| Q4 2019 |
25 |
$198M |
+$101M |
-$78M |
+$23.2M |
NOW, MSGS, AMZN, TEAM, LBRDK
|
13F-HR |
2/14/2020, 01:00 PM |
| Q3 2019 |
18 |
$160M |
+$62.1M |
-$50.7M |
+$11.3M |
TMUS, MSFT, AMZN, MSGS, CNNE
|
13F-HR |
11/14/2019, 01:02 PM |
| Q2 2019 |
14 |
$148M |
+$28M |
-$103M |
-$75.1M |
BABA, MSFT, TMUS, LBRDK, ADBE
|
13F-HR |
8/14/2019, 01:26 PM |
| Q1 2019 |
18 |
$217M |
+$72M |
-$93.7M |
-$21.6M |
TMUS, GOOG, ADBE, CMCSA, BABA
|
13F-HR |
5/15/2019, 01:11 PM |
| Q4 2018 |
16 |
$210M |
+$65.7M |
-$187M |
-$121M |
TMUS, MSFT, BABA, FOXA, COUP
|
13F-HR |
2/14/2019, 01:03 PM |
| Q3 2018 |
16 |
$360M |
+$99.7M |
-$223M |
-$123M |
TMUS, MSFT, FOXA, EA, COUP
|
13F-HR |
11/14/2018, 01:00 PM |
| Q2 2018 |
21 |
$471M |
+$318M |
-$298M |
+$19.8M |
META, ELLI, MSFT, ADBE, BABA
|
13F-HR |
8/14/2018, 01:00 PM |
| Q1 2018 |
18 |
$423M |
+$153M |
-$192M |
-$38.6M |
TMUS, GOOGL, BTI, ADBE, TTWO
|
13F-HR |
5/15/2018, 01:08 PM |
| Q4 2017 |
15 |
$485M |
+$196M |
-$153M |
+$43.8M |
CMCSA, META, ADBE, GOOGL, TMUS
|
13F-HR |
2/14/2018, 02:01 PM |
| Q3 2017 |
14 |
$426M |
+$192M |
-$61.5M |
+$131M |
META, GOOGL, BTI, EXPE, BABA
|
13F-HR |
11/14/2017, 02:03 PM |
| Q2 2017 |
16 |
$274M |
+$141M |
-$117M |
+$23.9M |
GOOGL, AVGO, BTI, AMC, BABA
|
13F-HR |
8/14/2017, 01:07 PM |
| Q1 2017 |
11 |
$239M |
+$113M |
-$209M |
-$95.5M |
EXPE, AVGO, TTWO, CCI, ZAYO
|
13F-HR |
5/15/2017, 11:10 AM |
| Q4 2016 |
14 |
$322M |
+$156M |
-$165M |
-$9.22M |
YHOO, CCI, GOOGL, CMCSA, TMUS
|
13F-HR |
2/14/2017, 06:20 AM |
| Q3 2016 |
14 |
$321M |
+$80.5M |
-$67.6M |
+$12.9M |
CCI, TMUS, GOOGL, MSFT, ZAYO
|
13F-HR |
11/14/2016, 03:03 PM |
| Q2 2016 |
14 |
$290M |
+$165M |
-$92.5M |
+$72.3M |
TMUS, MSFT, CCI, GOOGL, ZAYO
|
13F-HR |
8/15/2016, 09:43 AM |
| Q1 2016 |
9 |
$226M |
+$118M |
-$123M |
-$4.67M |
CHTR, TV, GOOGL, AVGO, PCLN
|
13F-HR |
5/16/2016, 12:18 PM |
| Q4 2015 |
9 |
$235M |
$0 |
$0 |
|
TV, TRIP, SBGI, ZAYO, AMZN
|
13F-HR |
2/8/2016, 03:50 PM |