Q3 2024 |
13 |
$296M |
+$48.8M |
-$58.9M |
-$10M |
PDD, META, ADI, AMZN, APP
|
13F-HR |
11/14/2024, 04:05 PM |
Q2 2024 |
14 |
$260M |
+$77.3M |
-$75.7M |
+$1.59M |
META, PDD, CPNG, GSHD, AMZN
|
13F-HR |
8/14/2024, 04:05 PM |
Q1 2024 |
10 |
$238M |
+$109M |
-$45.6M |
+$63.7M |
META, PDD, ADI, GSHD, AMZN
|
13F-HR |
5/15/2024, 04:05 PM |
Q4 2023 |
9 |
$164M |
+$28.4M |
-$56.8M |
-$28.4M |
META, ADI, AMZN, JD, GSHD
|
13F-HR |
2/14/2024, 04:05 PM |
Q3 2023 |
12 |
$180M |
+$101M |
-$21.8M |
+$79M |
ADI, META, PDD, BABA, AMZN
|
13F-HR |
11/14/2023, 04:05 PM |
Q2 2023 |
13 |
$99M |
+$44.3M |
-$30.4M |
+$13.8M |
META, BABA, BILL, WYNN, ADI
|
13F-HR |
8/14/2023, 04:05 PM |
Q1 2023 |
9 |
$76.9M |
+$49.8M |
-$70.4M |
-$20.6M |
WYNN, BILL, BABA, GOOGL, META
|
13F-HR |
5/15/2023, 04:05 PM |
Q4 2022 |
9 |
$82.1M |
+$53.7M |
-$16.2M |
+$37.5M |
BILL, NVDA, LRCX, ACLS, NOW
|
13F-HR |
2/14/2023, 04:06 PM |
Q3 2022 |
8 |
$47.4M |
+$24M |
-$24.3M |
-$317K |
BILL, TSM, LRCX, GOOGL, MSFT
|
13F-HR |
11/14/2022, 04:06 PM |
Q2 2022 |
5 |
$60.4M |
+$18.4M |
-$118M |
-$99.6M |
GOOGL, TASK, BILL, MSFT, AMZN
|
13F-HR |
8/15/2022, 04:14 PM |
Q1 2022 |
6 |
$260M |
+$62.5M |
-$179M |
-$116M |
TASK, CVNA, BILL, MSFT, AMZN
|
13F-HR |
5/16/2022, 04:30 PM |
Q4 2021 |
10 |
$471M |
+$123M |
-$44.7M |
+$78.8M |
CVNA, BILL, TASK, SE, DCBO
|
13F-HR |
2/14/2022, 04:00 PM |
Q3 2021 |
16 |
$460M |
+$52.4M |
-$28.7M |
+$23.7M |
BILL, SE, CVNA, TASK, DCBO
|
13F-HR |
11/15/2021, 04:00 PM |
Q2 2021 |
17 |
$387M |
+$81.3M |
-$9.8M |
+$71.5M |
CVNA, SE, BILL, FUTU, SNOW
|
13F-HR |
8/16/2021, 04:00 PM |
Q1 2021 |
15 |
$269M |
+$149M |
-$1.32M |
+$148M |
SE, CVNA, BILL, SQ, BILI
|
13F-HR |
5/17/2021, 04:00 PM |
Q4 2020 |
14 |
$119M |
+$10.9M |
-$11.7M |
-$826K |
CVNA, SE, BILL, SNOW, SQ
|
13F-HR |
2/16/2021, 04:00 PM |
Q3 2020 |
13 |
$105M |
+$46.6M |
-$858K |
+$45.8M |
CVNA, SE, BILL, FSLY, SNOW
|
13F-HR |
11/13/2020, 05:04 PM |
Q2 2020 |
10 |
$47M |
+$16.8M |
-$2.32M |
+$14.5M |
BILL, FSLY, SE, CVNA, ZI
|
13F-HR |
8/14/2020, 04:01 PM |
Q1 2020 |
10 |
$18.1M |
+$16.4M |
-$670M |
-$654M |
CVNA, NOW, AMZN, SE, BILL
|
13F-HR |
5/15/2020, 04:00 PM |
Q4 2019 |
8 |
$672M |
+$66.9M |
-$236M |
-$169M |
CMCSA, FOXA, CHTR, WAB, MSFT
|
13F-HR |
2/14/2020, 04:00 PM |
Q3 2019 |
10 |
$757M |
+$191M |
-$209M |
-$17.8M |
FOXA, CHTR, CMCSA, MSFT, WAB
|
13F-HR |
11/14/2019, 04:00 PM |
Q2 2019 |
16 |
$774M |
+$141M |
-$330M |
-$189M |
FOXA, CHTR, CMCSA, MSFT, LNG
