Q2 2024 |
19 |
$3.57B |
+$182M |
-$379M |
-$198M |
AMZN, MELI, HLT, MSFT, FERG
|
13F-HR |
8/14/2024, 04:02 PM |
Q1 2024 |
25 |
$3.71B |
+$200M |
-$191M |
+$8.46M |
AMZN, HLT, MELI, FERG, MSFT
|
13F-HR |
5/15/2024, 04:11 PM |
Q4 2023 |
27 |
$3.49B |
+$245M |
-$368M |
-$123M |
AMZN, MELI, HLT, FERG, MSFT
|
13F-HR |
2/14/2024, 04:06 PM |
Q3 2023 |
32 |
$3.11B |
+$529M |
-$463M |
+$66M |
AMZN, FERG, MELI, HLT, V
|
13F-HR |
11/14/2023, 04:11 PM |
Q2 2023 |
25 |
$3.05B |
+$193M |
-$155M |
+$38.2M |
AMZN, FERG, HLT, V, CPNG
|
13F-HR |
8/14/2023, 05:06 PM |
Q1 2023 |
25 |
$2.77B |
+$583M |
-$168M |
+$416M |
MELI, AMZN, HLT, V, CPNG
|
13F-HR |
5/15/2023, 04:24 PM |
Q4 2022 |
25 |
$2.35B |
+$579M |
-$171M |
+$408M |
HLT, V, MELI, AMZN, CPNG
|
13F-HR |
2/14/2023, 03:09 PM |
Q3 2022 |
24 |
$2.25B |
+$208M |
-$166M |
+$42.3M |
INTU, AMZN, HLT, V, CPNG
|
13F-HR |
11/14/2022, 03:11 PM |
Q2 2022 |
20 |
$2.21B |
+$516M |
-$14.9M |
+$501M |
V, INTU, AMZN, HLT, TMUS
|
13F-HR |
8/15/2022, 05:09 PM |
Q1 2022 |
19 |
$2.69B |
+$438M |
-$36.4M |
+$402M |
AMZN, V, INTU, HLT, META
|
13F-HR |
5/16/2022, 04:33 PM |
Q4 2021 |
23 |
$3.46B |
+$416M |
-$249M |
+$166M |
META, AMZN, V, CPNG, HLT
|
13F-HR |
2/14/2022, 03:52 PM |
Q3 2021 |
25 |
$3.46B |
+$200M |
-$266M |
-$66M |
META, TEAMXXXX, MELI, AMZN, TWLO
|
13F-HR |
11/15/2021, 04:38 PM |
Q2 2021 |
23 |
$3.65B |
+$196M |
-$318M |
-$122M |
META, CPNG, TWLO, AMZN, TEAMXXXX
|
13F-HR |
8/16/2021, 04:24 PM |
Q1 2021 |
24 |
$3.45B |
+$670M |
-$706M |
-$36.1M |
CPNG, META, TWLO, MELI, TEAMXXXX
|
13F-HR |
5/17/2021, 04:05 PM |
Q4 2020 |
28 |
$3.8B |
+$708M |
-$187M |
+$521M |
TWLO, META, MELI, TEAMXXXX, AMZN
|
13F-HR |
2/16/2021, 03:09 PM |
Q3 2020 |
29 |
$3.14B |
+$503M |
-$665M |
-$161M |
TWLO, META, AMZN, MELI, HLT
|
13F-HR |
11/16/2020, 03:26 PM |
Q2 2020 |
22 |
$2.98B |
+$527M |
-$153M |
+$374M |
TWLO, AMZN, META, SMAR, TEAMXXXX
|
13F-HR |
8/14/2020, 04:27 PM |
Q1 2020 |
22 |
$1.87B |
+$394M |
-$233M |
+$161M |
TWLO, GOOG, AMZN, META, SMAR
|
13F-HR |
5/15/2020, 04:03 PM |
Q4 2019 |
24 |
$2.11B |
+$263M |
-$337M |
-$73.9M |
GOOG, TWLO, META, MELI, NOW
|
13F-HR |
2/14/2020, 03:05 PM |
Q3 2019 |
25 |
$2.47B |
+$480M |
-$35.6M |
+$444M |
GOOG, TWLO, QQQ, LBTYK, MELI
|
13F-HR |
11/14/2019, 03:07 PM |
Q2 2019 |
27 |
$2.28B |
+$419M |
-$139M |
+$280M |
TWLO, GOOG, MELI, LBTYK, INST
|
13F-HR |
8/14/2019, 04:04 PM |
Q1 2019 |
24 |
$1.98B |
+$271M |
-$306M |
-$34.7M |
TWLO, GOOG, MELI, LBTYK, NOW
|
13F-HR |
