| Q4 2015 |
22 |
$450M |
+$144M |
-$303M |
-$159M |
YHOO, NAVI, BABA, DIS, WDC
|
13F-HR |
2/16/2016, 10:57 AM |
| Q3 2015 |
26 |
$573M |
+$266M |
-$280M |
-$13.9M |
YHOO, BABA, NAVI, GOOG, SC
|
13F-HR |
10/29/2015, 11:09 AM |
| Q2 2015 |
34 |
$648M |
+$333M |
-$289M |
+$44.7M |
GOOG, BABA, YHOO, NAVI, SC
|
13F-HR |
7/9/2015, 09:10 AM |
| Q1 2015 |
36 |
$603M |
+$274M |
-$401M |
-$128M |
AMZN, GOOG, YHOO, NAVI, AAPL
|
13F-HR |
5/11/2015, 07:35 AM |
| Q4 2014 |
29 |
$726M |
+$413M |
-$316M |
+$97.6M |
YHOO, AMZN, TRIP, QQQ, SPY
|
13F-HR |
2/3/2015, 08:58 AM |
| Q3 2014 |
38 |
$589M |
+$164M |
-$471M |
-$308M |
YHOO, TLM, NAVI, MELI, INTC
|
13F-HR |
10/15/2014, 10:43 AM |
| Q2 2014 |
38 |
$877M |
+$445M |
-$326M |
+$119M |
YHOO, QQQ, EBAY, NAVI, TLM
|
13F-HR |
8/6/2014, 09:40 AM |
| Q1 2014 |
49 |
$766M |
+$414M |
-$214M |
+$199M |
QQQ, YHOO, SLM, TLM, SPY
|
13F-HR |
5/8/2014, 08:44 AM |
| Q4 2013 |
30 |
$576M |
$0 |
$0 |
|
EBAY, QQQ, TLM, CMG, EMC
|
13F-HR |
2/6/2014, 09:33 AM |