Q2 2024 |
5 |
$310M |
+$34.5M |
-$6.78M |
+$27.7M |
AVT, ELV, FERG, SDRL, CPA
|
13F-HR |
8/13/2024, 06:09 PM |
Q1 2024 |
4 |
$283M |
+$127M |
-$89.2M |
+$37.9M |
AVT, ELV, FERG, SDRL
|
13F-HR |
5/14/2024, 05:39 PM |
Q4 2023 |
3 |
$226M |
$0 |
-$78.2M |
-$78.2M |
FERG, ELV, IBN
|
13F-HR |
2/13/2024, 05:50 PM |
Q3 2023 |
6 |
$282M |
+$23.9M |
-$82.2M |
-$58.3M |
ELV, FERG, IBN, ARCE, NCNO
|
13F-HR |
11/13/2023, 05:49 PM |
Q2 2023 |
7 |
$334M |
+$13.3M |
-$55.6M |
-$42.3M |
COF, FERG, IBN, ELV, ARCE
|
13F-HR |
8/11/2023, 05:38 PM |
Q1 2023 |
9 |
$347M |
+$86.6M |
-$66.8M |
+$19.8M |
COF, FERG, IBN, ELV, AYX
|
13F-HR |
5/12/2023, 05:38 PM |
Q4 2022 |
9 |
$323M |
+$129M |
-$163M |
-$33.9M |
COF, ELV, FERG, AYX, BAC
|
13F-HR |
2/13/2023, 04:28 PM |
Q3 2022 |
10 |
$347M |
+$135M |
-$50M |
+$85.4M |
MU, COF, ELV, AYX, SBNY
|
13F-HR |
11/14/2022, 10:20 AM |
Q2 2022 |
7 |
$275M |
+$35M |
-$109M |
-$74.3M |
MU, UBER, W, ELV, ARCE
|
13F-HR |
8/15/2022, 09:56 AM |
Q1 2022 |
9 |
$510M |
+$85.6M |
-$253M |
-$167M |
MU, W, COMP, UBER, ARCE
|
13F-HR |
5/13/2022, 05:21 PM |
Q4 2021 |
11 |
$735M |
+$125M |
-$155M |
-$29.6M |
MU, UNH, W, ELV, UBER
|
13F-HR |
2/11/2022, 06:16 PM |
Q3 2021 |
10 |
$725M |
+$213M |
-$60.5M |
+$152M |
MU, UNH, ELV, VIPS, ARCE
|
13F-HR |
11/12/2021, 06:26 PM |
Q2 2021 |
10 |
$648M |
+$120M |
-$93.2M |
+$26.8M |
MU, ELV, UNH, AEO, VIPS
|
13F-HR |
8/13/2021, 06:25 PM |
Q1 2021 |
9 |
$596M |
+$249M |
-$125M |
+$124M |
MU, ELV, UNH, AEO, WISH
|
13F-HR |
5/14/2021, 06:13 PM |
Q4 2020 |
11 |
$437M |
+$175M |
-$291M |
-$116M |
UNH, MU, ANGI, BABA, GOOS
|
13F-HR |
2/12/2021, 09:54 PM |
Q3 2020 |
13 |
$474M |
+$99M |
-$97.9M |
+$1.13M |
BABA, UNH, GOOS, UBER, JWN
|
13F-HR |
11/13/2020, 08:11 PM |
Q2 2020 |
12 |
$404M |
+$77M |
-$155M |
-$77.9M |
BABA, UNH, W, GOOS, UBER
|
13F-HR |
8/14/2020, 01:04 PM |
Q1 2020 |
11 |
$333M |
+$76.9M |
-$110M |
-$32.9M |
BABA, UBER, UNH, ANET, CARG
|
13F-HR |
5/15/2020, 11:32 AM |
Q4 2019 |
9 |
$435M |
$0 |
$0 |
|
BABA, W, UBER, J, UNH
|
13F-HR |
2/14/2020, 11:02 AM |