|
Q1 2025
|
47 |
41,262 |
PLTR, ROKU, NFLX, DOCU
|
13F-HR
|
5/15/2025 |
000139834425009618 |
|
Q4 2024
|
48 |
48,057 |
PLTR, ROKU, NFLX, DOCU
|
13F-HR
|
2/14/2025 |
000139834425002895 |
|
Q3 2024
|
46 |
50,681 |
ROKU, KTOS, NFLX, ZS
|
13F-HR
|
11/14/2024 |
000139834424020912 |
|
Q2 2024
|
48 |
51,435 |
POWI, WOLF, ON, ACLLY
|
13F-HR
|
8/15/2024 |
000139834424014771 |
|
Q1 2024
|
52 |
61,377 |
WOLF, ROKU, KTOS, ZS
|
13F-HR
|
5/15/2024 |
000139834424009701 |
|
Q4 2023
|
53 |
72,118 |
WOLF, ROKU, KTOS, ZS
|
13F-HR
|
2/14/2024 |
000143774924004126 |
|
Q3 2023
|
46 |
69,347 |
WOLF, ROKU, KTOS, PANW
|
13F-HR
|
11/14/2023 |
000139834423020691 |
|
Q2 2023
|
56 |
83,295 |
ROKU, WOLF, NET, KTOS
|
13F-HR
|
8/14/2023 |
000139834423014890 |
|
Q1 2023
|
46 |
92,093 |
ROKU, WOLF, NET, ENPH
|
13F-HR
|
5/18/2023 |
000139834423009989 |
|
Q4 2022
|
43 |
85,689 |
WOLF, ROKU, ENPH, CHGG
|
13F-HR
|
2/13/2023 |
000139834423003052 |
|
Q3 2022
|
43 |
109,766 |
WOLF, ROKU, ENPH, SEDG
|
13F-HR
|
11/14/2022 |
000139834422022078 |
|
Q2 2022
|
46 |
115,763 |
ROKU, WOLF, ENPH, SEDG
|
13F-HR
|
8/15/2022 |
000139834422015639 |
|
Q1 2022
|
47 |
192,409 |
ROKU, WOLF, NET, DOMO
|
13F-HR
|
5/12/2022 |
000139834422009432 |
|
Q4 2021
|
51 |
262,644 |
ROKU, WOLF, ZS, NET
|
13F-HR
|
2/14/2022 |
000139834422003419 |
|
Q3 2021
|
55 |
335,031 |
ROKU, ZS, CHGG, DOMO
|
13F-HR
|
11/12/2021 |
000139834421021402 |
|
Q2 2021
|
57 |
398,946 |
ROKU, CHGG, DOCU, ZS
|
13F-HR
|
8/13/2021 |
000139834421016165 |
|
Q1 2021
|
61 |
356,972 |
ROKU, CHGG, CREE, PINS
|
13F-HR
|
5/12/2021 |
000139834421010555 |
|
Q4 2020
|
56 |
367,913 |
ROKU, CHGG, CREE, ZS
|
13F-HR
|
2/16/2021 |
000139834421003304 |
|
Q3 2020
|
51 |
251,793 |
ROKU, CHGG, ZS, CREE
|
13F-HR
|
11/10/2020 |
000139834420021788 |
|
Q2 2020
|
48 |
218,633 |
ROKU, CHGG, CREE, ZS
|
13F-HR
|
8/12/2020 |
000139834420015603 |
|
Q1 2020
|
47 |
126,086 |
ROKU, CHGG, TWLO, CREE
|
13F-HR
|
5/15/2020 |
000139834420010336 |
|
Q4 2019
|
53 |
256,656 |
ROKU, ANET, NTNX, TWLO
|
13F-HR
|
2/12/2020 |
000139834420002934 |
|
Q3 2019
|
55 |
247,587 |
ROKU, ANET, TWLO, MSFT
|
13F-HR
|
11/7/2019 |
000139834419019338 |
|
Q2 2019
|
49 |
259,573 |
ROKU, TWLO, ANET, MSFT
