Q3 2024 |
39 |
$885M |
+$89.3M |
-$149M |
-$59.6M |
SPOT, TKO, GRAB, AMZN, MELI
|
13F-HR |
11/14/2024, 08:00 AM |
Q2 2024 |
39 |
$878M |
+$138M |
-$151M |
-$13.4M |
SPOT, TKO, UBER, AMZN, GRAB
|
13F-HR |
8/14/2024, 01:32 PM |
Q1 2024 |
38 |
$890M |
+$115M |
-$167M |
-$51.4M |
SPOT, UBER, TKO, AMZN, DIS
|
13F-HR |
5/15/2024, 08:19 AM |
Q4 2023 |
37 |
$875M |
+$77.3M |
-$165M |
-$87.5M |
UBER, SPOT, AMZN, TKO, CHTR
|
13F-HR |
2/14/2024, 09:25 AM |
Q3 2023 |
38 |
$833M |
+$133M |
-$176M |
-$43.3M |
SPOT, UBER, AMZN, QTWO, VRNS
|
13F-HR |
11/14/2023, 09:06 AM |
Q2 2023 |
36 |
$900M |
+$45.6M |
-$132M |
-$86.1M |
SPOT, UBER, META, FIVN, CHTR
|
13F-HR |
8/14/2023, 06:04 AM |
Q1 2023 |
36 |
$889M |
+$77.7M |
-$509M |
-$431M |
META, SPOT, UBER, DASH, PANW
|
13F-HR |
5/15/2023, 06:08 AM |
Q4 2022 |
35 |
$1.15B |
+$62.4M |
-$511M |
-$448M |
SPOT, GRAB, TMUS, UBER, FIVE
|
13F-HR |
2/14/2023, 06:06 AM |
Q3 2022 |
31 |
$1.58B |
+$152M |
-$167M |
-$15M |
TMUS, VRNS, PANW, UBER, FWONK
|
13F-HR |
11/14/2022, 08:36 AM |
Q2 2022 |
29 |
$1.65B |
+$212M |
-$410M |
-$198M |
TMUS, FWONK, FIVN, CHTR, AMZN
|
13F-HR |
8/15/2022, 06:09 AM |
Q1 2022 |
32 |
$2.62B |
+$452M |
-$310M |
+$142M |
TMUS, SKX, UBER, FWONK, SMAR
|
13F-HR |
5/16/2022, 06:02 AM |
Q4 2021 |
31 |
$2.77B |
+$519M |
-$597M |
-$77.9M |
TMUS, SPOT, KDP, SKX, FTCHF
|
13F-HR |
2/14/2022, 08:00 AM |
Q3 2021 |
36 |
$2.89B |
+$316M |
-$414M |
-$97.7M |
TMUS, SPOT, DASH, FTCHF, FWONK
|
13F-HR |
11/15/2021, 06:11 AM |
Q2 2021 |
36 |
$3.21B |
+$597M |
-$623M |
-$25.7M |
FTCHF, SPOT, DASH, EAT, SKX
|
13F-HR |
8/16/2021, 06:08 AM |
Q1 2021 |
40 |
$3.05B |
+$660M |
-$689M |
-$30M |
FTCHF, EAT, FWONK, SPOT, TWTR
|
13F-HR |
5/17/2021, 06:12 AM |
Q4 2020 |
34 |
$3.08B |
+$457M |
-$499M |
-$42.2M |
FTCHF, SPOT, DIS, FWONK, SKX
|
13F-HR |
2/16/2021, 09:23 AM |
Q3 2020 |
33 |
$2.37B |
+$447M |
-$523M |
-$75.7M |
FTCHF, SKX, QSR, FWONK, DIS
|
13F-HR |
11/16/2020, 06:12 AM |
Q2 2020 |
34 |
$2.23B |
+$598M |
-$451M |
+$148M |
FTCHF, SPOT, QSR, SKX, QTWO
|
13F-HR |
8/14/2020, 06:03 AM |
Q1 2020 |
34 |
$1.5B |
+$566M |
-$467M |
+$98.4M |
AMZN, FTCHF, PANW, SKX, SPOT
|
13F-HR |
5/15/2020, 06:03 AM |
Q4 2019 |
26 |
$1.81B |
+$526M |
-$556M |
-$30.3M |
SPOT, PARA, AMZN, FTCHF, PANW
|
13F-HR |
2/14/2020, 06:19 AM |
Q3 2019 |
33 |
$1.68B |
+$427M |
-$209M |
+$219M |
AMZN, SPOT, SKX, TWTR, WH
|
13F-HR |
11/14/2019, 06:08 AM |
Q2 2019 |
32 |
$1.47B |
+$254M |
-$364M |
-$110M |
CBS, SPOT, AMZN, TWTR, WH
