Q2 2024 |
16 |
$213M |
+$11.8M |
-$7.94M |
+$3.85M |
AMZN, CVNA, META, GOOGL, ZG
|
13F-HR |
8/14/2024, 11:20 AM |
Q1 2024 |
15 |
$195M |
+$13.6M |
$0 |
+$13.6M |
AMZN, CVNA, META, GOOGL, FLUT
|
13F-HR |
5/15/2024, 09:28 AM |
Q4 2023 |
14 |
$148M |
+$14.6M |
-$22.4M |
-$7.81M |
AMZN, CVNA, META, GOOGL, ZG
|
13F-HR |
2/14/2024, 09:10 AM |
Q3 2023 |
16 |
$134M |
+$14.8M |
$0 |
+$14.8M |
AMZN, GOOGL, QQQ, CVNA, META
|
13F-HR |
11/14/2023, 11:31 AM |
Q2 2023 |
15 |
$118M |
+$22.7M |
-$3.97M |
+$18.7M |
AMZN, GOOGL, META, ZG, V
|
13F-HR |
8/14/2023, 10:41 AM |
Q1 2023 |
13 |
$84.8M |
+$8.16M |
-$8.62M |
-$456K |
AMZN, GOOGL, V, META, ZG
|
13F-HR |
5/15/2023, 12:36 PM |
Q4 2022 |
12 |
$73.7M |
+$2.06K |
-$2.81M |
-$2.8M |
AMZN, GOOGL, V, JD, CHGG
|
13F-HR |
2/14/2023, 10:17 AM |
Q3 2022 |
13 |
$82.9M |
+$14.1M |
$0 |
+$14.1M |
AMZN, GOOGL, V, META, JD
|
13F-HR |
11/14/2022, 02:17 PM |
Q2 2022 |
13 |
$85.1M |
+$28.3M |
-$23.8M |
+$4.48M |
AMZN, GOOGL, V, JD, CHGG
|
13F-HR |
8/15/2022, 10:18 AM |
Q1 2022 |
13 |
$158M |
$0 |
-$1.09M |
-$1.09M |
AMZN, GOOGL, CHGG, Z, CVNA
|
13F-HR |
5/13/2022, 10:04 AM |
Q4 2021 |
13 |
$187M |
+$9.97M |
-$36.2M |
-$26.2M |
AMZN, CVNA, GOOGL, Z, META
|
13F-HR |
2/14/2022, 03:07 PM |
Q3 2021 |
17 |
$246M |
+$2.43M |
-$2.15M |
+$288K |
CVNA, AMZN, CHGG, GOOGL, Z
|
13F-HR |
11/15/2021, 04:05 PM |
Q2 2021 |
17 |
$275M |
+$825K |
-$47.7M |
-$46.9M |
CVNA, AMZN, CHGG, Z, ZG
|
13F-HR |
8/13/2021, 09:59 PM |
Q1 2021 |
20 |
$304M |
+$11.9M |
-$11.2M |
+$669K |
CVNA, AMZN, Z, CHGG, ZG
|
13F-HR |
5/17/2021, 07:48 AM |
Q4 2020 |
22 |
$308M |
+$4.23M |
-$9.12M |
-$4.89M |
AMZN, CVNA, Z, CHGG, ZG
|
13F-HR |
2/16/2021, 09:12 AM |
Q3 2020 |
21 |
$287M |
+$2.78M |
-$2.42M |
+$365K |
AMZN, CVNA, Z, CHGG, BABA
|
13F-HR |
11/16/2020, 09:12 AM |
Q2 2020 |
21 |
$233M |
+$13.3M |
-$21.3M |
-$8.03M |
AMZN, CVNA, CHGG, BABA, Z
|
13F-HR |
8/14/2020, 11:11 AM |
Q1 2020 |
21 |
$177M |
+$9.34M |
-$22.9M |
-$13.5M |
AMZN, BABA, EQIX, CHGG, CHTR
|
13F-HR |
5/13/2020, 09:03 AM |
Q4 2019 |
20 |
$200M |
$0 |
$0 |
|
AMZN, BMY, BABA, CHGG, CHTR
|
New Holdings |
2/12/2020, 01:38 PM |
Q4 2019 |
21 |
$215M |
+$69.1M |
-$54M |
+$15.1M |
AMZN, BMY, BABA, CHGG, CHTR
|
13F-HR |
2/11/2020, 09:01 AM |
Q3 2019 |
18 |
$177M |
+$1.92M |
$0 |
+$1.92M |
AMZN, CELG, EQIX, BABA, AMT
|
13F-HR |
11/12/2019, 10:36 AM |
Q2 2019 |
18 |
$186M |
$0 |
-$1.72M |
-$1.72M |
AMZN, CELG, CHGG, BABA, Z
|
13F-HR |
8/13/2019, 09:17 AM |
Q1 2019 |
18 |
$176M |
+$3.64M |
-$1.84M |
+$1.8M |
