| Q2 2024 |
18 |
$114M |
+$32M |
-$41.3M |
-$9.35M |
GDRX, TTWO, PRG, MCW, GOOGL
|
13F-HR |
8/14/2024, 10:35 AM |
| Q1 2024 |
15 |
$113M |
+$22.2M |
-$6.29M |
+$16M |
GDRX, TTWO, PRG, CASY, TJX
|
13F-HR |
5/15/2024, 11:04 AM |
| Q4 2023 |
11 |
$92M |
+$16.7M |
-$29.3M |
-$12.7M |
TTWO, GDRX, CASY, PRG, TJX
|
13F-HR |
2/14/2024, 12:32 PM |
| Q3 2023 |
13 |
$95.3M |
+$25.2M |
-$12M |
+$13.2M |
TTWO, PRG, CASY, TJX, PINS
|
13F-HR |
11/14/2023, 09:44 AM |
| Q2 2023 |
11 |
$83.7M |
+$15.1M |
-$4.21M |
+$10.9M |
TTWO, CASY, PRG, NFLX, EWCZ
|
13F-HR |
8/14/2023, 10:05 AM |
| Q1 2023 |
10 |
$66.6M |
$0 |
-$21.7M |
-$21.7M |
TTWO, SKIN, NFLX, CASY, TJX
|
13F-HR |
5/15/2023, 09:49 AM |
| Q4 2022 |
15 |
$75.5M |
+$7.72M |
-$9.73M |
-$2.01M |
NFLX, TTWO, CASY, TJX, SKIN
|
13F-HR |
2/10/2023, 05:39 PM |
| Q3 2022 |
15 |
$75.8M |
+$9.49M |
-$9.57M |
-$84.1K |
NFLX, TTWO, CASY, SKIN, EWCZ
|
13F-HR |
11/14/2022, 10:45 AM |
| Q2 2022 |
17 |
$75.9M |
+$9.18M |
-$67.7M |
-$58.5M |
SKIN, EWCZ, TTWO, MCW, CASY
|
13F-HR |
8/15/2022, 12:03 PM |
| Q1 2022 |
14 |
$196M |
+$41.7M |
-$98.5M |
-$56.8M |
GDRX, TTWO, SKIN, NFLX, EWCZ
|
13F-HR |
5/16/2022, 11:30 AM |
| Q4 2021 |
16 |
$312M |
+$41.3M |
-$30.4M |
+$10.9M |
PRG, GDRX, PINS, EWCZ, MCW
|
13F-HR |
2/11/2022, 10:10 AM |
| Q3 2021 |
16 |
$339M |
+$54.8M |
-$51.6M |
+$3.17M |
SE, PINS, GDRX, PRG, MCW
|
13F-HR |
11/12/2021, 09:43 AM |
| Q2 2021 |
16 |
$369M |
+$56.3M |
-$50.6M |
+$5.72M |
PINS, SE, GDRX, PRG, CHWY
|
13F-HR |
8/13/2021, 01:44 PM |
| Q1 2021 |
16 |
$343M |
+$24.4M |
-$32.6M |
-$8.17M |
PINS, SE, WYNN, CHWY, RH
|
13F-HR |
5/17/2021, 09:55 AM |
| Q4 2020 |
16 |
$335M |
+$42.8M |
-$74.8M |
-$31.9M |
PINS, CHWY, WYNN, TJX, TTWO
|
13F-HR |
2/12/2021, 11:37 AM |
| Q3 2020 |
16 |
$295M |
+$47.1M |
-$39M |
+$8.08M |
PINS, BABA, CVNA, CHWY, TJX
|
13F-HR |
11/13/2020, 10:42 AM |
| Q2 2020 |
19 |
$210M |
+$35M |
-$57.7M |
-$22.8M |
TTWO, PINS, CVNA, SE, BABA
|
13F-HR |
8/14/2020, 09:10 AM |
| Q1 2020 |
18 |
$151M |
+$62.3M |
-$9.77M |
+$52.6M |
CHWY, CVNA, BABA, TTWO, PTON
|
13F-HR |
5/13/2020, 09:18 AM |
| Q4 2019 |
14 |
$120M |
$0 |
$0 |
|
AANXXXX, CHWY, BABA, TTWO, CVNA
|
13F-HR |
2/13/2020, 11:59 AM |