Q2 2024 |
36 |
$511M |
+$112M |
-$127M |
-$15.2M |
GPI, TPR, RYAAY, URBN, GOOGL
|
13F-HR |
8/14/2024, 09:56 AM |
Q1 2024 |
37 |
$547M |
+$157M |
-$72.8M |
+$84.3M |
RYAAY, GPI, TPR, GOOGL, URBN
|
13F-HR |
5/15/2024, 10:14 AM |
Q4 2023 |
36 |
$430M |
+$96.2M |
-$179M |
-$83.1M |
RYAAY, GOOGL, MCW, INVH, BLDR
|
13F-HR |
2/14/2024, 09:51 AM |
Q3 2023 |
37 |
$463M |
+$74.5M |
-$175M |
-$100M |
RYAAY, GOOGL, DECK, INVH, UBER
|
13F-HR |
11/14/2023, 10:55 AM |
Q2 2023 |
41 |
$601M |
+$128M |
-$159M |
-$30.6M |
RYAAY, DECK, MCW, MODG, INVH
|
13F-HR |
8/14/2023, 09:07 AM |
Q1 2023 |
37 |
$568M |
+$132M |
-$124M |
+$8.01M |
DECK, INVH, BLDR, MODG, RYAAY
|
13F-HR |
5/15/2023, 10:06 AM |
Q4 2022 |
29 |
$509M |
+$58M |
-$153M |
-$95.1M |
DECK, GOOGL, RYAAY, MCW, DHI
|
13F-HR |
2/14/2023, 12:25 PM |
Q3 2022 |
38 |
$584M |
+$84.6M |
-$129M |
-$44.7M |
FNKO, DECK, GOOGL, MCW, BLDR
|
13F-HR |
11/14/2022, 10:15 AM |
Q2 2022 |
41 |
$671M |
+$192M |
-$107M |
+$85.3M |
FNKO, DECK, MCW, BLDR, DHI
|
13F-HR |
8/15/2022, 10:06 AM |
Q1 2022 |
32 |
$682M |
+$173M |
-$236M |
-$62.7M |
FNKO, PTON, DECK, INVH, MCW
|
13F-HR |
5/16/2022, 09:48 AM |
Q4 2021 |
30 |
$834M |
+$74.7M |
-$336M |
-$261M |
PTON, FNKO, BLDR, MCW, DECK
|
13F-HR |
2/14/2022, 12:39 PM |
Q3 2021 |
41 |
$1.18B |
+$299M |
-$190M |
+$109M |
PTON, FNKO, DECK, INVH, MCW
|
13F-HR |
11/15/2021, 10:22 AM |
Q2 2021 |
32 |
$1.21B |
+$222M |
-$160M |
+$62.5M |
PTON, DECK, FNKO, INVH, MODG
|
13F-HR |
8/16/2021, 09:35 AM |
Q1 2021 |
24 |
$1.04B |
+$198M |
-$517M |
-$319M |
PTON, RH, DECK, TCS, MODG
|
13F-HR |
5/17/2021, 09:49 AM |
Q4 2020 |
26 |
$1.29B |
+$328M |
-$646M |
-$318M |
PTON, REAL, GLD, PRPL, DECK
|
13F-HR |
2/16/2021, 09:25 AM |
Q3 2020 |
23 |
$1.24B |
+$299M |
-$221M |
+$78.3M |
PTON, PRPL, DECK, CROX, RH
|
13F-HR |
11/16/2020, 10:58 AM |
Q2 2020 |
22 |
$922M |
+$183M |
-$327M |
-$143M |
PTON, REAL, DECK, CROX, GLD
|
13F-HR |
8/14/2020, 02:14 PM |
Q1 2020 |
25 |
$684M |
+$404M |
-$202M |
+$202M |
PTON, AMZN, DECK, TWTR, CROX
|
13F-HR |
5/15/2020, 10:46 AM |
Q4 2019 |
22 |
$585M |
+$132M |
-$168M |
-$35.5M |
PTON, CROX, GOOGL, DAL, SMPL
|
13F-HR |
2/14/2020, 09:25 AM |
Q3 2019 |
23 |
$558M |
+$164M |
-$164M |
-$244K |
CROX, PTON, RYAAY, CARG, GOOGL
|
13F-HR |
11/14/2019, 10:42 AM |
Q2 2019 |
23 |
$550M |
+$178M |
-$99.1M |
+$79.2M |
CROX, CARG, RYAAY, GOOGL, FNKO
|
13F-HR |
8/14/2019, 07:47 AM |
Q1 2019 |
23 |
$479M |
+$138M |
-$43.9M |
+$94.3M |
FNKO, VNQ, RYAAY, GOOGL, AMZN
|
13F-HR |
5/15/2019, 10:43 AM |
Q4 2018 |
25 |
$346M |
+$167M |
-$80.4M |
+$86.1M |
VNQ, GOOGL, RYAAY, OOMA, FNKO
|
13F-HR |
2/14/2019, 09:44 AM |
Q3 2018 |
27 |
$304M |
+$76.6M |
-$38.8M |
+$37.8M |
SMPL, OOMA, FNKO, FIZZ, SODA
|
13F-HR |
11/14/2018, 11:11 AM |
Q2 2018 |
28 |
$233M |
+$63.5M |
-$40.1M |
+$23.5M |
OOMA, SMPL, IYR, DAL, META
|
13F-HR |
8/14/2018, 10:00 AM |
Q1 2018 |
25 |
$196M |
+$74.4M |
-$40.7M |
+$33.7M |
SMPL, OOMA, IYR, DAL, GOOGL
|
13F-HR |
5/15/2018, 10:12 AM |
Q4 2017 |
24 |
$163M |
+$40.7M |
-$46M |
-$5.32M |
IYR, OOMA, SMPL, SSNC, PLAY
|
13F-HR |
2/14/2018, 08:22 AM |
Q3 2017 |
24 |
$151M |
+$55.7M |
-$50.7M |
+$5.08M |
IYR, OOMA, AMZN, SMPL, DLB
|
13F-HR |
11/14/2017, 09:44 AM |
Q2 2017 |
23 |
$138M |
+$47M |
-$29.6M |
+$17.5M |
IYR, AMZN, OOMA, DLB, COMM
|
13F-HR |
8/14/2017, 07:26 AM |
Q1 2017 |
22 |
$120M |
+$52.3M |
-$25.1M |
+$27.3M |
IYR, OOMA, AMZN, IBKR, DLB
|
13F-HR |
5/15/2017, 10:11 AM |
Q4 2016 |
23 |
$87.4M |
$0 |
$0 |
|
OOMA, AMZN, IBKR, COMM, ETSY
|
13F-HR |
2/14/2017, 08:39 AM |