Q3 2024 |
19 |
$3.1B |
+$722M |
-$596M |
+$126M |
AMZN, USFD, PLNT, WIX, META
|
13F-HR |
11/14/2024, 09:18 AM |
Q2 2024 |
21 |
$2.9B |
+$436M |
-$626M |
-$190M |
AMZN, USFD, MSFT, PLNT, WIX
|
13F-HR |
8/14/2024, 10:32 AM |
Q1 2024 |
24 |
$3.01B |
+$410M |
-$739M |
-$329M |
AMZN, MSFT, META, USFD, CRM
|
13F-HR |
5/15/2024, 10:57 AM |
Q4 2023 |
22 |
$3.09B |
+$278M |
-$532M |
-$254M |
META, MSFT, AMZN, USFD, CRM
|
13F-HR |
2/14/2024, 09:58 AM |
Q3 2023 |
23 |
$2.81B |
+$737M |
-$349M |
+$388M |
META, AMZN, MSFT, USFD, QSR
|
13F-HR |
11/14/2023, 09:33 AM |
Q2 2023 |
21 |
$2.5B |
+$413M |
-$703M |
-$290M |
AMZN, META, ATVI, MELI, USFD
|
13F-HR |
8/14/2023, 08:58 AM |
Q1 2023 |
25 |
$2.59B |
+$1.11B |
-$350M |
+$757M |
ATVI, MELI, WMT, LBRDK, MSFT
|
13F-HR |
5/15/2023, 09:47 AM |
Q4 2022 |
20 |
$1.59B |
+$420M |
-$520M |
-$99.8M |
LBRDK, MSFT, MELI, USFD, WMT
|
13F-HR |
2/14/2023, 09:35 AM |
Q3 2022 |
21 |
$1.53B |
+$324M |
-$190M |
+$133M |
AMZN, MSFT, WMT, USFD, BURL
|
13F-HR |
11/14/2022, 11:21 AM |
Q2 2022 |
17 |
$1.5B |
+$463M |
-$183M |
+$280M |
AMZN, LBRDK, MSFT, USFD, WMT
|
13F-HR |
8/15/2022, 10:13 AM |
Q1 2022 |
21 |
$1.97B |
+$868M |
-$462M |
+$406M |
AMZN, LBRDK, MSFT, UA, Z
|
13F-HR |
5/16/2022, 09:05 AM |
Q4 2021 |
19 |
$1.7B |
+$323M |
-$436M |
-$113M |
LBRDK, MSFT, AMZN, Z, USFD
|
13F-HR |
2/14/2022, 11:58 AM |
Q3 2021 |
20 |
$1.94B |
+$427M |
-$622M |
-$195M |
LBRDK, SNAP, GOOGL, MSFT, Z
|
13F-HR |
11/15/2021, 01:09 PM |
Q2 2021 |
25 |
$2.14B |
+$451M |
-$489M |
-$37.5M |
LBRDK, META, MSFT, GOOGL, SNAP
|
13F-HR |
8/16/2021, 02:03 PM |
Q1 2021 |
21 |
$1.97B |
+$652M |
-$493M |
+$159M |
LBRDK, MSFT, SNAP, GOOGL, META
|
13F-HR |
5/17/2021, 09:41 AM |
Q4 2020 |
19 |
$1.73B |
+$626M |
-$502M |
+$124M |
MSFT, SNAP, EEFT, GOOGL, LBRDK
|
13F-HR |
2/16/2021, 05:38 PM |
Q3 2020 |
19 |
$1.3B |
+$162M |
-$649M |
-$487M |
Z, MSFT, PEGA, CRM, SNAP
|
13F-HR |
11/16/2020, 04:05 PM |
Q2 2020 |
21 |
$1.54B |
+$204M |
-$401M |
-$197M |
MSFT, SNAP, CRM, Z, IWM
|
13F-HR |
8/14/2020, 12:08 PM |
Q1 2020 |
19 |
$1.21B |
+$397M |
-$426M |
-$28.7M |
AMZN, MSFT, CRM, Z, LSXMK
|
13F-HR |
5/15/2020, 01:07 PM |
Q4 2019 |
19 |
$1.51B |
+$263M |
-$426M |
-$163M |
CRM, IWM, LSXMK, META, Z
|
13F-HR |
2/14/2020, 08:54 AM |
Q3 2019 |
18 |
$1.48B |
+$328M |
-$583M |
-$255M |
MSFT, LOW, META, CRM, MELI
|
13F-HR |
11/14/2019, 09:45 AM |
Q2 2019 |
19 |
$1.76B |
+$605M |
-$388M |
+$217M |
AABA, MSFT, IWM, META, LOW
|
13F-HR |
8/14/2019, 09:09 AM |
Q1 2019 |
18 |
$1.5B |
+$680M |
-$286M |
