Q3 2024 |
19 |
$824M |
+$139M |
-$102M |
+$37M |
SHC, CCOI, FI, META, KNF
|
13F-HR |
11/14/2024, 07:19 AM |
Q2 2024 |
19 |
$751M |
+$156M |
-$81.9M |
+$73.8M |
SHC, CCOI, DXCM, ELV, META
|
13F-HR |
8/13/2024, 07:10 AM |
Q1 2024 |
16 |
$719M |
+$62.6M |
-$105M |
-$42.5M |
DXCM, FI, CCOI, SHC, ELV
|
13F-HR |
5/14/2024, 06:33 AM |
Q4 2023 |
17 |
$716M |
+$134M |
-$46.1M |
+$87.5M |
DXCM, SHC, CCOI, FI, ELV
|
13F-HR |
2/13/2024, 06:38 AM |
Q3 2023 |
14 |
$540M |
+$131M |
-$83.2M |
+$47.7M |
META, SHC, CCOI, ELV, FI
|
13F-HR |
11/13/2023, 01:56 PM |
Q2 2023 |
15 |
$553M |
+$3.91M |
-$93M |
-$89.1M |
SHC, META, FI, ISRG, CCOI
|
13F-HR |
8/11/2023, 07:13 AM |
Q1 2023 |
18 |
$578M |
+$69.5M |
-$106M |
-$36.7M |
SHC, META, FI, CCOI, RTO
|
13F-HR |
5/15/2023, 09:09 AM |
Q4 2022 |
17 |
$509M |
+$105M |
-$151M |
-$46.3M |
FI, ISRG, IAA, RH, CCOI
|
13F-HR |
2/13/2023, 07:28 AM |
Q3 2022 |
19 |
$545M |
+$78.3M |
-$126M |
-$47.3M |
FI, WMS, RH, AMZN, IAA
|
13F-HR |
11/14/2022, 09:28 AM |
Q2 2022 |
20 |
$608M |
+$138M |
-$285M |
-$147M |
FI, MSFT, CCOI, TV, AMZN
|
13F-HR |
8/12/2022, 08:49 AM |
Q1 2022 |
27 |
$975M |
+$245M |
-$206M |
+$38.4M |
TV, MA, FI, NCLH, CCOI
|
13F-HR |
5/16/2022, 11:12 AM |
Q4 2021 |
23 |
$1B |
+$161M |
-$199M |
-$38M |
MA, CCOI, UBER, MSFT, WMS
|
13F-HR |
2/14/2022, 02:21 PM |
Q3 2021 |
24 |
$1.04B |
+$111M |
-$156M |
-$45.4M |
CCOI, UBER, TV, DT, MA
|
13F-HR |
11/15/2021, 11:51 AM |
Q2 2021 |
26 |
$1.13B |
+$113M |
-$110M |
+$3.11M |
TV, TMUS, CCOI, MA, GRPN
|
13F-HR |
8/16/2021, 02:29 PM |
Q1 2021 |
24 |
$1.01B |
+$79.8M |
-$253M |
-$173M |
GRPN, TMUS, CCOI, MA, AWI
|
13F-HR |
5/17/2021, 10:29 AM |
Q4 2020 |
23 |
$1.11B |
+$131M |
-$171M |
-$39.4M |
TMUS, LBTYK, EPAY, AWI, TV
|
13F-HR |
2/16/2021, 01:22 PM |
Q3 2020 |
23 |
$981M |
+$60M |
-$131M |
-$70.8M |
TMUS, RH, CCOI, WMS, CRM
|
13F-HR |
11/16/2020, 03:05 PM |
Q2 2020 |
25 |
$972M |
+$214M |
-$276M |
-$62.6M |
TMUS, RH, LBTYK, WMS, EPAY
|
13F-HR |
8/14/2020, 01:50 PM |
Q1 2020 |
31 |
$850M |
+$334M |
-$214M |
+$120M |
TMUS, BALL, WMS, CCOI, TV
|
13F-HR |
5/15/2020, 02:08 PM |
Q4 2019 |
22 |
$913M |
+$139M |
-$66M |
+$73.1M |
GRPN, CCOI, TV, LBTYK, NCLH
|
13F-HR |
2/14/2020, 12:40 PM |
Q3 2019 |
22 |
$774M |
+$137M |
-$60.2M |
+$76.8M |
GRPN, LBTYK, TV, GWRE, CCOI
|
13F-HR |
11/14/2019, 04:13 PM |
Q2 2019 |
3 |
$96.1M |
$0 |
$0 |
|
AWI, WMS, GOOG
|
New Holdings |
8/15/2019, 01:57 PM |
Q2 2019 |
22 |
$717M |
+$65.4M |
-$126M |
-$61M |
LBTYK, GRPN, EA, CCOI, MA