|
13F-HR
|
8/14/2019 |
000139834419014337 |
|
Q1 2019
|
47 |
268,331 |
ANET, PHUN, TWLO, ROKU
|
13F-HR
|
5/14/2019 |
000139834419008791 |
|
Q4 2018
|
49 |
158,549 |
ANET, TWLO, ROKU, NTNX
|
13F-HR
|
2/14/2019 |
000139834419002918 |
|
Q3 2018
|
51 |
212,146 |
ROKU, ANET, NTNX, NFLX
|
13F-HR
|
11/14/2018 |
000139834418016540 |
|
Q2 2018
|
51 |
213,212 |
NTNX, ROKU, ANET, NFLX
|
13F-HR
|
8/14/2018 |
000139834418011894 |
|
Q1 2018
|
53 |
178,805 |
NTNX, ANET, ROKU, NFLX
|
13F-HR
|
5/14/2018 |
000139834418007399 |
|
Q4 2017
|
46 |
135,788 |
NTNX, ANET, ROKU, META
|
13F-HR
|
2/12/2018 |
000139834418001991 |
|
Q3 2017
|
49 |
112,629 |
NTNX, ANET, META, BABA
|
13F-HR
|
11/14/2017 |
000139834417014632 |
|
Q2 2017
|
46 |
99,123 |
NTNX, ANET, META, BABA
|
13F-HR
|
8/14/2017 |
000139834417010261 |
|
Q1 2017
|
42 |
93,546 |
ANET, NTNX, META, INVN
|
13F-HR
|
5/12/2017 |
000139834417006267 |
|
Q4 2016
|
45 |
92,599 |
NTNX, ANET, META, INVN
|
13F-HR
|
2/14/2017 |
000139834417002073 |
|
Q3 2016
|
50 |
108,841 |
NTNX, META, ANET, INVN
|
13F-HR
|
11/14/2016 |
000139834416020687 |
|
Q2 2016
|
50 |
91,068 |
META, INVN, BIL, ANET
|
13F-HR
|
8/15/2016 |
000139834416016797 |
|
Q1 2016
|
53 |
115,993 |
MTSN, SHV, META, INVN
|
13F-HR
|
5/13/2016 |
000139834416013367 |
|
Q4 2015
|
53 |
129,618 |
MTSN, RUN, INVN, META
|
13F-HR
|
2/16/2016 |
000139834416010010 |
|
Q3 2015
|
52 |
125,078 |
MTSN, INVN, RUN, AAPL
|
13F-HR
|
11/12/2015 |
000139834415007542 |
|
Q2 2015
|
55 |
158,512 |
MTSN, INVN, QCOM, Twitter, Inc.
|
13F-HR
|
8/11/2015 |
000139834415005152 |
|
Q1 2015
|
56 |
158,531 |
MTSN, QCOM, LRCX, INVN
|
13F-HR
|
5/28/2015 |
000139834415003545 |
|
Q4 2014
|
55 |
170,309 |
LRCX, QCOM, MTSN, NFLX
|
13F-HR
|
2/17/2015 |
000139834415001083 |
|
Q3 2014
|
58 |
191,101 |
Twitter, Inc., TWTR141018C00040000 calls, MTSN, AAPL
|
13F-HR
|
11/12/2014 |
000139834414005834 |
|
Q2 2014
|
60 |
218,721 |
META, Twitter, Inc., GTATQ, AAPL
|
13F-HR
|
8/14/2014 |
000139834414004190 |
|
Q1 2014
|
53 |
215,474 |
Twitter, Inc., META, AAPL, GTATQ
|
13F-HR
|
5/15/2014 |
000139834414002776 |
|
Q4 2013
|
53 |
202,006 |
Twitter, Inc., META, AAPL, AMZN
|
13F-HR
|
2/13/2014 |
000139834414000896 |