Q3 2024 |
24 |
$943M |
+$49.4M |
-$84.8M |
-$35.4M |
CVNA, GDDY, SNX, FOUR, PYPL
|
13F-HR |
11/13/2024, 05:40 PM |
Q2 2024 |
23 |
$864M |
+$101M |
-$106M |
-$4.94M |
CVNA, GDDY, SNX, APO, IR
|
13F-HR |
8/13/2024, 05:35 PM |
Q1 2024 |
26 |
$833M |
+$138M |
-$119M |
+$18.9M |
CVNA, GDDY, SNX, IR, APO
|
13F-HR |
5/14/2024, 05:32 PM |
Q4 2023 |
25 |
$711M |
+$49.5M |
-$30.5M |
+$19M |
GDDY, CVNA, SNX, IR, APO
|
13F-HR |
2/13/2024, 05:34 PM |
Q3 2023 |
22 |
$594M |
+$50.1M |
-$147M |
-$97.2M |
GDDY, CVNA, SNX, CAE, IR
|
13F-HR |
11/13/2023, 05:47 PM |
Q2 2023 |
20 |
$695M |
+$41.6M |
-$4.26M |
+$37.4M |
TRTN, GDDY, SNX, ZBRA, ETSY
|
13F-HR |
8/11/2023, 07:05 PM |
Q1 2023 |
18 |
$612M |
+$52.9M |
-$93.8M |
-$40.9M |
GDDY, TRTN, ETSY, ZBRA, SNX
|
13F-HR |
5/12/2023, 05:33 PM |
Q4 2022 |
17 |
$624M |
+$14.8M |
-$42.3M |
-$27.5M |
TRTN, ETSY, GDDY, SNX, ZBRA
|
13F-HR |
2/13/2023, 06:00 PM |
Q3 2022 |
17 |
$595M |
+$4.16M |
-$62.4M |
-$58.3M |
TRTN, ETSY, GDDY, SNX, ZBRA
|
13F-HR |
11/10/2022, 05:45 PM |
Q2 2022 |
20 |
$649M |
+$15.4M |
-$16.8M |
-$1.43M |
TRTN, SNX, GDDY, ETSY, CAE
|
13F-HR |
8/12/2022, 06:36 PM |
Q1 2022 |
21 |
$946M |
+$64.5M |
-$25.8M |
+$38.7M |
TRTN, CVNA, ETSY, GDDY, APP
|
13F-HR |
5/13/2022, 05:59 PM |
Q4 2021 |
20 |
$1.18B |
+$74.7M |
-$83.3M |
-$8.58M |
CVNA, ETSY, TRTN, APP, GDDY
|
13F-HR |
2/11/2022, 07:59 PM |
Q3 2021 |
22 |
$1.2B |
+$110M |
-$66.6M |
+$43.5M |
CVNA, ETSY, TRTN, W, PYPL
|
13F-HR |
11/12/2021, 07:24 PM |
Q2 2021 |
20 |
$1.19B |
+$45.3M |
-$38.8M |
+$6.54M |
CVNA, ETSY, TRTN, W, PYPL
|
13F-HR |
8/13/2021, 07:47 PM |
Q1 2021 |
20 |
$1.1B |
+$64.4M |
-$72.2M |
-$7.85M |
CVNA, ETSY, W, TRTN, PYPL
|
13F-HR |
5/14/2021, 06:50 PM |
Q4 2020 |
20 |
$991M |
+$65.8M |
-$144M |
-$78.5M |
CVNA, ETSY, TRTN, W, PYPL
|
13F-HR |
2/12/2021, 04:32 PM |
Q3 2020 |
22 |
$884M |
+$95M |
-$259M |
-$164M |
CVNA, ETSY, ZBRA, W, PYPL
|
13F-HR |
11/13/2020, 07:14 PM |
Q2 2020 |
25 |
$841M |
+$54.9M |
-$114M |
-$58.6M |
CVNA, ETSY, ZBRA, W, CACC
|
13F-HR |
8/13/2020, 06:33 PM |
Q1 2020 |
26 |
$525M |
+$97.5M |
-$96.2M |
+$1.3M |
CVNA, ZBRA, ETSY, CACC, PYPL
|
13F-HR |
5/14/2020, 05:37 PM |
Q4 2019 |
23 |
$747M |
+$56.7M |
-$97.3M |
-$40.6M |
CVNA, ZBRA, CACC, ETSY, TDG
|
13F-HR |
2/13/2020, 06:05 PM |
Q3 2019 |
21 |
$704M |
+$47.4M |
-$79.8M |
-$32.4M |
CVNA, ZBRA, CACC, ETSY, TDG
|
13F-HR |
11/13/2019, 07:23 PM |
Q2 2019 |
24 |
$753M |
+$69.8M |
-$77.4M |
-$7.61M |
CVNA, ZBRA, CACC, GDI, GWR
|
13F-HR |
8/13/2019, 06:00 PM |
