Q3 2024 |
9 |
$330M |
+$97.8K |
-$75.2M |
-$75.1M |
AMZN, BN, BRKA, TRUP, MKL
|
13F-HR |
11/14/2024, 09:16 AM |
Q2 2024 |
9 |
$366M |
+$43.9M |
-$39.5M |
+$4.38M |
AMZN, BN, BRKA, MSFT, MKL
|
13F-HR |
8/14/2024, 11:34 AM |
Q1 2024 |
10 |
$353M |
+$3.74M |
-$7.07M |
-$3.33M |
AMZN, BN, BRKA, MSFT, MKL
|
13F-HR |
5/15/2024, 09:24 AM |
Q4 2023 |
10 |
$323M |
+$41.3M |
-$42.3M |
-$1.01M |
AMZN, BN, BRKA, MSFT, MKL
|
13F-HR |
2/14/2024, 08:17 AM |
Q3 2023 |
9 |
$279M |
+$27.4M |
-$19.6M |
+$7.76M |
AMZN, BN, MKL, GOOGL, MSFT
|
13F-HR |
11/14/2023, 08:48 AM |
Q2 2023 |
10 |
$274M |
+$40.3M |
-$53.5M |
-$13.2M |
AMZN, BN, MKL, MSFT, GOOGL
|
13F-HR |
8/14/2023, 08:34 AM |
Q1 2023 |
12 |
$251M |
+$36.2M |
-$24M |
+$12.2M |
AMZN, BN, GOOGL, MSFT, CRM
|
13F-HR |
5/15/2023, 08:46 AM |
Q4 2022 |
11 |
$168M |
+$35.9M |
-$81.4M |
-$45.6M |
AMZN, BN, CRM, GOOGL, SHOP
|
13F-HR |
2/14/2023, 08:52 AM |
Q3 2022 |
10 |
$275M |
+$56.1M |
$0 |
+$56.1M |
AMZN, CRM, BAM, GOOGL, NFLX
|
13F-HR |
11/14/2022, 08:52 AM |
Q2 2022 |
10 |
$251M |
+$85.2M |
-$21.7M |
+$63.5M |
AMZN, CRM, BAM, GOOGL, SHOP
|
13F-HR |
8/15/2022, 09:15 AM |
Q1 2022 |
11 |
$359M |
+$117M |
-$8.63M |
+$108M |
AMZN, CRM, BAM, SHOP, GOOGL
|
13F-HR |
5/16/2022, 08:09 AM |
Q4 2021 |
9 |
$308M |
+$42.8M |
-$67.9M |
-$25.1M |
CRM, BAM, SPOT, AMZN, TRUP
|
13F-HR |
2/14/2022, 09:01 AM |
Q3 2021 |
9 |
$306M |
+$15.3M |
-$34.3M |
-$19M |
CRM, BAM, SPOT, TRUP, AMZN
|
13F-HR |
11/15/2021, 08:32 AM |
Q2 2021 |
11 |
$333M |
+$68.5M |
-$19.6M |
+$48.9M |
CRM, TRUP, BAM, SPOT, HUBS
|
13F-HR |
8/16/2021, 10:21 AM |
Q1 2021 |
9 |
$239M |
+$4.39M |
-$18M |
-$13.6M |
BAM, CRM, TRUP, HUBS, AMZN
|
13F-HR |
5/21/2021, 02:40 PM |
Q4 2020 |
9 |
$267M |
+$26.4M |
-$62.3M |
-$35.9M |
TRUP, BAM, CRM, SPOT, HUBS
|
13F-HR |
2/16/2021, 10:07 AM |
Q3 2020 |
10 |
$260M |
+$39.4M |
-$35.2M |
+$4.2M |
CRM, TRUP, BAM, AMZN, NFLX
|
13F-HR |
11/16/2020, 06:13 AM |
Q2 2020 |
9 |
$209M |
+$44.5M |
-$30M |
+$14.5M |
TRUP, CRM, AMZN, BAM, NFLX
|
13F-HR |
8/14/2020, 08:39 AM |
Q1 2020 |
9 |
$152M |
+$41.1M |
-$69M |
-$27.9M |
AMZN, BAM, TRUP, NFLX, GOOGL
|
13F-HR |
5/15/2020, 06:05 AM |
Q4 2019 |
11 |
$195M |
+$8.11M |
-$7.39M |
+$719K |
BAM, TRUP, NFLX, AMZN, KKR
|
13F-HR |
2/14/2020, 09:05 AM |
Q3 2019 |
11 |
$168M |
+$28.6M |
-$24.8M |
+$3.86M |
BAM, AMZN, NFLX, KKR, TRUP
|
13F-HR |
11/14/2019, 09:02 AM |
Q2 2019 |
9 |
$182M |
+$28.9M |
-$26.7M |
+$2.19M |
BAM, AMZN, TRUP, KKR, NFLX
|
13F-HR |
8/14/2019, 10:11 AM |
Q1 2019 |
9 |
$168M |
+$36.7M |
$0 |
+$36.7M |
BAM, AMZN, TRUP, NFLX, KKR
|
13F-HR |
5/15/2019, 09:38 AM |
Q4 2018 |
8 |
$103M |
$0 |
$0 |
|
BAM, AMZN, KKR, TRUP, NFLX
|
13F-HR |
2/14/2019, 09:31 AM |