| Q2 2024 |
34 |
$248M |
+$63M |
-$71M |
-$8.02M |
GOOGL, AMZN, META, DG, MCD
|
13F-HR |
8/14/2024, 11:23 AM |
| Q1 2024 |
22 |
$259M |
+$56.5M |
-$38.5M |
+$18M |
DG, AMZN, EA, GOOGL, MCD
|
13F-HR |
5/15/2024, 11:24 AM |
| Q4 2023 |
18 |
$221M |
+$88.9M |
-$37.8M |
+$51M |
AMZN, NFLX, GOOGL, DG, PEP
|
13F-HR |
2/14/2024, 09:54 AM |
| Q3 2023 |
13 |
$155M |
+$24.1M |
-$15.3M |
+$8.84M |
AMZN, NFLX, GOOGL, STZ, MDLZ
|
13F-HR |
11/13/2023, 04:11 PM |
| Q2 2023 |
15 |
$70.3M |
$0 |
$0 |
|
MCD, STZ, AAPL, GOOGL, KO
|
13F-HR |
8/10/2023, 02:14 PM |
| Q1 2023 |
14 |
$45.1M |
$0 |
$0 |
|
MDLZ, EL, AMZN, KO, GOOGL
|
13F-HR |
5/15/2023, 10:50 AM |
| Q4 2022 |
14 |
$70.6M |
$0 |
$0 |
|
AMZN, NKE, GOOGL, EL, AAPL
|
13F-HR |
2/14/2023, 02:27 PM |
| Q3 2022 |
17 |
$122M |
+$47.7M |
-$38.1M |
+$9.6M |
BABA, EL, MCD, SBUX, STZ
|
13F-HR |
11/14/2022, 12:57 PM |
| Q2 2022 |
15 |
$133M |
+$22.5M |
-$53.2M |
-$30.8M |
STZ, MDLZ, KO, GOOGL, EL
|
13F-HR |
8/15/2022, 02:40 PM |
| Q1 2022 |
38 |
$210M |
+$127M |
-$151M |
-$24.4M |
GOOGL, KO, AMZN, AAPL, STZ
|
13F-HR |
5/16/2022, 05:28 PM |
| Q4 2021 |
46 |
$288M |
+$76.6M |
-$279M |
-$203M |
EL, DIS, GM, SBUX, STZ
|
13F-HR |
2/14/2022, 10:42 AM |
| Q3 2021 |
46 |
$469M |
+$166M |
-$186M |
-$19.7M |
META, NKE, AMZN, SE, V
|
13F-HR |
11/12/2021, 09:46 AM |
| Q2 2021 |
54 |
$503M |
+$103M |
-$52.7M |
+$50.1M |
BABA, META, V, AMZN, PYPL
|
13F-HR |
8/16/2021, 10:01 AM |
| Q1 2021 |
75 |
$427M |
+$130M |
-$1K |
+$130M |
BABA, META, AAPL, AMZN, PYPL
|
13F-HR |
5/17/2021, 03:22 PM |
| Q4 2020 |
71 |
$302M |
$0 |
$0 |
|
BABA, AAPL, META, PYPL, V
|
13F-HR |
2/16/2021, 04:06 PM |