Q3 2024 |
41 |
$776M |
+$463M |
-$410M |
+$52.8M |
QQQ, META, AVGO, SPOT, PYPL
|
13F-HR |
11/14/2024, 10:25 AM |
Q2 2024 |
42 |
$649M |
+$349M |
-$266M |
+$83.4M |
NVDA, FLUT, AAPL, MSFT, AMZN
|
13F-HR |
8/14/2024, 11:01 AM |
Q1 2024 |
36 |
$568M |
+$325M |
-$309M |
+$16.3M |
EXPE, AMZN, NFLX, BABA, NVDA
|
13F-HR |
5/15/2024, 11:07 AM |
Q4 2023 |
31 |
$440M |
+$250M |
-$148M |
+$103M |
IWM, META, AMZN, NVDA, MELI
|
13F-HR |
2/14/2024, 01:21 PM |
Q3 2023 |
31 |
$296M |
+$158M |
-$191M |
-$33.4M |
META, MSFT, NVDA, EXPE, ORCL
|
13F-HR |
11/14/2023, 01:54 PM |
Q2 2023 |
24 |
$332M |
+$246M |
-$143M |
+$104M |
EXPE, MSFT, SQ, META, AMZN
|
13F-HR |
8/14/2023, 11:52 AM |
Q1 2023 |
29 |
$223M |
+$144M |
-$154M |
-$10.3M |
MSFT, PRKS, MELI, CRM, INTU
|
13F-HR |
5/15/2023, 12:09 PM |
Q4 2022 |
27 |
$193M |
+$109M |
-$167M |
-$58.1M |
GOOGL, MELI, META, BIDU, SHOP
|
13F-HR |
2/14/2023, 09:58 AM |
Q3 2022 |
30 |
$253M |
+$188M |
-$92.2M |
+$95.6M |
EXPE, TCOM, SNAP, ABNB, BKNG
|
13F-HR |
11/14/2022, 04:31 PM |
Q2 2022 |
25 |
$154M |
+$87.8M |
-$46.9M |
+$40.8M |
PRKS, WSM, QQQ, IGV, META
|
13F-HR |
8/15/2022, 02:05 PM |
Q1 2022 |
19 |
$167M |
+$108M |
-$113M |
-$5.13M |
BKNG, WSM, AMZN, OPEN, IGV
|
13F-HR |
5/16/2022, 12:36 PM |
Q4 2021 |
25 |
$190M |
$0 |
$0 |
|
RVLV, META, VZIO, AMZN, MELI
|
13F-HR |
2/14/2022, 01:52 PM |