AMZN, CELG, CHGG, BABA, AMT
|
13F-HR |
5/15/2019, 09:41 AM |
Q4 2018 |
18 |
$140M |
+$5.41M |
-$9.9M |
-$4.49M |
AMZN, CELG, CHTR, BABA, CHGG
|
13F-HR |
2/14/2019, 10:28 AM |
Q3 2018 |
18 |
$187M |
+$8.31M |
-$10.2M |
-$1.87M |
AMZN, CELG, GRUB, EQIX, CHTR
|
13F-HR |
11/14/2018, 09:45 AM |
Q2 2018 |
17 |
$186M |
+$6.35M |
-$6.96M |
-$610K |
AMZN, CELG, EQIX, Z, GRUB
|
13F-HR |
8/14/2018, 10:37 AM |
Q1 2018 |
17 |
$179M |
+$22.8M |
-$8.69M |
+$14.1M |
CELG, AMZN, EQIX, GRUB, Z
|
13F-HR |
5/15/2018, 10:16 AM |
Q4 2017 |
16 |
$164M |
+$3.2M |
-$16.4M |
-$13.2M |
CELG, EQIX, AMZN, CHTR, JD
|
13F-HR |
2/14/2018, 09:25 AM |
Q3 2017 |
18 |
$179M |
+$7.38M |
-$587K |
+$6.79M |
CELG, EQIX, AMZN, CHTR, MIC
|
13F-HR |
11/14/2017, 09:47 AM |
Q2 2017 |
18 |
$168M |
+$5.82M |
-$25.9M |
-$20M |
CELG, EQIX, AMZN, MIC, CHTR
|
13F-HR |
8/14/2017, 10:14 AM |
Q1 2017 |
20 |
$177M |
$0 |
$0 |
|
CELG, EQIX, AMZN, MIC, CHTR
|
New Holdings |
5/16/2017, 06:07 PM |
Q1 2017 |
20 |
$177M |
+$14.8M |
-$12.1M |
+$2.67M |
CELG, EQIX, AMZN, MIC, CHTR
|
13F-HR |
5/15/2017, 09:11 AM |
Q4 2016 |
18 |
$157M |
+$8.29M |
-$7.43M |
+$851K |
CELG, EQIX, MIC, FLT, CHTR
|
13F-HR |
2/14/2017, 10:17 AM |
Q3 2016 |
17 |
$163M |
+$1.34M |
-$807K |
+$534K |
CELG, EQIX, MIC, FLT, CHTR
|
13F-HR |
11/14/2016, 11:18 AM |
Q2 2016 |
17 |
$145M |
+$2.55M |
-$457K |
+$2.09M |
CELG, EQIX, MIC, FLT, CHTR
|
13F-HR |
8/15/2016, 09:06 AM |
Q1 2016 |
17 |
$139M |
$0 |
-$15.9M |
-$15.9M |
CELG, EQIX, FLT, MIC, CHTR
|
13F-HR |
5/16/2016, 09:45 AM |
Q4 2015 |
19 |
$170M |
+$6.22M |
-$6.57M |
-$350K |
CELG, EQIX, FLT, MIC, CHTR
|
13F-HR |
2/16/2016, 10:11 AM |
Q3 2015 |
21 |
$161M |
+$12M |
-$13.8M |
-$1.81M |
CELG, EQIX, MIC, FLT, CHTR
|
13F-HR |
11/16/2015, 10:31 AM |
Q2 2015 |
20 |
$182M |
+$4.32M |
-$2.14M |
+$2.18M |
CELG, EQIX, FLT, MIC, VRX
|
13F-HR |
8/14/2015, 09:19 AM |
Q1 2015 |
20 |
$180M |
+$17M |
-$15.5M |
+$1.45M |
CELG, EQIX, FLT, MIC, VRX
|
13F-HR |
5/15/2015, 09:22 AM |
Q4 2014 |
22 |
$167M |
+$9.84M |
-$4.35M |
+$5.5M |
CELG, FLT, MIC, GILD, NEWS
|
13F-HR |
2/13/2015, 08:22 AM |
Q3 2014 |
21 |
$159M |
+$8.3M |
-$4.69M |
+$3.61M |
CELG, FLT, GILD, MIC, PCLN
|
13F-HR |
11/14/2014, 10:24 AM |
Q2 2014 |
20 |
$150M |
+$31.1M |
$0 |
+$31.1M |
CELG, MIC, FLT, NEWS, GILD
|
13F-HR |
8/14/2014, 09:37 AM |
Q1 2014 |
16 |
$122M |
+$9.89M |
-$10.3M |
-$413K |
CELG, MIC, NEWS, FLT, GILD
|
13F-HR |
5/14/2014, 12:09 PM |
Q4 2013 |
19 |
$132M |
$0 |
$0 |
|
CELG, NEWS, MIC, FLT, PCLN
|
13F-HR |
2/3/2014, 06:03 PM |