5/15/2019, 04:07 PM |
Q4 2018 |
26 |
$1.87B |
+$536M |
-$103M |
+$433M |
GOOG, TWLO, AMZN, LBTYK, QQQ
|
13F-HR |
2/14/2019, 03:31 PM |
Q3 2018 |
23 |
$1.79B |
+$213M |
-$192M |
+$20.8M |
GOOG, TWLO, AMZN, LBTYK, TEAMXXXX
|
13F-HR |
11/14/2018, 03:19 PM |
Q2 2018 |
20 |
$1.62B |
+$76.2M |
-$35.8M |
+$40.4M |
GOOG, AMZN, TWLO, LBTYK, TEAMXXXX
|
13F-HR |
8/14/2018, 04:12 PM |
Q1 2018 |
23 |
$1.49B |
+$390M |
-$20M |
+$370M |
GOOG, LBTYK, AMZN, TEAMXXXX, BKNG
|
13F-HR |
5/15/2018, 04:06 PM |
Q4 2017 |
21 |
$1.44B |
+$340M |
-$61.4M |
+$279M |
GOOG, LBTYK, AMZN, PCLN, TEAMXXXX
|
13F-HR |
2/14/2018, 03:18 PM |
Q3 2017 |
22 |
$1.38B |
+$118M |
-$95.2M |
+$22.5M |
GOOG, LBTYK, AMZN, IACXXXX, META
|
13F-HR |
11/14/2017, 03:39 PM |
Q2 2017 |
23 |
$1.43B |
+$216M |
-$283M |
-$67.1M |
GOOG, LBTYK, IACXXXX, AMZN, TRVG
|
13F-HR |
8/14/2017, 04:25 PM |
Q1 2017 |
23 |
$1.44B |
+$329M |
-$199M |
+$130M |
GOOG, CHTR, LBTYK, PCLN, CMCSA
|
13F-HR |
5/15/2017, 04:21 PM |
Q4 2016 |
20 |
$1.31B |
+$410M |
-$24.1M |
+$386M |
CHTR, GOOG, PCLN, CMCSA, LBTYK
|
13F-HR |
2/14/2017, 03:12 PM |
Q3 2016 |
20 |
$1.05B |
+$73.1M |
-$39.6M |
+$33.5M |
AMZN, CHTR, PCLN, LBTYK, GOOG
|
13F-HR |
11/14/2016, 03:31 PM |
Q2 2016 |
17 |
$927M |
+$333M |
-$55.6M |
+$277M |
AMZN, CHTR, EXPE, LBTYK, PCLN
|
13F-HR |
8/15/2016, 04:08 PM |
Q1 2016 |
18 |
$892M |
+$195M |
-$50.5M |
+$145M |
LBTYK, CHTRXXXX, AMZN, FOX, GOOG
|
13F-HR |
5/16/2016, 04:06 PM |
Q4 2015 |
21 |
$926M |
+$166M |
-$47.7M |
+$119M |
LBTYK, AMZN, MSFT, CMCSA, CHTRXXXX
|
13F-HR |
2/16/2016, 03:06 PM |
Q3 2015 |
20 |
$854M |
+$167M |
-$13.8M |
+$154M |
LBTYK, AMZN, CMCSK, EXPE, MSFT
|
13F-HR |
11/16/2015, 03:05 PM |
Q2 2015 |
25 |
$912M |
+$295M |
-$67.2M |
+$228M |
LBTYK, AMZN, CMCSK, MSFT, EXPE
|
13F-HR |
8/14/2015, 04:05 PM |
Q1 2015 |
22 |
$839M |
+$324M |
-$12.7M |
+$312M |
LBTYK, CMCSA, SBACXXXX, META, EXPE
|
13F-HR |
5/15/2015, 04:09 PM |
Q4 2014 |
21 |
$527M |
+$205M |
-$20.2M |
+$185M |
LBTYK, CMCSA, FOXA, SBACXXXX, PCLN
|
13F-HR |
2/17/2015, 03:21 PM |
Q3 2014 |
26 |
$454M |
+$101M |
-$38.9M |
+$62M |
CMCSA, LBTYK, CCIXXXX, FOXA, AMZN
|
13F-HR |
11/14/2014, 03:05 PM |
Q2 2014 |
23 |
$421M |
+$142M |
-$9M |
+$133M |
CMCSA, LBTYK, CCIXXXX, AMZN, BIDU
|
13F-HR |
8/14/2014, 04:14 PM |
Q1 2014 |
24 |
$367M |
+$227M |
-$2.61M |
+$224M |
LBTYK, CMCSA, AMZN, CCIXXXX, FOXA
|
13F-HR |
5/15/2014, 04:11 PM |
Q4 2013 |
14 |
$213M |
|
|
|
AAPL, LBTYK, EBAY, AMZN, CCIXXXX
|
13F-HR |
2/14/2014, 03:10 PM |