Q3 2024 |
19 |
$111M |
+$23M |
-$30.9M |
-$7.94M |
META, TDG, V, MA, AMZN
|
13F-HR |
11/7/2024, 02:31 PM |
Q2 2024 |
18 |
$114M |
+$19M |
-$40.9M |
-$21.9M |
META, ABNB, V, GOOGL, MA
|
13F-HR |
8/13/2024, 04:22 PM |
Q1 2024 |
16 |
$135M |
+$19.5M |
-$38.9M |
-$19.4M |
ABNB, GOOGL, V, TDG, MA
|
13F-HR |
5/15/2024, 05:54 PM |
Q4 2023 |
14 |
$135M |
+$36.1M |
-$27.6M |
+$8.56M |
ABNB, BRKB, GOOGL, V, TMO
|
13F-HR |
2/12/2024, 07:25 PM |
Q3 2023 |
21 |
$119M |
+$24.7M |
-$34.8M |
-$10.1M |
GOOGL, V, BRKB, TMO, ABNB
|
13F-HR |
11/14/2023, 05:08 PM |
Q2 2023 |
20 |
$128M |
+$48.2M |
-$33.1M |
+$15.1M |
BRKB, TMO, V, DHR, GOOGL
|
13F-HR |
8/4/2023, 04:41 PM |
Q1 2023 |
15 |
$104M |
+$32.9M |
-$66M |
-$33.1M |
BRKB, GOOGL, TMO, OXY, MA
|
13F-HR |
5/12/2023, 11:21 AM |
Q4 2022 |
20 |
$130M |
+$32.3M |
-$95.2M |
-$62.9M |
GOOGL, XP, BRKB, AMZN, CHTR
|
13F-HR |
2/14/2023, 06:45 PM |
Q3 2022 |
18 |
$181M |
+$41M |
-$45.9M |
-$4.9M |
BRKB, MA, MSFT, TMO, XP
|
13F-HR |
11/10/2022, 03:17 PM |
Q2 2022 |
21 |
$209M |
+$80.4M |
-$157M |
-$76.9M |
BRKB, SCHW, GOOGL, MSFT, MA
|
13F-HR |
11/10/2022, 03:16 PM |
Q1 2022 |
16 |
$385M |
+$78.2M |
-$70.9M |
+$7.3M |
MSFT, TDG, SCHW, XP, AMZN
|
13F-HR |
11/10/2022, 03:15 PM |
Q4 2021 |
18 |
$406M |
+$57.3M |
-$88.3M |
-$31M |
TDG, XP, AMZN, MA, META
|
13F-HR |
11/10/2022, 01:58 PM |
Q3 2021 |
20 |
$425M |
+$89.3M |
-$61.5M |
+$27.7M |
TDG, SCHW, AMZN, META, MSFT
|
13F-HR |
11/10/2022, 01:58 PM |
Q2 2021 |
20 |
$394M |
+$120M |
-$37M |
+$82.7M |
SCHW, META, TDG, AMZN, MA
|
13F-HR |
11/10/2022, 01:58 PM |
Q1 2021 |
16 |
$282M |
+$66.5M |
-$45.6M |
+$20.8M |
SCHW, CHTR, MA, META, MELI
|
13F-HR |
11/10/2022, 01:58 PM |
Q4 2020 |
18 |
$255M |
+$45.6M |
-$16.4M |
+$29.2M |
CHTR, MELI, MA, META, NFLX
|
13F-HR |
11/10/2022, 01:58 PM |
Q3 2020 |
19 |
$195M |
+$38.4M |
-$25.3M |
+$13.1M |
CHTR, MA, META, NFLX, GOOGL
|
13F-HR |
11/10/2022, 01:58 PM |
Q2 2020 |
20 |
$162M |
+$36.6M |
-$26.7M |
+$9.9M |
BRKB, CHTR, MA, SCHW, META
|
13F-HR |
11/10/2022, 01:58 PM |
Q1 2020 |
20 |
$128M |
+$48.6M |
-$70.4M |
-$21.7M |
CHTR, META, SCHW, BRKB, MA
|
13F-HR |
11/10/2022, 01:58 PM |
Q4 2019 |
15 |
$168M |
+$53.7M |
-$31.1M |
+$22.6M |
SCHW, NFLX, META, BRKB, BKNG
|
13F-HR |
11/10/2022, 01:58 PM |
Q3 2019 |
18 |
$134M |
+$43.1M |
-$58.5M |
-$15.4M |
META, BRKB, SCHW, BKNG, NFLX
|
13F-HR |
11/10/2022, 01:58 PM |
Q2 2019 |
13 |
$146M |
+$25.8M |
-$10.5M |
+$15.3M |
GOOGL, BRKB, BKNG, BAC, META
|
13F-HR |
11/10/2022, 01:58 PM |
Q1 2019 |
13 |
$124M |
+$23.9M |
-$31.4M |
-$7.53M |
BKNG, BRKB, GOOGL, AAPL, MKL
|
13F-HR |
11/10/2022, 01:58 PM |
Q4 2018 |
13 |
$121M |
+$58.9M |
-$29.2M |
+$29.7M |
BRKB, AAPL, META, BKNG, GOOGL
|
13F-HR |
11/10/2022, 01:58 PM |
Q3 2018 |
12 |
$104M |
+$21.1M |
-$28.1M |
-$6.98M |
GOOGL, CHTR, META, DHR, MKL
|
13F-HR |
11/10/2022, 01:58 PM |
Q2 2018 |
12 |
$103M |
+$25M |
-$54.9M |
-$29.9M |
GOOGL, DHR, BUD, CHTR, BRKB
|
13F-HR |
11/10/2022, 01:58 PM |
Q1 2018 |
14 |
$133M |
+$63.3M |
-$42.6M |
+$20.7M |
GOOGL, BUD, WFC, DHR, BRKB
|
13F-HR |
11/10/2022, 01:58 PM |
Q4 2017 |
16 |
$112M |
$0 |
$0 |
|
GOOG, GLD, BUD, WFC, DHR
|
13F-HR |
11/10/2022, 01:58 PM |