|
13F-HR |
8/14/2019, 04:00 PM |
Q1 2019 |
15 |
$896M |
+$231M |
-$277M |
-$46.7M |
CHTR, CMCSA, MSFT, LNG, FOXA
|
13F-HR |
5/15/2019, 04:00 PM |
Q4 2018 |
13 |
$818M |
+$188M |
-$447M |
-$259M |
CMCSA, CHTR, FOX, MSFT, LNG
|
13F-HR |
2/14/2019, 04:00 PM |
Q3 2018 |
25 |
$1.13B |
+$405M |
-$493M |
-$87.8M |
CMCSA, FOX, CHTR, LNG, CP
|
13F-HR |
11/14/2018, 04:00 PM |
Q2 2018 |
30 |
$1.16B |
+$274M |
-$471M |
-$197M |
CMCSA, CHTR, LNG, CP, MSFT
|
13F-HR |
8/14/2018, 04:00 PM |
Q1 2018 |
29 |
$1.35B |
+$668M |
-$496M |
+$172M |
CMCSA, CP, CXO, RS, SU
|
13F-HR |
5/15/2018, 04:00 PM |
Q4 2017 |
32 |
$1.2B |
+$471M |
-$310M |
+$161M |
CMCSA, CP, MSFT, NUE, CVX
|
13F-HR |
2/14/2018, 04:03 PM |
Q3 2017 |
24 |
$975M |
+$286M |
-$447M |
-$162M |
CMCSA, CP, MSFT, STZ, CNQ
|
13F-HR |
11/14/2017, 04:52 PM |
Q2 2017 |
26 |
$1.12B |
+$412M |
-$376M |
+$36M |
CP, SPY, CMCSA, MSFT, STZ
|
13F-HR |
8/14/2017, 04:00 PM |
Q1 2017 |
28 |
$1.06B |
+$642M |
-$287M |
+$355M |
CP, MSFT, CMCSA, STZ, CVX
|
13F-HR |
5/15/2017, 04:28 PM |
Q4 2016 |
18 |
$723M |
+$294M |
-$805M |
-$511M |
MSFT, CP, CHTR, CMCSA, RSPP
|
13F-HR |
2/14/2017, 04:03 PM |
Q3 2016 |
32 |
$1.18B |
+$461M |
-$484M |
-$23.3M |
CHTR, PXD, MSFT, CP, HAL
|
13F-HR |
11/14/2016, 04:01 PM |
Q2 2016 |
36 |
$1.11B |
+$433M |
-$597M |
-$164M |
CHTR, PXD, STLD, MSFT, GLD
|
13F-HR |
8/15/2016, 04:05 PM |
Q1 2016 |
36 |
$1.23B |
+$462M |
-$627M |
-$165M |
TWC, PXD, STLD, NFX, MSFT
|
13F-HR |
5/16/2016, 04:00 PM |
Q4 2015 |
37 |
$1.35B |
+$631M |
-$518M |
+$113M |
TWC, XOM, SU, CVX, FANG
|
13F-HR |
2/16/2016, 04:00 PM |
Q3 2015 |
42 |
$1.22B |
+$609M |
-$478M |
+$131M |
TWC, HFC, MPC, MSFT, SC
|
13F-HR |
11/16/2015, 04:05 PM |
Q2 2015 |
32 |
$1.18B |
+$604M |
-$397M |
+$207M |
TWC, SPY, PCP, FOX, SC
|
13F-HR |
8/14/2015, 04:04 PM |
Q1 2015 |
42 |
$966M |
+$475M |
-$449M |
+$25.3M |
FOX, TWC, SC, PCP, WMB
|
13F-HR |
5/15/2015, 04:44 PM |
Q4 2014 |
36 |
$921M |
+$541M |
-$263M |
+$278M |
SPY, SC, FOX, TWC, SEE
|
13F-HR |
2/17/2015, 04:19 PM |
Q3 2014 |
36 |
$612M |
+$273M |
-$467M |
-$194M |
FOX, PCP, DG, SC, VRX
|
13F-HR |
11/13/2014, 04:30 PM |
Q2 2014 |
46 |
$819M |
+$333M |
-$360M |
-$26.5M |
FOX, PCLN, YUM, VRX, NLSN
|
13F-HR |
8/14/2014, 04:04 PM |
Q1 2014 |
45 |
$818M |
+$369M |
-$321M |
+$47.5M |
DG, NLSN, PCLN, FOX, CCI
|
13F-HR |
5/15/2014, 04:13 PM |
Q4 2013 |
43 |
$762M |
$0 |
$0 |
|
OC, NLSN, CCI, DG, XLF
|
13F-HR |
2/14/2014, 04:00 PM |