Q2 2024 |
124 |
$3.19B |
+$1.62B |
-$1.4B |
+$217M |
AMZN, SPOT, DECK, DASH, LSTR
|
13F-HR |
8/14/2024, 04:14 PM |
Q1 2024 |
135 |
$3.05B |
+$1.28B |
-$845M |
+$431M |
AMZN, XPO, DKNG, BURL, ULTA
|
13F-HR |
5/15/2024, 04:01 PM |
Q4 2023 |
121 |
$2.36B |
+$734M |
-$1.31B |
-$579M |
AMZN, GE, META, PVH, ASO
|
13F-HR |
2/14/2024, 05:16 PM |
Q3 2023 |
128 |
$2.62B |
+$941M |
-$1.08B |
-$142M |
DKNG, AMZN, GE, STZ, META
|
13F-HR |
11/14/2023, 04:17 PM |
Q2 2023 |
130 |
$2.82B |
+$1.47B |
-$1.43B |
+$35.3M |
PG, AMZN, STZ, SKX, HON
|
13F-HR |
8/14/2023, 04:03 PM |
Q1 2023 |
127 |
$2.64B |
+$1.39B |
-$1.33B |
+$67.7M |
FDX, BURL, EL, RS, LIN
|
13F-HR |
5/15/2023, 04:04 PM |
Q4 2022 |
115 |
$2.47B |
+$1.42B |
-$867M |
+$553M |
RS, BURL, CL, SBUX, QSR
|
13F-HR |
2/14/2023, 04:06 PM |
Q3 2022 |
106 |
$1.69B |
+$1.03B |
-$556M |
+$470M |
QSR, RS, CF, WMT, CMC
|
13F-HR |
11/14/2022, 04:03 PM |
Q2 2022 |
106 |
$1.25B |
+$473M |
-$1.69B |
-$1.21B |
MNST, RS, WFG, CMC, CL
|
13F-HR |
8/15/2022, 05:22 PM |
Q1 2022 |
149 |
$2.67B |
+$1.3B |
-$2.02B |
-$717M |
JBHT, PLNT, NTR, RS, TTWO
|
13F-HR |
5/16/2022, 04:15 PM |
Q4 2021 |
169 |
$3.43B |
+$1.07B |
-$1.88B |
-$810M |
SPB, BBWI, PLNT, UAA, UPS
|
13F-HR |
2/14/2022, 04:11 PM |
Q3 2021 |
209 |
$3.98B |
+$1.51B |
-$3.35B |
-$1.84B |
SPB, BBWI, EA, PVH, RH
|
13F-HR |
11/15/2021, 04:01 PM |
Q2 2021 |
232 |
$5.84B |
+$2.27B |
-$2.56B |
-$292M |
AMZN, MCD, EA, PVH, GAP
|
13F-HR |
8/16/2021, 04:09 PM |
Q1 2021 |
231 |
$5.88B |
+$2.83B |
-$2.13B |
+$701M |
AMZN, GAP, MCD, LVS, BURL
|
13F-HR |
5/17/2021, 04:01 PM |
Q4 2020 |
212 |
$4.72B |
+$2.35B |
-$2.07B |
+$278M |
IAC, LVS, PVH, SPB, MDLZ
|
13F-HR |
2/16/2021, 04:06 PM |
Q3 2020 |
168 |
$3.81B |
+$2.17B |
-$1.48B |
+$682M |
Z, TJX, MTCH, MDLZ, FDX
|
13F-HR |
11/16/2020, 04:05 PM |
Q2 2020 |
143 |
$2.81B |
+$2.19B |
-$621M |
+$1.56B |
ORLY, EXPE, PYPL, DKS, BURL
|
13F-HR |
8/14/2020, 04:01 PM |
Q1 2020 |
92 |
$1.08B |
+$618M |
-$1.9B |
-$1.29B |
ATVI, AMZN, LIN, MA, BURL
|
13F-HR |
5/15/2020, 04:01 PM |
Q4 2019 |
116 |
$2.67B |
+$1.16B |
-$1.09B |
+$64.4M |
UNP, J, JBHT, LIN, MAS
|
13F-HR |
2/14/2020, 05:25 PM |
Q3 2019 |
99 |
$2.46B |
+$973M |
-$1.02B |
-$45.8M |
VMC, UTX, J, TPX, MAS
|
13F-HR |
11/14/2019, 04:11 PM |
Q2 2019 |
108 |
$2.46B |
+$1.03B |
-$1.43B |
-$400M |
HON, DHR, BURL, J, VMC
|
13F-HR |
8/14/2019, 04:04 PM |
Q1 2019 |
109 |
$2.71B |
+$2.25B |
-$426M |
+$1.83B |
