| Q2 2024 |
14 |
$2.24B |
+$403M |
-$386M |
+$16.8M |
GOOGL, V, CMCSA, CHTR, AMZN
|
13F-HR |
8/14/2024, 11:57 AM |
| Q1 2024 |
13 |
$2.07B |
+$366M |
-$611M |
-$245M |
GOOGL, CHTR, AMZN, BKNG, TSM
|
13F-HR |
5/15/2024, 11:01 AM |
| Q4 2023 |
11 |
$2.09B |
+$212M |
-$504M |
-$292M |
GOOGL, AMZN, V, TSM, BKNG
|
13F-HR |
2/14/2024, 10:04 AM |
| Q3 2023 |
13 |
$2.13B |
+$342M |
-$340M |
+$1.68M |
GOOGL, AMZN, V, TMUS, BKNG
|
13F-HR |
11/14/2023, 09:24 AM |
| Q2 2023 |
14 |
$2.06B |
+$475M |
-$555M |
-$79.7M |
GOOGL, CHTR, V, AMZN, TMUS
|
13F-HR |
8/14/2023, 11:47 AM |
| Q1 2023 |
11 |
$1.82B |
+$184M |
-$375M |
-$191M |
AMZN, CHTR, GOOGL, META, V
|
13F-HR |
5/15/2023, 01:16 PM |
| Q4 2022 |
11 |
$1.61B |
+$200M |
-$341M |
-$141M |
AMZN, META, MSFT, GOOGL, V
|
13F-HR |
2/14/2023, 01:06 PM |
| Q3 2022 |
11 |
$1.73B |
+$466M |
-$158M |
+$308M |
AMZN, NFLX, MSFT, META, GOOGL
|
13F-HR |
11/14/2022, 04:08 PM |
| Q2 2022 |
11 |
$1.56B |
+$568M |
-$176M |
+$392M |
NFLX, AMZN, MSFT, GOOGL, META
|
13F-HR |
8/15/2022, 05:18 PM |
| Q1 2022 |
11 |
$1.75B |
+$657M |
-$175M |
+$482M |
AMZN, GOOGL, TMUS, META, NFLX
|
13F-HR |
5/16/2022, 03:33 PM |
| Q4 2021 |
13 |
$1.38B |
$0 |
$0 |
|
CMCSA, TMUS, GOOGL, AMZN, META
|
13F-HR |
2/11/2022, 01:44 PM |