Portfolio Value Over Time
Current Holdings for Polen Capital Management
|
Stock
Click to search
|
Shares | Value | % of Portfolio | Change | Est. Return |
|---|---|---|---|---|---|
|
ORCL|ORACLE CORP
|
9.3M | $2.6B | TRIM -22.5% | +29.85% | |
|
MSFT|MICROSOFT CORP
|
5.0M | $2.6B | TRIM -7.5% | — | |
|
AMZN|AMAZON COM INC
|
11.2M | $2.5B | TRIM -19.2% | +109.71% | |
|
SHOP|SHOPIFY INC
|
11.1M | $1.6B | TRIM -24.7% | +139.00% | |
|
MA|MASTERCARD INCORPORATED
|
2.7M | $1.6B | TRIM -8.4% | — | |
|
V|VISA INC
|
4.3M | $1.5B | TRIM -22.6% | — | |
|
AVGO|BROADCOM INC
|
4.5M | $1.5B | ADD NEW | +17.93% | |
|
LLY|ELI LILLY & CO
|
1.6M | $1.2B | TRIM -6.6% | +42.07% | |
|
NVDA|NVIDIA CORPORATION
|
6.3M | $1.2B | ADD NEW | +6.03% | |
|
GOOG|ALPHABET INC
|
4.6M | $1.1B | TRIM -29.3% | — | |
|
ZTS|ZOETIS INC
|
7.5M | $1.1B | TRIM -10.7% | — | |
|
NOW|SERVICENOW INC
|
1.1M | $1.0B | TRIM -4.5% | +69.16% | |
|
ABT|ABBOTT LABS
|
7.4M | $993.9M | TRIM -30.4% | +32.93% | |
|
MSCI|MSCI INC
|
1.6M | $898.7M | TRIM -9.0% | +18.53% | |
|
AON|AON PLC
|
2.5M | $887.9M | TRIM -9.3% | +1.88% | |
|
SBUX|STARBUCKS CORP
|
8.9M | $751.3M | TRIM -8.1% | -0.23% | |
|
IDXX|IDEXX LABS INC
|
1.1M | $720.1M | TRIM -5.7% | +41.71% | |
|
ADBE|ADOBE INC
|
1.9M | $655.1M | TRIM -44.7% | — | |
|
ACCENTURE PLC IRELAND
|
2.5M | $607.1M | TRIM -16.5% | — | |
|
NFLX|NETFLIX INC
|
478.9K | $574.1M | TRIM -41.3% | +129.43% | |
|
PAYC|PAYCOM SOFTWARE INC
|
2.6M | $548.7M | TRIM -9.0% | -13.04% | |
|
BSX|BOSTON SCIENTIFIC CORP
|
5.6M | $546.6M | ADD NEW | -15.20% | |
|
CSGP|COSTAR GROUP INC
|
6.4M | $538.4M | TRIM -7.8% | -13.30% | |
|
SNPS|SYNOPSYS INC
|
1.0M | $515.5M | ADD NEW | -13.36% | |
|
ABNB|AIRBNB INC
|
4.0M | $482.6M | TRIM -46.0% | -14.22% | |
|
INTU|INTUIT
|
661.7K | $451.9M | ADD NEW | -23.38% | |
|
WDAY|WORKDAY INC
|
1.9M | $448.3M | TRIM -47.9% | -9.22% | |
|
UBER|UBER TECHNOLOGIES INC
|
4.6M | $447.8M | ADD NEW | -9.34% | |
|
MELI|MERCADOLIBRE INC
|
49.5K | $115.7M | TRIM -20.4% | +27.74% | |
|
GOOGL|ALPHABET INC
|
473.4K | $115.1M | TRIM -23.6% | — | |
|
IWF|ISHARES TR
|
227.9K | $106.7M | ADD +1.0% | — | |
|
SAP|SAP SE
|
345.0K | $92.2M | TRIM -29.1% | — | |
|
ICLR|ICON PLC
|
443.5K | $77.6M | TRIM -17.9% | — | |
|
WTW|WILLIS TOWERS WATSON PLC LTD
|
219.8K | $75.9M | TRIM -30.0% | +2.59% | |
|
TMO|THERMO FISHER SCIENTIFIC INC
|
114.5K | $55.5M | TRIM -94.8% | +13.87% | |
|
TSM|TAIWAN SEMICONDUCTOR MFG LTD
|
177.1K | $49.5M | ADD NEW | +66.62% | |
|
ACWI|ISHARES TR
|
190.4K | $26.3M | ADD +115.1% | +38.62% | |
|
NU|NU HLDGS LTD
|
1.5M | $24.7M | TRIM -38.0% | +27.93% | |
|
MNDY|MONDAY COM LTD
|
125.8K | $24.4M | ADD +28.9% | -49.40% | |
|
HDB|HDFC BANK LTD
|
593.4K | $20.3M | ADD +4.0% | +1.84% | |
|
ASML|ASML HOLDING N V
|
19.8K | $19.2M | TRIM -55.5% | +79.20% | |
|
HYG|ISHARES TR
|
200.0K | $16.2M | ADD NEW | +0.73% | |
|
TME|TENCENT MUSIC ENTMT GROUP
|
561.4K | $13.1M | TRIM -43.4% | +90.67% | |
|
SE|SEA LTD
|
70.2K | $12.6M | TRIM -16.3% | -19.23% | |
|
MDT|MEDTRONIC PLC
|
125.0K | $11.9M | TRIM -46.8% | — | |
|
BE|BLOOM ENERGY CORP
|
131.4K | $11.1M | ADD +92.3% | +347.54% | |
|
ONON|ON HLDG AG
|
258.4K | $10.9M | TRIM -47.2% | -0.19% | |
|
AGX|ARGAN INC
|
37.5K | $10.1M | TRIM -16.3% | +84.02% | |
|
DLO|DLOCAL LTD
|
699.4K | $10.0M | ADD +15.4% | -2.83% | |
|
RSP|INVESCO EXCHANGE TRADED FD T
|
44.8K | $8.5M | ADD NEW | +6.93% | |
|
PDD|PDD HOLDINGS INC
|
63.3K | $8.4M | TRIM -1.6% | -20.89% | |
|
MAKEMYTRIP LIMITED MAURITIUS
|
87.3K | $8.2M | TRIM -16.8% | — | |
|
GLOB|GLOBANT S A
|
135.1K | $7.8M | TRIM -50.5% | — | |
|
SPOT|SPOTIFY TECHNOLOGY S A
|
11.1K | $7.7M | TRIM -62.4% | +13.24% | |
|
WGS|GENEDX HOLDINGS CORP
|
68.2K | $7.3M | TRIM -15.8% | +51.63% | |
|
VIST|VISTA ENERGY S.A.B. DE C.V.
|
211.0K | $7.3M | ADD NEW | +15.87% | |
|
POWL|POWELL INDS INC
|
23.4K | $7.1M | TRIM -7.2% | +124.20% | |
|
IBN|ICICI BANK LIMITED
|
224.3K | $6.8M | TRIM -55.2% | -7.83% | |
|
BWXT|BWX TECHNOLOGIES INC
|
36.7K | $6.8M | TRIM -10.4% | +95.21% | |
|
METC|RAMACO RES INC
|
182.3K | $6.1M | ADD +193.1% | +16.51% | |
|
VSEC|VSE CORP
|
34.4K | $5.7M | TRIM -13.0% | +63.65% | |
|
VUG|VANGUARD INDEX FDS
|
11.6K | $5.6M | TRIM -9.9% | +43.04% | |
|
JOBY|JOBY AVIATION INC
|
318.3K | $5.1M | TRIM -10.5% | +125.37% | |
|
IESC|IES HLDGS INC
|
12.1K | $4.8M | TRIM -12.1% | +72.65% | |
|
KARO|KAROOOOO LTD
|
82.6K | $4.7M | TRIM -2.5% | +31.39% | |
|
MOD|MODINE MFG CO
|
32.5K | $4.6M | ADD +67.9% | +20.88% | |
|
ADPT|ADAPTIVE BIOTECHNOLOGIES COR
|
291.2K | $4.4M | ADD +104.7% | +63.80% | |
|
ACWX|ISHARES TR
|
61.6K | $4.0M | ADD +179.0% | +34.03% | |
|
CVNA|CARVANA CO
|
10.5K | $3.9M | TRIM -10.6% | +57.79% | |
|
AAPL|APPLE INC
|
15.4K | $3.9M | ADD +80.1% | +15.29% | |
|
TSLA|TESLA INC
|
8.6K | $3.8M | ADD +27.8% | +39.81% | |
|
SOFI|SOFI TECHNOLOGIES INC
|
143.2K | $3.8M | TRIM -16.2% | +99.40% | |
|
PRCH|PORCH GROUP INC
|
217.4K | $3.6M | ADD +61.0% | -22.64% | |
|
AMPX|AMPRIUS TECHNOLOGIES INC
|
339.4K | $3.6M | ADD NEW | +32.33% | |
|
HCI|HCI GROUP INC
|
18.2K | $3.5M | ADD +30.0% | +15.18% | |
|
CCJ|CAMECO CORP
|
38.6K | $3.2M | TRIM -15.3% | +120.09% | |
|
QQEW|FIRST TR EXCHANGE-TRADED FD
|
22.5K | $3.2M | ADD NEW | +2.95% | |
|
CECO|CECO ENVIRONMENTAL CORP
|
60.2K | $3.1M | ADD +228.8% | +67.73% | |
|
SMR|NUSCALE PWR CORP
|
83.5K | $3.0M | TRIM -2.2% | -17.61% | |
|
PTON|PELOTON INTERACTIVE INC
|
324.4K | $2.9M | ADD +51.3% | -3.26% | |
|
AMSC|AMERICAN SUPERCONDUCTOR CORP
|
47.3K | $2.8M | ADD +0.1% | +31.59% | |
|
BELFB|BEL FUSE INC
|
19.5K | $2.8M | TRIM -4.2% | +168.12% | |
|
W|WAYFAIR INC
|
29.9K | $2.7M | ADD +72.8% | +124.54% | |
|
VO|VANGUARD INDEX FDS
|
8.7K | $2.6M | ADD NEW | +4.81% | |
|
CATH|GLOBAL X FDS
|
30.9K | $2.5M | TRIM -34.3% | +55.09% | |
|
DAVE|DAVE INC
|
12.4K | $2.5M | TRIM -1.5% | +4.97% | |
|
FSLR|FIRST SOLAR INC
|
11.2K | $2.5M | ADD NEW | +30.40% | |
|
ATRO|ASTRONICS CORP
|
54.0K | $2.5M | ADD +8.4% | +139.40% | |
|
IT|GARTNER INC
|
9.3K | $2.4M | TRIM -98.8% | — | |
|
AFRM|AFFIRM HLDGS INC
|
33.1K | $2.4M | ADD +10.2% | +33.33% | |
|
IE|IVANHOE ELECTRIC INC
|
188.3K | $2.4M | ADD +64.4% | +126.82% | |
|
CORT|CORCEPT THERAPEUTICS INC
|
28.4K | $2.4M | ADD +31.5% | -50.59% | |
|
PGY|PAGAYA TECHNOLOGIES LTD
|
75.9K | $2.3M | ADD +120.0% | -5.38% | |
|
ASPI|ASP ISOTOPES INC
|
232.9K | $2.2M | ADD +33.0% | +3.28% | |
|
KTOS|KRATOS DEFENSE & SEC SOLUTIO
|
23.7K | $2.2M | TRIM -31.3% | +253.86% | |
|
IRMD|IRADIMED CORP
|
28.5K | $2.0M | ADD +14.3% | +85.32% | |
|
FTI|TECHNIPFMC PLC
|
50.9K | $2.0M | TRIM -1.3% | +70.67% | |
|
CVLT|COMMVAULT SYS INC
|
10.4K | $2.0M | TRIM -20.9% | -28.19% | |
|
HHH|HOWARD HUGHES HOLDINGS INC
|
23.8K | $2.0M | ADD NEW | +13.82% | |
|
BBIO|BRIDGEBIO PHARMA INC
|
36.2K | $1.9M | ADD +1.4% | +115.27% | |
|
WRBY|WARBY PARKER INC
|
66.7K | $1.8M | TRIM -36.6% | -23.43% | |
|
FTAI|FTAI AVIATION LTD
|
10.8K | $1.8M | TRIM -26.3% | +132.89% | |
|
MIR|MIRION TECHNOLOGIES INC
|
76.1K | $1.8M | ADD +33.0% | +47.95% | |
|
TLN|TALEN ENERGY CORP
|
4.0K | $1.7M | TRIM -30.8% | +75.61% | |
|
LRN|STRIDE INC
|
11.2K | $1.7M | ADD +19.2% | -51.45% | |
|
SPY|SPDR S&P 500 ETF TR
|
2.5K | $1.7M | TRIM -2.9% | +27.19% | |
|
BBSI|BARRETT BUSINESS SVCS INC
|
36.8K | $1.6M | ADD +22.2% | -6.74% | |
|
RDVT|RED VIOLET INC
|
30.2K | $1.6M | ADD +11.7% | +10.99% | |
|
ODD|ODDITY TECH LTD
|
24.9K | $1.6M | TRIM -26.2% | -45.47% | |
|
LASR|NLIGHT INC
|
51.8K | $1.5M | ADD +70.3% | +139.76% | |
|
LMB|LIMBACH HLDGS INC
|
15.7K | $1.5M | ADD +0.1% | -29.43% | |
|
HURN|HURON CONSULTING GROUP INC
|
10.3K | $1.5M | TRIM -2.5% | +30.61% | |
|
RHLD|RESOLUTE HLDGS MGMT INC
|
20.9K | $1.5M | ADD +45.9% | +489.99% | |
|
CRS|CARPENTER TECHNOLOGY CORP
|
6.1K | $1.5M | TRIM -35.8% | +50.49% | |
|
CRDO|CREDO TECHNOLOGY GROUP HOLDI
|
10.1K | $1.5M | TRIM -58.6% | +150.29% | |
|
BKD|BROOKDALE SR LIVING INC
|
166.9K | $1.4M | ADD +98.6% | +58.31% | |
|
CEG|CONSTELLATION ENERGY CORP
|
4.2K | $1.4M | ADD +4.7% | +18.20% | |
|
ROAD|CONSTRUCTION PARTNERS INC
|
10.9K | $1.4M | TRIM -13.6% | +97.13% | |
|
OPLN|OPENLANE INC
|
47.7K | $1.4M | TRIM -5.3% | +41.50% | |
|
TEM|TEMPUS AI INC
|
16.8K | $1.4M | ADD +149.2% | +3.73% | |
|
ABCL|ABCELLERA BIOLOGICS INC
|
269.2K | $1.4M | ADD NEW | -3.91% | |
|
PTGX|PROTAGONIST THERAPEUTICS INC
|
20.3K | $1.4M | ADD +27.0% | +76.36% | |
|
SWIM|LATHAM GROUP INC
|
166.7K | $1.3M | ADD +39.8% | +7.94% | |
|
SKYW|SKYWEST INC
|
12.2K | $1.2M | ADD +3.0% | +1.94% | |
|
PCT|PURECYCLE TECHNOLOGIES INC
|
92.4K | $1.2M | ADD +1.2% | +35.40% | |
|
OPY|OPPENHEIMER HLDGS INC
|
16.3K | $1.2M | TRIM -9.1% | +26.86% | |
|
EMBJ|EMBRAER S.A.
|
19.9K | $1.2M | TRIM -10.9% | +57.70% | |
|
ESQ|ESQUIRE FINL HLDGS INC
|
11.7K | $1.2M | ADD +0.1% | +21.24% | |
|
VCTR|VICTORY CAP HLDGS INC
|
18.1K | $1.2M | TRIM -15.2% | +9.18% | |
|
IRS|IRSA INVERSIONES Y REP S A
|
95.3K | $1.1M | TRIM -41.7% | +16.60% | |
|
LQDT|LIQUIDITY SVCS INC
|
40.7K | $1.1M | ADD +0.1% | +27.62% | |
|
STRL|STERLING INFRASTRUCTURE INC
|
3.3K | $1.1M | TRIM -8.3% | +83.51% | |
|
PLPC|PREFORMED LINE PRODS CO
|
5.7K | $1.1M | ADD +0.1% | +78.28% | |
|
XERS|XERIS BIOPHARMA HOLDINGS INC
|
133.2K | $1.1M | ADD +0.1% | +62.00% | |
|
GH|GUARDANT HEALTH INC
|
17.3K | $1.1M | ADD +69.6% | +130.48% | |
|
MERUS|MERUS N V
|
11.5K | $1.1M | ADD +96.4% | — | |
|
TDUP|THREDUP INC
|
110.4K | $1.0M | ADD +108.3% | -33.08% | |
|
CW|CURTISS WRIGHT CORP
|
1.9K | $1.0M | TRIM -8.9% | +64.42% | |
|
ARLO|ARLO TECHNOLOGIES INC
|
60.5K | $1.0M | ADD +23.0% | -1.34% | |
|
PBI|PITNEY BOWES INC
|
88.5K | $1.0M | ADD +29.7% | +8.62% | |
|
GRAL|GRAIL INC
|
16.7K | $985.9K | TRIM -24.0% | +159.84% | |
|
REAX|THE REAL BROKERAGE INC
|
234.6K | $980.7K | TRIM -41.5% | -9.60% | |
|
MIRM|MIRUM PHARMACEUTICALS INC
|
13.3K | $977.9K | TRIM -14.0% | +108.54% | |
|
NRG|NRG ENERGY INC
|
6.0K | $973.2K | TRIM -2.0% | +5.24% | |
|
YOU|CLEAR SECURE INC
|
28.9K | $963.7K | ADD NEW | +1.79% | |
|
SION|SIONNA THERAPEUTICS INC
|
31.3K | $919.3K | ADD +84.1% | +132.80% | |
|
LTH|LIFE TIME GROUP HOLDINGS INC
|
32.7K | $903.6K | TRIM -33.4% | -9.53% | |
|
CRM|SALESFORCE INC
|
3.8K | $889.3K | TRIM -24.8% | — | |
|
ASTE|ASTEC INDS INC
|
18.1K | $871.5K | ADD +65.3% | +18.95% | |
|
ELF|E L F BEAUTY INC
|
6.5K | $858.2K | ADD +67.7% | -41.92% | |
|
MILLICOM INTL CELLULAR S A
|
17.7K | $857.3K | TRIM -5.8% | — | |
|
UTI|UNIVERSAL TECHNICAL INST INC
|
25.2K | $821.8K | TRIM -47.4% | -15.87% | |
|
CAAP|CORPORACION AMER ARPTS S A
|
43.7K | $791.0K | TRIM -36.2% | +29.06% | |
|
ACHR|ARCHER AVIATION INC
|
81.5K | $780.6K | TRIM -58.1% | -8.09% | |
|
CAKE|CHEESECAKE FACTORY INC
|
14.2K | $777.3K | TRIM -10.6% | +15.65% | |
|
AX|AXOS FINANCIAL INC
|
9.2K | $777.0K | ADD NEW | +8.34% | |
|
REAL|THE REALREAL INC
|
72.1K | $766.3K | ADD NEW | +114.45% | |
|
ATEC|ALPHATEC HLDGS INC
|
51.7K | $751.7K | ADD +51.2% | +37.84% | |
|
PG|PROCTER AND GAMBLE CO
|
4.8K | $745.2K | ADD NEW | -7.78% | |
|
ADP|AUTOMATIC DATA PROCESSING IN
|
2.5K | $722.3K | TRIM -97.4% | — | |
|
HIMS|HIMS & HERS HEALTH INC
|
12.6K | $716.0K | TRIM -9.5% | -39.24% | |
|
AEHR|AEHR TEST SYS
|
23.3K | $701.8K | ADD +11.0% | +167.99% | |
|
KO|COCA COLA CO
|
10.5K | $695.7K | ADD NEW | +2.00% | |
|
CMPO|COMPOSECURE INC
|
33.4K | $695.3K | TRIM -75.4% | +104.79% | |
|
OPFI|OPPFI INC
|
61.0K | $691.0K | ADD +0.3% | -14.64% | |
|
ADT|ADT INC DEL
|
78.1K | $680.6K | ADD +7.2% | +0.43% | |
|
SRRK|SCHOLAR ROCK HLDG CORP
|
18.1K | $672.6K | ADD NEW | +35.34% | |
|
SES|SES AI CORPORATION
|
399.1K | $666.6K | ADD NEW | +92.86% | |
|
NTNX|NUTANIX INC
|
8.8K | $656.1K | TRIM -2.1% | -33.86% | |
|
TMDX|TRANSMEDICS GROUP INC
|
5.7K | $638.4K | TRIM -50.0% | +18.19% | |
|
PEP|PEPSICO INC
|
4.5K | $635.9K | ADD NEW | +2.60% | |
|
VT|VANGUARD INTL EQUITY INDEX F
|
4.6K | $631.9K | TRIM -17.1% | +22.98% | |
|
SSYS|STRATASYS LTD
|
52.8K | $591.7K | TRIM -35.4% | +12.05% | |
|
WAL|WESTERN ALLIANCE BANCORP
|
6.7K | $576.9K | ADD +21.3% | +20.72% | |
|
NGVC|NATURAL GROCERS BY VITAMIN C
|
14.3K | $571.1K | TRIM -57.6% | -42.60% | |
|
CHEF|CHEFS WHSE INC
|
9.5K | $553.7K | ADD NEW | +0.94% | |
|
AYI|ACUITY INC
|
1.6K | $552.1K | ADD +4.1% | +21.61% | |
|
ASND|ASCENDIS PHARMA A/S
|
2.8K | $549.9K | ADD +1.7% | +32.33% | |
|
NSSC|NAPCO SEC TECHNOLOGIES INC
|
12.6K | $539.8K | ADD NEW | +27.65% | |
|
VST|VISTRA CORP
|
2.7K | $534.3K | TRIM -54.3% | +18.48% | |
|
DOCS|DOXIMITY INC
|
7.2K | $527.5K | ADD +21.9% | +12.37% | |
|
CPF|CENTRAL PAC FINL CORP
|
17.2K | $523.0K | ADD +0.1% | +21.67% | |
|
UNH|UNITEDHEALTH GROUP INC
|
1.5K | $511.9K | TRIM -76.0% | +7.01% | |
|
BABA|ALIBABA GROUP HLDG LTD
|
2.9K | $509.4K | ADD NEW | -29.10% | |
|
MCD|MCDONALDS CORP
|
1.7K | $504.2K | ADD NEW | +1.76% | |
|
ZG|ZILLOW GROUP INC
|
6.5K | $503.8K | ADD NEW | -14.06% | |
|
MLI|MUELLER INDS INC
|
5.0K | $503.2K | ADD NEW | +42.66% | |
|
SGOV|ISHARES TR
|
5.0K | $500.7K | — | +0.02% | |
|
PSTG|PURE STORAGE INC
|
6.0K | $499.8K | ADD NEW | +30.91% | |
|
GATES INDL CORP PLC
|
19.3K | $480.1K | ADD +3.9% | — | |
|
CAVA|CAVA GROUP INC
|
7.9K | $478.6K | ADD NEW | +3.00% | |
|
EVER|EVERQUOTE INC
|
20.9K | $477.3K | TRIM -27.6% | +5.90% | |
|
NTRA|NATERA INC
|
2.9K | $471.0K | TRIM -9.2% | +55.53% | |
|
SYM|SYMBOTIC INC
|
8.4K | $452.0K | TRIM -58.1% | +150.79% | |
|
XMTR|XOMETRY INC
|
8.3K | $451.6K | ADD +7.6% | +99.80% | |
|
BIDUN|BAIDU INC
|
3.4K | $449.7K | ADD NEW | — | |
|
MVST|MICROVAST HOLDINGS INC
|
113.2K | $435.6K | ADD NEW | -5.11% | |
|
NYAX|NAYAX LTD
|
9.1K | $434.4K | TRIM -27.8% | +41.99% | |
|
ADSK|AUTODESK INC
|
1.3K | $413.5K | TRIM -6.9% | +22.35% | |
|
OSCR|OSCAR HEALTH INC
|
21.5K | $407.7K | TRIM -55.1% | +23.11% | |
|
MEDP|MEDPACE HLDGS INC
|
792 | $407.2K | TRIM -82.8% | +261.34% | |
|
IHRT|IHEARTMEDIA INC
|
141.7K | $406.7K | ADD NEW | +80.28% | |
|
NTES|NETEASE INC
|
2.7K | $405.7K | TRIM -37.1% | +34.58% | |
|
META|META PLATFORMS INC
|
538 | $395.0K | ADD NEW | +166.38% | |
|
AVAV|AEROVIRONMENT INC
|
1.1K | $357.4K | ADD NEW | +49.99% | |
|
KOD|KODIAK SCIENCES INC
|
21.6K | $353.1K | ADD NEW | +209.74% | |
|
WLFC|WILLIS LEASE FIN CORP
|
2.6K | $352.6K | TRIM -51.3% | +22.86% | |
|
VOE|VANGUARD INDEX FDS
|
2.0K | $349.2K | ADD NEW | +8.81% | |
|
U|UNITY SOFTWARE INC
|
8.6K | $345.7K | ADD NEW | +18.13% | |
|
RBBN|RIBBON COMMUNICATIONS INC
|
87.2K | $331.5K | TRIM -33.0% | -21.94% | |
|
SG|SWEETGREEN INC
|
40.1K | $320.3K | ADD +77.2% | -36.34% | |
|
ALNY|ALNYLAM PHARMACEUTICALS INC
|
693 | $316.0K | ADD NEW | -18.85% | |
|
TWLO|TWILIO INC
|
3.0K | $301.4K | TRIM -77.4% | +5.54% | |
|
LUXE|LUXEXPERIENCE BV
|
30.5K | $259.3K | ADD +0.1% | -49.53% | |
|
PYPL|PAYPAL HLDGS INC
|
3.8K | $255.8K | TRIM -9.8% | — | |
|
RBRK|RUBRIK INC.
|
3.0K | $246.6K | ADD NEW | -20.20% | |
|
NKE|NIKE INC
|
3.5K | $244.7K | TRIM -4.0% | — | |
|
EOSE|EOS ENERGY ENTERPRISES INC
|
21.1K | $240.1K | ADD NEW | +166.25% | |
|
AWI|ARMSTRONG WORLD INDS INC NEW
|
1.2K | $232.7K | ADD NEW | +1.53% | |
|
TTAN|SERVICETITAN INC
|
2.2K | $226.1K | TRIM -35.2% | -21.34% | |
|
BEAM|BEAM THERAPEUTICS INC
|
9.1K | $221.7K | ADD NEW | +60.73% | |
|
AXON|AXON ENTERPRISE INC
|
299 | $214.6K | TRIM -67.6% | -12.08% | |
|
UPWK|UPWORK INC
|
11.4K | $211.4K | ADD NEW | +46.01% | |
|
APPF|APPFOLIO INC
|
753 | $207.6K | ADD NEW | +61.53% | |
|
GWRE|GUIDEWIRE SOFTWARE INC
|
902 | $207.3K | ADD NEW | -25.76% | |
|
CHWY|CHEWY INC
|
5.1K | $207.1K | ADD NEW | -14.44% | |
|
NMRK|NEWMARK GROUP INC
|
11.1K | $206.7K | ADD NEW | +1.80% | |
|
SVV|SAVERS VALUE VLG INC
|
13.0K | $172.5K | ADD NEW | -5.78% | |
|
OVER|BED BATH & BEYOND INC
|
15.2K | $148.5K | ADD NEW | — | |
|
NXE|NEXGEN ENERGY LTD
|
12.3K | $110.2K | ADD NEW | +66.95% | |
|
AUR|AURORA INNOVATION INC
|
18.4K | $99.0K | ADD NEW | -21.88% | |
|
BRLT|BRILLIANT EARTH GROUP INC
|
44.6K | $92.3K | ADD NEW | -15.46% |
Trading Activity for Polen Capital Management
|
Stock
Click to search
|
Action | Change | Shares After | Value | Est. Return |
|---|---|---|---|---|---|
| 2025-Q3 | |||||
|
AMZN|AMAZON COM INC
|
SELL | -19.22% | 11.2M | $2.5B | +99.5% |
|
MSFT|MICROSOFT CORP
|
SELL | -7.48% | 5.0M | $2.6B | — |
|
ORCL|ORACLE CORP
|
SELL | -22.49% | 9.3M | $2.6B | +66.1% |
|
V|VISA INC
|
SELL | -22.65% | 4.3M | $1.5B | — |
|
SHOP|SHOPIFY INC
|
SELL | -24.71% | 11.1M | $1.6B | +115.1% |
|
MA|MASTERCARD INCORPORATED
|
SELL | -8.38% | 2.7M | $1.6B | — |
|
AVGO|BROADCOM INC
|
BUY | NEW | 4.5M | $1.5B | — |
|
ABT|ABBOTT LABS
|
SELL | -30.45% | 7.4M | $994M | +44.0% |
|
LLY|ELI LILLY & CO
|
SELL | -6.61% | 1.6M | $1.2B | +2.9% |
|
ZTS|ZOETIS INC
|
SELL | -10.74% | 7.5M | $1.1B | — |
|
ADBE|ADOBE INC
|
SELL | -44.67% | 1.9M | $655M | — |
|
NOW|SERVICENOW INC
|
SELL | -4.49% | 1.1M | $1.0B | +148.1% |
|
NVDA|NVIDIA CORPORATION
|
BUY | NEW | 6.3M | $1.2B | — |
|
GOOG|ALPHABET INC
|
SELL | -29.29% | 4.6M | $1.1B | — |
|
NFLX|NETFLIX INC
|
SELL | -41.26% | 478.9K | $574M | +217.6% |
|
MSCI|MSCI INC
|
SELL | -9.04% | 1.6M | $899M | +11.6% |
|
AON|AON PLC
|
SELL | -9.30% | 2.5M | $888M | +6.8% |
|
ABNB|AIRBNB INC
|
SELL | -45.96% | 4.0M | $483M | -16.2% |
|
TMO|THERMO FISHER SCIENTIFIC INC
|
SELL | -94.77% | 114.5K | $56M | -13.4% |
|
SBUX|STARBUCKS CORP
|
SELL | -8.14% | 8.9M | $751M | -3.7% |
|
ACCENTURE PLC IRELAND
|
SELL | -16.47% | 2.5M | $607M | — |
|
WDAY|WORKDAY INC
|
SELL | -47.86% | 1.9M | $448M | +12.1% |
|
IDXX|IDEXX LABS INC
|
SELL | -5.71% | 1.1M | $720M | +26.4% |
|
PAYC|PAYCOM SOFTWARE INC
|
SELL | -8.98% | 2.6M | $549M | +32.0% |
|
CSGP|COSTAR GROUP INC
|
SELL | -7.84% | 6.4M | $538M | +16.9% |
|
BSX|BOSTON SCIENTIFIC CORP
|
BUY | NEW | 5.6M | $547M | — |
|
SNPS|SYNOPSYS INC
|
BUY | NEW | 1.0M | $515M | — |
|
INTU|INTUIT
|
BUY | NEW | 661.7K | $452M | — |
|
UBER|UBER TECHNOLOGIES INC
|
BUY | NEW | 4.6M | $448M | — |
|
IT|GARTNER INC
|
SELL | -98.81% | 9.3K | $2M | — |
|
MELI|MERCADOLIBRE INC
|
SELL | -20.38% | 49.5K | $116M | +45.5% |
|
SAP|SAP SE
|
SELL | -29.09% | 345.0K | $92M | — |
|
GOOGL|ALPHABET INC
|
SELL | -23.64% | 473.4K | $115M | — |
|
IWF|ISHARES TR
|
BUY | +0.99% | 227.9K | $107M | — |
|
WTW|WILLIS TOWERS WATSON PLC LTD
|
SELL | -30.02% | 219.8K | $76M | +2.4% |
|
ICLR|ICON PLC
|
SELL | -17.94% | 443.5K | $78M | — |
|
TSM|TAIWAN SEMICONDUCTOR MFG LTD
|
BUY | NEW | 177.1K | $49M | — |
|
HDB|HDFC BANK LTD
|
BUY | +3.97% | 593.4K | $20M | — |
|
ASML|ASML HOLDING N V
|
SELL | -55.54% | 19.8K | $19M | +1.6% |
|
NU|NU HLDGS LTD
|
SELL | -38.03% | 1.5M | $25M | +4.9% |
|
MNDY|MONDAY COM LTD
|
BUY | +28.94% | 125.8K | $24M | — |
|
ADP|AUTOMATIC DATA PROCESSING IN
|
SELL | -97.40% | 2.5K | $722317 | — |
|
ACWI|ISHARES TR
|
BUY | +115.06% | 190.4K | $26M | — |
|
ONON|ON HLDG AG
|
SELL | -47.25% | 258.4K | $11M | -0.7% |
|
GLOB|GLOBANT S A
|
SELL | -50.51% | 135.1K | $8M | -61.7% |
|
SPOT|SPOTIFY TECHNOLOGY S A
|
SELL | -62.39% | 11.1K | $8M | +56.9% |
|
MDT|MEDTRONIC PLC
|
SELL | -46.80% | 125.0K | $12M | — |
|
TME|TENCENT MUSIC ENTMT GROUP
|
SELL | -43.40% | 561.4K | $13M | +171.4% |
|
IBN|ICICI BANK LIMITED
|
SELL | -55.19% | 224.3K | $7M | -1.8% |
|
HYG|ISHARES TR
|
BUY | NEW | 200.0K | $16M | — |
|
SE|SEA LTD
|
SELL | -16.32% | 70.2K | $13M | +13.8% |
|
NVO|NOVO-NORDISK A S
|
SELL | EXIT | — | — | -38.3% |
|
BE|BLOOM ENERGY CORP
|
BUY | +92.33% | 131.4K | $11M | — |
|
MAKEMYTRIP LIMITED MAURITIUS
|
SELL | -16.84% | 87.3K | $8M | — |
|
AGX|ARGAN INC
|
SELL | -16.26% | 37.5K | $10M | +26.6% |
|
DLO|DLOCAL LTD
|
BUY | +15.43% | 699.4K | $10M | — |
|
RSP|INVESCO EXCHANGE TRADED FD T
|
BUY | NEW | 44.8K | $8M | — |
|
PDD|PDD HOLDINGS INC
|
SELL | -1.60% | 63.3K | $8M | -12.9% |
|
WGS|GENEDX HOLDINGS CORP
|
SELL | -15.82% | 68.2K | $7M | +58.5% |
|
VIST|VISTA ENERGY S.A.B. DE C.V.
|
BUY | NEW | 211.0K | $7M | — |
|
POWL|POWELL INDS INC
|
SELL | -7.21% | 23.4K | $7M | +40.8% |
|
BWXT|BWX TECHNOLOGIES INC
|
SELL | -10.45% | 36.7K | $7M | +49.8% |
|
METC|RAMACO RES INC
|
BUY | +193.11% | 182.3K | $6M | — |
|
VSEC|VSE CORP
|
SELL | -13.04% | 34.4K | $6M | +24.8% |
|
VUG|VANGUARD INDEX FDS
|
SELL | -9.93% | 11.6K | $6M | +21.6% |
|
JOBY|JOBY AVIATION INC
|
SELL | -10.46% | 318.3K | $5M | +120.5% |
|
IESC|IES HLDGS INC
|
SELL | -12.13% | 12.1K | $5M | +38.0% |
|
KARO|KAROOOOO LTD
|
SELL | -2.55% | 82.6K | $5M | +14.0% |
|
MOD|MODINE MFG CO
|
BUY | +67.94% | 32.5K | $5M | — |
|
ADPT|ADAPTIVE BIOTECHNOLOGIES COR
|
BUY | +104.70% | 291.2K | $4M | — |
|
ACWX|ISHARES TR
|
BUY | +179.01% | 61.6K | $4M | — |
|
CVNA|CARVANA CO
|
SELL | -10.59% | 10.5K | $4M | +21.5% |
|
AAPL|APPLE INC
|
BUY | +80.10% | 15.4K | $4M | — |
|
TSLA|TESLA INC
|
BUY | +27.79% | 8.6K | $4M | — |
|
SOFI|SOFI TECHNOLOGIES INC
|
SELL | -16.20% | 143.2K | $4M | +75.6% |
|
PRCH|PORCH GROUP INC
|
BUY | +61.03% | 217.4K | $4M | — |
|
AMPX|AMPRIUS TECHNOLOGIES INC
|
BUY | NEW | 339.4K | $4M | — |
|
CATH|GLOBAL X FDS
|
SELL | -34.32% | 30.9K | $3M | +45.1% |
|
HCI|HCI GROUP INC
|
BUY | +30.03% | 18.2K | $3M | — |
|
DAVE|DAVE INC
|
SELL | -1.52% | 12.4K | $2M | +16.5% |
|
CCJ|CAMECO CORP
|
SELL | -15.33% | 38.6K | $3M | +50.0% |
|
SMR|NUSCALE PWR CORP
|
SELL | -2.20% | 83.5K | $3M | +64.3% |
|
QQEW|FIRST TR EXCHANGE-TRADED FD
|
BUY | NEW | 22.5K | $3M | — |
|
CECO|CECO ENVIRONMENTAL CORP
|
BUY | +228.78% | 60.2K | $3M | — |
|
PTON|PELOTON INTERACTIVE INC
|
BUY | +51.32% | 324.4K | $3M | — |
|
AMSC|AMERICAN SUPERCONDUCTOR CORP
|
BUY | +0.15% | 47.3K | $3M | — |
|
BELFB|BEL FUSE INC
|
SELL | -4.15% | 19.5K | $3M | +79.6% |
|
W|WAYFAIR INC
|
BUY | +72.75% | 29.9K | $3M | — |
|
CRS|CARPENTER TECHNOLOGY CORP
|
SELL | -35.76% | 6.1K | $1M | +10.1% |
|
VO|VANGUARD INDEX FDS
|
BUY | NEW | 8.7K | $3M | — |
|
ODD|ODDITY TECH LTD
|
SELL | -26.20% | 24.9K | $2M | -3.5% |
|
FSLR|FIRST SOLAR INC
|
BUY | NEW | 11.2K | $2M | — |
|
ATRO|ASTRONICS CORP
|
BUY | +8.44% | 54.0K | $2M | — |
|
AFRM|AFFIRM HLDGS INC
|
BUY | +10.22% | 33.1K | $2M | — |
|
IE|IVANHOE ELECTRIC INC
|
BUY | +64.37% | 188.3K | $2M | — |
|
CORT|CORCEPT THERAPEUTICS INC
|
BUY | +31.46% | 28.4K | $2M | — |
|
WRBY|WARBY PARKER INC
|
SELL | -36.57% | 66.7K | $2M | -31.5% |
|
CVLT|COMMVAULT SYS INC
|
SELL | -20.90% | 10.4K | $2M | +3.1% |
|
IRS|IRSA INVERSIONES Y REP S A
|
SELL | -41.74% | 95.3K | $1M | +2.4% |
|
CRDO|CREDO TECHNOLOGY GROUP HOLDI
|
SELL | -58.62% | 10.1K | $1M | +96.9% |
|
PGY|PAGAYA TECHNOLOGIES LTD
|
BUY | +120.02% | 75.9K | $2M | — |
|
ASPI|ASP ISOTOPES INC
|
BUY | +32.99% | 232.9K | $2M | — |
|
LMB|LIMBACH HLDGS INC
|
BUY | +0.15% | 15.7K | $2M | — |
|
KTOS|KRATOS DEFENSE & SEC SOLUTIO
|
SELL | -31.31% | 23.7K | $2M | +82.6% |
|
ACHR|ARCHER AVIATION INC
|
SELL | -58.14% | 81.5K | $780626 | +1.9% |
|
LOMA|LOMA NEGRA C I A S A MTN 14
|
SELL | EXIT | — | — | -9.1% |
|
CNM|CORE & MAIN INC
|
SELL | EXIT | — | — | +90.9% |
|
IRMD|IRADIMED CORP
|
BUY | +14.34% | 28.5K | $2M | — |
|
FTI|TECHNIPFMC PLC
|
SELL | -1.28% | 50.9K | $2M | +17.9% |
|
ENVX|ENOVIX CORPORATION
|
SELL | EXIT | — | — | +37.9% |
|
GGAL|GRUPO FINANCIERO GALICIA S.A
|
SELL | EXIT | — | — | -19.1% |
|
HHH|HOWARD HUGHES HOLDINGS INC
|
BUY | NEW | 23.8K | $2M | — |
|
UNH|UNITEDHEALTH GROUP INC
|
SELL | -75.98% | 1.5K | $511943 | -4.1% |
|
CMPO|COMPOSECURE INC
|
SELL | -75.40% | 33.4K | $695284 | +50.5% |
|
BBIO|BRIDGEBIO PHARMA INC
|
BUY | +1.44% | 36.2K | $2M | — |
|
EXLS|EXLSERVICE HOLDINGS INC
|
SELL | EXIT | — | — | +45.7% |
|
REAX|THE REAL BROKERAGE INC
|
SELL | -41.54% | 234.6K | $980737 | +2.8% |
|
FTAI|FTAI AVIATION LTD
|
SELL | -26.31% | 10.8K | $2M | +24.4% |
|
MIR|MIRION TECHNOLOGIES INC
|
BUY | +33.01% | 76.1K | $2M | — |
|
GSHD|GOOSEHEAD INS INC
|
SELL | EXIT | — | — | -5.6% |
|
TLN|TALEN ENERGY CORP
|
SELL | -30.79% | 4.0K | $2M | +58.2% |
|
LRN|STRIDE INC
|
BUY | +19.25% | 11.2K | $2M | — |
|
PCTY|PAYLOCITY HLDG CORP
|
SELL | EXIT | — | — | +8.7% |
|
SPY|SPDR S&P 500 ETF TR
|
SELL | -2.90% | 2.5K | $2M | +13.2% |
|
TWLO|TWILIO INC
|
SELL | -77.38% | 3.0K | $301371 | -6.2% |
|
BBSI|BARRETT BUSINESS SVCS INC
|
BUY | +22.19% | 36.8K | $2M | — |
|
UTI|UNIVERSAL TECHNICAL INST INC
|
SELL | -47.41% | 25.2K | $821790 | -12.2% |
|
RDVT|RED VIOLET INC
|
BUY | +11.68% | 30.2K | $2M | — |
|
LASR|NLIGHT INC
|
BUY | +70.31% | 51.8K | $2M | — |
|
TMDX|TRANSMEDICS GROUP INC
|
SELL | -50.02% | 5.7K | $638418 | -3.9% |
|
HURN|HURON CONSULTING GROUP INC
|
SELL | -2.55% | 10.3K | $2M | -4.2% |
|
RHLD|RESOLUTE HLDGS MGMT INC
|
BUY | +45.88% | 20.9K | $2M | — |
|
LTH|LIFE TIME GROUP HOLDINGS INC
|
SELL | -33.38% | 32.7K | $903624 | -3.6% |
|
MEDP|MEDPACE HLDGS INC
|
SELL | -82.81% | 792 | $407215 | +53.3% |
|
IOT|SAMSARA INC
|
SELL | EXIT | — | — | -5.1% |
|
HLNE|HAMILTON LANE INC
|
SELL | EXIT | — | — | +96.8% |
|
PGNY|PROGYNY INC
|
SELL | EXIT | — | — | -51.8% |
|
BKD|BROOKDALE SR LIVING INC
|
BUY | +98.61% | 166.9K | $1M | — |
|
CAAP|CORPORACION AMER ARPTS S A
|
SELL | -36.16% | 43.7K | $790956 | +1.4% |
|
CEG|CONSTELLATION ENERGY CORP
|
BUY | +4.71% | 4.2K | $1M | — |
|
ROAD|CONSTRUCTION PARTNERS INC
|
SELL | -13.59% | 10.9K | $1M | +98.3% |
|
OPLN|OPENLANE INC
|
SELL | -5.28% | 47.7K | $1M | +27.4% |
|
NSIT|INSIGHT ENTERPRISES INC
|
SELL | EXIT | — | — | -29.6% |
|
VCTR|VICTORY CAP HLDGS INC
|
SELL | -15.20% | 18.1K | $1M | +12.5% |
|
CRM|SALESFORCE INC
|
SELL | -24.79% | 3.8K | $889335 | +33.3% |
|
TEM|TEMPUS AI INC
|
BUY | +149.22% | 16.8K | $1M | — |
|
ABCL|ABCELLERA BIOLOGICS INC
|
BUY | NEW | 269.2K | $1M | — |
|
SHAK|SHAKE SHACK INC
|
SELL | EXIT | — | — | -7.0% |
|
PTGX|PROTAGONIST THERAPEUTICS INC
|
BUY | +27.04% | 20.3K | $1M | — |
|
NGVC|NATURAL GROCERS BY VITAMIN C
|
SELL | -57.60% | 14.3K | $571080 | -17.1% |
|
RMBS*|RAMBUS INC DEL
|
SELL | EXIT | — | — | — |
|
SWIM|LATHAM GROUP INC
|
BUY | +39.82% | 166.7K | $1M | — |
|
EMBJ|EMBRAER S.A.
|
SELL | -10.89% | 19.9K | $1M | +22.0% |
|
PCT|PURECYCLE TECHNOLOGIES INC
|
BUY | +1.16% | 92.4K | $1M | — |
|
BDC|BELDEN INC
|
SELL | EXIT | — | — | +8.0% |
|
SKYW|SKYWEST INC
|
BUY | +3.04% | 12.2K | $1M | — |
|
OPY|OPPENHEIMER HLDGS INC
|
SELL | -9.11% | 16.3K | $1M | +16.5% |
|
FN|FABRINET
|
SELL | EXIT | — | — | +38.4% |
|
ESQ|ESQUIRE FINL HLDGS INC
|
BUY | +0.15% | 11.7K | $1M | — |
|
VST|VISTRA CORP
|
SELL | -54.34% | 2.7K | $534274 | +29.4% |
|
ITRI|ITRON INC
|
SELL | EXIT | — | — | +11.1% |
|
GRAL|GRAIL INC
|
SELL | -24.00% | 16.7K | $985874 | -2.4% |
|
LQDT|LIQUIDITY SVCS INC
|
BUY | +0.15% | 40.7K | $1M | — |
|
STRL|STERLING INFRASTRUCTURE INC
|
SELL | -8.29% | 3.3K | $1M | +52.5% |
|
PLPC|PREFORMED LINE PRODS CO
|
BUY | +0.14% | 5.7K | $1M | — |
|
XERS|XERIS BIOPHARMA HOLDINGS INC
|
BUY | +0.15% | 133.2K | $1M | — |
|
GH|GUARDANT HEALTH INC
|
BUY | +69.61% | 17.3K | $1M | — |
|
MERUS|MERUS N V
|
BUY | +96.43% | 11.5K | $1M | — |
|
FVRR|FIVERR INTL LTD
|
SELL | EXIT | — | — | -18.5% |
|
TDUP|THREDUP INC
|
BUY | +108.29% | 110.4K | $1M | — |
|
CW|CURTISS WRIGHT CORP
|
SELL | -8.88% | 1.9K | $1M | +21.4% |
|
OSCR|OSCAR HEALTH INC
|
SELL | -55.13% | 21.5K | $407676 | +16.4% |
|
SUPV|GRUPO SUPERVIELLE S.A.
