Q2 2024 |
21 |
$398M |
+$92.2M |
-$94M |
-$1.76M |
ZETA, BYD, AMZN, MODG, TSM
|
13F-HR |
8/14/2024, 05:28 PM |
Q1 2024 |
21 |
$390M |
+$89.6M |
-$52M |
+$37.6M |
BYD, ASO, AMZN, MODG, VRT
|
13F-HR |
5/15/2024, 03:46 PM |
Q4 2023 |
23 |
$303M |
+$50.5M |
-$75.4M |
-$24.9M |
ASO, AMZN, BYD, VRT, MODG
|
13F-HR |
2/14/2024, 10:55 AM |
Q3 2023 |
22 |
$278M |
+$56.1M |
-$52.2M |
+$3.9M |
VRT, BYD, AMZN, CROX, ASO
|
13F-HR |
11/14/2023, 05:00 PM |
Q2 2023 |
23 |
$282M |
+$70.6M |
-$69.7M |
+$935K |
VRT, BYD, CROX, MODG, TYL
|
13F-HR |
8/14/2023, 02:17 PM |
Q1 2023 |
24 |
$256M |
+$65.2M |
-$60.9M |
+$4.28M |
VRT, BYD, MODG, DECK, WDAY
|
13F-HR |
5/12/2023, 01:39 PM |
Q4 2022 |
16 |
$227M |
+$41.3M |
-$30.9M |
+$10.5M |
VRT, TMUS, DECK, BYD, ASO
|
13F-HR |
2/14/2023, 10:40 AM |
Q3 2022 |
19 |
$192M |
+$35.9M |
-$32M |
+$3.96M |
TMUS, VRT, GDDY, DECK, ASO
|
Restatement |
11/15/2022, 02:45 PM |
Q2 2022 |
20 |
$186M |
+$39M |
-$4.32M |
+$34.7M |
DXC, TMUS, VRT, MODG, GDDY
|
13F-HR |
8/12/2022, 02:18 PM |
Q1 2022 |
20 |
$197M |
+$49.3M |
-$9.22M |
+$40M |
DXC, VRT, TMUS, MODG, AMZN
|
13F-HR |
5/12/2022, 05:22 PM |
Q4 2021 |
17 |
$187M |
$0 |
$0 |
|
VRT, DXC, GDDY, MODG, ASO
|
13F-HR |
2/11/2022, 06:16 PM |