| Q1 2024 |
2 |
$32.3 M |
$0 |
-$21.1 M |
-$21.1 M |
SHO, HLTH
|
13F-HR |
5/15/2024, 09:00 AM |
| Q4 2023 |
2 |
$51.2 M |
+$32.8 M |
$0 |
+$32.8 M |
SHO, HLTH
|
13F-HR |
2/14/2024, 04:08 PM |
| Q3 2023 |
2 |
$19.2 M |
+$19.2 M |
$0 |
+$19.2 M |
SHO, HLTH
|
13F-HR |
11/14/2023, 04:00 PM |
| Q2 2023 |
0 |
$0 |
$0 |
$0 |
|
|
13F-HR |
8/14/2023, 04:01 PM |
| Q1 2023 |
0 |
$0 |
$0 |
$0 |
|
|
13F-HR |
5/12/2023, 04:30 PM |
| Q4 2022 |
0 |
$0 |
$0 |
$0 |
|
|
13F-HR |
2/13/2023, 04:02 PM |
| Q3 2022 |
0 |
$0 |
$0 |
$0 |
|
|
13F-HR |
11/10/2022, 04:37 PM |
| Q2 2022 |
0 |
$0 |
$0 |
$0 |
|
|
13F-HR |
8/12/2022, 04:30 PM |
| Q1 2022 |
0 |
$0 |
$0 |
$0 |
|
|
13F-HR |
5/16/2022, 12:46 PM |
| Q4 2021 |
0 |
$0 |
$0 |
$0 |
|
|
13F-HR |
2/14/2022, 12:28 PM |
| Q3 2021 |
0 |
$0 |
$0 |
-$136 M |
-$136 M |
|
13F-HR |
10/7/2021, 05:02 PM |
| Q2 2021 |
14 |
$136 M |
+$41 M |
-$186 M |
-$145 M |
MELI, GRSV, AMZN, AA, DISH
|
13F-HR |
8/13/2021, 09:30 AM |
| Q1 2021 |
16 |
$266 M |
+$104 M |
-$103 M |
+$1.74 M |
STAY, MELI, SE, GRSV, MSFT
|
13F-HR |
5/13/2021, 05:15 PM |
| Q4 2020 |
15 |
$261 M |
+$69.2 M |
-$58 M |
+$11.1 M |
MELI, STAY, TMUS, AMZN, MSFT
|
13F-HR |
2/10/2021, 02:43 PM |
| Q3 2020 |
14 |
$210 M |
+$67.8 M |
-$147 M |
-$79.7 M |
TMUS, MSFT, MELI, WMG, AMZN
|
13F-HR |
11/12/2020, 04:24 PM |
| Q2 2020 |
22 |
$268 M |
+$130 M |
-$329 M |
-$199 M |
AMZN, ADBE, TMUS, WMG, MSFT
|
13F-HR |
8/14/2020, 11:08 AM |
| Q1 2020 |
18 |
$376 M |
+$203 M |
-$45.3 M |
+$158 M |
BABA, AMZN, MSFT, HYG, ADBE
|
13F-HR |
5/14/2020, 12:04 PM |
| Q4 2019 |
9 |
$240 M |
$0 |
$0 |
|
BABA, ADBE, DISH, MELI, T
|
13F-HR |
2/14/2020, 01:11 PM |