Q2 2024 |
25 |
$237M |
+$29.1M |
-$15.1M |
+$14M |
SIMO, LOPE, PJT, BLBD, WSC
|
13F-HR |
8/14/2024, 04:02 PM |
Q1 2024 |
19 |
$225M |
+$9.23M |
-$70.6M |
-$61.4M |
LOPE, PJT, SIMO, FIVN, WSC
|
13F-HR |
5/15/2024, 04:06 PM |
Q4 2023 |
28 |
$275M |
+$43.4M |
-$31.6M |
+$11.8M |
PJT, LOPE, FIVN, WSC, SEAT
|
13F-HR |
2/14/2024, 04:00 PM |
Q3 2023 |
28 |
$234M |
+$36M |
-$41.7M |
-$5.69M |
PJT, LOPE, FIVN, SEAT, POOL
|
13F-HR |
11/14/2023, 04:00 PM |
Q2 2023 |
30 |
$264M |
+$60.5M |
-$40.2M |
+$20.3M |
PJT, FIVN, INMD, LOPE, SIMO
|
13F-HR |
8/14/2023, 04:14 PM |
Q1 2023 |
33 |
$221M |
+$26.2M |
-$14.2M |
+$11.9M |
LOPE, PJT, FIVN, POOL, AMT
|
13F-HR |
5/15/2023, 04:09 PM |
Q4 2022 |
29 |
$193M |
+$19.3M |
-$24.5M |
-$5.17M |
LOPE, PJT, INMD, AMT, SIMO
|
13F-HR |
2/14/2023, 04:14 PM |
Q3 2022 |
30 |
$190M |
+$26.6M |
-$17.7M |
+$8.9M |
LOPE, PJT, AMT, POOL, FIVN
|
13F-HR |
11/14/2022, 04:21 PM |
Q2 2022 |
27 |
$197M |
+$33.7M |
-$34.4M |
-$653K |
LOPE, AMT, SIMO, FIVN, PJT
|
13F-HR |
8/15/2022, 05:22 PM |
Q1 2022 |
27 |
$215M |
+$19.5M |
-$27M |
-$7.58M |
LOPE, FIVN, MLKN, AMT, POOL
|
13F-HR |
5/16/2022, 04:19 PM |
Q4 2021 |
29 |
$254M |
+$32.6M |
-$65M |
-$32.4M |
LOPE, FIVN, POOL, AMT, MLKN
|
13F-HR |
2/14/2022, 04:49 PM |
Q3 2021 |
34 |
$303M |
+$65.5M |
-$31.2M |
+$34.3M |
SMLR, LOPE, FIVN, FLWS, OPRX
|
13F-HR |
11/15/2021, 04:28 PM |
Q2 2021 |
33 |
$269M |
+$56.8M |
-$34.9M |
+$21.9M |
FIVN, FLWS, LOPE, POOL, OPRX
|
13F-HR |
8/16/2021, 04:20 PM |
Q1 2021 |
31 |
$227M |
+$37.4M |
-$76.7M |
-$39.3M |
LOPE, FIVN, POOL, AMT, MLKN
|
13F-HR |
5/17/2021, 04:20 PM |
Q4 2020 |
22 |
$242M |
+$58M |
-$32.1M |
+$25.8M |
FIVN, LOPE, POOL, PJT, AMT
|
13F-HR |
2/16/2021, 04:32 PM |
Q3 2020 |
24 |
$190M |
+$20.2M |
-$1.54M |
+$18.6M |
FIVN, LOPE, AMZN, AMT, POOL
|
13F-HR |
11/16/2020, 04:57 PM |
Q2 2020 |
19 |
$165M |
+$6.15M |
-$19.9M |
-$13.7M |
FIVN, LOPE, AMT, AMZN, EHTH
|
13F-HR |
8/14/2020, 04:23 PM |
Q1 2020 |
21 |
$147M |
+$39.4M |
-$42.1M |
-$2.7M |
