Q3 2024 |
12 |
$928M |
+$98.5M |
-$97.4M |
+$1.11M |
META, AZO, WIX, APP, PYPL
|
13F-HR |
11/14/2024, 09:00 AM |
Q2 2024 |
11 |
$839M |
+$82.5M |
-$131M |
-$48.4M |
META, SMAR, WIX, AZO, GOOG
|
13F-HR |
8/14/2024, 09:00 AM |
Q1 2024 |
10 |
$860M |
+$87.2M |
-$67.2M |
+$20.1M |
META, GOOG, WIX, SMAR, PYPL
|
13F-HR |
5/15/2024, 09:00 AM |
Q4 2023 |
9 |
$778M |
+$85.2M |
-$213M |
-$128M |
META, SMAR, GOOG, WIX, HRI
|
13F-HR |
2/14/2024, 09:00 AM |
Q3 2023 |
10 |
$766M |
+$117M |
-$140M |
-$23.7M |
META, GOOG, WIX, SMAR, PYPL
|
13F-HR |
11/14/2023, 09:00 AM |
Q2 2023 |
10 |
$755M |
+$47.4M |
-$168M |
-$121M |
META, SMAR, WIX, GOOG, DIS
|
13F-HR |
8/14/2023, 09:00 AM |
Q1 2023 |
9 |
$882M |
+$25.7M |
-$65.2M |
-$39.5M |
META, SMAR, WIX, GOOG, ROKU
|
Restatement |
7/20/2023, 04:44 PM |
Q4 2022 |
9 |
$688M |
+$40.2M |
-$115M |
-$75.2M |
SMAR, WIX, META, ROKU, DIS
|
13F-HR |
2/14/2023, 09:00 AM |
Q3 2022 |
10 |
$825M |
+$91.8M |
$0 |
+$91.8M |
WIX, SMAR, META, ROKU, POSH
|
Restatement |
7/20/2023, 04:42 PM |
Q2 2022 |
10 |
$801M |
+$134M |
-$74M |
+$60.1M |
WIX, META, ROKU, SMAR, DIS
|
13F-HR |
8/15/2022, 07:55 AM |
Q1 2022 |
11 |
$1.04B |
+$200M |
-$4.01M |
+$196M |
META, SMAR, WIX, DIS, PYPL
|
13F-HR |
5/13/2022, 11:24 AM |
Q4 2021 |
10 |
$1.17B |
+$162M |
-$51M |
+$111M |
WIX, SMAR, META, PYPL, DIS
|
13F-HR |
2/14/2022, 07:20 AM |
Q3 2021 |
9 |
$1.15B |
+$119M |
-$175M |
-$56.5M |
META, SMAR, WIX, PYPL, DIS
|
13F-HR |
11/15/2021, 09:49 AM |
Q2 2021 |
9 |
$1.33B |
+$287M |
-$60.6M |
+$226M |
META, SMAR, WIX, EBAY, PYPL
|
13F-HR |
8/16/2021, 08:43 AM |
Q1 2021 |
8 |
$956M |
+$211M |
-$97.1M |
+$114M |
META, SMAR, WIX, EBAY, PYPL
|
13F-HR |
5/14/2021, 08:43 AM |
Q4 2020 |
9 |
$764M |
+$86.9M |
-$177M |
-$90.4M |
META, WIX, SMAR, GOOG, EBAY
|
13F-HR |
2/16/2021, 08:46 AM |
Q3 2020 |
11 |
$673M |
+$75.5M |
-$69M |
+$6.59M |
META, WIX, GOOG, UPWK, ROKU
|
13F-HR |
11/13/2020, 08:51 AM |
Q2 2020 |
10 |
$619M |
+$146M |
-$165M |
-$18.9M |
META, SMAR, WIX, GOOG, UPWK
|
13F-HR |
8/14/2020, 09:45 AM |
Q1 2020 |
8 |
$396M |
+$85.4M |
-$104M |
-$19.1M |
META, WIX, GOOG, AVLR, ROKU
|
13F-HR |
5/15/2020, 10:14 AM |
Q4 2019 |
9 |
$508M |
+$118M |
-$69.3M |
+$49.1M |
META, AVLR, WIX, DESP, ROKU
|
13F-HR |
2/14/2020, 11:01 AM |
Q3 2019 |
9 |
$426M |
+$54.9M |
-$57.5M |
-$2.65M |
META, AVLR, WIX, DESP, GOOG
|
13F-HR |
11/14/2019, 10:11 AM |
Q2 2019 |
10 |
$447M |
+$91.1M |
-$80.7M |
+$10.4M |
META, AVLR, WIX, DESP, GOOG
|
13F-HR |
8/14/2019, 09:35 AM |
Q1 2019 |
9 |
$398M |
+$74.6M |
-$124M |
-$49.5M |
META, WIX, PYPL, GOOG, DESP
|
13F-HR |
5/15/2019, 10:59 AM |
Q4 2018 |
11 |
$360M |
+$68.9M |
-$75.2M |
-$6.31M |
META, WIX, PYPL, TTD, GOOG
|
13F-HR |
2/14/2019, 11:04 AM |
Q3 2018 |
12 |
$427M |
+$51M |
-$24.7M |
+$26.3M |
META, DG, PYPL, GOOG, TTD
|
13F-HR |
11/14/2018, 09:54 AM |
Q2 2018 |
11 |
$379M |
+$94.7M |
-$31.4M |
+$63.3M |
META, DG, GOOG, PYPL, SITE
|
13F-HR |
8/14/2018, 02:18 PM |
Q1 2018 |
9 |
$296M |
+$77M |
-$67.5M |
+$9.5M |
META, EBAY, SITE, GOOG, DG
|
13F-HR |
5/15/2018, 10:54 AM |
Q4 2017 |
10 |
$277M |
+$47.3M |
-$20.1M |
+$27.2M |
META, CMPR, CHGG, DG, WK
|
13F-HR |
2/14/2018, 10:10 AM |
Q3 2017 |
10 |
$231M |
+$28.1M |
-$34.3M |
-$6.18M |
META, CMPR, WK, DG, GOOG
|
13F-HR |
11/14/2017, 10:42 AM |
Q2 2017 |
10 |
$213M |
+$27.5M |
-$7.25M |
+$20.2M |
META, CMPR, YELP, GOOG, BAM
|
13F-HR |
8/8/2017, 12:06 PM |
Q1 2017 |
9 |
$177M |
+$59.3M |
-$566K |
+$58.7M |
META, CMPR, DG, DSGX, GOOG
|
13F-HR |
5/15/2017, 09:50 AM |
Q4 2016 |
6 |
$107M |
$0 |
$0 |
|
META, CMPR, BAM, ROP, DSGX
|
13F-HR |
1/17/2017, 03:56 PM |