+$395M |
AABA, MSFT, MELI, LOW, DXC
|
13F-HR |
5/15/2019, 11:16 AM |
Q4 2018 |
4 |
$7.52M |
$0 |
$0 |
|
META, MELI, TIF, AMT
|
New Holdings |
5/15/2019, 05:07 PM |
Q4 2018 |
20 |
$960M |
+$263M |
-$732M |
-$469M |
MSFT, LSXMK, DATA, LOW, DXC
|
13F-HR |
2/14/2019, 09:28 AM |
Q3 2018 |
22 |
$1.66B |
+$248M |
-$638M |
-$390M |
MSFT, AMT, DXC, AABA, TIF
|
13F-HR |
11/14/2018, 09:37 AM |
Q2 2018 |
24 |
$1.97B |
+$417M |
-$603M |
-$186M |
AABA, MSFT, LOW, LSXMK, AMT
|
13F-HR |
8/14/2018, 09:40 AM |
Q1 2018 |
27 |
$2.04B |
+$534M |
-$590M |
-$55.7M |
AABA, PANW, MSFT, LOW, DXC
|
13F-HR |
5/15/2018, 09:05 AM |
Q4 2017 |
25 |
$1.99B |
+$424M |
-$382M |
+$42.7M |
AABA, EXPE, PANW, DXC, AMZN
|
13F-HR |
2/14/2018, 10:33 AM |
Q3 2017 |
25 |
$1.92B |
+$150M |
-$257M |
-$107M |
EXPE, AABA, MSFT, DG, FWONK
|
13F-HR |
11/14/2017, 08:28 AM |
Q2 2017 |
27 |
$1.94B |
+$545M |
-$379M |
+$166M |
EXPE, MSFT, AMT, AABA, DG
|
13F-HR |
8/14/2017, 08:26 AM |
Q1 2017 |
25 |
$1.71B |
+$247M |
-$251M |
-$3.79M |
MSFT, EXPE, LSXMK, AMT, AMZN
|
13F-HR |
5/15/2017, 12:40 PM |
Q4 2016 |
28 |
$1.59B |
+$404M |
-$416M |
-$12.3M |
LBRDK, MSFT, EXPE, LSXMK, CCI
|
13F-HR |
2/14/2017, 04:15 PM |
Q3 2016 |
24 |
$1.59B |
+$358M |
-$273M |
+$85M |
YHOO, AMZN, T, LBRDK, MSFT
|
13F-HR |
11/14/2016, 12:36 PM |
Q2 2016 |
23 |
$1.36B |
+$402M |
-$174M |
+$228M |
T, AMZN, AMT, LBRDK, MSFT
|
13F-HR |
8/15/2016, 02:54 PM |
Q1 2016 |
22 |
$1.05B |
+$256M |
-$344M |
-$88.5M |
AMT, MSFT, YHOO, T, CBS
|
13F-HR |
5/16/2016, 03:55 PM |
Q4 2015 |
26 |
$1.15B |
+$199M |
-$253M |
-$54.5M |
MSFT, T, YHOO, AMT, META
|
13F-HR |
2/11/2016, 06:28 PM |
Q3 2015 |
30 |
$1.08B |
+$351M |
-$181M |
+$170M |
MSFT, AMT, META, HPQ, DATA
|
13F-HR |
11/13/2015, 03:38 PM |
Q2 2015 |
27 |
$996M |
+$440M |
-$102M |
+$337M |
MSFT, META, LRCX, AMT, YHOO
|
13F-HR |
8/14/2015, 04:06 PM |
Q1 2015 |
25 |
$614M |
+$203M |
-$111M |
+$91.9M |
ALTR, YHOO, META, LRCX, EMC
|
13F-HR |
5/15/2015, 01:45 PM |
Q4 2014 |
26 |
$496M |
+$116M |
-$198M |
-$82.8M |
ALTR, MSFT, META, YHOO, LNKD
|
13F-HR |
2/17/2015, 04:14 PM |
Q3 2014 |
26 |
$543M |
+$139M |
-$156M |
-$16.6M |
EMC, MSFT, LNKD, LRCX, EQIX
|
13F-HR |
11/14/2014, 04:01 PM |
Q2 2014 |
29 |
$556M |
+$188M |
-$181M |
+$6.21M |
EMC, LNKD, LRCX, LMCA, ALTR
|
13F-HR |
8/14/2014, 04:01 PM |
Q1 2014 |
27 |
$553M |
+$93.2M |
-$147M |
-$53.6M |
EMC, PCLN, LRCX, QCOM, EQIX
|
13F-HR |
5/15/2014, 04:01 PM |
Q4 2013 |
26 |
$579M |
$0 |
$0 |
|
META, LRCX, FFIV, INFA, EMC
|
13F-HR |
2/14/2014, 04:20 PM |