Q2 2024 |
45 |
$366M |
+$58.1M |
-$75.4M |
-$17.3M |
MU, AMZN, TDG, SATS, MSFT
|
13F-HR |
8/14/2024, 10:11 AM |
Q1 2024 |
41 |
$361M |
+$31.4M |
-$43.6M |
-$12.2M |
AMZN, TDG, MSFT, MU, AR
|
13F-HR |
5/15/2024, 10:53 AM |
Q4 2023 |
42 |
$325M |
+$52.1M |
-$24.3M |
+$27.7M |
AMZN, GOOGL, MSFT, TDG, SATS
|
13F-HR |
2/14/2024, 10:45 AM |
Q3 2023 |
15 |
$277M |
+$3.36M |
-$23.9M |
-$20.5M |
GOOGL, AMZN, MSFT, TDG, DISH
|
13F-HR |
11/14/2023, 08:14 AM |
Q2 2023 |
15 |
$300M |
+$30M |
|
+$30M |
GOOGL, AMZN, MSFT, TDG, AR
|
13F-HR |
8/14/2023, 01:42 PM |
Q1 2023 |
14 |
$247M |
+$66M |
|
+$66M |
GOOGL, AMZN, MSFT, TDG, AR
|
13F-HR |
5/15/2023, 04:25 PM |
Q4 2022 |
13 |
$200M |
+$66.3M |
-$16M |
+$50.2M |
MSFT, AMZN, DISH, TDG, GOOG
|
13F-HR |
2/14/2023, 09:15 AM |
Q3 2022 |
14 |
$175M |
+$41.7M |
-$21.6M |
+$20.1M |
DISH, GOOGL, AR, AMZN, MU
|
13F-HR |
11/14/2022, 10:37 AM |
Q2 2022 |
14 |
$232M |
+$79.7M |
-$16.6M |
+$63M |
GOOGL, DISH, MU, AMZN, AR
|
13F-HR |
8/15/2022, 11:37 AM |
Q1 2022 |
16 |
$265M |
+$26.4M |
-$15.6M |
+$10.8M |
DISH, MU, AR, AMZN, GOOGL
|
13F-HR |
5/16/2022, 11:47 AM |
Q4 2021 |
17 |
$294M |
+$15M |
-$22M |
-$7M |
MU, DISH, INTC, GM, AMZN
|
13F-HR |
2/14/2022, 11:03 AM |
Q3 2021 |
16 |
$329M |
+$26.8M |
-$73.9M |
-$47.1M |
DISH, MU, GM, INTC, AMZN
|
13F-HR |
11/12/2021, 07:21 PM |
Q2 2021 |
19 |
$396M |
+$84.6M |
-$30.8M |
+$53.8M |
DISH, MU, INTC, GM, PTON
|
13F-HR |
8/16/2021, 12:28 PM |
Q1 2021 |
18 |
$322M |
+$49.2M |
-$71.4M |
-$22.3M |
MU, DISH, INTC, GM, TMUS
|
13F-HR |
5/17/2021, 10:29 AM |
Q4 2020 |
17 |
$311M |
+$42M |
-$46.8M |
-$4.79M |
MU, DISH, GM, CHTR, DIS
|
13F-HR |
2/16/2021, 08:55 AM |
Q3 2020 |
20 |
$275M |
+$69.4M |
-$21.2M |
+$48.2M |
GLD, DISH, CHTR, DIS, MU
|
13F-HR |
11/16/2020, 01:46 PM |
Q2 2020 |
20 |
$237M |
+$21M |
-$71.4M |
-$50.4M |
DISH, CHTR, GLD, MU, AMZN
|
13F-HR |
8/14/2020, 08:16 AM |
Q1 2020 |
21 |
$278M |
+$114M |
-$21.9M |
+$92.2M |
SPY, CHTR, MSFT, GLD, TMUS
|
13F-HR |
5/15/2020, 10:29 AM |
Q4 2019 |
18 |
$280M |
+$39.8M |
-$24.3M |
+$15.4M |
TDG, CHTR, DIS, BX, GLD
|
13F-HR |
2/14/2020, 07:21 AM |
Q3 2019 |
21 |
$284M |
+$113M |
-$4.02M |
+$109M |
CHTR, TDG, AM, GLD, BX
|
13F-HR |
11/14/2019, 08:41 AM |
Q2 2019 |
15 |
$227M |
+$41.3M |
-$27.6M |
+$13.7M |
CHTR, TDG, BXXXXX, AM, CISN
|
13F-HR |
8/14/2019, 01:29 PM |
Q1 2019 |
17 |
$246M |
+$60.3M |
-$51M |
+$9.31M |
CHTR, GOOGL, AM, ET, TDG
|
13F-HR |
5/13/2019, 05:48 PM |
Q4 2018 |
16 |
$241M |
+$97.5M |
-$42.7M |
+$54.9M |
AR, ET, GOOGL, ATH, AMGP
|
13F-HR |
2/14/2019, 08:21 AM |
Q3 2018 |
17 |
$268M |
|
|
|
CISN, TDG, NRG, CHTR, ATH
|
13F-HR |
11/15/2018, 04:02 PM |