|
13F-HR |
8/14/2019, 09:39 AM |
Q1 2019 |
35 |
$1.58B |
+$261M |
-$320M |
-$58.8M |
TWTR, SPOT, CBS, TDG, AMZN
|
13F-HR |
5/15/2019, 11:43 AM |
Q4 2018 |
32 |
$1.38B |
+$291M |
-$428M |
-$137M |
AMZN, HOUS, TWTR, CBS, TDG
|
13F-HR |
2/14/2019, 09:40 AM |
Q3 2018 |
36 |
$1.76B |
+$401M |
-$157M |
+$244M |
CBS, HOUS, SPOT, AMZN, TDG
|
13F-HR |
11/14/2018, 10:44 AM |
Q2 2018 |
33 |
$1.48B |
+$373M |
-$228M |
+$145M |
CBS, HOUS, SPOT, AMZN, LN
|
13F-HR |
8/14/2018, 12:22 PM |
Q1 2018 |
30 |
$1.38B |
+$362M |
-$419M |
-$56.9M |
HOUS, CBS, PG, PANW, WYND
|
13F-HR |
5/15/2018, 09:53 AM |
Q4 2017 |
25 |
$1.38B |
+$106M |
-$247M |
-$141M |
VIAB, HOUS, AMZN, PG, LN
|
13F-HR |
2/14/2018, 09:21 AM |
Q3 2017 |
28 |
$1.45B |
+$263M |
-$70.9M |
+$192M |
VIAB, PANW, PG, HOUS, LN
|
13F-HR |
11/14/2017, 09:41 AM |
Q2 2017 |
26 |
$1.24B |
+$267M |
-$181M |
+$85.9M |
VIAB, HOUS, LN, PG, PANW
|
13F-HR |
8/14/2017, 08:53 AM |
Q1 2017 |
28 |
$1.12B |
+$187M |
-$291M |
-$104M |
HOUS, VIAB, LN, TSU, MDLZ
|
13F-HR |
5/15/2017, 12:36 PM |
Q4 2016 |
27 |
$1.11B |
+$223M |
-$323M |
-$100M |
HOUS, CBS, CLNY, LN, VIAB
|
13F-HR |
2/14/2017, 08:29 AM |
Q3 2016 |
31 |
$1.25B |
+$335M |
-$360M |
-$24.1M |
CBS, VIAB, PANW, HOUS, RCL
|
13F-HR |
11/14/2016, 08:25 AM |
Q2 2016 |
40 |
$1.22B |
+$353M |
-$346M |
+$6.75M |
VIAB, CBS, CHTR, HOUS, CAR
|
13F-HR |
8/15/2016, 04:23 PM |
Q1 2016 |
35 |
$1.23B |
+$334M |
-$320M |
+$14M |
VIAB, CBS, HOUS, META, CDK
|
13F-HR |
5/16/2016, 09:53 AM |
Q4 2015 |
35 |
$1.22B |
+$324M |
-$433M |
-$110M |
CBS, VIAB, ELLI, RHT, TTSH
|
13F-HR |
2/16/2016, 08:44 AM |
Q3 2015 |
36 |
$1.3B |
+$340M |
-$300M |
+$39.9M |
CBS, RCL, TTSH, CONE, RHT
|
13F-HR |
11/16/2015, 09:34 AM |
Q2 2015 |
33 |
$1.34B |
+$382M |
-$243M |
+$139M |
RCL, CBS, CONE, RHT, CTRP
|
13F-HR |
8/14/2015, 09:21 AM |
Q1 2015 |
29 |
$1.16B |
+$102M |
-$487M |
-$385M |
CBS, CHTR, AMZN, ELLI, TDG
|
13F-HR |
5/15/2015, 08:03 AM |
Q4 2014 |
31 |
$1.45B |
+$255M |
-$730M |
-$475M |
DNKN, CBS, AMZN, RHT, CHTR
|
13F-HR |
2/17/2015, 09:19 AM |
Q3 2014 |
33 |
$1.77B |
+$230M |
-$436M |
-$206M |
DNKN, RCL, AMZN, CBS, CHTR
|
13F-HR |
11/14/2014, 11:58 AM |
Q2 2014 |
37 |
$2.01B |
+$276M |
-$475M |
-$199M |
RCL, CBS, GM, AMZN, DNKN
|
13F-HR |
8/14/2014, 09:45 AM |
Q1 2014 |
42 |
$2.19B |
+$326M |
-$444M |
-$117M |
PG, GM, RCL, CBS, IMAX
|
Restatement |
5/15/2014, 04:43 PM |
Q4 2013 |
41 |
$2.33B |
$0 |
$0 |
|
GM, RCL, V, ESRX, PG
|
13F-HR |
2/14/2014, 08:27 AM |