Q3 2024 |
25 |
$990M |
+$152M |
-$166M |
-$13.3M |
META, GOOGL, AMZN, NFLX, LLY
|
13F-HR |
11/14/2024, 03:03 PM |
Q2 2024 |
26 |
$1.01B |
+$136M |
-$105M |
+$31.3M |
GOOGL, NFLX, AMZN, META, LLY
|
13F-HR |
8/16/2024, 10:13 AM |
Q1 2024 |
25 |
$955M |
+$254M |
-$55.3M |
+$198M |
META, GOOGL, NFLX, LLY, AMZN
|
13F-HR |
5/15/2024, 04:00 PM |
Q4 2023 |
25 |
$661M |
+$34.3M |
-$112M |
-$77.9M |
META, GOOGL, UBER, NFLX, ULTA
|
13F-HR |
2/14/2024, 04:03 PM |
Q3 2023 |
26 |
$626M |
+$136M |
-$54.2M |
+$81.6M |
LLY, GOOGL, META, UBER, NFLX
|
13F-HR |
11/14/2023, 01:48 PM |
Q2 2023 |
26 |
$589M |
+$55.6M |
-$51.7M |
+$3.9M |
VLRS, META, NFLX, GOOGL, UBER
|
13F-HR |
8/14/2023, 03:12 PM |
Q1 2023 |
26 |
$504M |
+$62.7M |
-$87M |
-$24.3M |
VLRS, META, NFLX, GOOGL, UBER
|
13F-HR |
5/15/2023, 03:59 PM |
Q4 2022 |
30 |
$444M |
+$41M |
-$73.7M |
-$32.8M |
VLRS, NFLX, META, GOOGL, UBER
|
13F-HR |
2/14/2023, 01:55 PM |
Q3 2022 |
28 |
$435M |
+$278M |
-$4.24M |
+$273M |
VLRS, NFLX, GOOGL, META, UBER
|
13F-HR |
11/14/2022, 02:53 PM |
Q2 2022 |
20 |
$207M |
$0 |
-$23.2M |
-$23.2M |
VLRS, GOOGL, RYAAY, SAH, META
|
13F-HR |
8/15/2022, 11:57 AM |
Q1 2022 |
20 |
$338M |
+$7.52M |
-$31.1M |
-$23.5M |
VLRS, GOOGL, META, RYAAY, NFLX
|
13F-HR |
5/16/2022, 02:21 PM |
Q4 2021 |
21 |
$416M |
+$24.2M |
-$25.7M |
-$1.51M |
VLRS, META, NFLX, GOOGL, RYAAY
|
13F-HR |
2/14/2022, 01:06 PM |
Q3 2021 |
22 |
$440M |
+$27M |
-$23.7M |
+$3.3M |
VLRS, META, NFLX, RYAAY, GOOGL
|
13F-HR |
11/15/2021, 02:17 PM |
Q2 2021 |
22 |
$420M |
+$18.9M |
-$1.45M |
+$17.5M |
VLRS, META, RYAAY, NFLX, GOOGL
|
13F-HR |
8/16/2021, 02:01 PM |
Q1 2021 |
24 |
$354M |
$0 |
$0 |
|
VLRS, META, RYAAY, NFLX, GOOGL
|
13F-HR |
5/17/2021, 04:52 PM |
Q4 2020 |
21 |
$298M |
+$21.9M |
-$10.1M |
+$11.8M |
VLRS, RYAAY, NFLX, META, GOOGL
|
13F-HR |
2/16/2021, 02:49 PM |
Q3 2020 |
22 |
$234M |
+$29.4M |
-$21.6M |
+$7.79M |
VLRS, RYAAY, NFLX, META, GOOGL
|
13F-HR |
11/16/2020, 04:04 PM |
Q2 2020 |
23 |
$195M |
+$37.6M |
-$4.01M |
+$33.6M |
NFLX, VLRS, META, RYAAY, GOOGL
|
13F-HR |
8/14/2020, 03:37 PM |
Q1 2020 |
18 |
$129M |
+$19.5M |
-$165M |
-$146M |
NFLX, RYAAY, META, VLRS, GOOGL
|
13F-HR |
5/15/2020, 04:14 PM |
Q4 2019 |
22 |
$328M |
+$16M |
-$26.3M |
-$10.3M |
NFLX, META, VLRS, BAC, RYAAY
|
13F-HR |
2/14/2020, 03:56 PM |
Q3 2019 |
22 |
$292M |
+$10.5M |
-$1.61M |
+$8.91M |
NFLX, VLRS, META, BAC, GOOGL
|
13F-HR |
11/14/2019, 12:32 PM |
Q2 2019 |
28 |
$302M |
+$2.46M |
-$8.69M |
-$6.23M |
NFLX, VLRS, META, BAC, SAVE
|
13F-HR |
