Q3 2024 |
27 |
$191M |
+$52.5M |
-$68.9M |
-$16.4M |
APP, BLND, PAYO, CVNA, AMZN
|
13F-HR |
11/14/2024, 04:45 PM |
Q2 2024 |
31 |
$182M |
+$81.7M |
-$68.7M |
+$13M |
APP, BLND, HIMS, PAYO, CPNG
|
13F-HR |
8/14/2024, 04:31 PM |
Q1 2024 |
27 |
$162M |
+$66.8M |
-$60.8M |
+$6M |
CART, BLND, APP, META, WIX
|
13F-HR |
5/15/2024, 02:43 PM |
Q4 2023 |
25 |
$135M |
+$62.5M |
-$90.1M |
-$27.7M |
APO, AMZN, APP, WIX, CARG
|
13F-HR |
2/14/2024, 04:22 PM |
Q3 2023 |
26 |
$149M |
+$55.6M |
-$61.1M |
-$5.46M |
APP, PAYO, APO, WIX, META
|
13F-HR |
11/14/2023, 04:29 PM |
Q2 2023 |
25 |
$142M |
+$67.9M |
-$70.6M |
-$2.71M |
META, AMZN, APO, APP, PAYO
|
13F-HR |
8/14/2023, 11:15 AM |
Q1 2023 |
33 |
$133M |
+$60M |
-$31.3M |
+$28.7M |
META, CRTO, APO, PAYO, ORCL
|
13F-HR |
5/15/2023, 03:05 PM |
Q4 2022 |
22 |
$89.6M |
+$34.6M |
-$39M |
-$4.46M |
CRTO, META, APO, PAYO, FNKO
|
13F-HR |
2/14/2023, 02:23 PM |
Q3 2022 |
18 |
$102M |
+$28.1M |
-$34.2M |
-$6.12M |
PAYO, CRTO, ESTC, FNKO, IAC
|
13F-HR |
11/14/2022, 05:08 PM |
Q2 2022 |
20 |
$107M |
+$32.8M |
-$64.7M |
-$31.9M |
CRTO, PCOR, APO, ACEL, ESTC
|
13F-HR |
8/15/2022, 03:05 PM |
Q1 2022 |
23 |
$157M |
+$64.2M |
-$50M |
+$14.2M |
CRTO, APP, ESTC, ACEL, APO
|
13F-HR |
5/16/2022, 04:03 PM |
Q4 2021 |
22 |
$181M |
$0 |
$0 |
|
CRTO, APP, MGM, ESTC, ACEL
|
13F-HR |
2/14/2022, 04:11 PM |