Q3 2024 |
115 |
$351M |
+$149M |
-$145M |
+$4.68M |
NFLX, RSP, NVDA, CORZ, AMZN
|
13F-HR |
11/13/2024, 04:00 PM |
Q2 2024 |
91 |
$328M |
+$125M |
-$82.2M |
+$42.9M |
NFLX, AMZN, DIA, VZ, UBER
|
13F-HR |
8/13/2024, 04:02 PM |
Q1 2024 |
104 |
$287M |
+$128M |
-$101M |
+$26.9M |
NFLX, UBER, CHTR, VZ, DIA
|
13F-HR |
5/14/2024, 04:00 PM |
Q4 2023 |
71 |
$227M |
+$52.3M |
-$117M |
-$64.9M |
NVDA, UBER, NFLX, CABO, EWZ
|
13F-HR |
2/13/2024, 04:00 PM |
Q3 2023 |
90 |
$267M |
+$123M |
-$105M |
+$17.7M |
NVDA, UBER, PLD, MSFT, EWZ
|
13F-HR |
11/14/2023, 04:01 PM |
Q2 2023 |
98 |
$256M |
+$126M |
-$121M |
+$4.32M |
DIA, UBER, NFLX, PLD, MSFT
|
13F-HR |
8/11/2023, 04:00 PM |
Q1 2023 |
96 |
$238M |
+$136M |
-$42.4M |
+$94M |
JPM, INTC, LNW, HLT, UBER
|
13F-HR |
5/12/2023, 04:00 PM |
Q4 2022 |
67 |
$137M |
+$66.4M |
-$115M |
-$48.2M |
LNW, BRKB, PCYO, HLT, DIA
|
13F-HR |
2/13/2023, 04:00 PM |
Q3 2022 |
137 |
$179M |
+$47.5M |
-$110M |
-$62.4M |
BRKB, LNW, LUXA, IACC, PLD
|
13F-HR |
11/10/2022, 04:01 PM |
Q2 2022 |
175 |
$242M |
+$93.5M |
-$65.5M |
+$28M |
BRKB, MAR, LNW, LUXA, VAC
|
13F-HR |
8/12/2022, 12:00 PM |
Q1 2022 |
196 |
$242M |
+$77.6M |
-$141M |
-$62.9M |
LUXA, SPY, LNW, IACC, PANA
|
13F-HR |
5/13/2022, 12:00 PM |
Q4 2021 |
241 |
$319M |
+$151M |
-$105M |
+$46.4M |
LUXA, ORCL, IACC, CRTO, NFLX
|
13F-HR |
2/11/2022, 12:00 PM |
Q3 2021 |
237 |
$275M |
+$64.3M |
-$141M |
-$76.7M |
ENFA, LUXA, IACC, REGN, PANA
|
13F-HR |
11/12/2021, 12:00 PM |
Q2 2021 |
252 |
$359M |
+$202M |
-$169M |
+$32.5M |
T, ENFA, LUXA, TASK, IACC
|
13F-HR |
8/13/2021, 12:00 PM |
Q1 2021 |
248 |
$314M |
+$224M |
-$165M |
+$58.2M |
LUXA, AACQ, IAC, JAMF, FMAC
|
13F-HR |
5/12/2021, 01:32 PM |
Q4 2020 |
174 |
$251M |
+$206M |
-$111M |
+$94.8M |
LUXAU, INTC, IACA, NFLX, NOACU
|
13F-HR |
2/12/2021, 12:00 PM |
Q3 2020 |
95 |
$143M |
+$106M |
-$83.5M |
+$22.9M |
GME, PSTH, AMZN, VZ, BRKB
|
13F-HR |
11/13/2020, 12:16 PM |
Q2 2020 |
80 |
$104M |
+$74.5M |
-$65.9M |
+$8.54M |
GDX, PENN, ATVI, LNW, ONEM
|
13F-HR |
8/13/2020, 12:00 PM |
Q1 2020 |
84 |
$88.3M |
+$63.6M |
-$126M |
-$62.4M |
VZ, MSFT, CHTR, SPY, EA
|
13F-HR |
5/14/2020, 12:00 PM |
Q4 2019 |
80 |
$168M |
+$126M |
-$80.9M |
+$44.6M |
DIS, SE, GOOGL, GDX, BYD
|
13F-HR |
2/13/2020, 12:00 PM |
Q3 2019 |
68 |
$118M |
+$61M |
-$112M |
-$51.4M |
IWN, BRKB, TTWO, SONY, SE
|
13F-HR |
11/13/2019, 12:00 PM |
Q2 2019 |
71 |
$171M |
+$124M |
-$55.2M |
+$68.3M |
UBER, DIS, NFLX, SONY, IWN
|
13F-HR |
8/13/2019, 11:12 AM |
Q1 2019 |
59 |
$100M |
+$89.9M |
-$30.5M |
+$59.4M |
GWPH, AMZN, NFLX, AMLP, BYD
|
13F-HR |
5/13/2019, 02:26 PM |
Q4 2018 |
40 |
$39.9M |
+$24.7M |
-$91.8M |
-$67.1M |
IWN, TTWO, SPY, IWM, QQQ
|
13F-HR |
2/12/2019, 09:19 AM |
Q3 2018 |
99 |
$119M |
+$57.6M |
-$61.2M |
-$3.62M |
TTWO, HEAR, FDC, MSFT, GLPI
|
13F-HR |
11/14/2018, 11:23 AM |
Q2 2018 |
98 |
$116M |
+$94.2M |
-$67.3M |
+$26.9M |
XLP, EA, HEAR, TTWO, SPOT
|
13F-HR |
8/13/2018, 05:01 PM |
Q1 2018 |
72 |
$81.6M |
+$56.6M |
-$69.5M |
-$12.9M |
BKNG, AMLP, QQQ, SONY, XLE
|
13F-HR |
5/10/2018, 10:15 AM |
Q4 2017 |
107 |
$97.4M |
$0 |
$0 |
|
AABA, AMLP, IBM, MSGS, KMI
|
13F-HR |
2/13/2018, 04:53 PM |