8/15/2019, 02:17 PM |
Q1 2019 |
30 |
$296M |
+$55M |
-$28.1M |
+$26.8M |
NFLX, META, VLRS, BAC, RYAAY
|
13F-HR |
5/15/2019, 04:17 PM |
Q4 2018 |
35 |
$228M |
+$16.7M |
-$32.9M |
-$16.1M |
NFLX, VLRS, SAVE, META, GOOGL
|
13F-HR |
2/14/2019, 04:05 PM |
Q3 2018 |
39 |
$304M |
+$11.7M |
$0 |
+$11.7M |
NFLX, VLRS, GOOGL, META, RYAAY
|
13F-HR |
11/14/2018, 03:36 PM |
Q2 2018 |
39 |
$279M |
+$39.2M |
-$33.8M |
+$5.35M |
NFLX, META, VLRS, RYAAY, GOOGL
|
13F-HR |
8/14/2018, 02:53 PM |
Q1 2018 |
39 |
$280M |
+$32.4M |
-$117K |
+$32.3M |
NFLX, VLRS, RYAAY, BACWSA, C
|
13F-HR |
5/15/2018, 04:06 PM |
Q4 2017 |
39 |
$231M |
+$17.1M |
-$12.9M |
+$4.21M |
NFLX, RYAAY, BACWSA, VLRS, BAC
|
13F-HR |
2/14/2018, 02:04 PM |
Q3 2017 |
40 |
$217M |
+$7.77M |
-$1.31M |
+$6.46M |
NFLX, BAC, VLRS, BACWSA, RYAAY
|
13F-HR |
11/14/2017, 03:39 PM |
Q2 2017 |
37 |
$200M |
+$17.1M |
-$2.52M |
+$14.5M |
NFLX, VLRS, BAC, RYAAY, BACWSA
|
13F-HR |
8/14/2017, 02:43 PM |
Q1 2017 |
35 |
$177M |
+$20.8M |
-$5.39M |
+$15.4M |
NFLX, BAC, VLRS, BACWSA, CELG
|
13F-HR |
5/15/2017, 04:49 PM |
Q4 2016 |
35 |
$154M |
+$32M |
-$8.57M |
+$23.4M |
NFLX, BAC, BACWSA, SAVE, AIGWS
|
13F-HR |
2/14/2017, 05:38 PM |
Q3 2016 |
40 |
$110M |
+$15.6M |
-$38.8M |
-$23.2M |
NFLX, BAC, C, RYAAY, CELG
|
13F-HR |
11/15/2016, 02:45 PM |
Q2 2016 |
43 |
$121M |
+$22.6M |
-$12M |
+$10.6M |
NFLX, VLRS, C, SAVE, GOOGL
|
13F-HR |
8/15/2016, 02:40 PM |
Q1 2016 |
42 |
$114M |
+$14.6M |
-$26.3M |
-$11.7M |
NFLX, VLRS, SAVE, BACWSA, C
|
13F-HR |
5/16/2016, 02:29 PM |
Q4 2015 |
35 |
$136M |
+$30.6M |
-$36.9M |
-$6.33M |
NFLX, VLRS, GMCR, GOOGL, BACWSA
|
13F-HR |
2/16/2016, 03:50 PM |
Q3 2015 |
36 |
$126M |
+$23M |
-$19M |
+$3.95M |
NFLX, VLRS, AAL, AIGWS, C
|
13F-HR |
11/16/2015, 03:50 PM |
Q2 2015 |
37 |
$176M |
$0 |
$0 |
|
NFLX, VLRS, BACWSA, AIGWS, RDN
|
13F-HR |
8/14/2015, 03:42 PM |
Q1 2015 |
36 |
$157M |
+$10.5M |
-$22.8M |
-$12.3M |
NFLX, GMCR, AAL, VLRS, BACWSA
|
13F-HR |
5/15/2015, 04:51 PM |
Q4 2014 |
41 |
$171M |
+$24.3M |
-$16.3M |
+$8.02M |
NFLX, GMCR, BACWSA, C, AIGWS
|
13F-HR |
2/17/2015, 01:52 PM |
Q3 2014 |
37 |
$160M |
+$18.8M |
-$18.6M |
+$237K |
NFLX, GMCR, BACWSA, SPY, AIGWS
|
13F-HR |
11/14/2014, 12:41 PM |
Q2 2014 |
36 |
$160M |
+$28M |
-$26M |
+$2.02M |
NFLX, GMCR, AAL, BACWSA, AIGWS
|
13F-HR |
8/14/2014, 03:02 PM |
Q1 2014 |
37 |
$154M |
+$31.6M |
-$18.6M |
+$13M |
BACWSA, GMCR, NFLX, AAL, C
|
13F-HR |
5/15/2014, 02:22 PM |
Q4 2013 |
42 |
$131M |
$0 |
$0 |
|
NFLX, C, BACWSA, OCN, GOOGL
|
13F-HR |
2/14/2014, 01:20 PM |