Q3 2024 |
13 |
$108M |
+$27.9M |
-$29.3M |
-$1.35M |
GOOGL, V, QXO, META, NOW
|
13F-HR |
11/12/2024, 03:16 PM |
Q2 2024 |
13 |
$102M |
+$27.5M |
-$24.5M |
+$3.05M |
GOOGL, META, NOW, ABNB, SPOT
|
13F-HR |
8/12/2024, 08:01 PM |
Q1 2024 |
13 |
$101M |
+$25.7M |
-$26.2M |
-$496K |
GOOGL, META, ABNB, CRM, DCBO
|
13F-HR |
5/10/2024, 08:24 PM |
Q4 2023 |
14 |
$89.1M |
+$20.6M |
-$27M |
-$6.45M |
RBLX, META, MU, DCBO, ABNB
|
13F-HR |
2/13/2024, 03:47 PM |
Q3 2023 |
15 |
$82.4M |
+$28.5M |
-$37.2M |
-$8.71M |
ORCL, MU, META, AMZN, CRM
|
13F-HR |
11/13/2023, 12:13 PM |
Q2 2023 |
15 |
$95.6M |
+$24.4M |
-$23.4M |
+$1.04M |
META, TSM, PYPL, NFLX, ABNB
|
13F-HR |
8/11/2023, 12:51 PM |
Q1 2023 |
16 |
$84.8M |
+$20.5M |
-$18.5M |
+$1.98M |
META, TSM, MU, PYPL, GOOGL
|
Restatement |
8/2/2023, 01:52 PM |
Q4 2022 |
15 |
$67.5M |
+$29.9M |
-$30.5M |
-$580K |
META, IMXI, TSM, MU, PYPL
|
13F-HR |
2/13/2023, 03:29 PM |
Q3 2022 |
15 |
$71.8M |
+$34.2M |
-$27.9M |
+$6.35M |
PYPL, AMZN, CRM, NOW, GPN
|
13F-HR |
11/14/2022, 05:27 PM |
Q2 2022 |
14 |
$77.2M |
+$19.6M |
-$28.9M |
-$9.36M |
NOW, MSFT, GOOGL, FIS, CRM
|
13F-HR |
8/15/2022, 10:04 AM |
Q1 2022 |
14 |
$113M |
+$24.1M |
-$13.1M |
+$11M |
MSFT, GOOGL, GPN, FIS, DASH
|
13F-HR |
5/16/2022, 05:28 PM |
Q4 2021 |
12 |
$118M |
$0 |
$0 |
|
MSFT, GOOGL, DASH, ZG, FIS
|
13F-HR |
2/14/2022, 12:12 PM |