Q3 2024 |
19 |
$143M |
+$33.6M |
-$36.8M |
-$3.19M |
ROKU, AMZN, PLTR, WMT, TJX
|
13F-HR |
11/14/2024, 06:50 PM |
Q2 2024 |
16 |
$140M |
+$23.3M |
-$13M |
+$10.3M |
AMZN, GOOG, COST, PINS, WMT
|
13F-HR |
8/15/2024, 11:43 AM |
Q1 2024 |
17 |
$123M |
+$25.8M |
-$11.5M |
+$14.3M |
AMZN, COST, WMT, ROKU, TJX
|
13F-HR |
5/15/2024, 08:06 PM |
Q4 2023 |
14 |
$109M |
$0 |
$0 |
|
ROKU, COST, PINS, META, WMT
|
13F-HR |
2/14/2024, 04:55 PM |
Q3 2022 |
24 |
$97.4M |
+$17.7M |
-$9.15M |
+$8.55M |
WMT, COST, MRTN, ROKU, JBHT
|
13F-HR |
11/14/2022, 08:04 PM |
Q2 2022 |
23 |
$93.1M |
+$22.8M |
-$13.6M |
+$9.25M |
WMT, MRTN, JBHT, COST, TWTR
|
13F-HR |
8/15/2022, 09:48 PM |
Q1 2022 |
23 |
$106M |
+$18.3M |
-$4.35M |
+$14M |
WMT, JWN, MRTN, TAP, FDX
|
13F-HR |
5/16/2022, 08:59 PM |
Q4 2021 |
20 |
$101M |
+$23.9M |
-$11.6M |
+$12.4M |
WMT, JWN, MRTN, TAP, PINS
|
13F-HR |
2/15/2022, 09:42 PM |
Q3 2021 |
21 |
$95.2M |
+$13.1M |
-$47.6M |
-$34.5M |
WMT, JWN, MRTN, TAP, PINS
|
13F-HR |
11/15/2021, 05:31 PM |
Q2 2021 |
24 |
$151M |
+$20.1M |
-$12.6M |
+$7.53M |
PINS, AMZN, WMT, JWN, ROKU
|
13F-HR |
8/17/2021, 09:21 PM |
Q1 2021 |
23 |
$142M |
+$29.9M |
-$17.1M |
+$12.8M |
PINS, TRIP, WMT, AMZN, JWN
|
Restatement |
5/18/2021, 09:19 PM |
Q4 2020 |
21 |
$120M |
+$26.1M |
-$43.6M |
-$17.5M |
PINS, WMT, AMZN, JWN, MRTN
|
13F-HR |
2/16/2021, 05:08 PM |
Q3 2020 |
18 |
$103M |
+$22.4M |
-$7.16M |
+$15.2M |
PINS, AMZN, ROKU, MRTN, WMT
|
13F-HR |
11/16/2020, 09:00 PM |
Q2 2020 |
17 |
$69.5M |
+$16.7M |
-$21.6M |
-$4.93M |
AMZN, MRTN, PINS, ROKU, WEN
|
13F-HR |
8/14/2020, 05:28 PM |
Q1 2020 |
23 |
$62.1M |
+$16.2M |
-$15.7M |
+$525K |
MRTN, PINS, TWTR, ROKU, AMZN
|
13F-HR |
5/15/2020, 07:37 PM |
Q4 2019 |
17 |
$84.1M |
+$11.3M |
-$5.48M |
+$5.85M |
DIS, MRTN, MODG, ROKU, CHUY
|
13F-HR |
2/18/2020, 07:16 AM |
Q3 2019 |
18 |
$73.4M |
+$16.7M |
-$43.3M |
-$26.6M |
MRTN, MODG, DIS, CHUY, ECL
|
13F-HR |
11/14/2019, 08:18 PM |
Q1 2019 |
27 |
$84.6M |
+$8.49M |
-$11.5M |
-$2.99M |
TWTR, ROKU, MRTN, CHUY, MODG
|
13F-HR |
5/14/2019, 01:17 PM |
Q4 2018 |
18 |
$73.6M |
+$7.17M |
-$11.9M |
-$4.74M |
TWTR, MRTN, ROKU, MODG, JBHT
|
13F-HR |
1/29/2019, 06:06 PM |
Q3 2018 |
21 |
$102M |
+$6.01M |
-$2.64M |
+$3.37M |
TWTR, ROKU, MRTN, DPLO, MODG
|
13F-HR |
11/14/2018, 12:51 PM |
Q2 2018 |
17 |
$103M |
$0 |
$0 |
|
TWTR, MRTN, DPLO, CHUY, JBHT
|
13F-HR |
8/14/2018, 10:29 AM |
Q4 2015 |
29 |
$91.2M |
+$7.74M |
-$9.04M |
-$1.29M |
LDRH, FREDQ, RENT, MRTN, TWTR
|
13F-HR |
2/12/2016, 01:07 PM |
Q3 2015 |
29 |
$95.5M |
+$22.3M |
-$14.4M |
+$7.87M |
LDRH, RENT, FREDQ, TWTR, MRTN
|
Restatement |
11/10/2015, 01:41 PM |
Q2 2015 |
29 |
$109M |
+$11.1M |
-$9.42M |
+$1.68M |
LDRH, FREDQ, RENT, MRTN, WEN
|
13F-HR |
7/31/2015, 04:08 PM |
Q1 2015 |
32 |
$107M |
+$15.1M |
-$9.19M |
+$5.93M |
LDRH, FREDQ, RENT, MRTN, WEN
|
13F-HR |
5/14/2015, 05:11 PM |
Q4 2014 |
27 |
$101M |
$0 |
$0 |
|
LDRH, RENT, FREDQ, SMRTQ, MRTN
|
13F-HR |
5/27/2015, 01:57 PM |