| Q2 2024 |
16 |
$1.74B |
+$183M |
-$164M |
+$18.5M |
UBER, WIX, TTWO, META, AMZN
|
13F-HR |
8/14/2024, 11:16 AM |
| Q1 2024 |
17 |
$1.71B |
+$328M |
-$399M |
-$71.4M |
UBER, META, WIX, TTWO, CRM
|
13F-HR |
5/14/2024, 03:49 PM |
| Q4 2023 |
18 |
$1.71B |
+$146M |
-$581M |
-$435M |
UBER, WIX, TTWO, ILMN, META
|
13F-HR |
2/14/2024, 11:14 AM |
| Q3 2023 |
19 |
$1.66B |
+$122M |
-$266M |
-$143M |
UBER, TTWO, WIX, META, AMZN
|
13F-HR |
11/14/2023, 10:47 AM |
| Q2 2023 |
18 |
$1.8B |
+$201M |
-$566M |
-$365M |
UBER, TTWO, META, WIX, AMZN
|
13F-HR |
8/14/2023, 08:46 AM |
| Q1 2023 |
19 |
$1.95B |
+$193M |
-$346M |
-$153M |
META, UBER, NFLX, WIX, OKTA
|
13F-HR |
5/15/2023, 10:12 AM |
| Q4 2022 |
19 |
$1.71B |
+$366M |
-$396M |
-$29.5M |
NFLX, UBER, WIX, OKTA, AMZN
|
13F-HR |
2/13/2023, 04:54 PM |
| Q3 2022 |
18 |
$1.77B |
+$377M |
-$293M |
+$83.4M |
UBER, NFLX, AMZN, WIX, TTWO
|
13F-HR |
11/14/2022, 11:56 AM |
| Q2 2022 |
20 |
$1.74B |
+$633M |
-$762M |
-$129M |
UBER, MTCH, DLB, FIVN, BKNG
|
13F-HR |
8/12/2022, 10:06 AM |
| Q1 2022 |
15 |
$2.75B |
+$570M |
-$505M |
+$65.1M |
UBER, BKNG, SAIL, ZEN, MTCH
|
13F-HR |
5/13/2022, 10:26 AM |
| Q4 2021 |
16 |
$3.07B |
+$619M |
-$813M |
-$194M |
BKNG, UBER, NFLX, SAIL, ATVI
|
13F-HR |
2/11/2022, 12:03 PM |
| Q3 2021 |
16 |
$3.39B |
+$432M |
-$838M |
-$406M |
BKNG, UBER, NFLX, Z, ATVI
|
13F-HR |
11/15/2021, 09:07 AM |
| Q2 2021 |
18 |
$4.16B |
+$299M |
-$264M |
+$34.6M |
UBER, BKNG, NFLX, BABA, ZM
|
13F-HR |
8/13/2021, 12:57 PM |
| Q1 2021 |
19 |
$4.15B |
+$895M |
-$485M |
+$410M |
UBER, BKNG, NFLX, SAIL, AMZN
|
13F-HR |
5/14/2021, 11:18 AM |
| Q4 2020 |
19 |
$3.79B |
+$493M |
-$236M |
+$257M |
BKNG, UBER, NFLX, SAIL, COUP
|
13F-HR |
2/12/2021, 04:07 PM |
| Q3 2020 |
17 |
$2.91B |
+$585M |
-$285M |
+$301M |
NFLX, BKNG, UBER, SAIL, XLNX
|
13F-HR |
11/13/2020, 03:11 PM |
| Q2 2020 |
15 |
$2.37B |
+$346M |
-$168M |
+$178M |
NFLX, XLNX, AMZN, NYT, EA
|
13F-HR |
8/13/2020, 11:05 AM |
| Q1 2020 |
14 |
$1.64B |
+$334M |
-$170M |
+$164M |
NFLX, ATVI, EA, NYT, XLNX
|
13F-HR |
5/13/2020, 10:32 AM |
| Q4 2019 |
14 |
$1.54B |
+$175M |
-$183M |
-$7.83M |
NFLX, ATVI, NYT, EA, BABA
|
13F-HR |
2/13/2020, 02:19 PM |
| Q3 2019 |
14 |
$1.31B |
+$252M |
-$113M |
+$139M |
NFLX, ATVI, EA, NYT, BABA
|
13F-HR |
11/12/2019, 06:43 PM |
| Q2 2019 |
14 |
$1.24B |
+$294M |
-$150M |
+$144M |
ATVI, NFLX, NYT, EA, BABA
|
13F-HR |
8/13/2019, 06:23 PM |
| Q1 2019 |
14 |
$1.06B |
+$200M |
-$105M |
+$94.3M |
NFLX, NYT, ATVI, PYPL, ADSK
|
13F-HR |
5/13/2019, 05:15 PM |
| Q4 2018 |
13 |
$778M |
+$236M |
-$110M |
+$125M |
NFLX, NYT, YELP, PYPL, ATVI
|
13F-HR |
2/12/2019, 10:47 AM |
| Q3 2018 |
12 |
$767M |
+$96.6M |
-$133M |
-$36.5M |
NFLX, YELP, NYT, PYPL, ADSK
|
13F-HR |
11/13/2018, 07:36 PM |
| Q2 2018 |
12 |
$726M |
+$103M |
-$136M |
-$33.7M |
NYT, YELP, NFLX, PYPL, ADSK
|
13F-HR |
8/13/2018, 03:41 PM |
| Q1 2018 |
12 |
$670M |
+$173M |
-$155M |
+$18M |
YELP, NFLX, NYT, PYPL, ADSK
|
13F-HR |
5/11/2018, 06:39 PM |
| Q4 2017 |
12 |
$554M |
+$168M |
-$63.8M |
+$104M |
YELP, NFLX, COUP, ADSK, NYT
|
13F-HR |
2/12/2018, 07:05 PM |
| Q3 2017 |
11 |
$451M |
+$127M |
-$70.4M |
+$56.4M |
YELP, NFLX, PANW, ADSK, PYPL
|
13F-HR |
11/8/2017, 07:16 PM |
| Q2 2017 |
13 |
$335M |
+$59.1M |
-$28.5M |
+$30.6M |
YELP, PANW, NFLX, BIDU, ADSK
|
13F-HR |
8/10/2017, 10:58 AM |
| Q1 2017 |
12 |
$224M |
+$98.6M |
-$44.8M |
+$53.7M |
NFLX, PYPL, ADSK, PANW, BIDU
|
13F-HR |
5/12/2017, 12:27 PM |
| Q4 2016 |
12 |
$189M |
$0 |
$0 |
|
NFLX, YELP, ADSK, SBAC, PYPL
|
13F-HR |
2/10/2017, 02:11 PM |