| Q2 2024 |
14 |
$143M |
+$11.3M |
-$4.28M |
+$6.98M |
AMZN, MELI, GOOG, NOW, SCHW
|
13F-HR |
8/6/2024, 08:21 PM |
| Q1 2024 |
15 |
$129M |
+$218K |
-$11.7M |
-$11.4M |
AMZN, MELI, NOW, GOOG, SCHW
|
13F-HR |
4/10/2024, 08:29 PM |
| Q4 2023 |
14 |
$125M |
$0 |
-$5.29M |
-$5.29M |
AMZN, MELI, NOW, V, GOOG
|
13F-HR |
1/17/2024, 06:00 PM |
| Q3 2023 |
14 |
$111M |
+$10.3M |
-$13M |
-$2.74M |
AMZN, MELI, NOW, GOOG, V
|
13F-HR |
10/17/2023, 08:23 PM |
| Q2 2023 |
13 |
$116M |
$0 |
-$8.11M |
-$8.11M |
AMZN, NOW, CSGP, MELI, V
|
13F-HR |
8/15/2023, 09:17 PM |
| Q1 2023 |
13 |
$113M |
+$5.12M |
-$9.24M |
-$4.12M |
AMZN, MELI, NOW, GOOG, V
|
13F-HR |
5/15/2023, 09:26 PM |
| Q4 2022 |
14 |
$101M |
+$9.49M |
$0 |
+$9.49M |
CSGP, AMZN, V, MELI, NOW
|
13F-HR |
2/13/2023, 08:08 PM |
| Q3 2022 |
14 |
$91.3M |
+$12.1M |
-$20M |
-$7.94M |
AMZN, CSGP, MELI, NOW, GOOG
|
13F-HR |
11/9/2022, 07:20 PM |
| Q2 2022 |
14 |
$91.7M |
+$13.3M |
-$12.1M |
+$1.18M |
AMZN, CSGP, V, AVLR, MELI
|
13F-HR |
8/15/2022, 08:44 PM |
| Q1 2022 |
14 |
$154M |
+$22.6M |
-$21.1M |
+$1.49M |
AMZN, V, MELI, GOOG, CSGP
|
13F-HR |
5/13/2022, 09:42 PM |
| Q4 2021 |
12 |
$178M |
+$15.9M |
-$6.33M |
+$9.56M |
AMZN, V, MELI, META, GOOG
|
13F-HR |
2/14/2022, 06:17 PM |
| Q3 2021 |
12 |
$177M |
+$6.87M |
-$34.4K |
+$6.84M |
META, AMZN, PYPL, V, GOOG
|
13F-HR |
11/12/2021, 09:32 AM |
| Q2 2021 |
12 |
$171M |
+$48.8M |
-$20.5M |
+$28.3M |
META, PYPL, V, AMZN, GOOG
|
13F-HR |
8/12/2021, 08:17 PM |
| Q4 2020 |
14 |
$133M |
$0 |
$0 |
|
PYPL, META, MELI, SCHW, MNST
|
13F-HR |
2/8/2021, 07:55 PM |
| Q1 2020 |
0 |
$0 |
$0 |
$0 |
|
|
13F-HR |
5/10/2021, 08:08 PM |