Q2 2024 |
19 |
$3.57B |
+$182M |
-$379M |
-$198M |
AMZN, MELI, HLT, MSFT, FERG
|
13F-HR |
8/14/2024, 04:02 PM |
Q1 2024 |
25 |
$3.71B |
+$200M |
-$191M |
+$8.46M |
AMZN, HLT, MELI, FERG, MSFT
|
13F-HR |
5/15/2024, 04:11 PM |
Q4 2023 |
27 |
$3.49B |
+$245M |
-$368M |
-$123M |
AMZN, MELI, HLT, FERG, MSFT
|
13F-HR |
2/14/2024, 04:06 PM |
Q3 2023 |
28 |
$3.11B |
+$529M |
-$463M |
+$66M |
AMZN, FERG, MELI, HLT, V
|
13F-HR |
11/14/2023, 04:11 PM |
Q2 2023 |
23 |
$3.05B |
+$193M |
-$155M |
+$38.2M |
AMZN, FERG, HLT, V, CPNG
|
13F-HR |
8/14/2023, 04:06 PM |
Q1 2023 |
25 |
$2.77B |
+$583M |
-$476M |
+$107M |
MELI, AMZN, HLT, V, CPNG
|
13F-HR |
5/15/2023, 04:24 PM |
Q4 2022 |
24 |
$2.34B |
+$579M |
-$419M |
+$161M |
HLT, V, MELI, AMZN, CPNG
|
13F-HR |
2/14/2023, 04:09 PM |
Q3 2022 |
22 |
$2.21B |
+$172M |
-$268M |
-$96M |
INTU, AMZN, HLT, V, CPNG
|
13F-HR |
11/14/2022, 04:11 PM |
Q2 2022 |
19 |
$2.21B |
+$516M |
-$113M |
+$403M |
V, INTU, AMZN, HLT, TMUS
|
13F-HR |
8/15/2022, 05:09 PM |
Q1 2022 |
18 |
$2.68B |
+$438M |
-$742M |
-$304M |
AMZN, V, INTU, HLT, META
|
13F-HR |
5/16/2022, 04:33 PM |
Q4 2021 |
22 |
$3.44B |
+$416M |
-$402M |
+$13.7M |
META, AMZN, V, CPNG, HLT
|
13F-HR |
2/14/2022, 04:52 PM |
Q3 2021 |
25 |
$3.46B |
+$200M |
-$266M |
-$66M |
META, TEAM, MELI, AMZN, TWLO
|
13F-HR |
11/15/2021, 04:38 PM |
Q2 2021 |
23 |
$3.65B |
+$196M |
-$318M |
-$122M |
META, CPNG, TWLO, AMZN, TEAM
|
13F-HR |
8/16/2021, 04:24 PM |
Q1 2021 |
24 |
$3.45B |
+$670M |
-$706M |
-$36.1M |
CPNG, META, TWLO, MELI, TEAM
|
13F-HR |
5/17/2021, 04:05 PM |
Q4 2020 |
23 |
$3.61B |
+$708M |
-$620M |
+$87.5M |
TWLO, META, MELI, TEAM, AMZN
|
13F-HR |
2/16/2021, 04:09 PM |
Q3 2020 |
24 |
$2.98B |
+$343M |
-$665M |
-$322M |
TWLO, META, AMZN, MELI, HLT
|
13F-HR |
11/16/2020, 04:26 PM |
Q2 2020 |
22 |
$2.98B |
+$527M |
-$202M |
+$325M |
TWLO, AMZN, META, SMAR, TEAM
|
13F-HR |
8/14/2020, 04:27 PM |
Q1 2020 |
21 |
$1.83B |
+$354M |
-$382M |
-$27.8M |
TWLO, GOOG, AMZN, META, SMAR
|
13F-HR |
5/15/2020, 04:03 PM |
Q4 2019 |
24 |
$2.11B |
+$263M |
-$406M |
-$143M |
GOOG, TWLO, META, MELI, NOW
|
13F-HR |
2/14/2020, 04:05 PM |
Q3 2019 |
23 |
$2.11B |
+$196M |
-$35.6M |
+$161M |
GOOG, TWLO, LBTYK, MELI, NOW
|
13F-HR |
11/14/2019, 04:07 PM |
Q2 2019 |
22 |
$2.02B |
+$206M |
-$182M |
+$24.6M |
TWLO, GOOG, MELI, LBTYK, INST
|
13F-HR |
8/14/2019, 04:04 PM |
Q1 2019 |
21 |
$1.87B |
+$208M |
-$407M |
-$199M |
TWLO, GOOG, MELI, LBTYK, NOW
