Q3 2024 |
1 |
$64.8M |
$0 |
-$704K |
-$704K |
NEXT
|
13F-HR |
11/13/2024, 04:15 PM |
Q2 2024 |
1 |
$110M |
$0 |
-$2.02M |
-$2.02M |
NEXT
|
13F-HR |
8/13/2024, 04:06 PM |
Q1 2024 |
1 |
$80.4M |
$0 |
-$4.72M |
-$4.72M |
NEXT
|
13F-HR |
5/14/2024, 04:16 PM |
Q4 2023 |
1 |
$71.5M |
$0 |
-$13.2M |
-$13.2M |
NEXT
|
13F-HR |
2/13/2024, 05:01 PM |
Q3 2023 |
1 |
$90.9M |
+$14.8M |
$0 |
+$14.8M |
NEXT
|
13F-HR |
11/14/2023, 09:04 AM |
Q2 2023 |
1 |
$122M |
$0 |
$0 |
|
NEXT
|
13F-HR |
8/11/2023, 05:00 PM |
Q1 2023 |
1 |
$73.9M |
$0 |
$0 |
|
NEXT
|
13F-HR |
5/12/2023, 04:53 PM |
Q4 2022 |
1 |
$73.4M |
$0 |
$0 |
|
NEXT
|
13F-HR |
2/10/2023, 04:30 PM |
Q3 2021 |
1 |
$41M |
$0 |
-$13.4M |
-$13.4M |
NEXT
|
13F-HR |
11/12/2021, 05:14 PM |
Q2 2021 |
1 |
$80.7M |
$0 |
$0 |
|
NEXT
|
13F-HR |
8/3/2021, 04:37 PM |
Q1 2021 |
1 |
$52.2M |
$0 |
$0 |
|
NEXT
|
13F-HR |
5/14/2021, 04:10 PM |
Q4 2020 |
1 |
$0 |
$0 |
$0 |
|
|
13F-HR |
2/12/2021, 04:16 PM |
Q3 2020 |
1 |
$58.3M |
$0 |
$0 |
|
NEXT
|
13F-HR |
11/13/2020, 04:13 PM |
Q2 2020 |
1 |
$42.2M |
$0 |
-$1.08B |
-$1.08B |
NEXT
|
13F-HR |
8/6/2020, 10:25 AM |
Q1 2020 |
26 |
$1.12B |
+$381M |
-$546M |
-$164M |
META, ALGN, AMZN, BABA, PLNT
|
13F-HR |
5/15/2020, 04:14 PM |
Q4 2019 |
31 |
$1.5B |
+$310M |
-$369M |
-$58.7M |
NEXT, AMZN, BABA, META, WIX
|
13F-HR |
2/14/2020, 04:41 PM |
Q3 2019 |
32 |
$1.43B |
+$556M |
-$661M |
-$105M |
NEXT, BABA, AMZN, BA, UBER
|
13F-HR |
11/14/2019, 04:14 PM |
Q2 2019 |
26 |
$1.66B |
+$259M |
-$532M |
-$273M |
NEXT, NFLX, UBER, BABA, PTC
|
13F-HR |
8/14/2019, 04:23 PM |
Q1 2019 |
24 |
$1.91B |
+$313M |
-$774M |
-$461M |
NFLX, PTC, NEXT, TTWO, AMZN
|
13F-HR |
5/15/2019, 04:15 PM |
Q4 2018 |
29 |
$2.05B |
+$194M |
-$286M |
-$91.3M |
CZR, TDG, NEXT, BABA, GDDY
|
13F-HR |
2/14/2019, 04:04 PM |
Q3 2018 |
30 |
$2.69B |
+$303M |
-$779M |
-$476M |
CZR, META, AVGO, BABA, TDG
|
13F-HR |
11/14/2018, 04:04 PM |
Q2 2018 |
31 |
$3.05B |
+$704M |
-$1.04B |
-$334M |
CZR, META, DWDP, BABA, AVGO
|
13F-HR |
