Q3 2024 |
50 |
$2.44B |
+$950M |
-$1.33B |
-$375M |
UAL, META, DAL, PFGC, CNK
|
13F-HR |
11/14/2024, 04:19 PM |
Q2 2024 |
59 |
$2.6B |
+$1.16B |
-$1.53B |
-$367M |
UAL, DAL, SHW, BURL, CNK
|
13F-HR |
8/14/2024, 04:29 PM |
Q1 2024 |
69 |
$3.03B |
+$1.25B |
-$1.59B |
-$342M |
AMZN, BURL, CRM, PYPL, MNST
|
13F-HR |
5/15/2024, 04:20 PM |
Q4 2023 |
60 |
$3.11B |
+$1.83B |
-$1.55B |
+$280M |
AMZN, MSFT, TPX, CRM, FND
|
13F-HR |
2/14/2024, 04:04 PM |
Q3 2023 |
57 |
$2.51B |
+$1.19B |
-$1.52B |
-$334M |
META, RCL, AMZN, THO, CCL
|
13F-HR |
11/14/2023, 04:16 PM |
Q2 2023 |
63 |
$2.96B |
+$1.18B |
-$1.38B |
-$199M |
META, CL, CCL, RCL, THO
|
13F-HR |
8/14/2023, 04:18 PM |
Q1 2023 |
70 |
$2.97B |
+$1.5B |
-$919M |
+$577M |
META, IT, ROST, BFB, BURL
|
13F-HR |
5/15/2023, 04:22 PM |
Q4 2022 |
59 |
$2.26B |
+$1.04B |
-$1.1B |
-$53.2M |
BG, META, CL, APTV, DPZ
|
13F-HR |
2/14/2023, 04:27 PM |
Q3 2022 |
65 |
$2.15B |
+$874M |
-$1.48B |
-$607M |
CL, AMZN, BG, LW, TTWO
|
13F-HR |
11/14/2022, 04:25 PM |
Q2 2022 |
71 |
$2.78B |
+$1.5B |
-$1.47B |
+$26.6M |
AMZN, PEP, BG, LYV, NOW
|
13F-HR |
8/15/2022, 05:11 PM |
Q1 2022 |
74 |
$3.24B |
+$1.28B |
-$2.23B |
-$950M |
AMZN, YUM, MNST, LYV, CLX
|
13F-HR |
5/16/2022, 04:48 PM |
Q4 2021 |
81 |
$4.47B |
+$1.92B |
-$1.43B |
+$495M |
BBWI, VSCO, HLT, BKNG, CCEP
|
13F-HR |
2/14/2022, 04:22 PM |
Q3 2021 |
95 |
$3.77B |
+$2.19B |
-$1.71B |
+$485M |
BBWI, VSCO, GOOGL, CCEP, HLT
|
13F-HR |
11/15/2021, 04:09 PM |
Q2 2021 |
82 |
$3.28B |
+$1.15B |
-$1.74B |
-$588M |
LB, GOOGL, CCEP, IT, LW
|
13F-HR |
8/16/2021, 04:02 PM |
Q1 2021 |
80 |
$3.65B |
+$1.61B |
-$1.5B |
+$106M |
GOOGL, LB, CCEP, CPRT, MA
|
13F-HR |
5/17/2021, 04:20 PM |
Q4 2020 |
70 |
$3.21B |
+$1.59B |
-$1.05B |
+$545M |
LB, CCEP, GOOGL, CPRT, MA
|
13F-HR |
2/16/2021, 04:24 PM |
Q3 2020 |
69 |
$2.31B |
+$1.1B |
-$905M |
+$191M |
EL, LB, AMZN, FDX, POST
|
13F-HR |
11/16/2020, 04:38 PM |
Q2 2020 |
54 |
$1.81B |
+$897M |
-$1.09B |
-$195M |
AMZN, LB, FIVE, GAP, KO
|
13F-HR |
8/14/2020, 02:18 PM |
Q1 2020 |
49 |
$1.73B |
+$1.23B |
-$757M |
+$476M |
STZ, TJX, DRI, SAFM, PEP
|
13F-HR |
5/15/2020, 04:02 PM |
Q4 2019 |
51 |
$1.43B |
$0 |
$0 |
|
NKE, CMG, MO, BKNG, MNST
|
13F-HR |
2/14/2020, 04:02 PM |