HON, META, IAC, V, RS
|
13F-HR |
5/15/2019, 04:06 PM |
Q4 2018 |
62 |
$809M |
+$187M |
-$3.22B |
-$3.04B |
PYPL, IAC, V, LIN, BURL
|
13F-HR |
2/14/2019, 03:04 PM |
Q3 2018 |
146 |
$4.24B |
+$1.41B |
-$2.3B |
-$891M |
AMZN, V, IAC, GOOGL, RCL
|
13F-HR |
11/14/2018, 04:05 PM |
Q2 2018 |
160 |
$4.95B |
+$1.74B |
-$2.69B |
-$952M |
AMZN, EA, STZ, PVH, IAC
|
13F-HR |
8/14/2018, 04:02 PM |
Q1 2018 |
175 |
$5.81B |
+$1.7B |
-$2.92B |
-$1.22B |
V, H, IAC, PVH, ATVI
|
13F-HR |
5/15/2018, 04:00 PM |
Q4 2017 |
192 |
$7.01B |
+$2.71B |
-$2.65B |
+$60.1M |
KNX, META, STZ, DLTR, GOOGL
|
13F-HR |
2/14/2018, 04:28 PM |
Q3 2017 |
182 |
$6.48B |
+$2.67B |
-$2.1B |
+$567M |
META, CHTR, AMZN, ULTA, BABA
|
13F-HR |
11/14/2017, 04:12 PM |
Q2 2017 |
175 |
$5.65B |
+$3.28B |
-$2.55B |
+$733M |
COH, GOOGL, STZ, AMZN, ATVI
|
13F-HR |
8/14/2017, 04:09 PM |
Q1 2017 |
166 |
$4.82B |
+$2.87B |
-$1.68B |
+$1.2B |
ATVI, CHTR, EL, LOW, TJX
|
13F-HR |
5/15/2017, 04:26 PM |
Q4 2016 |
154 |
$3.46B |
+$1.33B |
-$2.23B |
-$897M |
CHTR, TAP, STZ, ORLY, COST
|
13F-HR |
2/14/2017, 05:06 PM |
Q3 2016 |
154 |
$4.32B |
+$1.59B |
-$1.14B |
+$448M |
TAP, ATVI, META, CHTR, AMZN
|
13F-HR |
11/14/2016, 06:36 PM |
Q2 2016 |
155 |
$3.68B |
+$1.64B |
-$1.57B |
+$66.8M |
ATVI, TAP, AMZN, NWL, CHTR
|
13F-HR |
8/15/2016, 04:07 PM |
Q1 2016 |
153 |
$3.6B |
+$1.63B |
-$933M |
+$695M |
SIG, ATVI, TAP, EA, HBI
|
13F-HR |
5/16/2016, 04:07 PM |
Q4 2015 |
124 |
$2.86B |
+$1.27B |
-$1.08B |
+$193M |
SIG, HBI, EA, NKE, COST
|
13F-HR |
2/16/2016, 03:59 PM |
Q3 2015 |
134 |
$2.55B |
+$823M |
-$2.25B |
-$1.43B |
SIG, HBI, EA, AMZN, ULTA
|
13F-HR |
11/16/2015, 03:25 PM |
Q2 2015 |
192 |
$4.2B |
+$1.5B |
-$1.48B |
+$22.8M |
SIG, HBI, NKE, JWN, AMZN
|
13F-HR |
8/14/2015, 11:23 AM |
Q1 2015 |
197 |
$4.19B |
+$1.9B |
-$1.05B |
+$845M |
SIG, HBI, NKE, UTX, LEA
|
13F-HR |
5/14/2015, 11:48 AM |
Q4 2014 |
153 |
$3.29B |
+$1.26B |
-$1.45B |
-$184M |
SIG, HBI, UTX, KMX, LEA
|
13F-HR |
2/13/2015, 11:39 AM |
Q3 2014 |
162 |
$3.24B |
+$1.19B |
-$1.56B |
-$378M |
HBI, SIG, RH, LEA, CHTR
|
13F-HR |
11/14/2014, 01:59 PM |
Q2 2014 |
171 |
$3.67B |
+$1.52B |
-$1.4B |
+$122M |
HBI, KATE, WAG, SIG, CHTR
|
13F-HR |
8/14/2014, 09:36 AM |
Q1 2014 |
185 |
$3.38B |
+$1.44B |
-$1.54B |
-$105M |
KATE, HBI, SIG, JCI, CBS
|
13F-HR |
5/15/2014, 12:32 PM |
Q4 2013 |
164 |
$3.5B |
$0 |
$0 |
|
FNP, HBI, JCI, HTZ, AAP
|
13F-HR |
2/13/2014, 09:21 AM |