| Q2 2024 |
13 |
$87M |
+$28.8M |
-$33.5M |
-$4.74M |
GRND, PGNY, FWONK, MSFT, APLD
|
13F-HR |
8/14/2024, 04:08 PM |
| Q1 2024 |
12 |
$103M |
+$31.5M |
-$116M |
-$84.4M |
PGNY, FWONK, TH, XPEL, GRND
|
13F-HR |
5/15/2024, 04:03 PM |
| Q4 2023 |
11 |
$171M |
+$49.1M |
-$49.7M |
-$602K |
PGNY, LZ, FWONK, XPEL, GLBE
|
13F-HR |
2/14/2024, 04:04 PM |
| Q3 2023 |
14 |
$191M |
+$86M |
-$118M |
-$32.1M |
TH, GLBE, XPEL, LZ, PGNY
|
13F-HR |
11/14/2023, 01:03 PM |
| Q2 2023 |
11 |
$241M |
+$79.1M |
-$72.6M |
+$6.44M |
XPEL, DRVN, GLBE, PGNY, TH
|
13F-HR |
8/14/2023, 01:02 PM |
| Q1 2023 |
8 |
$216M |
+$41.6M |
-$2.49M |
+$39.1M |
XPEL, AVID, PGNY, TH, PANW
|
13F-HR |
5/15/2023, 10:57 AM |
| Q4 2022 |
10 |
$195M |
+$65.6M |
-$20.7M |
+$44.9M |
XPEL, AVID, IQV, TH, PGNY
|
13F-HR |
2/14/2023, 10:53 AM |
| Q3 2022 |
9 |
$158M |
+$42.7M |
-$27.9M |
+$14.9M |
XPEL, IQV, PANW, AVID, FWONKXXXX
|
13F-HR |
11/14/2022, 01:32 PM |
| Q2 2022 |
8 |
$176M |
+$23.7M |
-$5.78M |
+$18M |
XPEL, IQV, AVID, CELH, NCR
|
13F-HR |
8/15/2022, 04:10 PM |
| Q1 2022 |
11 |
$266M |
+$49.6M |
-$24.1M |
+$25.5M |
AVID, NCR, XPEL, IQV, EVRI
|
13F-HR |
5/16/2022, 04:27 PM |
| Q4 2021 |
12 |
$300M |
+$37.6M |
-$22.6M |
+$15M |
XPEL, NCR, CTRN, FWONKXXXX, AVID
|
13F-HR |
2/14/2022, 02:04 PM |
| Q3 2021 |
12 |
$277M |
+$97.8M |
-$62.6M |
+$35.2M |
VYX, FWONKXXXX, CTRN, EVRI, XPEL
|
13F-HR |
11/15/2021, 11:10 AM |
| Q2 2021 |
10 |
$259M |
+$65.6M |
-$35.8M |
+$29.8M |
CTRN, VYX, FWONKXXXX, XPEL, IQV
|
13F-HR |
8/16/2021, 01:26 PM |
| Q1 2021 |
10 |
$200M |
+$53.6M |
-$68.6M |
-$15.1M |
CTRN, VYX, FWONKXXXX, IQV, XPEL
|
13F-HR |
5/17/2021, 02:12 PM |
| Q4 2020 |
13 |
$228M |
+$94.7M |
-$37.5M |
+$57.3M |
CELH, CTRN, FWONKXXXX, CELH, IQV
|
13F-HR |
2/12/2021, 06:18 PM |
| Q3 2020 |
10 |
$155M |
+$30.2M |
-$33.2M |
-$2.93M |
FWONKXXXX, PLAN, IQV, CELH, FTDR
|
13F-HR |
11/16/2020, 02:08 PM |
| Q2 2020 |
8 |
$129M |
+$51M |
-$31.9M |
+$19.1M |
FWONKXXXX, FTDR, WWE, IQV, PLAN
|
13F-HR |
8/14/2020, 03:26 PM |
| Q1 2020 |
10 |
$99.3M |
+$36.6M |
|
+$36.6M |
DOCU, IQV, AYX, WWE, FTDR
|
13F-HR |
5/15/2020, 09:40 AM |
| Q4 2019 |
12 |
$158M |
+$36.2M |
-$9.83M |
+$26.4M |
QQQ, WWE, TWLO, IQV, DOCU
|
13F-HR |
2/14/2020, 01:06 PM |
| Q3 2019 |
13 |
$148M |
+$84.3M |
-$20.9M |
+$63.4M |
QQQ, UPWK, YEXT, ETSY, FTDR
|
13F-HR |
11/14/2019, 02:48 PM |
| Q2 2019 |
11 |
$120M |
+$41.3M |
-$1.16M |
+$40.2M |
FTDR, IQV, YEXT, ETSY, AYX
|
13F-HR |
8/9/2019, 10:32 AM |
| Q1 2019 |
13 |
$106M |
+$35.5M |
-$5.31M |
+$30.2M |
FTDR, IQV, TLND, ETSY, YEXT
|
13F-HR |
5/3/2019, 12:50 PM |
| Q4 2018 |
12 |
$89.3M |
|
|
|
ETSY, FTDR, TLND, SEND, IQV
|
13F-HR |
2/4/2019, 11:10 AM |