Q3 2024 |
7 |
$170M |
+$7.08M |
-$31.4M |
-$24.4M |
TDG, GWRE, MSFT, CVNA, HLT
|
13F-HR |
11/14/2024, 08:31 AM |
Q2 2024 |
7 |
$168M |
+$5.46M |
-$23.9M |
-$18.4M |
GWRE, TDG, MSFT, TPX, HLT
|
13F-HR |
8/14/2024, 08:22 AM |
Q1 2024 |
7 |
$172M |
$0 |
-$7.77M |
-$7.77M |
TDG, GWRE, TPX, MSFT, NYT
|
13F-HR |
5/15/2024, 08:30 AM |
Q4 2023 |
7 |
$157M |
+$5.29M |
-$12.3M |
-$7.02M |
GWRE, TDG, TPX, MSFT, NYT
|
13F-HR |
2/14/2024, 08:53 AM |
Q3 2023 |
7 |
$137M |
+$1.57M |
-$7.18M |
-$5.61M |
GWRE, TDG, MSFT, TPX, NYT
|
13F-HR |
11/14/2023, 08:26 AM |
Q2 2023 |
7 |
$136M |
+$1.79M |
$0 |
+$1.79M |
TDG, GWRE, MSFT, TPX, NYT
|
13F-HR |
8/14/2023, 07:59 AM |
Q1 2023 |
7 |
$122M |
+$6.29M |
-$10.3M |
-$4.04M |
TDG, GWRE, MSFT, TPX, NYT
|
13F-HR |
5/15/2023, 10:06 AM |
Q4 2022 |
8 |
$105M |
+$5.25M |
-$2.49M |
+$2.75M |
TDG, MSFT, GWRE, TPX, NYT
|
13F-HR |
2/14/2023, 08:45 AM |
Q3 2022 |
8 |
$93.1M |
+$2.51M |
-$3.41M |
-$907K |
TDG, GWRE, MSFT, TPX, NYT
|
13F-HR |
11/14/2022, 08:20 AM |
Q2 2022 |
7 |
$96.2M |
+$9.29M |
-$11.3M |
-$2.05M |
TDG, GWRE, MSFT, TPX, NYT
|
13F-HR |
8/15/2022, 08:12 AM |
Q1 2022 |
7 |
$146M |
+$23.2M |
-$27.4M |
-$4.16M |
GWRE, NYT, TDG, TPX, MSFT
|
13F-HR |
5/16/2022, 08:15 AM |
Q4 2021 |
7 |
$176M |
+$26.8M |
-$16.6M |
+$10.1M |
NYT, GWRE, TDG, TPX, CVNA
|
13F-HR |
2/14/2022, 09:14 AM |
Q3 2021 |
8 |
$174M |
+$12.3M |
-$7.62M |
+$4.67M |
NYT, GWRE, TDG, CVNA, FWONK
|
13F-HR |
11/15/2021, 08:16 AM |
Q2 2021 |
6 |
$162M |
+$17.7M |
$0 |
+$17.7M |
TDG, GWRE, NYT, CVNA, FWONK
|
13F-HR |
8/16/2021, 08:12 AM |
Q1 2021 |
6 |
$138M |
+$16.2M |
-$26.8M |
-$10.5M |
TDG, NYT, GWRE, FWONK, MELI
|
13F-HR |
5/17/2021, 08:28 AM |
Q4 2020 |
6 |
$163M |
$0 |
$0 |
|
GWRE, NYT, TDG, MELI, FWONK
|
13F-HR |
2/16/2021, 08:55 AM |