Q2 2021 |
20 |
$573M |
+$80.7M |
-$396M |
-$315M |
MTCH, BKNG, AMZN, WIX, RH
|
13F-HR |
8/16/2021, 04:05 PM |
Q1 2021 |
25 |
$808M |
+$528M |
-$337M |
+$191M |
WIX, META, BKNG, MTCH, WDC
|
13F-HR |
5/14/2021, 05:34 PM |
Q4 2020 |
25 |
$621M |
+$317M |
-$371M |
-$53.6M |
BKNG, DIS, WDC, LYV, ESTC
|
13F-HR |
2/16/2021, 04:34 PM |
Q3 2020 |
23 |
$565M |
+$379M |
-$241M |
+$138M |
MTCH, ETSY, SPOT, PENN, NFLX
|
13F-HR |
11/16/2020, 04:14 PM |
Q2 2020 |
25 |
$394M |
+$194M |
-$456M |
-$262M |
MTCH, ZNGA, ESTC, CRWD, SPOT
|
13F-HR |
8/14/2020, 04:51 PM |
Q1 2020 |
25 |
$537M |
+$314M |
-$257M |
+$56.4M |
DIS, ZNGA, NFLX, LYV, ESTC
|
13F-HR |
5/15/2020, 04:02 PM |
Q4 2019 |
21 |
$548M |
+$159M |
-$217M |
-$57.5M |
MTCH, ZNGA, SNAP, AVLR, DIS
|
13F-HR |
2/14/2020, 04:03 PM |
Q3 2019 |
22 |
$570M |
+$216M |
-$304M |
-$88.6M |
ZNGA, MTCH, SIRI, WWE, AVLR
|
13F-HR |
11/14/2019, 04:06 PM |
Q2 2019 |
24 |
$674M |
+$347M |
-$119M |
+$228M |
DIS, NFLX, GM, SIRI, META
|
13F-HR |
8/14/2019, 04:07 PM |
Q1 2019 |
23 |
$432M |
+$194M |
-$170M |
+$24M |
ZNGA, SIRI, GM, IAC, META
|
13F-HR |
5/15/2019, 04:22 PM |
Q4 2018 |
22 |
$341M |
+$83.8M |
-$110M |
-$26.6M |
ZNGA, IAC, META, CSOD, NFLX
|
13F-HR |
2/14/2019, 04:17 PM |
Q3 2018 |
24 |
$448M |
+$119M |
-$196M |
-$77.5M |
IAC, ZNGA, XPO, CSOD, ETSY
|
13F-HR |
11/14/2018, 04:21 PM |
Q2 2018 |
20 |
$496M |
+$105M |
-$157M |
-$52.1M |
META, ETSY, GM, IAC, ZNGA
|
13F-HR |
8/14/2018, 04:28 PM |
Q1 2018 |
20 |
$499M |
+$198M |
-$145M |
+$52.2M |
ETSY, META, XPO, WDC, DY
|
13F-HR |
5/15/2018, 04:30 PM |
Q4 2017 |
17 |
$408M |
+$83.2M |
-$140M |
-$56.6M |
XPO, DY, ETSY, ATVI, NFLX
|
13F-HR |
2/14/2018, 06:10 PM |
Q3 2017 |
20 |
$424M |
+$189M |
-$53.4M |
+$136M |
ETSY, XPO, CTAS, DY, LC
|
13F-HR |
11/14/2017, 04:37 PM |
Q2 2017 |
19 |
$267M |
+$81.8M |
-$82.5M |
-$695K |
ETSY, XPO, WDC, DY, EBAY
|
13F-HR |
8/14/2017, 04:47 PM |
Q1 2017 |
20 |
$241M |
+$119M |
-$48.6M |
+$70.5M |
EBAY, XPO, WDC, DY, NFLX
|
13F-HR |
5/15/2017, 04:19 PM |
Q4 2016 |
19 |
$154M |
$0 |
$0 |
|
AAPL, WDC, CMCSA, DY, ETSY
|
13F-HR |
2/14/2017, 03:40 PM |