| Q2 2024 |
24 |
$1.37B |
+$389M |
-$329M |
+$60.2M |
AMZN, NVDA, CYBR, WIX, NU
|
13F-HR |
8/14/2024, 04:10 PM |
| Q1 2024 |
25 |
$1.37B |
+$170M |
-$339M |
-$169M |
AMZN, NVDA, CYBR, WIX, TPX
|
13F-HR |
5/15/2024, 04:02 PM |
| Q4 2023 |
25 |
$1.3B |
+$546M |
-$454M |
+$91.8M |
AMZN, AMD, TPX, STX, LW
|
13F-HR |
2/14/2024, 04:15 PM |
| Q3 2023 |
18 |
$1.03B |
+$366M |
-$137M |
+$229M |
MSFT, NVDA, LW, AMZN, TPX
|
13F-HR |
11/14/2023, 04:16 PM |
| Q2 2023 |
15 |
$840M |
+$229M |
-$92.6M |
+$136M |
LW, NVDA, AMZN, MSFT, WWE
|
13F-HR |
8/14/2023, 04:00 PM |
| Q1 2023 |
13 |
$611M |
+$329M |
-$52M |
+$277M |
LW, TPX, SONY, WWE, TSM
|
13F-HR |
5/15/2023, 04:13 PM |
| Q4 2022 |
13 |
$276M |
$0 |
$0 |
|
LW, TPX, ARMK, SONY, MSFT
|
13F-HR |
2/14/2023, 04:05 PM |