| Q2 2024 |
40 |
$1.42B |
+$921M |
-$687M |
+$234M |
AMZN, CPNG, KMB, PDD, MA
|
13F-HR |
8/14/2024, 01:00 PM |
| Q1 2024 |
41 |
$1.18B |
+$740M |
-$663M |
+$76.8M |
AMZN, META, MA, UBER, SE
|
13F-HR |
5/15/2024, 01:00 PM |
| Q4 2023 |
43 |
$1.04B |
+$652M |
-$836M |
-$184M |
SPOT, PDD, EXPE, META, PM
|
13F-HR |
2/14/2024, 03:00 PM |
| Q3 2023 |
42 |
$1.12B |
+$633M |
-$564M |
+$69.4M |
META, ELF, CL, MSFT, CPNG
|
13F-HR |
11/14/2023, 01:00 PM |
| Q2 2023 |
41 |
$1.06B |
+$632M |
-$566M |
+$66.6M |
META, AMZN, YUM, UBER, SQ
|
13F-HR |
8/14/2023, 01:00 PM |
| Q1 2023 |
39 |
$924M |
+$695M |
-$190M |
+$505M |
AMZN, TJX, NKE, NFLX, META
|
13F-HR |
5/15/2023, 01:00 PM |
| Q4 2022 |
26 |
$405M |
+$263M |
-$479M |
-$217M |
WMG, CPNG, MTCH, YUM, AMZN
|
13F-HR |
2/14/2023, 12:15 PM |
| Q3 2022 |
27 |
$584M |
+$335M |
-$353M |
-$17.6M |
DPZ, ROST, LVS, AMZN, PYPL
|
13F-HR |
11/14/2022, 12:30 PM |
| Q2 2022 |
25 |
$613M |
+$475M |
-$296M |
+$179M |
DPZ, AMZN, DG, ULTA, YUM
|
13F-HR |
8/15/2022, 12:30 PM |
| Q1 2022 |
28 |
$534M |
+$338M |
-$341M |
-$3.29M |
AMZN, GOOGL, ULTA, KO, ORLY
|
13F-HR |
5/16/2022, 12:00 PM |
| Q4 2021 |
27 |
$556M |
$0 |
$0 |
|
AMZN, DPZ, GOOGL, META, ULTA
|
13F-HR |
2/14/2022, 12:15 PM |