|
SELL | EXIT | — | — | -31.3% |
|
ARLO|ARLO TECHNOLOGIES INC
|
BUY | +22.96% | 60.5K | $1M | — |
|
OLLI|OLLIES BARGAIN OUTLET HLDGS
|
SELL | EXIT | — | — | +76.1% |
|
PBI|PITNEY BOWES INC
|
BUY | +29.69% | 88.5K | $1M | — |
|
BROS|DUTCH BROS INC
|
SELL | EXIT | — | — | +41.6% |
|
SFM|SPROUTS FMRS MKT INC
|
SELL | EXIT | — | — | -9.5% |
|
CAKE|CHEESECAKE FACTORY INC
|
SELL | -10.55% | 14.2K | $777309 | +17.9% |
|
NRG|NRG ENERGY INC
|
SELL | -2.01% | 6.0K | $973158 | +2.1% |
|
MIRM|MIRUM PHARMACEUTICALS INC
|
SELL | -13.98% | 13.3K | $977882 | +47.2% |
|
YOU|CLEAR SECURE INC
|
BUY | NEW | 28.9K | $963714 | — |
|
SSYS|STRATASYS LTD
|
SELL | -35.36% | 52.8K | $591674 | +4.7% |
|
WSC|WILLSCOT HLDGS CORP
|
SELL | EXIT | — | — | -33.4% |
|
SION|SIONNA THERAPEUTICS INC
|
BUY | +84.14% | 31.3K | $919298 | — |
|
ASTE|ASTEC INDS INC
|
BUY | +65.28% | 18.1K | $871538 | — |
|
HQY|HEALTHEQUITY INC
|
SELL | EXIT | — | — | -4.0% |
|
ELF|E L F BEAUTY INC
|
BUY | +67.65% | 6.5K | $858205 | — |
|
MILLICOM INTL CELLULAR S A
|
SELL | -5.82% | 17.7K | $857313 | — |
|
OPFI|OPPFI INC
|
BUY | +0.35% | 61.0K | $690971 | — |
|
IBP|INSTALLED BLDG PRODS INC
|
SELL | EXIT | — | — | +14.2% |
|
SYM|SYMBOTIC INC
|
SELL | -58.08% | 8.4K | $451952 | +89.6% |
|
AX|AXOS FINANCIAL INC
|
BUY | NEW | 9.2K | $777002 | — |
|
REAL|THE REALREAL INC
|
BUY | NEW | 72.1K | $766295 | — |
|
RVLV|REVOLVE GROUP INC
|
SELL | EXIT | — | — | -24.8% |
|
AXON|AXON ENTERPRISE INC
|
SELL | -67.57% | 299 | $214574 | +3.7% |
|
WLFC|WILLIS LEASE FIN CORP
|
SELL | -51.26% | 2.6K | $352595 | +3.6% |
|
ATEC|ALPHATEC HLDGS INC
|
BUY | +51.20% | 51.7K | $751718 | — |
|
PG|PROCTER AND GAMBLE CO
|
BUY | NEW | 4.8K | $745203 | — |
|
HNST|HONEST CO INC
|
SELL | EXIT | — | — | -17.0% |
|
MRX|MAREX GROUP PLC
|
SELL | EXIT | — | — | -12.2% |
|
KRNT|KORNIT DIGITAL LTD
|
SELL | EXIT | — | — | -20.6% |
|
HIMS|HIMS & HERS HEALTH INC
|
SELL | -9.50% | 12.6K | $716033 | -2.2% |
|
VT|VANGUARD INTL EQUITY INDEX F
|
SELL | -17.13% | 4.6K | $631889 | +12.7% |
|
AEHR|AEHR TEST SYS
|
BUY | +10.99% | 23.3K | $701804 | — |
|
EVER|EVERQUOTE INC
|
SELL | -27.55% | 20.9K | $477320 | +1.9% |
|
KO|COCA COLA CO
|
BUY | NEW | 10.5K | $695697 | — |
|
NTNX|NUTANIX INC
|
SELL | -2.12% | 8.8K | $656120 | +1.1% |
|
ADT|ADT INC DEL
|
BUY | +7.15% | 78.1K | $680573 | — |
|
SRRK|SCHOLAR ROCK HLDG CORP
|
BUY | NEW | 18.1K | $672554 | — |
|
SES|SES AI CORPORATION
|
BUY | NEW | 399.1K | $666554 | — |
|
PLNT|PLANET FITNESS INC
|
SELL | EXIT | — | — | +7.5% |
|
PEP|PEPSICO INC
|
BUY | NEW | 4.5K | $635912 | — |
|
NYAX|NAYAX LTD
|
SELL | -27.78% | 9.1K | $434394 | +11.6% |
|
WAL|WESTERN ALLIANCE BANCORP
|
BUY | +21.32% | 6.7K | $576861 | — |
|
NTES|NETEASE INC
|
SELL | -37.08% | 2.7K | $405661 | +32.8% |
|
ALKT|ALKAMI TECHNOLOGY INC
|
SELL | EXIT | — | — | -10.7% |
|
LVS|LAS VEGAS SANDS CORP
|
SELL | EXIT | — | — | -4.4% |
|
ADMA|ADMA BIOLOGICS INC
|
SELL | EXIT | — | — | -15.0% |
|
CHEF|CHEFS WHSE INC
|
BUY | NEW | 9.5K | $553727 | — |
|
AYI|ACUITY INC
|
BUY | +4.09% | 1.6K | $552057 | — |
|
ASND|ASCENDIS PHARMA A/S
|
BUY | +1.73% | 2.8K | $549908 | — |
|
NTRA|NATERA INC
|
SELL | -9.22% | 2.9K | $470998 | +4.6% |
|
NSSC|NAPCO SEC TECHNOLOGIES INC
|
BUY | NEW | 12.6K | $539753 | — |
|
TGTX|TG THERAPEUTICS INC
|
SELL | EXIT | — | — | -11.8% |
|
DOCS|DOXIMITY INC
|
BUY | +21.91% | 7.2K | $527485 | — |
|
CPF|CENTRAL PAC FINL CORP
|
BUY | +0.15% | 17.2K | $522971 | — |
|
RBBN|RIBBON COMMUNICATIONS INC
|
SELL | -32.98% | 87.2K | $331535 | +9.4% |
|
MLR|MILLER INDS INC TENN
|
SELL | EXIT | — | — | -4.6% |
|
BABA|ALIBABA GROUP HLDG LTD
|
BUY | NEW | 2.9K | $509381 | — |
|
MCD|MCDONALDS CORP
|
BUY | NEW | 1.7K | $504154 | — |
|
ZG|ZILLOW GROUP INC
|
BUY | NEW | 6.5K | $503830 | — |
|
MLI|MUELLER INDS INC
|
BUY | NEW | 5.0K | $503224 | — |
|
PSTG|PURE STORAGE INC
|
BUY | NEW | 6.0K | $499759 | — |
|
PHR|PHREESIA INC
|
SELL | EXIT | — | — | +7.5% |
|
SITM|SITIME CORP
|
SELL | EXIT | — | — | +10.4% |
|
GATES INDL CORP PLC
|
BUY | +3.92% | 19.3K | $480118 | — |
|
CAVA|CAVA GROUP INC
|
BUY | NEW | 7.9K | $478568 | — |
|
HLI|HOULIHAN LOKEY INC
|
SELL | EXIT | — | — | +169.8% |
|
XMTR|XOMETRY INC
|
BUY | +7.63% | 8.3K | $451556 | — |
|
BIDUN|BAIDU INC
|
BUY | NEW | 3.4K | $449731 | — |
|
MVST|MICROVAST HOLDINGS INC
|
BUY | NEW | 113.2K | $435628 | — |
|
ADSK|AUTODESK INC
|
SELL | -6.93% | 1.3K | $413542 | +41.5% |
|
YPF|YPF SOCIEDAD ANONIMA
|
SELL | EXIT | — | — | -8.1% |
|
ALSN|ALLISON TRANSMISSION HLDGS I
|
SELL | EXIT | — | — | -9.2% |
|
IHRT|IHEARTMEDIA INC
|
BUY | NEW | 141.7K | $406705 | — |
|
META|META PLATFORMS INC
|
BUY | NEW | 538 | $394995 | — |
|
FSV|FIRSTSERVICE CORP NEW
|
SELL | EXIT | — | — | +47.0% |
|
CCC|CCC INTELLIGENT SOLUTIONS HL
|
SELL | EXIT | — | — | -0.1% |
|
OCS|OCULIS HOLDING AG
|
SELL | EXIT | — | — | -3.4% |
|
KRUS|KURA SUSHI USA INC
|
SELL | EXIT | — | — | +25.6% |
|
TTAN|SERVICETITAN INC
|
SELL | -35.22% | 2.2K | $226061 | -4.0% |
|
AIT|APPLIED INDL TECHNOLOGIES IN
|
SELL | EXIT | — | — | +25.8% |
|
GNRC|GENERAC HLDGS INC
|
SELL | EXIT | — | — | +52.4% |
|
AVAV|AEROVIRONMENT INC
|
BUY | NEW | 1.1K | $357400 | — |
|
KOD|KODIAK SCIENCES INC
|
BUY | NEW | 21.6K | $353052 | — |
|
VOE|VANGUARD INDEX FDS
|
BUY | NEW | 2.0K | $349160 | — |
|
U|UNITY SOFTWARE INC
|
BUY | NEW | 8.6K | $345745 | — |
|
AXSM|AXSOME THERAPEUTICS INC
|
SELL | EXIT | — | — | +6.0% |
|
SG|SWEETGREEN INC
|
BUY | +77.18% | 40.1K | $320261 | — |
|
PLTR|PALANTIR TECHNOLOGIES INC
|
SELL | EXIT | — | — | +29.3% |
|
PNTG|PENNANT GROUP INC
|
SELL | EXIT | — | — | -11.4% |
|
TREX|TREX CO INC
|
SELL | EXIT | — | — | — |
|
ALNY|ALNYLAM PHARMACEUTICALS INC
|
BUY | NEW | 693 | $316008 | — |
|
PYPL|PAYPAL HLDGS INC
|
SELL | -9.77% | 3.8K | $255830 | -28.4% |
|
HEPS|D MARKET ELECTR SVCS & TRADI
|
SELL | EXIT | — | — | +4.5% |
|
INTA|INTAPP INC
|
SELL | EXIT | — | — | -20.4% |
|
BL|BLACKLINE INC
|
SELL | EXIT | — | — | -43.9% |
|
BFLY|BUTTERFLY NETWORK INC
|
SELL | EXIT | — | — | -30.0% |
|
NKE|NIKE INC
|
SELL | -3.97% | 3.5K | $244710 | — |
|
LUXE|LUXEXPERIENCE BV
|
BUY | +0.15% | 30.5K | $259284 | — |
|
CWAN|CLEARWATER ANALYTICS HLDGS I
|
SELL | EXIT | — | — | +13.8% |
|
RBRK|RUBRIK INC.
|
BUY | NEW | 3.0K | $246586 | — |
|
EOSE|EOS ENERGY ENTERPRISES INC
|
BUY | NEW | 21.1K | $240101 | — |
|
RGEN|REPLIGEN CORP
|
SELL | EXIT | — | — | -20.4% |
|
AAON|AAON INC
|
SELL | EXIT | — | — | -8.8% |
|
AWI|ARMSTRONG WORLD INDS INC NEW
|
BUY | NEW | 1.2K | $232664 | — |
|
BEAM|BEAM THERAPEUTICS INC
|
BUY | NEW | 9.1K | $221658 | — |
|
IVV|ISHARES TR
|
SELL | EXIT | — | — | +9.8% |
|
SITE|SITEONE LANDSCAPE SUPPLY INC
|
SELL | EXIT | — | — | +3.2% |
|
UPWK|UPWORK INC
|
BUY | NEW | 11.4K | $211401 | — |
|
APPF|APPFOLIO INC
|
BUY | NEW | 753 | $207572 | — |
|
QLYS|QUALYS INC
|
SELL | EXIT | — | — | +17.1% |
|
GWRE|GUIDEWIRE SOFTWARE INC
|
BUY | NEW | 902 | $207334 | — |
|
CHWY|CHEWY INC
|
BUY | NEW | 5.1K | $207144 | — |
|
NMRK|NEWMARK GROUP INC
|
BUY | NEW | 11.1K | $206661 | — |
|
SVV|SAVERS VALUE VLG INC
|
BUY | NEW | 13.0K | $172542 | — |
|
OVER|BED BATH & BEYOND INC
|
BUY | NEW | 15.2K | $148456 | — |
|
NXE|NEXGEN ENERGY LTD
|
BUY | NEW | 12.3K | $110157 | — |
|
AUR|AURORA INNOVATION INC
|
BUY | NEW | 18.4K | $98987 | — |
|
BRLT|BRILLIANT EARTH GROUP INC
|
BUY | NEW | 44.6K | $92293 | — |
| 2025-Q2 | |||||
|
AMZN|AMAZON COM INC
|
SELL | -21.56% | 13.9M | $3.1B | +78.1% |
|
MSFT|MICROSOFT CORP
|
SELL | -8.67% | 5.4M | $2.7B | — |
|
ORCL|ORACLE CORP
|
SELL | -4.96% | 12.0M | $2.6B | +6.8% |
|
V|VISA INC
|
SELL | -6.85% | 5.6M | $2.0B | — |
|
MA|MASTERCARD INCORPORATED
|
SELL | -6.82% | 3.0M | $1.7B | — |
|
SHOP|SHOPIFY INC
|
SELL | -3.80% | 14.7M | $1.7B | +58.4% |
|
ABT|ABBOTT LABS
|
SELL | -6.29% | 10.7M | $1.5B | +44.8% |
|
LLY|ELI LILLY & CO
|
SELL | -0.95% | 1.7M | $1.4B | +5.3% |
|
ZTS|ZOETIS INC
|
SELL | -4.27% | 8.4M | $1.3B | — |
|
ADBE|ADOBE INC
|
BUY | +19.09% | 3.4M | $1.3B | — |
|
NOW|SERVICENOW INC
|
BUY | +23.92% | 1.2M | $1.2B | — |
|
AON|AON PLC
|
SELL | -8.71% | 2.7M | $980M | +6.6% |
|
GOOG|ALPHABET INC
|
SELL | -11.73% | 6.6M | $1.2B | — |
|
TMO|THERMO FISHER SCIENTIFIC INC
|
SELL | -5.69% | 2.2M | $888M | -24.6% |
|
NFLX|NETFLIX INC
|
SELL | -8.20% | 815.2K | $1.1B | +201.5% |
|
MSCI|MSCI INC
|
SELL | -6.78% | 1.7M | $1.0B | +9.3% |
|
ACCENTURE PLC IRELAND
|
SELL | -8.14% | 2.9M | $881M | — |
|
ABNB|AIRBNB INC
|
SELL | -4.82% | 7.4M | $973M | -16.2% |
|
WDAY|WORKDAY INC
|
SELL | -9.45% | 3.6M | $857M | +17.9% |
|
SBUX|STARBUCKS CORP
|
BUY | +88.35% | 9.7M | $886M | — |
|
PAYC|PAYCOM SOFTWARE INC
|
SELL | -6.50% | 2.9M | $670M | +36.4% |
|
IDXX|IDEXX LABS INC
|
BUY | NEW | 1.2M | $641M | — |
|
AAPL|APPLE INC
|
SELL | -99.68% | 8.5K | $2M | -10.2% |
|
CSGP|COSTAR GROUP INC
|
BUY | +4.88% | 6.9M | $557M | — |
|
UNH|UNITEDHEALTH GROUP INC
|
SELL | -99.40% | 6.2K | $2M | +0.6% |
|
IT|GARTNER INC
|
SELL | -6.74% | 779.2K | $315M | — |
|
MELI|MERCADOLIBRE INC
|
SELL | -9.26% | 62.2K | $163M | +45.9% |
|
SAP|SAP SE
|
SELL | -10.36% | 486.5K | $148M | — |
|
IWF|ISHARES TR
|
SELL | -41.48% | 225.6K | $96M | — |
|
WTW|WILLIS TOWERS WATSON PLC LTD
|
SELL | -14.31% | 314.1K | $96M | -3.5% |
|
ICLR|ICON PLC
|
SELL | -14.90% | 540.4K | $79M | — |
|
GOOGL|ALPHABET INC
|
BUY | +1.49% | 620.0K | $109M | — |
|
GLOB|GLOBANT S A
|
SELL | -64.75% | 273.0K | $25M | -46.2% |
|
NVO|NOVO-NORDISK A S
|
SELL | -82.17% | 178.7K | $12M | -26.1% |
|
MDT|MEDTRONIC PLC
|
SELL | -62.69% | 234.9K | $20M | — |
|
ADP|AUTOMATIC DATA PROCESSING IN
|
SELL | -43.23% | 94.5K | $29M | — |
|
ACWI|ISHARES TR
|
SELL | -76.99% | 88.6K | $11M | +20.6% |
|
HDB|HDFC BANK LTD
|
SELL | -12.35% | 570.7K | $44M | +15.0% |
|
ASML|ASML HOLDING N V
|
SELL | -15.48% | 44.5K | $36M | -0.8% |
|
NU|NU HLDGS LTD
|
SELL | -16.26% | 2.5M | $34M | -6.8% |
|
MNDY|MONDAY COM LTD
|
BUY | +36.93% | 97.6K | $31M | — |
|
TME|TENCENT MUSIC ENTMT GROUP
|
SELL | -49.87% | 991.9K | $19M | +87.9% |
|
ONON|ON HLDG AG
|
BUY | +105.01% | 489.8K | $25M | — |
|
SPOT|SPOTIFY TECHNOLOGY S A
|
SELL | -24.01% | 29.4K | $23M | +43.3% |
|
IBN|ICICI BANK LIMITED
|
BUY | NEW | 500.5K | $17M | — |
|
SE|SEA LTD
|
BUY | NEW | 83.9K | $13M | — |
|
EXLS|EXLSERVICE HOLDINGS INC
|
SELL | -83.77% | 42.2K | $2M | +54.8% |
|
MAKEMYTRIP LIMITED MAURITIUS
|
BUY | NEW | 105.0K | $10M | — |
|
AGX|ARGAN INC
|
BUY | NEW | 44.8K | $10M | — |
|
PDD|PDD HOLDINGS INC
|
SELL | -2.85% | 64.3K | $7M | -24.1% |
|
HLNE|HAMILTON LANE INC
|
SELL | -80.77% | 10.1K | $1M | +94.4% |
|
WGS|GENEDX HOLDINGS CORP
|
BUY | NEW | 81.0K | $7M | — |
|
MEDP|MEDPACE HLDGS INC
|
SELL | -81.17% | 4.6K | $1M | +0.1% |
|
GSHD|GOOSEHEAD INS INC
|
SELL | -73.30% | 16.4K | $2M | +16.5% |
|
DLO|DLOCAL LTD
|
SELL | -3.45% | 605.9K | $7M | -34.9% |
|
NSIT|INSIGHT ENTERPRISES INC
|
SELL | -76.51% | 9.9K | $1M | -27.1% |
|
CNM|CORE & MAIN INC
|
SELL | -72.78% | 34.0K | $2M | +59.7% |
|
BWXT|BWX TECHNOLOGIES INC
|
BUY | NEW | 41.0K | $6M | — |
|
PCTY|PAYLOCITY HLDG CORP
|
SELL | -70.57% | 9.2K | $2M | +13.9% |
|
PGNY|PROGYNY INC
|
SELL | -75.28% | 64.7K | $1M | -54.2% |
|
VUG|VANGUARD INDEX FDS
|
SELL | -11.53% | 12.9K | $6M | +8.3% |
|
RMBS*|RAMBUS INC DEL
|
SELL | -81.55% | 20.1K | $1M | — |
|
LVS|LAS VEGAS SANDS CORP
|
SELL | -90.64% | 13.1K | $568502 | -27.5% |
|
POWL|POWELL INDS INC
|
BUY | NEW | 25.2K | $5M | — |
|
HLI|HOULIHAN LOKEY INC
|
SELL | -92.09% | 2.6K | $459772 | +138.8% |
|
VSEC|VSE CORP
|
BUY | NEW | 39.6K | $5M | — |
|
FSV|FIRSTSERVICE CORP NEW
|
SELL | -92.42% | 2.2K | $392371 | +29.6% |
|
CCC|CCC INTELLIGENT SOLUTIONS HL
|
SELL | -92.38% | 41.5K | $390496 | -7.8% |
|
AIT|APPLIED INDL TECHNOLOGIES IN
|
SELL | -92.60% | 1.6K | $363784 | +9.4% |
|
TREX|TREX CO INC
|
SELL | -92.43% | 6.0K | $324159 | — |
|
YUMC|YUM CHINA HLDGS INC
|
SELL | EXIT | — | — | -22.2% |
|
ELF|E L F BEAUTY INC
|
SELL | -94.43% | 3.9K | $480836 | -49.5% |
|
GNRC|GENERAC HLDGS INC
|
SELL | -92.43% | 2.5K | $362321 | +3.9% |
|
BROS|DUTCH BROS INC
|
SELL | -78.48% | 14.7K | $1M | +50.5% |
|
KARO|KAROOOOO LTD
|
BUY | NEW | 84.8K | $4M | — |
|
IESC|IES HLDGS INC
|
BUY | NEW | 13.8K | $4M | — |
|
CVNA|CARVANA CO
|
BUY | NEW | 11.7K | $4M | — |
|
RGEN|REPLIGEN CORP
|
SELL | -93.80% | 1.9K | $238436 | -17.0% |
|
AAON|AAON INC
|
SELL | -93.52% | 3.2K | $236221 | -1.8% |
|
JOBY|JOBY AVIATION INC
|
BUY | NEW | 355.5K | $4M | — |
|
CATH|GLOBAL X FDS
|
SELL | -11.86% | 47.0K | $4M | +32.8% |
|
RVLV|REVOLVE GROUP INC
|
SELL | -76.24% | 38.1K | $763725 | -29.2% |
|
DAVE|DAVE INC
|
BUY | NEW | 12.6K | $3M | — |
|
CCJ|CAMECO CORP
|
BUY | NEW | 45.6K | $3M | — |
|
SMR|NUSCALE PWR CORP
|
BUY | NEW | 85.4K | $3M | — |
|
CWAN|CLEARWATER ANALYTICS HLDGS I
|
SELL | -90.56% | 11.8K | $258445 | +28.5% |
|
ACWX|ISHARES TR
|
SELL | -62.43% | 22.1K | $1M | +12.8% |
|
WSC|WILLSCOT HLDGS CORP
|
SELL | -70.76% | 34.2K | $936587 | -27.2% |
|
SOFI|SOFI TECHNOLOGIES INC
|
BUY | NEW | 170.9K | $3M | — |
|
BDC|BELDEN INC
|
SELL | -65.17% | 10.7K | $1M | -8.8% |
|
FN|FABRINET
|
SELL | -73.13% | 4.1K | $1M | -4.9% |
|
EPAM|EPAM SYS INC
|
SELL | EXIT | — | — | -44.8% |
|
TECH|BIO-TECHNE CORP
|
SELL | EXIT | — | — | -26.1% |
|
NVDA|NVIDIA CORPORATION
|
BUY | NEW | 17.0K | $3M | — |
|
IBP|INSTALLED BLDG PRODS INC
|
SELL | -72.30% | 4.3K | $781687 | -25.8% |
|
WRBY|WARBY PARKER INC
|
SELL | -28.47% | 105.2K | $2M | -50.2% |
|
BL|BLACKLINE INC
|
SELL | -91.36% | 4.8K | $269681 | -44.0% |
|
CRS|CARPENTER TECHNOLOGY CORP
|
BUY | NEW | 9.5K | $3M | — |
|
SITE|SITEONE LANDSCAPE SUPPLY INC
|
SELL | -91.47% | 1.8K | $220232 | -10.6% |
|
ODD|ODDITY TECH LTD
|
BUY | NEW | 33.8K | $3M | — |
|
ROAD|CONSTRUCTION PARTNERS INC
|
SELL | -63.84% | 12.6K | $1M | +76.1% |
|
SGOV|ISHARES TR
|
SELL | -78.66% | 5.0K | $500631 | +0.0% |
|
CVLT|COMMVAULT SYS INC
|
BUY | NEW | 13.1K | $2M | — |
|
IRS|IRSA INVERSIONES Y REP S A
|
BUY | NEW | 163.6K | $2M | — |
|
CRDO|CREDO TECHNOLOGY GROUP HOLDI
|
BUY | NEW | 24.4K | $2M | — |
|
CRM|SALESFORCE INC
|
SELL | -39.58% | 5.0K | $1M | +42.7% |
|
LMB|LIMBACH HLDGS INC
|
BUY | NEW | 15.7K | $2M | — |
|
TSLA|TESLA INC
|
BUY | NEW | 6.7K | $2M | — |
|
HCI|HCI GROUP INC
|
BUY | NEW | 14.0K | $2M | — |
|
ACHR|ARCHER AVIATION INC
|
BUY | NEW | 194.7K | $2M | — |
|
QLYS|QUALYS INC
|
SELL | -91.33% | 1.5K | $207447 | +17.4% |
|
AFRM|AFFIRM HLDGS INC
|
BUY | NEW | 30.0K | $2M | — |
|
KNSL|KINSALE CAP GROUP INC
|
SELL | EXIT | — | — | +12.2% |
|
IWM|ISHARES TR
|
SELL | EXIT | — | — | +0.5% |
|
LOMA|LOMA NEGRA C I A S A MTN 14
|
BUY | NEW | 187.7K | $2M | — |
|
ENVX|ENOVIX CORPORATION
|
BUY | NEW | 193.7K | $2M | — |
|
BELFB|BEL FUSE INC
|
BUY | NEW | 20.4K | $2M | — |
|
GGAL|GRUPO FINANCIERO GALICIA S.A
|
BUY | NEW | 39.4K | $2M | — |
|
CMPO|COMPOSECURE INC
|
BUY | NEW | 135.8K | $2M | — |
|
MOD|MODINE MFG CO
|
BUY | NEW | 19.4K | $2M | — |
|
REAX|THE REAL BROKERAGE INC
|
BUY | NEW | 401.3K | $2M | — |
|
POOL|POOL CORP
|
SELL | EXIT | — | — | -12.9% |
|
FTI|TECHNIPFMC PLC
|
BUY | NEW | 51.6K | $2M | — |
|
AMSC|AMERICAN SUPERCONDUCTOR CORP
|
BUY | NEW | 47.2K | $2M | — |
|
UBER|UBER TECHNOLOGIES INC
|
BUY | NEW | 18.5K | $2M | — |
|
TLN|TALEN ENERGY CORP
|
BUY | NEW | 5.8K | $2M | — |
|
FTAI|FTAI AVIATION LTD
|
BUY | NEW | 14.7K | $2M | — |
|
ATRO|ASTRONICS CORP
|
BUY | NEW | 49.8K | $2M | — |
|
ADPT|ADAPTIVE BIOTECHNOLOGIES COR
|
BUY | NEW | 142.3K | $2M | — |
|
TWLO|TWILIO INC
|
BUY | NEW | 13.3K | $2M | — |
|
BE|BLOOM ENERGY CORP
|
BUY | NEW | 68.3K | $2M | — |
|
UTI|UNIVERSAL TECHNICAL INST INC
|
BUY | NEW | 48.0K | $2M | — |
|
KTOS|KRATOS DEFENSE & SEC SOLUTIO
|
BUY | NEW | 34.5K | $2M | — |
|
SPY|SPDR S&P 500 ETF TR
|
BUY | +78.31% | 2.6K | $2M | — |
|
PRCH|PORCH GROUP INC
|
BUY | NEW | 135.0K | $2M | — |
|
CORT|CORCEPT THERAPEUTICS INC
|
BUY | NEW | 21.6K | $2M | — |
|
BBIO|BRIDGEBIO PHARMA INC
|
BUY | NEW | 35.6K | $2M | — |
|
TMDX|TRANSMEDICS GROUP INC
|
BUY | NEW | 11.4K | $2M | — |
|
BLD|TOPBUILD CORP
|
SELL | EXIT | — | — | -21.9% |
|
LTH|LIFE TIME GROUP HOLDINGS INC
|
BUY | NEW | 49.1K | $1M | — |
|
IRMD|IRADIMED CORP
|
BUY | NEW | 24.9K | $1M | — |
|
PTON|PELOTON INTERACTIVE INC
|
BUY | NEW | 214.4K | $1M | — |
|
HURN|HURON CONSULTING GROUP INC
|
BUY | NEW | 10.6K | $1M | — |
|
IOT|SAMSARA INC
|
BUY | NEW | 36.2K | $1M | — |
|
CAAP|CORPORACION AMER ARPTS S A
|
BUY | NEW | 68.4K | $1M | — |
|
LRN|STRIDE INC
|
BUY | NEW | 9.4K | $1M | — |
|
VCTR|VICTORY CAP HLDGS INC
|
BUY | NEW | 21.4K | $1M | — |
|
SHAK|SHAKE SHACK INC
|
BUY | NEW | 9.6K | $1M | — |
|
RDVT|RED VIOLET INC
|
BUY | NEW | 27.1K | $1M | — |
|
NGVC|NATURAL GROCERS BY VITAMIN C
|
BUY | NEW | 33.7K | $1M | — |
|
CEG|CONSTELLATION ENERGY CORP
|
BUY | NEW | 4.0K | $1M | — |
|
ASPI|ASP ISOTOPES INC
|
BUY | NEW | 175.1K | $1M | — |
|
VT|VANGUARD INTL EQUITY INDEX F
|
SELL | -49.50% | 5.5K | $711170 | +3.7% |
|
EMBJ|EMBRAER S.A.
|
BUY | NEW | 22.3K | $1M | — |
|
DT|DYNATRACE INC
|
SELL | EXIT | — | — | +26.4% |
|
BBSI|BARRETT BUSINESS SVCS INC
|
BUY | NEW | 30.1K | $1M | — |
|
PCT|PURECYCLE TECHNOLOGIES INC
|
BUY | NEW | 91.3K | $1M | — |
|
OPLN|OPENLANE INC
|
BUY | NEW | 50.4K | $1M | — |
|
MIR|MIRION TECHNOLOGIES INC
|
BUY | NEW | 57.2K | $1M | — |
|
SKYW|SKYWEST INC
|
BUY | NEW | 11.8K | $1M | — |
|
OPY|OPPENHEIMER HLDGS INC
|
BUY | NEW | 18.0K | $1M | — |
|
VST|VISTRA CORP
|
BUY | NEW | 6.0K | $1M | — |
|
ITRI|ITRON INC
|
BUY | NEW | 8.7K | $1M | — |
|
GRAL|GRAIL INC
|
BUY | NEW | 21.9K | $1M | — |
|
ESQ|ESQUIRE FINL HLDGS INC
|
BUY | NEW | 11.7K | $1M | — |
|
SKIL|SKILLSOFT CORP
|
SELL | EXIT | — | — | +11.9% |
|
FVRR|FIVERR INTL LTD
|
BUY | NEW | 36.2K | $1M | — |
|
MORN|MORNINGSTAR INC
|
SELL | EXIT | — | — | +42.0% |
|
OLLI|OLLIES BARGAIN OUTLET HLDGS
|
SELL | -13.88% | 7.7K | $1M | +51.1% |
|
IE|IVANHOE ELECTRIC INC
|
BUY | NEW | 114.5K | $1M | — |
|
OSCR|OSCAR HEALTH INC
|
BUY | NEW | 48.0K | $1M | — |
|
SUPV|GRUPO SUPERVIELLE S.A.
|
BUY | NEW | 97.1K | $1M | — |
|
CW|CURTISS WRIGHT CORP
|
BUY | NEW | 2.1K | $1M | — |
|
ENTG|ENTEGRIS INC
|
SELL | EXIT | — | — | -27.6% |
|
SFM|SPROUTS FMRS MKT INC
|
BUY | NEW | 6.1K | $999036 | — |
|
CAKE|CHEESECAKE FACTORY INC
|
BUY | NEW | 15.9K | $996545 | — |
|
NRG|NRG ENERGY INC
|
BUY | NEW | 6.1K | $984677 | — |
|
LGIH|LGI HOMES INC
|
SELL | EXIT | — | — | -52.1% |
|
CIGI|COLLIERS INTL GROUP INC
|
SELL | EXIT | — | — | -18.3% |
|
LQDT|LIQUIDITY SVCS INC
|
BUY | NEW | 40.6K | $958415 | — |
|
AMN|AMN HEALTHCARE SVCS INC
|
SELL | EXIT | — | — | — |
|
SSYS|STRATASYS LTD
|
BUY | NEW | 81.7K | $937466 | — |
|
PLPC|PREFORMED LINE PRODS CO
|
BUY | NEW | 5.7K | $903246 | — |
|
PTGX|PROTAGONIST THERAPEUTICS INC
|
BUY | NEW | 16.0K | $884265 | — |
|
W|WAYFAIR INC
|
BUY | NEW | 17.3K | $884006 | — |
|
MKTX|MARKETAXESS HLDGS INC
|
SELL | EXIT | — | — | -0.8% |
|
HQY|HEALTHEQUITY INC
|
BUY | NEW | 8.2K | $863537 | — |
|
SAIA|SAIA INC
|
SELL | EXIT | — | — | -40.5% |
|
OPFI|OPPFI INC
|
BUY | NEW | 60.8K | $850214 | — |
|
ARLO|ARLO TECHNOLOGIES INC
|
BUY | NEW | 49.2K | $834262 | — |
|
STRL|STERLING INFRASTRUCTURE INC
|
BUY | NEW | 3.6K | $823475 | — |
|
METC|RAMACO RES INC
|
BUY | NEW | 62.2K | $817374 | — |
|
MIRM|MIRUM PHARMACEUTICALS INC
|
BUY | NEW | 15.5K | $789151 | — |
|
SYM|SYMBOTIC INC
|
BUY | NEW | 20.0K | $777117 | — |
|
BWMN|BOWMAN CONSULTING GROUP LTD
|
SELL | EXIT | — | — | -14.5% |
|
BSY|BENTLEY SYS INC
|
SELL | EXIT | — | — | -2.5% |
|
AXON|AXON ENTERPRISE INC
|
BUY | NEW | 922 | $763361 | — |
|
SWIM|LATHAM GROUP INC
|
BUY | NEW | 119.2K | $760604 | — |
|
WLFC|WILLIS LEASE FIN CORP
|
BUY | NEW | 5.3K | $753450 | — |
|
PBI|PITNEY BOWES INC
|
BUY | NEW | 68.2K | $744302 | — |
|
PGY|PAGAYA TECHNOLOGIES LTD
|
BUY | NEW | 34.5K | $735178 | — |
|
HNST|HONEST CO INC
|
BUY | NEW | 144.0K | $733204 | — |
|
MRX|MAREX GROUP PLC
|
BUY | NEW | 18.5K | $731103 | — |
|
FND|FLOOR & DECOR HLDGS INC
|
SELL | EXIT | — | — | -17.6% |
|
KRNT|KORNIT DIGITAL LTD
|
BUY | NEW | 36.1K | $718054 | — |
|
MILLICOM INTL CELLULAR S A
|
BUY | NEW | 18.8K | $702675 | — |
|
EVER|EVERQUOTE INC
|
BUY | NEW | 28.8K | $696529 | — |
|
HIMS|HIMS & HERS HEALTH INC
|
BUY | NEW | 13.9K | $695358 | — |
|
NTNX|NUTANIX INC
|
BUY | NEW | 9.0K | $688801 | — |
|
VIST|VISTA ENERGY S.A.B. DE C.V.
