Q4 2024 |
44 |
$953M |
+$192M |
-$179M |
+$12.7M |
GRAB, TKO, SPOT, AMZN, ROKU
|
13F-HR |
2/14/2025, 02:53 PM |
Q3 2024 |
39 |
$885M |
+$89.3M |
-$149M |
-$59.6M |
SPOT, TKO, GRAB, AMZN, MELI
|
13F-HR |
11/14/2024, 08:00 AM |
Q2 2024 |
39 |
$878M |
+$138M |
-$151M |
-$13.4M |
SPOT, TKO, UBER, AMZN, GRAB
|
13F-HR |
8/14/2024, 01:32 PM |
Q1 2024 |
38 |
$890M |
+$115M |
-$167M |
-$51.4M |
SPOT, UBER, TKO, AMZN, DIS
|
13F-HR |
5/15/2024, 08:19 AM |
Q4 2023 |
37 |
$875M |
+$77.3M |
-$165M |
-$87.5M |
UBER, SPOT, AMZN, TKO, CHTR
|
13F-HR |
2/14/2024, 09:25 AM |
Q3 2023 |
49 |
$952M |
+$198M |
-$251M |
-$52.8M |
SPOT, UBER, KDP, AMZN, QTWO
|
13F-HR |
11/14/2023, 09:06 AM |
Q2 2023 |
45 |
$1.03B |
+$137M |
-$159M |
-$21.6M |
SPOT, UBER, META, SPOT, FIVN
|
13F-HR |
8/14/2023, 07:04 AM |
Q1 2023 |
40 |
$944M |
+$116M |
-$509M |
-$393M |
META, SPOT, UBER, DASH, PANW
|
13F-HR |
5/15/2023, 06:08 AM |
Q4 2022 |
38 |
$1.17B |
+$64.5M |
-$368M |
-$303M |
SPOT, GRAB, TMUS, UBER, FIVE
|
13F-HR |
2/14/2023, 05:06 AM |
Q3 2022 |
35 |
$1.65B |
+$220M |
-$120M |
+$99.6M |
TMUS, VRNS, PANW, UBER, FWONKXXXX
|
13F-HR |
11/14/2022, 07:36 AM |
Q2 2022 |
29 |
$1.65B |
+$212M |
-$295M |
-$83.3M |
TMUS, FWONKXXXX, FIVN, CHTR, AMZN
|
13F-HR |
8/15/2022, 06:09 AM |
Q1 2022 |
39 |
$2.81B |
+$638M |
-$246M |
+$391M |
TMUS, SKX, UBER, FWONKXXXX, SMAR
|
13F-HR |
5/16/2022, 06:02 AM |
Q4 2021 |
33 |
$2.79B |
+$519M |
-$331M |
+$188M |
TMUS, SPOT, KDP, SKX, FTCH
|
13F-HR |
2/14/2022, 07:00 AM |
Q3 2021 |
36 |
$2.89B |
+$316M |
-$414M |
-$97.7M |
TMUS, SPOT, DASH, FTCHF, FWONKXXXX
|
13F-HR |
11/15/2021, 06:11 AM |
Q2 2021 |
36 |
$3.21B |
+$597M |
-$623M |
-$25.7M |
FTCHF, SPOT, DASH, EAT, SKX
|
13F-HR |
8/16/2021, 06:08 AM |
Q1 2021 |
40 |
$3.05B |
+$660M |
-$689M |
-$30M |
FTCHF, EAT, FWONKXXXX, SPOT, TWTR
|
13F-HR |
5/17/2021, 06:12 AM |
Q4 2020 |
46 |
$3.55B |
+$756M |
-$591M |
+$165M |
PYPL, FTCH, SPOT, DIS, FWONKXXXX
|
13F-HR |
2/16/2021, 08:23 AM |
Q3 2020 |
41 |
$2.64B |
+$645M |
-$345M |
+$300M |
FTCH, SKX, QSR, FWONKXXXX, DIS
|
13F-HR |
11/16/2020, 05:12 AM |
Q2 2020 |
41 |
$2.38B |
+$664M |
-$359M |
+$305M |
FTCH, SPOT, QSR, SKX, QTWO
|
13F-HR |
8/14/2020, 06:03 AM |
Q1 2020 |
45 |
$1.59B |
+$652M |
-$152M |
+$500M |
AMZN, FTCH, PANW, SKX, SPOT
|
13F-HR |
5/15/2020, 06:03 AM |
Q4 2019 |
31 |
$2.01B |
+$707M |
-$155M |
+$552M |
SPOT, PARA, AMZN, FTCH, PANW
|
13F-HR |
2/14/2020, 05:19 AM |
Q3 2019 |
38 |
$1.74B |
+$482M |
-$132M |
+$350M |
AMZN, SPOT, SKX, TWTR, WH
|
13F-HR |
11/14/2019, 05:08 AM |