|
13F-HR |
8/14/2019, 04:01 PM |
Q1 2019 |
32 |
$737M |
+$56.5M |
-$155M |
-$98.6M |
GRPN, DAY, CCOI, LBTYK, EA
|
13F-HR |
5/15/2019, 04:08 PM |
Q4 2018 |
30 |
$704M |
+$132M |
-$65.5M |
+$66.6M |
GRPN, CMG, S, DAY, CCOI
|
13F-HR |
2/14/2019, 04:22 PM |
Q3 2018 |
38 |
$750M |
+$94.9M |
-$106M |
-$11.3M |
GRPN, CCOI, CPRT, S, NCLH
|
13F-HR |
11/14/2018, 04:16 PM |
Q2 2018 |
37 |
$705M |
+$128M |
-$111M |
+$17.4M |
S, CPRT, CMG, CCOI, GRPN
|
13F-HR |
8/14/2018, 04:03 PM |
Q1 2018 |
24 |
$645M |
+$53M |
-$112M |
-$58.8M |
S, CPRT, CCOI, GRPN, VSAT
|
13F-HR |
5/15/2018, 04:09 PM |
Q4 2017 |
22 |
$703M |
+$74.2M |
-$78.5M |
-$4.31M |
S, CPRT, CCOI, VSAT, LBTYK
|
13F-HR |
2/14/2018, 04:55 PM |
Q3 2017 |
28 |
$686M |
+$45M |
-$25.4M |
+$19.6M |
CCOI, S, LBTYK, AWI, CPRT
|
13F-HR |
11/14/2017, 04:18 PM |
Q2 2017 |
25 |
$644M |
+$79.8M |
-$77.9M |
+$1.85M |
S, CCOI, LBTYK, CPRT, NFLX
|
13F-HR |
8/14/2017, 04:16 PM |
Q1 2017 |
27 |
$659M |
+$95.2M |
-$45.9M |
+$49.3M |
CCOI, S, LBTYK, CMG, CCI
|
13F-HR |
5/15/2017, 04:08 PM |
Q4 2016 |
21 |
$557M |
+$74M |
-$56.5M |
+$17.5M |
S, CCOI, CPRT, CMG, AAPL
|
13F-HR |
2/14/2017, 05:07 PM |
Q3 2016 |
22 |
$512M |
+$125M |
-$103M |
+$21.7M |
S, CCOI, LBTYK, AAPL, CPRT
|
13F-HR |
11/14/2016, 04:36 PM |
Q2 2016 |
22 |
$454M |
+$76.3M |
-$74.9M |
+$1.44M |
CPRT, S, MFRM, RCL, HOG
|
13F-HR |
8/15/2016, 04:01 PM |
Q1 2016 |
25 |
$462M |
+$105M |
-$35.6M |
+$69.6M |
HOG, CPRT, RCL, AAPL, MFRM
|
13F-HR |
5/16/2016, 04:04 PM |
Q4 2015 |
26 |
$393M |
+$81M |
-$81.5M |
-$493K |
CPRT, CCI, VSAT, CCOI, S
|
13F-HR |
2/16/2016, 02:18 PM |
Q3 2015 |
28 |
$381M |
+$140M |
-$81.4M |
+$58.2M |
HOG, VSAT, RCL, CCI, S
|
13F-HR |
11/16/2015, 04:14 PM |
Q2 2015 |
27 |
$336M |
+$82.7M |
-$46.8M |
+$35.9M |
VSAT, BJRI, HOG, S, RCL
|
13F-HR |
8/14/2015, 10:50 AM |
Q1 2015 |
23 |
$301M |
+$32.3M |
-$58.7M |
-$26.4M |
VSAT, ULTA, BJRI, CCI, S
|
13F-HR |
5/15/2015, 10:40 AM |
Q4 2014 |
25 |
$318M |
+$58.1M |
-$32.8M |
+$25.2M |
VSAT, P, ULTA, BJRI, NTRI
|
13F-HR |
2/13/2015, 04:37 PM |
Q3 2014 |
25 |
$270M |
+$44M |
-$35M |
+$9M |
VSAT, GMCR, ULTA, NTRI, P
|
13F-HR |
11/14/2014, 10:04 AM |
Q2 2014 |
26 |
$259M |
+$37.5M |
-$29.9M |
+$7.59M |
VSAT, GMCR, AAPL, BJRI, NTRI
|
13F-HR |
8/14/2014, 11:10 AM |
Q1 2014 |
28 |
$269M |
+$52.8M |
-$4.18M |
+$48.6M |
VSAT, GMCR, AAPL, BJRI, TV
|
13F-HR |
5/15/2014, 09:40 AM |
Q4 2013 |
21 |
$222M |
$0 |
$0 |
|
VSAT, AAPL, IILG, ACGL, QRTEA
|
13F-HR |
2/13/2014, 03:04 PM |