Q2 2024 |
14 |
$112M |
+$5.6M |
-$4.38M |
+$1.22M |
MA, GOOG, MSFT, ATGE, META
|
13F-HR |
8/6/2024, 10:02 AM |
Q1 2024 |
15 |
$106M |
+$5.05M |
-$4.94M |
+$110K |
MA, GOOG, MSFT, META, MTCH
|
13F-HR |
5/13/2024, 03:18 PM |
Q4 2023 |
13 |
$95.7M |
+$3.67M |
-$11.1M |
-$7.41M |
MA, GOOG, MSFT, META, MTCH
|
13F-HR |
2/8/2024, 01:06 PM |
Q3 2023 |
12 |
$92.7M |
+$3.99M |
-$6.85M |
-$2.86M |
MA, GOOG, MSFT, META, ATGE
|
13F-HR |
11/14/2023, 06:44 AM |
Q2 2023 |
12 |
$92.1M |
+$294K |
-$2.88M |
-$2.59M |
MA, MSFT, GOOG, META, ATGE
|
13F-HR |
8/14/2023, 08:12 AM |
Q1 2023 |
12 |
$86.7M |
+$1.13M |
-$592K |
+$539K |
MA, GOOG, MSFT, ATGE, META
|
13F-HR |
5/12/2023, 06:47 PM |
Q4 2022 |
13 |
$75M |
+$4.05M |
-$5.41M |
-$1.37M |
MA, GOOG, MSFT, ATGE, BABA
|
13F-HR |
2/13/2023, 07:57 PM |
Q3 2022 |
11 |
$71.2M |
+$14.5M |
-$3.34M |
+$11.2M |
MA, GOOG, ATGE, MSFT, BABA
|
13F-HR |
11/14/2022, 05:08 AM |
Q2 2022 |
10 |
$83M |
+$2.57M |
-$3.44M |
-$873K |
MA, GOOG, ATGE, MSFT, BABA
|
13F-HR |
8/12/2022, 05:18 PM |
Q1 2022 |
10 |
$93.4M |
+$11M |
-$5.32M |
+$5.68M |
MA, GOOG, ATGE, MSFT, BABA
|
13F-HR |
5/11/2022, 04:53 PM |
Q4 2021 |
17 |
$97.8M |
+$3.2M |
-$6.4M |
-$3.19M |
MA, GOOG, ATGE, META, BABA
|
13F-HR |
2/14/2022, 01:48 PM |
Q3 2021 |
15 |
$103M |
+$5.43M |
-$9.62M |
-$4.19M |
MA, GOOG, ATGE, META, BABA
|
13F-HR |
11/12/2021, 08:06 PM |
Q2 2021 |
16 |
$109M |
+$8M |
-$5.41M |
+$2.59M |
MA, GOOG, ATGE, META, BABA
|
13F-HR |
8/13/2021, 10:46 AM |
Q1 2021 |
18 |
$102M |
+$71.6K |
-$3.38M |
-$3.31M |
MA, GOOG, ATGE, META, BKNG
|
13F-HR |
5/13/2021, 01:13 PM |
Q4 2020 |
18 |
$98.3M |
+$390K |
-$1.87M |
-$1.48M |
MA, GOOG, ATGE, META, BKNG
|
13F-HR |
2/10/2021, 03:40 PM |
Q3 2020 |
19 |
$87.6M |
+$896K |
-$2.68M |
-$1.78M |
MA, GOOG, META, ATGE, BKNG
|
13F-HR |
11/12/2020, 09:20 AM |
Q2 2020 |
18 |
$83.4M |
+$375K |
-$2.54M |
-$2.16M |
MA, ATGE, GOOG, META, BKNG
|
13F-HR |
8/11/2020, 01:36 PM |
Q1 2020 |
18 |
$73.2M |
+$2.83M |
-$2.33M |
+$501K |
MA, ATGE, GOOG, META, BKNG
|
