| Q2 2024 |
36 |
$511M |
+$112M |
-$127M |
-$15.2M |
GPI, TPR, RYAAY, URBN, GOOGL
|
13F-HR |
8/14/2024, 09:56 AM |
| Q1 2024 |
37 |
$547M |
+$157M |
-$72.8M |
+$84.3M |
RYAAY, GPI, TPR, GOOGL, URBN
|
13F-HR |
5/15/2024, 10:14 AM |
| Q4 2023 |
36 |
$430M |
+$96.2M |
-$179M |
-$83.1M |
RYAAY, GOOGL, MCW, INVH, BLDR
|
13F-HR |
2/14/2024, 09:51 AM |
| Q3 2023 |
49 |
$513M |
+$74.5M |
-$197M |
-$122M |
RYAAY, GOOGL, CVE, DECK, INVH
|
13F-HR |
11/14/2023, 10:55 AM |
| Q2 2023 |
49 |
$662M |
+$128M |
-$173M |
-$45.3M |
RYAAY, DECK, MCW, SU, MODG
|
13F-HR |
8/14/2023, 10:07 AM |
| Q1 2023 |
41 |
$646M |
+$144M |
-$124M |
+$20.3M |
DECK, INVH, SU, BLDR, MODG
|
13F-HR |
5/15/2023, 10:06 AM |
| Q4 2022 |
34 |
$609M |
+$116M |
-$38.9M |
+$77M |
DECK, GOOGL, RYAAY, SU, MCW
|
13F-HR |
2/14/2023, 11:25 AM |
| Q3 2022 |
40 |
$626M |
+$85.7M |
-$89.3M |
-$3.66M |
FNKO, DECK, GOOGL, MCW, BLDR
|
13F-HR |
11/14/2022, 09:15 AM |
| Q2 2022 |
44 |
$722M |
+$192M |
-$138M |
+$54.4M |
FNKO, DECK, MCW, BLDR, DHI
|
13F-HR |
8/15/2022, 10:06 AM |
| Q1 2022 |
35 |
$836M |
+$180M |
-$119M |
+$60.8M |
SU, FNKO, PTON, DECK, PTON
|
13F-HR |
5/16/2022, 09:48 AM |
| Q4 2021 |
33 |
$983M |
+$169M |
-$174M |
-$4.81M |
PTON, FNKO, SU, BLDR, PTON
|
13F-HR |
2/14/2022, 11:39 AM |
| Q3 2021 |
41 |
$1.18B |
+$299M |
-$190M |
+$109M |
PTON, FNKO, DECK, INVH, MCW
|
13F-HR |
11/15/2021, 10:22 AM |
| Q2 2021 |
32 |
$1.21B |
+$222M |
-$160M |
+$62.5M |
PTON, DECK, FNKO, INVH, MODG
|
13F-HR |
8/16/2021, 09:35 AM |
| Q1 2021 |
24 |
$1.04B |
+$198M |
-$517M |
-$319M |
PTON, RH, DECK, TCS, MODG
|
13F-HR |
5/17/2021, 09:49 AM |
| Q4 2020 |
27 |
$1.54B |
+$328M |
-$706M |
-$377M |
PTON, PTON, REAL, GLD, PRPL
|
13F-HR |
2/16/2021, 08:25 AM |
| Q3 2020 |
28 |
$1.75B |
+$381M |
-$128M |
+$253M |
PTON, PTON, SPG, PRPL, DECK
|
13F-HR |
11/16/2020, 09:58 AM |
| Q2 2020 |
31 |
$1.3B |
+$550M |
-$255M |
+$295M |
PTON, PTON, SPG, REAL, DECK
|
13F-HR |
8/14/2020, 02:14 PM |
| Q1 2020 |
30 |
$704M |
+$404M |
-$57M |
+$347M |
PTON, AMZN, DECK, TWTR, CROX
|
13F-HR |
5/15/2020, 10:46 AM |
| Q4 2019 |
28 |
$659M |
+$180M |
-$159M |
+$21M |
PTON, CROX, GOOGL, DAL, SMPL
|
13F-HR |
2/14/2020, 08:25 AM |
| Q3 2019 |
29 |
$643M |
+$211M |
-$73.4M |
+$138M |
CROX, PTON, RYAAY, CARG, GOOGL
|
13F-HR |
11/14/2019, 09:42 AM |
| Q2 2019 |
26 |
$585M |
+$214M |
-$41.8M |
+$172M |
CROX, CARG, RYAAY, GOOGL, FNKO
|
13F-HR |
8/14/2019, 07:47 AM |
| Q1 2019 |
24 |
$483M |
+$141M |
-$10.6M |
+$131M |
FNKO, VNQ, RYAAY, GOOGL, AMZN
|
13F-HR |
5/15/2019, 10:43 AM |
| Q4 2018 |
28 |
$374M |
+$167M |
-$31.8M |
+$135M |
VNQ, GOOGL, RYAAY, OOMA, BPY
|
13F-HR |
2/14/2019, 08:44 AM |
| Q3 2018 |
34 |
$377M |
+$124M |
-$9.22M |
+$114M |
BPY, SMPL, OOMA, FNKO, KHC
|
13F-HR |
11/14/2018, 10:11 AM |
| Q2 2018 |
35 |
$301M |
+$93.5M |
-$23.4M |
+$70.1M |
GGP, OOMA, SMPL, KHC, IYR
|
13F-HR |
8/14/2018, 10:00 AM |
| Q1 2018 |
30 |
$248M |
+$82.5M |
-$14.1M |
+$68.4M |
GGP, SMPL, OOMA, IYR, SPG
|
13F-HR |
5/15/2018, 10:12 AM |
| Q4 2017 |
32 |
$237M |
+$46.2M |
-$77.4M |
-$31.1M |
GGP, IYR, OOMA, SMPL, SPG
|
13F-HR |
2/14/2018, 07:22 AM |
| Q3 2017 |
33 |
$267M |
+$141M |
-$22.7M |
+$118M |
SPG, GGP, IYR, OOMA, AMZN
|
13F-HR |
11/14/2017, 08:44 AM |
| Q2 2017 |
31 |
$175M |
+$79.7M |
-$11.4M |
+$68.3M |
SPG, IYR, AMZN, OOMA, DLB
|
13F-HR |
8/14/2017, 07:26 AM |
| Q1 2017 |
25 |
$123M |
+$54.9M |
-$5.77M |
+$49.1M |
IYR, OOMA, AMZN, IBKR, DLB
|
13F-HR |
5/15/2017, 10:11 AM |
| Q4 2016 |
25 |
$90.4M |
|
|
|
OOMA, AMZN, IBKR, COMM, ETSY
|
13F-HR |
2/14/2017, 07:39 AM |