Q3 2024 |
34 |
$5.18B |
+$1.57B |
-$2.88B |
-$1.32B |
CART, XPO, PM, RCL, GEHC
|
13F-HR |
11/14/2024, 09:59 AM |
Q2 2024 |
35 |
$5.93B |
+$1.84B |
-$2.59B |
-$748M |
CART, PM, LEN, LYV, XPO
|
13F-HR |
8/14/2024, 07:46 AM |
Q1 2024 |
34 |
$6.58B |
+$2.03B |
-$1.84B |
+$187M |
CART, PM, EQR, META, GOOGL
|
13F-HR |
5/15/2024, 08:51 AM |
Q4 2023 |
28 |
$5.69B |
+$584M |
-$2.4B |
-$1.82B |
CART, PM, META, TPX, ELV
|
13F-HR |
2/14/2024, 07:16 AM |
Q3 2023 |
37 |
$6.94B |
+$3.42B |
-$1.6B |
+$1.82B |
CART, MSFT, META, ELV, TPX
|
13F-HR |
11/14/2023, 09:17 AM |
Q2 2023 |
38 |
$5.2B |
+$1.8B |
-$2.24B |
-$433M |
TPX, MSFT, ELV, CPT, HLT
|
13F-HR |
8/14/2023, 09:16 AM |
Q1 2023 |
35 |
$5.31B |
+$2.64B |
-$2.5B |
+$134M |
MSFT, ELV, GOOGL, AMZN, LULU
|
13F-HR |
5/15/2023, 08:40 AM |
Q4 2022 |
30 |
$4.88B |
+$1.09B |
-$1.49B |
-$404M |
MSFT, AMZN, RH, PODD, EXPE
|
13F-HR |
2/14/2023, 09:39 AM |
Q3 2022 |
33 |
$5.48B |
+$1.81B |
-$655M |
+$1.15B |
MSFT, AMZN, RIVN, SHW, EXPE
|
13F-HR |
11/14/2022, 09:33 AM |
Q2 2022 |
24 |
$4.22B |
+$764M |
-$1.81B |
-$1.04B |
MSFT, EXPE, AMZN, RIVN, PODD
|
13F-HR |
8/15/2022, 09:09 AM |
Q1 2022 |
25 |
$8.49B |
+$732M |
-$6.82B |
-$6.08B |
EXPE, MSFT, RIVN, AMZN, WRBY
|
13F-HR |
5/16/2022, 08:36 AM |
Q4 2021 |
45 |
$16.6B |
+$6.05B |
-$6.82B |
-$768M |
EXPE, RIVN, CVNA, JD, AMZN
|
13F-HR |
2/14/2022, 10:09 AM |
Q3 2021 |
66 |
$17.9B |
+$6.34B |
-$3.39B |
+$2.95B |
EXPE, JD, HOOD, MSFT, AMZN
|
13F-HR |
11/15/2021, 12:39 PM |
Q2 2021 |
56 |
$15.3B |
+$5.21B |
-$4.27B |
+$936M |
JD, EXPE, AMZN, MSFT, CVNA
|
13F-HR |
8/16/2021, 09:53 AM |
Q1 2021 |
47 |
$13.5B |
+$3.21B |
-$10.9B |
-$7.67B |
MSFT, JD, EXPE, META, DHR
|
13F-HR |
5/17/2021, 04:26 PM |
Q4 2020 |
52 |
$21.2B |
+$5.79B |
-$4.92B |
+$878M |
U, JD, MSFT, EXPE, JPM
|
13F-HR |
2/16/2021, 09:37 AM |
Q3 2020 |
49 |
$17.1B |
+$6.32B |
-$4.24B |
+$2.08B |
JD, U, CVNA, MSFT, EXPE
|
13F-HR |
11/16/2020, 09:16 AM |
Q2 2020 |
47 |
$13.4B |
+$5.73B |
-$4.3B |
+$1.43B |
JD, HLT, ORLY, LVS, BABA
|
13F-HR |
8/14/2020, 09:30 AM |
Q1 2020 |
34 |
$9.67B |
+$4.91B |
-$1.7B |
+$3.21B |
NFLX, META, ORLY, HLT, JD
|
13F-HR |
5/15/2020, 09:41 AM |
Q4 2019 |
24 |
$6.81B |
+$822M |
-$2.16B |
-$1.34B |
NFLX, AMZN, HLT, META, JD
|
13F-HR |
2/14/2020, 08:24 AM |
Q3 2019 |
28 |
$7.24B |
+$2.74B |
-$2.04B |
+$701M |
NFLX, AMZN, BABA, HLT, JD
|
13F-HR |
11/14/2019, 09:58 AM |
Q2 2019 |
28 |
$7.02B |
+$2.8B |
-$1.75B |
+$1.05B |
NFLX, BABA, JD, DIS, HLT
|
13F-HR |
8/14/2019, 08:41 AM |
Q1 2019 |
22 |
$5.54B |
+$2.31B |
-$2.43B |
-$123M |
DIS, NFLX, HLT, DHI, JD
|
13F-HR |
5/15/2019, 01:33 PM |
Q4 2018 |
32 |
$5.03B |
$0 |
$0 |
|
NFLX, AMZN, HLT, DHI, DIS
|
13F-HR |
2/14/2019, 02:15 PM |