| Q2 2024 |
21 |
$587M |
+$153M |
-$187M |
-$33.5M |
META, NU, FWONK, NFLX, MELI
|
13F-HR |
8/14/2024, 04:05 PM |
| Q1 2024 |
20 |
$593M |
+$145M |
-$110M |
+$34.6M |
META, PYPL, NU, NFLX, DOCU
|
13F-HR |
5/15/2024, 04:20 PM |
| Q4 2023 |
20 |
$496M |
+$145M |
-$75.6M |
+$69.2M |
PYPL, META, INTU, NU, MELI
|
13F-HR |
2/14/2024, 05:03 PM |
| Q3 2023 |
18 |
$382M |
+$66.2M |
-$106M |
-$39.7M |
SPLK, META, FERG, NU, PYPL
|
13F-HR |
11/14/2023, 04:23 PM |
| Q2 2023 |
18 |
$421M |
+$109M |
-$131M |
-$22M |
META, NU, PYPL, FWONK, SPLK
|
13F-HR |
8/14/2023, 09:10 AM |
| Q1 2023 |
18 |
$403M |
+$150M |
-$143M |
+$6.57M |
META, ONON, PYPL, MELI, TTWO
|
13F-HR |
5/15/2023, 09:51 AM |
| Q4 2022 |
17 |
$304M |
+$112M |
-$99.9M |
+$12.1M |
META, SPLK, ABNB, TTWO, AMZN
|
13F-HR |
2/14/2023, 09:49 AM |
| Q3 2022 |
17 |
$293M |
+$105M |
-$66.2M |
+$38.5M |
META, NFLX, MELI, XP, TCOM
|
13F-HR |
11/14/2022, 10:40 AM |
| Q2 2022 |
15 |
$255M |
+$53.6M |
-$143M |
-$89M |
META, Z, PENN, WSM, FIVN
|
13F-HR |
8/15/2022, 08:21 AM |
| Q1 2022 |
21 |
$456M |
+$223M |
-$197M |
+$25.8M |
Z, META, DUOL, ABNB, FIVN
|
13F-HR |
5/16/2022, 09:50 AM |
| Q4 2021 |
23 |
$517M |
+$161M |
-$206M |
-$45M |
META, SMAR, PENN, UBER, NET
|
13F-HR |
2/14/2022, 02:35 PM |
| Q3 2021 |
25 |
$620M |
+$168M |
-$146M |
+$21.7M |
AFRM, Z, META, PENN, WSM
|
13F-HR |
11/15/2021, 02:21 PM |
| Q2 2021 |
26 |
$644M |
+$87M |
-$191M |
-$104M |
Z, META, SMAR, AFRM, STNE
|
13F-HR |
8/16/2021, 03:20 PM |
| Q1 2021 |
28 |
$704M |
+$167M |
-$250M |
-$83.2M |
Z, AFRM, SMAR, WSM, META
|
13F-HR |
5/17/2021, 12:21 PM |
| Q4 2020 |
24 |
$766M |
+$146M |
-$262M |
-$116M |
Z, META, PENN, SMAR, STNE
|
13F-HR |
2/16/2021, 04:21 PM |
| Q3 2020 |
27 |
$705M |
+$177M |
-$210M |
-$32.9M |
Z, PENN, STNE, YNDX, META
|
13F-HR |
11/13/2020, 04:19 PM |
| Q2 2020 |
25 |
$626M |
+$226M |
-$125M |
+$101M |
Z, PENN, WW, PYPL, SMAR
|
13F-HR |
8/14/2020, 09:59 AM |
| Q1 2020 |
21 |
$360M |
+$168M |
-$92.5M |
+$75.3M |
WW, UBER, NET, Z, SVMK
|
13F-HR |
5/14/2020, 11:12 AM |
| Q4 2019 |
15 |
$364M |
+$116M |
-$83.3M |
+$33.1M |
Z, TWTR, WW, AZUL, LSXMK
|
13F-HR |
2/14/2020, 08:35 AM |
| Q3 2019 |
14 |
$327M |
+$117M |
-$96.8M |
+$19.7M |
DOCU, ETSY, SQ, TWLO, PINS
|
13F-HR |
11/14/2019, 09:46 AM |
| Q2 2019 |
15 |
$317M |
+$45.6M |
-$80.2M |
-$34.6M |
PYPL, TWLO, SVMK, TMUS, AMZN
|
13F-HR |
8/14/2019, 09:36 AM |
| Q1 2019 |
17 |
$348M |
+$74.2M |
-$110M |
-$36M |
SVMK, TWTR, TWLO, PYPL, AMZN
|
13F-HR |
5/15/2019, 09:12 AM |
| Q4 2018 |
14 |
$318M |
+$206M |
-$227M |
-$21.2M |
TWTR, TMUS, PYPL, TWLO, WYNN
|
13F-HR |
2/14/2019, 09:41 AM |
| Q3 2018 |
15 |
$345M |
+$177M |
-$104M |
+$72.8M |
AME, TDG, SITE, TMUS, BABA
|
13F-HR |
11/14/2018, 09:50 AM |
| Q2 2018 |
15 |
$271M |
+$85.3M |
-$90.3M |
-$4.95M |
FWONK, TDG, AME, SITE, BKNG
|
13F-HR |
8/14/2018, 09:54 AM |
| Q1 2018 |
17 |
$285M |
+$81.8M |
-$23.7M |
+$58.1M |
SITE, AZUL, TDG, SNAP, DISH
|
13F-HR |
5/14/2018, 04:16 PM |
| Q4 2017 |
15 |
$222M |
+$41.3M |
-$54.6M |
-$13.3M |
SITE, DISH, FWONK, FWONA, TDG
|
13F-HR |
2/13/2018, 11:19 AM |
| Q3 2017 |
17 |
$230M |
+$33.1M |
-$25.4M |
+$7.67M |
SITE, FWONA, DISH, VSAT, FWONK
|
13F-HR |
11/13/2017, 05:02 PM |
| Q2 2017 |
17 |
$213M |
+$73.6M |
-$29.6M |
+$44M |
DISH, FWONA, SITE, FWONK, BABA
|
13F-HR |
8/11/2017, 08:16 AM |
| Q1 2017 |
14 |
$160M |
+$67.3M |
-$33.9M |
+$33.4M |
PCLN, DISH, PYPL, VSAT, SITE
|
13F-HR |
5/12/2017, 08:47 PM |
| Q4 2016 |
9 |
$110M |
$0 |
$0 |
|
PCLN, PYPL, SYMC, BABA, TV
|
13F-HR |
2/13/2017, 06:52 PM |