Q1 2019 |
26 |
$725M |
+$69.4M |
-$41.9M |
+$27.5M |
CVNA, ZBRA, CACC, ETSY, GWR
|
13F-HR |
5/14/2019, 06:48 PM |
Q4 2018 |
25 |
$530M |
+$46.2M |
-$69.4M |
-$23.2M |
ZBRA, CVNA, CACC, GWR, ETSY
|
13F-HR |
2/14/2019, 03:54 PM |
Q3 2018 |
27 |
$686M |
+$52.4M |
-$78M |
-$25.6M |
CVNA, ZBRA, CACC, GWR, BFH
|
13F-HR |
11/13/2018, 06:30 PM |
Q2 2018 |
31 |
$628M |
+$63.6M |
-$54.8M |
+$8.82M |
CVNA, ZBRA, CACC, GWR, ETSY
|
13F-HR |
8/13/2018, 05:47 PM |
Q1 2018 |
30 |
$534M |
+$89.7M |
-$127M |
-$37.1M |
ZBRA, CACC, GWR, CVNA, STRA
|
13F-HR |
5/14/2018, 06:19 PM |
Q4 2017 |
26 |
$546M |
+$24.7M |
-$19.9M |
+$4.78M |
CACC, PYPL, ZBRA, SBGI, GWR
|
13F-HR |
2/13/2018, 05:41 PM |
Q3 2017 |
23 |
$485M |
+$23.4M |
-$32.6M |
-$9.16M |
PYPL, CACC, ZBRA, GWR, SBGI
|
13F-HR |
11/13/2017, 05:55 PM |
Q2 2017 |
24 |
$478M |
+$48.1M |
-$46M |
+$2.11M |
CACC, PYPL, ZBRA, GWR, STRA
|
13F-HR |
8/11/2017, 05:39 PM |
Q1 2017 |
21 |
$435M |
+$22.8M |
-$59.3M |
-$36.4M |
CACC, ZBRA, PYPL, COMM, STRA
|
13F-HR |
5/12/2017, 05:35 PM |
Q4 2016 |
24 |
$449M |
+$20.1M |
-$41M |
-$20.9M |
CACC, ZBRA, AYR, PYPL, STRA
|
13F-HR |
2/13/2017, 04:11 PM |
Q3 2016 |
22 |
$422M |
+$26.1M |
-$62.9M |
-$36.7M |
CACC, PYPL, AYR, ZBRA, GWR
|
13F-HR |
11/14/2016, 09:17 AM |
Q2 2016 |
26 |
$429M |
+$56.5M |
-$77.8M |
-$21.3M |
CACC, AYR, PYPL, COMM, GLPI
|
13F-HR |
8/12/2016, 05:41 PM |
Q1 2016 |
29 |
$461M |
+$23.3M |
-$62.3M |
-$39M |
CACC, AYR, PYPL, GWR, DLTR
|
13F-HR |
5/13/2016, 05:52 PM |
Q4 2015 |
28 |
$504M |
+$36.2M |
-$66.7M |
-$30.5M |
CACC, AYR, PYPL, ZBRA, STRA
|
13F-HR |
2/12/2016, 07:09 PM |
Q3 2015 |
32 |
$521M |
+$73.7M |
-$68.4M |
+$5.27M |
AYR, CACC, ZBRA, CMPR, GWR
|
13F-HR |
11/13/2015, 05:45 PM |
Q2 2015 |
27 |
$623M |
+$38.1M |
-$60.9M |
-$22.9M |
ZBRA, GWR, AYR, URI, CACC
|
13F-HR |
8/13/2015, 07:46 PM |
Q1 2015 |
27 |
$666M |
+$57.6M |
-$81.3M |
-$23.6M |
GMCR, GWR, AYR, ZBRA, CMPR
|
13F-HR |
5/14/2015, 05:54 PM |
Q4 2014 |
27 |
$669M |
+$117M |
-$115M |
+$2.31M |
GMCR, GWR, AYR, CTSH, ZBRA
|
13F-HR |
2/17/2015, 10:51 AM |
Q3 2014 |
30 |
$642M |
+$88.5M |
-$104M |
-$15.9M |
GMCR, GWR, EBAY, CTSH, AYR
|
13F-HR |
11/13/2014, 06:30 PM |
Q2 2014 |
33 |
$665M |
+$88.5M |
-$27.8M |
+$60.8M |
GMCR, GWR, AYR, AAPL, HTZ
|
13F-HR |
8/13/2014, 05:47 PM |
Q1 2014 |
26 |
$635M |
+$142M |
-$103M |
+$39.5M |
GMCR, GWR, ESRX, AYR, EBAY
|
13F-HR |
5/15/2014, 11:35 AM |
Q4 2013 |
27 |
$619M |
$0 |
$0 |
|
GMCR, GWR, NSR, ESRX, HTZ
|
13F-HR |
2/13/2014, 05:35 PM |