|
BUY | NEW | 14.1K | $672304 | — |
|
ADSK|AUTODESK INC
|
SELL | -43.01% | 1.4K | $433177 | +36.8% |
|
PLNT|PLANET FITNESS INC
|
BUY | NEW | 5.8K | $637070 | — |
|
NYAX|NAYAX LTD
|
BUY | NEW | 12.6K | $635111 | — |
|
XERS|XERIS BIOPHARMA HOLDINGS INC
|
BUY | NEW | 133.0K | $621082 | — |
|
ADT|ADT INC DEL
|
BUY | NEW | 72.9K | $617683 | — |
|
LASR|NLIGHT INC
|
BUY | NEW | 30.4K | $598764 | — |
|
BKD|BROOKDALE SR LIVING INC
|
BUY | NEW | 84.0K | $584730 | — |
|
NTES|NETEASE INC
|
SELL | -1.83% | 4.2K | $570888 | +8.6% |
|
ALKT|ALKAMI TECHNOLOGY INC
|
BUY | NEW | 18.9K | $570098 | — |
|
ADMA|ADMA BIOLOGICS INC
|
BUY | NEW | 30.4K | $553803 | — |
|
NTRA|NATERA INC
|
BUY | NEW | 3.2K | $544494 | — |
|
TGTX|TG THERAPEUTICS INC
|
BUY | NEW | 14.8K | $531500 | — |
|
GH|GUARDANT HEALTH INC
|
BUY | NEW | 10.2K | $529923 | — |
|
RBBN|RIBBON COMMUNICATIONS INC
|
BUY | NEW | 130.2K | $522054 | — |
|
CECO|CECO ENVIRONMENTAL CORP
|
BUY | NEW | 18.3K | $518554 | — |
|
MLR|MILLER INDS INC TENN
|
BUY | NEW | 11.5K | $512624 | — |
|
PHR|PHREESIA INC
|
BUY | NEW | 17.4K | $494151 | — |
|
SITM|SITIME CORP
|
BUY | NEW | 2.3K | $492641 | — |
|
CPF|CENTRAL PAC FINL CORP
|
BUY | NEW | 17.2K | $482452 | — |
|
BIL|SPDR SER TR
|
SELL | EXIT | — | — | +0.0% |
|
ASND|ASCENDIS PHARMA A/S
|
BUY | NEW | 2.7K | $469299 | — |
|
AYI|ACUITY INC
|
BUY | NEW | 1.5K | $459444 | — |
|
RHLD|RESOLUTE HLDGS MGMT INC
|
BUY | NEW | 14.3K | $456920 | — |
|
ASTE|ASTEC INDS INC
|
BUY | NEW | 11.0K | $456756 | — |
|
YPF|YPF SOCIEDAD ANONIMA
|
BUY | NEW | 13.7K | $430896 | — |
|
TEM|TEMPUS AI INC
|
BUY | NEW | 6.8K | $429467 | — |
|
GATES INDL CORP PLC
|
BUY | NEW | 18.6K | $428703 | — |
|
WAL|WESTERN ALLIANCE BANCORP
|
BUY | NEW | 5.5K | $427564 | — |
|
PSTG|PURE STORAGE INC
|
SELL | EXIT | — | — | -3.3% |
|
ALSN|ALLISON TRANSMISSION HLDGS I
|
BUY | NEW | 4.4K | $416911 | — |
|
TTEK|TETRA TECH INC NEW
|
SELL | EXIT | — | — | -22.4% |
|
TDUP|THREDUP INC
|
BUY | NEW | 53.0K | $396888 | — |
|
NKE|NIKE INC
|
SELL | -41.15% | 3.7K | $259598 | — |
|
IWO|ISHARES TR
|
SELL | EXIT | — | — | -7.5% |
|
MANH|MANHATTAN ASSOCIATES INC
|
SELL | EXIT | — | — | +2.0% |
|
ATEC|ALPHATEC HLDGS INC
|
BUY | NEW | 34.2K | $379531 | — |
|
OCS|OCULIS HOLDING AG
|
BUY | NEW | 19.5K | $377952 | — |
|
KRUS|KURA SUSHI USA INC
|
BUY | NEW | 4.4K | $376944 | — |
|
FIX|COMFORT SYS USA INC
|
SELL | EXIT | — | — | +17.3% |
|
TTAN|SERVICETITAN INC
|
BUY | NEW | 3.5K | $370950 | — |
|
DOCS|DOXIMITY INC
|
BUY | NEW | 5.9K | $362826 | — |
|
AXSM|AXSOME THERAPEUTICS INC
|
BUY | NEW | 3.2K | $337388 | — |
|
SG|SWEETGREEN INC
|
BUY | NEW | 22.7K | $337047 | — |
|
PLTR|PALANTIR TECHNOLOGIES INC
|
BUY | NEW | 2.4K | $333848 | — |
|
WING|WINGSTOP INC
|
SELL | EXIT | — | — | +12.2% |
|
PNTG|PENNANT GROUP INC
|
BUY | NEW | 11.0K | $327156 | — |
|
PYPL|PAYPAL HLDGS INC
|
SELL | -14.46% | 4.2K | $314225 | -27.5% |
|
HEPS|D MARKET ELECTR SVCS & TRADI
|
BUY | NEW | 114.8K | $310006 | — |
|
MERUS|MERUS N V
|
BUY | NEW | 5.8K | $306868 | — |
|
IOO|ISHARES TR
|
SELL | EXIT | — | — | +1.3% |
|
SION|SIONNA THERAPEUTICS INC
|
BUY | NEW | 17.0K | $294516 | — |
|
INTA|INTAPP INC
|
BUY | NEW | 5.6K | $288814 | — |
|
CLBT|CELLEBRITE DI LTD
|
SELL | EXIT | — | — | -8.0% |
|
AEHR|AEHR TEST SYS
|
BUY | NEW | 21.0K | $271530 | — |
|
BFLY|BUTTERFLY NETWORK INC
|
BUY | NEW | 134.8K | $269604 | — |
|
XMTR|XOMETRY INC
|
BUY | NEW | 7.7K | $260251 | — |
|
LUXE|LUXEXPERIENCE BV
|
BUY | NEW | 30.5K | $241844 | — |
|
IVV|ISHARES TR
|
BUY | NEW | 355 | $220420 | — |
| 2025-Q1 | |||||
|
AMZN|AMAZON COM INC
|
SELL | -31.06% | 17.7M | $3.4B | +93.1% |
|
MSFT|MICROSOFT CORP
|
SELL | -15.28% | 5.9M | $2.2B | — |
|
GOOG|ALPHABET INC
|
SELL | -42.01% | 7.4M | $1.2B | — |
|
V|VISA INC
|
SELL | -17.00% | 6.0M | $2.1B | — |
|
NOW|SERVICENOW INC
|
SELL | -57.29% | 949.7K | $756M | +182.1% |
|
MA|MASTERCARD INCORPORATED
|
SELL | -16.23% | 3.2M | $1.8B | — |
|
ORCL|ORACLE CORP
|
BUY | +43.81% | 12.6M | $1.8B | — |
|
TMO|THERMO FISHER SCIENTIFIC INC
|
SELL | -17.25% | 2.3M | $1.2B | -2.8% |
|
ADBE|ADOBE INC
|
SELL | -14.89% | 2.8M | $1.1B | — |
|
ABT|ABBOTT LABS
|
SELL | -18.31% | 11.4M | $1.5B | +40.6% |
|
AAPL|APPLE INC
|
SELL | -60.20% | 2.7M | $596M | +4.2% |
|
SHOP|SHOPIFY INC
|
SELL | -19.49% | 15.3M | $1.5B | +64.9% |
|
LLY|ELI LILLY & CO
|
BUY | +258.11% | 1.8M | $1.4B | — |
|
ZTS|ZOETIS INC
|
BUY | +38.17% | 8.8M | $1.4B | — |
|
ACCENTURE PLC IRELAND
|
SELL | -17.78% | 3.2M | $1.0B | — |
|
NFLX|NETFLIX INC
|
SELL | -53.45% | 888.1K | $828M | +153.4% |
|
MSCI|MSCI INC
|
SELL | -16.16% | 1.9M | $1.1B | +14.0% |
|
AON|AON PLC
|
BUY | +284.87% | 3.0M | $1.2B | — |
|
WDAY|WORKDAY INC
|
SELL | -17.87% | 3.9M | $921M | +23.5% |
|
UNH|UNITEDHEALTH GROUP INC
|
SELL | -48.03% | 1.0M | $543M | +62.4% |
|
ABNB|AIRBNB INC
|
SELL | -15.86% | 7.7M | $923M | -13.2% |
|
NVO|NOVO-NORDISK A S
|
SELL | -85.38% | 1.0M | $70M | -8.7% |
|
IT|GARTNER INC
|
SELL | -43.14% | 835.5K | $351M | — |
|
PAYC|PAYCOM SOFTWARE INC
|
SELL | -11.76% | 3.1M | $677M | +22.6% |
|
CSGP|COSTAR GROUP INC
|
BUY | +1.61% | 6.6M | $523M | — |
|
SBUX|STARBUCKS CORP
|
BUY | NEW | 5.1M | $504M | — |
|
ICLR|ICON PLC
|
SELL | -39.74% | 635.1K | $111M | — |
|
SAP|SAP SE
|
SELL | -49.01% | 542.7K | $146M | — |
|
GOOGL|ALPHABET INC
|
SELL | -52.06% | 610.9K | $94M | — |
|
IWF|ISHARES TR
|
BUY | +137.67% | 385.5K | $139M | — |
|
MELI|MERCADOLIBRE INC
|
BUY | +75.66% | 68.5K | $134M | — |
|
GLOB|GLOBANT S A
|
BUY | +22.34% | 774.4K | $91M | — |
|
WTW|WILLIS TOWERS WATSON PLC LTD
|
BUY | +185.05% | 366.5K | $124M | — |
|
MDT|MEDTRONIC PLC
|
SELL | -38.47% | 629.5K | $57M | — |
|
ASML|ASML HOLDING N V
|
SELL | -21.71% | 52.7K | $35M | -1.5% |
|
ADP|AUTOMATIC DATA PROCESSING IN
|
SELL | -15.96% | 166.5K | $51M | — |
|
HDB|HDFC BANK LTD
|
SELL | -22.40% | 651.1K | $43M | -5.0% |
|
ACWI|ISHARES TR
|
BUY | +322.29% | 384.8K | $45M | — |
|
NU|NU HLDGS LTD
|
BUY | +32.37% | 3.0M | $30M | — |
|
TME|TENCENT MUSIC ENTMT GROUP
|
BUY | +28.50% | 2.0M | $29M | — |
|
SPOT|SPOTIFY TECHNOLOGY S A
|
SELL | -36.33% | 38.7K | $21M | +28.1% |
|
MNDY|MONDAY COM LTD
|
BUY | +33.98% | 71.3K | $17M | — |
|
UL|UNILEVER PLC
|
SELL | EXIT | — | — | — |
|
ONON|ON HLDG AG
|
SELL | -19.15% | 238.9K | $10M | +26.7% |
|
PDD|PDD HOLDINGS INC
|
SELL | -29.62% | 66.2K | $8M | -14.3% |
|
EXLS|EXLSERVICE HOLDINGS INC
|
SELL | -20.20% | 260.0K | $12M | +60.4% |
|
HLI|HOULIHAN LOKEY INC
|
SELL | -52.72% | 32.3K | $5M | +137.0% |
|
LVS|LAS VEGAS SANDS CORP
|
SELL | -31.20% | 139.6K | $5M | -20.7% |
|
RVLV|REVOLVE GROUP INC
|
SELL | -60.21% | 160.3K | $3M | +2.6% |
|
CRM|SALESFORCE INC
|
SELL | -76.88% | 8.3K | $2M | +70.5% |
|
YUMC|YUM CHINA HLDGS INC
|
SELL | -59.19% | 86.0K | $4M | -15.4% |
|
GSHD|GOOSEHEAD INS INC
|
SELL | -42.08% | 61.3K | $7M | +21.7% |
|
HLNE|HAMILTON LANE INC
|
SELL | -6.29% | 52.3K | $8M | +98.9% |
|
GNRC|GENERAC HLDGS INC
|
SELL | -42.30% | 33.4K | $4M | +19.2% |
|
CCC|CCC INTELLIGENT SOLUTIONS HL
|
SELL | -31.59% | 544.7K | $5M | +10.7% |
|
CWAN|CLEARWATER ANALYTICS HLDGS I
|
SELL | -63.15% | 124.9K | $3M | +55.8% |
|
DLO|DLOCAL LTD
|
SELL | -36.44% | 627.6K | $5M | -22.7% |
|
MEDP|MEDPACE HLDGS INC
|
BUY | +63.50% | 24.5K | $7M | — |
|
ELF|E L F BEAUTY INC
|
BUY | +8.11% | 69.3K | $4M | — |
|
WRBY|WARBY PARKER INC
|
SELL | -64.51% | 147.1K | $3M | -32.2% |
|
CNM|CORE & MAIN INC
|
SELL | -15.23% | 125.0K | $6M | +54.0% |
|
ALRM|ALARM COM HLDGS INC
|
SELL | EXIT | — | — | — |
|
NSIT|INSIGHT ENTERPRISES INC
|
BUY | +97.28% | 42.1K | $6M | — |
|
IVV|ISHARES TR
|
SELL | EXIT | — | — | +6.8% |
|
PGNY|PROGYNY INC
|
SELL | -27.78% | 261.5K | $6M | -54.1% |
|
EEFT|EURONET WORLDWIDE INC
|
SELL | EXIT | — | — | +3.9% |
|
PCTY|PAYLOCITY HLDG CORP
|
BUY | +34.31% | 31.3K | $6M | — |
|
RMBS*|RAMBUS INC DEL
|
BUY | +94.33% | 109.1K | $6M | — |
|
VUG|VANGUARD INDEX FDS
|
BUY | +5.61% | 14.6K | $5M | — |
|
RGEN|REPLIGEN CORP
|
SELL | -12.66% | 30.9K | $4M | +1.8% |
|
FSV|FIRSTSERVICE CORP NEW
|
BUY | +5.37% | 29.6K | $5M | — |
|
KBIA|KB FINL GROUP INC
|
SELL | EXIT | — | — | — |
|
AIT|APPLIED INDL TECHNOLOGIES IN
|
BUY | +30.59% | 21.2K | $5M | — |
|
YETI|YETI HLDGS INC
|
SELL | EXIT | — | — | -39.6% |
|
TREX|TREX CO INC
|
BUY | NEW | 78.7K | $5M | — |
|
OPCH|OPTION CARE HEALTH INC
|
SELL | EXIT | — | — | +6.7% |
|
IBP|INSTALLED BLDG PRODS INC
|
SELL | -12.88% | 15.7K | $3M | -21.4% |
|
BROS|DUTCH BROS INC
|
BUY | +53.98% | 68.1K | $4M | — |
|
WSC|WILLSCOT HLDGS CORP
|
SELL | -6.48% | 116.9K | $3M | -7.2% |
|
EPAM|EPAM SYS INC
|
SELL | -20.32% | 16.5K | $3M | -26.5% |
|
AAON|AAON INC
|
BUY | +50.22% | 49.5K | $4M | — |
|
BL|BLACKLINE INC
|
SELL | -20.49% | 55.1K | $3M | -46.7% |
|
NVEEUSD|NV5 GLOBAL INC
|
SELL | EXIT | — | — | — |
|
CATH|GLOBAL X FDS
|
SELL | -2.62% | 53.3K | $4M | +33.5% |
|
ACWX|ISHARES TR
|
BUY | +48.86% | 58.8K | $3M | — |
|
BDC|BELDEN INC
|
BUY | +26.81% | 30.7K | $3M | — |
|
FN|FABRINET
|
BUY | +20.98% | 15.2K | $3M | — |
|
IWM|ISHARES TR
|
SELL | -22.56% | 10.4K | $2M | +9.4% |
|
FOXF|FOX FACTORY HLDG CORP
|
SELL | EXIT | — | — | — |
|
TECH|BIO-TECHNE CORP
|
BUY | +68.76% | 46.3K | $3M | — |
|
QLYS|QUALYS INC
|
SELL | -18.35% | 16.7K | $2M | +17.3% |
|
AFW|ALIGN TECHNOLOGY INC
|
SELL | EXIT | — | — | — |
|
SITE|SITEONE LANDSCAPE SUPPLY INC
|
BUY | +30.96% | 21.3K | $3M | — |
|
ROAD|CONSTRUCTION PARTNERS INC
|
SELL | -0.85% | 34.8K | $3M | +39.4% |
|
SGOV|ISHARES TR
|
BUY | +25.76% | 23.3K | $2M | — |
|
LGIH|LGI HOMES INC
|
SELL | -25.25% | 14.5K | $965349 | -27.2% |
|
MKTX|MARKETAXESS HLDGS INC
|
SELL | -53.33% | 4.0K | $875352 | -3.3% |
|
KNSL|KINSALE CAP GROUP INC
|
BUY | +1.94% | 4.3K | $2M | — |
|
DT|DYNATRACE INC
|
SELL | -31.12% | 26.7K | $1M | +30.6% |
|
ADSK|AUTODESK INC
|
SELL | -66.09% | 2.5K | $642794 | +35.3% |
|
MORN|MORNINGSTAR INC
|
SELL | -42.96% | 3.5K | $1M | +51.1% |
|
AMN|AMN HEALTHCARE SVCS INC
|
SELL | -13.94% | 38.6K | $943278 | — |
|
POOL|POOL CORP
|
BUY | +52.97% | 5.6K | $2M | — |
|
AZPN1USD|ASPEN TECHNOLOGY INC
|
SELL | EXIT | — | — | — |
|
BLD|TOPBUILD CORP
|
BUY | +21.01% | 4.9K | $2M | — |
|
TYL|TYLER TECHNOLOGIES INC
|
SELL | EXIT | — | — | +42.9% |
|
ETSY|ETSY INC
|
SELL | EXIT | — | — | -42.8% |
|
NKE|NIKE INC
|
SELL | -59.25% | 6.2K | $394152 | — |
|
VT|VANGUARD INTL EQUITY INDEX F
|
BUY | +172.75% | 11.0K | $1M | — |
|
OLLI|OLLIES BARGAIN OUTLET HLDGS
|
SELL | -28.63% | 9.0K | $1M | +40.2% |
|
CIGI|COLLIERS INTL GROUP INC
|
SELL | -3.56% | 7.9K | $962273 | -12.6% |
|
SKIL|SKILLSOFT CORP
|
SELL | -4.88% | 57.2K | $1M | +61.0% |
|
ENTG|ENTEGRIS INC
|
BUY | +4.65% | 11.5K | $1M | — |
|
TTEK|TETRA TECH INC NEW
|
SELL | -39.19% | 14.1K | $411284 | -32.2% |
|
CRL|CHARLES RIV LABS INTL INC
|
SELL | EXIT | — | — | -26.2% |
|
SPY|SPDR S&P 500 ETF TR
|
SELL | -22.28% | 1.4K | $809812 | +6.9% |
|
MODG|TOPGOLF CALLAWAY BRANDS CORP
|
SELL | EXIT | — | — | -44.9% |
|
BSY|BENTLEY SYS INC
|
SELL | -9.08% | 19.5K | $765714 | -6.2% |
|
BWMN|BOWMAN CONSULTING GROUP LTD
|
SELL | -14.01% | 35.4K | $773152 | -18.2% |
|
USHY|ISHARES TR
|
SELL | EXIT | — | — | +0.6% |
|
CPA|COPA HOLDINGS SA
|
SELL | EXIT | — | — | -7.2% |
|
FND|FLOOR & DECOR HLDGS INC
|
BUY | +22.82% | 8.9K | $718114 | — |
|
KSPI|KASPI KZ JSC
|
SELL | EXIT | — | — | -20.6% |
|
SAIA|SAIA INC
|
BUY | NEW | 2.5K | $860996 | — |
|
BAH|BOOZ ALLEN HAMILTON HLDG COR
|
SELL | EXIT | — | — | -23.6% |
|
PYPL|PAYPAL HLDGS INC
|
SELL | -43.91% | 4.9K | $322549 | -20.3% |
|
IOO|ISHARES TR
|
SELL | -63.12% | 2.5K | $305553 | +1.2% |
|
PSTG|PURE STORAGE INC
|
SELL | -9.83% | 9.6K | $424859 | +20.2% |
|
NTES|NETEASE INC
|
SELL | -17.98% | 4.3K | $444717 | +0.1% |
|
BIL|SPDR SER TR
|
BUY | +3.35% | 5.2K | $480849 | — |
|
FIVE|FIVE BELOW INC
|
SELL | EXIT | — | — | -37.2% |
|
KARO|KAROOOOO LTD
|
SELL | -35.12% | 6.9K | $293483 | +24.9% |
|
IWO|ISHARES TR
|
BUY | NEW | 1.5K | $390530 | — |
|
MANH|MANHATTAN ASSOCIATES INC
|
BUY | NEW | 2.2K | $385187 | — |
|
FIX|COMFORT SYS USA INC
|
BUY | NEW | 1.2K | $375837 | — |
|
WING|WINGSTOP INC
|
BUY | NEW | 1.5K | $332956 | — |
|
CLBT|CELLEBRITE DI LTD
|
BUY | +47.09% | 14.8K | $288516 | — |
|
DAVA|ENDAVA PLC
|
SELL | EXIT | — | — | -63.8% |
|
FERG|FERGUSON ENTERPRISES INC
|
SELL | EXIT | — | — | -11.8% |
| 2024-Q4 | |||||
|
CSGP|COSTAR GROUP INC
|
BUY | NEW | 6.5M | $465M | — |
|
WTW|WILLIS TOWERS WATSON PLC LTD
|
BUY | NEW | 128.6K | $40M | — |
|
SPOT|SPOTIFY TECHNOLOGY S A
|
BUY | NEW | 60.9K | $27M | — |
|
NU|NU HLDGS LTD
|
BUY | NEW | 2.2M | $23M | — |
|
MNDY|MONDAY COM LTD
|
BUY | NEW | 53.2K | $13M | — |
|
WSC|WILLSCOT HLDGS CORP
|
BUY | NEW | 125.0K | $4M | — |
|
FN|FABRINET
|
BUY | NEW | 12.6K | $3M | — |
|
BDC|BELDEN INC
|
BUY | NEW | 24.2K | $3M | — |
|
CIGI|COLLIERS INTL GROUP INC
|
BUY | NEW | 8.2K | $1M | — |
|
ENTG|ENTEGRIS INC
|
BUY | NEW | 11.0K | $1M | — |
|
BSY|BENTLEY SYS INC
|
BUY | NEW | 21.4K | $999707 | — |
|
SKIL|SKILLSOFT CORP
|
BUY | +40.62% | 60.1K | $931674 | — |
|
IOO|ISHARES TR
|
BUY | NEW | 6.7K | $675974 | — |
|
PSTG|PURE STORAGE INC
|
BUY | NEW | 10.6K | $653799 | — |
|
CLBT|CELLEBRITE DI LTD
|
BUY | NEW | 10.1K | $222393 | — |
|
FERG|FERGUSON ENTERPRISES INC
|
BUY | NEW | 1.2K | $214880 | — |
| 2024-Q3 | |||||
|
AMZN|AMAZON COM INC
|
SELL | -13.09% | 25.7M | $4.8B | +60.1% |
|
MSFT|MICROSOFT CORP
|
SELL | -21.96% | 7.0M | $3.0B | — |
|
GOOG|ALPHABET INC
|
SELL | -23.15% | 12.8M | $2.1B | — |
|
V|VISA INC
|
SELL | -9.25% | 7.3M | $2.0B | — |
|
NOW|SERVICENOW INC
|
SELL | -10.43% | 2.2M | $2.0B | +134.6% |
|
MA|MASTERCARD INCORPORATED
|
SELL | -9.59% | 3.8M | $1.9B | — |
|
TMO|THERMO FISHER SCIENTIFIC INC
|
SELL | -9.52% | 2.8M | $1.7B | +10.4% |
|
CRM|SALESFORCE INC
|
SELL | -99.47% | 35.7K | $10M | +36.1% |
|
ADBE|ADOBE INC
|
BUY | +24.26% | 3.3M | $1.7B | — |
|
ABT|ABBOTT LABS
|
SELL | -8.94% | 13.9M | $1.6B | +20.9% |
|
AAPL|APPLE INC
|
BUY | NEW | 6.7M | $1.6B | — |
|
ABNB|AIRBNB INC
|
SELL | -9.74% | 9.2M | $1.2B | -15.8% |
|
SHOP|SHOPIFY INC
|
BUY | +28.84% | 19.0M | $1.5B | — |
|
ORCL|ORACLE CORP
|
BUY | NEW | 8.8M | $1.5B | — |
|
NFLX|NETFLIX INC
|
SELL | -9.98% | 1.9M | $1.4B | +76.1% |
|
ACCENTURE PLC IRELAND
|
SELL | -9.96% | 3.9M | $1.4B | — |
|
MSCI|MSCI INC
|
BUY | +35.01% | 2.2M | $1.3B | — |
|
ZTS|ZOETIS INC
|
SELL | -9.64% | 6.4M | $1.2B | — |
|
WDAY|WORKDAY INC
|
BUY | +40.06% | 4.8M | $1.2B | — |
|
UNH|UNITEDHEALTH GROUP INC
|
SELL | -11.23% | 2.0M | $1.2B | +81.6% |
|
NVO|NOVO-NORDISK A S
|
SELL | -7.97% | 6.9M | $816M | +47.1% |
|
IT|GARTNER INC
|
SELL | -10.99% | 1.5M | $745M | — |
|
NKE|NIKE INC
|
SELL | -99.83% | 15.2K | $1M | — |
|
PAYC|PAYCOM SOFTWARE INC
|
BUY | +57.01% | 3.5M | $585M | — |
|
LLY|ELI LILLY & CO
|
SELL | -10.44% | 490.0K | $434M | +70.0% |
|
GOOGL|ALPHABET INC
|
SELL | -39.15% | 1.3M | $211M | — |
|
ICLR|ICON PLC
|
SELL | -2.88% | 1.1M | $303M | — |
|
AON|AON PLC
|
SELL | -4.93% | 781.5K | $270M | +38.1% |
|
SAP|SAP SE
|
SELL | -15.15% | 1.1M | $244M | — |
|
GLOB|GLOBANT S A
|
BUY | +32.61% | 633.0K | $125M | — |
|
ADP|AUTOMATIC DATA PROCESSING IN
|
SELL | -59.72% | 198.2K | $55M | — |
|
IWF|ISHARES TR
|
SELL | -45.53% | 162.2K | $61M | — |
|
MDT|MEDTRONIC PLC
|
SELL | -2.57% | 1.0M | $92M | — |
|
MELI|MERCADOLIBRE INC
|
BUY | +25.69% | 39.0K | $80M | — |
|
ASML|ASML HOLDING N V
|
BUY | +31.75% | 67.3K | $56M | — |
|
HDB|HDFC BANK LTD
|
SELL | -1.69% | 839.0K | $52M | -4.4% |
|
UL|UNILEVER PLC
|
SELL | -48.51% | 257.8K | $17M | — |
|
TME|TENCENT MUSIC ENTMT GROUP
|
BUY | +2.33% | 1.5M | $19M | — |
|
ACWI|ISHARES TR
|
SELL | -48.13% | 91.1K | $11M | +22.6% |
|
ONON|ON HLDG AG
|
BUY | NEW | 295.5K | $15M | — |
|
PDD|PDD HOLDINGS INC
|
BUY | +71.39% | 94.0K | $13M | — |
|
EXLS|EXLSERVICE HOLDINGS INC
|
SELL | -0.38% | 325.8K | $12M | +18.9% |
|
HLI|HOULIHAN LOKEY INC
|
SELL | -17.07% | 68.3K | $11M | +107.4% |
|
CWAN|CLEARWATER ANALYTICS HLDGS I
|
SELL | -40.73% | 339.0K | $9M | +32.1% |
|
ADSK|AUTODESK INC
|
SELL | -82.81% | 7.2K | $2M | +16.7% |
|
LVS|LAS VEGAS SANDS CORP
|
BUY | +3.34% | 202.9K | $10M | — |
|
RVLV|REVOLVE GROUP INC
|
SELL | -21.32% | 402.8K | $10M | -23.7% |
|
PGNY|PROGYNY INC
|
BUY | +3.97% | 362.1K | $6M | — |
|
HLNE|HAMILTON LANE INC
|
SELL | -28.63% | 55.8K | $9M | +86.6% |
|
YUMC|YUM CHINA HLDGS INC
|
BUY | +4.71% | 210.9K | $9M | — |
|
CCC|CCC INTELLIGENT SOLUTIONS HL
|
SELL | -6.79% | 796.2K | $9M | +11.8% |
|
GSHD|GOOSEHEAD INS INC
|
SELL | -17.97% | 105.9K | $9M | -7.8% |
|
GNRC|GENERAC HLDGS INC
|
SELL | -18.43% | 57.9K | $9M | +23.3% |
|
BIL|SPDR SER TR
|
SELL | -94.48% | 5.1K | $465647 | +0.1% |
|
ALRM|ALARM COM HLDGS INC
|
SELL | -7.68% | 118.3K | $6M | — |
|
DLO|DLOCAL LTD
|
BUY | +3.52% | 987.3K | $8M | — |
|
CNM|CORE & MAIN INC
|
SELL | -7.29% | 147.4K | $7M | +47.2% |
|
WRBY|WARBY PARKER INC
|
SELL | -10.66% | 414.4K | $7M | -58.9% |
|
ALIT|ALIGHT INC
|
SELL | EXIT | — | — | -19.9% |
|
MEDP|MEDPACE HLDGS INC
|
SELL | -13.71% | 15.0K | $5M | +37.5% |
|
ELF|E L F BEAUTY INC
|
BUY | NEW | 64.1K | $7M | — |
|
EEFT|EURONET WORLDWIDE INC
|
SELL | -7.39% | 59.9K | $6M | +5.3% |
|
IVV|ISHARES TR
|
BUY | NEW | 10.7K | $6M | — |
|
SITM|SITIME CORP
|
SELL | EXIT | — | — | +33.9% |
|
VUG|VANGUARD INDEX FDS
|
BUY | NEW | 13.8K | $5M | — |
|
RGEN|REPLIGEN CORP
|
BUY | +142.81% | 35.4K | $5M | — |
|
FSV|FIRSTSERVICE CORP NEW
|
SELL | -5.54% | 28.1K | $5M | +31.3% |
|
BL|BLACKLINE INC
|
SELL | -33.37% | 69.3K | $4M | -49.5% |
|
EPAM|EPAM SYS INC
|
SELL | -19.60% | 20.7K | $4M | -35.1% |
|
AFW|ALIGN TECHNOLOGY INC
|
SELL | -48.94% | 10.2K | $3M | — |
|
YETI|YETI HLDGS INC
|
SELL | -6.13% | 113.2K | $5M | -36.0% |
|
NSIT|INSIGHT ENTERPRISES INC
|
BUY | NEW | 21.4K | $5M | — |
|
OPCH|OPTION CARE HEALTH INC
|
SELL | -6.02% | 144.3K | $5M | +4.2% |
|
IBP|INSTALLED BLDG PRODS INC
|
BUY | +37.20% | 18.0K | $4M | — |
|
APPF|APPFOLIO INC
|
SELL | EXIT | — | — | +74.5% |
|
FOXF|FOX FACTORY HLDG CORP
|
SELL | -14.67% | 68.7K | $3M | — |
|
PCTY|PAYLOCITY HLDG CORP
|
BUY | NEW | 23.3K | $4M | — |
|
NVEEUSD|NV5 GLOBAL INC
|
BUY | NEW | 40.8K | $4M | — |
|
CATH|GLOBAL X FDS
|
SELL | -1.89% | 54.8K | $4M | +24.3% |
|
QLYS|QUALYS INC
|
SELL | -19.81% | 20.5K | $3M | +9.2% |
|
AIT|APPLIED INDL TECHNOLOGIES IN
|
BUY | +113.35% | 16.2K | $4M | — |
|
AAON|AAON INC
|
SELL | -5.61% | 32.9K | $4M | +11.7% |
|
VONG|VANGUARD SCOTTSDALE FDS
|
SELL | EXIT | — | — | +26.4% |
|
AMN|AMN HEALTHCARE SVCS INC
|
SELL | -27.47% | 44.8K | $2M | — |
|
IWM|ISHARES TR
|
BUY | +35.33% | 13.4K | $3M | — |
|
DOCS|DOXIMITY INC
|
SELL | EXIT | — | — | -0.8% |
|
TECH|BIO-TECHNE CORP
|
SELL | -22.60% | 27.4K | $2M | +9.2% |
|
SITE|SITEONE LANDSCAPE SUPPLY INC
|
SELL | -4.78% | 16.3K | $2M | +3.9% |
|
ROAD|CONSTRUCTION PARTNERS INC
|
BUY | +37.23% | 35.1K | $2M | — |
|
MORN|MORNINGSTAR INC
|
SELL | -23.16% | 6.2K | $2M | +45.8% |
|
RMBS*|RAMBUS INC DEL
|
BUY | NEW | 56.1K | $2M | — |
|
MODG|TOPGOLF CALLAWAY BRANDS CORP
|
SELL | -37.32% | 96.0K | $1M | -12.0% |
|
LGIH|LGI HOMES INC
|
SELL | -3.35% | 19.4K | $2M | -8.3% |
|
DT|DYNATRACE INC
|
SELL | -24.06% | 38.8K | $2M | +14.1% |
|
FIVE|FIVE BELOW INC
|
SELL | -75.92% | 5.0K | $442103 | -44.6% |
|
ACWX|ISHARES TR
|
BUY | +0.28% | 39.5K | $2M | — |
|
MKTX|MARKETAXESS HLDGS INC
|
BUY | +7.24% | 8.7K | $2M | — |
|
RH|RH
|
SELL | EXIT | — | — | -40.2% |
|
MPWR|MONOLITHIC PWR SYS INC
|
SELL | EXIT | — | — | +71.0% |
|
AZPN1USD|ASPEN TECHNOLOGY INC
|
SELL | -24.05% | 7.5K | $2M | — |
|
KNSL|KINSALE CAP GROUP INC
|
BUY | +80.60% | 4.2K | $2M | — |
|
ETSY|ETSY INC
|
SELL | -24.87% | 24.7K | $1M | -39.7% |
|
SGOV|ISHARES TR
|
BUY | +79.27% | 18.5K | $2M | — |
|
BLD|TOPBUILD CORP
|
BUY | NEW | 4.1K | $2M | — |
|
TYL|TYLER TECHNOLOGIES INC
|
SELL | -22.93% | 2.4K | $1M | +39.4% |
|
BWMN|BOWMAN CONSULTING GROUP LTD
|
SELL | -10.75% | 41.2K | $991756 | -16.5% |
|
BROS|DUTCH BROS INC
|
BUY | NEW | 44.2K | $1M | — |
|
POOL|POOL CORP
|
BUY | +5.37% | 3.7K | $1M | — |
|
OLLI|OLLIES BARGAIN OUTLET HLDGS
|
SELL | -1.50% | 12.6K | $1M | +29.9% |
|
KSPI|KASPI KZ JSC
|
SELL | -13.58% | 8.4K | $887242 | +3.5% |
|
CRL|CHARLES RIV LABS INTL INC
|
SELL | -3.69% | 5.5K | $1M | -9.6% |
|
TTEK|TETRA TECH INC NEW
|
BUY | +598.82% | 23.1K | $1M | — |
|
SPY|SPDR S&P 500 ETF TR
|
BUY | NEW | 1.9K | $1M | — |
|
CPA|COPA HOLDINGS SA
|
SELL | -13.79% | 9.6K | $903492 | -9.6% |
|
SKIL|SKILLSOFT CORP
|
SELL | -41.54% | 42.7K | $662532 | -20.8% |
|
USHY|ISHARES TR
|
BUY | NEW | 26.3K | $990195 | — |
|
FND|FLOOR & DECOR HLDGS INC
|
SELL | -4.83% | 7.3K | $902219 | +16.2% |
|
BAH|BOOZ ALLEN HAMILTON HLDG COR
|
BUY | NEW | 4.7K | $768553 | — |
|
PYPL|PAYPAL HLDGS INC
|
SELL | -30.99% | 8.8K | $687662 | -31.8% |
|
DAVA|ENDAVA PLC
|
SELL | -48.36% | 9.8K | $249689 | -65.0% |
|
FCX|FREEPORT-MCMORAN INC
|
SELL | EXIT | — | — | +11.4% |
|
NTES|NETEASE INC
|
BUY | +31.70% | 5.3K | $492611 | — |
|
VT|VANGUARD INTL EQUITY INDEX F
|
BUY | NEW | 4.0K | $480924 | — |
|
KARO|KAROOOOO LTD
|
BUY | NEW | 10.6K | $421425 | — |
|
META|META PLATFORMS INC
|
SELL | EXIT | — | — | +4.8% |
|
TREX|TREX CO INC
|
SELL | -3.53% | 5.2K | $345484 | — |
| 2024-Q2 | |||||
|
AMZN|AMAZON COM INC
|
SELL | -18.34% | 29.6M | $5.7B | +61.1% |
|
MSFT|MICROSOFT CORP
|
SELL | -9.75% | 9.0M | $4.0B | — |
|
GOOG|ALPHABET INC
|
SELL | -11.24% | 16.7M | $3.1B | — |
|
NOW|SERVICENOW INC
|
SELL | -34.60% | 2.5M | $2.0B | +109.0% |
|
ADBE|ADOBE INC
|
SELL | -35.86% | 2.7M | $1.5B | — |
|
V|VISA INC
|
BUY | +9.68% | 8.0M | $2.1B | — |
|
NFLX|NETFLIX INC
|
SELL | -48.07% | 2.1M | $1.4B | +63.8% |
|
MA|MASTERCARD INCORPORATED
|
SELL | -8.75% | 4.2M | $1.9B | — |
|
CRM|SALESFORCE INC
|
SELL | -7.71% | 6.7M | $1.7B | +45.9% |
|
TMO|THERMO FISHER SCIENTIFIC INC
|
BUY | +52.57% | 3.1M | $1.7B | — |
|
ACCENTURE PLC IRELAND
|
SELL | -9.74% | 4.3M | $1.3B | — |
|
ABT|ABBOTT LABS
|
BUY | +13.47% | 15.3M | $1.6B | — |
|
ABNB|AIRBNB INC
|
SELL | -3.68% | 10.2M | $1.5B | -1.5% |
|
UNH|UNITEDHEALTH GROUP INC
|
SELL | -7.64% | 2.2M | $1.1B | +55.6% |
|
PYPL|PAYPAL HLDGS INC
|
SELL | -99.94% | 12.8K | $741064 | -34.0% |
|
ADSK|AUTODESK INC
|
SELL | -99.18% | 42.1K | $10M | +1.8% |
|
ZTS|ZOETIS INC
|
BUY | +41.72% | 7.0M | $1.2B | — |
|
NVO|NOVO-NORDISK A S
|
SELL | -6.41% | 7.4M | $1.1B | +44.9% |
|
WDAY|WORKDAY INC
|
SELL | -9.02% | 3.4M | $767M | +26.7% |
|
SHOP|SHOPIFY INC
|
BUY | NEW | 14.7M | $972M | — |
|
IT|GARTNER INC
|
SELL | -8.63% | 1.7M | $741M | — |
|
MSCI|MSCI INC
|
BUY | NEW | 1.7M | $795M | — |
|
NKE|NIKE INC
|
BUY | +51.89% | 9.0M | $676M | — |
|
LLY|ELI LILLY & CO
|
SELL | -8.03% | 547.1K | $495M | +44.6% |
|
GOOGL|ALPHABET INC
|
SELL | -2.08% | 2.1M | $381M | — |
|
AFW|ALIGN TECHNOLOGY INC
|
SELL | -98.42% | 20.0K | $5M | — |
|
ICLR|ICON PLC
|
SELL | -8.98% | 1.1M | $340M | — |
|
PAYC|PAYCOM SOFTWARE INC
|
BUY | NEW | 2.2M | $320M | — |
|
SAP|SAP SE
|
BUY | +0.95% | 1.3M | $253M | — |
|
AON|AON PLC
|
BUY | +0.30% | 822.0K | $241M | — |
|
ADP|AUTOMATIC DATA PROCESSING IN
|
SELL | -2.25% | 491.9K | $117M | — |
|
IWF|ISHARES TR
|
SELL | -28.31% | 297.8K | $109M | — |
|
GLOB|GLOBANT S A
|
BUY | +33.35% | 477.3K | $85M | — |
|
MDT|MEDTRONIC PLC
|
BUY | +6.76% | 1.0M | $83M | — |
|
KARO|KAROOOOO LTD
|
SELL | EXIT | — | — | +0.3% |
|
ILMN|ILLUMINA INC
|
SELL | EXIT | — | — | -59.0% |
|
ACWI|ISHARES TR
|
BUY | +72.94% | 175.7K | $20M | — |
|
HELE|HELEN OF TROY LTD
|
SELL | EXIT | — | — | -50.0% |
|
GSHD|GOOSEHEAD INS INC
|
SELL | -15.08% | 129.1K | $7M | -34.7% |
|
HLI|HOULIHAN LOKEY INC
|
SELL | -35.29% | 82.4K | $11M | +81.0% |
|
SGOV|ISHARES TR
|
BUY | +106.47% | 10.3K | $1M | — |
|
MELI|MERCADOLIBRE INC
|
SELL | -28.11% | 31.0K | $51M | +12.8% |
|
HLNE|HAMILTON LANE INC
|
SELL | -18.01% | 78.2K | $10M | +51.9% |
|
MKTX|MARKETAXESS HLDGS INC
|
BUY | +81.21% | 8.1K | $2M | — |
|
LVS|LAS VEGAS SANDS CORP
|
SELL | -15.59% | 196.4K | $9M | -17.7% |
|
BIL|SPDR SER TR
|
SELL | -84.85% | 91.9K | $8M | +0.1% |
|
HDB|HDFC BANK LTD
|
BUY | +51.50% | 853.4K | $55M | — |
|
ASML|ASML HOLDING N V
|
BUY | +6.89% | 51.1K | $52M | — |
|
UL|UNILEVER PLC
|
BUY | +7.00% | 500.7K | $28M | — |
|
FET|FORUM ENERGY TECHNOLOGIES IN
|
SELL | EXIT | — | — | -22.9% |
|
TME|TENCENT MUSIC ENTMT GROUP
|
SELL | -42.04% | 1.5M | $21M | +69.8% |
|
DLO|DLOCAL LTD
|
SELL | -20.67% | 953.7K | $8M | -13.0% |
|
ALIT|ALIGHT INC
|
SELL | -34.10% | 1.0M | $7M | -9.5% |
|
PGNY|PROGYNY INC
|
BUY | +2.30% | 348.3K | $10M | — |
|
YUMC|YUM CHINA HLDGS INC
|
SELL | -25.80% | 201.4K | $6M | -35.4% |
|
EPAM|EPAM SYS INC
|
SELL | -29.26% | 25.8K | $5M | -38.3% |
|
CWAN|CLEARWATER ANALYTICS HLDGS I
|
BUY | +96.58% | 571.8K | $11M | — |
|
EXLS|EXLSERVICE HOLDINGS INC
|
BUY | +268.97% | 327.1K | $10M | — |
|
CCC|CCC INTELLIGENT SOLUTIONS HL
|
BUY | +47.93% | 854.2K | $9M | — |
|
GNRC|GENERAC HLDGS INC
|
BUY | +53.87% | 71.0K | $9M | — |
|
WING|WINGSTOP INC
|
SELL | EXIT | — | — | +183.4% |
|
YETI|YETI HLDGS INC
|
SELL | -26.64% | 120.6K | $5M | -36.2% |
|
ALRM|ALARM COM HLDGS INC
|
SELL | -0.58% | 128.2K | $8M | — |
|
RVLV|REVOLVE GROUP INC
|
BUY | +24.95% | 512.0K | $8M | — |
|
EEFT|EURONET WORLDWIDE INC
|
SELL | -17.03% | 64.7K | $7M | +13.4% |
|
CNM|CORE & MAIN INC
|
SELL | -15.04% | 159.0K | $8M | +71.4% |
|
BMBL|BUMBLE INC
|
SELL | EXIT | — | — | -56.6% |
|
WRBY|WARBY PARKER INC
|
SELL | -5.26% | 463.9K | $7M | -58.1% |
|
PDD|PDD HOLDINGS INC
|
BUY | NEW | 54.9K | $7M | — |
|
MEDP|MEDPACE HLDGS INC
|
BUY | +2.79% | 17.3K | $7M | — |
|
ATHM|AUTOHOME INC
|
SELL | EXIT | — | — | -21.1% |
|
BL|BLACKLINE INC
|
SELL | -6.30% | 104.0K | $5M | -40.2% |
|
FIVE|FIVE BELOW INC
|
SELL | -31.76% | 20.8K | $2M | -1.5% |
|
FOXF|FOX FACTORY HLDG CORP
|
SELL | -15.86% | 80.5K | $4M | — |
|
QLYS|QUALYS INC
|
SELL | -19.24% | 25.6K | $4M | +29.4% |
|
FSV|FIRSTSERVICE CORP NEW
|
SELL | -18.68% | 29.8K | $5M | +13.5% |
|
SITM|SITIME CORP
|
BUY | +33.00% | 46.1K | $6M | — |
|
DAVA|ENDAVA PLC
|
SELL | -71.53% | 18.9K | $553515 | -65.1% |
|
LGIH|LGI HOMES INC
|
SELL | -20.34% | 20.1K | $2M | -15.8% |
|
ACWX|ISHARES TR
|
SELL | -76.20% | 39.4K | $2M | +2.7% |
|
IWM|ISHARES TR
|
BUY | +457.38% | 9.9K | $2M | — |
|
DT|DYNATRACE INC
|
SELL | -44.64% | 51.1K | $2M | +9.8% |
|
RH|RH
|
SELL | -50.53% | 8.3K | $2M | -40.1% |
|
DOCS|DOXIMITY INC
|
SELL | -38.98% | 105.5K | $3M | -26.4% |
|
APPF|APPFOLIO INC
|
SELL | -34.05% | 17.9K | $4M | +76.7% |
|
KBIA|KB FINL GROUP INC
|
SELL | -3.57% | 78.3K | $4M | — |
|
TSM|TAIWAN SEMICONDUCTOR MFG LTD
|
SELL | EXIT | — | — | +60.7% |
|
OPCH|OPTION CARE HEALTH INC
|
BUY | NEW | 153.5K | $4M | — |
|
MORN|MORNINGSTAR INC
|
SELL | -41.50% | 8.1K | $2M | +38.8% |
|
CATH|GLOBAL X FDS
|
BUY | +935.69% | 55.8K | $4M | — |
|
FND|FLOOR & DECOR HLDGS INC
|
SELL | -75.58% | 7.6K | $758995 | +29.1% |
|
SITE|SITEONE LANDSCAPE SUPPLY INC
|
SELL | -19.79% | 17.1K | $2M | +17.3% |
|
AMN|AMN HEALTHCARE SVCS INC
|
BUY | +36.03% | 61.8K | $3M | — |
|
VONG|VANGUARD SCOTTSDALE FDS
|
BUY | +3.82% | 34.5K | $3M | — |
|
XPEL|XPEL INC
|
SELL | EXIT | — | — | -52.7% |
|
AAON|AAON INC
|
BUY | NEW | 34.9K | $3M | — |
|
ETSY|ETSY INC
|
