Q3 2024 |
5 |
$153M |
$0 |
$0 |
|
GWRE, TDG, AMZN, MCO, MSFT
|
13F-HR |
11/13/2024, 07:13 PM |
Q2 2024 |
5 |
$136M |
+$5.89M |
-$14M |
-$8.13M |
TDG, GWRE, AMZN, MCO, MSFT
|
Restatement |
8/14/2024, 04:29 PM |
Q1 2024 |
5 |
$133M |
+$10.5M |
$0 |
+$10.5M |
TDG, AMZN, GWRE, MSFT, MCO
|
13F-HR |
5/14/2024, 05:34 PM |
Q4 2023 |
5 |
$108M |
+$4.61M |
$0 |
+$4.61M |
TDG, AMZN, MSFT, GWRE, MCO
|
13F-HR |
2/13/2024, 05:50 PM |
Q3 2023 |
5 |
$86M |
+$9.9M |
$0 |
+$9.9M |
TDG, AMZN, MSFT, GWRE, MCO
|
13F-HR |
11/14/2023, 09:38 AM |
Q2 2023 |
4 |
$77.1M |
$0 |
-$18.2M |
-$18.2M |
TDG, AMZN, MSFT, GWRE
|
13F-HR |
8/11/2023, 05:37 PM |
Q1 2023 |
6 |
$84.1M |
$0 |
$0 |
|
TDG, MSFT, AMZN, GWRE, GOOG
|
13F-HR |
5/12/2023, 05:38 PM |
Q4 2022 |
6 |
$69.4M |
+$1.94M |
-$14.4M |
-$12.4M |
TDG, MSFT, AMZN, GWRE, GOOG
|
13F-HR |
2/13/2023, 06:10 PM |
Q3 2022 |
6 |
$82.1M |
+$15.7M |
$0 |
+$15.7M |
TDG, AMZN, MSFT, GWRE, GOOG
|
13F-HR |
11/14/2022, 10:48 AM |
Q2 2022 |
6 |
$86.9M |
+$33.6M |
-$15.4M |
+$18.2M |
TDG, MSFT, AMZN, GWRE, GOOG
|
13F-HR |
8/15/2022, 12:50 PM |
Q1 2022 |
8 |
$106M |
+$4.67M |
-$4.31M |
+$362K |
TDG, AMZN, GWRE, GOOG, GOOGL
|
13F-HR |
5/16/2022, 11:50 AM |
Q4 2021 |
8 |
$112M |
+$5.86M |
-$19.4M |
-$13.5M |
TDG, AMZN, GWRE, GOOG, GOOGL
|
13F-HR |
2/14/2022, 10:34 AM |
Q3 2021 |
9 |
$125M |
$0 |
-$10.2M |
-$10.2M |
TDG, AMZN, GWRE, LBRDK, GOOG
|
13F-HR |
11/15/2021, 12:04 PM |
Q2 2021 |
9 |
$142M |
+$36.6M |
-$24.8M |
+$11.8M |
TDG, LBRDK, AMZN, BABA, GWRE
|
13F-HR |
8/12/2021, 10:27 AM |
Q1 2021 |
9 |
$117M |
+$5.59M |
$0 |
+$5.59M |
LBRDK, TDG, BABA, GWRE, GOOG
|
13F-HR |
5/12/2021, 11:58 AM |
Q4 2020 |
9 |
$115M |
$0 |
$0 |
|
LBRDK, TDG, BABA, GWRE, GOOG
|
13F-HR |
2/12/2021, 09:17 AM |