| Q2 2024 |
7 |
$298M |
+$1.96M |
-$52.5M |
-$50.5M |
CVNA, DASH, DDOG, SHOP, APP
|
13F-HR |
8/13/2024, 09:10 AM |
| Q1 2024 |
8 |
$338M |
+$32.2M |
-$23.2M |
+$9.01M |
DASH, CVNA, SHOP, FRSH, DDOG
|
13F-HR |
5/14/2024, 10:05 AM |
| Q4 2023 |
7 |
$292M |
+$22.1M |
-$44M |
-$21.8M |
FRSH, DASH, CVNA, SHOP, DDOG
|
13F-HR |
2/6/2024, 02:22 PM |
| Q3 2023 |
9 |
$248M |
|
-$158M |
-$158M |
FRSH, DASH, CVNA, DDOG, SHOP
|
13F-HR |
11/13/2023, 12:44 PM |
| Q2 2023 |
9 |
$406M |
+$34.3M |
-$8.48M |
+$25.8M |
FRSH, SHOP, DDOG, SNOW, SQ
|
13F-HR |
8/11/2023, 09:44 AM |
| Q1 2023 |
10 |
$330M |
+$17.1M |
-$11M |
+$6.04M |
FRSH, SHOP, SNOW, SQ, DDOG
|
13F-HR |
5/15/2023, 09:57 AM |
| Q4 2022 |
11 |
$321M |
|
-$5.76M |
-$5.76M |
FRSH, SHOP, SNOW, SQ, DDOG
|
13F-HR |
2/9/2023, 08:26 AM |
| Q3 2022 |
12 |
$354M |
+$15.4M |
|
+$15.4M |
FRSH, SNOW, DDOG, SE, SHOP
|
13F-HR |
11/14/2022, 07:28 AM |
| Q2 2022 |
13 |
$399M |
+$67.7M |
|
+$67.7M |
FRSH, DDOG, SE, SHOP, SNOW
|
13F-HR |
8/10/2022, 11:40 AM |
| Q1 2022 |
15 |
$706M |
+$21.7M |
-$8.63M |
+$13.1M |
FRSH, SHOP, SE, SQ, TWLO
|
13F-HR |
5/13/2022, 08:58 AM |
| Q4 2021 |
16 |
$1.07B |
+$138M |
-$8.46M |
+$130M |
FRSH, SHOP, SE, TWLO, SQ
|
13F-HR |
2/7/2022, 02:56 PM |
| Q3 2021 |
14 |
$1.25B |
+$265M |
-$93.1M |
+$172M |
FRSH, SE, SHOP, SQ, TWLO
|
13F-HR |
11/10/2021, 02:15 PM |
| Q2 2021 |
16 |
$1.15B |
+$182M |
-$162M |
+$20.3M |
SHOP, SE, TWLO, SQ, W
|
13F-HR |
8/10/2021, 02:58 PM |
| Q1 2021 |
14 |
$1.01B |
+$347M |
-$30.2M |
+$317M |
SHOP, TWLO, W, SE, SQ
|
13F-HR |
5/10/2021, 05:14 PM |
| Q4 2020 |
12 |
$728M |
|
|
|
TWLO, SQ, PTON, ZM, NOW
|
13F-HR |
2/3/2021, 03:57 PM |