SELL | -4.07% | 32.9K | $2M | -30.1% |
|
IBP|INSTALLED BLDG PRODS INC
|
BUY | NEW | 13.1K | $3M | — |
|
VUG|VANGUARD INDEX FDS
|
SELL | EXIT | — | — | +25.5% |
|
TYL|TYLER TECHNOLOGIES INC
|
SELL | -49.56% | 3.1K | $2M | +14.9% |
|
MPWR|MONOLITHIC PWR SYS INC
|
SELL | -39.52% | 2.4K | $2M | +44.9% |
|
TECH|BIO-TECHNE CORP
|
BUY | +58.41% | 35.5K | $3M | — |
|
AZPN1USD|ASPEN TECHNOLOGY INC
|
SELL | -11.37% | 9.9K | $2M | — |
|
MODG|TOPGOLF CALLAWAY BRANDS CORP
|
BUY | +17.18% | 153.1K | $2M | — |
|
TREX|TREX CO INC
|
SELL | -79.98% | 5.4K | $398691 | — |
|
BWMN|BOWMAN CONSULTING GROUP LTD
|
SELL | -18.44% | 46.1K | $1M | +7.9% |
|
RGEN|REPLIGEN CORP
|
BUY | NEW | 14.6K | $2M | — |
|
CRL|CHARLES RIV LABS INTL INC
|
SELL | -9.69% | 5.7K | $1M | +1.2% |
|
AIT|APPLIED INDL TECHNOLOGIES IN
|
BUY | NEW | 7.6K | $1M | — |
|
CPA|COPA HOLDINGS SA
|
SELL | -20.07% | 11.2K | $1M | -0.8% |
|
ROAD|CONSTRUCTION PARTNERS INC
|
BUY | NEW | 25.6K | $1M | — |
|
SKIL|SKILLSOFT CORP
|
SELL | -6.49% | 73.1K | $1M | -48.3% |
|
POOL|POOL CORP
|
BUY | +2.65% | 3.5K | $1M | — |
|
OLLI|OLLIES BARGAIN OUTLET HLDGS
|
BUY | NEW | 12.8K | $1M | — |
|
KSPI|KASPI KZ JSC
|
BUY | NEW | 9.7K | $1M | — |
|
KNSL|KINSALE CAP GROUP INC
|
BUY | NEW | 2.3K | $891923 | — |
|
TTEK|TETRA TECH INC NEW
|
BUY | NEW | 3.3K | $676624 | — |
|
TPLC|TIMOTHY PLAN
|
SELL | EXIT | — | — | +15.3% |
|
FCX|FREEPORT-MCMORAN INC
|
BUY | +0.09% | 10.4K | $506363 | — |
|
TPIF|TIMOTHY PLAN
|
SELL | EXIT | — | — | +9.3% |
|
META|META PLATFORMS INC
|
BUY | NEW | 808 | $407328 | — |
|
SPY|SPDR S&P 500 ETF TR
|
SELL | EXIT | — | — | +16.5% |
| 2024-Q1 | |||||
|
AMZN|AMAZON COM INC
|
BUY | +0.01% | 36.3M | $5.5B | — |
|
MSFT|MICROSOFT CORP
|
BUY | +0.01% | 10.0M | $3.7B | — |
|
NOW|SERVICENOW INC
|
BUY | +0.00% | 3.8M | $2.7B | — |
|
GOOG|ALPHABET INC
|
BUY | +0.01% | 18.8M | $2.6B | — |
|
ADBE|ADOBE INC
|
BUY | +0.01% | 4.2M | $2.5B | — |
|
MA|MASTERCARD INCORPORATED
|
BUY | +0.01% | 4.6M | $2.0B | — |
|
V|VISA INC
|
BUY | +0.01% | 7.3M | $1.9B | — |
|
ACCENTURE PLC IRELAND
|
BUY | +0.01% | 4.8M | $1.7B | — |
|
ABT|ABBOTT LABS
|
BUY | +0.01% | 13.5M | $1.5B | — |
|
ADSK|AUTODESK INC
|
BUY | +0.01% | 5.1M | $1.2B | — |
|
TMO|THERMO FISHER SCIENTIFIC INC
|
BUY | +0.01% | 2.0M | $1.1B | — |
|
WDAY|WORKDAY INC
|
BUY | +0.02% | 3.8M | $1.0B | — |
|
AON|AON PLC
|
BUY | +0.05% | 819.6K | $239M | — |
|
ADP|AUTOMATIC DATA PROCESSING IN
|
BUY | +0.09% | 503.3K | $117M | — |
|
MSCI|MSCI INC
|
BUY | +0.09% | 135.3K | $77M | — |
|
FND|FLOOR & DECOR HLDGS INC
|
SELL | -99.88% | 31.3K | $3M | +22.9% |
|
ICLR|ICON PLC
|
BUY | +0.05% | 1.2M | $5M | — |
|
GLOB|GLOBANT S A
|
BUY | +0.04% | 358.0K | $5M | — |
|
KBIA|KB FINL GROUP INC
|
BUY | NEW | 81.2K | $4M | — |
|
CPA|COPA HOLDINGS SA
|
BUY | NEW | 14.0K | $1M | — |
|
FCX|FREEPORT-MCMORAN INC
|
BUY | NEW | 10.4K | $489478 | — |
|
NTES|NETEASE INC
|
BUY | NEW | 4.0K | $413880 | — |
| 2023-Q4 | |||||
|
AMZN|AMAZON COM INC
|
SELL | -3.01% | 36.3M | $5.5B | +25.6% |
|
MSFT|MICROSOFT CORP
|
BUY | +39.21% | 10.0M | $3.7B | — |
|
NOW|SERVICENOW INC
|
SELL | -4.96% | 3.8M | $2.7B | +86.0% |
|
GOOG|ALPHABET INC
|
SELL | -3.59% | 18.8M | $2.6B | — |
|
ADBE|ADOBE INC
|
SELL | -3.91% | 4.2M | $2.5B | — |
|
NFLX|NETFLIX INC
|
SELL | -36.60% | 4.1M | $2.0B | +16.6% |
|
MA|MASTERCARD INCORPORATED
|
SELL | -3.16% | 4.6M | $2.0B | — |
|
CRM|SALESFORCE INC
|
SELL | -5.03% | 7.3M | $1.9B | +16.9% |
|
V|VISA INC
|
SELL | -3.67% | 7.3M | $1.9B | — |
|
ACCENTURE PLC IRELAND
|
SELL | -3.79% | 4.8M | $1.7B | — |
|
ABNB|AIRBNB INC
|
SELL | -4.60% | 10.6M | $1.4B | -16.4% |
|
ABT|ABBOTT LABS
|
BUY | +0.05% | 13.5M | $1.5B | — |
|
UNH|UNITEDHEALTH GROUP INC
|
SELL | -4.06% | 2.4M | $1.3B | +68.9% |
|
PYPL|PAYPAL HLDGS INC
|
SELL | -4.11% | 20.8M | $1.3B | -40.9% |
|
ADSK|AUTODESK INC
|
SELL | -4.26% | 5.1M | $1.2B | -0.9% |
|
TMO|THERMO FISHER SCIENTIFIC INC
|
SELL | -5.49% | 2.0M | $1.1B | -8.8% |
|
WDAY|WORKDAY INC
|
SELL | -4.61% | 3.8M | $1.0B | +17.6% |
|
ZTS|ZOETIS INC
|
SELL | -3.72% | 5.0M | $981M | — |
|
NVO|NOVO-NORDISK A S
|
BUY | +0.66% | 8.0M | $823M | — |
|
IT|GARTNER INC
|
SELL | -5.66% | 1.8M | $815M | — |
|
ILMN|ILLUMINA INC
|
SELL | -99.34% | 33.9K | $81M | -57.5% |
|
NKE|NIKE INC
|
SELL | -4.11% | 5.9M | $641M | — |
|
AFW|ALIGN TECHNOLOGY INC
|
SELL | -17.88% | 1.3M | $347M | — |
|
LLY|ELI LILLY & CO
|
SELL | -4.65% | 594.8K | $81M | +9.0% |
|
ICLR|ICON PLC
|
SELL | -2.56% | 1.2M | $5M | — |
|
GOOGL|ALPHABET INC
|
SELL | -1.49% | 2.1M | $299M | — |
|
AON|AON PLC
|
BUY | +0.48% | 819.2K | $239M | — |
|
SAP|SAP SE
|
SELL | -1.58% | 1.2M | $192M | — |
|
ADP|AUTOMATIC DATA PROCESSING IN
|
BUY | +0.46% | 502.8K | $117M | — |
|
GSHD|GOOSEHEAD INS INC
|
SELL | -31.51% | 152.0K | $81M | -21.2% |
|
ACWI|ISHARES TR
|
BUY | +87.14% | 101.6K | $81M | — |
|
HELE|HELEN OF TROY LTD
|
SELL | -8.89% | 20.1K | $81M | -47.5% |
|
KARO|KAROOOOO LTD
|
SELL | -84.23% | 9.2K | $81M | -14.9% |
|
MDT|MEDTRONIC PLC
|
BUY | +23.74% | 983.5K | $81M | — |
|
IWF|ISHARES TR
|
BUY | +38.70% | 415.4K | $68M | — |
|
MSCI|MSCI INC
|
SELL | -2.92% | 135.2K | $77M | -3.0% |
|
GLOB|GLOBANT S A
|
SELL | -2.90% | 357.8K | $5M | +2.2% |
|
HLNE|HAMILTON LANE INC
|
SELL | -16.89% | 95.4K | $68M | +20.1% |
|
MKTX|MARKETAXESS HLDGS INC
|
BUY | NEW | 4.5K | $68M | — |
|
HLI|HOULIHAN LOKEY INC
|
SELL | -1.29% | 127.3K | $68M | +46.5% |
|
MELI|MERCADOLIBRE INC
|
SELL | -10.95% | 43.2K | $68M | +0.9% |
|
LVS|LAS VEGAS SANDS CORP
|
SELL | -27.05% | 232.6K | $68M | -14.6% |
|
SGOV|ISHARES TR
|
BUY | NEW | 5.0K | $68M | — |
|
SHOP|SHOPIFY INC
|
SELL | -2.84% | 779.9K | $61M | +61.2% |
|
BIL|SPDR SER TR
|
BUY | NEW | 606.6K | $55M | — |
|
UL|UNILEVER PLC
|
SELL | -40.20% | 467.9K | $23M | — |
|
ASML|ASML HOLDING N V
|
SELL | -26.75% | 47.8K | $36M | -4.7% |
|
DLO|DLOCAL LTD
|
SELL | -37.49% | 1.2M | $21M | +17.1% |
|
HDB|HDFC BANK LTD
|
BUY | +19.07% | 563.3K | $5M | — |
|
FND|FLOOR & DECOR HLDGS INC
|
BUY | NEW | 25.2M | $28M | — |
|
FET|FORUM ENERGY TECHNOLOGIES IN
|
BUY | +0.00% | 25.2M | $24M | — |
|
TME|TENCENT MUSIC ENTMT GROUP
|
SELL | -26.20% | 2.6M | $23M | -7.1% |
|
EL|LAUDER ESTEE COS INC
|
SELL | EXIT | — | — | -37.6% |
|
EPAM|EPAM SYS INC
|
SELL | -34.85% | 36.4K | $11M | -18.4% |
|
ATHM|AUTOHOME INC
|
SELL | -44.00% | 253.6K | $7M | -20.9% |
|
ALIT|ALIGHT INC
|
SELL | -9.65% | 1.5M | $13M | -18.0% |
|
PGNY|PROGYNY INC
|
SELL | -2.49% | 340.5K | $13M | -31.5% |
|
FIVE|FIVE BELOW INC
|
SELL | -60.66% | 30.5K | $6M | +26.0% |
|
YUMC|YUM CHINA HLDGS INC
|
BUY | +28.72% | 271.4K | $12M | — |
|
YETI|YETI HLDGS INC
|
SELL | -30.39% | 164.4K | $9M | -30.6% |
|
CCC|CCC INTELLIGENT SOLUTIONS HL
|
SELL | -21.08% | 577.4K | $7M | +26.7% |
|
WING|WINGSTOP INC
|
SELL | -27.94% | 35.4K | $9M | +62.4% |
|
FOXF|FOX FACTORY HLDG CORP
|
BUY | +5.92% | 95.7K | $6M | — |
|
QLYS|QUALYS INC
|
SELL | -46.06% | 31.7K | $6M | +51.2% |
|
ALRM|ALARM COM HLDGS INC
|
SELL | -8.85% | 128.9K | $8M | — |
|
EEFT|EURONET WORLDWIDE INC
|
BUY | +4.70% | 78.0K | $8M | — |
|
BMBL|BUMBLE INC
|
BUY | +20.23% | 517.6K | $8M | — |
|
CNM|CORE & MAIN INC
|
BUY | NEW | 187.1K | $8M | — |
|
BL|BLACKLINE INC
|
SELL | -4.14% | 111.0K | $7M | -42.1% |
|
WRBY|WARBY PARKER INC
|
BUY | +32.38% | 489.6K | $7M | — |
|
RVLV|REVOLVE GROUP INC
|
SELL | -15.18% | 409.7K | $7M | -52.7% |
|
APPF|APPFOLIO INC
|
SELL | -21.87% | 27.1K | $5M | +41.6% |
|
GNRC|GENERAC HLDGS INC
|
BUY | NEW | 46.1K | $6M | — |
|
FSV|FIRSTSERVICE CORP NEW
|
SELL | -8.79% | 36.6K | $6M | +14.1% |
|
CWAN|CLEARWATER ANALYTICS HLDGS I
|
SELL | -4.50% | 290.9K | $6M | +14.3% |
|
DAVA|ENDAVA PLC
|
SELL | -33.12% | 66.5K | $5M | -30.2% |
|
ACWX|ISHARES TR
|
BUY | +616.45% | 165.5K | $5M | — |
|
MEDP|MEDPACE HLDGS INC
|
BUY | NEW | 16.9K | $5M | — |
|
IWM|ISHARES TR
|
BUY | NEW | 1.8K | $5M | — |
|
LGIH|LGI HOMES INC
|
BUY | NEW | 25.2K | $5M | — |
|
DT|DYNATRACE INC
|
SELL | -14.69% | 92.3K | $5M | +21.7% |
|
TSM|TAIWAN SEMICONDUCTOR MFG LTD
|
SELL | -25.36% | 42.1K | $4M | +3.2% |
|
RH|RH
|
SELL | -9.01% | 16.7K | $5M | -42.9% |
|
DOCS|DOXIMITY INC
|
SELL | -19.60% | 172.9K | $5M | -33.7% |
|
TYL|TYLER TECHNOLOGIES INC
|
SELL | -50.51% | 6.2K | $3M | -1.3% |
|
XPEL|XPEL INC
|
SELL | -7.53% | 57.1K | $3M | -38.9% |
|
PAYC|PAYCOM SOFTWARE INC
|
SELL | -5.41% | 16.4K | $3M | -43.5% |
|
SITM|SITIME CORP
|
BUY | +0.39% | 34.6K | $4M | — |
|
MORN|MORNINGSTAR INC
|
SELL | -1.96% | 13.8K | $4M | +26.1% |
|
SITE|SITEONE LANDSCAPE SUPPLY INC
|
SELL | -9.07% | 21.3K | $3M | +8.5% |
|
AMN|AMN HEALTHCARE SVCS INC
|
BUY | +39.23% | 45.4K | $3M | — |
|
ETSY|ETSY INC
|
BUY | +83.30% | 34.3K | $3M | — |
|
TTD|THE TRADE DESK INC
|
SELL | EXIT | — | — | +16.8% |
|
EXLS|EXLSERVICE HOLDINGS INC
|
SELL | -8.69% | 88.7K | $3M | -3.0% |
|
VUG|VANGUARD INDEX FDS
|
BUY | +21.26% | 8.4K | $3M | — |
|
VONG|VANGUARD SCOTTSDALE FDS
|
BUY | NEW | 33.3K | $3M | — |
|
MPWR|MONOLITHIC PWR SYS INC
|
BUY | +62.23% | 4.0K | $3M | — |
|
AZPN1USD|ASPEN TECHNOLOGY INC
|
BUY | +47.66% | 11.1K | $2M | — |
|
TREX|TREX CO INC
|
SELL | -8.79% | 26.9K | $2M | — |
|
BWMN|BOWMAN CONSULTING GROUP LTD
|
BUY | NEW | 56.6K | $2M | — |
|
MODG|TOPGOLF CALLAWAY BRANDS CORP
|
BUY | NEW | 130.7K | $2M | — |
|
DOCU|DOCUSIGN INC
|
SELL | EXIT | — | — | -73.7% |
|
TECH|BIO-TECHNE CORP
|
BUY | NEW | 22.4K | $2M | — |
|
EVTC|EVERTEC INC
|
SELL | EXIT | — | — | +3.0% |
|
SKIL|SKILLSOFT CORP
|
SELL | EXIT | — | — | -86.9% |
|
CRL|CHARLES RIV LABS INTL INC
|
BUY | +26.43% | 6.3K | $1M | — |
|
SKIL|SKILLSOFT CORP
|
BUY | NEW | 78.2K | $1M | — |
|
POOL|POOL CORP
|
BUY | NEW | 3.4K | $1M | — |
|
FICO|FAIR ISAAC CORP
|
SELL | EXIT | — | — | +119.8% |
|
MKL|MARKEL GROUP INC
|
SELL | EXIT | — | — | +4.3% |
|
TPLC|TIMOTHY PLAN
|
SELL | -5.48% | 15.1K | $578794 | -0.4% |
|
TPIF|TIMOTHY PLAN
|
BUY | +7.31% | 15.9K | $419833 | — |
|
CATH|GLOBAL X FDS
|
SELL | -21.97% | 5.4K | $350527 | +5.6% |
|
SPY|SPDR S&P 500 ETF TR
|
BUY | NEW | 662 | $314638 | — |
| 2023-Q3 | |||||
|
AMZN|AMAZON COM INC
|
SELL | -11.47% | 37.4M | $4.8B | +17.5% |
|
NFLX|NETFLIX INC
|
SELL | -2.58% | 6.4M | $2.4B | +11.8% |
|
GOOG|ALPHABET INC
|
SELL | -4.12% | 19.5M | $2.6B | — |
|
MSFT|MICROSOFT CORP
|
SELL | -3.67% | 7.2M | $2.3B | — |
|
NOW|SERVICENOW INC
|
SELL | -5.23% | 4.0M | $2.2B | +61.8% |
|
ADBE|ADOBE INC
|
SELL | -6.64% | 4.3M | $2.2B | — |
|
MA|MASTERCARD INCORPORATED
|
SELL | -3.71% | 4.8M | $1.9B | — |
|
V|VISA INC
|
SELL | -3.66% | 7.6M | $1.7B | — |
|
CRM|SALESFORCE INC
|
SELL | -3.19% | 7.7M | $1.6B | +14.6% |
|
ACCENTURE PLC IRELAND
|
SELL | -3.30% | 5.0M | $1.5B | — |
|
ABNB|AIRBNB INC
|
SELL | -4.18% | 11.1M | $1.5B | -9.5% |
|
ABT|ABBOTT LABS
|
SELL | -2.75% | 13.5M | $1.3B | +16.0% |
|
PYPL|PAYPAL HLDGS INC
|
SELL | -2.15% | 21.7M | $1.3B | -35.1% |
|
UNH|UNITEDHEALTH GROUP INC
|
SELL | -4.45% | 2.5M | $1.3B | +56.0% |
|
TMO|THERMO FISHER SCIENTIFIC INC
|
SELL | -3.91% | 2.2M | $1.1B | -0.8% |
|
ADSK|AUTODESK INC
|
SELL | -2.39% | 5.3M | $1.1B | -2.1% |
|
ILMN|ILLUMINA INC
|
BUY | +0.57% | 5.1M | $704M | — |
|
ZTS|ZOETIS INC
|
SELL | -4.34% | 5.2M | $898M | — |
|
WDAY|WORKDAY INC
|
BUY | +2.02% | 4.0M | $849M | — |
|
NVO|NOVO-NORDISK A S
|
BUY | NEW | 7.9M | $719M | — |
|
NKE|NIKE INC
|
SELL | -3.08% | 6.2M | $589M | — |
|
IT|GARTNER INC
|
SELL | -1.93% | 1.9M | $658M | — |
|
AFW|ALIGN TECHNOLOGY INC
|
SELL | -2.40% | 1.5M | $471M | — |
|
DOCU|DOCUSIGN INC
|
SELL | -99.49% | 43.4K | $2M | -68.9% |
|
ICLR|ICON PLC
|
SELL | -16.58% | 1.2M | $301M | — |
|
LLY|ELI LILLY & CO
|
BUY | NEW | 623.8K | $335M | — |
|
GOOGL|ALPHABET INC
|
SELL | -3.79% | 2.2M | $284M | — |
|
AON|AON PLC
|
BUY | +0.55% | 815.3K | $264M | — |
|
SAP|SAP SE
|
SELL | -0.36% | 1.3M | $163M | — |
|
ADP|AUTOMATIC DATA PROCESSING IN
|
SELL | -8.22% | 500.5K | $120M | — |
|
IWF|ISHARES TR
|
BUY | +133.80% | 299.5K | $80M | — |
|
GLOB|GLOBANT S A
|
BUY | +0.38% | 368.5K | $73M | — |
|
MSCI|MSCI INC
|
BUY | NEW | 139.2K | $71M | — |
|
MDT|MEDTRONIC PLC
|
BUY | +1.65% | 794.8K | $62M | — |
|
MELI|MERCADOLIBRE INC
|
BUY | +0.21% | 48.5K | $61M | — |
|
SHOP|SHOPIFY INC
|
BUY | +2.04% | 802.6K | $44M | — |
|
ASML|ASML HOLDING N V
|
BUY | +2.13% | 65.2K | $38M | — |
|
UL|UNILEVER PLC
|
BUY | +2.27% | 782.5K | $39M | — |
|
DLO|DLOCAL LTD
|
BUY | +13.90% | 1.9M | $37M | — |
|
HDB|HDFC BANK LTD
|
BUY | +2.49% | 473.1K | $28M | — |
|
EL|LAUDER ESTEE COS INC
|
BUY | +6.68% | 135.7K | $20M | — |
|
TME|TENCENT MUSIC ENTMT GROUP
|
BUY | +10.07% | 3.5M | $22M | — |
|
LVS|LAS VEGAS SANDS CORP
|
SELL | -4.50% | 318.9K | $15M | -1.6% |
|
GSHD|GOOSEHEAD INS INC
|
SELL | -3.58% | 221.9K | $17M | -27.5% |
|
FIVE|FIVE BELOW INC
|
BUY | +6.01% | 77.4K | $12M | — |
|
EPAM|EPAM SYS INC
|
SELL | -4.38% | 55.9K | $14M | -20.9% |
|
HLI|HOULIHAN LOKEY INC
|
SELL | -1.47% | 129.0K | $14M | +42.3% |
|
ATHM|AUTOHOME INC
|
SELL | -4.25% | 452.9K | $14M | -13.3% |
|
ALIT|ALIGHT INC
|
BUY | +23.11% | 1.7M | $12M | — |
|
YUMC|YUM CHINA HLDGS INC
|
SELL | -4.37% | 210.8K | $12M | -8.3% |
|
PGNY|PROGYNY INC
|
BUY | +25.83% | 349.2K | $12M | — |
|
YETI|YETI HLDGS INC
|
BUY | +4.62% | 236.2K | $11M | — |
|
HLNE|HAMILTON LANE INC
|
SELL | -1.42% | 114.8K | $10M | +18.2% |
|
WING|WINGSTOP INC
|
SELL | -1.55% | 49.1K | $9M | +24.3% |
|
FOXF|FOX FACTORY HLDG CORP
|
SELL | -1.38% | 90.4K | $9M | — |
|
CCC|CCC INTELLIGENT SOLUTIONS HL
|
BUY | +13.21% | 731.7K | $10M | — |
|
QLYS|QUALYS INC
|
SELL | -2.12% | 58.7K | $9M | +27.2% |
|
EEFT|EURONET WORLDWIDE INC
|
SELL | -2.24% | 74.5K | $6M | -11.2% |
|
ALRM|ALARM COM HLDGS INC
|
SELL | -1.46% | 141.4K | $9M | — |
|
RVLV|REVOLVE GROUP INC
|
BUY | +14.59% | 483.1K | $7M | — |
|
APPF|APPFOLIO INC
|
SELL | -13.17% | 34.7K | $6M | +37.8% |
|
DOCS|DOXIMITY INC
|
BUY | +11.61% | 215.0K | $5M | — |
|
BMBL|BUMBLE INC
|
BUY | +20.27% | 430.5K | $6M | — |
|
BL|BLACKLINE INC
|
SELL | -1.58% | 115.8K | $6M | -43.2% |
|
FSV|FIRSTSERVICE CORP NEW
|
SELL | -2.02% | 40.2K | $6M | +15.1% |
|
RH|RH
|
SELL | -1.28% | 18.4K | $5M | -17.0% |
|
CWAN|CLEARWATER ANALYTICS HLDGS I
|
BUY | NEW | 304.6K | $6M | — |
|
DAVA|ENDAVA PLC
|
SELL | -1.59% | 99.4K | $6M | -40.1% |
|
DT|DYNATRACE INC
|
BUY | +6.34% | 108.2K | $5M | — |
|
TYL|TYLER TECHNOLOGIES INC
|
SELL | -0.80% | 12.5K | $5M | -6.0% |
|
ALTREUR|ALTAIR ENGR INC
|
SELL | EXIT | — | — | — |
|
PAYC|PAYCOM SOFTWARE INC
|
BUY | +8.46% | 17.3K | $4M | — |
|
ACWI|ISHARES TR
|
BUY | +119.29% | 54.3K | $5M | — |
|
TSM|TAIWAN SEMICONDUCTOR MFG LTD
|
BUY | NEW | 56.4K | $5M | — |
|
WRBY|WARBY PARKER INC
|
BUY | +12.46% | 369.8K | $5M | — |
|
XPEL|XPEL INC
|
BUY | NEW | 61.7K | $5M | — |
|
FND|FLOOR & DECOR HLDGS INC
|
SELL | -3.59% | 42.5K | $4M | +4.1% |
|
OLOGBX|OLO INC
|
SELL | EXIT | — | — | — |
|
DCGO|DOCGO INC
|
SELL | EXIT | — | — | -2.7% |
|
SITM|SITIME CORP
|
SELL | -1.97% | 34.5K | $4M | +22.0% |
|
SITE|SITEONE LANDSCAPE SUPPLY INC
|
SELL | -2.24% | 23.5K | $4M | +23.5% |
|
AMN|AMN HEALTHCARE SVCS INC
|
SELL | -2.46% | 32.6K | $3M | — |
|
MORN|MORNINGSTAR INC
|
BUY | +150.11% | 14.1K | $3M | — |
|
FTCHQ|FARFETCH LTD
|
SELL | EXIT | — | — | -77.8% |
|
KARO|KAROOOOO LTD
|
SELL | -51.81% | 58.6K | $1M | -18.4% |
|
TTD|THE TRADE DESK INC
|
BUY | +1.00% | 35.5K | $3M | — |
|
EXLS|EXLSERVICE HOLDINGS INC
|
BUY | NEW | 97.1K | $3M | — |
|
HELE|HELEN OF TROY LTD
|
SELL | -1.73% | 22.1K | $3M | -39.1% |
|
CATH|GLOBAL X FDS
|
SELL | -85.25% | 6.9K | $361132 | +5.1% |
|
LESL|LESLIES INC
|
SELL | EXIT | — | — | -39.9% |
|
CPRT|COPART INC
|
SELL | EXIT | — | — | +47.8% |
|
TREX|TREX CO INC
|
BUY | +1.00% | 29.5K | $2M | — |
|
VUG|VANGUARD INDEX FDS
|
BUY | +147.04% | 6.9K | $2M | — |
|
AZPN1USD|ASPEN TECHNOLOGY INC
|
BUY | +1.02% | 7.5K | $2M | — |
|
MPWR|MONOLITHIC PWR SYS INC
|
BUY | +1.01% | 2.5K | $1M | — |
|
ETSY|ETSY INC
|
BUY | +19.44% | 18.7K | $1M | — |
|
ACWX|ISHARES TR
|
BUY | +23.91% | 23.1K | $1M | — |
|
CRL|CHARLES RIV LABS INTL INC
|
BUY | +1.01% | 5.0K | $980880 | — |
|
FICO|FAIR ISAAC CORP
|
BUY | +42.09% | 871 | $756490 | — |
|
MKL|MARKEL GROUP INC
|
BUY | +12.87% | 500 | $736245 | — |
|
TPLC|TIMOTHY PLAN
|
BUY | +10.18% | 16.0K | $552382 | — |
|
TPIF|TIMOTHY PLAN
|
SELL | -5.81% | 14.8K | $354627 | +1.2% |
|
IWM|ISHARES TR
|
SELL | EXIT | — | — | +5.9% |
|
LUXE|MYT NETHERLANDS PARENT B V
|
SELL | EXIT | — | — | -79.2% |
| 2023-Q2 | |||||
|
AMZN|AMAZON COM INC
|
SELL | -5.88% | 42.2M | $5.5B | -0.6% |
|
NFLX|NETFLIX INC
|
SELL | -5.03% | 6.6M | $2.9B | -9.6% |
|
MSFT|MICROSOFT CORP
|
SELL | -19.66% | 7.4M | $2.5B | — |
|
GOOG|ALPHABET INC
|
SELL | -4.59% | 20.3M | $2.5B | — |
|
NOW|SERVICENOW INC
|
SELL | -4.48% | 4.2M | $2.4B | +38.2% |
|
ADBE|ADOBE SYSTEMS INCORPORATED
|
SELL | -4.51% | 4.6M | $2.3B | — |
|
CRM|SALESFORCE INC
|
SELL | -24.75% | 7.9M | $1.7B | +9.2% |
|
MA|MASTERCARD INCORPORATED
|
SELL | -3.44% | 5.0M | $2.0B | — |
|
V|VISA INC
|
SELL | -2.64% | 7.9M | $1.9B | — |
|
ADSK|AUTODESK INC
|
SELL | -30.34% | 5.5M | $1.1B | -7.8% |
|
ACCENTURE PLC IRELAND
|
SELL | -3.48% | 5.2M | $1.6B | — |
|
ABT|ABBOTT LABS
|
SELL | -2.72% | 13.9M | $1.5B | +17.9% |
|
ABNB|AIRBNB INC
|
SELL | -2.92% | 11.6M | $1.5B | -23.7% |
|
PYPL|PAYPAL HLDGS INC
|
BUY | +77.02% | 22.2M | $1.5B | — |
|
TMO|THERMO FISHER SCIENTIFIC INC
|
SELL | -1.42% | 2.2M | $1.2B | -1.4% |
|
UNH|UNITEDHEALTH GROUP INC
|
SELL | -2.08% | 2.7M | $1.3B | +54.3% |
|
ILMN|ILLUMINA INC
|
BUY | +0.29% | 5.1M | $956M | — |
|
ZTS|ZOETIS INC
|
SELL | -2.45% | 5.4M | $930M | — |
|
IT|GARTNER INC
|
SELL | -27.87% | 2.0M | $684M | — |
|
WDAY|WORKDAY INC
|
BUY | NEW | 3.9M | $875M | — |
|
NKE|NIKE INC
|
SELL | -1.89% | 6.4M | $701M | — |
|
AFW|ALIGN TECHNOLOGY INC
|
SELL | -2.43% | 1.6M | $559M | — |
|
DOCU|DOCUSIGN INC
|
SELL | -0.07% | 8.5M | $433M | -67.1% |
|
ICLR|ICON PLC
|
SELL | -1.39% | 1.5M | $367M | — |
|
AON|AON PLC
|
SELL | -1.65% | 810.9K | $280M | +36.0% |
|
GOOGL|ALPHABET INC
|
SELL | -1.11% | 2.3M | $270M | — |
|
SAP|SAP SE
|
SELL | -3.74% | 1.3M | $173M | — |
|
ADP|AUTOMATIC DATA PROCESSING IN
|
BUY | +1.47% | 545.3K | $120M | — |
|
MDT|MEDTRONIC PLC
|
SELL | -2.55% | 781.9K | $69M | — |
|
MELI|MERCADOLIBRE INC
|
SELL | -4.48% | 48.4K | $57M | -11.4% |
|
GLOB|GLOBANT S A
|
BUY | +83.04% | 367.1K | $66M | — |
|
SHOP|SHOPIFY INC
|
SELL | -3.77% | 786.6K | $51M | +47.3% |
|
ASML|ASML HOLDING N V
|
SELL | -3.57% | 63.9K | $46M | -5.8% |
|
UL|UNILEVER PLC
|
SELL | -3.79% | 765.2K | $40M | — |
|
IWF|ISHARES TR
|
SELL | -6.44% | 128.1K | $35M | — |
|
HDB|HDFC BANK LTD
|
BUY | +55.85% | 461.6K | $32M | — |
|
EL|LAUDER ESTEE COS INC
|
BUY | +5.64% | 127.2K | $25M | — |
|
TME|TENCENT MUSIC ENTMT GROUP
|
SELL | -6.18% | 3.2M | $24M | -10.2% |
|
FET|FORUM ENERGY TECHNOLOGIES IN
|
BUY | NEW | 25.2M | $25M | — |
|
DLO|DLOCAL LTD
|
BUY | +88.02% | 1.7M | $21M | — |
|
LVS|LAS VEGAS SANDS CORP
|
BUY | +3.01% | 333.9K | $19M | — |
|
ATHM|AUTOHOME INC
|
SELL | -5.46% | 473.0K | $14M | -14.0% |
|
FIVE|FIVE BELOW INC
|
SELL | -1.95% | 73.0K | $14M | +39.5% |
|
GSHD|GOOSEHEAD INS INC
|
SELL | -20.86% | 230.1K | $14M | -36.7% |
|
EPAM|EPAM SYS INC
|
BUY | +31.05% | 58.5K | $13M | — |
|
HLI|HOULIHAN LOKEY INC
|
SELL | -4.86% | 130.9K | $13M | +24.9% |
|
ALIT|ALIGHT INC
|
BUY | +84.08% | 1.4M | $13M | — |
|
YUMC|YUM CHINA HLDGS INC
|
BUY | NEW | 220.5K | $12M | — |
|
FOXF|FOX FACTORY HLDG CORP
|
SELL | -5.06% | 91.6K | $10M | — |
|
RVLV|REVOLVE GROUP INC
|
SELL | -2.20% | 421.6K | $7M | -45.0% |
|
PGNY|PROGYNY INC
|
SELL | -4.45% | 277.5K | $11M | -27.6% |
|
ACWI|ISHARES TR
|
SELL | -77.58% | 24.8K | $2M | +2.2% |
|
WING|WINGSTOP INC
|
SELL | -4.88% | 49.9K | $10M | +45.3% |
|
HLNE|HAMILTON LANE INC
|
SELL | -4.83% | 116.4K | $9M | -6.2% |
|
EEFT|EURONET WORLDWIDE INC
|
SELL | -4.51% | 76.2K | $9M | +15.7% |
|
YETI|YETI HLDGS INC
|
BUY | +7.80% | 225.8K | $9M | — |
|
BL|BLACKLINE INC
|
SELL | -3.75% | 117.7K | $6M | -44.1% |
|
QLYS|QUALYS INC
|
SELL | -3.84% | 60.0K | $8M | +8.7% |
|
ALRM|ALARM COM HLDGS INC
|
SELL | -4.54% | 143.5K | $7M | — |
|
DAVA|ENDAVA PLC
|
SELL | -7.21% | 101.0K | $5M | -38.7% |
|
BMBL|BUMBLE INC
|
SELL | -4.26% | 358.0K | $6M | -39.3% |
|
CCC|CCC INTELLIGENT SOLUTIONS HL
|
SELL | -3.65% | 646.3K | $7M | +7.2% |
|
APPF|APPFOLIO INC
|
SELL | -31.12% | 39.9K | $7M | +7.7% |
|
DOCS|DOXIMITY INC
|
SELL | -4.79% | 192.7K | $7M | -10.6% |
|
FSV|FIRSTSERVICE CORP NEW
|
SELL | -3.44% | 41.0K | $6M | +9.5% |
|
RH|RH
|
SELL | -4.47% | 18.6K | $6M | -41.6% |
|
OLOGBX|OLO INC
|
SELL | -4.64% | 694.0K | $4M | — |
|
DT|DYNATRACE INC
|
SELL | -27.36% | 101.7K | $5M | +12.5% |
|
TYL|TYLER TECHNOLOGIES INC
|
BUY | +1.68% | 12.6K | $5M | — |
|
ALTREUR|ALTAIR ENGR INC
|
SELL | -3.43% | 67.8K | $5M | — |
|
PAYC|PAYCOM SOFTWARE INC
|
SELL | -0.56% | 16.0K | $5M | -19.4% |
|
FND|FLOOR & DECOR HLDGS INC
|
SELL | -4.97% | 44.1K | $5M | -0.7% |
|
SITE|SITEONE LANDSCAPE SUPPLY INC
|
SELL | -23.70% | 24.0K | $4M | +12.2% |
|
DCGO|DOCGO INC
|
BUY | +24.07% | 456.0K | $4M | — |
|
ACWX|ISHARES TR
|
SELL | -78.56% | 18.6K | $917383 | -5.9% |
|
SITM|SITIME CORP
|
BUY | +64.16% | 35.2K | $4M | — |
|
WRBY|WARBY PARKER INC
|
SELL | -4.71% | 328.9K | $4M | -74.9% |
|
FET|FORUM ENERGY TECHNOLOGIES IN
|
SELL | EXIT | — | — | -19.9% |
|
AMN|AMN HEALTHCARE SVCS INC
|
SELL | -3.49% | 33.4K | $4M | — |
|
KARO|KAROOOOO LTD
|
SELL | -4.64% | 121.7K | $3M | -20.6% |
|
FTCHQ|FARFETCH LTD
|
SELL | -4.94% | 486.4K | $3M | -78.6% |
|
CPRT|COPART INC
|
SELL | -42.35% | 21.0K | $2M | +36.1% |
|
TTD|THE TRADE DESK INC
|
SELL | -9.64% | 35.1K | $3M | +3.3% |
|
CATH|GLOBAL X FDS
|
SELL | -11.48% | 46.8K | $3M | -2.1% |
|
LESL|LESLIES INC
|
BUY | NEW | 262.2K | $2M | — |
|
HELE|HELEN OF TROY LTD
|
SELL | -3.69% | 22.5K | $2M | -51.6% |
|
ETSY|ETSY INC
|
SELL | -9.92% | 15.7K | $1M | -1.5% |
|
TREX|TREX CO INC
|
SELL | -9.67% | 29.2K | $2M | — |
|
AZPN1USD|ASPEN TECHNOLOGY INC
|
SELL | -9.74% | 7.5K | $1M | — |
|
FICO|FAIR ISAAC CORP
|
SELL | -75.96% | 613 | $496046 | +66.8% |
|
MPWR|MONOLITHIC PWR SYS INC
|
BUY | +87.23% | 2.5K | $1M | — |
|
CRL|CHARLES RIV LABS INTL INC
|
SELL | -9.40% | 5.0K | $1M | -14.2% |
|
MORN|MORNINGSTAR INC
|
BUY | NEW | 5.6K | $1M | — |
|
VUG|VANGUARD INDEX FDS
|
BUY | NEW | 2.8K | $794547 | — |
|
LUXE|MYT NETHERLANDS PARENT B V
|
SELL | -53.27% | 51.6K | $206304 | -77.2% |
|
MKL|MARKEL GROUP INC
|
BUY | NEW | 443 | $612749 | — |
|
TPLC|TIMOTHY PLAN
|
SELL | -8.75% | 14.5K | $523268 | -3.1% |
|
META|META PLATFORMS INC
|
SELL | EXIT | — | — | +4.0% |
|
TPIF|TIMOTHY PLAN
|
SELL | -13.33% | 15.7K | $396284 | +2.3% |
|
IWM|ISHARES TR
|
BUY | NEW | 1.4K | $259963 | — |
| 2023-Q1 | |||||
|
AMZN|AMAZON COM INC
|
BUY | +27.70% | 44.9M | $4.6B | — |
|
MSFT|MICROSOFT CORP
|
SELL | -2.66% | 9.2M | $2.7B | — |
|
NFLX|NETFLIX INC
|
BUY | +0.40% | 7.0M | $2.4B | — |
|
GOOG|ALPHABET INC
|
SELL | -19.17% | 21.3M | $2.2B | — |
|
ADBE|ADOBE SYSTEMS INCORPORATED
|
SELL | -22.65% | 4.9M | $1.9B | — |
|
CRM|SALESFORCE INC
|
BUY | +0.33% | 10.5M | $2.1B | — |
|
NOW|SERVICENOW INC
|
SELL | -0.90% | 4.4M | $2.1B | +25.6% |
|
MA|MASTERCARD INCORPORATED
|
SELL | -2.44% | 5.2M | $1.9B | — |
|
V|VISA INC
|
SELL | -6.76% | 8.1M | $1.8B | — |
|
ADSK|AUTODESK INC
|
SELL | -0.51% | 7.9M | $1.6B | -6.2% |
|
ABT|ABBOTT LABS
|
SELL | -2.53% | 14.2M | $1.4B | +18.5% |
|
ACCENTURE PLC IRELAND
|
SELL | -2.04% | 5.3M | $1.5B | — |
|
ABNB|AIRBNB INC
|
BUY | +0.63% | 11.9M | $1.5B | — |
|
UNH|UNITEDHEALTH GROUP INC
|
SELL | -0.48% | 2.7M | $1.3B | +52.9% |
|
TMO|THERMO FISHER SCIENTIFIC INC
|
BUY | +3.52% | 2.3M | $1.3B | — |
|
ILMN|ILLUMINA INC
|
BUY | +0.67% | 5.1M | $1.2B | — |
|
PYPL|PAYPAL HLDGS INC
|
BUY | +2.25% | 12.5M | $951M | — |
|
IT|GARTNER INC
|
SELL | -1.30% | 2.7M | $882M | — |
|
ZTS|ZOETIS INC
|
SELL | -1.22% | 5.5M | $921M | — |
|
NKE|NIKE INC
|
SELL | -0.75% | 6.5M | $794M | — |
|
IWF|ISHARES TR
|
SELL | -94.60% | 136.9K | $33M | — |
|
AFW|ALIGN TECHNOLOGY INC
|
SELL | -3.15% | 1.6M | $542M | — |
|
DOCU|DOCUSIGN INC
|
BUY | +3.29% | 8.5M | $494M | — |
|
ICLR|ICON PLC
|
SELL | -2.95% | 1.5M | $318M | — |
|
GOOGL|ALPHABET INC
|
SELL | -35.32% | 2.3M | $237M | — |
|
AON|AON PLC
|
SELL | -17.41% | 824.5K | $260M | +29.4% |
|
SAP|SAP SE
|
SELL | -1.51% | 1.3M | $167M | — |
|
ADP|AUTOMATIC DATA PROCESSING IN
|
BUY | +0.44% | 537.5K | $120M | — |
|
MELI|MERCADOLIBRE INC
|
BUY | +31.01% | 50.7K | $67M | — |
|
MDT|MEDTRONIC PLC
|
SELL | -1.43% | 802.4K | $65M | — |
|
FET|FORUM ENERGY TECHNOLOGIES IN
|
SELL | EXIT | — | — | +54.6% |
|
ASML|ASML HOLDING N V
|
SELL | -3.66% | 66.2K | $45M | -9.1% |
|
UL|UNILEVER PLC
|
SELL | -5.16% | 795.3K | $41M | — |
|
SHOP|SHOPIFY INC
|
SELL | -4.07% | 817.4K | $39M | +8.6% |
|
ACWI|ISHARES TR
|
SELL | -75.06% | 110.4K | $10M | -1.7% |
|
GLOB|GLOBANT S A
|
SELL | -5.68% | 200.6K | $33M | -24.8% |
|
EL|LAUDER ESTEE COS INC
|
SELL | -2.99% | 120.5K | $30M | +13.8% |
|
TME|TENCENT MUSIC ENTMT GROUP
|
BUY | NEW | 3.4M | $28M | — |
|
HDB|HDFC BANK LTD
|
SELL | -5.92% | 296.2K | $20M | -0.7% |
|
ACWX|ISHARES TR
|
SELL | -79.61% | 86.9K | $4M | -8.2% |
|
LVS|LAS VEGAS SANDS CORP
|
BUY | NEW | 324.1K | $19M | — |
|
ATHM|AUTOHOME INC
|
BUY | NEW | 500.3K | $17M | — |
|
FIVE|FIVE BELOW INC
|
SELL | -17.83% | 74.5K | $15M | +41.3% |
|
GSHD|GOOSEHEAD INS INC
|
SELL | -0.75% | 290.8K | $15M | -51.9% |
|
DLO|DLOCAL LTD
|
BUY | NEW | 898.0K | $15M | — |
|
EPAM|EPAM SYS INC
|
BUY | NEW | 44.6K | $13M | — |
|
HLI|HOULIHAN LOKEY INC
|
SELL | -2.61% | 137.6K | $12M | +31.5% |
|
FOXF|FOX FACTORY HLDG CORP
|
SELL | -5.40% | 96.5K | $12M | — |
|
RVLV|REVOLVE GROUP INC
|
SELL | -0.50% | 431.1K | $11M | -18.6% |
|
IUSG|ISHARES TR
|
SELL | EXIT | — | — | +1.5% |
|
CATH|GLOBAL X FDS
|
SELL | -77.70% | 52.9K | $3M | -6.2% |
|
QLYS|QUALYS INC
|
SELL | -33.83% | 62.4K | $8M | +3.1% |
|
WING|WINGSTOP INC
|
SELL | -26.49% | 52.5K | $10M | +22.5% |
|
PGNY|PROGYNY INC
|
SELL | -1.25% | 290.4K | $9M | -34.5% |
|
HLNE|HAMILTON LANE INC
|
SELL | -2.65% | 122.4K | $9M | -2.2% |
|
EEFT|EURONET WORLDWIDE INC
|
SELL | -2.57% | 79.8K | $9M | +12.9% |
|
YETI|YETI HLDGS INC
|
SELL | -0.67% | 209.5K | $8M | -35.0% |
|
DAVA|ENDAVA PLC
|
SELL | -1.00% | 108.9K | $7M | -7.6% |
|
BL|BLACKLINE INC
|
SELL | -0.69% | 122.2K | $8M | -28.5% |
|
ALRM|ALARM COM HLDGS INC
|
SELL | -0.54% | 150.4K | $8M | — |
|
BMBL|BUMBLE INC
|
BUY | +20.44% | 373.9K | $7M | — |
|
APPF|APPFOLIO INC
|
SELL | -1.94% | 57.9K | $7M | -9.1% |
|
DOCS|DOXIMITY INC
|
SELL | -2.24% | 202.4K | $7M | -11.4% |
|
ALIT|ALIGHT INC
|
BUY | NEW | 747.5K | $7M | — |
|
DCT|DUCK CREEK TECHNOLOGIES INC
|
SELL | EXIT | — | — | — |
|
CCC|CCC INTELLIGENT SOLUTIONS HL
|
BUY | +221.21% | 670.8K | $6M | — |
|
FSV|FIRSTSERVICE CORP NEW
|
BUY | +180.73% | 42.4K | $6M | — |
|
OLOGBX|OLO INC
|
SELL | -0.52% | 727.8K | $6M | — |
|
DT|DYNATRACE INC
|
SELL | -2.15% | 140.0K | $6M | -6.0% |
|
AZTA|AZENTA INC
|
SELL | EXIT | — | — | -33.8% |
|
ALTREUR|ALTAIR ENGR INC
|
SELL | -38.78% | 70.2K | $5M | — |
|
PAYC|PAYCOM SOFTWARE INC
|
SELL | -1.94% | 16.1K | $5M | -18.1% |
|
RH|RH
|
BUY | +59.65% | 19.5K | $5M | — |
|
WRBY|WARBY PARKER INC