Q2 2019 |
38 |
$1.63B |
+$411M |
-$79.7M |
+$332M |
CBS, SPOT, AMZN, TWTR, WH
|
13F-HR |
8/14/2019, 09:39 AM |
Q1 2019 |
42 |
$1.73B |
+$378M |
-$275M |
+$103M |
TWTR, SPOT, CBS, TDG, AMZN
|
13F-HR |
5/15/2019, 11:43 AM |
Q4 2018 |
41 |
$1.48B |
+$335M |
-$202M |
+$133M |
AMZN, HOUS, TWTR, CBS, TDG
|
13F-HR |
2/14/2019, 08:40 AM |
Q3 2018 |
47 |
$1.91B |
+$488M |
-$165M |
+$323M |
CBS, HOUS, SPOT, AMZN, TDG
|
13F-HR |
11/14/2018, 09:44 AM |
Q2 2018 |
41 |
$1.7B |
+$536M |
-$216M |
+$320M |
CBS, HOUS, SPOT, AMZN, MLCO
|
13F-HR |
8/14/2018, 12:22 PM |
Q1 2018 |
37 |
$1.57B |
+$486M |
-$309M |
+$177M |
HOUS, CBS, PG, PANW, WYND
|
13F-HR |
5/15/2018, 09:53 AM |
Q4 2017 |
39 |
$2.07B |
+$453M |
-$566M |
-$113M |
PG, VIAB, XLF, HOUS, AMZN
|
13F-HR |
2/14/2018, 08:21 AM |
Q3 2017 |
39 |
$2.26B |
+$1B |
-$88.5M |
+$914M |
PG, VIAB, PANW, PG, HOUS
|
13F-HR |
11/14/2017, 08:41 AM |
Q2 2017 |
38 |
$1.4B |
+$387M |
-$257M |
+$129M |
VIAB, HOUS, LN, PG, PANW
|
13F-HR |
8/14/2017, 08:53 AM |
Q1 2017 |
35 |
$1.44B |
+$406M |
-$332M |
+$74.4M |
RHT, HOUS, VIAB, LN, TSU
|
13F-HR |
5/15/2017, 12:36 PM |
Q4 2016 |
39 |
$1.58B |
+$322M |
-$154M |
+$168M |
PG, HOUS, CBS, CLNY, LN
|
13F-HR |
2/14/2017, 07:29 AM |
Q3 2016 |
46 |
$1.79B |
+$591M |
-$134M |
+$457M |
PG, CBS, VIAB, RHT, PANW
|
13F-HR |
11/14/2016, 07:25 AM |
Q2 2016 |
48 |
$1.73B |
+$532M |
-$190M |
+$343M |
VIAB, PG, RHT, VIAB, CBS
|
13F-HR |
8/15/2016, 04:23 PM |
Q1 2016 |
49 |
$1.7B |
+$630M |
-$157M |
+$473M |
PG, VIAB, CBS, VIAB, HOUS
|
13F-HR |
5/16/2016, 09:53 AM |
Q4 2015 |
48 |
$1.59B |
+$521M |
-$198M |
+$323M |
PG, CBS, VIAB, ELLI, CBS
|
13F-HR |
2/16/2016, 07:44 AM |
Q3 2015 |
43 |
$1.56B |
+$492M |
-$177M |
+$315M |
CBS, PG, RCL, TTSH, CONE
|
13F-HR |
11/16/2015, 08:34 AM |
Q2 2015 |
43 |
$1.79B |
+$720M |
-$248M |
+$472M |
XLY, RCL, PG, CBS, CONE
|
13F-HR |
8/14/2015, 09:21 AM |
Q1 2015 |
41 |
$1.55B |
+$248M |
-$454M |
-$205M |
CBS, PG, CHTRXXXX, RHT, AMZN
|
13F-HR |
5/15/2015, 08:03 AM |
Q4 2014 |
44 |
$2.08B |
+$479M |
-$701M |
-$221M |
GM, IMAX, DNKN, PG, CBS
|
13F-HR |
2/17/2015, 08:19 AM |
Q3 2014 |
50 |
$2.81B |
+$838M |
-$459M |
+$380M |
PG, META, DNKN, RCL, CBS
|
13F-HR |
11/14/2014, 10:58 AM |
Q2 2014 |
46 |
$2.63B |
+$549M |
-$258M |
+$291M |
PG, GM, RCL, CBS, GM
|
13F-HR |
8/14/2014, 09:45 AM |
Q1 2014 |
52 |
$2.7B |
+$538M |
-$704M |
-$166M |
PG, GM, PG, GM, RCL
|
Restatement |
5/15/2014, 04:43 PM |
Q4 2013 |
52 |
$3.18B |
|
|
|
PG, GM, RCL, V, ESRX
|
13F-HR |
2/14/2014, 07:27 AM |