EHTH, LOPE, FIVN, AMT, AMZN
|
13F-HR |
5/15/2020, 04:19 PM |
Q4 2019 |
22 |
$163M |
+$20.6M |
-$72.6M |
-$52M |
FIVN, LOPE, NXST, AMT, EHTH
|
13F-HR |
2/14/2020, 04:47 PM |
Q3 2019 |
27 |
$198M |
+$25.1M |
-$49.7M |
-$24.6M |
FIVN, LOPE, NXST, AMT, LOGM
|
13F-HR |
11/14/2019, 04:21 PM |
Q2 2019 |
27 |
$235M |
+$51.8M |
-$19.6M |
+$32.1M |
LOPE, FIVN, FNKO, LOGM, AMT
|
13F-HR |
8/14/2019, 05:06 PM |
Q1 2019 |
26 |
$194M |
+$32.2M |
-$35.2M |
-$3.02M |
FIVN, LOPE, AMT, LOGM, NXST
|
13F-HR |
5/15/2019, 05:02 PM |
Q4 2018 |
26 |
$168M |
+$30.4M |
-$32.3M |
-$1.97M |
FIVN, LOPE, LOGM, SIMO, AMT
|
13F-HR |
2/14/2019, 05:41 PM |
Q3 2018 |
28 |
$205M |
+$23.9M |
-$41.4M |
-$17.6M |
FIVN, LOPE, SIMO, BFH, LOGM
|
13F-HR |
11/14/2018, 05:37 PM |
Q2 2018 |
28 |
$217M |
+$39.7M |
-$17.8M |
+$21.9M |
LOPE, SIMO, BFH, WW, FIVN
|
13F-HR |
8/14/2018, 04:23 PM |
Q1 2018 |
25 |
$177M |
+$44.2M |
-$39.9M |
+$4.28M |
LOPE, SIMO, WW, FIVN, BFH
|
13F-HR |
5/15/2018, 11:45 AM |
Q4 2017 |
24 |
$157M |
+$25.1M |
-$61.7M |
-$36.5M |
LOPE, BFH, SIMO, CPS, FIVN
|
13F-HR |
2/14/2018, 12:35 PM |
Q3 2017 |
25 |
$186M |
+$28.9M |
-$19.1M |
+$9.87M |
LOPE, WAGE, RGC, SIMO, EGHT
|
13F-HR |
11/14/2017, 04:38 PM |
Q2 2017 |
22 |
$183M |
+$59.6M |
-$28.2M |
+$31.4M |
LOPE, MEET, TRUE, EGHT, BFH
|
13F-HR |
8/14/2017, 04:59 PM |
Q1 2017 |
23 |
$144M |
+$16.4M |
-$27M |
-$10.6M |
LOPE, MEET, CPS, WAGE, TRUE
|
13F-HR |
5/12/2017, 06:59 PM |
Q4 2016 |
23 |
$142M |
+$9.88M |
-$23.5M |
-$13.7M |
LOPE, MEET, CPS, WAGE, TNAV
|
13F-HR |
2/14/2017, 01:36 PM |
Q3 2016 |
25 |
$138M |
+$26.3M |
-$10.8M |
+$15.5M |
LOPE, WAGE, TNAV, CPS, MEET
|
13F-HR |
11/14/2016, 12:44 PM |
Q2 2016 |
24 |
$113M |
+$27.4M |
-$4.61M |
+$22.8M |
LOPE, WAGE, TNAV, EGHT, CUTR
|
13F-HR |
8/12/2016, 05:39 PM |
Q1 2016 |
21 |
$84.4M |
+$11.9M |
-$45.2M |
-$33.3M |
LOPE, TNAV, WAGE, AMT, RGC
|
13F-HR |
5/13/2016, 10:28 AM |
Q4 2015 |
21 |
$118M |
$0 |
$0 |
|
LOPE, RGC, TNAV, CPS, AMT
|
13F-HR |
2/12/2016, 04:28 PM |