Q3 2024 |
11 |
$485M |
+$50.8M |
-$30.8M |
+$20M |
CVNA, META, WIX, CACC, IBKR
|
13F-HR |
11/12/2024, 11:42 AM |
Q2 2024 |
8 |
$416M |
+$7.3M |
-$16.9M |
-$9.58M |
CVNA, META, CACC, WIX, PDD
|
13F-HR |
8/7/2024, 04:30 PM |
Q1 2024 |
6 |
$374M |
+$22.2M |
-$56.8M |
-$34.6M |
META, CACC, CVNA, WIX, IBKR
|
13F-HR |
5/2/2024, 12:17 PM |
Q4 2023 |
8 |
$346M |
+$5.95M |
-$61.8M |
-$55.8M |
CACC, META, WIX, CRM, CVNA
|
13F-HR |
2/13/2024, 10:08 AM |
Q3 2023 |
8 |
$328M |
+$20.5M |
-$11M |
+$9.52M |
META, CACC, CRM, WIX, CVNA
|
13F-HR |
10/10/2023, 10:10 AM |
Q2 2023 |
7 |
$307M |
+$8.84M |
-$2.43M |
+$6.41M |
CACC, META, CRM, WIX, IBKR
|
13F-HR |
7/17/2023, 10:42 AM |
Q1 2023 |
7 |
$263M |
+$30.3M |
-$11.3M |
+$19M |
CACC, CRM, META, WIX, IBKR
|
13F-HR |
4/14/2023, 08:45 AM |
Q4 2022 |
6 |
$198M |
$0 |
-$252K |
-$252K |
CACC, CRM, WIX, META, CVNA
|
13F-HR |
2/3/2023, 01:01 PM |
Q3 2022 |
6 |
$210M |
+$4.74M |
-$2.7M |
+$2.04M |
CACC, CRM, WIX, META, CVNA
|
13F-HR |
11/14/2022, 10:34 AM |
Q2 2022 |
6 |
$222M |
+$6.43M |
-$429K |
+$6M |
CACC, CRM, META, WIX, CVNA
|
13F-HR |
8/15/2022, 11:18 AM |
Q1 2022 |
6 |
$323M |
+$48.8M |
-$9.47M |
+$39.3M |
CACC, CRM, CVNA, WIX, META
|
13F-HR |
5/11/2022, 11:32 AM |
Q4 2021 |
6 |
$386M |
+$53.1M |
-$14.3M |
+$38.8M |
CACC, CRM, META, WIX, CVNA
|
13F-HR |
2/8/2022, 09:59 AM |
Q3 2021 |
4 |
$344M |
+$21.1M |
-$52.6M |
-$31.5M |
CACC, CRM, META, WIX
|
13F-HR |
10/27/2021, 01:21 PM |
Q2 2021 |
5 |
$374M |
+$16M |
$0 |
+$16M |
CACC, WIX, META, CRM, WORK
|
13F-HR |
7/28/2021, 11:57 AM |
Q1 2021 |
5 |
$312M |
+$64.4M |
-$50.5M |
+$13.9M |
WIX, CACC, META, CRM, WORK
|
13F-HR |
4/30/2021, 09:06 AM |
Q4 2020 |
5 |
$284M |
+$24.4M |
-$48.2M |
-$23.8M |
META, CACC, WIX, WORK, TRUP
|
13F-HR |
2/4/2021, 03:32 PM |
Q3 2020 |
5 |
$267M |
+$15M |
-$26.2M |
-$11.3M |
WIX, META, CACC, TRUP, WORK
|
13F-HR |
11/13/2020, 04:04 PM |
Q2 2020 |
5 |
$256M |
+$29.4M |
-$15.6M |
+$13.8M |
CACC, WIX, META, TRUP, CVNA
|
13F-HR |
8/10/2020, 10:11 AM |
Q1 2020 |
6 |
$141M |
+$21M |
$0 |
+$21M |
META, CACC, WIX, TRUP, GOOGL
|
13F-HR |
5/8/2020, 01:49 PM |
Q4 2019 |
5 |
$165M |
+$34.3M |
-$24.1M |
+$10.2M |
CACC, META, WIX, TRUP, GOOGL
|
13F-HR |
2/5/2020, 04:15 PM |
Q3 2019 |
4 |
$140M |
+$13.2M |
$0 |
+$13.2M |
CACC, META, GOOGL, TRUP
|
13F-HR |
11/14/2019, 09:18 AM |
Q2 2019 |
4 |
$136M |
$0 |
$0 |
|
CACC, META, TRUP, GOOGL
|
13F-HR |
8/9/2019, 02:48 PM |
Q1 2019 |
4 |
$126M |
+$1.41M |
-$9.3M |
-$7.89M |
CACC, META, GOOGL, TRUP
|
13F-HR |
5/8/2019, 06:28 PM |
Q4 2018 |
5 |
$112M |
$0 |
$0 |
|
CACC, META, GOOGL, TRUP, SHAK
|
13F-HR |
2/6/2019, 04:18 PM |