Q3 2024 |
9 |
$199M |
+$1.01M |
-$13.3M |
-$12.3M |
IBKR, TDG, GIL, GWRE, GOOG
|
13F-HR |
11/14/2024, 10:43 AM |
Q2 2024 |
10 |
$187M |
+$13.9M |
-$1.99M |
+$11.9M |
IBKR, TDG, GIL, GOOG, GWRE
|
13F-HR |
8/14/2024, 11:00 AM |
Q1 2024 |
10 |
$167M |
+$8.15M |
-$13.6M |
-$5.5M |
IBKR, TDG, GIL, GOOG, GWRE
|
13F-HR |
5/15/2024, 09:55 AM |
Q4 2023 |
10 |
$159M |
+$6.27M |
-$1.53M |
+$4.74M |
IBKR, TDG, GIL, GOOG, GWRE
|
13F-HR |
2/14/2024, 11:19 AM |
Q3 2023 |
9 |
$146M |
$0 |
-$9.86M |
-$9.86M |
IBKR, TDG, GOOG, GIL, CHTR
|
13F-HR |
11/14/2023, 12:24 PM |
Q2 2023 |
9 |
$150M |
+$11.5M |
-$13.7M |
-$2.25M |
TDG, IBKR, GIL, GOOG, SGU
|
13F-HR |
8/14/2023, 10:51 AM |
Q1 2023 |
8 |
$144M |
+$6.01M |
-$16.7M |
-$10.7M |
IBKR, TDG, GOOG, GIL, GWRE
|
13F-HR |
5/15/2023, 09:50 AM |
Q4 2022 |
8 |
$134M |
+$15M |
-$15.6M |
-$635K |
TDG, IBKR, GOOG, SGU, CHTR
|
13F-HR |
2/14/2023, 10:53 AM |
Q3 2022 |
9 |
$119M |
+$18.2M |
-$8.45M |
+$9.75M |
TDG, IBKR, GOOG, GWRE, CHTR
|
13F-HR |
11/14/2022, 12:09 PM |
Q2 2022 |
10 |
$136M |
+$12.8M |
-$30.9M |
-$18.1M |
TDG, GOOG, IBKR, CHTR, GWRE
|
13F-HR |
8/15/2022, 08:25 AM |
Q1 2022 |
10 |
$193M |
+$17.2M |
-$19.5M |
-$2.35M |
TDG, GOOG, CHTR, CVNA, IBKR
|
13F-HR |
5/16/2022, 10:36 AM |
Q4 2021 |
11 |
$219M |
+$11.9M |
-$6.52M |
+$5.36M |
CHTR, TDG, GOOG, CVNA, IBKR
|
13F-HR |
2/14/2022, 03:50 PM |
Q3 2021 |
10 |
$226M |
+$6.37M |
$0 |
+$6.37M |
CHTR, TDG, CVNA, GOOG, CDLX
|
13F-HR |
11/15/2021, 02:16 PM |
Q2 2021 |
10 |
$232M |
$0 |
-$2.91M |
-$2.91M |
CHTR, TDG, CDLX, CVNA, GOOG
|
13F-HR |
8/16/2021, 12:25 PM |
Q1 2021 |
10 |
$211M |
+$12.6M |
-$48.1M |
-$35.6M |
CHTR, TDG, CDLX, CVNA, IBKR
|
13F-HR |
5/17/2021, 09:46 AM |
Q4 2020 |
10 |
$252M |
+$15.9M |
-$43.5M |
-$27.6M |
CVNA, CHTR, CDLX, TDG, GOOG
|
13F-HR |
2/16/2021, 04:09 PM |
Q3 2020 |
11 |
$231M |
+$10.2M |
-$11.2M |
-$933K |
CVNA, CHTR, TDG, GOOG, CDLX
|
13F-HR |
11/16/2020, 12:16 PM |
Q2 2020 |
10 |
$188M |
+$2.15M |
-$9.66M |
-$7.5M |
CHTR, CVNA, TDG, CDLX, GOOG
|
13F-HR |
8/14/2020, 10:45 AM |
Q1 2020 |
11 |
$143M |
+$18.9M |
-$1.47M |
+$17.4M |
CHTR, TDG, GOOG, CVNA, IBKR
|
13F-HR |
5/15/2020, 11:17 AM |
Q4 2019 |
11 |
$168M |
+$1.86M |
$0 |
+$1.86M |
CHTR, CVNA, GOOG, TDG, IBKR
|
13F-HR |
2/14/2020, 03:13 PM |
Q3 2019 |
11 |
$148M |
+$15.6M |
-$9.86M |
+$5.72M |
CHTR, IBKR, TDG, GOOG, SGU
|
13F-HR |
11/14/2019, 09:54 AM |
Q2 2019 |
10 |
$136M |
+$2.49M |
-$10.1M |
-$7.58M |
CHTR, IBKR, TDG, SGU, GOOG
|
13F-HR |
8/14/2019, 02:32 PM |
Q1 2019 |
10 |
$138M |
$0 |
-$5.99M |
-$5.99M |
CHTR, TDG, IBKR, SGU, BFH
|
13F-HR |
5/15/2019, 09:19 AM |
Q4 2018 |
10 |
$122M |
+$11.3M |
-$4.37M |
+$6.89M |
IBKR, CHTR, TDG, SGU, GOOG
|
13F-HR |
2/14/2019, 07:46 AM |
Q3 2018 |
11 |
$135M |
+$16.6M |
-$15.2M |
+$1.35M |
CHTR, TDG, SGU, BFH, IBKR
|
13F-HR |
11/14/2018, 09:07 AM |
Q2 2018 |
10 |
$132M |
+$17M |
-$8.76M |
+$8.28M |
CHTR, KMX, TDG, SGU, IBKR
|
13F-HR |
8/14/2018, 05:46 PM |
Q1 2018 |
10 |
$117M |
+$23.3M |
-$18.5M |
+$4.75M |
IBKR, SGU, CHTR, TDG, KMX
|
Restatement |
5/15/2018, 03:43 PM |
Q4 2017 |
10 |
$114M |
+$40.7M |
-$49.1M |
-$8.44M |
IBKR, SGU, TDG, CHTR, GOOGL
|
13F-HR |
2/13/2018, 02:02 PM |
Q3 2017 |
11 |
$119M |
+$4.86M |
-$7.85M |
-$2.98M |
IBKR, SGU, BIDU, KMX, TDG
|
13F-HR |
11/14/2017, 01:06 PM |
Q2 2017 |
11 |
$95.8M |
+$6.38M |
-$4M |
+$2.38M |
IBKR, ESRX, TDG, KMX, AXTA
|
13F-HR |
8/14/2017, 10:20 AM |
Q1 2017 |
10 |
$105M |
$0 |
$0 |
|
IBKR, SGU, ESRX, AXTA, TDG
|
13F-HR |
5/12/2017, 05:20 PM |