Q3 2024 |
46 |
$137M |
+$10.5M |
-$35.4M |
-$24.9M |
CZR, UBER, RH, GOOGL, GOGO
|
13F-HR |
11/8/2024, 05:17 PM |
Q2 2024 |
51 |
$157M |
+$14M |
-$7.09M |
+$6.88M |
CZR, UBER, GOOGL, RH, GOGO
|
13F-HR |
8/12/2024, 04:21 PM |
Q1 2024 |
51 |
$159M |
+$86.9M |
-$4.9M |
+$82M |
CZR, RH, UBER, GOOGL, GOGO
|
13F-HR |
5/10/2024, 01:47 PM |
Q4 2023 |
53 |
$67.1M |
$0 |
$0 |
|
RH, CZR, RTX, COP, FSLR
|
New Holdings |
3/14/2024, 04:29 PM |
Q4 2023 |
53 |
$67.1M |
+$12.8M |
-$83.6M |
-$70.8M |
RH, CZR, RTX, COP, FSLR
|
13F-HR |
2/6/2024, 06:04 PM |
Q3 2023 |
45 |
$132M |
$0 |
$0 |
|
CZR, UBER, RH, GOGO, RTX
|
New Holdings |
3/14/2024, 04:09 PM |
Q3 2023 |
45 |
$132M |
+$26.6M |
-$8.04M |
+$18.6M |
CZR, UBER, RH, GOGO, RTX
|
13F-HR |
10/31/2023, 05:34 PM |
Q2 2023 |
35 |
$124M |
+$24M |
-$19.5M |
+$4.49M |
CZR, UBER, RH, GOGO, AMRN
|
13F-HR |
8/3/2023, 02:55 PM |
Q1 2023 |
33 |
$103M |
+$7.33M |
-$23.5M |
-$16.2M |
CZR, UBER, RH, AMRN, CNX
|
13F-HR |
5/9/2023, 03:48 PM |
Q4 2022 |
27 |
$104M |
+$22.9M |
-$34M |
-$11.1M |
CZR, UBER, GOOGL, RH, AMRN
|
13F-HR |
2/6/2023, 04:06 PM |
Q3 2022 |
29 |
$107M |
+$11.6M |
-$10.5M |
+$1.12M |
UBER, CZR, RH, FTCHF, GOOGL
|
13F-HR |
10/25/2022, 08:12 PM |
Q2 2022 |
29 |
$108M |
+$2.64M |
-$24.8M |
-$22.2M |
CZR, UBER, RH, FTCHF, TCS
|
13F-HR |
7/28/2022, 06:14 AM |
Q1 2022 |
32 |
$233M |
+$28.3M |
-$33.7M |
-$5.46M |
CZR, UBER, FTCHF, RH, AMRN
|
13F-HR |
5/9/2022, 06:32 PM |
Q4 2021 |
24 |
$304M |
+$50.3M |
-$56.6M |
-$6.34M |
CZR, FTCHF, UBER, RH, AMRN
|
13F-HR |
2/4/2022, 01:44 PM |
Q3 2021 |
31 |
$357M |
+$45.3M |
-$21.6M |
+$23.7M |
CZR, UBER, FTCHF, AMRN, RH
|
13F-HR |
11/10/2021, 04:31 PM |
Q2 2021 |
26 |
$345M |
+$65.3M |
-$66.2M |
-$921K |
CZR, FTCHF, RH, UBER, AMRN
|
13F-HR |
8/10/2021, 05:57 PM |
Q1 2021 |
30 |
$335M |
+$43.9M |
-$38.8M |
+$5.12M |
CZR, FTCHF, RH, AMRN, BXP
|
13F-HR |
5/12/2021, 01:37 PM |
Q4 2020 |
25 |
$309M |
+$71.2M |
-$86.6M |
-$15.5M |
FTCHF, CZR, RH, AMRN, BXP
|
13F-HR |
2/12/2021, 11:37 AM |
Q3 2020 |
31 |
$216M |
+$92.9M |
-$70.1M |
+$22.8M |
CZR, FTCHF, RH, AL, AMRN
|
13F-HR |
11/12/2020, 03:50 PM |
Q2 2020 |
28 |
$176M |
+$32M |
-$56.1M |
-$24.2M |
FTCHF, AL, ERI, LBRDK, BERY
|
13F-HR |
8/5/2020, 01:38 PM |
Q1 2020 |
27 |
$136M |
+$62.9M |
-$32.8M |
+$30.1M |
AL, LBRDK, FTCHF, BERY, DBX
|
13F-HR |
5/7/2020, 12:19 PM |
Q4 2019 |
15 |
$141M |
+$27.9M |
-$87.9M |
-$60M |
AL, RVLV, ERI, LBRDK, DBX
|
13F-HR |
1/30/2020, 09:54 AM |
Q3 2019 |
63 |
$183M |
+$44.7M |
-$37M |
+$7.7M |
AL, GOOGL, LBRDK, RH, ERI
|
13F-HR |
11/12/2019, 04:17 PM |
Q2 2019 |
61 |
$178M |
+$57.9M |
-$36.1M |
+$21.8M |
AL, GOOGL, LBRDK, NFLX, CZR
|
13F-HR |
8/5/2019, 08:17 PM |
Q1 2019 |
62 |
$149M |
+$49.8M |
-$20.8M |
+$28.9M |
GOOGL, AL, LBRDK, NFLX, COT
|
13F-HR |
5/14/2019, 07:31 PM |
Q4 2018 |
28 |
$109M |
+$43.5M |
-$29.3M |
+$14.2M |
AAPL, GOOGL, RH, AL, COT
|
13F-HR |
2/13/2019, 09:47 AM |
Q3 2018 |
34 |
$124M |
+$31.4M |
-$104M |
-$72.7M |
GOOGL, AAPL, AMRQQ, LBRDK, NFLX
|
13F-HR |
11/13/2018, 03:41 PM |
Q2 2018 |
61 |
$192M |
+$93.8M |
-$59M |
+$34.8M |
GOOGL, COST, SBUX, AAPL, AL
|
13F-HR |
8/14/2018, 06:29 PM |
Q1 2018 |
48 |
$151M |
+$96.8M |
-$42.7M |
+$54.1M |
COST, SBUX, AAPL, GOOGL, AL
|
13F-HR |
5/14/2018, 07:36 PM |
Q4 2017 |
40 |
$96.6M |
$0 |
$0 |
|
COST, AL, NFLX, LB, CMG
|
13F-HR |
2/13/2018, 04:14 PM |