|
Q1 2025
|
15 |
51,892 |
CRDO, AMD, NOW, ANET
|
13F-HR
|
5/8/2025 |
000180559125000005 |
|
Q4 2024
|
16 |
77,515 |
ASML, CRDO, ESTC, AMD
|
13F-HR
|
2/10/2025 |
000180559125000002 |
|
Q3 2024
|
17 |
75,595 |
ESTC, AMD, PINS, CRDO
|
13F-HR
|
11/7/2024 |
000180559124000011 |
|
Q2 2024
|
20 |
71,998 |
AMD, TER, META, NET
|
13F-HR
|
8/12/2024 |
000180559124000009 |
|
Q1 2024
|
13 |
69,326 |
AMD, MDB, ANET, DT
|
13F-HR
|
5/13/2024 |
000180559124000005 |
|
Q4 2023
|
19 |
70,880 |
MDB, AMD, FTNT, TER
|
13F-HR
|
2/5/2024 |
000180559124000003 |
|
Q3 2023
|
11 |
39,709 |
MDB, ANET, NOW, S
|
13F-HR
|
11/9/2023 |
000180559123000010 |
|
Q2 2023
|
12 |
49,732 |
ORCL, MSFT, ANET, AMD
|
13F-HR
|
8/14/2023 |
000180559123000008 |
|
Q1 2023
|
14 |
53,138 |
BABA, MSFT, VEEV, NOW
|
13F-HR
|
5/5/2023 |
000180559123000007 |
|
Q4 2022
|
8 |
20,394 |
INTU, AAPL, MRVL, BABA
|
13F-HR
|
1/27/2023 |
000180559123000001 |
|
Q3 2022
|
8 |
11,913 |
BABA, AMD, CDAY, MDB
|
13F-HR
|
11/14/2022 |
000180559122000005 |
|
Q2 2022
|
9 |
37,606 |
AMD, FTNT, BILL, NVDA
|
13F-HR
|
8/11/2022 |
000180559122000004 |
|
Q1 2022
|
7 |
62,264 |
MDB, AMD, BILL, NVDA
|
13F-HR
|
5/12/2022 |
000180559122000003 |
|
Q4 2021
|
14 |
109,004 |
CRWD, MDB, BILL, TDC calls
|
13F-HR
|
2/14/2022 |
000180559122000002 |
|
Q3 2021
|
15 |
125,354 |
BILL, TDC calls, TDC, PLTR
|
13F-HR
|
11/15/2021 |
000180559121000007 |
|
Q2 2021
|
15 |
146,630 |
TDC, BILL, ILMN, TDC calls
|
13F-HR
|
8/12/2021 |
000180559121000006 |
|
Q1 2021
|
14 |
94,834 |
TDC, BILL, TDC calls, PLTR
|
13F-HR
|
5/13/2021 |
000180559121000005 |
|
Q4 2020
|
17 |
153,235 |
AMD, CRNC, PLTR, BILL
|
13F-HR
|
2/9/2021 |
000180559121000002 |