|
SELL | -1.29% | 345.1K | $4M | -68.3% |
|
FND|FLOOR & DECOR HLDGS INC
|
SELL | -1.09% | 46.4K | $5M | -7.5% |
|
TYL|TYLER TECHNOLOGIES INC
|
BUY | +84.15% | 12.4K | $4M | — |
|
OLPX|OLAPLEX HLDGS INC
|
SELL | EXIT | — | — | +2.4% |
|
SITE|SITEONE LANDSCAPE SUPPLY INC
|
SELL | -2.17% | 31.5K | $4M | +7.5% |
|
FET|FORUM ENERGY TECHNOLOGIES IN
|
BUY | NEW | 150.4K | $4M | — |
|
AMN|AMN HEALTHCARE SVCS INC
|
SELL | -2.79% | 34.7K | $3M | — |
|
DCGO|DOCGO INC
|
BUY | NEW | 367.5K | $3M | — |
|
SITM|SITIME CORP
|
SELL | -2.61% | 21.4K | $3M | +28.5% |
|
KARO|KAROOOOO LTD
|
BUY | +175.88% | 127.6K | $3M | — |
|
IWM|ISHARES TR
|
SELL | EXIT | — | — | +2.9% |
|
CPRT|COPART INC
|
SELL | -3.63% | 36.4K | $3M | +14.7% |
|
HELE|HELEN OF TROY LTD
|
SELL | -0.23% | 23.3K | $2M | -44.7% |
|
FTCHQ|FARFETCH LTD
|
SELL | -1.60% | 511.7K | $3M | -76.3% |
|
TTD|THE TRADE DESK INC
|
SELL | -3.62% | 38.9K | $2M | -13.8% |
|
ETSY|ETSY INC
|
SELL | -3.27% | 17.4K | $2M | +29.9% |
|
AZPN1USD|ASPEN TECHNOLOGY INC
|
SELL | -3.42% | 8.3K | $2M | — |
|
FICO|FAIR ISAAC CORP
|
SELL | -0.35% | 2.5K | $2M | +49.5% |
|
TREX|TREX CO INC
|
SELL | -3.57% | 32.3K | $2M | — |
|
EVTC|EVERTEC INC
|
BUY | NEW | 44.1K | $1M | — |
|
CRL|CHARLES RIV LABS INTL INC
|
SELL | -3.85% | 5.5K | $1M | -2.0% |
|
LUXE|MYT NETHERLANDS PARENT B V
|
BUY | +46.53% | 110.4K | $775943 | — |
|
TPLC|TIMOTHY PLAN
|
SELL | -24.48% | 15.9K | $549035 | -2.2% |
|
MPWR|MONOLITHIC PWR SYS INC
|
BUY | NEW | 1.3K | $658711 | — |
|
META|META PLATFORMS INC
|
SELL | -55.58% | 2.2K | $457578 | -25.1% |
|
TPIF|TIMOTHY PLAN
|
BUY | NEW | 18.1K | $452869 | — |
|
SBUX|STARBUCKS CORP
|
SELL | EXIT | — | — | +17.5% |
| 2022-Q4 | |||||
|
AMZN|AMAZON COM INC
|
SELL | -5.61% | 35.1M | $3.0B | -20.5% |
|
GOOG|ALPHABET INC
|
SELL | -7.41% | 26.4M | $2.3B | — |
|
MSFT|MICROSOFT CORP
|
SELL | -1.11% | 9.5M | $2.3B | — |
|
ADBE|ADOBE SYSTEMS INCORPORATED
|
SELL | -9.53% | 6.3M | $2.1B | — |
|
NFLX|NETFLIX INC
|
SELL | -5.48% | 6.9M | $2.0B | -24.9% |
|
MA|MASTERCARD INCORPORATED
|
SELL | -14.01% | 5.3M | $1.8B | — |
|
V|VISA INC
|
SELL | -14.86% | 8.7M | $1.8B | — |
|
META|META PLATFORMS INC
|
SELL | -99.96% | 4.9K | $584852 | -49.8% |
|
NOW|SERVICENOW INC
|
BUY | +12.64% | 4.5M | $1.7B | — |
|
ABT|ABBOTT LABS
|
SELL | -6.82% | 14.6M | $1.6B | +14.8% |
|
CRM|SALESFORCE INC
|
SELL | -5.22% | 10.5M | $1.4B | -21.6% |
|
ADSK|AUTODESK INC
|
SELL | -6.14% | 7.9M | $1.5B | -7.5% |
|
ACCENTURE PLC IRELAND
|
SELL | -5.89% | 5.5M | $1.5B | — |
|
UNH|UNITEDHEALTH GROUP INC
|
SELL | -4.35% | 2.7M | $1.4B | +67.3% |
|
ABNB|AIRBNB INC
|
SELL | -6.76% | 11.8M | $1.0B | -35.1% |
|
TMO|THERMO FISHER SCIENTIFIC INC
|
BUY | NEW | 2.2M | $1.2B | — |
|
PYPL|PAYPAL HLDGS INC
|
SELL | -3.91% | 12.2M | $872M | -31.0% |
|
ILMN|ILLUMINA INC
|
BUY | +11.66% | 5.0M | $1.0B | — |
|
IT|GARTNER INC
|
SELL | -4.89% | 2.7M | $922M | — |
|
ZTS|ZOETIS INC
|
SELL | -6.07% | 5.6M | $821M | — |
|
NKE|NIKE INC
|
SELL | -19.50% | 6.5M | $763M | — |
|
IWF|ISHARES TR
|
BUY | +329.78% | 2.5M | $544M | — |
|
DOCU|DOCUSIGN INC
|
SELL | -5.05% | 8.2M | $455M | -70.9% |
|
AFW|ALIGN TECHNOLOGY INC
|
SELL | -15.79% | 1.7M | $353M | — |
|
GOOGL|ALPHABET INC
|
SELL | -1.72% | 3.5M | $311M | — |
|
ICLR|ICON PLC
|
SELL | -7.88% | 1.5M | $298M | — |
|
AON|AON PLC
|
SELL | -6.22% | 998.4K | $300M | +22.8% |
|
SAP|SAP SE
|
SELL | -7.09% | 1.3M | $138M | — |
|
ADP|AUTOMATIC DATA PROCESSING IN
|
SELL | -2.30% | 535.1K | $128M | — |
|
SBUX|STARBUCKS CORP
|
SELL | -99.68% | 3.0K | $298493 | +9.3% |
|
MDT|MEDTRONIC PLC
|
SELL | -10.70% | 814.0K | $63M | — |
|
FET|FORUM ENERGY TECHNOLOGIES IN
|
SELL | -0.06% | 946.1K | $53M | +47.1% |
|
GLOB|GLOBANT S A
|
SELL | -12.18% | 212.6K | $36M | -19.4% |
|
UL|UNILEVER PLC
|
BUY | +59.75% | 838.6K | $42M | — |
|
ACWI|ISHARES TR
|
BUY | +33.68% | 442.7K | $38M | — |
|
ASML|ASML HOLDING N V
|
SELL | -10.29% | 68.7K | $38M | -22.3% |
|
MELI|MERCADOLIBRE INC
|
SELL | -8.03% | 38.7K | $33M | -40.6% |
|
EL|LAUDER ESTEE COS INC
|
BUY | NEW | 124.2K | $31M | — |
|
SHOP|SHOPIFY INC
|
BUY | +62.53% | 852.1K | $30M | — |
|
HDB|HDFC BANK LTD
|
BUY | NEW | 314.9K | $22M | — |
|
ACWX|ISHARES TR
|
BUY | +299.67% | 426.4K | $19M | — |
|
FIVE|FIVE BELOW INC
|
SELL | -18.11% | 90.7K | $16M | +9.7% |
|
QLYS|QUALYS INC
|
SELL | -15.10% | 94.2K | $11M | +6.7% |
|
FOXF|FOX FACTORY HLDG CORP
|
SELL | -43.42% | 102.0K | $9M | — |
|
PGNY|PROGYNY INC
|
SELL | -12.90% | 294.1K | $9M | -26.9% |
|
HLI|HOULIHAN LOKEY INC
|
SELL | -11.76% | 141.3K | $12M | +26.0% |
|
WING|WINGSTOP INC
|
SELL | -21.80% | 71.4K | $10M | +13.2% |
|
ALRM|ALARM COM HLDGS INC
|
SELL | -13.34% | 151.2K | $7M | — |
|
GSHD|GOOSEHEAD INS INC
|
SELL | -6.51% | 293.0K | $10M | -57.6% |
|
IUSG|ISHARES TR
|
BUY | NEW | 135.9K | $11M | — |
|
CATH|GLOBAL X FDS
|
BUY | +93.89% | 237.2K | $11M | — |
|
RVLV|REVOLVE GROUP INC
|
SELL | -13.11% | 433.2K | $10M | -24.5% |
|
DAVA|ENDAVA PLC
|
SELL | -11.73% | 110.0K | $8M | -12.6% |
|
BL|BLACKLINE INC
|
SELL | -15.82% | 123.1K | $8M | -35.4% |
|
YETI|YETI HLDGS INC
|
SELL | -25.10% | 210.9K | $9M | -35.4% |
|
HLNE|HAMILTON LANE INC
|
SELL | -11.03% | 125.7K | $8M | -14.2% |
|
EEFT|EURONET WORLDWIDE INC
|
SELL | -1.32% | 81.9K | $8M | -7.5% |
|
AMN|AMN HEALTHCARE SVCS INC
|
SELL | -49.27% | 35.6K | $4M | — |
|
APPF|APPFOLIO INC
|
SELL | -14.81% | 59.1K | $6M | -15.1% |
|
DCT|DUCK CREEK TECHNOLOGIES INC
|
SELL | -12.73% | 516.4K | $6M | — |
|
DOCS|DOXIMITY INC
|
SELL | -2.30% | 207.0K | $7M | -14.7% |
|
BMBL|BUMBLE INC
|
SELL | -2.82% | 310.5K | $7M | -21.6% |
|
OLOGBX|OLO INC
|
SELL | -13.19% | 731.6K | $5M | — |
|
PAYC|PAYCOM SOFTWARE INC
|
SELL | -11.71% | 16.4K | $5M | -12.2% |
|
ALTREUR|ALTAIR ENGR INC
|
SELL | -15.77% | 114.7K | $5M | — |
|
AZTA|AZENTA INC
|
SELL | -15.30% | 101.0K | $6M | -17.4% |
|
DT|DYNATRACE INC
|
SELL | -6.62% | 143.1K | $5M | -12.0% |
|
WRBY|WARBY PARKER INC
|
SELL | -12.55% | 349.6K | $5M | -66.4% |
|
FTCHQ|FARFETCH LTD
|
SELL | -11.14% | 520.0K | $2M | -64.4% |
|
OLPX|OLAPLEX HLDGS INC
|
BUY | NEW | 829.1K | $4M | — |
|
SITE|SITEONE LANDSCAPE SUPPLY INC
|
SELL | -14.10% | 32.2K | $4M | -11.9% |
|
FND|FLOOR & DECOR HLDGS INC
|
SELL | -5.28% | 46.9K | $3M | -25.2% |
|
RH|RH
|
BUY | +141.58% | 12.2K | $3M | — |
|
FICO|FAIR ISAAC CORP
|
SELL | -65.93% | 2.6K | $2M | +28.3% |
|
IWM|ISHARES TR
|
BUY | +19.34% | 15.9K | $3M | — |
|
HELE|HELEN OF TROY LTD
|
SELL | -15.95% | 23.4K | $3M | -51.1% |
|
TTD|THE TRADE DESK INC
|
BUY | +3.57% | 40.3K | $2M | — |
|
CPRT|COPART INC
|
BUY | +107.19% | 37.8K | $2M | — |
|
SITM|SITIME CORP
|
BUY | NEW | 22.0K | $2M | — |
|
TYL|TYLER TECHNOLOGIES INC
|
BUY | +30.05% | 6.7K | $2M | — |
|
ETSY|ETSY INC
|
BUY | +3.56% | 18.0K | $2M | — |
|
AZPN1USD|ASPEN TECHNOLOGY INC
|
BUY | +3.37% | 8.5K | $2M | — |
|
FSV|FIRSTSERVICE CORP NEW
|
BUY | NEW | 15.1K | $2M | — |
|
CCC|CCC INTELLIGENT SOLUTIONS HL
|
BUY | NEW | 208.8K | $2M | — |
|
TREX|TREX CO INC
|
BUY | +3.54% | 33.5K | $1M | — |
|
CRL|CHARLES RIV LABS INTL INC
|
BUY | +22.32% | 5.7K | $1M | — |
|
TME|TENCENT MUSIC ENTMT GROUP
|
SELL | -35.26% | 139.8K | $1M | -49.9% |
|
KARO|KAROOOOO LTD
|
BUY | +6.44% | 46.3K | $1M | — |
|
LUXE|MYT NETHERLANDS PARENT B V
|
SELL | -9.15% | 75.3K | $671164 | -53.6% |
|
ISRG|INTUITIVE SURGICAL INC
|
SELL | EXIT | — | — | -14.6% |
|
TPLC|TIMOTHY PLAN
|
SELL | -2.97% | 21.1K | $707085 | -5.5% |
|
DLO|DLOCAL LTD
|
BUY | NEW | 41.7K | $648646 | — |
|
LVS|LAS VEGAS SANDS CORP
|
BUY | NEW | 9.1K | $435034 | — |
|
JMST|J P MORGAN EXCHANGE TRADED F
|
SELL | EXIT | — | — | -0.3% |
| 2022-Q3 | |||||
|
AMZN|AMAZON COM INC
|
SELL | -0.86% | 37.2M | $4.2B | +7.1% |
|
GOOG|ALPHABET INC
|
BUY | NEW | 28.5M | $2.7B | — |
|
ADBE|ADOBE SYSTEMS INCORPORATED
|
BUY | +1.11% | 6.9M | $1.9B | — |
|
V|VISA INC
|
SELL | -18.54% | 10.2M | $1.8B | — |
|
MSFT|MICROSOFT CORP
|
BUY | +1.39% | 9.6M | $2.2B | — |
|
MA|MASTERCARD INCORPORATED
|
SELL | -19.51% | 6.2M | $1.7B | — |
|
META|META PLATFORMS INC
|
BUY | +0.60% | 13.3M | $1.8B | — |
|
NFLX|NETFLIX INC
|
BUY | +53.93% | 7.3M | $1.7B | — |
|
ABT|ABBOTT LABS
|
BUY | +2.06% | 15.7M | $1.5B | — |
|
CRM|SALESFORCE INC
|
BUY | +12.50% | 11.1M | $1.6B | — |
|
ACCENTURE PLC IRELAND
|
BUY | +0.51% | 5.8M | $1.5B | — |
|
ADSK|AUTODESK INC
|
BUY | +0.04% | 8.4M | $1.6B | — |
|
UNH|UNITEDHEALTH GROUP INC
|
SELL | -2.30% | 2.8M | $1.4B | +65.4% |
|
NOW|SERVICENOW INC
|
BUY | +26.46% | 4.0M | $1.5B | — |
|
ABNB|AIRBNB INC
|
SELL | -0.98% | 12.7M | $1.3B | -25.8% |
|
PYPL|PAYPAL HLDGS INC
|
SELL | -1.76% | 12.7M | $1.1B | -21.4% |
|
ZTS|ZOETIS INC
|
SELL | -0.45% | 6.0M | $884M | — |
|
ILMN|ILLUMINA INC
|
BUY | +62.04% | 4.5M | $863M | — |
|
NKE|NIKE INC
|
BUY | +1.67% | 8.1M | $674M | — |
|
IT|GARTNER INC
|
SELL | -3.71% | 2.9M | $798M | — |
|
ISRG|INTUITIVE SURGICAL INC
|
SELL | -99.89% | 3.9K | $730000 | -30.7% |
|
DOCU|DOCUSIGN INC
|
BUY | +0.39% | 8.6M | $462M | — |
|
AFW|ALIGN TECHNOLOGY INC
|
BUY | +3.60% | 2.0M | $412M | — |
|
GOOGL|ALPHABET INC
|
BUY | NEW | 3.6M | $343M | — |
|
ICLR|ICON PLC
|
BUY | +18.38% | 1.7M | $306M | — |
|
AON|AON PLC
|
BUY | +13.94% | 1.1M | $285M | — |
|
IWF|ISHARES TR
|
SELL | -49.27% | 590.4K | $124M | — |
|
ADP|AUTOMATIC DATA PROCESSING IN
|
BUY | +35.30% | 547.7K | $124M | — |
|
SAP|SAP SE
|
BUY | +74.93% | 1.4M | $117M | — |
|
MDT|MEDTRONIC PLC
|
BUY | +1.06% | 911.5K | $74M | — |
|
SBUX|STARBUCKS CORP
|
BUY | +23.18% | 952.2K | $80M | — |
|
FET|FORUM ENERGY TECHNOLOGIES IN
|
SELL | -38.27% | 946.7K | $56M | +20.3% |
|
GLOB|GLOBANT S A
|
BUY | +9.92% | 242.1K | $45M | — |
|
ASML|ASML HOLDING N V
|
BUY | +4.22% | 76.6K | $32M | — |
|
MELI|MERCADOLIBRE INC
|
BUY | +0.79% | 42.0K | $35M | — |
|
ACWI|ISHARES TR
|
BUY | +85.06% | 331.1K | $26M | — |
|
UL|UNILEVER PLC
|
BUY | +4.36% | 524.9K | $23M | — |
|
SHOP|SHOPIFY INC
|
BUY | +2.23% | 524.3K | $14M | — |
|
QLYS|QUALYS INC
|
BUY | +12.33% | 111.0K | $15M | — |
|
FIVE|FIVE BELOW INC
|
BUY | +35.16% | 110.7K | $15M | — |
|
FOXF|FOX FACTORY HLDG CORP
|
BUY | +8.85% | 180.3K | $14M | — |
|
PGNY|PROGYNY INC
|
BUY | +9.10% | 337.6K | $13M | — |
|
HLI|HOULIHAN LOKEY INC
|
BUY | +9.61% | 160.1K | $12M | — |
|
WING|WINGSTOP INC
|
BUY | +6.64% | 91.3K | $11M | — |
|
ALRM|ALARM COM HLDGS INC
|
BUY | +8.89% | 174.4K | $11M | — |
|
YETI|YETI HLDGS INC
|
BUY | +8.69% | 281.5K | $8M | — |
|
GSHD|GOOSEHEAD INS INC
|
BUY | +34.96% | 313.4K | $11M | — |
|
RVLV|REVOLVE GROUP INC
|
BUY | +30.25% | 498.6K | $11M | — |
|
DAVA|ENDAVA PLC
|
BUY | +34.22% | 124.6K | $10M | — |
|
AMN|AMN HEALTHCARE SVCS INC
|
SELL | -23.25% | 70.3K | $7M | — |
|
BL|BLACKLINE INC
|
BUY | +10.60% | 146.2K | $9M | — |
|
HLNE|HAMILTON LANE INC
|
BUY | +9.05% | 141.3K | $8M | — |
|
OLOGBX|OLO INC
|
BUY | +9.20% | 842.8K | $7M | — |
|
APPF|APPFOLIO INC
|
BUY | +11.27% | 69.4K | $7M | — |
|
DCT|DUCK CREEK TECHNOLOGIES INC
|
BUY | +35.10% | 591.7K | $7M | — |
|
BMBL|BUMBLE INC
|
BUY | +41.62% | 319.5K | $7M | — |
|
ALTREUR|ALTAIR ENGR INC
|
BUY | +11.12% | 136.1K | $6M | — |
|
DOCS|DOXIMITY INC
|
BUY | +65.87% | 211.9K | $6M | — |
|
ACWX|ISHARES TR
|
SELL | -24.34% | 106.7K | $4M | -20.3% |
|
EEFT|EURONET WORLDWIDE INC
|
BUY | NEW | 83.0K | $6M | — |
|
PAYC|PAYCOM SOFTWARE INC
|
BUY | +39.34% | 18.6K | $6M | — |
|
CATH|GLOBAL X FDS
|
SELL | -7.46% | 122.3K | $5M | -13.4% |
|
DT|DYNATRACE INC
|
BUY | +67.41% | 153.3K | $5M | — |
|
WRBY|WARBY PARKER INC
|
BUY | +8.76% | 399.8K | $5M | — |
|
AZTA|AZENTA INC
|
BUY | +85.90% | 119.2K | $5M | — |
|
PCTY|PAYLOCITY HLDG CORP
|
SELL | EXIT | — | — | +42.5% |
|
FTCHQ|FARFETCH LTD
|
BUY | +8.24% | 585.2K | $4M | — |
|
HELE|HELEN OF TROY LTD
|
BUY | +10.80% | 27.8K | $3M | — |
|
SITE|SITEONE LANDSCAPE SUPPLY INC
|
BUY | +10.43% | 37.4K | $4M | — |
|
FND|FLOOR & DECOR HLDGS INC
|
BUY | +47.34% | 49.5K | $3M | — |
|
FICO|FAIR ISAAC CORP
|
SELL | -2.25% | 7.5K | $3M | +0.3% |
|
TTD|THE TRADE DESK INC
|
BUY | +0.54% | 38.9K | $2M | — |
|
IWM|ISHARES TR
|
BUY | NEW | 13.3K | $2M | — |
|
CPRT|COPART INC
|
BUY | +0.35% | 18.3K | $2M | — |
|
AZPN1USD|ASPEN TECHNOLOGY INC
|
BUY | +0.43% | 8.3K | $2M | — |
|
TYL|TYLER TECHNOLOGIES INC
|
BUY | +2.42% | 5.2K | $2M | — |
|
TREX|TREX CO INC
|
BUY | +0.32% | 32.3K | $1M | — |
|
ETSY|ETSY INC
|
BUY | +0.28% | 17.4K | $2M | — |
|
RH|RH
|
BUY | +0.20% | 5.1K | $1M | — |
|
TME|TENCENT MUSIC ENTMT GROUP
|
SELL | -1.77% | 215.9K | $877000 | -56.8% |
|
KARO|KAROOOOO LTD
|
SELL | -1.52% | 43.5K | $1M | -29.4% |
|
CRL|CHARLES RIV LABS INTL INC
|
SELL | -0.75% | 4.7K | $915000 | -7.9% |
|
LUXE|MYT NETHERLANDS PARENT B V
|
BUY | +0.47% | 82.9K | $955000 | — |
|
TPLC|TIMOTHY PLAN
|
SELL | -0.98% | 21.8K | $656000 | -6.1% |
|
JMST|J P MORGAN EXCHANGE TRADED F
|
BUY | NEW | 5.9K | $296000 | — |
|
XYZ|BLOCK INC
|
SELL | EXIT | — | — | -18.4% |
| 2022-Q2 | |||||
|
AMZN|AMAZON COM INC
|
BUY | NEW | 37.6M | $4.0B | — |
|
GOOG|ALPHABET INC
|
SELL | -3.54% | 1.4M | $3.1B | — |
|
ADBE|ADOBE SYSTEMS INCORPORATED
|
BUY | +2.89% | 6.9M | $2.5B | — |
|
MSFT|MICROSOFT CORP
|
SELL | -3.29% | 9.5M | $2.4B | — |
|
META|META PLATFORMS INC
|
BUY | +0.16% | 13.2M | $2.1B | — |
|
V|VISA INC
|
SELL | -3.96% | 12.5M | $2.5B | — |
|
MA|MASTERCARD INCORPORATED
|
SELL | -3.66% | 7.6M | $2.4B | — |
|
ABT|ABBOTT LABS
|
SELL | -31.44% | 15.4M | $1.7B | +26.9% |
|
ABNB|AIRBNB INC
|
SELL | -1.10% | 12.8M | $1.1B | -20.8% |
|
CRM|SALESFORCE INC
|
SELL | -2.47% | 9.8M | $1.6B | -7.9% |
|
ACCENTURE PLC IRELAND
|
SELL | -3.66% | 5.8M | $1.6B | — |
|
UNH|UNITEDHEALTH GROUP INC
|
SELL | -22.49% | 2.9M | $1.5B | +57.2% |
|
NFLX|NETFLIX INC
|
SELL | -4.84% | 4.8M | $833M | -58.8% |
|
ADSK|AUTODESK INC
|
SELL | -2.64% | 8.4M | $1.4B | -9.9% |
|
NOW|SERVICENOW INC
|
SELL | -2.91% | 3.1M | $1.5B | +47.1% |
|
PYPL|PAYPAL HLDGS INC
|
BUY | +0.45% | 13.0M | $906M | — |
|
ZTS|ZOETIS INC
|
SELL | -10.67% | 6.0M | $1.0B | — |
|
NKE|NIKE INC
|
SELL | -3.87% | 8.0M | $815M | — |
|
ISRG|INTUITIVE SURGICAL INC
|
SELL | -3.73% | 3.4M | $690M | -26.8% |
|
IT|GARTNER INC
|
SELL | -11.83% | 3.0M | $724M | — |
|
ILMN|ILLUMINA INC
|
BUY | +6.05% | 2.8M | $514M | — |
|
AFW|ALIGN TECHNOLOGY INC
|
BUY | +2.52% | 1.9M | $454M | — |
|
DOCU|DOCUSIGN INC
|
BUY | +55.14% | 8.6M | $494M | — |
|
GOOGL|ALPHABET INC
|
SELL | -0.11% | 178.3K | $388M | — |
|
MSCI|MSCI INC
|
SELL | EXIT | — | — | +71.3% |
|
ICLR|ICON PLC
|
SELL | -9.78% | 1.4M | $304M | — |
|
AON|AON PLC
|
SELL | -5.11% | 934.3K | $252M | +18.9% |
|
IWF|ISHARES TR
|
BUY | +4.61% | 1.2M | $255M | — |
|
MDT|MEDTRONIC PLC
|
SELL | -5.04% | 901.9K | $81M | — |
|
SAP|SAP SE
|
SELL | -11.63% | 822.5K | $75M | — |
|
ADP|AUTOMATIC DATA PROCESSING IN
|
BUY | +57.82% | 404.8K | $85M | — |
|
SBUX|STARBUCKS CORP
|
SELL | -9.04% | 773.0K | $59M | -14.2% |
|
ASML|ASML HOLDING N V
|
SELL | -7.57% | 73.5K | $35M | -21.7% |
|
MELI|MERCADOLIBRE INC
|
SELL | -3.65% | 41.7K | $27M | -46.0% |
|
GLOB|GLOBANT S A
|
BUY | +39.27% | 220.3K | $38M | — |
|
SHOP|SHOPIFY INC
|
BUY | +834.12% | 512.9K | $16M | — |
|
ACWX|ISHARES TR
|
SELL | -73.31% | 141.0K | $6M | -13.7% |
|
UL|UNILEVER PLC
|
SELL | -7.51% | 503.0K | $23M | — |
|
DAVA|ENDAVA PLC
|
SELL | -46.51% | 92.8K | $8M | +22.2% |
|
RVLV|REVOLVE GROUP INC
|
SELL | -6.83% | 382.8K | $10M | -6.0% |
|
FOXF|FOX FACTORY HLDG CORP
|
SELL | -15.56% | 165.7K | $13M | — |
|
PGNY|PROGYNY INC
|
SELL | -15.99% | 309.5K | $9M | -31.5% |
|
YETI|YETI HLDGS INC
|
SELL | -14.09% | 259.0K | $11M | -26.7% |
|
TRUP|TRUPANION INC
|
SELL | EXIT | — | — | -27.5% |
|
GSHD|GOOSEHEAD INS INC
|
BUY | +7.49% | 232.2K | $11M | — |
|
QLYS|QUALYS INC
|
SELL | -13.97% | 98.8K | $12M | +16.3% |
|
HLI|HOULIHAN LOKEY INC
|
SELL | -16.36% | 146.1K | $12M | +17.0% |
|
ACWI|ISHARES TR
|
BUY | +359.35% | 178.9K | $15M | — |
|
WRBY|WARBY PARKER INC
|
SELL | -16.03% | 367.6K | $4M | -63.3% |
|
AMN|AMN HEALTHCARE SVCS INC
|
SELL | -33.51% | 91.6K | $10M | — |
|
APPF|APPFOLIO INC
|
SELL | -48.45% | 62.3K | $6M | -23.8% |
|
ALRM|ALARM COM HLDGS INC
|
SELL | -16.25% | 160.2K | $10M | — |
|
WING|WINGSTOP INC
|
SELL | -16.84% | 85.6K | $6M | -40.4% |
|
DCT|DUCK CREEK TECHNOLOGIES INC
|
SELL | -15.92% | 438.0K | $7M | — |
|
BL|BLACKLINE INC
|
SELL | -14.54% | 132.2K | $9M | -30.6% |
|
OLOGBX|OLO INC
|
BUY | +3.64% | 771.8K | $8M | — |
|
FTCHQ|FARFETCH LTD
|
SELL | -13.59% | 540.6K | $4M | -59.8% |
|
FIVE|FIVE BELOW INC
|
BUY | +412.84% | 81.9K | $9M | — |
|
ALTREUR|ALTAIR ENGR INC
|
SELL | -15.06% | 122.5K | $6M | — |
|
HLNE|HAMILTON LANE INC
|
BUY | +34.86% | 129.6K | $9M | — |
|
CATH|GLOBAL X FDS
|
SELL | -8.08% | 132.2K | $6M | -9.9% |
|
MBUU|MALIBU BOATS INC
|
SELL | EXIT | — | — | -15.8% |
|
BMBL|BUMBLE INC
|
SELL | -11.57% | 225.6K | $6M | -3.9% |
|
PCTY|PAYLOCITY HLDG CORP
|
SELL | -16.71% | 25.6K | $4M | +7.5% |
|
CMRC|BIGCOMMERCE HLDGS INC
|
SELL | EXIT | — | — | -60.7% |
|
HELE|HELEN OF TROY LTD
|
SELL | -17.68% | 25.1K | $4M | -5.9% |
|
PAYC|PAYCOM SOFTWARE INC
|
SELL | -13.81% | 13.3K | $4M | -21.2% |
|
DT|DYNATRACE INC
|
SELL | -16.48% | 91.5K | $4M | -7.5% |
|
AZTA|AZENTA INC
|
BUY | NEW | 64.1K | $5M | — |
|
ETSY|ETSY INC
|
SELL | -51.85% | 17.3K | $1M | -10.0% |
|
DOCS|DOXIMITY INC
|
BUY | NEW | 127.7K | $4M | — |
|
AZPNUSD|ASPEN TECHNOLOGY INC
|
SELL | EXIT | — | — | — |
|
FICO|FAIR ISAAC CORP
|
SELL | -13.20% | 7.7K | $3M | -12.2% |
|
SITE|SITEONE LANDSCAPE SUPPLY INC
|
BUY | NEW | 33.9K | $4M | — |
|
RH|RH
|
SELL | -58.20% | 5.0K | $1M | -53.5% |
|
CPRT|COPART INC
|
SELL | -21.63% | 18.2K | $2M | -5.4% |
|
FND|FLOOR & DECOR HLDGS INC
|
SELL | -4.50% | 33.6K | $2M | -27.9% |
|
TREX|TREX CO INC
|
SELL | -21.59% | 32.2K | $2M | — |
|
TYL|TYLER TECHNOLOGIES INC
|
SELL | -15.20% | 5.0K | $2M | -26.4% |
|
TTD|THE TRADE DESK INC
|
BUY | +6.74% | 38.7K | $2M | — |
|
AZPN1USD|ASPEN TECHNOLOGY INC
|
BUY | NEW | 8.2K | $2M | — |
|
KARO|KAROOOOO LTD
|
BUY | +7.14% | 44.1K | $949000 | — |
|
TPLC|TIMOTHY PLAN
|
SELL | -30.24% | 22.0K | $687000 | -3.5% |
|
TME|TENCENT MUSIC ENTMT GROUP
|
BUY | +15.32% | 219.8K | $1M | — |
|
CRL|CHARLES RIV LABS INTL INC
|
BUY | NEW | 4.7K | $1M | — |
|
REGN|REGENERON PHARMACEUTICALS
|
SELL | EXIT | — | — | +7.2% |
|
LUXE|MYT NETHERLANDS PARENT B V
|
BUY | +33.05% | 82.5K | $815000 | — |
|
MEDP|MEDPACE HLDGS INC
|
SELL | EXIT | — | — | +0.5% |
|
ORLY|OREILLY AUTOMOTIVE INC
|
SELL | EXIT | — | — | +5.3% |
|
DG|DOLLAR GEN CORP NEW
|
SELL | EXIT | — | — | +4.2% |
|
EXPO|EXPONENT INC
|
SELL | EXIT | — | — | +2.5% |
|
ORCL|ORACLE CORP
|
SELL | EXIT | — | — | -18.9% |
|
BKNG|BOOKING HOLDINGS INC
|
SELL | EXIT | — | — | -2.0% |
|
XYZ|BLOCK INC
|
BUY | NEW | 4.8K | $294000 | — |
|
IWM|ISHARES TR
|
SELL | EXIT | — | — | -8.7% |
| 2022-Q1 | |||||
|
AMZN|AMAZON COM INC
|
SELL | -2.12% | 1.4M | $4.7B | -6.5% |
|
GOOG|ALPHABET INC
|
SELL | -7.30% | 1.5M | $4.1B | — |
|
META|META PLATFORMS INC
|
BUY | +26.07% | 13.2M | $2.9B | — |
|
MSFT|MICROSOFT CORP
|
SELL | -3.66% | 9.8M | $3.0B | — |
|
ABT|ABBOTT LABS
|
SELL | -0.57% | 22.4M | $2.7B | +35.7% |
|
ADBE|ADOBE SYSTEMS INCORPORATED
|
BUY | +22.48% | 6.7M | $3.0B | — |
|
MA|MASTERCARD INCORPORATED
|
SELL | -1.11% | 7.9M | $2.8B | — |
|
V|VISA INC
|
BUY | +13.05% | 13.0M | $2.9B | — |
|
ACCENTURE PLC IRELAND
|
SELL | -11.10% | 6.0M | $2.0B | — |
|
CRM|SALESFORCE COM INC
|
SELL | -0.10% | 10.1M | $2.1B | +13.0% |
|
ZTS|ZOETIS INC
|
SELL | -31.71% | 6.7M | $1.3B | — |
|
ABNB|AIRBNB INC
|
BUY | +30.53% | 13.0M | $2.2B | — |
|
ADSK|AUTODESK INC
|
BUY | +18.74% | 8.7M | $1.9B | — |
|
NOW|SERVICENOW INC
|
BUY | +2.14% | 3.2M | $1.8B | — |
|
UNH|UNITEDHEALTH GROUP INC
|
SELL | -2.96% | 3.8M | $1.9B | +51.5% |
|
NFLX|NETFLIX INC
|
BUY | +85.74% | 5.0M | $1.9B | — |
|
GOOGL|ALPHABET INC
|
SELL | -69.90% | 178.5K | $496M | — |
|
SBUX|STARBUCKS CORP
|
SELL | -93.55% | 849.9K | $77M | +5.2% |
|
IT|GARTNER INC
|
SELL | -26.08% | 3.4M | $1.0B | — |
|
PYPL|PAYPAL HLDGS INC
|
BUY | +72.78% | 12.9M | $1.5B | — |
|
NKE|NIKE INC
|
BUY | +0.97% | 8.3M | $1.1B | — |
|
ISRG|INTUITIVE SURGICAL INC
|
BUY | +4.84% | 3.6M | $1.1B | — |
|
AFW|ALIGN TECHNOLOGY INC
|
BUY | +5.32% | 1.9M | $816M | — |
|
ILMN|ILLUMINA INC
|
SELL | -1.18% | 2.6M | $919M | +1.4% |
|
MSCI|MSCI INC
|
SELL | -39.52% | 856.5K | $431M | +104.7% |
|
DOCU|DOCUSIGN INC
|
BUY | +48.50% | 5.6M | $595M | — |
|
ICLR|ICON PLC
|
SELL | -1.87% | 1.6M | $379M | — |
|
AON|AON PLC
|
SELL | -5.54% | 984.7K | $321M | +23.2% |
|
IWF|ISHARES TR
|
BUY | +364.71% | 1.1M | $309M | — |
|
SAP|SAP SE
|
BUY | +14.92% | 930.7K | $103M | — |
|
MDT|MEDTRONIC PLC
|
SELL | -5.63% | 949.8K | $105M | — |
|
ADP|AUTOMATIC DATA PROCESSING IN
|
SELL | -5.76% | 256.5K | $58M | — |
|
ASML|ASML HOLDING N V
|
SELL | -1.51% | 79.5K | $53M | -7.5% |
|
MELI|MERCADOLIBRE INC
|
SELL | -4.27% | 43.3K | $51M | -26.3% |
|
FET|FORUM ENERGY TECHNOLOGIES IN
|
BUY | NEW | 1.5M | $56M | — |
|
GLOB|GLOBANT S A
|
SELL | -10.65% | 158.2K | $41M | +12.1% |
|
SHOP|SHOPIFY INC
|
BUY | +188.94% | 54.9K | $37M | — |
|
ACWX|ISHARES TR
|
SELL | -8.57% | 528.3K | $28M | -4.8% |
|
FOXF|FOX FACTORY HLDG CORP
|
BUY | +13.43% | 196.2K | $19M | — |
|
UL|UNILEVER PLC
|
BUY | +4.34% | 543.9K | $25M | — |
|
TRUP|TRUPANION INC
|
SELL | -4.38% | 198.3K | $18M | -0.8% |
|
WING|WINGSTOP INC
|
SELL | -34.21% | 102.9K | $12M | +6.9% |
|
DAVA|ENDAVA PLC
|
BUY | +11.55% | 173.5K | $23M | — |
|
MEDP|MEDPACE HLDGS INC
|
SELL | -96.15% | 4.6K | $745000 | +16.8% |
|
GSHD|GOOSEHEAD INS INC
|
BUY | +17.94% | 216.0K | $17M | — |
|
RVLV|REVOLVE GROUP INC
|
BUY | +6.90% | 410.9K | $22M | — |
|
EXPO|EXPONENT INC
|
SELL | -97.62% | 4.5K | $485000 | +7.7% |
|
PGNY|PROGYNY INC
|
SELL | -4.54% | 368.4K | $19M | -18.3% |
|
YETI|YETI HLDGS INC
|
BUY | +31.79% | 301.5K | $18M | — |
|
HLI|HOULIHAN LOKEY INC
|
SELL | -4.13% | 174.6K | $15M | +43.3% |
|
AMN|AMN HEALTHCARE SVCS INC
|
SELL | -5.88% | 137.7K | $14M | — |
|
ALRM|ALARM COM HLDGS INC
|
SELL | -4.24% | 191.3K | $13M | — |
|
BL|BLACKLINE INC
|
SELL | -3.06% | 154.7K | $11M | -22.5% |
|
DCT|DUCK CREEK TECHNOLOGIES INC
|
SELL | -4.22% | 521.0K | $12M | — |
|
QLYS|QUALYS INC
|
BUY | +15.25% | 114.9K | $16M | — |
|
APPF|APPFOLIO INC
|
SELL | -4.50% | 120.9K | $14M | -13.9% |
|
WRBY|WARBY PARKER INC
|
BUY | +35.31% | 437.8K | $15M | — |
|
OLOGBX|OLO INC
|
BUY | +5.70% | 744.7K | $10M | — |
|
HELE|HELEN OF TROY LTD
|
SELL | -47.04% | 30.5K | $6M | +1.4% |
|
ALTREUR|ALTAIR ENGR INC
|
SELL | -5.96% | 144.2K | $9M | — |
|
CMRC|BIGCOMMERCE HLDGS INC
|
SELL | -5.98% | 285.5K | $6M | -38.5% |
|
SKIL|SKILLSOFT CORP
|
BUY | NEW | 1.8M | $11M | — |
|
PCTY|PAYLOCITY HLDG CORP
|
SELL | -26.69% | 30.7K | $6M | +20.0% |
|
FTCHQ|FARFETCH LTD
|
BUY | +582.37% | 625.7K | $9M | — |
|
MBUU|MALIBU BOATS INC
|
SELL | -5.87% | 128.2K | $7M | +1.9% |
|
ACWI|ISHARES TR
|
SELL | -52.45% | 39.0K | $4M | -4.8% |
|
CATH|GLOBAL X FDS
|
SELL | -0.48% | 143.8K | $8M | -1.8% |
|
HLNE|HAMILTON LANE INC
|
BUY | NEW | 96.1K | $7M | — |
|
BMBL|BUMBLE INC
|
BUY | NEW | 255.1K | $7M | — |
|
ETSY|ETSY INC
|
BUY | +34.20% | 36.0K | $4M | — |
|
RH|RH
|
BUY | +17.38% | 12.1K | $4M | — |
|
PAYC|PAYCOM SOFTWARE INC
|
BUY | +30.11% | 15.5K | $5M | — |
|
DT|DYNATRACE INC
|
BUY | +35.56% | 109.6K | $5M | — |
|
TYL|TYLER TECHNOLOGIES INC
|
SELL | -36.12% | 5.9K | $3M | -7.9% |
|
TREX|TREX CO INC
|
BUY | +15.55% | 41.1K | $3M | — |
|
AZPNUSD|ASPEN TECHNOLOGY INC
|
BUY | +17.11% | 25.4K | $4M | — |
|
FICO|FAIR ISAAC CORP
|
BUY | +14.39% | 8.9K | $4M | — |
|
CDW|CDW CORP
|
SELL | EXIT | — | — | +27.3% |
|
CPRT|COPART INC
|
BUY | +3.57% | 23.2K | $3M | — |
|
TTD|THE TRADE DESK INC
|
BUY | +3.46% | 36.3K | $3M | — |
|
FND|FLOOR & DECOR HLDGS INC
|
BUY | +650.71% | 35.2K | $3M | — |
|
FIVE|FIVE BELOW INC
|
BUY | NEW | 16.0K | $3M | — |
|
EPAM|EPAM SYS INC
|
SELL | EXIT | — | — | -27.9% |
|
YANDEX N V
|
SELL | EXIT | — | — | — |
|
TPLC|TIMOTHY PLAN
|
SELL | -8.33% | 31.5K | $1M | +1.0% |
|
REGN|REGENERON PHARMACEUTICALS
|
SELL | -28.64% | 1.4K | $966000 | +1.0% |
|
LUXE|MYT NETHERLANDS PARENT B V
|
BUY | +12.17% | 62.0K | $759000 | — |
|
DG|DOLLAR GEN CORP NEW
|
SELL | -30.81% | 2.9K | $637000 | -6.9% |
|
TME|TENCENT MUSIC ENTMT GROUP
|
BUY | +61.37% | 190.6K | $928000 | — |
|
TPIF|TIMOTHY PLAN
|
SELL | EXIT | — | — | -5.9% |
|
ATHM|AUTOHOME INC
|
SELL | EXIT | — | — | -31.9% |
|
BABA|ALIBABA GROUP HLDG LTD
|
SELL | EXIT | — | — | -51.4% |
|
IWM|ISHARES TR
|
BUY | NEW | 1.2K | $249000 | — |
|
TAL|TAL EDUCATION GROUP
|
SELL | EXIT | — | — | -93.3% |
| 2021-Q4 | |||||
|
AMZN|AMAZON COM INC
|
BUY | +27.79% | 1.5M | $4.9B | — |
|
GOOG|ALPHABET INC
|
BUY | +2.51% | 1.6M | $4.6B | — |
|
META|META PLATFORMS INC
|
SELL | -21.09% | 10.4M | $3.5B | +42.9% |
|
MSFT|MICROSOFT CORP
|
BUY | +1.22% | 10.2M | $3.4B | — |
|
ADBE|ADOBE SYSTEMS INCORPORATED
|
SELL | -4.64% | 5.4M | $3.1B | — |
|
ABT|ABBOTT LABS
|
BUY | +2.45% | 22.6M | $3.2B | — |
|
MA|MASTERCARD INCORPORATED
|
BUY | +4.96% | 8.0M | $2.9B | — |
|
ACCENTURE PLC IRELAND
|
BUY | +0.19% | 6.7M | $2.8B | — |
|
CRM|SALESFORCE COM INC
|
BUY | +3.18% | 10.1M | $2.6B | — |
|
V|VISA INC
|
BUY | +5.35% | 11.5M | $2.5B | — |
|
ZTS|ZOETIS INC
|
BUY | +2.47% | 9.8M | $2.4B | — |
|
ADSK|AUTODESK INC
|
BUY | +5.62% | 7.3M | $2.0B | — |
|
NOW|SERVICENOW INC
|
BUY | +2.77% | 3.2M | $2.0B | — |
|
UNH|UNITEDHEALTH GROUP INC
|
BUY | +1.85% | 3.9M | $1.9B | — |
|
PYPL|PAYPAL HLDGS INC
|
BUY | +8.64% | 7.5M | $1.4B | — |
|
GOOGL|ALPHABET INC
|
BUY | +3.05% | 592.8K | $1.7B | — |
|
ABNB|AIRBNB INC
|
BUY | +4.09% | 9.9M | $1.7B | — |
|
NFLX|NETFLIX INC
|
BUY | +3.05% | 2.7M | $1.6B | — |
|
SBUX|STARBUCKS CORP
|
BUY | +1.37% | 13.2M | $1.5B | — |
|
IT|GARTNER INC
|
BUY | +1.92% | 4.6M | $1.5B | — |
|
NKE|NIKE INC
|
BUY | +2.36% | 8.2M | $1.4B | — |
|
ISRG|INTUITIVE SURGICAL INC
|
BUY | +210.02% | 3.4M | $1.2B | — |
|
AFW|ALIGN TECHNOLOGY INC
|
BUY | +7.29% | 1.8M | $1.2B | — |
|
ILMN|ILLUMINA INC
|
BUY | +4.99% | 2.7M | $1.0B | — |
|
MSCI|MSCI INC
|
BUY | +2.35% | 1.4M | $868M | — |
|
DOCU|DOCUSIGN INC
|
BUY | NEW | 3.7M | $569M | — |
|
ICLR|ICON PLC
|
SELL | -4.40% | 1.6M | $491M | — |
|
AON|AON PLC
|
BUY | +1.97% | 1.0M | $313M | — |
|
MDT|MEDTRONIC PLC
|
SELL | -0.67% | 1.0M | $104M | — |
|
SAP|SAP SE
|
BUY | +2.22% | 809.9K | $113M | — |
|
IWF|ISHARES TR
|
BUY | +264.18% | 239.4K | $73M | — |
|
BABA|ALIBABA GROUP HLDG LTD
|
SELL | -99.53% | 2.2K | $267000 | -40.2% |
|
ADP|AUTOMATIC DATA PROCESSING IN
|
SELL | -2.26% | 272.2K | $67M | — |
|
ASML|ASML HOLDING N V
|
BUY | +2.55% | 80.8K | $64M | — |
|
MELI|MERCADOLIBRE INC
|
BUY | +162.25% | 45.2K | $61M | — |
|
GLOB|GLOBANT S A
|
BUY | +112.08% | 177.0K | $56M | — |
|
ACWX|ISHARES TR
|
BUY | NEW | 577.9K | $32M | — |
|
FOXF|FOX FACTORY HLDG CORP
|
BUY | +25.24% | 173.0K | $29M | — |
|
UL|UNILEVER PLC
|
SELL | -2.51% | 521.3K | $28M | — |
|
TRUP|TRUPANION INC
|
BUY | +25.26% | 207.4K | $27M | — |
|
WING|WINGSTOP INC
|
BUY | +25.15% | 156.5K | $27M | — |
|
SHOP|SHOPIFY INC
|
BUY | +0.21% | 19.0K | $26M | — |
|
DAVA|ENDAVA PLC
|
BUY | +1.63% | 155.6K | $26M | — |
|
MEDP|MEDPACE HLDGS INC
|
BUY | +25.08% | 118.2K | $26M | — |
