Q3 2024 |
351 |
$403M |
+$227M |
-$135M |
+$92.6M |
IWM, SPY, WING, ALK, MCD
|
13F-HR |
11/13/2024, 04:33 PM |
Q2 2024 |
321 |
$297M |
+$199M |
-$87.2M |
+$112M |
SPY, IWM, KMX, ANF, TGT
|
13F-HR |
8/13/2024, 05:47 PM |
Q1 2024 |
265 |
$192M |
+$109M |
-$118M |
-$9.15M |
SPY, DLTR, GAP, FIVE, LUV
|
13F-HR |
5/15/2024, 10:51 AM |
Q4 2023 |
252 |
$187M |
+$93M |
-$91.5M |
+$1.5M |
IWM, LYFT, SPY, COIN, SHOP
|
13F-HR |
2/13/2024, 12:01 PM |
Q3 2023 |
264 |
$168M |
+$78M |
-$159M |
-$81.2M |
IWM, SPY, ULTA, TJX, FIVE
|
13F-HR |
11/8/2023, 12:29 PM |
Q2 2023 |
324 |
$261M |
+$141M |
-$129M |
+$12M |
SPY, IWM, GOOGL, SKX, ROKU
|
13F-HR |
8/15/2023, 01:41 PM |
Q1 2023 |
325 |
$239M |
+$128M |
-$117M |
+$11.2M |
SPY, IWM, ROKU, CCL, GOOG
|
13F-HR |
5/12/2023, 04:38 PM |
Q4 2022 |
311 |
$216M |
+$102M |
-$367M |
-$264M |
SPY, JNK, HUBS, ULTA, LYV
|
13F-HR |
2/14/2023, 04:33 PM |
Q3 2022 |
574 |
$468M |
+$254M |
-$372M |
-$118M |
JNK, ROKU, LULU, SHW, CROX
|
13F-HR |
11/14/2022, 03:56 PM |
Q2 2022 |
641 |
$603M |
+$346M |
-$728M |
-$381M |
JNK, T, DGX, CMCSA, AZO
|
13F-HR |
8/12/2022, 10:16 AM |
Q1 2022 |
781 |
$1.1B |
+$701M |
-$687M |
+$13.9M |
SPY, KMX, SIRI, DECK, TPR
|
13F-HR |
5/11/2022, 06:08 PM |
Q4 2021 |
798 |
$1.14B |
+$639M |
-$1.35B |
-$709M |
KMX, HUBS, AAPL, SIRI, CVS
|
13F-HR |
2/11/2022, 09:24 AM |
Q3 2021 |
973 |
$1.79B |
+$1.14B |
-$1.13B |
+$7.63M |
SPY, CVS, SNAP, WBA, KR
|
13F-HR |
11/12/2021, 09:33 AM |
Q2 2021 |
887 |
$1.83B |
+$1.39B |
-$577M |
+$811M |
UBER, SNAP, AAPL, DIS, SQ
|
13F-HR |
8/13/2021, 12:10 PM |
Q1 2021 |
826 |
$978M |
+$699M |
-$606M |
+$92.2M |
JNK, MA, JPM, RL, INTC
|
13F-HR |
5/6/2021, 03:29 PM |
Q4 2020 |
660 |
$843M |
+$525M |
-$493M |
+$32M |
SHW, TSCO, BRKB, HOG, FIVE
|
13F-HR |
2/12/2021, 10:50 AM |
Q3 2020 |
580 |
$735M |
+$496M |
-$415M |
+$81.5M |
PLNT, EA, TSCO, BBY, V
|
13F-HR |
11/13/2020, 12:31 PM |
Q2 2020 |
502 |
$616M |
+$547M |
-$58.3M |
+$489M |
IWM, DPZ, AMZN, PYPL, MSFT
|
13F-HR |
8/13/2020, 04:29 PM |
Q1 2020 |
167 |
$107M |
+$60.7M |
-$782M |
-$722M |
IWM, SPY, CMCSA, SIRI, KR
|
13F-HR |
5/14/2020, 09:54 AM |
Q4 2019 |
765 |
$878M |
+$628M |
-$436M |
+$192M |
AMZN, DG, TMUS, SBUX, HYG
|
13F-HR |
2/14/2020, 04:56 PM |
Q3 2019 |
689 |
$658M |
+$429M |
-$522M |
-$93.6M |
SPY, JNK, IWM, BX, UNH
|
13F-HR |
11/12/2019, 04:54 PM |
Q2 2019 |
681 |
$761M |
+$558M |
-$513M |
+$44.9M |
SPY, IWM, JNK, TWLO, TXRH
|
13F-HR |
8/14/2019, 02:35 PM |
Q1 2019 |
654 |
$714M |
+$553M |
-$407M |
+$147M |
CRM, XEL, TWLO, MSFT, BILI
|
13F-HR |
5/14/2019, 04:42 PM |
Q4 2018 |
613 |
$538M |
$0 |
$0 |
|
IWM, SPY, CTXS, AKAM, CCL
|
13F-HR |
2/12/2019, 05:00 PM |