Q4 2019 |
21 |
$85.6M |
+$19.8M |
-$51M |
-$31.2M |
CHTR, PYPL, NXST, ACHC, CSTM
|
13F-HR |
2/14/2020, 12:54 PM |
Q3 2019 |
40 |
$109M |
+$22M |
-$12.7M |
+$9.36M |
AMZN, PYPL, CHTR, APO, KKR
|
13F-HR |
11/13/2019, 01:15 PM |
Q2 2019 |
39 |
$101M |
+$30.4M |
-$20.1M |
+$10.3M |
AMZN, PYPL, CHTR, APO, KKR
|
13F-HR |
8/15/2019, 10:23 AM |
Q1 2019 |
37 |
$84.6M |
+$41.3M |
-$26.3M |
+$15M |
AMZN, PYPL, CHTR, KKR, APO
|
13F-HR |
5/15/2019, 02:49 PM |
Q4 2018 |
21 |
$61.9M |
+$12.1M |
-$76.5M |
-$64.4M |
AMZN, PYPL, KKR, CHTR, APO
|
13F-HR |
2/6/2019, 05:08 PM |
Q3 2018 |
39 |
$143M |
+$24.8M |
-$32.1M |
-$7.24M |
AMZN, KKR, PYPL, GOOGL, APO
|
13F-HR |
11/14/2018, 09:19 AM |
Q2 2018 |
43 |
$145M |
+$26.1M |
-$10M |
+$16.1M |
AMZN, KKR, PYPL, GOOGL, APO
|
13F-HR |
7/31/2018, 02:03 PM |
Q1 2018 |
35 |
$126M |
+$29.2M |
-$30M |
-$831K |
AMZN, KKR, YNDX, BACWSA, BABA
|
13F-HR |
5/14/2018, 11:37 AM |
Q4 2017 |
27 |
$127M |
+$11.8M |
-$61.4M |
-$49.7M |
KKR, CHTR, APO, BACWSA, AMZN
|
13F-HR |
2/6/2018, 10:58 AM |
Q3 2017 |
47 |
$165M |
+$23.3M |
-$21.1M |
+$2.19M |
CHTR, AMZN, MGM, APO, KKR
|
13F-HR |
11/9/2017, 05:12 PM |
Q2 2017 |
47 |
$155M |
+$26.6M |
-$16.2M |
+$10.3M |
CHTR, AMZN, MGM, KKR, APO
|
13F-HR |
8/10/2017, 08:11 PM |
Q1 2017 |
45 |
$137M |
+$33.9M |
-$20.1M |
+$13.8M |
CHTR, AMZN, MGM, AIGWS, APO
|
13F-HR |
5/11/2017, 06:55 PM |
Q4 2016 |
26 |
$115M |
+$19.5M |
-$50.6M |
-$31.1M |
CHTR, AMZN, MGM, AIGWS, LYV
|
13F-HR |
2/1/2017, 02:12 PM |
Q3 2016 |
55 |
$142M |
+$23.8M |
-$49.3M |
-$25.6M |
AMZN, CHTR, MGM, LBTYK, LYV
|
13F-HR |
11/10/2016, 03:04 PM |
Q2 2016 |
59 |
$152M |
+$35.2M |
-$35.6M |
-$414K |
CHTR, AMZN, PYPL, LYV, ZOES
|
13F-HR |
8/2/2016, 03:38 PM |
Q1 2016 |
56 |
$156M |
+$50.9M |
-$27.7M |
+$23.2M |
CHTR, AMZN, PYPL, LYV, LBTYK
|
13F-HR |
5/12/2016, 01:04 PM |
Q4 2015 |
24 |
$137M |
+$14.5M |
-$53.3M |
-$38.9M |
AMZN, CHTR, PYPL, LYV, LBTYK
|
13F-HR |
2/3/2016, 12:51 PM |
Q3 2015 |
55 |
$167M |
+$44.9M |
-$46.5M |
-$1.67M |
AMZN, CHTR, ZOES, LYV, PYPL
|
13F-HR |
11/9/2015, 10:11 AM |
Q2 2015 |
46 |
$184M |
+$56.8M |
-$31.9M |
+$24.9M |
CHTR, AMZN, ZOES, MDCA, WRK
|
13F-HR |
8/11/2015, 08:05 AM |
Q1 2015 |
36 |
$169M |
+$31.9M |
-$36.9M |
-$4.96M |
MDCA, CHTR, DAL, AA, QRTEA
|
13F-HR |
5/12/2015, 02:25 PM |
Q4 2014 |
23 |
$168M |
+$34.9M |
-$17.8M |
+$17.1M |
DAL, AA, QRTEA, MDCA, CHTR
|
13F-HR |
2/5/2015, 02:20 PM |
Q3 2014 |
34 |
$143M |
+$32.7M |
-$28.6M |
+$4.03M |
AA, QRTEA, DAL, MDCA, FOXA
|
13F-HR |
11/10/2014, 03:03 PM |
Q2 2014 |
32 |
$145M |
+$12.4M |
-$2.18M |
+$10.2M |
AA, QRTEA, FOXA, DAL, HTZ
|
Restatement |
8/14/2014, 09:51 AM |
Q1 2014 |
29 |
$127M |
+$21.2M |
-$25.5M |
-$4.23M |
QRTEA, HTZ, AA, MDCA, FOXA
|
13F-HR |
5/5/2014, 01:22 PM |
Q4 2013 |
21 |
$134M |
$0 |
$0 |
|
MDCA, QRTEA, GM, HTZ, AA
|
13F-HR |
2/10/2014, 09:51 AM |