|
GSHD|GOOSEHEAD INS INC
|
BUY | +15.20% | 183.2K | $24M | — |
|
EXPO|EXPONENT INC
|
BUY | +25.84% | 188.3K | $22M | — |
|
RVLV|REVOLVE GROUP INC
|
BUY | +28.37% | 384.4K | $22M | — |
|
PGNY|PROGYNY INC
|
BUY | +25.32% | 385.9K | $19M | — |
|
YETI|YETI HLDGS INC
|
BUY | +49.66% | 228.8K | $19M | — |
|
HLI|HOULIHAN LOKEY INC
|
BUY | +25.27% | 182.1K | $19M | — |
|
AMN|AMN HEALTHCARE SVCS INC
|
BUY | +28.63% | 146.3K | $18M | — |
|
ALRM|ALARM COM HLDGS INC
|
BUY | +25.01% | 199.8K | $17M | — |
|
BL|BLACKLINE INC
|
BUY | +30.96% | 159.6K | $17M | — |
|
DCT|DUCK CREEK TECHNOLOGIES INC
|
BUY | +67.38% | 543.9K | $16M | — |
|
APPF|APPFOLIO INC
|
BUY | +26.18% | 126.6K | $15M | — |
|
WRBY|WARBY PARKER INC
|
BUY | NEW | 323.6K | $15M | — |
|
OLOGBX|OLO INC
|
BUY | +42.76% | 704.5K | $15M | — |
|
HELE|HELEN OF TROY LTD
|
BUY | +24.54% | 57.6K | $14M | — |
|
QLYS|QUALYS INC
|
BUY | +28.63% | 99.7K | $14M | — |
|
ETSY|ETSY INC
|
SELL | -58.69% | 26.8K | $6M | +160.2% |
|
ALTREUR|ALTAIR ENGR INC
|
BUY | +28.65% | 153.4K | $12M | — |
|
CMRC|BIGCOMMERCE HLDGS INC
|
BUY | NEW | 303.7K | $11M | — |
|
PCTY|PAYLOCITY HLDG CORP
|
BUY | +16.15% | 41.9K | $10M | — |
|
MBUU|MALIBU BOATS INC
|
BUY | +30.35% | 136.2K | $9M | — |
|
ACWI|ISHARES TR
|
BUY | NEW | 81.9K | $9M | — |
|
CATH|GLOBAL X FDS
|
BUY | +44.71% | 144.5K | $9M | — |
|
SLP|SIMULATIONS PLUS INC
|
SELL | EXIT | — | — | -26.9% |
|
DT|DYNATRACE INC
|
SELL | -5.88% | 80.9K | $5M | +65.7% |
|
RH|RH
|
BUY | +41.06% | 10.3K | $6M | — |
|
TYL|TYLER TECHNOLOGIES INC
|
BUY | +21.86% | 9.3K | $5M | — |
|
PAYC|PAYCOM SOFTWARE INC
|
BUY | +25.77% | 11.9K | $5M | — |
|
TREX|TREX CO INC
|
BUY | +10.58% | 35.6K | $5M | — |
|
CDW|CDW CORP
|
BUY | +10.59% | 19.7K | $4M | — |
|
TTD|THE TRADE DESK INC
|
SELL | -31.92% | 35.1K | $3M | +40.9% |
|
CPRT|COPART INC
|
BUY | +10.58% | 22.4K | $3M | — |
|
FICO|FAIR ISAAC CORP
|
BUY | +25.31% | 7.7K | $3M | — |
|
AZPNUSD|ASPEN TECHNOLOGY INC
|
SELL | -20.66% | 21.7K | $3M | — |
|
FTCHQ|FARFETCH LTD
|
BUY | +47.96% | 91.7K | $3M | — |
|
EPAM|EPAM SYS INC
|
SELL | -27.57% | 3.4K | $2M | +7.4% |
|
GNRC|GENERAC HLDGS INC
|
SELL | EXIT | — | — | +90.0% |
|
YANDEX N V
|
BUY | +10.76% | 35.5K | $2M | — |
|
HEI|HEICO CORP NEW
|
SELL | EXIT | — | — | +9.8% |
|
KARO|KAROOOOO LTD
|
BUY | +6.74% | 41.2K | $2M | — |
|
TPLC|TIMOTHY PLAN
|
BUY | +167.03% | 34.4K | $1M | — |
|
REGN|REGENERON PHARMACEUTICALS
|
SELL | -10.07% | 1.9K | $1M | +2.5% |
|
LUXE|MYT NETHERLANDS PARENT B V
|
BUY | NEW | 55.3K | $1M | — |
|
DG|DOLLAR GEN CORP NEW
|
SELL | -20.94% | 4.1K | $976000 | -1.1% |
|
EL|LAUDER ESTEE COS INC
|
SELL | EXIT | — | — | +62.1% |
|
TME|TENCENT MUSIC ENTMT GROUP
|
BUY | +68.65% | 118.1K | $809000 | — |
|
FND|FLOOR & DECOR HLDGS INC
|
BUY | NEW | 4.7K | $610000 | — |
|
TPIF|TIMOTHY PLAN
|
BUY | +2.03% | 12.1K | $353000 | — |
| 2021-Q3 | |||||
|
META|FACEBOOK INC
|
BUY | +1.90% | 13.2M | $4.5B | — |
|
MSFT|MICROSOFT CORP
|
SELL | -37.39% | 10.0M | $2.8B | — |
|
GOOG|ALPHABET INC
|
BUY | +1.64% | 1.6M | $4.1B | — |
|
AMZN|AMAZON COM INC
|
BUY | +65.44% | 1.2M | $3.8B | — |
|
ADBE|ADOBE SYSTEMS INCORPORATED
|
SELL | -8.67% | 5.7M | $3.3B | — |
|
MA|MASTERCARD INCORPORATED
|
BUY | +24.11% | 7.6M | $2.7B | — |
|
CRM|SALESFORCE COM INC
|
BUY | +1.33% | 9.8M | $2.7B | — |
|
ABT|ABBOTT LABS
|
BUY | +0.13% | 22.0M | $2.6B | — |
|
V|VISA INC
|
BUY | +6.17% | 10.9M | $2.4B | — |
|
ACCENTURE PLC IRELAND
|
SELL | -18.39% | 6.7M | $2.2B | — |
|
ZTS|ZOETIS INC
|
SELL | -19.53% | 9.6M | $1.9B | — |
|
ADSK|AUTODESK INC
|
BUY | +14.53% | 6.9M | $2.0B | — |
|
PYPL|PAYPAL HLDGS INC
|
BUY | +3.04% | 6.9M | $1.8B | — |
|
NOW|SERVICENOW INC
|
SELL | -12.63% | 3.1M | $1.9B | +89.0% |
|
SBUX|STARBUCKS CORP
|
SELL | -12.17% | 13.0M | $1.4B | +31.4% |
|
ABNB|AIRBNB INC
|
BUY | NEW | 9.5M | $1.6B | — |
|
NFLX|NETFLIX INC
|
BUY | +7.21% | 2.6M | $1.6B | — |
|
GOOGL|ALPHABET INC
|
BUY | +1.72% | 575.3K | $1.5B | — |
|
UNH|UNITEDHEALTH GROUP INC
|
BUY | +1.90% | 3.8M | $1.5B | — |
|
IT|GARTNER INC
|
SELL | -0.34% | 4.5M | $1.4B | — |
|
NKE|NIKE INC
|
BUY | +1.29% | 8.0M | $1.2B | — |
|
ILMN|ILLUMINA INC
|
BUY | +2.23% | 2.5M | $1.0B | — |
|
AFW|ALIGN TECHNOLOGY INC
|
BUY | +1.33% | 1.7M | $1.1B | — |
|
ISRG|INTUITIVE SURGICAL INC
|
BUY | +0.81% | 1.1M | $1.1B | — |
|
MSCI|MSCI INC
|
BUY | +0.80% | 1.4M | $842M | — |
|
ICLR|ICON PLC
|
BUY | +112.11% | 1.7M | $435M | — |
|
BABA|ALIBABA GROUP HLDG LTD
|
SELL | -66.07% | 481.0K | $71M | -24.2% |
|
AON|AON PLC
|
BUY | +25.79% | 1.0M | $292M | — |
|
MDT|MEDTRONIC PLC
|
BUY | +12.96% | 1.0M | $127M | — |
|
SAP|SAP SE
|
BUY | +9.95% | 792.3K | $107M | — |
|
NEW ORIENTAL ED & TECHNOLOGY
|
SELL | EXIT | — | — | — |
|
ASML|ASML HOLDING N V
|
BUY | +77.99% | 78.8K | $59M | — |
|
ADP|AUTOMATIC DATA PROCESSING IN
|
BUY | +13.38% | 278.5K | $56M | — |
|
EL|LAUDER ESTEE COS INC
|
SELL | -98.39% | 2.7K | $812000 | +55.2% |
|
IWF|ISHARES TR
|
SELL | -65.76% | 65.7K | $18M | — |
|
UL|UNILEVER PLC
|
BUY | +6.96% | 534.7K | $29M | — |
|
MELI|MERCADOLIBRE INC
|
BUY | +7.62% | 17.2K | $29M | — |
|
SHOP|SHOPIFY INC
|
BUY | +5.95% | 19.0K | $26M | — |
|
GSHD|GOOSEHEAD INS INC
|
BUY | +8.54% | 159.0K | $24M | — |
|
GLOB|GLOBANT S A
|
BUY | +8.59% | 83.5K | $23M | — |
|
RVLV|REVOLVE GROUP INC
|
SELL | -2.80% | 299.4K | $18M | +194.0% |
|
DAVA|ENDAVA PLC
|
BUY | +7.41% | 153.1K | $21M | — |
|
WING|WINGSTOP INC
|
BUY | +8.31% | 125.0K | $20M | — |
|
FOXF|FOX FACTORY HLDG CORP
|
BUY | +8.26% | 138.1K | $20M | — |
|
MEDP|MEDPACE HLDGS INC
|
BUY | +8.14% | 94.5K | $18M | — |
|
TRUP|TRUPANION INC
|
BUY | +8.40% | 165.5K | $13M | — |
|
PGNY|PROGYNY INC
|
BUY | +28.65% | 307.9K | $17M | — |
|
EXPO|EXPONENT INC
|
BUY | +8.39% | 149.7K | $17M | — |
|
ETSY|ETSY INC
|
SELL | -14.68% | 64.9K | $13M | +120.0% |
|
OLOGBX|OLO INC
|
BUY | NEW | 493.5K | $15M | — |
|
BL|BLACKLINE INC
|
BUY | +9.55% | 121.8K | $14M | — |
|
DCT|DUCK CREEK TECHNOLOGIES INC
|
BUY | +8.54% | 325.0K | $14M | — |
|
HLI|HOULIHAN LOKEY INC
|
BUY | +7.96% | 145.4K | $13M | — |
|
YETI|YETI HLDGS INC
|
BUY | +9.56% | 152.9K | $13M | — |
|
APPF|APPFOLIO INC
|
BUY | +8.34% | 100.3K | $12M | — |
|
AMN|AMN HEALTHCARE SVCS INC
|
BUY | +9.29% | 113.7K | $13M | — |
|
ALRM|ALARM COM HLDGS INC
|
BUY | +8.13% | 159.8K | $12M | — |
|
HELE|HELEN OF TROY LTD
|
BUY | +8.48% | 46.2K | $10M | — |
|
PCTY|PAYLOCITY HLDG CORP
|
SELL | -4.50% | 36.0K | $10M | +62.4% |
|
SLP|SIMULATIONS PLUS INC
|
BUY | +9.37% | 178.1K | $7M | — |
|
QLYS|QUALYS INC
|
BUY | +9.24% | 77.5K | $9M | — |
|
ALTREUR|ALTAIR ENGR INC
|
BUY | +9.28% | 119.2K | $8M | — |
|
MBUU|MALIBU BOATS INC
|
BUY | +9.28% | 104.5K | $7M | — |
|
DT|DYNATRACE INC
|
BUY | +4.23% | 85.9K | $6M | — |
|
CATH|GLOBAL X FDS
|
BUY | NEW | 99.9K | $5M | — |
|
RH|RH
|
BUY | NEW | 7.3K | $5M | — |
|
ENVUSD|ENVESTNET INC
|
SELL | EXIT | — | — | — |
|
PAYC|PAYCOM SOFTWARE INC
|
BUY | +4.99% | 9.4K | $5M | — |
|
GNRC|GENERAC HLDGS INC
|
SELL | -36.30% | 6.4K | $3M | +94.8% |
|
TTD|THE TRADE DESK INC
|
BUY | +3.60% | 51.5K | $4M | — |
|
AZPNUSD|ASPEN TECHNOLOGY INC
|
BUY | +3.63% | 27.3K | $3M | — |
|
EEFT|EURONET WORLDWIDE INC
|
SELL | EXIT | — | — | +18.6% |
|
TYL|TYLER TECHNOLOGIES INC
|
BUY | NEW | 7.6K | $3M | — |
|
TREX|TREX CO INC
|
BUY | +3.41% | 32.2K | $3M | — |
|
CDW|CDW CORP
|
BUY | +3.62% | 17.9K | $3M | — |
|
CPRT|COPART INC
|
BUY | +3.63% | 20.3K | $3M | — |
|
EPAM|EPAM SYS INC
|
BUY | NEW | 4.7K | $3M | — |
|
YANDEX N V
|
BUY | +1.76% | 32.1K | $3M | — |
|
FICO|FAIR ISAAC CORP
|
BUY | NEW | 6.2K | $2M | — |
|
FTCHQ|FARFETCH LTD
|
BUY | +29.63% | 62.0K | $2M | — |
|
HEI|HEICO CORP NEW
|
BUY | +3.57% | 16.1K | $2M | — |
|
KARO|KAROOOOO LTD
|
BUY | +1.10% | 38.6K | $1M | — |
|
REGN|REGENERON PHARMACEUTICALS
|
BUY | NEW | 2.2K | $1M | — |
|
DG|DOLLAR GEN CORP NEW
|
BUY | NEW | 5.2K | $1M | — |
|
TME|TENCENT MUSIC ENTMT GROUP
|
BUY | +26.05% | 70.0K | $508000 | — |
|
ACWX|ISHARES TR
|
BUY | +69.72% | 12.8K | $710000 | — |
|
ORLY|OREILLY AUTOMOTIVE INC
|
BUY | NEW | 1.0K | $632000 | — |
|
ATHM|AUTOHOME INC
|
BUY | NEW | 11.0K | $516000 | — |
|
TPLC|TIMOTHY PLAN
|
BUY | +1.60% | 12.9K | $448000 | — |
|
ACWI|ISHARES TR
|
BUY | +14.32% | 3.8K | $380000 | — |
|
ORCL|ORACLE CORP
|
BUY | NEW | 4.2K | $367000 | — |
|
TPIF|TIMOTHY PLAN
|
BUY | +30.16% | 11.9K | $338000 | — |
|
BKNG|BOOKING HOLDINGS INC
|
BUY | NEW | 134 | $318000 | — |
| 2021-Q2 | |||||
|
META|FACEBOOK INC
|
BUY | +3.92% | 13.0M | $4.5B | — |
|
MSFT|MICROSOFT CORP
|
BUY | +4.25% | 16.0M | $4.3B | — |
|
GOOG|ALPHABET INC
|
SELL | -1.31% | 1.5M | $3.8B | — |
|
ADBE|ADOBE SYSTEMS INCORPORATED
|
BUY | +3.13% | 6.2M | $3.7B | — |
|
ABT|ABBOTT LABS
|
BUY | +6.14% | 22.0M | $2.5B | — |
|
ACCENTURE PLC IRELAND
|
BUY | +3.83% | 8.2M | $2.4B | — |
|
V|VISA INC
|
BUY | +4.57% | 10.3M | $2.4B | — |
|
AMZN|AMAZON COM INC
|
BUY | +7.95% | 696.9K | $2.4B | — |
|
CRM|SALESFORCE COM INC
|
BUY | +4.56% | 9.6M | $2.4B | — |
|
MA|MASTERCARD INCORPORATED
|
BUY | +5.15% | 6.2M | $2.2B | — |
|
ZTS|ZOETIS INC
|
BUY | +2.76% | 11.9M | $2.2B | — |
|
PYPL|PAYPAL HLDGS INC
|
BUY | +3.75% | 6.7M | $1.9B | — |
|
NOW|SERVICENOW INC
|
BUY | +4.66% | 3.5M | $1.9B | — |
|
ADSK|AUTODESK INC
|
BUY | +5.34% | 6.0M | $1.8B | — |
|
SBUX|STARBUCKS CORP
|
BUY | +5.37% | 14.8M | $1.7B | — |
|
UNH|UNITEDHEALTH GROUP INC
|
BUY | +4.66% | 3.7M | $1.5B | — |
|
GOOGL|ALPHABET INC
|
BUY | +18.46% | 565.5K | $1.4B | — |
|
NFLX|NETFLIX INC
|
BUY | +3.94% | 2.4M | $1.3B | — |
|
NKE|NIKE INC
|
BUY | +5.95% | 7.9M | $1.2B | — |
|
ILMN|ILLUMINA INC
|
BUY | +4.36% | 2.5M | $1.2B | — |
|
IT|GARTNER INC
|
SELL | -28.43% | 4.5M | $1.1B | — |
|
ISRG|INTUITIVE SURGICAL INC
|
BUY | +5.13% | 1.1M | $1.0B | — |
|
AFW|ALIGN TECHNOLOGY INC
|
BUY | +4.47% | 1.6M | $999M | — |
|
MSCI|MSCI INC
|
BUY | +0.38% | 1.4M | $732M | — |
|
BABA|ALIBABA GROUP HLDG LTD
|
BUY | +3.95% | 1.4M | $321M | — |
|
AON|AON PLC
|
BUY | +54.44% | 812.6K | $194M | — |
|
ICLR|ICON PLC
|
BUY | +1.95% | 782.5K | $162M | — |
|
MDT|MEDTRONIC PLC
|
BUY | +1.07% | 896.9K | $111M | — |
|
SAP|SAP SE
|
BUY | +6.87% | 720.6K | $101M | — |
|
NEW ORIENTAL ED & TECHNOLOGY
|
BUY | +2.30% | 7.4M | $60M | — |
|
EL|LAUDER ESTEE COS INC
|
BUY | +3.29% | 168.2K | $54M | — |
|
IWF|ISHARES TR
|
BUY | +8.54% | 192.0K | $52M | — |
|
ADP|AUTOMATIC DATA PROCESSING IN
|
BUY | +1.86% | 245.6K | $49M | — |
|
ASML|ASML HOLDING N V
|
BUY | NEW | 44.2K | $31M | — |
|
UL|UNILEVER PLC
|
SELL | -2.35% | 499.9K | $29M | — |
|
SHOP|SHOPIFY INC
|
BUY | NEW | 17.9K | $26M | — |
|
MELI|MERCADOLIBRE INC
|
BUY | NEW | 16.0K | $25M | — |
|
RVLV|REVOLVE GROUP INC
|
SELL | -8.49% | 308.0K | $21M | +130.6% |
|
FOXF|FOX FACTORY HLDG CORP
|
BUY | +6.61% | 127.6K | $20M | — |
|
GSHD|GOOSEHEAD INS INC
|
BUY | +17.18% | 146.5K | $19M | — |
|
WING|WINGSTOP INC
|
BUY | +6.49% | 115.4K | $18M | — |
|
TRUP|TRUPANION INC
|
BUY | NEW | 152.7K | $18M | — |
|
GLOB|GLOBANT S A
|
BUY | +6.24% | 76.9K | $17M | — |
|
ETSY|ETSY INC
|
SELL | -7.42% | 76.1K | $16M | +91.6% |
|
DAVA|ENDAVA PLC
|
BUY | +6.08% | 142.5K | $16M | — |
|
MEDP|MEDPACE HLDGS INC
|
BUY | +6.67% | 87.4K | $15M | — |
|
PGNY|PROGYNY INC
|
BUY | +7.91% | 239.3K | $14M | — |
|
APPF|APPFOLIO INC
|
BUY | +20.56% | 92.6K | $13M | — |
|
DCT|DUCK CREEK TECHNOLOGIES INC
|
BUY | +20.03% | 299.4K | $13M | — |
|
YETI|YETI HLDGS INC
|
BUY | +6.40% | 139.5K | $13M | — |
|
EXPO|EXPONENT INC
|
BUY | +6.60% | 138.1K | $12M | — |
|
ALRM|ALARM COM HLDGS INC
|
BUY | +6.63% | 147.8K | $13M | — |
|
BL|BLACKLINE INC
|
BUY | +6.42% | 111.2K | $12M | — |
|
HLI|HOULIHAN LOKEY INC
|
BUY | +6.65% | 134.7K | $11M | — |
|
AMN|AMN HEALTHCARE SVCS INC
|
BUY | +6.40% | 104.1K | $10M | — |
|
HELE|HELEN OF TROY LTD
|
BUY | +6.68% | 42.6K | $10M | — |
|
SLP|SIMULATIONS PLUS INC
|
BUY | +24.52% | 162.8K | $9M | — |
|
EEFT|EURONET WORLDWIDE INC
|
SELL | -56.28% | 26.7K | $4M | +30.4% |
|
ALTREUR|ALTAIR ENGR INC
|
BUY | +6.41% | 109.1K | $8M | — |
|
PCTY|PAYLOCITY HLDG CORP
|
BUY | +6.39% | 37.7K | $7M | — |
|
MBUU|MALIBU BOATS INC
|
BUY | +6.39% | 95.6K | $7M | — |
|
QLYS|QUALYS INC
|
BUY | +6.40% | 70.9K | $7M | — |
|
TREX|TREX CO INC
|
SELL | -54.38% | 31.1K | $3M | — |
|
ENVUSD|ENVESTNET INC
|
SELL | -22.33% | 63.4K | $5M | — |
|
DT|DYNATRACE INC
|
BUY | +7.77% | 82.4K | $5M | — |
|
GNRC|GENERAC HLDGS INC
|
SELL | -22.15% | 10.1K | $4M | +47.0% |
|
FND|FLOOR & DECOR HLDGS INC
|
SELL | EXIT | — | — | +89.5% |
|
TTD|THE TRADE DESK INC
|
BUY | NEW | 49.7K | $4M | — |
|
AZPNUSD|ASPEN TECHNOLOGY INC
|
BUY | +7.58% | 26.4K | $4M | — |
|
PAYC|PAYCOM SOFTWARE INC
|
BUY | NEW | 9.0K | $3M | — |
|
CDW|CDW CORP
|
BUY | +7.90% | 17.2K | $3M | — |
|
CPRT|COPART INC
|
BUY | +7.37% | 19.6K | $3M | — |
|
FTCHQ|FARFETCH LTD
|
BUY | NEW | 47.8K | $2M | — |
|
YANDEX N V
|
BUY | +0.64% | 31.5K | $2M | — |
|
HEI|HEICO CORP NEW
|
BUY | +7.68% | 15.5K | $2M | — |
|
CHKP|CHECK POINT SOFTWARE TECH LT
|
SELL | EXIT | — | — | — |
|
KARO|KAROOOOO LTD
|
BUY | NEW | 38.2K | $1M | — |
|
TME|TENCENT MUSIC ENTMT GROUP
|
BUY | +0.65% | 55.6K | $860000 | — |
|
TAL|TAL EDUCATION GROUP
|
BUY | NEW | 17.3K | $437000 | — |
|
ACWX|ISHARES TR
|
BUY | NEW | 7.6K | $434000 | — |
|
ACWI|ISHARES TR
|
BUY | NEW | 3.3K | $337000 | — |
|
TPIF|TIMOTHY PLAN
|
BUY | NEW | 9.1K | $266000 | — |
| 2021-Q1 | |||||
|
META|FACEBOOK INC
|
BUY | +1.44% | 12.5M | $3.7B | — |
|
MSFT|MICROSOFT CORP
|
BUY | +1.48% | 15.4M | $3.6B | — |
|
GOOG|ALPHABET INC
|
SELL | -9.67% | 1.6M | $3.2B | — |
|
ADBE|ADOBE SYSTEMS INCORPORATED
|
BUY | +2.63% | 6.1M | $2.9B | — |
|
ABT|ABBOTT LABS
|
BUY | +1.07% | 20.7M | $2.5B | — |
|
ACCENTURE PLC IRELAND
|
BUY | +1.93% | 7.9M | $2.2B | — |
|
V|VISA INC
|
BUY | +2.27% | 9.8M | $2.1B | — |
|
MA|MASTERCARD INCORPORATED
|
BUY | +1.32% | 5.9M | $2.1B | — |
|
AMZN|AMAZON COM INC
|
BUY | NEW | 645.5K | $2.0B | — |
|
CRM|SALESFORCE COM INC
|
BUY | +31.04% | 9.2M | $2.0B | — |
|
ADSK|AUTODESK INC
|
SELL | -10.70% | 5.7M | $1.6B | +51.7% |
|
ZTS|ZOETIS INC
|
BUY | +2.16% | 11.6M | $1.8B | — |
|
PYPL|PAYPAL HLDGS INC
|
SELL | -19.14% | 6.4M | $1.6B | +141.9% |
|
NOW|SERVICENOW INC
|
BUY | +3.07% | 3.4M | $1.7B | — |
|
SBUX|STARBUCKS CORP
|
BUY | +1.78% | 14.0M | $1.5B | — |
|
AFW|ALIGN TECHNOLOGY INC
|
SELL | -39.81% | 1.6M | $847M | — |
|
UNH|UNITEDHEALTH GROUP INC
|
BUY | +2.76% | 3.6M | $1.3B | — |
|
NFLX|NETFLIX INC
|
BUY | NEW | 2.3M | $1.2B | — |
|
DG|DOLLAR GEN CORP NEW
|
SELL | EXIT | — | — | +3.9% |
|
IT|GARTNER INC
|
BUY | +0.03% | 6.3M | $1.2B | — |
|
NKE|NIKE INC
|
BUY | +2.45% | 7.5M | $994M | — |
|
GOOGL|ALPHABET INC
|
BUY | +3.33% | 477.4K | $985M | — |
|
REGN|REGENERON PHARMACEUTICALS
|
SELL | EXIT | — | — | -12.9% |
|
ILMN|ILLUMINA INC
|
BUY | +2.09% | 2.4M | $913M | — |
|
ISRG|INTUITIVE SURGICAL INC
|
BUY | +2.70% | 1.0M | $766M | — |
|
MSCI|MSCI INC
|
SELL | -24.93% | 1.4M | $573M | +71.4% |
|
BABA|ALIBABA GROUP HLDG LTD
|
BUY | +12.20% | 1.4M | $309M | — |
|
ICLR|ICON PLC
|
BUY | +23.06% | 767.5K | $151M | — |
|
AON|AON PLC
|
BUY | +39.46% | 526.2K | $121M | — |
|
MDT|MEDTRONIC PLC
|
BUY | +8.76% | 887.4K | $105M | — |
|
NEW ORIENTAL ED & TECHNOLOGY
|
BUY | NEW | 7.2M | $101M | — |
|
SAP|SAP SE
|
BUY | +2.80% | 674.2K | $83M | — |
|
ADP|AUTOMATIC DATA PROCESSING IN
|
SELL | -38.14% | 241.1K | $45M | — |
|
EL|LAUDER ESTEE COS INC
|
BUY | +0.14% | 162.8K | $47M | — |
|
CHKP|CHECK POINT SOFTWARE TECH LT
|
SELL | -94.97% | 17.0K | $2M | — |
|
IWF|ISHARES TR
|
BUY | +179.51% | 176.9K | $43M | — |
|
UL|UNILEVER PLC
|
SELL | -24.44% | 511.9K | $29M | — |
|
ETSY|ETSY INC
|
BUY | +10.70% | 82.1K | $17M | — |
|
FOXF|FOX FACTORY HLDG CORP
|
BUY | +21.65% | 119.7K | $15M | — |
|
RVLV|REVOLVE GROUP INC
|
BUY | +24.32% | 336.6K | $15M | — |
|
GLOB|GLOBANT S A
|
BUY | +19.54% | 72.4K | $15M | — |
|
WING|WINGSTOP INC
|
BUY | +41.54% | 108.4K | $14M | — |
|
MEDP|MEDPACE HLDGS INC
|
BUY | +21.12% | 81.9K | $13M | — |
|
GSHD|GOOSEHEAD INS INC
|
BUY | +61.44% | 125.0K | $13M | — |
|
EXPO|EXPONENT INC
|
BUY | +21.96% | 129.5K | $13M | — |
|
ALRM|ALARM COM HLDGS INC
|
BUY | +21.28% | 138.6K | $12M | — |
|
APPF|APPFOLIO INC
|
BUY | +21.41% | 76.8K | $11M | — |
|
DAVA|ENDAVA PLC
|
BUY | +55.54% | 134.3K | $11M | — |
|
BL|BLACKLINE INC
|
BUY | +24.56% | 104.5K | $11M | — |
|
DCT|DUCK CREEK TECHNOLOGIES INC
|
BUY | NEW | 249.4K | $11M | — |
|
PGNY|PROGYNY INC
|
BUY | NEW | 221.8K | $10M | — |
|
YETI|YETI HLDGS INC
|
BUY | +24.31% | 131.1K | $9M | — |
|
WDFC|WD-40 CO
|
SELL | EXIT | — | — | +55.4% |
|
FND|FLOOR & DECOR HLDGS INC
|
SELL | -57.38% | 40.7K | $4M | +82.4% |
|
TREX|TREX CO INC
|
SELL | -34.67% | 68.2K | $6M | — |
|
EEFT|EURONET WORLDWIDE INC
|
BUY | +19.50% | 61.2K | $8M | — |
|
HELE|HELEN OF TROY LTD
|
BUY | +21.14% | 40.0K | $8M | — |
|
HLI|HOULIHAN LOKEY INC
|
BUY | +21.03% | 126.3K | $8M | — |
|
SLP|SIMULATIONS PLUS INC
|
BUY | +46.21% | 130.8K | $8M | — |
|
AMN|AMN HEALTHCARE SVCS INC
|
BUY | +24.41% | 97.8K | $7M | — |
|
MBUU|MALIBU BOATS INC
|
BUY | +24.30% | 89.9K | $7M | — |
|
QLYS|QUALYS INC
|
BUY | +24.36% | 66.7K | $7M | — |
|
ALTREUR|ALTAIR ENGR INC
|
BUY | +24.34% | 102.5K | $6M | — |
|
PCTY|PAYLOCITY HLDG CORP
|
BUY | +24.33% | 35.5K | $6M | — |
|
ENVUSD|ENVESTNET INC
|
BUY | +20.04% | 81.6K | $6M | — |
|
TREE|LENDINGTREE INC NEW
|
SELL | EXIT | — | — | — |
|
GNRC|GENERAC HLDGS INC
|
BUY | +10.40% | 13.0K | $4M | — |
|
DT|DYNATRACE INC
|
BUY | +10.18% | 76.5K | $4M | — |
|
ACWX|ISHARES TR
|
SELL | EXIT | — | — | +10.6% |
|
AZPNUSD|ASPEN TECHNOLOGY INC
|
BUY | +45.75% | 24.5K | $4M | — |
|
CDW|CDW CORP
|
BUY | +9.98% | 16.0K | $3M | — |
|
CPRT|COPART INC
|
BUY | +10.66% | 18.2K | $2M | — |
|
YANDEX N V
|
BUY | NEW | 31.3K | $2M | — |
|
HEI|HEICO CORP NEW
|
BUY | +9.88% | 14.4K | $2M | — |
|
TME|TENCENT MUSIC ENTMT GROUP
|
BUY | +209.60% | 55.2K | $1M | — |
|
ACWI|ISHARES TR
|
SELL | EXIT | — | — | +9.4% |
|
ORCL|ORACLE CORP
|
SELL | EXIT | — | — | -56.0% |
|
TPLC|TIMOTHY PLAN
|
BUY | NEW | 12.7K | $417000 | — |
| 2020-Q4 | |||||
|
MSFT|MICROSOFT CORP
|
BUY | +2.95% | 15.2M | $3.4B | — |
|
META|FACEBOOK INC
|
BUY | +3.04% | 12.3M | $3.4B | — |
|
GOOG|ALPHABET INC
|
BUY | +1.87% | 1.7M | $3.0B | — |
|
ADBE|ADOBE SYSTEMS INCORPORATED
|
BUY | +3.07% | 5.9M | $3.0B | — |
|
ABT|ABBOTT LABS
|
BUY | +5.60% | 20.5M | $2.2B | — |
|
V|VISA INC
|
BUY | +3.07% | 9.6M | $2.1B | — |
|
MA|MASTERCARD INCORPORATED
|
BUY | +3.32% | 5.8M | $2.1B | — |
|
ACCENTURE PLC IRELAND
|
BUY | +2.41% | 7.8M | $2.0B | — |
|
ADSK|AUTODESK INC
|
BUY | +1.37% | 6.4M | $2.0B | — |
|
ZTS|ZOETIS INC
|
BUY | +2.89% | 11.3M | $1.9B | — |
|
PYPL|PAYPAL HLDGS INC
|
BUY | +1.45% | 8.0M | $1.9B | — |
|
NOW|SERVICENOW INC
|
BUY | +1.99% | 3.3M | $1.8B | — |
|
CRM|SALESFORCE COM INC
|
BUY | +4.22% | 7.0M | $1.6B | — |
|
SBUX|STARBUCKS CORP
|
BUY | +4.88% | 13.8M | $1.5B | — |
|
AFW|ALIGN TECHNOLOGY INC
|
BUY | +0.06% | 2.6M | $1.4B | — |
|
DG|DOLLAR GEN CORP NEW
|
BUY | +2.56% | 5.8M | $1.2B | — |
|
UNH|UNITEDHEALTH GROUP INC
|
BUY | +1.60% | 3.5M | $1.2B | — |
|
REGN|REGENERON PHARMACEUTICALS
|
BUY | +3.36% | 2.0M | $968M | — |
|
NKE|NIKE INC
|
BUY | +2.06% | 7.3M | $1.0B | — |
|
IT|GARTNER INC
|
BUY | +1.26% | 6.3M | $1.0B | — |
|
ILMN|ILLUMINA INC
|
BUY | +313.71% | 2.3M | $861M | — |
|
ISRG|INTUITIVE SURGICAL INC
|
BUY | +2.52% | 1.0M | $826M | — |
|
MSCI|MSCI INC
|
BUY | +0.97% | 1.8M | $813M | — |
|
GOOGL|ALPHABET INC
|
BUY | +2.12% | 462.0K | $810M | — |
|
BABA|ALIBABA GROUP HLDG LTD
|
BUY | +26.49% | 1.2M | $283M | — |
|
ICLR|ICON PLC
|
BUY | +14.55% | 623.7K | $122M | — |
|
NEW ORIENTAL ED & TECHNOLOGY
|
BUY | +14.11% | 527.0K | $98M | — |
|
MDT|MEDTRONIC PLC
|
BUY | +15.15% | 816.0K | $96M | — |
|
SAP|SAP SE
|
BUY | +22.05% | 655.8K | $86M | — |
|
AON|AON PLC
|
BUY | +15.12% | 377.3K | $80M | — |
|
ADP|AUTOMATIC DATA PROCESSING IN
|
SELL | -6.12% | 389.8K | $69M | — |
|
CHKP|CHECK POINT SOFTWARE TECH LT
|
BUY | +14.72% | 338.4K | $45M | — |
|
EL|LAUDER ESTEE COS INC
|
SELL | -3.60% | 162.6K | $43M | +18.1% |
|
UL|UNILEVER PLC
|
BUY | +21.29% | 677.5K | $41M | — |
|
ORCL|ORACLE CORP
|
SELL | -98.05% | 12.0K | $774000 | -58.8% |
|
RELX|RELX PLC
|
SELL | EXIT | — | — | +0.3% |
|
IWF|ISHARES TR
|
BUY | +156.00% | 63.3K | $15M | — |
|
ETSY|ETSY INC
|
BUY | +7.13% | 74.2K | $13M | — |
|
GLOB|GLOBANT S A
|
BUY | +24.60% | 60.5K | $13M | — |
|
ALRM|ALARM COM HLDGS INC
|
BUY | +23.38% | 114.3K | $12M | — |
|
APPF|APPFOLIO INC
|
BUY | +23.58% | 63.3K | $11M | — |
|
BL|BLACKLINE INC
|
BUY | +29.39% | 83.9K | $11M | — |
|
FOXF|FOX FACTORY HLDG CORP
|
BUY | +24.03% | 98.4K | $10M | — |
|
WING|WINGSTOP INC
|
BUY | +50.26% | 76.6K | $10M | — |
|
GSHD|GOOSEHEAD INS INC
|
BUY | +23.83% | 77.4K | $10M | — |
|
EXPO|EXPONENT INC
|
BUY | +24.62% | 106.2K | $10M | — |
|
WDFC|WD-40 CO
|
BUY | +23.81% | 35.6K | $9M | — |
|
MEDP|MEDPACE HLDGS INC
|
BUY | +101.36% | 67.7K | $9M | — |
|
FND|FLOOR & DECOR HLDGS INC
|
BUY | +29.26% | 95.5K | $9M | — |
|
TREX|TREX CO INC
|
BUY | +22.65% | 104.4K | $9M | — |
|
RVLV|REVOLVE GROUP INC
|
BUY | +29.28% | 270.7K | $8M | — |
|
EEFT|EURONET WORLDWIDE INC
|
BUY | +20.61% | 51.2K | $7M | — |
|
HELE|HELEN OF TROY LTD
|
BUY | +23.42% | 33.0K | $7M | — |
|
YETI|YETI HLDGS INC
|
BUY | +29.37% | 105.5K | $7M | — |
|
HLI|HOULIHAN LOKEY INC
|
BUY | +32.16% | 104.3K | $7M | — |
|
DAVA|ENDAVA PLC
|
BUY | NEW | 86.4K | $7M | — |
|
QLYS|QUALYS INC
|
BUY | +29.24% | 53.6K | $7M | — |
|
SLP|SIMULATIONS PLUS INC
|
BUY | NEW | 89.4K | $6M | — |
|
PCTY|PAYLOCITY HLDG CORP
|
BUY | +29.11% | 28.5K | $6M | — |
|
ENVUSD|ENVESTNET INC
|
BUY | +21.68% | 68.0K | $6M | — |
|
AMN|AMN HEALTHCARE SVCS INC
|
BUY | +29.20% | 78.6K | $5M | — |
|
ALTREUR|ALTAIR ENGR INC
|
BUY | +29.23% | 82.5K | $5M | — |
|
POOL|POOL CORP
|
SELL | EXIT | — | — | +8.1% |
|
TREE|LENDINGTREE INC NEW
|
BUY | +20.90% | 17.0K | $5M | — |
|
MBUU|MALIBU BOATS INC
|
BUY | +30.64% | 72.3K | $5M | — |
|
MASI|MASIMO CORP
|
SELL | EXIT | — | — | +47.5% |
|
ACWX|ISHARES TR
|
BUY | NEW | 67.3K | $4M | — |
|
DT|DYNATRACE INC
|
BUY | NEW | 69.4K | $3M | — |
|
BLKB|BLACKBAUD INC
|
SELL | EXIT | — | — | — |
|
GNRC|GENERAC HLDGS INC
|
BUY | NEW | 11.8K | $3M | — |
|
AZPNUSD|ASPEN TECHNOLOGY INC
|
BUY | NEW | 16.8K | $2M | — |
|
CPRT|COPART INC
|
BUY | NEW | 16.5K | $2M | — |
|
CDW|CDW CORP
|
BUY | NEW | 14.5K | $2M | — |
|
HEI|HEICO CORP NEW
|
BUY | NEW | 13.1K | $2M | — |
|
ACWI|ISHARES TR
|
BUY | NEW | 11.7K | $1M | — |
|
TME|TENCENT MUSIC ENTMT GROUP
|
BUY | NEW | 17.8K | $343000 | — |
| 2020-Q3 | |||||
|
MSFT|MICROSOFT CORP
|
SELL | -16.62% | 14.7M | $3.1B | — |
|
META|FACEBOOK INC
|
BUY | +1.68% | 12.0M | $3.1B | — |
|
ADBE|ADOBE SYSTEMS INCORPORATED
|
BUY | +2.74% | 5.7M | $2.8B | — |
|
GOOG|ALPHABET INC
|
BUY | +3.66% | 1.7M | $2.5B | — |
|
ABT|ABBOTT LABS
|
BUY | +3.70% | 19.4M | $2.1B | — |
|
MA|MASTERCARD INCORPORATED
|
BUY | +1.98% | 5.6M | $1.9B | — |
|
V|VISA INC
|
BUY | +3.86% | 9.3M | $1.9B | — |
|
ZTS|ZOETIS INC
|
BUY | +2.27% | 11.0M | $1.8B | — |
|
ACCENTURE PLC IRELAND
|
BUY | +4.32% | 7.6M | $1.7B | — |
|
CRM|SALESFORCE COM INC
|
BUY | +0.64% | 6.8M | $1.7B | — |
|
NOW|SERVICENOW INC
|
SELL | -6.84% | 3.2M | $1.5B | +51.2% |
|
PYPL|PAYPAL HLDGS INC
|
SELL | -9.34% | 7.8M | $1.5B | +87.1% |
|
ADSK|AUTODESK INC
|
BUY | +4.44% | 6.3M | $1.5B | — |
|
DG|DOLLAR GEN CORP NEW
|
BUY | +2.20% | 5.7M | $1.2B | — |
|
REGN|REGENERON PHARMACEUTICALS
|
BUY | +5.05% | 1.9M | $1.1B | — |
|
SBUX|STARBUCKS CORP
|
BUY | +3.05% | 13.2M | $1.1B | — |
|
UNH|UNITEDHEALTH GROUP INC
|
BUY | NEW | 3.4M | $1.1B | — |
|
ADP|AUTOMATIC DATA PROCESSING IN
|
SELL | -93.18% | 415.2K | $58M | — |
|
NKE|NIKE INC
|
BUY | +1.41% | 7.2M | $898M | — |
|
AFW|ALIGN TECHNOLOGY INC
|
SELL | -20.27% | 2.6M | $850M | — |
|
MSCI|MSCI INC
|
SELL | -24.55% | 1.8M | $644M | +50.1% |
|
IT|GARTNER INC
|
BUY | +2.10% | 6.2M | $780M | — |
|
ISRG|INTUITIVE SURGICAL INC
|
BUY | NEW | 984.8K | $699M | — |
|
GOOGL|ALPHABET INC
|
BUY | +2.16% | 452.4K | $663M | — |
|
BABA|ALIBABA GROUP HLDG LTD
|
BUY | +32.40% | 960.8K | $282M | — |
|
ILMN|ILLUMINA INC
|
BUY | NEW | 562.8K | $174M | — |
|
ICLR|ICON PLC
|
BUY | +41.65% | 544.5K | $104M | — |
|
SAP|SAP SE
|
BUY | +34.68% | 537.3K | $84M | — |
|
MDT|MEDTRONIC PLC
|
BUY | +41.71% | 708.6K | $74M | — |
|
NEW ORIENTAL ED & TECHNOLOGY
|
BUY | +41.88% | 461.8K | $69M | — |
|
AON|AON PLC
|
BUY | NEW | 327.8K | $68M | — |
|
EL|LAUDER ESTEE COS INC
|
BUY | NEW | 168.7K | $37M | — |
|
ORCL|ORACLE CORP
|
BUY | +22.38% | 614.2K | $37M | — |
|
CHKP|CHECK POINT SOFTWARE TECH LT
|
BUY | +41.64% | 295.0K | $36M | — |
|
UL|UNILEVER PLC
|
BUY | +35.04% | 558.6K | $34M | — |
|
RELX|RELX PLC
|
SELL | -25.04% | 750.1K | $17M | -2.5% |
|
IWF|ISHARES TR
|
SELL | -63.61% | 24.7K | $5M | — |
|
GLOB|GLOBANT S A
|
BUY | +16.95% | 48.6K | $9M | — |
|
ETSY|ETSY INC
|
BUY | +19.46% | 69.3K | $8M | — |
|
APPF|APPFOLIO INC
|
BUY | +19.33% | 51.2K | $7M | — |
|
WING|WINGSTOP INC
|
BUY | +19.29% | 51.0K | $7M | — |
|
EXPO|EXPONENT INC
|
BUY | +19.04% | 85.2K | $6M | — |
|
TREX|TREX CO INC
|
BUY | +139.36% | 85.1K | $6M | — |
|
FOXF|FOX FACTORY HLDG CORP
|
BUY | +19.18% | 79.3K | $6M | — |
|
BL|BLACKLINE INC
|
BUY | +89.43% | 64.8K | $6M | — |
|
FND|FLOOR & DECOR HLDGS INC
|
BUY | +18.64% | 73.9K | $6M | — |
|
WDFC|WD-40 CO
|
BUY | +31.38% | 28.8K | $5M | — |
|
GSHD|GOOSEHEAD INS INC
|
BUY | NEW | 62.5K | $5M | — |
|
HELE|HELEN OF TROY LTD
|
BUY | +19.45% | 26.7K | $5M | — |
|
ALRM|ALARM COM HLDGS INC
|
BUY | +24.66% | 92.6K | $5M | — |
|
POOL|POOL CORP
|
BUY | +19.04% | 14.2K | $5M | — |
|
HLI|HOULIHAN LOKEY INC
|
BUY | +76.61% | 78.9K | $5M | — |
|
MASI|MASIMO CORP
|
BUY | +17.36% | 18.4K | $4M | — |
|
ENVUSD|ENVESTNET INC
|
BUY | +26.42% | 55.9K | $4M | — |
|
TREE|LENDINGTREE INC NEW
|
BUY | +18.61% | 14.0K | $4M | — |
|
QLYS|QUALYS INC
|
BUY | +98.03% | 41.5K | $4M | — |
|
EEFT|EURONET WORLDWIDE INC
|
BUY | +24.87% | 42.4K | $4M | — |
|
MEDP|MEDPACE HLDGS INC
|
BUY | +18.41% | 33.6K | $4M | — |
|
YETI|YETI HLDGS INC
|
BUY | +18.71% | 81.5K | $4M | — |
|
PCTY|PAYLOCITY HLDG CORP
|
BUY | +18.77% | 22.1K | $4M | — |
|
AMN|AMN HEALTHCARE SVCS INC
|
BUY | +18.72% | 60.8K | $4M | — |
|
RVLV|REVOLVE GROUP INC
|
BUY | +18.66% | 209.4K | $3M | — |
|
EPAM|EPAM SYS INC
|
SELL | EXIT | — | — | +61.3% |
|
BLKB|BLACKBAUD INC
|
BUY | +18.59% | 52.4K | $3M | — |
|
MBUU|MALIBU BOATS INC
|
BUY | NEW | 55.4K | $3M | — |
|
ALTREUR|ALTAIR ENGR INC
|
BUY | +18.73% | 63.8K | $3M | — |
|
TXRH|TEXAS ROADHOUSE INC
|
SELL | EXIT | — | — | — |
|
LMAT|LEMAITRE VASCULAR INC
|
SELL | EXIT | — | — | +0.7% |
|
FIVE|FIVE BELOW INC
|
SELL | EXIT | — | — | +18.9% |
|
ACWX|ISHARES TR
|
SELL | EXIT | — | — | -3.9% |
| 2020-Q2 | |||||
|
MSFT|MICROSOFT CORP
|
BUY | +10.03% | 17.7M | $3.6B | — |
|
META|FACEBOOK INC
|
BUY | +9.05% | 11.8M | $2.7B | — |
|
ADBE|ADOBE INC
|
BUY | +8.52% | 5.6M | $2.4B | — |
|
GOOG|ALPHABET INC
|
BUY | +10.47% | 1.6M | $2.3B | — |
|
V|VISA INC
|
BUY | +10.20% | 9.0M | $1.7B | — |
|
ABT|ABBOTT LABS
|
BUY | +12.32% | 18.7M | $1.7B | — |
|
MA|MASTERCARD INCORPORATED
