| Q2 2024 |
321 |
$297M |
+$199M |
-$87.2M |
+$112M |
SPY, IWM, KMX, ANF, TGT
|
13F-HR |
8/13/2024, 05:47 PM |
| Q1 2024 |
264 |
$192M |
+$109M |
-$118M |
-$9.15M |
SPY, DLTR, GPS, FIVE, LUV
|
13F-HR |
5/15/2024, 10:51 AM |
| Q4 2023 |
251 |
$187M |
+$93M |
-$91.5M |
+$1.5M |
IWM, LYFT, SPY, COIN, SHOP
|
13F-HR |
2/13/2024, 12:01 PM |
| Q3 2023 |
458 |
$168M |
+$78M |
-$159M |
-$81.2M |
IWM, SPY, ULTA, TJX, FIVE
|
13F-HR |
11/8/2023, 12:29 PM |
| Q2 2023 |
503 |
$262M |
+$142M |
-$129M |
+$13M |
SPY, IWM, GOOGL, SKX, ROKU
|
13F-HR |
8/15/2023, 02:41 PM |
| Q1 2023 |
325 |
$239M |
+$128M |
-$31.5M |
+$96.4M |
SPY, IWM, ROKU, CCL, GOOG
|
13F-HR |
5/12/2023, 04:38 PM |
| Q4 2022 |
311 |
$216M |
+$102M |
-$108M |
-$6M |
SPY, JNK, HUBS, ULTA, LYV
|
13F-HR |
2/14/2023, 03:33 PM |
| Q3 2022 |
574 |
$468M |
+$254M |
-$141M |
+$113M |
JNK, ROKU, LULU, SHW, CROX
|
13F-HR |
11/14/2022, 02:56 PM |
| Q2 2022 |
641 |
$606M |
+$350M |
-$248M |
+$102M |
JNK, T, DGX, CMCSA, AZO
|
13F-HR |
8/12/2022, 10:16 AM |
| Q1 2022 |
780 |
$1.1B |
+$701M |
-$256M |
+$445M |
SPY, KMX, SIRI, DECK, TPR
|
13F-HR |
5/11/2022, 06:08 PM |
| Q4 2021 |
798 |
$1.14B |
+$638M |
-$608M |
+$30.2M |
KMX, HUBS, AAPL, SIRI, CVS
|
13F-HR |
2/11/2022, 08:24 AM |
| Q3 2021 |
973 |
$1.79B |
+$1.14B |
-$1.13B |
+$7.63M |
SPY, CVS, SNAP, WBA, KR
|
13F-HR |
11/12/2021, 09:33 AM |
| Q2 2021 |
887 |
$1.83B |
+$1.39B |
-$577M |
+$811M |
UBER, SNAP, AAPL, DIS, SQ
|
13F-HR |
8/13/2021, 12:10 PM |
| Q1 2021 |
826 |
$978M |
+$699M |
-$609M |
+$90M |
JNK, MA, JPM, RL, INTC
|
13F-HR |
5/6/2021, 03:29 PM |
| Q4 2020 |
660 |
$845M |
+$525M |
-$180M |
+$345M |
SHW, TSCO, BRKB, HOG, FIVE
|
13F-HR |
2/12/2021, 09:50 AM |
| Q3 2020 |
580 |
$735M |
+$496M |
-$112M |
+$384M |
PLNT, EA, TSCO, BBY, V
|
13F-HR |
11/13/2020, 11:31 AM |
| Q2 2020 |
502 |
$616M |
+$547M |
-$21.5M |
+$526M |
IWM, DPZ, AMZN, PYPL, MSFT
|
13F-HR |
8/13/2020, 04:29 PM |
| Q1 2020 |
167 |
$107M |
+$60.7M |
-$100M |
-$39.5M |
IWM, SPY, CMCSA, SIRI, KR
|
13F-HR |
5/14/2020, 09:54 AM |
| Q4 2019 |
765 |
$878M |
+$628M |
-$122M |
+$506M |
AMZN, DG, TMUS, SBUX, HYG
|
13F-HR |
2/14/2020, 03:56 PM |
| Q3 2019 |
689 |
$658M |
+$429M |
-$132M |
+$297M |
SPY, JNK, IWM, BX, UNH
|
13F-HR |
11/12/2019, 03:54 PM |
| Q2 2019 |
681 |
$761M |
+$558M |
-$114M |
+$444M |
SPY, IWM, JNK, TWLO, TXRH
|
13F-HR |
8/14/2019, 02:35 PM |
| Q1 2019 |
654 |
$714M |
+$553M |
-$81.9M |
+$471M |
CRM, XEL, TWLO, MSFT, BILI
|
13F-HR |
5/14/2019, 04:42 PM |
| Q4 2018 |
613 |
$538M |
|
|
|
IWM, SPY, CTXS, AKAM, CCL
|
13F-HR |
2/12/2019, 04:00 PM |