Q3 2023 |
18 |
$82.3M |
+$27.8M |
-$36.3M |
-$8.51M |
MSFT, GOOGL, BILL, META, FMX
|
13F-HR |
11/14/2023, 04:01 PM |
Q2 2023 |
19 |
$92.5M |
+$45M |
-$46.6M |
-$1.6M |
BILL, MSFT, FMX, GOOGL, META
|
13F-HR |
8/14/2023, 04:00 PM |
Q1 2023 |
19 |
$84.1M |
+$62.9M |
-$18.6M |
+$44.3M |
MSFT, EL, BABA, META, ULTA
|
13F-HR |
5/15/2023, 04:00 PM |
Q4 2022 |
8 |
$34.4M |
+$19.9M |
-$125M |
-$105M |
PANW, LRCX, ULTA, BABA, NOC
|
13F-HR |
2/14/2023, 04:00 PM |
Q3 2022 |
11 |
$139M |
+$62.8M |
-$76.1M |
-$13.3M |
AMZN, KLAC, GOOG, ULTA, STZ
|
13F-HR |
11/14/2022, 04:00 PM |
Q2 2022 |
16 |
$190M |
+$61.6M |
-$100M |
-$38.7M |
KLAC, GOOG, LI, BKNG, TMUS
|
13F-HR |
8/15/2022, 04:02 PM |
Q1 2022 |
20 |
$246M |
+$146M |
-$114M |
+$32.6M |
KLAC, BKNG, AMZN, GOOG, LI
|
13F-HR |
5/16/2022, 04:01 PM |
Q4 2021 |
15 |
$245M |
+$92.4M |
-$128M |
-$35.7M |
KLAC, AMZN, BURL, LRCX, LI
|
13F-HR |
2/14/2022, 04:07 PM |
Q3 2021 |
22 |
$285M |
+$81.9M |
-$103M |
-$21.1M |
TEAM, AMZN, TWLO, AMD, DECK
|
13F-HR |
11/15/2021, 04:01 PM |
Q2 2021 |
19 |
$297M |
+$130M |
-$60.7M |
+$69.3M |
FTCHF, TWLO, TEAM, AMZN, META
|
13F-HR |
8/16/2021, 04:05 PM |
Q1 2021 |
13 |
$214M |
+$144M |
-$149M |
-$4.27M |
AMZN, UBER, FTCHF, VIPS, VRNS
|
13F-HR |
5/17/2021, 04:01 PM |
Q4 2020 |
17 |
$236M |
$0 |
$0 |
|
VRNS, ATUS, MU, FTCHF, DIS
|
13F-HR |
2/16/2021, 04:01 PM |