|
BUY | +11.18% | 5.5M | $1.6B | — |
|
ACCENTURE PLC IRELAND
|
BUY | +9.43% | 7.3M | $1.6B | — |
|
PYPL|PAYPAL HLDGS INC
|
BUY | +9.36% | 8.7M | $1.5B | — |
|
ZTS|ZOETIS INC
|
BUY | +10.37% | 10.8M | $1.5B | — |
|
ADSK|AUTODESK INC
|
BUY | +62.29% | 6.0M | $1.4B | — |
|
NOW|SERVICENOW INC
|
BUY | +9.61% | 3.4M | $1.4B | — |
|
CRM|SALESFORCE COM INC
|
BUY | +10.75% | 6.7M | $1.3B | — |
|
REGN|REGENERON PHARMACEUTICALS
|
BUY | +7.18% | 1.8M | $1.2B | — |
|
DG|DOLLAR GEN CORP NEW
|
BUY | +8.17% | 5.5M | $1.1B | — |
|
SBUX|STARBUCKS CORP
|
BUY | +59.02% | 12.8M | $940M | — |
|
ADP|AUTOMATIC DATA PROCESSING IN
|
BUY | +14.35% | 6.1M | $907M | — |
|
AFW|ALIGN TECHNOLOGY INC
|
BUY | +7.22% | 3.3M | $894M | — |
|
MSCI|MSCI INC
|
BUY | +10.38% | 2.4M | $798M | — |
|
IT|GARTNER INC
|
BUY | +8.44% | 6.1M | $742M | — |
|
NKE|NIKE INC
|
SELL | -19.61% | 7.1M | $691M | — |
|
GOOGL|ALPHABET INC
|
BUY | +7.60% | 442.9K | $628M | — |
|
BABA|ALIBABA GROUP HLDG LTD
|
BUY | +42.86% | 725.7K | $157M | — |
|
ICLR|ICON PLC
|
BUY | +21.18% | 384.4K | $65M | — |
|
IWF|ISHARES TR
|
SELL | -83.53% | 67.9K | $13M | — |
|
SAP|SAP SE
|
BUY | +20.29% | 399.0K | $56M | — |
|
MDT|MEDTRONIC PLC
|
BUY | +21.12% | 500.0K | $46M | — |
|
NEW ORIENTAL ED & TECHNOLOGY
|
BUY | +21.45% | 325.5K | $42M | — |
|
ORCL|ORACLE CORP
|
BUY | +58.03% | 501.9K | $28M | — |
|
RELX|RELX PLC
|
BUY | +10.10% | 1.0M | $24M | — |
|
UL|UNILEVER PLC
|
BUY | +10.41% | 413.7K | $23M | — |
|
CHKP|CHECK POINT SOFTWARE TECH LT
|
BUY | +20.88% | 208.3K | $22M | — |
|
APPF|APPFOLIO INC
|
BUY | +84.34% | 42.9K | $7M | — |
|
GLOB|GLOBANT S A
|
BUY | +1.26% | 41.5K | $6M | — |
|
ETSY|ETSY INC
|
BUY | +127.79% | 58.0K | $6M | — |
|
WING|WINGSTOP INC
|
BUY | +81.12% | 42.7K | $6M | — |
|
EXPO|EXPONENT INC
|
BUY | +119.56% | 71.6K | $6M | — |
|
FOXF|FOX FACTORY HLDG CORP
|
BUY | +24.69% | 66.5K | $5M | — |
|
ALRM|ALARM COM HLDGS INC
|
BUY | +115.89% | 74.3K | $5M | — |
|
TREX|TREX CO INC
|
BUY | +12.88% | 35.6K | $5M | — |
|
WDFC|WD-40 CO
|
BUY | NEW | 21.9K | $4M | — |
|
HELE|HELEN OF TROY CORP LTD
|
BUY | +170.25% | 22.4K | $4M | — |
|
FND|FLOOR & DECOR HLDGS INC
|
BUY | +40.59% | 62.3K | $4M | — |
|
MASI|MASIMO CORP
|
BUY | +48.95% | 15.7K | $4M | — |
|
TREE|LENDINGTREE INC NEW
|
BUY | +129.62% | 11.8K | $3M | — |
|
EPAM|EPAM SYS INC
|
BUY | +45.97% | 13.1K | $3M | — |
|
EEFT|EURONET WORLDWIDE INC
|
BUY | +166.32% | 34.0K | $3M | — |
|
POOL|POOL CORPORATION
|
BUY | +9.91% | 12.0K | $3M | — |
|
ENVUSD|ENVESTNET INC
|
BUY | +98.05% | 44.2K | $3M | — |
|
YETI|YETI HLDGS INC
|
BUY | +40.61% | 68.7K | $3M | — |
|
BL|BLACKLINE INC
|
BUY | NEW | 34.2K | $3M | — |
|
PCTY|PAYLOCITY HLDG CORP
|
BUY | +92.98% | 18.6K | $3M | — |
|
TXRH|TEXAS ROADHOUSE INC
|
BUY | +109.49% | 50.3K | $3M | — |
|
MEDP|MEDPACE HLDGS INC
|
BUY | NEW | 28.4K | $3M | — |
|
RVLV|REVOLVE GROUP INC
|
BUY | +4.59% | 176.5K | $3M | — |
|
BLKB|BLACKBAUD INC
|
BUY | +40.52% | 44.2K | $3M | — |
|
HLI|HOULIHAN LOKEY INC
|
BUY | NEW | 44.7K | $2M | — |
|
LMAT|LEMAITRE VASCULAR INC
|
BUY | +40.52% | 93.5K | $2M | — |
|
FIVE|FIVE BELOW INC
|
BUY | +131.97% | 22.8K | $2M | — |
|
AMN|AMN HEALTHCARE SVCS INC
|
BUY | +96.25% | 51.3K | $2M | — |
|
QLYS|QUALYS INC
|
BUY | NEW | 20.9K | $2M | — |
|
ALTREUR|ALTAIR ENGR INC
|
BUY | +40.59% | 53.7K | $2M | — |
|
USPH|U S PHYSICAL THERAPY INC
|
SELL | EXIT | — | — | -36.5% |
|
OLLI|OLLIES BARGAIN OUTLT HLDGS I
|
SELL | EXIT | — | — | +11.2% |
|
ORLY|O REILLY AUTOMOTIVE INC NEW
|
SELL | EXIT | — | — | -33.2% |
|
LFUS|LITTELFUSE INC
|
SELL | EXIT | — | — | — |
|
BKNG|BOOKING HLDGS INC
|
SELL | EXIT | — | — | -21.7% |
|
ACWX|ISHARES TR
|
SELL | -55.68% | 5.2K | $226000 | -16.1% |
| 2020-Q1 | |||||
|
MSFT|MICROSOFT CORP
|
BUY | +2.87% | 16.0M | $2.5B | — |
|
V|VISA INC
|
SELL | -19.83% | 8.1M | $1.3B | — |
|
GOOG|ALPHABET INC
|
BUY | +4.54% | 1.5M | $1.7B | — |
|
META|FACEBOOK INC
|
BUY | +20.36% | 10.8M | $1.8B | — |
|
ADBE|ADOBE INC
|
BUY | +3.65% | 5.1M | $1.6B | — |
|
ZTS|ZOETIS INC
|
SELL | -9.78% | 9.8M | $1.1B | — |
|
MA|MASTERCARD INC
|
BUY | +4.48% | 4.9M | $1.2B | — |
|
ACCENTURE PLC IRELAND
|
BUY | +5.84% | 6.7M | $1.1B | — |
|
ABT|ABBOTT LABS
|
BUY | +86.68% | 16.7M | $1.3B | — |
|
NKE|NIKE INC
|
SELL | -19.39% | 8.8M | $726M | — |
|
ORLY|O REILLY AUTOMOTIVE INC NEW
|
SELL | -99.86% | 3.3K | $997000 | -34.6% |
|
DG|DOLLAR GEN CORP NEW
|
SELL | -20.33% | 5.1M | $772M | -18.4% |
|
NOW|SERVICENOW INC
|
BUY | +61.06% | 3.1M | $896M | — |
|
CRM|SALESFORCE COM INC
|
BUY | +96.72% | 6.1M | $873M | — |
|
ADP|AUTOMATIC DATA PROCESSING IN
|
BUY | +5.45% | 5.3M | $728M | — |
|
REGN|REGENERON PHARMACEUTICALS
|
BUY | +2.67% | 1.7M | $840M | — |
|
PYPL|PAYPAL HLDGS INC
|
BUY | +2.87% | 7.9M | $757M | — |
|
IT|GARTNER INC
|
BUY | +5.79% | 5.6M | $561M | — |
|
AFW|ALIGN TECHNOLOGY INC
|
BUY | +7.51% | 3.0M | $529M | — |
|
SBUX|STARBUCKS CORP
|
BUY | +5.92% | 8.0M | $528M | — |
|
MSCI|MSCI INC
|
BUY | +2.52% | 2.2M | $626M | — |
|
ADSK|AUTODESK INC
|
BUY | NEW | 3.7M | $582M | — |
|
BKNG|BOOKING HLDGS INC
|
SELL | -99.83% | 456 | $613000 | -1.6% |
|
GOOGL|ALPHABET INC
|
BUY | +1.84% | 411.6K | $478M | — |
|
BABA|ALIBABA GROUP HLDG LTD
|
BUY | +28.13% | 508.0K | $99M | — |
|
IWF|ISHARES TR
|
BUY | +990.23% | 412.5K | $62M | — |
|
ICLR|ICON PLC
|
BUY | +21.95% | 317.2K | $43M | — |
|
MDT|MEDTRONIC PLC
|
BUY | +36.78% | 412.9K | $37M | — |
|
SAP|SAP SE
|
BUY | +19.60% | 331.7K | $37M | — |
|
NEW ORIENTAL ED & TECH GRP I
|
BUY | NEW | 268.0K | $29M | — |
|
UL|UNILEVER PLC
|
SELL | -0.60% | 374.6K | $19M | — |
|
RELX|RELX PLC
|
BUY | +24.02% | 908.9K | $19M | — |
|
CHKP|CHECK POINT SOFTWARE TECH LT
|
BUY | +21.45% | 172.3K | $17M | — |
|
ORCL|ORACLE CORP
|
BUY | +49.39% | 317.6K | $15M | — |
|
NVO|NOVO-NORDISK A S
|
SELL | EXIT | — | — | -66.7% |
|
GLOB|GLOBANT S A
|
BUY | +60.28% | 41.0K | $4M | — |
|
APPF|APPFOLIO INC
|
BUY | +67.61% | 23.3K | $3M | — |
|
TREX|TREX CO INC
|
BUY | +67.07% | 31.5K | $3M | — |
|
POOL|POOL CORPORATION
|
SELL | -6.98% | 10.9K | $2M | -32.6% |
|
EXPO|EXPONENT INC
|
BUY | +66.96% | 32.6K | $2M | — |
|
ACWX|ISHARES TR
|
SELL | -74.40% | 11.8K | $444000 | +0.6% |
|
FOXF|FOX FACTORY HLDG CORP
|
BUY | +67.38% | 53.4K | $2M | — |
|
WING|WINGSTOP INC
|
BUY | +114.96% | 23.6K | $2M | — |
|
MASI|MASIMO CORP
|
BUY | +37.83% | 10.5K | $2M | — |
|
BLKB|BLACKBAUD INC
|
BUY | +66.86% | 31.5K | $2M | — |
|
EPAM|EPAM SYS INC
|
BUY | +67.58% | 9.0K | $2M | — |
|
LMAT|LEMAITRE VASCULAR INC
|
BUY | +66.90% | 66.6K | $2M | — |
|
AMN|AMN HEALTHCARE SVCS INC
|
BUY | +66.80% | 26.1K | $2M | — |
|
RVLV|REVOLVE GROUP INC
|
BUY | NEW | 168.7K | $1M | — |
|
FND|FLOOR & DECOR HLDGS INC
|
BUY | +66.80% | 44.3K | $1M | — |
|
ALRM|ALARM COM HLDGS INC
|
BUY | +67.33% | 34.4K | $1M | — |
|
USPH|U S PHYSICAL THERAPY INC
|
BUY | +86.89% | 19.4K | $1M | — |
|
ENVUSD|ENVESTNET INC
|
BUY | +84.79% | 22.3K | $1M | — |
|
EEFT|EURONET WORLDWIDE INC
|
BUY | +67.70% | 12.8K | $1M | — |
|
HELE|HELEN OF TROY CORP LTD
|
BUY | NEW | 8.3K | $1M | — |
|
OLLI|OLLIES BARGAIN OUTLT HLDGS I
|
BUY | +67.75% | 22.8K | $1M | — |
|
LFUS|LITTELFUSE INC
|
BUY | +10.36% | 6.0K | $796000 | — |
|
GKD|GRAND CANYON ED INC
|
SELL | EXIT | — | — | — |
|
ALTREUR|ALTAIR ENGR INC
|
BUY | +67.33% | 38.2K | $1M | — |
|
TXRH|TEXAS ROADHOUSE INC
|
BUY | +67.55% | 24.0K | $992000 | — |
|
ETSY|ETSY INC
|
BUY | NEW | 25.5K | $978000 | — |
|
YETI|YETI HLDGS INC
|
BUY | NEW | 48.8K | $953000 | — |
|
TREE|LENDINGTREE INC NEW
|
BUY | +68.09% | 5.2K | $945000 | — |
|
NEOG|NEOGEN CORP
|
SELL | EXIT | — | — | — |
|
EXLS|EXLSERVICE HOLDINGS INC
|
SELL | EXIT | — | — | -51.1% |
|
PCTY|PAYLOCITY HLDG CORP
|
BUY | NEW | 9.6K | $851000 | — |
|
FIVE|FIVE BELOW INC
|
BUY | +68.67% | 9.8K | $691000 | — |
|
MED|MEDIFAST INC
|
SELL | EXIT | — | — | -20.2% |
|
PAYC|PAYCOM SOFTWARE INC
|
SELL | EXIT | — | — | +69.4% |
| 2019-Q4 | |||||
|
MSFT|MICROSOFT CORP
|
SELL | -3.56% | 15.6M | $2.5B | — |
|
V|VISA INC
|
BUY | +2.81% | 10.2M | $1.9B | — |
|
GOOG|ALPHABET INC
|
BUY | +3.28% | 1.4M | $1.9B | — |
|
META|FACEBOOK INC
|
SELL | -8.56% | 9.0M | $1.8B | — |
|
ADBE|ADOBE INC
|
BUY | +2.95% | 5.0M | $1.6B | — |
|
ZTS|ZOETIS INC
|
BUY | +2.79% | 10.8M | $1.4B | — |
|
MA|MASTERCARD INC
|
BUY | +3.46% | 4.7M | $1.4B | — |
|
ACCENTURE PLC IRELAND
|
BUY | +3.13% | 6.3M | $1.3B | — |
|
NKE|NIKE INC
|
BUY | +3.13% | 10.9M | $1.1B | — |
|
ORLY|O REILLY AUTOMOTIVE INC NEW
|
BUY | +3.14% | 2.3M | $1.0B | — |
|
DG|DOLLAR GEN CORP NEW
|
BUY | +2.62% | 6.4M | $1.0B | — |
|
ADP|AUTOMATIC DATA PROCESSING IN
|
BUY | +3.56% | 5.1M | $861M | — |
|
PYPL|PAYPAL HLDGS INC
|
BUY | +2.64% | 7.7M | $832M | — |
|
ORCL|ORACLE CORP
|
SELL | -98.59% | 212.6K | $11M | — |
|
IT|GARTNER INC
|
BUY | +2.98% | 5.3M | $821M | — |
|
AFW|ALIGN TECHNOLOGY INC
|
BUY | +1.66% | 2.8M | $789M | — |
|
ABT|ABBOTT LABS
|
BUY | NEW | 8.9M | $775M | — |
|
SBUX|STARBUCKS CORP
|
BUY | +3.73% | 7.6M | $667M | — |
|
REGN|REGENERON PHARMACEUTICALS
|
BUY | +2.08% | 1.7M | $629M | — |
|
BKNG|BOOKING HLDGS INC
|
BUY | +2.39% | 267.2K | $549M | — |
|
NOW|SERVICENOW INC
|
BUY | NEW | 1.9M | $548M | — |
|
MSCI|MSCI INC
|
BUY | +2.03% | 2.1M | $546M | — |
|
GOOGL|ALPHABET INC
|
BUY | +1.44% | 404.1K | $541M | — |
|
CRM|SALESFORCE COM INC
|
BUY | NEW | 3.1M | $501M | — |
|
BABA|ALIBABA GROUP HLDG LTD
|
BUY | +35.90% | 396.5K | $84M | — |
|
ICLR|ICON PLC
|
BUY | +16.25% | 260.1K | $45M | — |
|
SAP|SAP SE
|
BUY | +20.22% | 277.3K | $37M | — |
|
MDT|MEDTRONIC PLC
|
BUY | +38.45% | 301.8K | $34M | — |
|
UL|UNILEVER PLC
|
BUY | +18.20% | 376.9K | $22M | — |
|
RELX|RELX PLC
|
BUY | +18.18% | 732.8K | $19M | — |
|
CHKP|CHECK POINT SOFTWARE TECH LT
|
BUY | +16.10% | 141.9K | $16M | — |
|
IWF|ISHARES TR
|
SELL | -16.94% | 37.8K | $7M | — |
|
NVO|NOVO-NORDISK A S
|
BUY | +71.82% | 118.8K | $7M | — |
|
GLOB|GLOBANT S A
|
BUY | +15.18% | 25.6K | $3M | — |
|
POOL|POOL CORPORATION
|
BUY | +15.68% | 11.7K | $2M | — |
|
ACWX|ISHARES TR
|
BUY | NEW | 46.1K | $2M | — |
|
FOXF|FOX FACTORY HLDG CORP
|
BUY | +15.68% | 31.9K | $2M | — |
|
TREX|TREX CO INC
|
BUY | +15.63% | 18.9K | $2M | — |
|
APPF|APPFOLIO INC
|
BUY | +69.16% | 13.9K | $2M | — |
|
BLKB|BLACKBAUD INC
|
BUY | +15.70% | 18.9K | $2M | — |
|
LMAT|LEMAITRE VASCULAR INC
|
BUY | +35.97% | 39.9K | $1M | — |
|
FND|FLOOR & DECOR HLDGS INC
|
BUY | +15.71% | 26.6K | $1M | — |
|
EXPO|EXPONENT INC
|
BUY | NEW | 19.5K | $1M | — |
|
PAYC|PAYCOM SOFTWARE INC
|
SELL | -72.53% | 1.7K | $453000 | — |
|
MDSOEUR|MEDIDATA SOLUTIONS INC
|
SELL | EXIT | — | — | — |
|
MASI|MASIMO CORP
|
BUY | +15.66% | 7.6K | $1M | — |
|
EEFT|EURONET WORLDWIDE INC
|
BUY | +15.64% | 7.6K | $1M | — |
|
USPH|U S PHYSICAL THERAPY INC
|
BUY | +46.82% | 10.4K | $1M | — |
|
EPAM|EPAM SYS INC
|
BUY | +15.70% | 5.4K | $1M | — |
|
LFUS|LITTELFUSE INC
|
BUY | +15.57% | 5.4K | $1M | — |
|
GKD|GRAND CANYON ED INC
|
BUY | +15.68% | 10.6K | $1M | — |
|
AMN|AMN HEALTHCARE SERVICES INC
|
BUY | +15.64% | 15.7K | $976000 | — |
|
WING|WINGSTOP INC
|
BUY | NEW | 11.0K | $946000 | — |
|
TREE|LENDINGTREE INC NEW
|
BUY | +15.88% | 3.1K | $930000 | — |
|
NEOG|NEOGEN CORP
|
BUY | +15.61% | 14.0K | $912000 | — |
|
CMD|CANTEL MEDICAL CORP
|
SELL | EXIT | — | — | — |
|
OLLI|OLLIES BARGAIN OUTLT HLDGS I
|
BUY | +15.69% | 13.6K | $888000 | — |
|
ALRM|ALARM COM HLDGS INC
|
BUY | +15.76% | 20.6K | $884000 | — |
|
EXLS|EXLSERVICE HOLDINGS INC
|
BUY | +15.61% | 12.6K | $877000 | — |
|
ENVUSD|ENVESTNET INC
|
BUY | NEW | 12.1K | $841000 | — |
|
ALTREUR|ALTAIR ENGR INC
|
BUY | +15.92% | 22.8K | $820000 | — |
|
TXRH|TEXAS ROADHOUSE INC
|
BUY | +15.65% | 14.3K | $807000 | — |
|
FIVE|FIVE BELOW INC
|
BUY | +15.71% | 5.8K | $744000 | — |
|
MED|MEDIFAST INC
|
BUY | +15.90% | 5.6K | $618000 | — |
| 2019-Q3 | |||||
|
MSFT|MICROSOFT CORP
|
BUY | +3.73% | 16.2M | $2.2B | — |
|
META|FACEBOOK INC
|
BUY | +4.71% | 9.8M | $1.7B | — |
|
V|VISA INC
|
BUY | +3.61% | 9.9M | $1.7B | — |
|
GOOG|ALPHABET INC
|
BUY | +3.34% | 1.4M | $1.7B | — |
|
ADBE|ADOBE INC
|
BUY | +4.34% | 4.8M | $1.3B | — |
|
ZTS|ZOETIS INC
|
BUY | +3.38% | 10.5M | $1.3B | — |
|
MA|MASTERCARD INC
|
BUY | +3.94% | 4.6M | $1.2B | — |
|
ACCENTURE PLC IRELAND
|
BUY | +4.41% | 6.1M | $1.2B | — |
|
DG|DOLLAR GEN CORP NEW
|
BUY | +3.15% | 6.3M | $994M | — |
|
NKE|NIKE INC
|
BUY | +3.54% | 10.6M | $991M | — |
|
SBUX|STARBUCKS CORP
|
SELL | -35.35% | 7.3M | $646M | — |
|
ORLY|O REILLY AUTOMOTIVE INC NEW
|
BUY | +4.32% | 2.3M | $900M | — |
|
ORCL|ORACLE CORP
|
BUY | +4.25% | 15.1M | $829M | — |
|
PYPL|PAYPAL HLDGS INC
|
BUY | +4.45% | 7.5M | $776M | — |
|
IT|GARTNER INC
|
BUY | +4.44% | 5.2M | $740M | — |
|
ADP|AUTOMATIC DATA PROCESSING IN
|
BUY | +4.32% | 4.9M | $787M | — |
|
AFW|ALIGN TECHNOLOGY INC
|
BUY | +6.81% | 2.8M | $503M | — |
|
BKNG|BOOKING HLDGS INC
|
BUY | +4.94% | 261.0K | $512M | — |
|
REGN|REGENERON PHARMACEUTICALS
|
BUY | +3.60% | 1.6M | $456M | — |
|
GOOGL|ALPHABET INC
|
BUY | +3.23% | 398.4K | $486M | — |
|
MSCI|MSCI INC
|
BUY | NEW | 2.1M | $451M | — |
|
BABA|ALIBABA GROUP HLDG LTD
|
BUY | +36.51% | 291.7K | $49M | — |
|
ICLR|ICON PLC
|
BUY | +50.12% | 223.8K | $33M | — |
|
SAP|SAP SE
|
BUY | +52.77% | 230.7K | $27M | — |
|
MDT|MEDTRONIC PLC
|
BUY | +49.77% | 218.0K | $24M | — |
|
UL|UNILEVER PLC
|
BUY | +57.97% | 318.9K | $19M | — |
|
RELX|RELX PLC
|
BUY | +57.86% | 620.1K | $15M | — |
|
CHKP|CHECK POINT SOFTWARE TECH LT
|
BUY | +50.23% | 122.2K | $13M | — |
|
ABT|ABBOTT LABS
|
BUY | NEW | 121.6K | $10M | — |
|
IWF|ISHARES TR
|
SELL | -11.44% | 45.5K | $7M | — |
|
NVO|NOVO-NORDISK A S
|
BUY | +16.52% | 69.1K | $4M | — |
|
FOXF|FOX FACTORY HLDG CORP
|
BUY | +0.81% | 27.6K | $2M | — |
|
GLOB|GLOBANT S A
|
BUY | +4.94% | 22.2K | $2M | — |
|
POOL|POOL CORPORATION
|
BUY | +1.15% | 10.1K | $2M | — |
|
TREX|TREX CO INC
|
BUY | +0.89% | 16.3K | $1M | — |
|
BLKB|BLACKBAUD INC
|
BUY | +1.10% | 16.3K | $1M | — |
|
PAYC|PAYCOM SOFTWARE INC
|
BUY | +1.14% | 6.2K | $1M | — |
|
MDSOEUR|MEDIDATA SOLUTIONS INC
|
BUY | +1.01% | 13.9K | $1M | — |
|
FND|FLOOR & DECOR HLDGS INC
|
BUY | +1.23% | 22.9K | $1M | — |
|
TREE|LENDINGTREE INC NEW
|
BUY | +1.46% | 2.6K | $821000 | — |
|
EEFT|EURONET WORLDWIDE INC
|
BUY | +1.23% | 6.6K | $963000 | — |
|
GKD|GRAND CANYON ED INC
|
BUY | +1.26% | 9.1K | $898000 | — |
|
OLLI|OLLIES BARGAIN OUTLT HLDGS I
|
BUY | +1.06% | 11.8K | $689000 | — |
|
LMAT|LEMAITRE VASCULAR INC
|
BUY | +1.58% | 29.3K | $1M | — |
|
MASI|MASIMO CORP
|
BUY | +1.57% | 6.6K | $983000 | — |
|
CMD|CANTEL MEDICAL CORP
|
BUY | +1.36% | 12.1K | $906000 | — |
|
ALRM|ALARM COM HLDGS INC
|
BUY | +0.79% | 17.8K | $829000 | — |
|
USPH|U S PHYSICAL THERAPY INC
|
BUY | +1.19% | 7.1K | $921000 | — |
|
EPAM|EPAM SYS INC
|
BUY | +1.20% | 4.6K | $843000 | — |
|
LFUS|LITTELFUSE INC
|
BUY | +1.52% | 4.7K | $829000 | — |
|
NEOG|NEOGEN CORP
|
BUY | +1.38% | 12.1K | $823000 | — |
|
APPF|APPFOLIO INC
|
BUY | NEW | 8.2K | $781000 | — |
|
AMN|AMN HEALTHCARE SERVICES INC
|
BUY | +1.12% | 13.5K | $779000 | — |
|
EXLS|EXLSERVICE HOLDINGS INC
|
BUY | +2.24% | 10.9K | $732000 | — |
|
ALTREUR|ALTAIR ENGR INC
|
BUY | +60.99% | 19.7K | $682000 | — |
|
TXRH|TEXAS ROADHOUSE INC
|
BUY | +0.83% | 12.4K | $651000 | — |
|
FIVE|FIVE BELOW INC
|
BUY | +1.05% | 5.0K | $634000 | — |
|
MED|MEDIFAST INC
|
BUY | +0.37% | 4.9K | $504000 | — |
|
INGN|INOGEN INC
|
SELL | EXIT | — | — | -64.3% |
| 2019-Q2 | |||||
|
MSFT|MICROSOFT CORP
|
BUY | +2.73% | 15.6M | $2.1B | — |
|
META|FACEBOOK INC
|
BUY | +17.39% | 9.4M | $1.8B | — |
|
V|VISA INC
|
BUY | +4.62% | 9.5M | $1.7B | — |
|
GOOG|ALPHABET INC
|
BUY | +19.33% | 1.3M | $1.4B | — |
|
ADBE|ADOBE INC
|
BUY | +3.03% | 4.6M | $1.4B | — |
|
MA|MASTERCARD INC
|
BUY | +65.88% | 4.4M | $1.2B | — |
|
ZTS|ZOETIS INC
|
BUY | +0.85% | 10.2M | $1.2B | — |
|
ACCENTURE PLC IRELAND
|
BUY | +3.35% | 5.8M | $1.1B | — |
|
NKE|NIKE INC
|
SELL | -15.96% | 10.2M | $855M | — |
|
SBUX|STARBUCKS CORP
|
SELL | -16.77% | 11.3M | $948M | — |
|
ORLY|O REILLY AUTOMOTIVE INC NEW
|
SELL | -15.59% | 2.2M | $799M | — |
|
ADP|AUTOMATIC DATA PROCESSING IN
|
SELL | -23.29% | 4.7M | $773M | — |
|
DG|DOLLAR GEN CORP NEW
|
SELL | -19.87% | 6.1M | $819M | — |
|
ORCL|ORACLE CORP
|
BUY | +3.07% | 14.4M | $823M | — |
|
PYPL|PAYPAL HLDGS INC
|
BUY | +3.20% | 7.2M | $821M | — |
|
IT|GARTNER INC
|
BUY | +3.22% | 5.0M | $797M | — |
|
AFW|ALIGN TECHNOLOGY INC
|
BUY | +4.47% | 2.6M | $713M | — |
|
REGN|REGENERON PHARMACEUTICALS
|
SELL | -1.09% | 1.6M | $496M | — |
|
BKNG|BOOKING HLDGS INC
|
BUY | +3.37% | 248.7K | $466M | — |
|
GOOGL|ALPHABET INC
|
BUY | +1.71% | 385.9K | $418M | — |
|
BABA|ALIBABA GROUP HLDG LTD
|
BUY | +55.67% | 213.7K | $36M | — |
|
ICLR|ICON PLC
|
BUY | +29.59% | 149.1K | $23M | — |
|
SAP|SAP SE
|
BUY | +36.76% | 151.0K | $21M | — |
|
MDT|MEDTRONIC PLC
|
BUY | +29.50% | 145.6K | $14M | — |
|
UL|UNILEVER PLC
|
BUY | +27.57% | 201.8K | $13M | — |
|
RELX|RELX PLC
|
BUY | +27.71% | 392.8K | $10M | — |
|
CHKP|CHECK POINT SOFTWARE TECH LT
|
BUY | +29.56% | 81.3K | $9M | — |
|
IWF|ISHARES TR
|
BUY | +76.92% | 51.4K | $8M | — |
|
BIDUN|BAIDU INC
|
SELL | EXIT | — | — | — |
|
NVO|NOVO-NORDISK A S
|
BUY | +29.13% | 59.3K | $3M | — |
|
FOXF|FOX FACTORY HLDG CORP
|
BUY | +8.30% | 27.3K | $2M | — |
|
GLOB|GLOBANT S A
|
BUY | +8.61% | 21.2K | $2M | — |
|
POOL|POOL CORPORATION
|
BUY | +7.74% | 10.0K | $2M | — |
|
PAYC|PAYCOM SOFTWARE INC
|
BUY | +7.97% | 6.2K | $1M | — |
|
BLKB|BLACKBAUD INC
|
BUY | +8.02% | 16.1K | $1M | — |
|
MDSOEUR|MEDIDATA SOLUTIONS INC
|
BUY | +8.12% | 13.7K | $1M | — |
|
TREX|TREX CO INC
|
BUY | +8.21% | 16.2K | $1M | — |
|
TREE|LENDINGTREE INC NEW
|
BUY | +7.51% | 2.6K | $1M | — |
|
EEFT|EURONET WORLDWIDE INC
|
BUY | +7.81% | 6.5K | $1M | — |
|
ALRM|ALARM COM HLDGS INC
|
BUY | +7.95% | 17.6K | $943000 | — |
|
GKD|GRAND CANYON ED INC
|
BUY | +7.85% | 9.0K | $1M | — |
|
OLLI|OLLIES BARGAIN OUTLT HLDGS I
|
BUY | +8.07% | 11.6K | $1M | — |
|
MASI|MASIMO CORP
|
BUY | +7.11% | 6.5K | $968000 | — |
|
CMD|CANTEL MEDICAL CORP
|
BUY | +7.67% | 12.0K | $964000 | — |
|
FND|FLOOR & DECOR HLDGS INC
|
BUY | +7.92% | 22.7K | $950000 | — |
|
ELLIE|ELLIE MAE INC
|
SELL | EXIT | — | — | — |
|
STMP|STAMPS COM INC
|
SELL | EXIT | — | — | — |
|
USPH|U S PHYSICAL THERAPY INC
|
BUY | NEW | 7.0K | $855000 | — |
|
LMAT|LEMAITRE VASCULAR INC
|
BUY | +7.50% | 28.9K | $808000 | — |
|
LFUS|LITTELFUSE INC
|
BUY | +7.59% | 4.6K | $815000 | — |
|
EPAM|EPAM SYS INC
|
BUY | +7.88% | 4.6K | $791000 | — |
|
NEOG|NEOGEN CORP
|
BUY | +7.70% | 11.9K | $740000 | — |
|
AMN|AMN HEALTHCARE SERVICES INC
|
BUY | +7.99% | 13.4K | $726000 | — |
|
EXLS|EXLSERVICE HOLDINGS INC
|
BUY | +6.82% | 10.7K | $707000 | — |
|
TXRH|TEXAS ROADHOUSE INC
|
BUY | +8.28% | 12.3K | $660000 | — |
|
MED|MEDIFAST INC
|
BUY | +8.66% | 4.8K | $622000 | — |
|
FIVE|FIVE BELOW INC
|
BUY | +8.10% | 5.0K | $597000 | — |
|
HCSG|HEALTHCARE SVCS GRP INC
|
SELL | EXIT | — | — | — |
|
ALTREUR|ALTAIR ENGR INC
|
BUY | +7.73% | 12.2K | $494000 | — |
|
INGN|INOGEN INC
|
BUY | +8.63% | 5.1K | $339000 | — |
| 2019-Q1 | |||||
|
MSFT|MICROSOFT CORP
|
BUY | +6.87% | 15.2M | $1.8B | — |
|
V|VISA INC
|
BUY | +5.43% | 9.1M | $1.4B | — |
|
META|FACEBOOK INC
|
BUY | +8.40% | 8.0M | $1.3B | — |
|
GOOG|ALPHABET INC
|
BUY | +6.42% | 1.1M | $1.3B | — |
|
ADBE|ADOBE INC
|
BUY | +6.33% | 4.5M | $1.2B | — |
|
NKE|NIKE INC
|
BUY | +5.68% | 12.1M | $1.0B | — |
|
ZTS|ZOETIS INC
|
BUY | +5.74% | 10.1M | $1.0B | — |
|
SBUX|STARBUCKS CORP
|
BUY | +5.37% | 13.6M | $1.0B | — |
|
ORLY|O REILLY AUTOMOTIVE INC NEW
|
SELL | -11.03% | 2.6M | $996M | — |
|
ACCENTURE PLC IRELAND
|
BUY | +6.29% | 5.7M | $995M | — |
|
ADP|AUTOMATIC DATA PROCESSING IN
|
SELL | -17.36% | 6.1M | $974M | — |
|
DG|DOLLAR GEN CORP NEW
|
BUY | +5.72% | 7.6M | $902M | — |
|
ORCL|ORACLE CORP
|
BUY | +8.05% | 14.0M | $753M | — |
|
IT|GARTNER INC
|
BUY | +6.69% | 4.8M | $728M | — |
|
PYPL|PAYPAL HLDGS INC
|
BUY | NEW | 7.0M | $722M | — |
|
AFW|ALIGN TECHNOLOGY INC
|
BUY | +45.45% | 2.5M | $709M | — |
|
REGN|REGENERON PHARMACEUTICALS
|
BUY | +7.90% | 1.6M | $658M | — |
|
MA|MASTERCARD INC
|
BUY | +5.36% | 2.6M | $623M | — |
|
GOOGL|ALPHABET INC
|
BUY | +5.53% | 379.5K | $447M | — |
|
BKNG|BOOKING HLDGS INC
|
BUY | +2.50% | 240.6K | $420M | — |
|
NVDA|NVIDIA CORP
|
SELL | EXIT | — | — | -40.0% |
|
IWF|ISHARES TR
|
SELL | -86.38% | 29.1K | $4M | — |
|
BABA|ALIBABA GROUP HLDG LTD
|
BUY | +26.78% | 137.3K | $25M | — |
|
ICLR|ICON PLC
|
BUY | +16.63% | 115.0K | $16M | — |
|
SAP|SAP SE
|
BUY | +12.46% | 110.4K | $13M | — |
|
MDT|MEDTRONIC PLC
|
BUY | +34.23% | 112.4K | $10M | — |
|
UL|UNILEVER PLC
|
BUY | +12.77% | 158.2K | $9M | — |
|
CHKP|CHECK POINT SOFTWARE TECH LT
|
BUY | +16.68% | 62.8K | $8M | — |
|
BIDUN|BAIDU INC
|
BUY | +16.97% | 45.2K | $7M | — |
|
RELX|RELX PLC
|
BUY | +12.61% | 307.6K | $7M | — |
|
NVO|NOVO-NORDISK A S
|
BUY | +44.88% | 46.0K | $2M | — |
|
FOXF|FOX FACTORY HLDG CORP
|
BUY | +6.98% | 25.2K | $2M | — |
|
POOL|POOL CORPORATION
|
BUY | +7.04% | 9.3K | $2M | — |
|
GLOB|GLOBANT S A
|
BUY | +11.38% | 19.5K | $1M | — |
|
BLKB|BLACKBAUD INC
|
BUY | +52.05% | 14.9K | $1M | — |
|
PAYC|PAYCOM SOFTWARE INC
|
SELL | -35.39% | 5.7K | $1M | — |
|
ALRM|ALARM COM HLDGS INC
|
BUY | +6.22% | 16.3K | $1M | — |
|
STMP|STAMPS COM INC
|
BUY | +55.50% | 10.6K | $861000 | — |
|
GKD|GRAND CANYON ED INC
|
BUY | +8.36% | 8.4K | $959000 | — |
|
MDSOEUR|MEDIDATA SOLUTIONS INC
|
BUY | +8.42% | 12.7K | $930000 | — |
|
TREX|TREX CO INC
|
BUY | +6.77% | 14.9K | $919000 | — |
|
OLLI|OLLIES BARGAIN OUTLT HLDGS I
|
BUY | +7.26% | 10.8K | $919000 | — |
|
ELLIE|ELLIE MAE INC
|
BUY | +8.23% | 8.9K | $876000 | — |
|
FND|FLOOR & DECOR HLDGS INC
|
BUY | +6.91% | 21.0K | $866000 | — |
|
EEFT|EURONET WORLDWIDE INC
|
BUY | +6.99% | 6.0K | $860000 | — |
|
TREE|LENDINGTREE INC NEW
|
BUY | +7.21% | 2.4K | $853000 | — |
|
MASI|MASIMO CORP
|
BUY | +6.13% | 6.1K | $840000 | — |
|
LMAT|LEMAITRE VASCULAR INC
|
BUY | +8.62% | 26.9K | $833000 | — |
|
LFUS|LITTELFUSE INC
|
BUY | +8.33% | 4.3K | $781000 | — |
|
CMD|CANTEL MEDICAL CORP
|
BUY | +8.34% | 11.1K | $743000 | — |
|
EPAM|EPAM SYS INC
|
BUY | +6.94% | 4.2K | $716000 | — |
|
TXRH|TEXAS ROADHOUSE INC
|
BUY | +7.12% | 11.3K | $706000 | — |
|
HCSG|HEALTHCARE SVCS GRP INC
|
BUY | +6.87% | 17.8K | $588000 | — |
|
AMN|AMN HEALTHCARE SERVICES INC
|
BUY | +6.81% | 12.4K | $584000 | — |
|
NEOG|NEOGEN CORP
|
BUY | +8.63% | 11.1K | $635000 | — |
|
EXLS|EXLSERVICE HOLDINGS INC
|
BUY | +7.02% | 10.0K | $601000 | — |
|
FIVE|FIVE BELOW INC
|
BUY | +7.02% | 4.6K | $572000 | — |
|
MED|MEDIFAST INC
|
BUY | NEW | 4.5K | $569000 | — |
|
INGN|INOGEN INC
|
BUY | +160.81% | 4.7K | $446000 | — |
|
ALTREUR|ALTAIR ENGR INC
|
BUY | NEW | 11.4K | $418000 | — |
|
PBH|PRESTIGE CONSMR HEALTHCARE I
|
SELL | EXIT | — | — | -19.4% |
| 2018-Q4 | |||||
|
MSFT|MICROSOFT CORP
|
BUY | +2.80% | 14.2M | $1.4B | — |
|
V|VISA INC
|
BUY | +3.04% | 8.6M | $1.1B | — |
|
GOOG|ALPHABET INC
|
BUY | +2.47% | 1.0M | $1.1B | — |
|
NKE|NIKE INC
|
SELL | -12.98% | 11.5M | $851M | — |
|
ADBE|ADOBE INC
|
BUY | +4.14% | 4.2M | $952M | — |
|
ADP|AUTOMATIC DATA PROCESSING IN
|
BUY | +3.17% | 7.4M | $967M | — |
|
SBUX|STARBUCKS CORP
|
SELL | -28.51% | 12.9M | $830M | — |
|
ORLY|O REILLY AUTOMOTIVE INC NEW
|
BUY | +2.04% | 2.9M | $992M | — |
|
META|FACEBOOK INC
|
BUY | +88.17% | 7.4M | $964M | — |
|
ACCENTURE PLC IRELAND
|
BUY | +3.05% | 5.3M | $750M | — |
|
IT|GARTNER INC
|
SELL | -18.09% | 4.5M | $575M | — |
|
ZTS|ZOETIS INC
|
BUY | +1.91% | 9.6M | $817M | — |
|
AFW|ALIGN TECHNOLOGY INC
|
SELL | -18.84% | 1.7M | $359M | — |
|
DG|DOLLAR GEN CORP NEW
|
BUY | +1.50% | 7.2M | $773M | — |
|
NVDA|NVIDIA CORP
|
SELL | -0.50% | 2.5M | $332M | -23.0% |
|
ORCL|ORACLE CORP
|
BUY | +2.39% | 13.0M | $586M | — |
|
REGN|REGENERON PHARMACEUTICALS
|
SELL | -0.22% | 1.5M | $555M | — |
|
MA|MASTERCARD INCORPORATED
|
BUY | +38.92% | 2.5M | $474M | — |
|
BKNG|BOOKING HLDGS INC
|
SELL | -0.88% | 234.7K | $404M | -4.7% |
|
GOOGL|ALPHABET INC
|
BUY | +4.02% | 359.6K | $376M | — |
|
MDSOEUR|MEDIDATA SOLUTIONS INC
|
SELL | -98.10% | 11.7K | $789000 | — |
|
IWF|ISHARES TR
|
BUY | +644.91% | 213.5K | $28M | — |
|
BABA|ALIBABA GROUP HLDG LTD
|
BUY | +39.25% | 108.3K | $15M | — |
|
ICLR|ICON PLC
|
BUY | +19.53% | 98.6K | $13M | — |
|
SAP|SAP SE
|
BUY | +37.70% | 98.2K | $10M | — |
|
MDT|MEDTRONIC PLC
|
BUY | +19.61% | 83.7K | $8M | — |
|
BIDUN|BAIDU INC
|
BUY | +19.34% | 38.7K | $6M | — |
|
UL|UNILEVER PLC
|
BUY | +14.58% | 140.3K | $7M | — |
|
RELX|RELX PLC
|
BUY | +14.79% | 273.1K | $6M | — |
|
CHKP|CHECK POINT SOFTWARE TECH LT
|
BUY | +19.54% | 53.8K | $6M | — |
|
NVO|NOVO-NORDISK A S
|
BUY | +23.18% | 31.7K | $1M | — |
|
FOXF|FOX FACTORY HLDG CORP
|
BUY | +46.86% | 23.6K | $1M | — |
|
POOL|POOL CORPORATION
|
BUY | +46.67% | 8.7K | $1M | — |
|
PAYC|PAYCOM SOFTWARE INC
|
BUY | +47.68% | 8.8K | $1M | — |
|
STMP|STAMPS COM INC
|
BUY | +147.51% | 6.8K | $1M | — |
|
GLOB|GLOBANT S A
|
BUY | +103.70% | 17.5K | $986000 | — |
|
OLLI|OLLIES BARGAIN OUTLT HLDGS I
|
BUY | +12.74% | 10.0K | $668000 | — |
|
TREX|TREX CO INC
|
BUY | +47.05% | 14.0K | $830000 | — |
|
ALRM|ALARM COM HLDGS INC
|
BUY | +47.67% | 15.4K | $798000 | — |
|
CMD|CANTEL MEDICAL CORP
|
BUY | +44.92% | 10.2K | $763000 | — |
|
GKD|GRAND CANYON ED INC
|
BUY | +44.94% | 7.7K | $743000 | — |
|
BLKB|BLACKBAUD INC
|
BUY | +44.94% | 9.8K | $617000 | — |
|
LFUS|LITTELFUSE INC
|
BUY | +45.04% | 4.0K | $678000 | — |
|
HCSG|HEALTHCARE SVCS GRP INC
|
BUY | +47.05% | 16.7K | $670000 | — |
|
AMN|AMN HEALTHCARE SERVICES INC
|
BUY | +46.91% | 11.6K | $658000 | — |
|
NUTRI SYS INC NEW
|
SELL | EXIT | — | — | — |
|
TXRH|TEXAS ROADHOUSE INC
|
BUY | +46.45% | 10.6K | $633000 | — |
|
FIVE|FIVE BELOW INC
|
SELL | -9.55% | 4.3K | $440000 | +64.9% |
|
MASI|MASIMO CORP
|
BUY | +47.73% | 5.7K | $614000 | — |
|
LMAT|LEMAITRE VASCULAR INC
|
BUY | +87.62% | 24.7K | $585000 | — |
|
NEOG|NEOGEN CORP
|
BUY | +44.48% | 10.2K | $581000 | — |
|
EEFT|EURONET WORLDWIDE INC
|
BUY | +46.67% | 5.6K | $577000 | — |
|
ELLIE|ELLIE MAE INC
|
BUY | +126.23% | 8.2K | $515000 | — |
|
FND|FLOOR & DECOR HLDGS INC
|
BUY | NEW | 19.6K | $509000 | — |
|
TREE|LENDINGTREE INC NEW
|
BUY | +46.31% | 2.3K | $497000 | — |
|
EXLS|EXLSERVICE HOLDINGS INC
|
BUY | +46.67% | 9.3K | $492000 | — |
|
MPWR|MONOLITHIC PWR SYS INC
|
SELL | EXIT | — | — | — |
|
EPAM|EPAM SYS INC
|
BUY | +47.09% | 4.0K | $460000 | — |
|
PBH|PRESTIGE CONSMR HEALTHCARE I
|
BUY | +47.05% | 10.6K | $326000 | — |
|
INGN|INOGEN INC
|
BUY | NEW | 1.8K | $223000 | — |
| 2018-Q3 | |||||
|
MSFT|MICROSOFT CORP
|
BUY | +0.83% | 13.8M | $1.6B | — |
|
ADBE|ADOBE SYS INC
|
SELL | -27.42% | 4.0M | $1.1B | — |
|
V|VISA INC
|
BUY | +0.07% | 8.4M | $1.3B | — |
|
GOOG|ALPHABET INC
|
BUY | +0.64% | 1.0M | $1.2B | — |
|
NKE|NIKE INC
|
BUY | +0.08% | 13.2M | $1.1B | — |
|
ADP|AUTOMATIC DATA PROCESSING IN
|
BUY | +0.04% | 7.1M | $1.1B | — |
|
SBUX|STARBUCKS CORP
|
BUY | +46.79% | 18.0M | $1.0B | — |
|
ORLY|O REILLY AUTOMOTIVE INC NEW
|
SELL | -0.38% | 2.8M | $981M | — |
|
