Q2 2025 |
572 |
$409M |
+$282M |
-$277M |
+$5.01M |
ZS, MSFT, NBIS, JOBY, GEV
|
13F-HR |
8/14/2025, 04:00 PM |
Q1 2025 |
541 |
$378M |
+$265M |
-$231M |
+$34.5M |
NFLX, MELI, SPOT, ISRG, EQIX
|
13F-HR |
5/15/2025, 04:00 PM |
Q4 2024 |
550 |
$353M |
+$206M |
-$364M |
-$158M |
ASML, ODFL, SPOT, REGN, AVGO
|
13F-HR |
2/14/2025, 04:00 PM |
Q3 2024 |
590 |
$502M |
+$315M |
-$311M |
+$3.47M |
META, MSTR, DUOL, ENSG, CEG
|
13F-HR |
11/14/2024, 04:00 PM |
Q2 2024 |
563 |
$485M |
+$406M |
-$105M |
+$301M |
CRWD, VRTX, A, CEG, ASML
|
13F-HR |
8/14/2024, 04:00 PM |
Q1 2024 |
392 |
$187M |
+$154M |
-$72.3M |
+$81.3M |
CDNS, REGN, LLY, COST, MA
|
13F-HR |
5/15/2024, 04:00 PM |
Q4 2023 |
309 |
$100M |
$0 |
$0 |
|
SNPS, PANW, CCI, INTU, UTHR
|
13F-HR |
2/14/2024, 09:19 AM |