| Q2 2024 |
278 |
$528M |
+$395M |
-$160M |
+$235M |
NVDA, HES, ACI, AMZN, AMD
|
13F-HR |
8/13/2024, 09:47 AM |
| Q1 2024 |
200 |
$294M |
+$260M |
-$26.7M |
+$233M |
AMZN, X, EBAY, WDC, HES
|
13F-HR |
5/14/2024, 02:49 PM |
| Q4 2023 |
31 |
$59.1M |
+$25.8M |
-$258M |
-$232M |
TSLA, PRFT, WDC, MSFT, QCOM
|
13F-HR |
2/13/2024, 04:59 PM |
| Q3 2023 |
114 |
$272M |
+$221M |
-$129M |
+$91.9M |
PINS, META, SPOT, NVDA, MSFT
|
13F-HR |
11/13/2023, 04:41 PM |
| Q2 2023 |
77 |
$181M |
+$115M |
-$131M |
-$15.8M |
DIS, PINS, PARA, META, ABBV
|
13F-HR |
8/14/2023, 04:17 PM |
| Q1 2023 |
65 |
$198M |
+$152M |
-$22.6M |
+$130M |
PINS, AMZN, META, PARA, IFF
|
13F-HR |
5/12/2023, 05:04 PM |
| Q4 2022 |
13 |
$40.8M |
$0 |
$0 |
|
COP, PYPL, PINS, TGT, MA
|
13F-HR |
2/13/2023, 11:52 AM |