| Q4 2019 |
2 |
$11.8M |
+$71.5K |
-$6.99M |
-$6.92M |
LNW, PDD
|
13F-HR |
1/14/2020, 04:43 PM |
| Q3 2019 |
5 |
$16.1M |
+$6.86M |
-$5.29M |
+$1.57M |
LNW, SCPL, PDD, PS, DHXM
|
13F-HR |
10/17/2019, 09:30 AM |
| Q2 2019 |
3 |
$14.9M |
+$3.07M |
-$56.2M |
-$53.2M |
LNW, SCPL, DHXM
|
13F-HR |
7/17/2019, 03:56 PM |
| Q1 2019 |
4 |
$69M |
+$7.32M |
-$207M |
-$199M |
LNW, YELP, PVTL, DHXM
|
13F-HR |
5/1/2019, 06:27 PM |
| Q4 2018 |
10 |
$277M |
+$64.5M |
-$208M |
-$143M |
YELP, LNW, DHXM, SFLY, BATRK
|
13F-HR |
2/5/2019, 04:17 PM |
| Q3 2018 |
15 |
$479M |
+$196M |
-$400M |
-$204M |
LNW, YELP, SFLY, ATVI, BATRK
|
13F-HR |
10/18/2018, 10:15 AM |
| Q2 2018 |
11 |
$629M |
$0 |
$0 |
|
LNW, YELP, SFLY, NTES, BATRK
|
New Holdings |
8/9/2018, 05:50 PM |
| Q2 2018 |
20 |
$722M |
+$177M |
-$54.9M |
+$122M |
LNW, YELP, SFLY, NTES, BATRK
|
13F-HR |
8/8/2018, 02:57 PM |
| Q1 2018 |
14 |
$717M |
+$188M |
-$215M |
-$27.6M |
LNW, SFLY, YELP, BATRK, SNAP
|
13F-HR |
5/14/2018, 03:58 PM |
| Q4 2017 |
14 |
$705M |
+$125M |
-$330M |
-$205M |
LNW, YELP, SFLY, AABA, YNDX
|
13F-HR |
2/9/2018, 01:52 PM |
| Q3 2017 |
18 |
$891M |
+$275M |
-$170M |
+$106M |
LNW, YELP, SFLY, YNDX, TRUE
|
13F-HR |
11/14/2017, 03:43 PM |
| Q2 2017 |
15 |
$630M |
+$105M |
-$288M |
-$183M |
YELP, SFLY, LNW, LC, TRUE
|
13F-HR |
8/15/2017, 04:36 PM |
| Q1 2017 |
20 |
$652M |
+$267M |
-$175M |
+$91.7M |
SFLY, LNW, LC, FOXA, SQ
|
13F-HR |
5/15/2017, 04:30 PM |
| Q4 2016 |
19 |
$608M |
+$240M |
-$172M |
+$67.5M |
SFLY, YELP, LC, LNW, EBAY
|
13F-HR |
2/14/2017, 03:39 PM |
| Q3 2016 |
20 |
$533M |
+$203M |
-$91.3M |
+$111M |
SFLY, YELP, GOOGL, EBAY, EXPE
|
13F-HR |
11/14/2016, 04:19 PM |
| Q2 2016 |
17 |
$359M |
+$120M |
-$39M |
+$80.7M |
SFLY, YELP, LNW, EXPE, DISH
|
Restatement |
11/2/2016, 03:48 PM |
| Q1 2016 |
9 |
$249M |
+$110M |
-$109M |
+$801K |
SFLY, YELP, LNW, EXPE, META
|
13F-HR |
5/16/2016, 02:50 PM |
| Q4 2015 |
9 |
$259M |
$0 |
$0 |
|
SFLY, YELP, LNW, IAC, GOOGL
|
13F-HR |
2/3/2016, 03:39 PM |