Q3 2022 |
20 |
$60.4M |
+$46.6M |
$0 |
+$46.6M |
MSFT, TSLA, MELI, AMZN, NOW
|
13F-HR |
11/8/2022, 01:09 PM |
Q2 2022 |
11 |
$14.6M |
+$4.67M |
-$12.6M |
-$7.96M |
WDAY, TSLA, MELI, NET, OKTA
|
13F-HR |
8/5/2022, 12:29 PM |
Q1 2022 |
9 |
$33.5M |
+$22.6M |
-$56.3M |
-$33.6M |
BILL, TSLA, MELI, SHOP, CRWD
|
13F-HR |
5/9/2022, 10:00 AM |
Q4 2021 |
13 |
$69.5M |
+$6M |
-$49.8M |
-$43.8M |
BKNG, MAR, MELI, DIS, NFLX
|
13F-HR |
2/14/2022, 03:00 PM |
Q3 2021 |
20 |
$116M |
+$22.3M |
-$26.6M |
-$4.26M |
BKNG, MAR, DIS, MELI, ROKU
|
13F-HR |
11/9/2021, 05:32 PM |
Q2 2021 |
19 |
$127M |
+$25.6M |
-$37.1M |
-$11.5M |
MELI, MAR, DIS, BKNG, WDAY
|
13F-HR |
8/9/2021, 12:08 PM |
Q1 2021 |
20 |
$134M |
+$61.9M |
-$34.4M |
+$27.6M |
FUTU, MAR, MELI, BKNG, NFLX
|
13F-HR |
5/17/2021, 09:58 AM |
Q4 2020 |
22 |
$102M |
$0 |
$0 |
|
BILI, MAR, MELI, META, WDAY
|
13F-HR |
2/16/2021, 05:16 PM |