| Q2 2024 |
4 |
$28.6M |
+$19M |
-$75.1M |
-$56.1M |
AMZN, CEG, VIK, CHWY
|
13F-HR |
8/14/2024, 10:42 AM |
| Q1 2024 |
6 |
$84.1M |
+$11.4M |
-$76.7M |
-$65.3M |
BYON, META, SPT, DKNG, AMZN
|
13F-HR |
5/15/2024, 09:26 AM |
| Q4 2023 |
9 |
$134M |
+$62.1M |
-$44.7M |
+$17.4M |
DKNG, FIVN, BYON, WMG, META
|
13F-HR |
2/14/2024, 11:25 AM |
| Q3 2023 |
8 |
$103M |
+$25.7M |
-$6.38M |
+$19.3M |
ZTO, META, FIVN, BILL, AMZN
|
13F-HR |
11/14/2023, 09:46 AM |
| Q2 2023 |
8 |
$86.3M |
+$27.2M |
-$58.7M |
-$31.5M |
ZTO, FIVN, MELI, META, AMZN
|
13F-HR |
8/14/2023, 07:23 AM |
| Q1 2023 |
8 |
$112M |
+$54.4M |
-$15.1M |
+$39.3M |
ZTO, CAR, FIVN, AYX, META
|
13F-HR |
5/15/2023, 11:07 AM |
| Q4 2022 |
7 |
$67.4M |
+$17.4M |
-$52.5M |
-$35.1M |
ZTO, CAR, PINS, FIVN, ESTC
|
13F-HR |
2/14/2023, 08:11 AM |
| Q3 2022 |
8 |
$102M |
+$38.7M |
-$27M |
+$11.6M |
ZTO, FIVN, CAR, NXST, AMZN
|
13F-HR |
11/14/2022, 08:56 AM |
| Q2 2022 |
9 |
$100M |
+$24.7M |
-$53.8M |
-$29.1M |
ZTO, FIVN, NXST, SMAR, BABA
|
13F-HR |
8/15/2022, 10:11 AM |
| Q1 2022 |
7 |
$150M |
+$54.9M |
-$76.2M |
-$21.2M |
SMAR, FIVN, NXST, ZTO, RCL
|
13F-HR |
5/16/2022, 10:10 AM |
| Q4 2021 |
9 |
$183M |
+$48.8M |
-$69.3M |
-$20.5M |
SMAR, NXST, FIVN, ZTO, WSM
|
13F-HR |
2/14/2022, 09:08 AM |
| Q3 2021 |
11 |
$212M |
+$57.1M |
-$18.2M |
+$38.9M |
SMAR, FIVN, CAR, EVBG, DASH
|
13F-HR |
11/15/2021, 09:15 AM |
| Q2 2021 |
11 |
$170M |
+$48M |
-$76.9M |
-$28.9M |
SMAR, FIVN, EVBG, WSM, TWLO
|
13F-HR |
8/16/2021, 09:41 AM |
| Q1 2021 |
13 |
$189M |
+$96.7M |
-$120M |
-$23.4M |
SMAR, NXST, BIDU, CAR, EDU
|
13F-HR |
5/17/2021, 10:13 AM |
| Q4 2020 |
14 |
$211M |
+$60M |
-$40.7M |
+$19.3M |
NXST, SMAR, ATUS, PTON, FIVN
|
13F-HR |
2/16/2021, 08:58 AM |
| Q3 2020 |
12 |
$155M |
+$52.6M |
-$31.3M |
+$21.3M |
PTON, JD, ATUS, BABA, AMZN
|
13F-HR |
11/16/2020, 10:37 AM |
| Q2 2020 |
15 |
$121M |
+$50.6M |
-$51.9M |
-$1.31M |
ATUS, GDS, AMZN, JD, NXST
|
13F-HR |
8/14/2020, 11:06 AM |
| Q1 2020 |
13 |
$97.6M |
+$25M |
-$55.8M |