13F-HR |
5/12/2020, 11:40 AM |
Q4 2019 |
23 |
$101M |
|
|
|
MA, ATGE, GOOG, META, BKNG
|
13F-HR |
2/12/2020, 03:55 PM |
Q4 2017 |
13 |
$71.3M |
+$1.04M |
-$30.9M |
-$29.8M |
ATGE, MA, GOOG, CTRP, PCLN
|
13F-HR |
2/13/2018, 04:19 PM |
Q3 2017 |
13 |
$89.2M |
+$1.25M |
|
+$1.25M |
ATGE, MA, GOOG, VRX, CTRP
|
13F-HR |
11/13/2017, 08:52 AM |
Q2 2017 |
12 |
$88.1M |
+$50M |
-$277K |
+$49.8M |
ATGE, MA, GOOG, VRX, CTRP
|
13F-HR |
8/14/2017, 11:34 AM |
Q1 2017 |
11 |
$81.4M |
|
-$1.47M |
-$1.47M |
DV, MA, GOOG, VRX, CTRP
|
13F-HR |
5/12/2017, 04:12 PM |
Q4 2016 |
11 |
$75.4M |
|
-$10.1M |
-$10.1M |
DV, MA, GOOG, VRX, CTRP
|
13F-HR |
2/14/2017, 12:25 PM |
Q3 2016 |
11 |
$75.2M |
+$663K |
-$1.96M |
-$1.3M |
DV, MA, VRX, GOOG, CTRP
|
13F-HR |
11/14/2016, 08:41 AM |
Q2 2016 |
12 |
$63.8M |
+$3.88M |
-$1.66M |
+$2.22M |
DV, MA, VRX, GOOG, CTRP
|
Restatement |
8/15/2016, 02:33 PM |
Q1 2016 |
12 |
$70.1M |
+$15.3M |
-$2.76M |
+$12.5M |
DV, MA, VRX, GOOG, LXFT
|
13F-HR |
5/13/2016, 11:06 AM |
Q4 2015 |
13 |
$88M |
+$10.3M |
-$14.5M |
-$4.17M |
DV, VRX, MA, GOOG, AGN
|
13F-HR |
2/16/2016, 08:58 AM |
Q3 2015 |
14 |
$126M |
+$24.2M |
-$7.67M |
+$16.5M |
DV, VRX, MA, GOOGXXXX, LXFT
|
13F-HR |
11/13/2015, 08:41 AM |
Q2 2015 |
14 |
$127M |
+$19.2M |
-$9.54M |
+$9.68M |
DV, VRX, MA, GOOGXXXX, MON
|
13F-HR |
8/12/2015, 04:27 PM |
Q1 2015 |
14 |
$125M |
+$17.3M |
-$29.8M |
-$12.5M |
DV, VRX, MA, GOOGXXXX, GOOGLXXXX
|
13F-HR |
5/14/2015, 10:51 AM |
Q4 2014 |
16 |
$140M |
+$7.61M |
-$24.8M |
-$17.2M |
VRX, DV, MA, GOOGXXXX, GOOGLXXXX
|
13F-HR |
2/13/2015, 10:02 AM |
Q3 2014 |
16 |
$147M |
+$16.7M |
-$19.4M |
-$2.75M |
VRX, DV, MA, GOOGXXXX, MON
|
13F-HR |
11/13/2014, 11:06 AM |
Q2 2014 |
15 |
$155M |
+$26.4M |
-$15.7M |
+$10.6M |
VRX, DV, MA, GOOGLXXXX, GOOGXXXX
|
13F-HR |
8/14/2014, 11:00 AM |
Q1 2014 |
11 |
$162M |
+$26.5M |
-$1.01M |
+$25.5M |
DV, VRX, GOOGLXXXX, MA, NSR
|
13F-HR |
5/13/2014, 03:46 PM |
Q4 2013 |
13 |
$160M |
|
|
|
DV, GOOGLXXXX, VRX, MA, NSR
|
13F-HR |
2/13/2014, 10:13 AM |