| Q2 2024 |
19 |
$99.7M |
+$43.2M |
-$14.9M |
+$28.4M |
GOOGL, NU, SNOW, AMZN, CPNG
|
13F-HR |
8/13/2024, 04:30 PM |
| Q1 2024 |
20 |
$68.2M |
+$12.8M |
-$36.3M |
-$23.5M |
GOOGL, NU, AMZN, SQ, CPNG
|
Restatement |
5/14/2024, 06:40 PM |
| Q4 2023 |
18 |
$84.9M |
+$22.1M |
-$32M |
-$9.89M |
NU, AMZN, UBER, CPNG, SQ
|
13F-HR |
2/13/2024, 10:34 AM |
| Q3 2023 |
23 |
$87.5M |
+$31.8M |
-$4.88M |
+$26.9M |
AMZN, UBER, DASH, DLO, NU
|
Restatement |
11/13/2023, 04:02 PM |
| Q2 2023 |
12 |
$58M |
+$7.43M |
-$4.21M |
+$3.22M |
AMZN, UBER, DASH, NU, PDD
|
13F-HR |
8/9/2023, 03:46 PM |
| Q1 2023 |
14 |
$46.7M |
+$12.6M |
-$7.72M |
+$4.91M |
AMZN, UBER, DASH, NU, YMM
|
Restatement |
5/11/2023, 03:52 PM |
| Q4 2022 |
15 |
$38.7M |
+$4.01M |
-$17.8M |
-$13.8M |
AMZN, UBER, DASH, BZ, DLO
|
13F-HR |
2/13/2023, 10:51 AM |
| Q3 2022 |
44 |
$122M |
+$28.7M |
-$2.77M |
+$25.9M |
GOOGL, AMZN, UBER, NFLX, DASH
|
13F-HR |
11/14/2022, 12:14 PM |
| Q2 2022 |
43 |
$123M |
+$33.2M |
-$1.1M |
+$32.1M |
GOOGL, AMZN, UBER, DASH, DLO
|
13F-HR |
8/12/2022, 02:17 PM |
| Q1 2022 |
32 |
$192M |
+$30.5M |
-$25.3M |
+$5.16M |
GOOGL, AMZN, UBER, U, NFLX
|
13F-HR |
5/13/2022, 02:38 PM |
| Q4 2021 |
33 |
$263M |
|
|
|
GOOGL, UBER, AMZN, NFLX, DASH
|
13F-HR |
2/14/2022, 01:41 PM |