Q3 2024 |
28 |
$1.44B |
+$364M |
-$428M |
-$64.2M |
AMZN, TRU, DASH, LPX, MSFT
|
13F-HR |
11/14/2024, 04:16 PM |
Q2 2024 |
27 |
$1.37B |
+$293M |
-$325M |
-$32.3M |
AMZN, MSFT, LPX, CRM, CVNA
|
13F-HR |
8/14/2024, 04:05 PM |
Q1 2024 |
27 |
$1.43B |
+$418M |
-$295M |
+$123M |
AMZN, CRM, MSFT, FERG, TPX
|
13F-HR |
5/15/2024, 04:14 PM |
Q4 2023 |
23 |
$1.17B |
+$257M |
-$259M |
-$1.99M |
AMZN, MSFT, PTC, CRM, TRU
|
13F-HR |
2/14/2024, 04:18 PM |
Q3 2023 |
20 |
$1.01B |
+$253M |
-$217M |
+$36.4M |
AMZN, CHTR, PTC, DASH, MSFT
|
13F-HR |
11/14/2023, 09:48 AM |
Q2 2023 |
22 |
$986M |
+$274M |
-$168M |
+$106M |
AMZN, PTC, META, DASH, THC
|
13F-HR |
8/14/2023, 04:00 PM |
Q1 2023 |
20 |
$728M |
+$286M |
-$202M |
+$83.7M |
MSFT, AMZN, CRM, META, UBER
|
13F-HR |
5/15/2023, 04:10 PM |
Q4 2022 |
19 |
$572M |
$0 |
$0 |
|
MSFT, AMZN, HCA, MA, UBER
|
13F-HR |
2/14/2023, 04:06 PM |