Q2 2024 |
20 |
$72M |
+$41.2M |
-$37.5M |
+$3.7M |
AMD, TER, META, NET, S
|
13F-HR |
8/12/2024, 06:23 AM |
Q1 2024 |
13 |
$69.3M |
+$38.9M |
-$42.3M |
-$3.32M |
AMD, MDB, ANET, DT, TEAM
|
13F-HR |
5/10/2024, 07:18 PM |
Q4 2023 |
19 |
$70.9M |
+$45.8M |
-$18.5M |
+$27.4M |
MDB, AMD, FTNT, TER, ANET
|
13F-HR |
2/5/2024, 08:24 PM |
Q3 2023 |
17 |
$39.7M |
+$20.5M |
-$29.6M |
-$9.11M |
MDB, ANET, NOW, S, CFLT
|
13F-HR |
11/9/2023, 05:25 PM |
Q2 2023 |
19 |
$49.7M |
+$25.3M |
-$33.6M |
-$8.21M |
ORCL, MSFT, ANET, AMD, BABA
|
13F-HR |
8/14/2023, 07:32 AM |
Q1 2023 |
14 |
$53.1M |
+$43.3M |
-$2.28M |
+$41.1M |
BABA, MSFT, VEEV, NOW, NVDA
|
13F-HR |
5/5/2023, 08:28 AM |
Q4 2022 |
8 |
$20.4M |
+$16.6M |
-$653K |
+$15.9M |
INTU, AAPL, MRVL, BABA, PAYC
|
13F-HR |
1/27/2023, 08:45 AM |
Q3 2022 |
8 |
$11.9M |
+$5.9M |
-$12.3M |
-$6.4M |
BABA, AMD, CDAY, MDB, TER
|
13F-HR |
11/14/2022, 09:16 AM |
Q2 2022 |
9 |
$37.6M |
+$12.8M |
-$8.65M |
+$4.15M |
AMD, FTNT, BILL, NVDA, TER
|
13F-HR |
8/11/2022, 09:41 PM |
Q1 2022 |
7 |
$62.3M |
+$36M |
|
+$36M |
MDB, AMD, BILL, NVDA, TER
|
13F-HR |
5/12/2022, 08:03 AM |
Q4 2021 |
13 |
$98.4M |
+$44.1M |
-$191M |
-$147M |
CRWD, MDB, BILL, TEAMXXXX, TXG
|
13F-HR |
2/14/2022, 05:13 AM |
Q3 2021 |
13 |
$109M |
+$29.2M |
-$57.9M |
-$28.7M |
BILL, TDC, PLTR, MDB, COUP
|
13F-HR |
11/15/2021, 06:14 AM |
Q2 2021 |
12 |
$129M |
+$55M |
-$19.7M |
+$35.3M |
TDC, BILL, ILMN, PLTR, VRNS
|
13F-HR |
8/12/2021, 06:06 AM |
Q1 2021 |
11 |
$80.4M |
+$31.7M |
-$75.7M |
-$44M |
TDC, BILL, PLTR, TXG, AMD
|
13F-HR |
5/13/2021, 03:33 PM |
Q4 2020 |
17 |
$153M |
|
|
|
AMD, CRNC, PLTR, BILL, NUAN
|
13F-HR |
2/9/2021, 01:40 PM |