Q2 2024 |
75 |
$352M |
+$234M |
-$102M |
+$132M |
NVDA, NFLX, AVGO, META, PDD
|
13F-HR |
8/14/2024, 03:40 PM |
Q1 2024 |
61 |
$219M |
+$150M |
-$83.4M |
+$66.8M |
AAPL, NFLX, AAL, C, W
|
13F-HR |
5/15/2024, 05:42 PM |
Q4 2023 |
49 |
$142M |
+$79.3M |
-$127M |
-$47.4M |
OXY, PYPL, AAL, WYNN, PBR
|
13F-HR |
2/14/2024, 03:42 PM |
Q3 2023 |
62 |
$176M |
+$87.2M |
-$138M |
-$50.7M |
GDX, LVS, JPM, GOLD, PDD
|
Restatement |
11/14/2023, 05:15 PM |
Q2 2023 |
61 |
$241M |
+$200M |
-$47.1M |
+$153M |
C, NVDA, OXY, LVS, WYNN
|
13F-HR |
8/14/2023, 11:49 AM |
Q1 2023 |
34 |
$82.4M |
+$40.4M |
-$151M |
-$111M |
PBR, SQ, JPM, QCOM, T
|
13F-HR |
5/15/2023, 05:45 PM |
Q4 2022 |
69 |
$180M |
+$67.6M |
-$137M |
-$69.4M |
PBR, PINS, GDXJ, UBER, ATVI
|
13F-HR |
2/14/2023, 11:53 AM |
Q3 2022 |
82 |
$240M |
+$132M |
-$54M |
+$77.8M |
ADBE, PBR, PINS, AVGO, BP
|
13F-HR |
11/14/2022, 05:57 PM |
Q2 2022 |
65 |
$167M |
+$89.3M |
-$112M |
-$23M |
PBR, NFLX, T, BP, GDXJ
|
13F-HR |
8/15/2022, 02:56 PM |
Q1 2022 |
77 |
$224M |
+$110M |
-$214M |
-$104M |
PBR, T, MSFT, WDC, BP
|
13F-HR |
5/16/2022, 03:36 PM |
Q4 2021 |
93 |
$348M |
+$198M |
-$121M |
+$77.5M |
T, LVS, W, ABNB, SHOP
|
13F-HR |
2/14/2022, 05:25 PM |
Q3 2021 |
82 |
$264M |
+$153M |
-$98.9M |
+$54.3M |
COIN, BYND, AAPL, MS, ET
|
13F-HR |
11/15/2021, 11:47 AM |
Q2 2021 |
59 |
$227M |
+$160M |
-$89.6M |
+$70M |
BYND, DIS, MA, ET, ATVI
|
13F-HR |
8/16/2021, 03:22 PM |
Q1 2021 |
60 |
$152M |
+$110M |
-$71.7M |
+$38.1M |
NFLX, WFC, ATVI, F, MA
|
13F-HR |
5/17/2021, 04:00 PM |
Q4 2020 |
56 |
$98.4M |
+$60.7M |
-$46.3M |
+$14.4M |
BYND, BMY, AXP, T, ET
|
13F-HR |
2/16/2021, 03:32 PM |
Q3 2020 |
48 |
$62.9M |
$0 |
$0 |
|
GDX, F, BYND, DIS, LYFT
|
13F-HR |
11/16/2020, 03:29 PM |
Q2 2020 |
48 |
$90.7M |
+$70.2M |
-$45.1M |
+$25.1M |
GDX, PTON, CRM, F, ET
|
13F-HR |
8/14/2020, 11:24 AM |
Q1 2020 |
44 |
$57.3M |
+$45.9M |
-$33.5M |
+$12.4M |
AAPL, CSCO, F, KHC, PDD
|
13F-HR |
5/15/2020, 05:09 PM |
Q4 2019 |
38 |
$58.7M |
+$44.4M |
-$71.7M |
-$27.2M |
WFC, ET, UBER, PXD, DIS
|
