| Q3 2023 |
22 |
$395M |
+$75.2M |
-$73.8M |
+$1.4M |
MELI, APO, AMZN, CCK, SLB
|
13F-HR |
11/14/2023, 08:20 AM |
| Q2 2023 |
21 |
$381M |
+$80.2M |
-$48M |
+$32.2M |
AMZN, APO, MELI, CCK, ATVI
|
13F-HR |
8/14/2023, 09:11 AM |
| Q1 2023 |
16 |
$320M |
+$61.1M |
-$75M |
-$13.9M |
APO, MELI, CCK, ATVI, AMZN
|
13F-HR |
5/15/2023, 09:54 AM |
| Q4 2022 |
17 |
$290M |
+$81.1M |
-$61M |
+$20.1M |
APO, CCK, MELI, AMZN, ATVI
|
13F-HR |
2/14/2023, 09:35 AM |
| Q3 2022 |
20 |
$270M |
+$48.3M |
-$49.6M |
-$1.35M |
AMZN, CRM, CCK, APO, PYPL
|
13F-HR |
11/14/2022, 03:59 PM |
| Q2 2022 |
21 |
$280M |
+$158M |
-$71.4M |
+$86.9M |
CRM, AMZN, CCK, APO, AYX
|
13F-HR |
8/15/2022, 11:53 AM |
| Q1 2022 |
20 |
$289M |
+$205M |
-$17.4M |
+$187M |
AMZN, CRM, AYX, CCK, SQ
|
13F-HR |
5/16/2022, 10:49 AM |
| Q4 2021 |
15 |
$99.7M |
$0 |
$0 |
|
AMZN, CRM, FUN, MDB, FWONK
|
New Holdings |
2/15/2022, 12:12 PM |
| Q4 2021 |
15 |
$99.7M |
+$29.7M |
-$11.4M |
+$18.3M |
AMZN, CRM, FUN, MDB, FWONK
|
13F-HR |
2/14/2022, 04:23 PM |
| Q3 2021 |
16 |
$88.6M |
+$12.2M |
-$36.7M |
-$24.5M |
CRM, FUN, MNTV, MDB, FWONK
|
13F-HR |
11/15/2021, 04:51 PM |
| Q2 2021 |
16 |
$110M |
+$32.4M |
-$30.7M |
+$1.64M |
CRM, AMZN, FUN, ADBE, FWONK
|
Restatement |
8/19/2021, 04:28 PM |
| Q1 2021 |
16 |
$103M |
+$25.7M |
-$41M |
-$15.3M |
FUN, CACI, CCK, CRM, AMZN
|
13F-HR |
5/17/2021, 04:17 PM |
| Q4 2020 |
14 |
$119M |
+$23.8M |
-$36.3M |
-$12.5M |
PS, FUN, CACI, CRM, SVMK
|
13F-HR |
2/16/2021, 04:21 PM |
| Q3 2020 |
23 |
$114M |
+$46.6M |
-$29.7M |
+$16.9M |
AMZN, CRM, PRO, CCK, SVMK
|
13F-HR |
11/16/2020, 01:30 PM |
| Q2 2020 |
3 |
$17.3M |
$0 |
$0 |
|
PS, FTCHF
|
New Holdings |
8/14/2020, 03:40 PM |
| Q2 2020 |
18 |
$93.5M |
+$24.1M |
-$65M |
-$40.9M |
PS, CCK, AMZN, PRO, CRM
|
Restatement |
8/14/2020, 03:39 PM |
| Q1 2020 |
15 |
$107M |
+$49.2M |
-$41.1M |
+$8.09M |
CCK, PS, FUL, SVMK, ACM
|
13F-HR |
5/14/2020, 09:37 AM |
| Q4 2019 |
11 |
$133M |
$0 |
$0 |
|
PS, DHI, SAP, CCK, SVMK
|
13F-HR |
2/14/2020, 01:58 PM |