-$30.8M |
AMZN, BABA, SMAR, UBER, ATUS
|
13F-HR |
5/15/2020, 09:46 AM |
| Q4 2019 |
11 |
$143M |
+$23.1M |
-$24.9M |
-$1.85M |
ERI, AMZN, ATUS, SE, BABA
|
13F-HR |
2/14/2020, 11:56 AM |
| Q3 2019 |
11 |
$123M |
+$20.5M |
-$45.4M |
-$24.9M |
BABA, ATUS, ERI, SE, AMZN
|
13F-HR |
11/14/2019, 10:01 AM |
| Q2 2019 |
11 |
$158M |
+$60.5M |
-$137M |
-$76.6M |
SE, BABA, ZNGA, ERI, AMZN
|
13F-HR |
8/14/2019, 11:03 AM |
| Q1 2019 |
11 |
$219M |
+$103M |
-$81.9M |
+$21.3M |
BABA, SE, PDD, AMZN, ERI
|
13F-HR |
5/15/2019, 12:14 PM |
| Q4 2018 |
9 |
$164M |
+$97M |
-$170M |
-$73.5M |
QTS, BABA, STMP, ERI, WYNN
|
13F-HR |
2/14/2019, 09:06 AM |
| Q3 2018 |
9 |
$279M |
+$101M |
-$209M |
-$108M |
ERI, GDS, SPOT, STMP, MOMO
|
13F-HR |
11/14/2018, 11:11 AM |
| Q2 2018 |
13 |
$380M |
+$142M |
-$223M |
-$81.2M |
YNDX, STMP, ERI, NTES, BABA
|
13F-HR |
8/14/2018, 11:10 AM |
| Q1 2018 |
12 |
$437M |
+$210M |
-$119M |
+$91.3M |
STMP, BABA, YNDX, EDU, VIPS
|
13F-HR |
5/15/2018, 10:45 AM |
| Q4 2017 |
8 |
$331M |
+$38.8M |
-$150M |
-$111M |
STMP, BABA, YNDX, INXN, NXST
|
13F-HR |
2/14/2018, 12:22 PM |
| Q3 2017 |
10 |
$413M |
+$122M |
-$110M |
+$12.3M |
STMP, BABA, NXST, YNDX, TRUE
|
13F-HR |
11/14/2017, 02:26 PM |
| Q2 2017 |
13 |
$380M |
+$112M |
-$63.5M |
+$48.7M |
STMP, BABA, NXST, SBGI, ELLI
|
13F-HR |
8/14/2017, 02:36 PM |
| Q1 2017 |
13 |
$311M |
+$82.3M |
-$57.9M |
+$24.5M |
BABA, LC, SBGI, NXST, ELLI
|
13F-HR |
5/15/2017, 01:54 PM |
| Q4 2016 |
13 |
$293M |
+$128M |
-$44.6M |
+$83.1M |
YELP, LC, NXST, BABA, INXN
|
13F-HR |
2/14/2017, 01:41 PM |
| Q3 2016 |
12 |
$216M |
+$94.8M |
-$78.1M |
+$16.7M |
NXST, LC, BABA, ELLI, PCLN
|
13F-HR |
11/14/2016, 09:36 AM |
| Q2 2016 |
10 |
$183M |
+$71.9M |
-$51.5M |
+$20.3M |
MSTR, GTN, ELLI, SIRI, EXPE
|
13F-HR |
8/15/2016, 08:19 AM |
| Q1 2016 |
9 |
$164M |
+$64.1M |
-$58.2M |
+$5.95M |
EXPE, NCLH, GTN, MSTR, SIRI
|
13F-HR |
5/16/2016, 06:20 AM |
| Q4 2015 |
13 |
$154M |
$0 |
$0 |
|
ELLI, NCLH, EXPE, SIRI, GTN
|
13F-HR |
2/10/2016, 08:04 PM |