13F-HR |
2/14/2020, 12:33 PM |
Q3 2019 |
31 |
$72.6M |
+$34.3M |
-$40.8M |
-$6.49M |
BABA, NFLX, PFE, NVDA, AAL
|
13F-HR |
11/14/2019, 02:59 PM |
Q2 2019 |
24 |
$83M |
+$60.6M |
-$16.7M |
+$43.9M |
BABA, NFLX, WFC, CRM, TSLA
|
13F-HR |
8/14/2019, 04:07 PM |
Q1 2019 |
29 |
$40.4M |
+$24.7M |
-$20M |
+$4.65M |
CRM, BABA, TSLA, AAL, JPM
|
13F-HR |
5/15/2019, 04:54 PM |
Q4 2018 |
18 |
$32.4M |
+$19.4M |
-$21.7M |
-$2.32M |
CRM, MSFT, LOW, FSLR, XOM
|
13F-HR |
2/14/2019, 01:40 PM |
Q3 2018 |
29 |
$37.3M |
+$13.1M |
-$67.6M |
-$54.6M |
CRM, AAL, GM, F, JPM
|
13F-HR |
11/14/2018, 12:20 PM |
Q2 2018 |
42 |
$93.7M |
+$46.8M |
-$35.2M |
+$11.6M |
CRM, META, MU, DHI, GE
|
13F-HR |
8/14/2018, 03:25 PM |
Q1 2018 |
39 |
$80.4M |
+$63.7M |
-$30.9M |
+$32.9M |
NFLX, META, WFC, DHI, BIDU
|
13F-HR |
5/15/2018, 12:45 PM |
Q4 2017 |
18 |
$51.2M |
+$37.3M |
-$34M |
+$3.26M |
META, GE, MON, MU, ANF
|
13F-HR |
2/14/2018, 03:29 PM |
Q3 2017 |
33 |
$47.8M |
+$24.7M |
-$21.6M |
+$3.09M |
META, WFC, MU, AAL, LVS
|
13F-HR |
11/14/2017, 05:07 PM |
Q2 2017 |
32 |
$43.2M |
+$26.8M |
-$21.6M |
+$5.17M |
QCOM, MU, AABA, CRM, GM
|
13F-HR |
8/14/2017, 03:13 PM |
Q1 2017 |
31 |
$36.4M |
+$15.1M |
-$23.4M |
-$8.34M |
MU, GOLD, AAL, BAC, QCOM
|
Restatement |
5/15/2017, 05:10 PM |
Q4 2016 |
37 |
$43.1M |
+$16.3M |
-$20.1M |
-$3.83M |
AMBA, GOLD, AAL, NFLX, AGN
|
13F-HR |
2/14/2017, 01:11 PM |
Q3 2016 |
38 |
$48.3M |
+$18.9M |
-$508M |
-$489M |
AMZN, PG, AMBA, TWTR, FSLR
|
13F-HR |
11/14/2016, 07:05 PM |
Q2 2016 |
138 |
$532M |
+$512M |
-$7.95M |
+$504M |
AMZN, AMBA, TWTR, FSLR, AAPL
|
13F-HR |
8/15/2016, 12:29 PM |
Q1 2016 |
35 |
$28M |
+$9.77M |
-$29.7M |
-$19.9M |
AMZN, AAPL, TWTR, FSLR, PANW
|
13F-HR |
5/16/2016, 10:05 AM |
Q4 2015 |
51 |
$49.2M |
+$16.7M |
-$24M |
-$7.24M |
NFLX, TWTR, HLF, JPM, META
|
13F-HR |
2/16/2016, 06:44 PM |
Q3 2015 |
37 |
$53.7M |
+$23.4M |
-$9.56M |
+$13.9M |
META, C, NFLX, TWTR, JPM
|
13F-HR |
11/16/2015, 01:11 PM |
Q2 2015 |
31 |
$54M |
$0 |
$0 |
|
NFLX, WMB, SCTY, META, TWTR
|
13F-HR |
8/14/2015, 01:33 PM |