Q2 2023 |
27 |
$59.5M |
+$10M |
-$7.53M |
+$2.5M |
NOW, FIVN, WDAY, PAYC, BL
|
13F-HR |
8/2/2023, 01:19 PM |
Q1 2023 |
23 |
$55.7M |
+$12.6M |
-$1.9M |
+$10.7M |
BL, NOW, PAYC, WDAY, MMYT
|
13F-HR |
5/11/2023, 12:37 PM |
Q4 2022 |
30 |
$45.8M |
+$9.88M |
-$13.4M |
-$3.53M |
BL, PAYC, NOW, ADSK, WDAY
|
13F-HR |
2/13/2023, 03:03 PM |
Q3 2022 |
31 |
$63.2M |
+$836K |
-$9.24M |
-$8.4M |
TEAMXXXX, PAYC, ADSK, BL, NOW
|
13F-HR |
11/14/2022, 03:22 PM |
Q2 2022 |
32 |
$77.4M |
+$15.1M |
-$14.5M |
+$566K |
NOW, TEAMXXXX, BL, ZM, ADSK
|
13F-HR |
8/12/2022, 02:58 PM |
Q1 2022 |
33 |
$137M |
+$21.9M |
-$67.2M |
-$45.3M |
ABNB, ABNB, TWLO, DOCU, AMZN
|
13F-HR |
5/13/2022, 12:35 PM |
Q4 2021 |
24 |
$182M |
+$5.67M |
-$13M |
-$7.36M |
ABNB, TWLO, DOCU, NOW, ABNB
|
13F-HR |
2/14/2022, 08:49 AM |
Q3 2021 |
26 |
$159M |
+$6.66M |
$0 |
+$6.66M |
DOCU, SHOP, TWLO, TEAMXXXX, ZM
|
13F-HR |
11/15/2021, 12:01 PM |
Q2 2021 |
24 |
$156M |
+$14.7M |
-$5.96M |
+$8.7M |
DOCU, TWLO, SHOP, ZM, RNG
|
13F-HR |
8/16/2021, 11:49 AM |
Q1 2021 |
25 |
$130M |
+$7.79M |
-$111K |
+$7.68M |
TWLO, DOCU, SHOP, ZM, RNG
|
13F-HR |
5/17/2021, 12:10 PM |
Q4 2020 |
25 |
$136M |
|
|
|
TWLO, DOCU, SHOP, ZM, RNG
|
13F-HR |
6/4/2021, 12:40 PM |