Q1 2023 |
24 |
$81.7M |
+$7.7M |
-$8.87M |
-$1.17M |
FWONK, WSC, TMUS, MSFT, MA
|
13F-HR |
5/1/2023, 08:32 AM |
Q4 2022 |
21 |
$75.5M |
+$3.64M |
-$4.01M |
-$372K |
WSC, TMUS, FWONK, HWM, MSFT
|
13F-HR |
2/10/2023, 08:30 AM |
Q3 2022 |
22 |
$70.7M |
+$5.09M |
-$14M |
-$8.89M |
TMUS, WSC, MSFT, FWONK, HWM
|
13F-HR |
11/14/2022, 08:30 AM |
Q2 2022 |
23 |
$84.3M |
+$7.14M |
-$33.2M |
-$26M |
MSFT, TMUS, WSC, ALB, FWONK
|
Restatement |
8/12/2022, 12:55 PM |
Q1 2022 |
30 |
$133M |
+$33.2M |
-$36.5M |
-$3.32M |
WSC, MSFT, GOOGL, VAC, MA
|
Restatement |
5/13/2022, 11:24 AM |
Q4 2021 |
27 |
$149M |
+$36.3M |
-$24.4M |
+$11.8M |
WSC, CRM, MSFT, NVDA, SPGI
|
13F-HR |
2/14/2022, 12:45 PM |
Q3 2021 |
27 |
$138M |
+$29.2M |
-$44.6M |
-$15.4M |
LAD, CRM, AMZN, PYPL, FOUR
|
13F-HR |
11/12/2021, 10:12 AM |
Q2 2021 |
37 |
$161M |
+$43.8M |
-$44.7M |
-$906K |
LAD, APG, FOUR, PYPL, AMZN
|
13F-HR |
8/13/2021, 10:07 AM |
Q1 2021 |
40 |
$153M |
+$62.2M |
-$31.3M |
+$30.8M |
FOUR, LAD, APG, HWM, IAC
|
13F-HR |
5/14/2021, 08:23 AM |
Q4 2020 |
31 |
$117M |
$0 |
$0 |
|
CHTR, FOUR, LAD, HWM, TMUS
|
13F-HR |
2/12/2021, 10:07 AM |