| Q2 2024 |
42 |
$183M |
+$58.2M |
-$231M |
-$173M |
PACK, TSM, BKNG, IREN, CORZ
|
13F-HR |
8/14/2024, 10:11 AM |
| Q1 2024 |
36 |
$364M |
+$248M |
-$38.9M |
+$209M |
PACK, META, AMZN, MSFT, CRM
|
13F-HR |
5/15/2024, 09:58 AM |
| Q4 2023 |
28 |
$135M |
+$31.5M |
-$114M |
-$82.1M |
PACK, CRM, FIVE, GDDY, META
|
13F-HR |
2/14/2024, 11:26 AM |
| Q3 2023 |
31 |
$199M |
+$85.1M |
-$20.1M |
+$65M |
PACK, GOOGL, META, LLY, NVDA
|
13F-HR |
11/14/2023, 02:46 PM |
| Q2 2023 |
26 |
$129M |
+$41.4M |
-$53.7M |
-$12.3M |
PACK, META, LLY, MSFT, DHI
|
13F-HR |
8/14/2023, 04:21 PM |
| Q1 2023 |
25 |
$137M |
+$64M |
-$5.2M |
+$58.8M |
PACK, SMH, BKNG, CRM, META
|
13F-HR |
5/15/2023, 09:44 AM |
| Q4 2022 |
22 |
$78.3M |
+$3.13M |
-$18.8M |
-$15.7M |
PACK, EQRX, FI, GDDY, BKNG
|
13F-HR |
2/14/2023, 09:52 AM |
| Q3 2022 |
26 |
$88.5M |
+$6.95M |
-$75.2M |
-$68.3M |
EQRX, PACK, MSFT, GDDY, FI
|
13F-HR |
11/14/2022, 10:09 AM |
| Q2 2022 |
32 |
$175M |
+$24.5M |
-$188M |
-$164M |
PACK, EQRX, SU, OXY, ORLY
|
13F-HR |
8/15/2022, 10:37 AM |
| Q1 2022 |
43 |
$413M |
+$220M |
-$78M |
+$142M |
PACK, XOP, SU, MOS, DVN
|
13F-HR |
5/16/2022, 04:09 PM |
| Q4 2021 |
33 |
$367M |
+$96M |
-$286M |
-$190M |
PACK, GOOGL, MSFT, AAPL, BKNG
|
13F-HR |
2/14/2022, 09:17 AM |
| Q3 2021 |
41 |
$499M |
+$110M |
-$384M |
-$274M |
PACK, FI, TGT, CZR, ULTA
|
13F-HR |
11/15/2021, 09:49 AM |
| Q2 2021 |
62 |
$779M |
+$488M |
-$135M |
+$353M |
PACK, FI, TGT, AMAT, AMZN
|
13F-HR |
8/13/2021, 12:22 PM |
| Q1 2021 |
52 |
$402M |
+$212M |
-$161M |
+$51.4M |
MU, TGT, TMUS, LRCX, PACK
|
13F-HR |
5/10/2021, 02:33 PM |
| Q4 2020 |
48 |
$324M |
+$117M |
-$293M |
-$176M |
NFLX, MU, LRCX, GOOGL, JD
|
13F-HR |
2/16/2021, 10:57 AM |
| Q3 2020 |
56 |
$436M |
+$251M |
-$94.4M |
+$156M |
JD, TMUS, CHTR, BABA, IPOB
|
13F-HR |
11/13/2020, 04:46 PM |
| Q2 2020 |
45 |
$261M |
+$198M |
-$9.89M |
+$188M |
BABA, AMZN, GOOGL, AAPL, TMUS
|
13F-HR |
8/14/2020, 12:38 PM |
| Q1 2020 |
28 |
$58.8M |
+$31.6M |
-$322M |
-$291M |
AMZN, AAPL, CHTR, V, PACK
|
13F-HR |
5/12/2020, 04:40 PM |
| Q4 2019 |
36 |
$365M |
$0 |
$0 |
|
GLD, TSG, BABA, META, GOOGL
|
13F-HR |
2/12/2020, 04:06 PM |