ACCENTURE PLC IRELAND
|
BUY | +0.71% | 5.2M | $878M | — |
|
IT|GARTNER INC
|
BUY | +0.09% | 5.5M | $871M | — |
|
ZTS|ZOETIS INC
|
BUY | +0.86% | 9.4M | $858M | — |
|
AFW|ALIGN TECHNOLOGY INC
|
SELL | -10.80% | 2.1M | $826M | — |
|
DG|DOLLAR GEN CORP NEW
|
BUY | +0.54% | 7.0M | $771M | — |
|
META|FACEBOOK INC
|
BUY | +1.02% | 3.9M | $643M | — |
|
ORCL|ORACLE CORP
|
SELL | -21.88% | 12.7M | $653M | — |
|
NVDA|NVIDIA CORP
|
BUY | NEW | 2.5M | $703M | — |
|
REGN|REGENERON PHARMACEUTICALS
|
BUY | +0.33% | 1.5M | $601M | — |
|
MA|MASTERCARD INCORPORATED
|
SELL | -25.18% | 1.8M | $403M | — |
|
BKNG|BOOKING HLDGS INC
|
BUY | +1.97% | 236.8K | $470M | — |
|
GOOGL|ALPHABET INC
|
BUY | +0.00% | 345.7K | $417M | — |
|
MDSOEUR|MEDIDATA SOLUTIONS INC
|
BUY | NEW | 616.7K | $45M | — |
|
BABA|ALIBABA GROUP HLDG LTD
|
BUY | +45.10% | 77.8K | $13M | — |
|
ICLR|ICON PLC
|
BUY | +26.50% | 82.5K | $13M | — |
|
SAP|SAP SE
|
BUY | +14.39% | 71.3K | $9M | — |
|
BIDUN|BAIDU INC
|
BUY | +42.58% | 32.4K | $7M | — |
|
MDT|MEDTRONIC PLC
|
BUY | +26.64% | 70.0K | $7M | — |
|
UL|UNILEVER PLC
|
BUY | +20.47% | 122.5K | $7M | — |
|
CHKP|CHECK POINT SOFTWARE TECH LT
|
BUY | +26.61% | 45.0K | $5M | — |
|
RELX|RELX PLC
|
BUY | NEW | 237.9K | $5M | — |
|
IWF|ISHARES TR
|
BUY | +17.26% | 28.7K | $4M | — |
|
RELX|RELX NV
|
SELL | EXIT | — | — | — |
|
NVO|NOVO-NORDISK A S
|
BUY | +5.02% | 25.8K | $1M | — |
|
FOXF|FOX FACTORY HLDG CORP
|
BUY | +9.15% | 16.1K | $1M | — |
|
POOL|POOL CORPORATION
|
BUY | +9.03% | 5.9K | $987000 | — |
|
PAYC|PAYCOM SOFTWARE INC
|
BUY | +9.08% | 6.0K | $930000 | — |
|
OLLI|OLLIES BARGAIN OUTLT HLDGS I
|
BUY | +9.16% | 8.9K | $856000 | — |
|
TREX|TREX CO INC
|
BUY | +9.09% | 9.5K | $732000 | — |
|
BLKB|BLACKBAUD INC
|
BUY | +9.07% | 6.8K | $687000 | — |
|
CMD|CANTEL MEDICAL CORP
|
BUY | +9.19% | 7.1K | $650000 | — |
|
NUTRI SYS INC NEW
|
BUY | +9.14% | 17.3K | $642000 | — |
|
STMP|STAMPS COM INC
|
BUY | +9.30% | 2.7K | $622000 | — |
|
FIVE|FIVE BELOW INC
|
SELL | -6.51% | 4.8K | $618000 | +55.5% |
|
GKD|GRAND CANYON ED INC
|
BUY | +9.20% | 5.3K | $601000 | — |
|
ALRM|ALARM COM HLDGS INC
|
BUY | +9.07% | 10.4K | $598000 | — |
|
LFUS|LITTELFUSE INC
|
BUY | +9.27% | 2.7K | $539000 | — |
|
NEOG|NEOGEN CORP
|
BUY | +9.15% | 7.1K | $504000 | — |
|
LMAT|LEMAITRE VASCULAR INC
|
BUY | +33.85% | 13.2K | $511000 | — |
|
GLOB|GLOBANT S A
|
BUY | +9.20% | 8.6K | $507000 | — |
|
TXRH|TEXAS ROADHOUSE INC
|
BUY | +9.04% | 7.2K | $501000 | — |
|
MPWR|MONOLITHIC PWR SYS INC
|
BUY | +9.08% | 3.9K | $490000 | — |
|
MASI|MASIMO CORP
|
BUY | +9.07% | 3.9K | $482000 | — |
|
HCSG|HEALTHCARE SVCS GRP INC
|
BUY | +9.16% | 11.3K | $461000 | — |
|
AMN|AMN HEALTHCARE SERVICES INC
|
BUY | +9.13% | 7.9K | $432000 | — |
|
EXLS|EXLSERVICE HOLDINGS INC
|
BUY | +9.07% | 6.4K | $422000 | — |
|
EEFT|EURONET WORLDWIDE INC
|
BUY | +9.05% | 3.8K | $385000 | — |
|
EPAM|EPAM SYS INC
|
BUY | +9.25% | 2.7K | $371000 | — |
|
TREE|LENDINGTREE INC NEW
|
BUY | +44.89% | 1.5K | $356000 | — |
|
ELLIE|ELLIE MAE INC
|
BUY | NEW | 3.6K | $344000 | — |
|
CELG|CELGENE CORP
|
SELL | EXIT | — | — | — |
|
PBH|PRESTIGE CONSMR HEALTHCARE I
|
BUY | +9.06% | 7.2K | $272000 | — |
|
MKTX|MARKETAXESS HLDGS INC
|
SELL | EXIT | — | — | — |
|
WAGE|WAGEWORKS INC
|
SELL | EXIT | — | — | — |
| 2018-Q2 | |||||
|
ADBE|ADOBE SYS INC
|
SELL | -13.81% | 5.6M | $1.4B | — |
|
MSFT|MICROSOFT CORP
|
BUY | +24.45% | 13.7M | $1.4B | — |
|
GOOG|ALPHABET INC
|
BUY | +1.71% | 1.0M | $1.1B | — |
|
V|VISA INC
|
BUY | +1.30% | 8.4M | $1.1B | — |
|
NKE|NIKE INC
|
BUY | +1.15% | 13.2M | $1.0B | — |
|
ADP|AUTOMATIC DATA PROCESSING IN
|
BUY | +1.20% | 7.1M | $959M | — |
|
ACCENTURE PLC IRELAND
|
BUY | +1.50% | 5.1M | $838M | — |
|
AFW|ALIGN TECHNOLOGY INC
|
SELL | -11.30% | 2.4M | $810M | — |
|
ZTS|ZOETIS INC
|
BUY | +3.93% | 9.3M | $792M | — |
|
ORLY|O REILLY AUTOMOTIVE INC NEW
|
BUY | +1.75% | 2.8M | $776M | — |
|
META|FACEBOOK INC
|
BUY | +1.38% | 3.9M | $752M | — |
|
ORCL|ORACLE CORP
|
SELL | -0.41% | 16.2M | $714M | — |
|
IT|GARTNER INC
|
BUY | +1.74% | 5.5M | $729M | — |
|
SBUX|STARBUCKS CORP
|
BUY | +0.46% | 12.3M | $600M | — |
|
DG|DOLLAR GEN CORP NEW
|
BUY | +3.78% | 7.0M | $691M | — |
|
REGN|REGENERON PHARMACEUTICALS
|
BUY | +4.54% | 1.5M | $512M | — |
|
MA|MASTERCARD INCORPORATED
|
BUY | +1.72% | 2.4M | $475M | — |
|
BKNG|BOOKING HLDGS INC
|
BUY | +1.84% | 232.2K | $471M | — |
|
GOOGL|ALPHABET INC
|
BUY | +0.91% | 345.7K | $390M | — |
|
BABA|ALIBABA GROUP HLDG LTD
|
BUY | +8.93% | 53.6K | $10M | — |
|
ICLR|ICON PLC
|
BUY | +8.83% | 65.2K | $9M | — |
|
SAP|SAP SE
|
BUY | +29.78% | 62.3K | $7M | — |
|
IWF|ISHARES TR
|
SELL | -42.86% | 24.4K | $4M | — |
|
UL|UNILEVER PLC
|
SELL | -0.16% | 101.7K | $6M | — |
|
BIDUN|BAIDU INC
|
BUY | +8.97% | 22.7K | $6M | — |
|
CHKP|CHECK POINT SOFTWARE TECH LT
|
SELL | -33.11% | 35.6K | $3M | — |
|
MDT|MEDTRONIC PLC
|
BUY | +8.76% | 55.3K | $5M | — |
|
RELX|RELX NV
|
SELL | -0.17% | 197.5K | $4M | — |
|
NVO|NOVO-NORDISK A S
|
BUY | +9.30% | 24.5K | $1M | — |
|
POOL|POOL CORPORATION
|
BUY | +12.22% | 5.4K | $822000 | — |
|
OLLI|OLLIES BARGAIN OUTLT HLDGS I
|
SELL | -30.89% | 8.2K | $591000 | — |
|
FOXF|FOX FACTORY HLDG CORP
|
BUY | +12.20% | 14.7K | $685000 | — |
|
CMD|CANTEL MEDICAL CORP
|
BUY | +12.14% | 6.5K | $637000 | — |
|
STMP|STAMPS COM INC
|
BUY | +12.03% | 2.5K | $636000 | — |
|
BLKB|BLACKBAUD INC
|
BUY | +12.26% | 6.2K | $636000 | — |
|
NUTRI SYS INC NEW
|
BUY | +64.32% | 15.9K | $611000 | — |
|
MDSOEUR|MEDIDATA SOLUTIONS INC
|
BUY | +12.20% | 7.4K | $597000 | — |
|
LFUS|LITTELFUSE INC
|
BUY | +12.04% | 2.5K | $569000 | — |
|
TREX|TREX CO INC
|
BUY | +124.31% | 8.7K | $546000 | — |
|
GKD|GRAND CANYON ED INC
|
BUY | +12.12% | 4.9K | $545000 | — |
|
PAYC|PAYCOM SOFTWARE INC
|
BUY | +12.15% | 5.5K | $542000 | — |
|
NEOG|NEOGEN CORP
|
BUY | +12.09% | 6.5K | $518000 | — |
|
FIVE|FIVE BELOW INC
|
BUY | +31.15% | 5.1K | $497000 | — |
|
MPWR|MONOLITHIC PWR SYS INC
|
BUY | +12.13% | 3.6K | $478000 | — |
|
HCSG|HEALTHCARE SVCS GRP INC
|
BUY | +12.14% | 10.4K | $449000 | — |
|
GLOB|GLOBANT S A
|
BUY | NEW | 7.9K | $447000 | — |
|
TXRH|TEXAS ROADHOUSE INC
|
BUY | +12.17% | 6.6K | $435000 | — |
|
AMN|AMN HEALTHCARE SERVICES INC
|
BUY | +12.11% | 7.2K | $424000 | — |
|
MKTX|MARKETAXESS HLDGS INC
|
SELL | -30.83% | 1.3K | $253000 | — |
|
ALRM|ALARM COM HLDGS INC
|
BUY | +12.11% | 9.5K | $385000 | — |
|
MASI|MASIMO CORP
|
BUY | +12.12% | 3.6K | $347000 | — |
|
CELG|CELGENE CORP
|
SELL | -2.86% | 3.6K | $289000 | — |
|
EXLS|EXLSERVICE HOLDINGS INC
|
BUY | +12.21% | 5.8K | $331000 | — |
|
LMAT|LEMAITRE VASCULAR INC
|
BUY | +24.54% | 9.8K | $330000 | — |
|
TREE|LENDINGTREE INC NEW
|
BUY | +12.43% | 1.1K | $228000 | — |
|
EPAM|EPAM SYS INC
|
BUY | +11.99% | 2.5K | $306000 | — |
|
EEFT|EURONET WORLDWIDE INC
|
BUY | +12.27% | 3.5K | $295000 | — |
|
PBH|PRESTIGE BRANDS HLDGS INC
|
BUY | NEW | 6.6K | $253000 | — |
|
WAGE|WAGEWORKS INC
|
BUY | NEW | 4.1K | $207000 | — |
| 2018-Q1 | |||||
|
ADBE|Adobe Sys Inc
|
BUY | +1.56% | 6.5M | $1.4B | — |
|
META|Facebook Inc
|
SELL | -36.77% | 3.8M | $610M | — |
|
GOOG|Alphabet Inc
|
BUY | +2.23% | 990.7K | $1.0B | — |
|
MSFT|Microsoft Corp
|
BUY | +52.31% | 11.0M | $1.0B | — |
|
V|Visa Inc
|
BUY | +1.73% | 8.3M | $991M | — |
|
NKE|Nike Inc
|
BUY | +2.22% | 13.0M | $865M | — |
|
ADP|Automatic Data Processing Inc
|
BUY | +2.12% | 7.1M | $801M | — |
|
Accenture plc Ireland
|
BUY | +2.20% | 5.0M | $775M | — |
|
ZTS|Zoetis Inc
|
BUY | +125.31% | 8.9M | $747M | — |
|
ORCL|Oracle Corp
|
BUY | +3.90% | 16.3M | $745M | — |
|
SBUX|Starbucks Corp
|
BUY | +3.00% | 12.2M | $708M | — |
|
ORLY|O Reilly Automotive Inc New
|
BUY | +3.79% | 2.8M | $689M | — |
|
AFW|Align Technology Inc
|
BUY | +1.79% | 2.7M | $670M | — |
|
IT|Gartner Inc
|
BUY | +30.52% | 5.4M | $634M | — |
|
DG|Dollar Gen Corp New
|
BUY | +35.75% | 6.8M | $632M | — |
|
PCLN|PRICELINE GRP INC
|
SELL | EXIT | — | — | — |
|
CELG|Celgene Corp
|
SELL | -99.93% | 3.7K | $334000 | — |
|
REGN|Regeneron Pharmaceuticals
|
BUY | +2.13% | 1.4M | $489M | — |
|
BKNG|Booking Hldgs Inc
|
BUY | NEW | 228.0K | $474M | — |
|
MA|Mastercard Incorporated
|
BUY | +1.26% | 2.4M | $416M | — |
|
GOOGL|Alphabet Inc
|
BUY | +0.45% | 342.6K | $355M | — |
|
IWF|Ishares Tr
|
SELL | -57.29% | 42.8K | $6M | — |
|
BABA|Alibaba Group Hldg Ltd
|
BUY | +26.19% | 49.2K | $9M | — |
|
ICLR|Icon PLC
|
BUY | +30.86% | 59.9K | $7M | — |
|
UL|Unilever PLC
|
BUY | +26.81% | 101.8K | $6M | — |
|
CHKP|Check Point Software Tech LT
|
BUY | +26.21% | 53.2K | $5M | — |
|
SAP|SAP SE
|
BUY | +26.77% | 48.0K | $5M | — |
|
BIDUN|Baidu Inc
|
BUY | +31.06% | 20.9K | $5M | — |
|
RELX|Relx NV
|
BUY | +26.87% | 197.8K | $4M | — |
|
MDT|Medtronic PLC
|
BUY | +127.24% | 50.8K | $4M | — |
|
AAPL|APPLE INC
|
SELL | EXIT | — | — | — |
|
NVO|Novo-Nordisk A S
|
BUY | +19.84% | 22.4K | $1M | — |
|
OLLI|Ollies Bargain Outlt Hldgs I
|
BUY | +42.38% | 11.8K | $712000 | — |
|
POOL|Pool Corporation
|
BUY | +42.42% | 4.8K | $707000 | — |
|
CMD|Cantel Medical Corp
|
BUY | +42.50% | 5.8K | $643000 | — |
|
BLKB|Blackbaud Inc
|
BUY | +42.53% | 5.5K | $563000 | — |
|
PAYC|Paycom Software Inc
|
BUY | +42.41% | 4.9K | $525000 | — |
|
LFUS|Littelfuse Inc
|
BUY | +42.45% | 2.2K | $463000 | — |
|
FOXF|Fox Factory Hldg Corp
|
BUY | +42.59% | 13.1K | $458000 | — |
|
GKD|Grand Canyon Ed Inc
|
BUY | +42.46% | 4.4K | $457000 | — |
|
STMP|Stamps Com Inc
|
BUY | +42.45% | 2.2K | $451000 | — |
|
TREX|Trex Co Inc
|
BUY | +42.42% | 3.9K | $423000 | — |
|
MDSOEUR|Medidata Solutions Inc
|
BUY | +42.39% | 6.6K | $415000 | — |
|
MKTX|Marketaxess Hldgs Inc
|
BUY | +42.46% | 1.9K | $403000 | — |
|
HCSG|Healthcare Svcs Grp Inc
|
BUY | +42.56% | 9.3K | $403000 | — |
|
NEOG|Neogen Corp
|
BUY | +89.88% | 5.8K | $386000 | — |
|
MPWR|Monolithic Pwr Sys Inc
|
BUY | +42.07% | 3.2K | $370000 | — |
|
AMN|AMN Healthcare Services Inc
|
BUY | +42.36% | 6.5K | $367000 | — |
|
TXRH|Texas Roadhouse Inc
|
BUY | +42.26% | 5.9K | $342000 | — |
|
ALRM|Alarm Com Hldgs Inc
|
BUY | +42.18% | 8.5K | $322000 | — |
|
TREE|Lendingtree Inc New
|
BUY | +42.49% | 949 | $311000 | — |
|
AZPNUSD|ASPEN TECHNOLOGY INC
|
SELL | EXIT | — | — | — |
|
EXLS|ExlService Holdings Inc
|
BUY | +42.40% | 5.2K | $291000 | — |
|
LMAT|Lemaitre Vascular Inc
|
BUY | NEW | 7.9K | $287000 | — |
|
FIVE|Five Below Inc
|
BUY | NEW | 3.9K | $284000 | — |
|
MASI|Masimo Corp
|
BUY | NEW | 3.2K | $279000 | — |
|
Nutri Sys Inc New
|
BUY | +104.34% | 9.7K | $260000 | — |
|
EPAM|Epam Sys Inc
|
BUY | NEW | 2.2K | $252000 | — |
|
EEFT|Euronet Worldwide Inc
|
BUY | NEW | 3.1K | $248000 | — |
Closed Positions for Polen Capital Management
|
Stock
Click to search
|
Held Period | Cost Basis | Sale Proceeds | Realized Gain | Return | CAGR |
|---|---|---|---|---|---|---|
|
NVO|NOVO-NORDISK A S
|
2023-Q3 → 2025-Q3 (2.0y) | $727.0M | $701.1M | $-25.9M | -3.6% | -1.8% |
|
HLI|HOULIHAN LOKEY INC
|
2020-Q2 → 2025-Q3 (5.2y) | $14.2M | $26.0M | $+11.8M | +83.3% | +12.3% |
|
GSHD|GOOSEHEAD INS INC
|
2020-Q3 → 2025-Q3 (5.0y) | $28.7M | $24.5M | $-4.2M | -14.6% | -3.1% |
|
RVLV|REVOLVE GROUP INC
|
2020-Q1 → 2025-Q3 (5.5y) | $20.9M | $18.6M | $-2.3M | -11.0% | -2.1% |
|
QLYS|QUALYS INC
|
2020-Q2 → 2025-Q3 (5.2y) | $14.7M | $17.5M | $+2.8M | +19.3% | +3.4% |
|
HLNE|HAMILTON LANE INC
|
2022-Q1 → 2025-Q3 (3.5y) | $10.8M | $17.2M | $+6.4M | +58.7% | +14.2% |
|
EXLS|EXLSERVICE HOLDINGS INC
|
2023-Q3 → 2025-Q3 (2.0y) | $10.0M | $15.2M | $+5.3M | +53.1% | +23.8% |
|
LVS|LAS VEGAS SANDS CORP
|
2022-Q4 → 2025-Q3 (2.7y) | $18.9M | $15.2M | $-3.7M | -19.7% | -7.7% |
|
CWAN|CLEARWATER ANALYTICS HLDGS I
|
2023-Q3 → 2025-Q3 (2.0y) | $10.4M | $14.5M | $+4.1M | +39.2% | +18.0% |
|
PGNY|PROGYNY INC
|
2021-Q1 → 2025-Q3 (4.5y) | $24.2M | $13.3M | $-10.9M | -45.1% | -12.5% |
|
CNM|CORE & MAIN INC
|
2023-Q4 → 2025-Q3 (1.7y) | $6.2M | $10.3M | $+4.1M | +65.7% | +33.6% |
|
CCC|CCC INTELLIGENT SOLUTIONS HL
|
2022-Q4 → 2025-Q3 (2.7y) | $10.0M | $10.3M | $+218.1K | +2.2% | +0.8% |
|
BL|BLACKLINE INC
|
2020-Q2 → 2025-Q3 (5.2y) | $16.8M | $9.9M | $-6.9M | -41.2% | -9.7% |
|
GNRC|GENERAC HLDGS INC
|
2020-Q4 → 2025-Q3 (1.7y) | $8.5M | $9.7M | $+1.2M | +14.5% | +8.1% |
|
FSV|FIRSTSERVICE CORP NEW
|
2022-Q4 → 2025-Q3 (2.7y) | $5.9M | $7.4M | $+1.5M | +25.4% | +8.6% |
|
PCTY|PAYLOCITY HLDG CORP
|
2020-Q1 → 2025-Q3 (1.0y) | $5.2M | $5.8M | $+637.9K | +12.3% | +12.4% |
|
NSIT|INSIGHT ENTERPRISES INC
|
2024-Q3 → 2025-Q3 (1.0y) | $7.7M | $5.6M | $-2.1M | -27.6% | -27.7% |
|
SITE|SITEONE LANDSCAPE SUPPLY INC
|
2022-Q2 → 2025-Q3 (3.2y) | $5.6M | $5.5M | $-78.7K | -1.4% | -0.4% |
|
AIT|APPLIED INDL TECHNOLOGIES IN
|
2024-Q2 → 2025-Q3 (1.2y) | $4.4M | $4.9M | $+468.7K | +10.6% | +8.4% |
|
RGEN|REPLIGEN CORP
|
2024-Q2 → 2025-Q3 (1.2y) | $5.4M | $4.6M | $-800.0K | -14.8% | -12.1% |
|
BROS|DUTCH BROS INC
|
2024-Q3 → 2025-Q3 (1.0y) | $3.1M | $4.5M | $+1.5M | +48.6% | +48.8% |
|
AAON|AAON INC
|
2024-Q2 → 2025-Q3 (1.2y) | $4.6M | $4.5M | $-101.3K | -2.2% | -1.8% |
|
FN|FABRINET
|
2024-Q4 → 2025-Q3 (0.7y) | $3.6M | $3.9M | $+244.3K | +6.7% | +9.1% |
|
BDC|BELDEN INC
|
2024-Q4 → 2025-Q3 (0.7y) | $3.6M | $3.5M | $-106.0K | -2.9% | -3.9% |
|
IBP|INSTALLED BLDG PRODS INC
|
2024-Q2 → 2025-Q3 (1.2y) | $4.0M | $3.4M | $-623.8K | -15.6% | -12.7% |
|
WSC|WILLSCOT HLDGS CORP
|
2024-Q4 → 2025-Q3 (0.7y) | $4.6M | $3.4M | $-1.3M | -27.6% | -35.0% |
|
ENVX|ENOVIX CORPORATION
|
2025-Q2 → 2025-Q3 (0.2y) | $1.5M | $2.0M | $+559.7K | +37.9% | +37.9% |
|
LOMA|LOMA NEGRA C I A S A MTN 14
|
2025-Q2 → 2025-Q3 (0.2y) | $2.2M | $2.0M | $-197.1K | -9.1% | -9.1% |
|
GGAL|GRUPO FINANCIERO GALICIA S.A
|
2025-Q2 → 2025-Q3 (0.2y) | $2.3M | $1.9M | $-436.5K | -19.1% | -19.1% |
|
OLLI|OLLIES BARGAIN OUTLET HLDGS
|
2024-Q2 → 2025-Q3 (1.2y) | $962.3K | $1.6M | $+604.7K | +62.8% | +47.9% |
|
IOT|SAMSARA INC
|
2025-Q2 → 2025-Q3 (0.2y) | $1.4M | $1.4M | $-74.5K | -5.1% | -5.1% |
|
ITRI|ITRON INC
|
2025-Q2 → 2025-Q3 (0.2y) | $980.2K | $1.1M | $+108.3K | +11.1% | +11.1% |
|
SHAK|SHAKE SHACK INC
|
2025-Q2 → 2025-Q3 (0.2y) | $1.1M | $1.0M | $-77.0K | -7.0% | -7.0% |
|
SUPV|GRUPO SUPERVIELLE S.A.
|
2025-Q2 → 2025-Q3 (0.2y) | $1.4M | $936.8K | $-426.2K | -31.3% | -31.3% |
|
SFM|SPROUTS FMRS MKT INC
|
2025-Q2 → 2025-Q3 (0.2y) | $990.9K | $897.0K | $-93.9K | -9.5% | -9.5% |
|
FVRR|FIVERR INTL LTD
|
2025-Q2 → 2025-Q3 (0.2y) | $1.1M | $861.0K | $-196.0K | -18.5% | -18.5% |
|
HQY|HEALTHEQUITY INC
|
2025-Q2 → 2025-Q3 (0.2y) | $804.5K | $772.7K | $-31.8K | -4.0% | -4.0% |
|
MRX|MAREX GROUP PLC
|
2025-Q2 → 2025-Q3 (0.2y) | $753.7K | $661.6K | $-92.1K | -12.2% | -12.2% |
|
PLNT|PLANET FITNESS INC
|
2025-Q2 → 2025-Q3 (0.2y) | $578.8K | $622.4K | $+43.6K | +7.5% | +7.5% |
|
HNST|HONEST CO INC
|
2025-Q2 → 2025-Q3 (0.2y) | $695.8K | $577.6K | $-118.1K | -17.0% | -17.0% |
|
KRNT|KORNIT DIGITAL LTD
|
2025-Q2 → 2025-Q3 (0.2y) | $696.1K | $552.9K | $-143.2K | -20.6% | -20.6% |
|
ADMA|ADMA BIOLOGICS INC
|
2025-Q2 → 2025-Q3 (0.2y) | $615.2K | $523.1K | $-92.1K | -15.0% | -15.0% |
|
MLR|MILLER INDS INC TENN
|
2025-Q2 → 2025-Q3 (0.2y) | $508.8K | $485.3K | $-23.5K | -4.6% | -4.6% |
|
ALKT|ALKAMI TECHNOLOGY INC
|
2025-Q2 → 2025-Q3 (0.2y) | $536.1K | $478.9K | $-57.1K | -10.7% | -10.7% |
|
TGTX|TG THERAPEUTICS INC
|
2025-Q2 → 2025-Q3 (0.2y) | $542.3K | $478.2K | $-64.1K | -11.8% | -11.8% |
|
PHR|PHREESIA INC
|
2025-Q2 → 2025-Q3 (0.2y) | $438.1K | $470.7K | $+32.6K | +7.5% | +7.5% |
|
YPF|YPF SOCIEDAD ANONIMA
|
2025-Q2 → 2025-Q3 (0.2y) | $461.9K | $424.3K | $-37.5K | -8.1% | -8.1% |
|
ALSN|ALLISON TRANSMISSION HLDGS I
|
2025-Q2 → 2025-Q3 (0.2y) | $426.7K | $387.5K | $-39.2K | -9.2% | -9.2% |
|
PLTR|PALANTIR TECHNOLOGIES INC
|
2025-Q2 → 2025-Q3 (0.2y) | $299.6K | $387.2K | $+87.7K | +29.3% | +29.3% |
|
AXSM|AXSOME THERAPEUTICS INC
|
2025-Q2 → 2025-Q3 (0.2y) | $340.7K | $361.0K | $+20.3K | +6.0% | +6.0% |
|
KRUS|KURA SUSHI USA INC
|
2025-Q2 → 2025-Q3 (0.2y) | $278.0K | $349.3K | $+71.3K | +25.6% | +25.6% |
|
OCS|OCULIS HOLDING AG
|
2025-Q2 → 2025-Q3 (0.2y) | $357.3K | $345.2K | $-12.1K | -3.4% | -3.4% |
|
HEPS|D MARKET ELECTR SVCS & TRADI
|
2025-Q2 → 2025-Q3 (0.2y) | $308.9K | $322.6K | $+13.8K | +4.5% | +4.5% |
|
PNTG|PENNANT GROUP INC
|
2025-Q2 → 2025-Q3 (0.2y) | $304.5K | $269.6K | $-34.9K | -11.4% | -11.4% |
|
INTA|INTAPP INC
|
2025-Q2 → 2025-Q3 (0.2y) | $305.2K | $242.9K | $-62.3K | -20.4% | -20.4% |
|
BFLY|BUTTERFLY NETWORK INC
|
2025-Q2 → 2025-Q3 (0.2y) | $314.1K | $219.7K | $-94.4K | -30.0% | -30.0% |
|
FND|FLOOR & DECOR HLDGS INC
|
2021-Q4 → 2025-Q2 (3.5y) | $2.3B | $2.8B | $+515.9M | +22.9% | +6.1% |
|
BIL|SPDR SER TR
|
2023-Q4 → 2025-Q2 (1.5y) | $55.6M | $55.6M | $+31.9K | +0.1% | +0.0% |
|
YUMC|YUM CHINA HLDGS INC
|
2023-Q2 → 2025-Q2 (2.0y) | $16.5M | $12.9M | $-3.6M | -21.6% | -11.5% |
|
DT|DYNATRACE INC
|
2020-Q4 → 2025-Q2 (4.5y) | $7.7M | $8.7M | $+1.1M | +14.1% | +3.0% |
|
MORN|MORNINGSTAR INC
|
2023-Q2 → 2025-Q2 (2.0y) | $3.0M | $4.3M | $+1.3M | +42.6% | +19.5% |
|
TECH|BIO-TECHNE CORP
|
2023-Q4 → 2025-Q2 (1.5y) | $3.7M | $2.9M | $-758.7K | -20.7% | -14.4% |
|
KNSL|KINSALE CAP GROUP INC
|
2024-Q2 → 2025-Q2 (1.0y) | $1.8M | $2.0M | $+217.7K | +12.2% | +12.3% |
|
MKTX|MARKETAXESS HLDGS INC
|
2023-Q4 → 2025-Q2 (1.5y) | $1.9M | $1.9M | $-41.0K | -2.1% | -1.4% |
|
LGIH|LGI HOMES INC
|
2023-Q4 → 2025-Q2 (1.5y) | $2.9M | $1.8M | $-1.1M | -38.7% | -27.9% |
|
POOL|POOL CORP
|
2023-Q4 → 2025-Q2 (1.5y) | $1.9M | $1.7M | $-250.7K | -12.9% | -8.8% |
|
SKIL|SKILLSOFT CORP
|
2023-Q4 → 2025-Q2 (1.5y) | $1.6M | $1.7M | $+6.5K | +0.4% | +0.3% |
|
BWMN|BOWMAN CONSULTING GROUP LTD
|
2023-Q4 → 2025-Q2 (1.5y) | $1.7M | $1.5M | $-180.8K | -10.9% | -7.4% |
|
BLD|TOPBUILD CORP
|
2024-Q3 → 2025-Q2 (0.7y) | $1.9M | $1.5M | $-408.6K | -21.9% | -28.1% |
|
BSY|BENTLEY SYS INC
|
2024-Q4 → 2025-Q2 (0.5y) | $1.0M | $1.0M | $-30.0K | -2.9% | -5.7% |
|
CIGI|COLLIERS INTL GROUP INC
|
2024-Q4 → 2025-Q2 (0.5y) | $1.2M | $1.0M | $-222.4K | -18.1% | -33.0% |
|
ENTG|ENTEGRIS INC
|
2024-Q4 → 2025-Q2 (0.5y) | $1.2M | $880.1K | $-335.2K | -27.6% | -47.7% |
|
TTEK|TETRA TECH INC NEW
|
2024-Q2 → 2025-Q2 (1.0y) | $1.0M | $769.3K | $-274.0K | -26.3% | -26.3% |
|
IOO|ISHARES TR
|
2024-Q4 → 2025-Q2 (0.5y) | $672.6K | $680.9K | $+8.3K | +1.2% | +2.5% |
|
SAIA|SAIA INC
|
2025-Q1 → 2025-Q2 (0.2y) | $1.1M | $665.3K | $-453.1K | -40.5% | -40.5% |
|
PSTG|PURE STORAGE INC
|
2024-Q4 → 2025-Q2 (0.5y) | $568.5K | $563.1K | $-5.5K | -1.0% | -1.9% |
|
FIX|COMFORT SYS USA INC
|
2025-Q1 → 2025-Q2 (0.2y) | $460.6K | $540.3K | $+79.7K | +17.3% | +17.3% |
|
WING|WINGSTOP INC
|
2025-Q1 → 2025-Q2 (0.2y) | $402.8K | $452.0K | $+49.2K | +12.2% | +12.2% |
|
MANH|MANHATTAN ASSOCIATES INC
|
2025-Q1 → 2025-Q2 (0.2y) | $407.8K | $416.0K | $+8.1K | +2.0% | +2.0% |
|
IWO|ISHARES TR
|
2025-Q1 → 2025-Q2 (0.2y) | $441.3K | $408.3K | $-33.0K | -7.5% | -7.5% |
|
CLBT|CELLEBRITE DI LTD
|
2024-Q4 → 2025-Q2 (0.5y) | $285.8K | $263.0K | $-22.9K | -8.0% | -15.4% |
|
ETSY|ETSY INC
|
2020-Q1 → 2025-Q1 (5.0y) | $10.2M | $16.0M | $+5.8M | +57.1% | +9.5% |
|
YETI|YETI HLDGS INC
|
2020-Q1 → 2025-Q1 (5.0y) | $21.5M | $14.2M | $-7.3M | -34.0% | -8.0% |
|
DAVA|ENDAVA PLC
|
2020-Q4 → 2025-Q1 (4.2y) | $17.6M | $14.0M | $-3.7M | -20.8% | -5.4% |
|
EEFT|EURONET WORLDWIDE INC
|
2022-Q3 → 2025-Q1 (2.5y) | $8.3M | $8.8M | $+480.6K | +5.8% | +2.3% |
|
TYL|TYLER TECHNOLOGIES INC
|
2021-Q3 → 2025-Q1 (3.5y) | $7.0M | $7.7M | $+749.3K | +10.8% | +3.0% |
|
IVV|ISHARES TR
|
2024-Q3 → 2025-Q1 (0.5y) | $6.0M | $6.4M | $+407.5K | +6.8% | +14.1% |
|
OPCH|OPTION CARE HEALTH INC
|
2024-Q2 → 2025-Q1 (0.7y) | $4.6M | $4.9M | $+298.9K | +6.5% | +8.8% |
|
MODG|TOPGOLF CALLAWAY BRANDS CORP
|
2023-Q4 → 2025-Q1 (1.2y) | $2.0M | $1.4M | $-662.2K | -32.6% | -27.2% |
|
CPA|COPA HOLDINGS SA
|
2024-Q1 → 2025-Q1 (1.0y) | $1.4M | $1.3M | $-86.2K | -6.2% | -6.2% |
|
CRL|CHARLES RIV LABS INTL INC
|
2022-Q2 → 2025-Q1 (2.7y) | $1.6M | $1.3M | $-340.6K | -21.3% | -8.4% |
|
KSPI|KASPI KZ JSC
|
2024-Q2 → 2025-Q1 (0.7y) | $1.2M | $977.7K | $-204.9K | -17.3% | -22.5% |
|
USHY|ISHARES TR
|
2024-Q3 → 2025-Q1 (0.5y) | $970.5K | $976.3K | $+5.8K | +0.6% | +1.2% |
|
BAH|BOOZ ALLEN HAMILTON HLDG COR
|
2024-Q3 → 2025-Q1 (0.5y) | $729.0K | $556.6K | $-172.4K | -23.6% | -41.8% |
|
FERG|FERGUSON ENTERPRISES INC
|
2024-Q4 → 2025-Q1 (0.2y) | $246.0K | $216.9K | $-29.1K | -11.8% | -11.8% |
|
APPF|APPFOLIO INC
|
2019-Q3 → 2024-Q3 (5.0y) | $17.6M | $19.0M | $+1.5M | +8.3% | +1.6% |
|
ALIT|ALIGHT INC
|
2023-Q1 → 2024-Q3 (1.5y) | $15.2M | $12.7M | $-2.5M | -16.5% | -11.3% |
|
RH|RH
|
2021-Q3 → 2024-Q3 (3.0y) | $11.7M | $7.2M | $-4.5M | -38.4% | -14.9% |
|
DOCS|DOXIMITY INC
|
2022-Q2 → 2024-Q3 (2.2y) | $8.4M | $7.2M | $-1.2M | -14.7% | -6.9% |
|
SITM|SITIME CORP
|
2022-Q4 → 2024-Q3 (1.7y) | $5.0M | $6.7M | $+1.7M | +33.5% | +18.0% |
|
MPWR|MONOLITHIC PWR SYS INC
|
2023-Q1 → 2024-Q3 (1.5y) | $2.0M | $3.3M | $+1.2M | +60.6% | +37.3% |
|
VONG|VANGUARD SCOTTSDALE FDS
|
2023-Q4 → 2024-Q3 (0.7y) | $2.6M | $3.2M | $+677.7K | +26.4% | +36.8% |
|
FCX|FREEPORT-MCMORAN INC
|
2024-Q1 → 2024-Q3 (0.5y) | $413.9K | $461.0K | $+47.1K | +11.4% | +24.1% |
|
META|META PLATFORMS INC
|
2024-Q2 → 2024-Q3 (0.2y) | $398.3K | $417.6K | $+19.2K | +4.8% | +4.8% |
|
ILMN|ILLUMINA INC
|
2020-Q3 → 2024-Q2 (3.7y) | $1.4B | $593.5M | $-787.1M | -57.0% | -20.2% |
|
FET|FORUM ENERGY TECHNOLOGIES IN
|
2022-Q1 → 2024-Q2 (1.0y) | $602.9M | $464.8M | $-138.1M | -22.9% | -23.0% |
|
HELE|HELEN OF TROY LTD
|
2020-Q1 → 2024-Q2 (4.2y) | $12.1M | $9.4M | $-2.7M | -22.1% | -5.7% |
|
TSM|TAIWAN SEMICONDUCTOR MFG LTD
|
2023-Q3 → 2024-Q2 (0.7y) | $5.3M | $7.7M | $+2.4M | +46.1% | +66.1% |
|
BMBL|BUMBLE INC
|
2022-Q1 → 2024-Q2 (2.2y) | $14.2M | $6.9M | $-7.3M | -51.6% | -27.6% |
|
KARO|KAROOOOO LTD
|
2021-Q2 → 2024-Q2 (3.0y) | $3.7M | $3.1M | $-582.7K | -15.8% | -5.6% |
|
VUG|VANGUARD INDEX FDS
|
2023-Q2 → 2024-Q2 (1.0y) | $2.3M | $2.9M | $+592.0K | +25.5% | +25.6% |
|
XPEL|XPEL INC
|
2023-Q3 → 2024-Q2 (0.7y) | $5.0M | $2.4M | $-2.6M | -51.7% | -62.2% |
|
TPLC|TIMOTHY PLAN
|
2021-Q1 → 2024-Q2 (3.2y) | $1.3M | $1.3M | $+63.4K | +5.0% | +1.5% |
|
SPY|SPDR S&P 500 ETF TR
|
2023-Q4 → 2024-Q2 (0.5y) | $297.1K | $346.0K | $+48.9K | +16.5% | +35.8% |
|
DOCU|DOCUSIGN INC
|
2021-Q4 → 2023-Q4 (2.0y) | $1.4B | $446.4M | $-991.4M | -69.0% | -44.4% |
|
SKIL|SKILLSOFT CORP
|
2022-Q1 → 2023-Q4 (1.7y) | $237.3M | $31.1M | $-206.2M | -86.9% | -68.8% |
|
FICO|FAIR ISAAC CORP
|
2021-Q3 → 2023-Q4 (2.2y) | $4.2M | $5.8M | $+1.6M | +36.6% | +14.9% |
|
TTD|THE TRADE DESK INC
|
2021-Q2 → 2023-Q4 (2.5y) | $3.6M | $4.4M | $+805.4K | +22.4% | +8.4% |
|
EVTC|EVERTEC INC
|
2023-Q1 → 2023-Q4 (0.7y) | $1.6M | $1.6M | $+46.3K | +3.0% | +4.0% |
|
MKL|MARKEL GROUP INC
|
2023-Q2 → 2023-Q4 (0.5y) | $678.1K | $707.6K | $+29.5K | +4.3% | +8.9% |
|
LESL|LESLIES INC
|
2023-Q2 → 2023-Q3 (0.2y) | $55.1M | $33.1M | $-22.0M | -39.9% | -39.9% |
|
DCGO|DOCGO INC
|
2023-Q1 → 2023-Q3 (0.5y) | $4.1M | $4.0M | $-109.2K | -2.7% | -5.3% |
|
FTCHQ|FARFETCH LTD
|
2021-Q2 → 2023-Q3 (2.2y) | $14.6M | $3.8M | $-10.8M | -74.0% | -45.1% |
|
CPRT|COPART INC
|
2020-Q4 → 2023-Q3 (2.7y) | $1.3M | $1.8M | $+467.2K | +36.3% | +12.0% |
|
LUXE|MYT NETHERLANDS PARENT B V
|
2021-Q4 → 2023-Q3 (1.7y) | $2.1M | $515.9K | $-1.6M | -76.0% | -55.9% |
|
IWM|ISHARES TR
|
2022-Q1 → 2023-Q3 (0.2y) | $245.9K | $260.5K | $+14.6K | +5.9% | +5.9% |
|
FET|FORUM ENERGY TECHNOLOGIES IN
|
2023-Q1 → 2023-Q2 (0.2y) | $4.5M | $3.6M | $-897.8K | -19.9% | -19.9% |
|
IUSG|ISHARES TR
|
2022-Q4 → 2023-Q1 (0.2y) | $11.4M | $11.6M | $+167.1K | +1.5% | +1.5% |
|
AZTA|AZENTA INC
|
2022-Q2 → 2023-Q1 (0.7y) | $8.2M | $5.6M | $-2.6M | -31.3% | -39.5% |
|
OLPX|OLAPLEX HLDGS INC
|
2022-Q4 → 2023-Q1 (0.2y) | $4.5M | $4.6M | $+107.8K | +2.4% | +2.4% |
|
ISRG|INTUITIVE SURGICAL INC
|
2020-Q3 → 2022-Q4 (2.2y) | $1.1B | $756.8M | $-332.2M | -30.5% | -15.0% |
|
JMST|J P MORGAN EXCHANGE TRADED F
|
2022-Q3 → 2022-Q4 (0.2y) | $297.2K | $296.3K | $-881 | -0.3% | -0.3% |
|
XYZ|BLOCK INC
|
2022-Q2 → 2022-Q3 (0.2y) | $405.4K | $330.9K | $-74.5K | -18.4% | -18.4% |
|
MSCI|MSCI INC
|
2019-Q3 → 2022-Q2 (2.7y) | $616.3M | $1.1B | $+442.3M | +71.8% | +21.8% |
|
MEDP|MEDPACE HLDGS INC
|
2020-Q2 → 2022-Q2 (2.0y) | $16.8M | $19.5M | $+2.7M | +16.2% | +7.8% |
|
EXPO|EXPONENT INC
|
2019-Q4 → 2022-Q2 (2.5y) | $16.6M | $17.9M | $+1.3M | +7.5% | +3.0% |
|
TRUP|TRUPANION INC
|
2021-Q2 → 2022-Q2 (1.0y) | $18.9M | $13.9M | $-5.0M | -26.3% | -26.4% |
|
MBUU|MALIBU BOATS INC
|
2020-Q3 → 2022-Q2 (1.7y) | $8.7M | $7.4M | $-1.3M | -14.7% | -8.7% |
|
CMRC|BIGCOMMERCE HLDGS INC
|
2021-Q4 → 2022-Q2 (0.5y) | $14.2M | $5.8M | $-8.4M | -59.4% | -83.6% |
|
REGN|REGENERON PHARMACEUTICALS
|
2021-Q3 → 2022-Q2 (0.7y) | $1.3M | $1.4M | $+67.9K | +5.1% | +6.9% |
|
DG|DOLLAR GEN CORP NEW
|
2021-Q3 → 2022-Q2 (0.7y) | $1.2M | $1.2M | $+4.7K | +0.4% | +0.5% |
|
ORCL|ORACLE CORP
|
2021-Q3 → 2022-Q2 (0.7y) | $374.0K | $303.2K | $-70.8K | -18.9% | -24.5% |
|
BKNG|BOOKING HOLDINGS INC
|
2021-Q3 → 2022-Q2 (0.7y) | $296.7K | $290.7K | $-6.0K | -2.0% | -2.7% |
|
ORLY|OREILLY AUTOMOTIVE INC
|
2021-Q3 → 2022-Q2 (0.7y) | $41.4K | $43.6K | $+2.2K | +5.3% | +7.2% |
|
CDW|CDW CORP
|
2020-Q4 → 2022-Q1 (1.2y) | $2.8M | $3.6M | $+768.4K | +27.3% | +21.4% |
|
ATHM|AUTOHOME INC
|
2021-Q3 → 2022-Q1 (0.5y) | $491.5K | $334.8K | $-156.7K | -31.9% | -53.7% |
|
TPIF|TIMOTHY PLAN
|
2021-Q2 → 2022-Q1 (0.7y) | $353.9K | $333.1K | $-20.8K | -5.9% | -7.8% |
|
TAL|TAL EDUCATION GROUP
|
2021-Q2 → 2022-Q1 (0.7y) | $828.4K | $55.1K | $-773.3K | -93.3% | -97.3% |
|
EL|LAUDER ESTEE COS INC
|
2020-Q3 → 2021-Q4 (1.2y) | $36.7M | $56.5M | $+19.8M | +54.0% | +41.4% |
|
SLP|SIMULATIONS PLUS INC
|
2020-Q4 → 2021-Q4 (1.0y) | $11.6M | $8.4M | $-3.1M | -26.9% | -27.0% |
|
HEI|HEICO CORP NEW
|
2020-Q4 → 2021-Q4 (1.0y) | $2.1M | $2.3M | $+201.4K | +9.8% | +9.8% |
|
WDFC|WD-40 CO
|
2020-Q2 → 2021-Q1 (0.7y) | $7.0M | $10.9M | $+3.9M | +55.4% | +80.3% |
|
ACWI|ISHARES TR
|
2020-Q4 → 2021-Q1 (0.2y) | $1.0M | $1.1M | $+93.9K | +9.4% | +9.4% |
|
RELX|RELX PLC
|
2018-Q3 → 2020-Q4 (2.2y) | $23.3M | $23.2M | $-90.9K | -0.4% | -0.2% |
|
MASI|MASIMO CORP
|
2018-Q1 → 2020-Q4 (2.7y) | $3.1M | $4.5M | $+1.5M | +47.5% | +15.2% |
|
EPAM|EPAM SYS INC
|
2021-Q3 → 2020-Q3 (2.5y) | $2.5M | $4.0M | $+1.5M | +61.3% | +21.2% |
|
LMAT|LEMAITRE VASCULAR INC
|
2018-Q1 → 2020-Q3 (2.5y) | $2.8M | $2.8M | $+19.1K | +0.7% | +0.3% |
|
FIVE|FIVE BELOW INC
|
2022-Q1 → 2020-Q3 (2.5y) | $2.2M | $2.6M | $+413.2K | +18.9% | +7.2% |
|
ACWX|ISHARES TR
|
2020-Q4 → 2020-Q3 (0.7y) | $2.2M | $2.2M | $-50.6K | -2.3% | -3.0% |
|
USPH|U S PHYSICAL THERAPY INC
|
2019-Q2 → 2020-Q2 (1.0y) | $2.2M | $1.4M | $-819.3K | -36.5% | -36.6% |
|
MED|MEDIFAST INC
|
2019-Q1 → 2020-Q1 (1.0y) | $701.8K | $560.0K | $-141.7K | -20.2% | -20.2% |
|
INGN|INOGEN INC
|
2018-Q4 → 2019-Q3 (0.7y) | $688.8K | $246.1K | $-442.7K | -64.3% | -74.8% |
|
NVDA|NVIDIA CORP
|
2018-Q3 → 2019-Q1 (0.5y) | $16.1M | $9.7M | $-6.4M | -39.9% | -64.0% |
|
PBH|PRESTIGE CONSMR HEALTHCARE I
|
2018-Q2 → 2019-Q1 (0.7y) | $373.8K | $301.5K | $-72.4K | -19.4% | -25.0% |