| Q1 2024 |
10 |
$353M |
+$3.74M |
-$7.07M |
-$3.33M |
AMZN, BN, BRKA, MSFT, MKL, SHOP |
13F-HR |
5/15/2024, 09:24 AM |
| Q4 2023 |
10 |
$323M |
+$41.3M |
-$42.3M |
-$1.01M |
AMZN, BN, BRKA, MSFT, MKL, SHOP |
13F-HR |
2/14/2024, 08:17 AM |
| Q3 2023 |
9 |
$279M |
+$27.4M |
-$19.6M |
+$7.76M |
AMZN, BN, MKL, GOOGL, MSFT, MNDY |
13F-HR |
11/14/2023, 08:48 AM |
| Q2 2023 |
10 |
$274M |
+$40.3M |
-$53.5M |
-$13.2M |
AMZN, BN, MKL, MSFT, GOOGL, SPOT |
13F-HR |
8/14/2023, 08:34 AM |
| Q1 2023 |
12 |
$251M |
+$46.4M |
-$24M |
+$22.4M |
AMZN, BN, GOOGL, MSFT, CRM, SPOT |
13F-HR |
5/15/2023, 08:46 AM |
| Q4 2022 |
11 |
$210M |
+$35.9M |
-$100M |
-$64.1M |
AMZN, BN, CRM, GOOGL, NFLX, SHOP |
13F-HR |
2/14/2023, 07:52 AM |
| Q3 2022 |
10 |
$275M |
+$56.1M |
|
+$56.1M |
AMZN, CRM, BAMXXXX, GOOGL, NFLX, SHOP |
13F-HR |
11/14/2022, 07:52 AM |
| Q2 2022 |
10 |
$251M |
+$85.2M |
-$10.3M |
+$75M |
AMZN, CRM, BAMXXXX, GOOGL, SHOP, NFLX |
13F-HR |
8/15/2022, 09:15 AM |
| Q1 2022 |
11 |
$359M |
+$117M |
-$8.63M |
+$108M |
AMZN, CRM, BAMXXXX, SHOP, GOOGL, NFLX |
13F-HR |
5/16/2022, 08:09 AM |
| Q4 2021 |
9 |
$308M |
+$42.8M |
-$22.3M |
+$20.5M |
CRM, BAMXXXX, SPOT, AMZN, TRUP, NFLX |
13F-HR |
2/14/2022, 08:01 AM |
| Q3 2021 |
9 |
$306M |
+$15.3M |
-$19.5M |
-$4.14M |
CRM, BAMXXXX, SPOT, TRUP, AMZN, NFLX |
13F-HR |
11/15/2021, 07:32 AM |
| Q2 2021 |
11 |
$333M |
+$68.5M |
-$19.6M |
+$48.9M |
CRM, TRUP, BAMXXXX, SPOT, HUBS, AMZN |
13F-HR |
8/16/2021, 10:21 AM |
| Q1 2021 |
9 |
$239M |
+$4.39M |
-$18M |
-$13.6M |
BAMXXXX, CRM, TRUP, HUBS, AMZN, GOOGL |
13F-HR |
5/21/2021, 02:40 PM |
| Q4 2020 |
9 |
$267M |
+$26.4M |
-$17.4M |
+$8.99M |
TRUP, BAMXXXX, CRM, SPOT, HUBS, AMZN |
13F-HR |
2/16/2021, 09:07 AM |
| Q3 2020 |
10 |
$260M |
+$39.4M |
-$35.2M |
+$4.2M |
CRM, TRUP, BAMXXXX, AMZN, NFLX, SPOT |
13F-HR |
11/16/2020, 05:13 AM |
| Q2 2020 |
9 |
$209M |
+$44.5M |
-$11.6M |
+$32.8M |
TRUP, CRM, AMZN, BAMXXXX, NFLX, SPOT |
13F-HR |
8/14/2020, 08:39 AM |
| Q1 2020 |
9 |
$152M |
+$41.1M |
-$24.2M |
+$16.8M |
AMZN, BAMXXXX, TRUP, NFLX, GOOGL, CRM |
13F-HR |
5/15/2020, 06:05 AM |
| Q4 2019 |
11 |
$201M |
+$11.6M |
-$7.39M |
+$4.19M |
BAMXXXX, TRUP, NFLX, AMZN, KKR, META |
13F-HR |
2/14/2020, 08:05 AM |
| Q3 2019 |
11 |
$172M |
+$32.3M |
-$12.7M |
+$19.6M |
BAMXXXX, AMZN, NFLX, KKR, TRUP, META |
13F-HR |
11/14/2019, 08:02 AM |
| Q2 2019 |
9 |
$182M |
+$28.9M |
-$10M |
+$18.9M |
BAMXXXX, AMZN, TRUP, KKR, NFLX, META |
13F-HR |
8/14/2019, 10:11 AM |
| Q1 2019 |
9 |
$168M |
+$36.7M |
|
+$36.7M |
BAMXXXX, AMZN, TRUP, NFLX, KKR, W |
13F-HR |
5/15/2019, 09:38 AM |
| Q4 2018 |
8 |
$103M |
|
|
|
BAMXXXX, AMZN, KKR, TRUP, NFLX, SHAK |
13F-HR |
2/14/2019, 08:31 AM |