Q2 2021 |
20 |
$573M |
+$80.7M |
-$396M |
-$315M |
MTCH, BKNG, AMZN, WIX, RH
|
13F-HR |
8/16/2021, 04:05 PM |
Q1 2021 |
25 |
$808M |
+$528M |
-$337M |
+$191M |
WIX, META, BKNG, MTCH, WDC
|
13F-HR |
5/14/2021, 05:34 PM |
Q4 2020 |
37 |
$1.2B |
+$717M |
-$270M |
+$446M |
AMZN, WDC, BKNG, SPY, NFLX
|
13F-HR |
2/16/2021, 03:34 PM |
Q3 2020 |
34 |
$935M |
+$713M |
-$85.5M |
+$627M |
SPY, MU, GLD, MTCH, IWM
|
13F-HR |
11/16/2020, 03:14 PM |
Q2 2020 |
40 |
$612M |
+$347M |
-$345M |
+$2.81M |
MTCH, ZNGA, AAPL, ESTC, CRWD
|
13F-HR |
8/14/2020, 04:51 PM |
Q1 2020 |
65 |
$1.19B |
+$863M |
-$98.2M |
+$765M |
SPY, AAPL, DIS, ZNGA, T
|
13F-HR |
5/15/2020, 04:02 PM |
Q4 2019 |
37 |
$1.18B |
+$692M |
-$188M |
+$505M |
IWM, WMT, QQQ, AAPL, XRT
|
13F-HR |
2/14/2020, 03:03 PM |
Q3 2019 |
42 |
$1.07B |
+$597M |
-$216M |
+$381M |
META, AMZN, ZNGA, XRT, SMH
|
13F-HR |
11/14/2019, 03:06 PM |
Q2 2019 |
48 |
$1.46B |
+$1.07B |
-$59.2M |
+$1.01B |
QQQ, MSFT, DIS, NFLX, SMH
|
13F-HR |
8/14/2019, 04:07 PM |
Q1 2019 |
39 |
$725M |
+$451M |
-$112M |
+$339M |
ZNGA, SIRI, GM, IACXXXX, BBBYQ
|
13F-HR |
5/15/2019, 04:22 PM |
Q4 2018 |
36 |
$592M |
+$181M |
-$116M |
+$65.1M |
ZNGA, CBS, IACXXXX, META, PZZA
|
13F-HR |
2/14/2019, 03:17 PM |
Q3 2018 |
46 |
$916M |
+$413M |
-$156M |
+$258M |
PZZA, CBS, IACXXXX, IWM, ZNGA
|
13F-HR |
11/14/2018, 03:21 PM |
Q2 2018 |
39 |
$837M |
+$419M |
-$142M |
+$277M |
META, ETSY, GM, IACXXXX, ZNGA
|
13F-HR |
8/14/2018, 04:28 PM |
Q1 2018 |
32 |
$635M |
+$289M |
-$98.6M |
+$190M |
ETSY, META, XPO, WDC, DY
|
13F-HR |
5/15/2018, 04:30 PM |
Q4 2017 |
27 |
$652M |
+$296M |
-$68.1M |
+$228M |
XPO, GOOGL, DY, ETSY, AMZN
|
13F-HR |
2/14/2018, 05:10 PM |
Q3 2017 |
30 |
$585M |
+$319M |
-$35.4M |
+$284M |
ETSY, XPO, CTAS, DY, LC
|
13F-HR |
11/14/2017, 03:37 PM |
Q2 2017 |
33 |
$494M |
+$278M |
-$68.8M |
+$209M |
ETSY, ADBE, XPO, UPS, WDC
|
13F-HR |
8/14/2017, 04:47 PM |
Q1 2017 |
33 |
$424M |
+$277M |
-$35.9M |
+$241M |
CSCO, EBAY, GM, WMT, XPO
|
13F-HR |
5/15/2017, 04:19 PM |
Q4 2016 |
30 |
$232M |
|
|
|
CHRW, AAPL, WDC, CMCSA, DY
|
13F-HR |
2/14/2017, 02:40 PM |