| Q4 2023 |
9 |
$778M |
+$85.2M |
-$213M |
-$128M |
META, SMAR, GOOG, WIX, HRI, PYPL |
13F-HR |
2/14/2024, 09:00 AM |
| Q3 2023 |
11 |
$766M |
+$117M |
-$140M |
-$23.7M |
META, GOOG, WIX, SMAR, PYPL, HRI |
13F-HR |
11/14/2023, 09:00 AM |
| Q2 2023 |
10 |
$755M |
+$47.4M |
-$168M |
-$121M |
META, SMAR, WIX, GOOG, DIS, ROKU |
13F-HR |
8/14/2023, 10:00 AM |
| Q1 2023 |
9 |
$882M |
+$25.7M |
-$65.2M |
-$39.5M |
META, SMAR, WIX, GOOG, ROKU, DIS |
RESTATEMENT |
7/20/2023, 04:44 PM |
| Q4 2022 |
9 |
$688M |
+$40.2M |
-$37.3M |
+$2.88M |
SMAR, WIX, META, ROKU, DIS, PYPL |
13F-HR |
2/14/2023, 08:00 AM |
| Q3 2022 |
10 |
$825M |
+$91.8M |
|
+$91.8M |
WIX, SMAR, META, ROKU, POSH, DIS |
RESTATEMENT |
7/20/2023, 04:42 PM |
| Q2 2022 |
10 |
$801M |
+$134M |
|
+$134M |
WIX, META, ROKU, SMAR, DIS, GOOG |
13F-HR |
8/15/2022, 07:55 AM |
| Q1 2022 |
11 |
$1.04B |
+$200M |
-$4.01M |
+$196M |
META, SMAR, WIX, DIS, PYPL, ROKU |
13F-HR |
5/13/2022, 11:24 AM |
| Q4 2021 |
10 |
$1.17B |
+$162M |
-$51M |
+$111M |
WIX, SMAR, META, PYPL, DIS, EBAY |
13F-HR |
2/14/2022, 06:20 AM |
| Q3 2021 |
9 |
$1.15B |
+$119M |
-$131M |
-$12.7M |
META, SMAR, WIX, PYPL, DIS, EBAY |
13F-HR |
11/15/2021, 08:49 AM |
| Q2 2021 |
9 |
$1.33B |
+$287M |
-$60.6M |
+$226M |
META, SMAR, WIX, EBAY, PYPL, UPWK |
13F-HR |
8/16/2021, 08:43 AM |
| Q1 2021 |
8 |
$956M |
+$211M |
-$54.4M |
+$157M |
META, SMAR, WIX, EBAY, PYPL, UPWK |
13F-HR |
5/14/2021, 08:43 AM |
| Q4 2020 |
9 |
$764M |
+$86.9M |
-$129M |
-$42.4M |
META, WIX, SMAR, GOOG, EBAY, UPWK |
13F-HR |
2/16/2021, 07:46 AM |
| Q3 2020 |
11 |
$673M |
+$75.5M |
-$69M |
+$6.59M |
META, WIX, GOOG, UPWK, ROKU, PYPL |
13F-HR |
11/13/2020, 07:51 AM |
| Q2 2020 |
10 |
$619M |
+$146M |
-$165M |
-$18.9M |
META, SMAR, WIX, GOOG, UPWK, PYPL |
13F-HR |
8/14/2020, 09:45 AM |
| Q1 2020 |
8 |
$396M |
+$85.4M |
-$70.7M |
+$14.7M |
META, WIX, GOOG, AVLR, ROKU, DESP |
13F-HR |
5/15/2020, 10:14 AM |
| Q4 2019 |
9 |
$508M |
+$118M |
-$44.3M |
+$74.1M |
META, AVLR, WIX, DESP, ROKU, AYX |
13F-HR |
2/14/2020, 10:01 AM |
| Q3 2019 |
9 |
$426M |
+$54.9M |
-$21.9M |
+$33M |
META, AVLR, WIX, DESP, GOOG, PYPL |
13F-HR |
11/14/2019, 09:11 AM |
| Q2 2019 |
10 |
$447M |
+$91.1M |
-$80.7M |
+$10.4M |
META, AVLR, WIX, DESP, GOOG, PYPL |
13F-HR |
8/14/2019, 09:35 AM |
| Q1 2019 |
9 |
$398M |
+$74.6M |
-$73.6M |
+$1.03M |
META, WIX, PYPL, GOOG, DESP, CMPRXXXX |
13F-HR |
5/15/2019, 10:59 AM |
| Q4 2018 |
11 |
$360M |
+$68.9M |
-$46M |
+$22.9M |
META, WIX, PYPL, TTD, GOOG, DG |
13F-HR |
2/14/2019, 10:04 AM |
| Q3 2018 |
12 |
$427M |
+$51M |
-$24.7M |
+$26.3M |
META, DG, PYPL, GOOG, TTD, WIX |
13F-HR |
11/14/2018, 08:54 AM |
| Q2 2018 |
11 |
$379M |
+$94.7M |
-$31.4M |
+$63.3M |
META, DG, GOOG, PYPL, SITE, ROP |
13F-HR |
8/14/2018, 02:18 PM |
| Q1 2018 |
9 |
$296M |
+$77M |
-$19.8M |
+$57.2M |
META, EBAY, SITE, GOOG, DG, CMPRXXXX |
13F-HR |
5/15/2018, 10:54 AM |
| Q4 2017 |
10 |
$277M |
+$47.3M |
-$2.18M |
+$45.1M |
META, CMPRXXXX, CHGG, DG, WK, GOOG |
13F-HR |
2/14/2018, 09:10 AM |
| Q3 2017 |
10 |
$231M |
+$28.1M |
-$13.9M |
+$14.2M |
META, CMPRXXXX, WK, DG, GOOG, ANSS |
13F-HR |
11/14/2017, 09:42 AM |
| Q2 2017 |
10 |
$213M |
+$27.5M |
-$7.25M |
+$20.2M |
META, CMPRXXXX, YELP, GOOG, BAMXXXX, DG |
13F-HR |
8/8/2017, 12:06 PM |
| Q1 2017 |
9 |
$177M |
+$59.3M |
-$566K |
+$58.7M |
META, CMPRXXXX, DG, DSGX, GOOG, BAMXXXX |
13F-HR |
5/15/2017, 09:50 AM |
| Q4 2016 |
6 |
$107M |
|
|
|
META, CMPRXXXX, BAMXXXX, ROP, DSGX, ANSS |
13F-HR |
1/17/2017, 02:56 PM |