| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q1 2021 | 19 | $71.7M | +$34.9M | -$5.91M | +$29M | GDDY, AMZN, TCX, RSI, CNXC | 13F-HR | 4/30/2021, 08:20 AM |
| Q4 2020 | 11 | $45.4M | +$30.7M | -$63.4M | -$32.6M | RSI, GDDY, TCX, EVBG, NNI | 13F-HR | 1/27/2021, 12:14 PM |
| Q3 2020 | 11 | $76.1M | +$9.11M | -$66.7M | -$57.5M | UA, EA, BRKB, NNI, AMZN | 13F-HR | 10/23/2020, 07:39 AM |
| Q2 2020 | 10 | $109M | +$31.9M | -$89.1M | -$57.2M | EA, UA, PINS, BRKB, NNI | 13F-HR | 8/13/2020, 11:33 AM |
| Q1 2020 | 10 | $143M | +$36.9M | -$80.7M | -$43.8M | EA, ETSY, DIS, PINS, TWTR | 13F-HR | 5/12/2020, 11:45 AM |
| Q4 2019 | 10 | $224M | $0 | $0 | ETSY, EA, TWTR, TRIP, DIS | 13F-HR | 2/12/2020, 12:35 PM |