|
13F-HR |
5/15/2019, 04:07 PM |
Q4 2018 |
23 |
$1.66B |
+$329M |
-$174M |
+$155M |
GOOG, TWLO, AMZN, LBTYK, TEAM
|
13F-HR |
2/14/2019, 04:31 PM |
Q3 2018 |
21 |
$1.74B |
+$165M |
-$323M |
-$158M |
GOOG, TWLO, AMZN, LBTYK, TEAM
|
13F-HR |
11/14/2018, 04:19 PM |
Q2 2018 |
19 |
$1.61B |
+$76.2M |
-$51.5M |
+$24.7M |
GOOG, AMZN, TWLO, LBTYK, TEAM
|
13F-HR |
8/14/2018, 04:12 PM |
Q1 2018 |
22 |
$1.49B |
+$385M |
-$408M |
-$22.4M |
GOOG, LBTYK, AMZN, TEAM, BKNG
|
13F-HR |
5/15/2018, 04:06 PM |
Q4 2017 |
21 |
$1.44B |
+$340M |
-$331M |
+$9.45M |
GOOG, LBTYK, AMZN, PCLN, TEAM
|
13F-HR |
2/14/2018, 04:18 PM |
Q3 2017 |
22 |
$1.38B |
+$118M |
-$186M |
-$68.7M |
GOOG, LBTYK, AMZN, IAC, META
|
13F-HR |
11/14/2017, 04:39 PM |
Q2 2017 |
23 |
$1.43B |
+$216M |
-$346M |
-$130M |
GOOG, LBTYK, IAC, AMZN, TRVG
|
13F-HR |
8/14/2017, 04:25 PM |
Q1 2017 |
23 |
$1.44B |
+$269M |
-$327M |
-$57.4M |
GOOG, CHTR, LBTYK, PCLN, CMCSA
|
13F-HR |
5/15/2017, 04:21 PM |
Q4 2016 |
20 |
$1.31B |
+$410M |
-$108M |
+$302M |
CHTR, GOOG, PCLN, CMCSA, LBTYK
|
13F-HR |
2/14/2017, 04:12 PM |
Q3 2016 |
18 |
$1.03B |
+$59.9M |
-$67.8M |
-$7.91M |
AMZN, CHTR, PCLN, LBTYK, GOOG
|
13F-HR |
11/14/2016, 04:31 PM |
Q2 2016 |
17 |
$927M |
+$333M |
-$281M |
+$51.9M |
AMZN, CHTR, EXPE, LBTYK, PCLN
|
13F-HR |
8/15/2016, 04:08 PM |
Q1 2016 |
18 |
$892M |
+$195M |
-$212M |
-$16.3M |
LBTYK, CHTR, AMZN, FOX, GOOG
|
13F-HR |
5/16/2016, 04:06 PM |
Q4 2015 |
21 |
$926M |
+$166M |
-$136M |
+$30.3M |
LBTYK, AMZN, MSFT, CMCSA, CHTR
|
13F-HR |
2/16/2016, 04:06 PM |
Q3 2015 |
18 |
$826M |
+$152M |
-$156M |
-$4.41M |
LBTYK, AMZN, CMCSK, EXPE, MSFT
|
13F-HR |
11/16/2015, 04:05 PM |
Q2 2015 |
24 |
$882M |
+$265M |
-$225M |
+$40M |
LBTYK, AMZN, CMCSK, MSFT, EXPE
|
13F-HR |
8/14/2015, 04:05 PM |
Q1 2015 |
21 |
$831M |
+$318M |
-$18.9M |
+$299M |
LBTYK, CMCSA, SBAC, META, EXPE
|
13F-HR |
5/15/2015, 04:09 PM |
Q4 2014 |
20 |
$525M |
+$203M |
-$149M |
+$53.9M |
LBTYK, CMCSA, FOXA, SBAC, PCLN
|
13F-HR |
2/17/2015, 04:21 PM |
Q3 2014 |
26 |
$454M |
+$101M |
-$70.1M |
+$30.8M |
CMCSA, LBTYK, CCI, FOXA, AMZN
|
13F-HR |
11/14/2014, 04:05 PM |
Q2 2014 |
23 |
$421M |
+$142M |
-$74.3M |
+$67.7M |
CMCSA, LBTYK, CCI, AMZN, BIDU
|
13F-HR |
8/14/2014, 04:14 PM |
Q1 2014 |
24 |
$367M |
+$227M |
-$48.1M |
+$179M |
LBTYK, CMCSA, AMZN, CCI, FOXA
|
13F-HR |
5/15/2014, 04:11 PM |
Q4 2013 |
14 |
$213M |
$0 |
$0 |
|
AAPL, LBTYK, EBAY, AMZN, CCI
|
13F-HR |
2/14/2014, 04:10 PM |