8/14/2018, 04:21 PM |
Q1 2018 |
35 |
$3.22B |
+$662M |
-$633M |
+$28.4M |
CZR, META, MGM, AVGO, STZ
|
13F-HR |
5/15/2018, 04:09 PM |
Q4 2017 |
32 |
$3.26B |
+$915M |
-$860M |
+$54.7M |
CZR, STZ, NEXT, META, AVGO
|
13F-HR |
2/14/2018, 04:20 PM |
Q3 2017 |
34 |
$3.11B |
+$737M |
-$1.04B |
-$299M |
STZ, QSR, NEXT, META, CNDT
|
13F-HR |
11/14/2017, 04:33 PM |
Q2 2017 |
35 |
$3.29B |
+$554M |
-$872M |
-$318M |
STZ, QSR, APD, DIS, EVHC
|
13F-HR |
8/14/2017, 04:21 PM |
Q1 2017 |
35 |
$3.44B |
+$514M |
-$733M |
-$219M |
STZ, QSR, APD, GOOGL, DIS
|
13F-HR |
5/15/2017, 04:33 PM |
Q4 2016 |
33 |
$3.35B |
+$1.3B |
-$793M |
+$510M |
STZ, LNG, GOOGL, APD, ADNT
|
13F-HR |
2/14/2017, 04:21 PM |
Q3 2016 |
30 |
$2.91B |
+$330M |
-$769M |
-$438M |
STZ, LNG, APD, FLT, QSR
|
13F-HR |
11/14/2016, 04:42 PM |
Q2 2016 |
30 |
$3B |
+$348M |
-$642M |
-$294M |
LNG, STZ, FLT, APD, SSNC
|
13F-HR |
8/15/2016, 03:01 PM |
Q1 2016 |
30 |
$3.44B |
+$640M |
-$785M |
-$144M |
LNG, FLT, STZ, APD, EVHC
|
13F-HR |
5/16/2016, 04:37 PM |
Q4 2015 |
32 |
$3.65B |
+$562M |
-$635M |
-$72.5M |
FLT, LNG, APD, EVHC, HBI
|
13F-HR |
2/16/2016, 05:21 PM |
Q3 2015 |
32 |
$3.78B |
+$950M |
-$549M |
+$400M |
FLT, LNG, LC, ARMK, APD
|
13F-HR |
11/16/2015, 03:03 PM |
Q2 2015 |
35 |
$3.77B |
+$639M |
-$622M |
+$17.4M |
FLT, LNG, LC, ARMK, APD
|
13F-HR |
8/14/2015, 03:00 PM |
Q1 2015 |
40 |
$3.8B |
+$596M |
-$879M |
-$283M |
FLT, LC, LNG, NEE, ARMK
|
13F-HR |
5/15/2015, 03:01 PM |
Q4 2014 |
41 |
$3.9B |
+$842M |
-$783M |
+$58.4M |
FLT, LC, SUNEQ, LNG, ALLE
|
13F-HR |
2/17/2015, 03:01 PM |
Q3 2014 |
40 |
$3.58B |
+$843M |
-$839M |
+$4.68M |
FLT, LNG, ALLE, EVHC, NEE
|
13F-HR |
11/14/2014, 02:02 PM |
Q2 2014 |
44 |
$3.62B |
+$973M |
-$670M |
+$304M |
LNG, FLT, AON, LBTYK, JCI
|
13F-HR |
8/14/2014, 01:14 PM |
Q1 2014 |
45 |
$3.2B |
+$880M |
-$605M |
+$275M |
FLT, BPOP, LNG, HTZ, ADSK
|
13F-HR |
5/15/2014, 02:35 PM |
Q4 2013 |
43 |
$2.92B |
$0 |
$0 |
|
FLT, HTZ, BPOP, LNG, PNR
|
13F-HR |
2/14/2014, 12:04 PM |