| Q2 2024 |
25 |
$331M |
+$5.18M |
-$28.2M |
-$23M |
GOOG, AMZN, UBER, META, NFLX
|
13F-HR |
8/12/2024, 03:06 PM |
| Q1 2024 |
28 |
$338M |
+$2.67M |
-$9.75M |
-$7.08M |
UBER, GOOG, AMZN, META, NFLX
|
13F-HR |
5/13/2024, 03:37 PM |
| Q4 2023 |
31 |
$303M |
+$16.6M |
-$20.9M |
-$4.24M |
GOOG, UBER, AMZN, V, NFLX
|
13F-HR |
2/14/2024, 03:03 PM |
| Q3 2023 |
26 |
$271M |
+$11.7M |
-$14.9M |
-$3.15M |
GOOG, BWIN, UBER, AMZN, V
|
13F-HR |
11/14/2023, 12:01 PM |
| Q2 2023 |
27 |
$274M |
+$10.7M |
-$16.9M |
-$6.2M |
BWIN, UBER, GOOG, AMZN, NFLX
|
13F-HR |
8/14/2023, 02:03 PM |
| Q1 2023 |
28 |
$242M |
+$5.87M |
-$15.4M |
-$9.57M |
BWIN, GOOG, UBER, V, GOOGL
|
13F-HR |
5/12/2023, 02:12 PM |
| Q4 2022 |
30 |
$220M |
+$19.4M |
-$34.9M |
-$15.5M |
BWIN, GOOG, UBER, V, NFLX
|
13F-HR |
2/14/2023, 01:37 PM |
| Q3 2022 |
27 |
$234M |
+$53.6M |
-$16.1M |
+$37.5M |
BWIN, UBER, GOOG, NFLX, GOOGL
|
13F-HR |
11/14/2022, 10:30 AM |
| Q2 2022 |
29 |
$242M |
+$39.8M |
-$33.8M |
+$5.9M |
BWIN, GOOG, UBER, META, GOOGL
|
13F-HR |
8/15/2022, 09:26 AM |
| Q1 2022 |
26 |
$314M |
+$37.6M |
-$37.1M |
+$587K |
UBER, GOOG, BWIN, META, GOOGL
|
13F-HR |
5/13/2022, 02:56 PM |
| Q4 2021 |
26 |
$366M |
+$37.1M |
-$46.6M |
-$9.55M |
META, BWIN, UBER, GOOG, GOOGL
|
13F-HR |
2/11/2022, 04:09 PM |
| Q3 2021 |
26 |
$373M |
+$18.6M |
-$15.3M |
+$3.21M |
META, BWIN, UBER, GOOG, GOOGL
|
13F-HR |
11/15/2021, 08:14 AM |
| Q2 2021 |
28 |
$369M |
+$42.6M |
-$36.6M |
+$5.99M |
META, GOOG, UBER, BWIN, JPM
|
13F-HR |
8/13/2021, 10:08 AM |
| Q1 2021 |
31 |
$338M |
+$43M |
-$30.5M |
+$12.6M |
META, UBER, BWIN, GOOG, JPM
|
13F-HR |
5/14/2021, 09:30 AM |
| Q4 2020 |
35 |
$305M |
$0 |
$0 |
|
META, UBER, GOOG, BWIN, JPM
|
13F-HR |
2/12/2021, 10:59 AM |