR, WLY, GENI, IRTC, CDNA
|
13F-HR |
5/15/2025, 11:17 AM |
| Q4 2024 |
30 |
$672M |
+$241M |
-$221M |
+$19.8M |
GENI, WLY, IRTC, AIR, WLFC
|
13F-HR |
2/14/2025, 12:17 PM |
| Q3 2024 |
31 |
$650M |
+$223M |
-$217M |
+$5.33M |
WLY, OSIS, GENI, VVX, OLLI
|
13F-HR |
11/14/2024, 11:35 AM |
| Q2 2024 |
33 |
$564M |
+$182M |
-$220M |
-$38.4M |
SGH, OSIS, LRN, HQY, CACI
|
13F-HR |
8/14/2024, 02:13 PM |
| Q1 2024 |
32 |
$571M |
+$267M |
-$245M |
+$22.3M |
GDDY, SN, LRN, KRUS, REVG
|
13F-HR |
5/15/2024, 01:31 PM |
| Q4 2023 |
30 |
$504M |
+$213M |
-$180M |
+$33.1M |
EEFT, LRN, MOD, RAMP, FOUR
|
13F-HR |
2/14/2024, 02:04 PM |
| Q3 2023 |
31 |
$424M |
+$69M |
-$84.4M |
-$15.4M |
MMS, LRN, CALX, FOUR, MOD
|
13F-HR |
11/14/2023, 02:26 PM |
| Q2 2023 |
24 |
$480M |
+$127M |
-$39.5M |
+$87.6M |
TMDX, CLH, MMS, FOUR, LRN
|
13F-HR |
8/11/2023, 03:54 PM |
| Q1 2023 |
29 |
$538M |
+$193M |
-$87.9M |
+$105M |
CLH, MMS, CHE, LRN, FCN
|
13F-HR |
5/15/2023, 08:08 AM |
| Q4 2022 |
27 |
$520M |
+$216M |
-$49M |
+$167M |
FCN, TMDX, INMD, CALX, MMS
|
13F-HR |
2/14/2023, 01:11 PM |
| Q3 2022 |
29 |
$530M |
|
|
|
LRN, HQY, MODV, CALX, FCN
|
Restatement |
11/14/2022, 03:58 PM |
| Q2 2022 |
6 |
$105M |
|
|
|
FRG, GTLS, THRY, BCO, OOMA
|
13F-HR |
7/26/2022, 12:05 PM |
| Q1 2022 |
31 |
$651M |
+$118M |
-$72.1M |
+$46.1M |
LRN, XPOF, THRY, DTC, TRMR
|
13F-HR |
5/16/2022, 09:41 AM |
| Q4 2021 |
32 |
$830M |
+$272M |
-$42.5M |
+$229M |
MODV, DTC, XPOF, LRN, THRY
|
13F-HR |
2/14/2022, 11:07 AM |
| Q3 2021 |
38 |
$724M |
+$337M |
-$140M |
+$198M |
MODV, LRN, TLS, GCI, XPOF
|
13F-HR |
11/12/2021, 02:07 PM |
| Q2 2021 |
30 |
$569M |
+$164M |
-$144M |
+$20.3M |
LRN, REZI, TLS, QUOT, THRY
|
13F-HR |
8/9/2021, 08:11 AM |
| Q1 2021 |
34 |
$495M |
+$326M |
-$160M |
+$166M |
LRN, CGNT, REZI, QUOT, FRG
|
13F-HR |
5/17/2021, 10:43 AM |
| Q4 2020 |
29 |
$307M |
|
|
|
TLS, SYNA, FRG, REZI, AAWW
|
13F-HR |
2/12/2021, 09:57 AM |