|
Q4 2024
|
37 |
94,896 |
ACWI, PATH, CRWD, NTRA
|
13F-HR
|
2/13/2025 |
000091957425001151 |
|
Q3 2024
|
35 |
93,026 |
ACWI, PATH, CRWD, NVDA
|
13F-HR
|
11/13/2024 |
000091957424006448 |
|
Q2 2024
|
36 |
94,549 |
ACWI, PATH, CRWD, NVDA
|
13F-HR
|
8/14/2024 |
000091957424004684 |
|
Q1 2024
|
40 |
101,315 |
ACWI, PATH, CRWD, NVDA
|
13F-HR
|
5/15/2024 |
000091957424003173 |
|
Q4 2023
|
42 |
91,346 |
ACWI, PATH, CRWD, CRM
|
13F-HR
|
2/13/2024 |
000091957424001158 |
|
Q3 2023
|
38 |
59,266 |
ACWI, PATH, CRWD, NVDA
|
13F-HR
|
11/14/2023 |
000091957423006390 |
|
Q2 2023
|
48 |
151,475 |
PG, PM, ACWI, ADP
|
13F-HR
|
8/14/2023 |
000091957423004818 |
|
Q1 2023
|
48 |
140,684 |
PG, PM, ACWI, ADP
|
13F-HR
|
5/15/2023 |
000091957423003335 |
|
Q4 2022
|
37 |
28,619 |
PATH, CRWD, MRNA, CPB
|
13F-HR
|
2/14/2023 |
000091957423001452 |
|
Q3 2022
|
39 |
30,401 |
PATH, CRWD, ZS, CPB
|
13F-HR
|
11/14/2022 |
000091957422006719 |
|
Q2 2022
|
42 |
40,808 |
PATH, KDP, CRWD, MRNA
|
13F-HR
|
8/15/2022 |
000091957422005037 |
|
Q1 2022
|
42 |
57,970 |
KDP, PATH, CRWD, ZS
|
13F-HR
|
5/13/2022 |
000091957422003186 |
|
Q4 2021
|
43 |
88,253 |
KDP, PATH, DNUT, CRWD
|
13F-HR
|
2/10/2022 |
000091957422000797 |
|
Q3 2021
|
44 |
95,788 |
KDP, PATH, CRWD, DNUT
|
13F-HR
|
11/15/2021 |
000091957421006901 |
|
Q2 2021
|
45 |
87,685 |
KDP, PATH, CRWD, WORK
|
13F-HR
|
8/16/2021 |
000091957421005247 |
|
Q1 2021
|
46 |
75,243 |
KDP, DKNG, TWLO, WORK
|
13F-HR
|
5/13/2021 |
000091957421003374 |
|
Q4 2020
|
42 |
72,715 |
KDP, DKNG, CRWD, WORK
|
13F-HR
|
2/12/2021 |
000091957421000974 |
|
Q3 2020
|
40 |
52,707 |
DKNG, WORK, OKTA, NTRA
|
13F-HR
|
11/16/2020 |
000091957420007102 |
|
Q2 2020
|
40 |
24,353 |
OKTA, TWLO, WORK, TDOC
|
13F-HR
|
8/14/2020 |
000091957420005392 |
|
Q1 2020
|
38 |
284,362 |
CPB, WORK, TDOC, OKTA
|
13F-HR
|
5/15/2020 |
000091957420003654 |
|
Q4 2019
|
49 |
333,510 |
CPB, RNG, PAYC, SHOP
|
13F-HR
|
2/13/2020 |
000091957420001067 |
|
Q3 2019
|
48 |
298,877 |
CPB, RNG, PAYC, SHOP
|
13F-HR
|
11/13/2019 |
000091957419006903 |
|
Q2 2019
|
48 |
266,814 |
CPB, WORK, RNG, PAYC
|
13F-HR
|
8/13/2019 |
000091957419005047 |
|
Q1 2019
|
48 |
249,544 |
CPB, RNG, PAYC, ZENDESK INC
|
13F-HR
|
5/14/2019 |
000091957419003349 |
|
Q4 2018
|
46 |
212,043 |
CPB, RNG, PAYC, ZENDESK INC
|
13F-HR
|
2/12/2019 |
000091957419001021 |
|
Q3 2018
|
34 |
233,813 |
CPB, RNG, PAYC, ZENDESK INC
|
13F-HR
|
11/14/2018 |
000091957418007478 |
|
Q2 2018
|
34 |
251,070 |
CPB, RNG, ZENDESK INC, NOW
|
13F-HR
|
8/10/2018 |
000091957418005248 |
|
Q1 2018
|
36 |
181,979 |
CPB, RNG, PAYC, NOW
|
13F-HR
|
5/14/2018 |
000091957418003478 |
|
Q4 2017
|
33 |
356,041 |
CPB, VT, ACWI, RNG
|
13F-HR
|
2/14/2018 |
000091957418001620 |
|
Q3 2017
|
34 |
343,840 |
CPB, VT, ACWI, RNG
|
13F-HR
|
11/14/2017 |
000091957417008084 |
|
Q2 2017
|
23 |
353,286 |
CPB, VT, ACWI, ATHENAHEALTH INC
|
13F-HR
|
8/11/2017 |
000091957417005869 |
|
Q1 2017
|
21 |
369,878 |
CPB, VT, ACWI, SHOP
|
13F-HR
|
5/9/2017 |
000091957417003818 |
|
Q4 2016
|
21 |
432,859 |
CPB, ACWI, VT, CSOD
|
13F-HR
|
2/14/2017 |
000091957417001920 |
|
Q3 2016
|
3 |
446,886 |
CPB, VT, ACWI
|
13F-HR
|
11/14/2016 |
000091957416016572 |
|
Q2 2016
|
3 |
503,478 |
CPB, ACWI, VT
|
13F-HR
|
8/12/2016 |
000091957416014594 |
|
Q1 2016
|
3 |
493,185 |
CPB, ACWI, VT
|
13F-HR
|
5/13/2016 |
000091957416012937 |
|
Q4 2015
|
3 |
302,851 |
CPB, VT, ACWI
|
13F-HR
|
2/12/2016 |
000091957416010280 |
|
Q3 2015
|
3 |
299,974 |
CPB, VT, ACWI
|
13F-HR
|
11/16/2015 |
000091957415008079 |
|
Q2 2015
|
4 |
142,706 |
ACWI, CPB, BRK-A, XOM
|
13F-HR
|
8/14/2015 |
000091957415005976 |
|
Q1 2015
|
4 |
38,916 |
CPB, ACWI, BRK-A, XOM
|
13F-HR
|
5/15/2015 |
000091957415004175 |
|
Q4 2014
|
4 |
4,883 |
CPB, BRK-A, XOM, ABBV
|
13F-HR
|
2/17/2015 |
000091957415001768 |
|
Q3 2014
|
3 |
4,428 |
CPB, BRK-A, XOM
|
13F-HR
|
11/14/2014 |
000091957414006425 |
|
Q2 2014
|
2 |
2,593 |
BRK-A, XOM
|
13F-HR
|
8/14/2014 |
000091957414004504 |
|
Q1 2014
|
2 |
2,552 |
BRK-A, XOM
|
13F-HR
|
5/15/2014 |
000091957414003168 |
|
Q4 2013
|
3 |
3,213 |
BRK-A, XOM, ABBV
|
13F-HR
|
2/14/2014 |
000091957414001268 |