| Q2 2024 |
29 |
$2.63B |
+$1.02B |
-$1.19B |
-$170M |
SKX, AMZN, CTVA, GOOGL, CNM
|
13F-HR |
8/14/2024, 08:11 AM |
| Q1 2024 |
31 |
$2.83B |
+$1.18B |
-$824M |
+$352M |
LW, GOOGL, AMZN, SKX, TPX
|
13F-HR |
5/15/2024, 09:19 AM |
| Q4 2023 |
32 |
$2.32B |
+$687M |
-$883M |
-$196M |
BLDR, AMZN, SIG, SKX, GOOGL
|
13F-HR |
2/14/2024, 08:04 AM |
| Q3 2023 |
30 |
$2.19B |
+$693M |
-$977M |
-$285M |
HES, LW, SKX, AMZN, GOOGL
|
13F-HR |
11/14/2023, 10:29 AM |
| Q2 2023 |
35 |
$2.59B |
+$782M |
-$690M |
+$92.1M |
LW, PVH, NSC, HES, PANW
|
13F-HR |
8/14/2023, 02:45 PM |
| Q1 2023 |
29 |
$2.27B |
+$880M |
-$1.05B |
-$175M |
LW, HES, PVH, BLDR, PANW
|
13F-HR |
5/15/2023, 10:08 AM |
| Q4 2022 |
32 |
$2.22B |
+$923M |
-$669M |
+$254M |
PANW, LW, FTNT, HES, TECK
|
13F-HR |
2/14/2023, 09:41 AM |
| Q3 2022 |
25 |
$1.86B |
+$646M |
-$446M |
+$200M |
PANW, LW, FTNT, OVV, MSFT
|
13F-HR |
11/14/2022, 10:37 AM |
| Q2 2022 |
25 |
$1.86B |
+$690M |
-$619M |
+$71.1M |
LW, PANW, OVV, MSFT, SONY
|
13F-HR |
8/15/2022, 09:54 AM |
| Q1 2022 |
28 |
$2.15B |
+$897M |
-$527M |
+$371M |
EXPE, OVV, PANW, LW, MSFT
|
13F-HR |
5/16/2022, 09:51 AM |
| Q4 2021 |
29 |
$1.7B |
+$534M |
-$548M |
-$13.4M |
PANW, EXPE, BLDR, TECK, CP
|
13F-HR |
2/14/2022, 04:31 PM |
| Q3 2021 |
29 |
$1.56B |
+$559M |
-$633M |
-$74M |
EXPE, PANW, BLDR, FI, TECK
|
13F-HR |
11/15/2021, 02:17 PM |
| Q2 2021 |
29 |
$1.58B |
+$832M |
-$322M |
+$511M |
EXPE, PANW, BLDR, LYFT, FI
|
13F-HR |
8/16/2021, 12:46 PM |
| Q1 2021 |
34 |
$1.02B |
+$542M |
-$384M |
+$157M |
BLDR, NUAN, PANW, LYFT, TECK
|
13F-HR |
5/17/2021, 04:01 PM |
| Q4 2020 |
36 |
$823M |
$0 |
$0 |
|
MTCH, BLDR, PANW, SE, NUAN
|
13F-HR |
2/16/2021, 04:29 PM |