Q4 2024 |
1 |
$106M |
$0 |
$0 |
|
NEXT
|
13F-HR |
2/13/2025, 04:42 PM |
Q3 2024 |
1 |
$64.8M |
$0 |
-$704K |
-$704K |
NEXT
|
13F-HR |
11/13/2024, 04:15 PM |
Q2 2024 |
1 |
$110M |
$0 |
-$2.02M |
-$2.02M |
NEXT
|
13F-HR |
8/13/2024, 04:06 PM |
Q1 2024 |
1 |
$80.4M |
$0 |
-$4.72M |
-$4.72M |
NEXT
|
13F-HR |
5/14/2024, 04:16 PM |
Q4 2023 |
1 |
$71.5M |
|
-$13.2M |
-$13.2M |
NEXT
|
13F-HR |
2/13/2024, 05:01 PM |
Q3 2023 |
1 |
$90.9M |
+$14.8M |
|
+$14.8M |
NEXT
|
13F-HR |
11/14/2023, 09:04 AM |
Q2 2023 |
1 |
$122M |
|
|
|
NEXT
|
13F-HR |
8/11/2023, 05:00 PM |
Q1 2023 |
1 |
$73.9M |
|
|
|
NEXT
|
13F-HR |
5/12/2023, 04:53 PM |
Q4 2022 |
1 |
$73.4M |
$0 |
$0 |
|
NEXT
|
13F-HR |
2/10/2023, 03:30 PM |
Q3 2021 |
1 |
$41M |
$0 |
-$13.4M |
-$13.4M |
NEXT
|
13F-HR |
11/12/2021, 05:14 PM |
Q2 2021 |
1 |
$80.7M |
$0 |
$0 |
|
NEXT
|
13F-HR |
8/3/2021, 04:37 PM |
Q1 2021 |
1 |
$52.2M |
$0 |
$0 |
|
NEXT
|
13F-HR |
5/14/2021, 04:10 PM |
Q4 2020 |
0 |
|
|
|
|
|
13F-HR |
2/12/2021, 03:16 PM |
Q3 2020 |
1 |
$58.3M |
|
|
|
NEXT
|
13F-HR |
11/13/2020, 03:13 PM |
Q2 2020 |
1 |
$42.2M |
|
|
|
NEXT
|
13F-HR |
8/6/2020, 10:25 AM |
Q1 2020 |
26 |
$1.12B |
+$381M |
-$116M |
+$266M |
META, ALGN, AMZN, BABA, PLNT
|
13F-HR |
5/15/2020, 04:14 PM |
Q4 2019 |
31 |
$1.5B |
+$310M |
-$185M |
+$125M |
NEXT, AMZN, BABA, META, WIX
|
13F-HR |
2/14/2020, 03:41 PM |
Q3 2019 |
34 |
$1.48B |
+$602M |
-$218M |
+$384M |
NEXT, BABA, AMZN, BA, UBER
|
13F-HR |
11/14/2019, 03:14 PM |
Q2 2019 |
26 |
$1.66B |
+$259M |
-$335M |
-$75.4M |
NEXT, NFLX, UBER, BABA, PTC
|
13F-HR |
8/14/2019, 04:23 PM |
Q1 2019 |
24 |
$1.91B |
+$313M |
-$304M |
+$9.03M |
NFLX, PTC, NEXT, TTWO, AMZN
|
13F-HR |
5/15/2019, 04:15 PM |
Q4 2018 |
29 |
$2.05B |
+$194M |
-$222M |
-$27.8M |
CZRXXXX, TDG, NEXT, BABA, GDDY
|
13F-HR |
2/14/2019, 03:04 PM |
Q3 2018 |
30 |
$2.69B |
+$303M |
-$445M |
-$142M |
CZRXXXX, META, AVGO, BABA, TDG
|
13F-HR |
11/14/2018, 03:04 PM |
Q2 2018 |
32 |
$3.19B |
+$841M |
-$268M |
+$574M |
CZRXXXX, META, DWDP, BABA, BABA
|
13F-HR |
8/14/2018, 04:21 PM |
Q1 2018 |
37 |
$3.29B |
+$736M |
-$298M |
+$438M |
CZRXXXX, META, MGM, AVGOXXXX, STZ
|
13F-HR |
5/15/2018, 04:09 PM |
Q4 2017 |
33 |
$3.38B |
+$948M |
-$191M |
+$757M |
CZRXXXX, STZ, NEXT, META, AVGOXXXX
|
13F-HR |
2/14/2018, 03:20 PM |
Q3 2017 |
36 |
$3.19B |
+$816M |
-$496M |
+$320M |
STZ, QSR, NEXT, META, CNDT
|
13F-HR |
11/14/2017, 03:33 PM |
Q2 2017 |
35 |
$3.29B |
+$554M |
-$474M |
+$80.2M |
STZ, QSR, APD, DIS, EVHC
|
13F-HR |
8/14/2017, 04:21 PM |
Q1 2017 |
35 |
$3.44B |
+$514M |
-$680M |
-$166M |
STZ, QSR, APD, GOOGL, DIS
|
13F-HR |
5/15/2017, 04:33 PM |
Q4 2016 |
34 |
$3.35B |
+$1.31B |
-$262M |
+$1.05B |
STZ, LNG, GOOGL, APD, ADNT
|
13F-HR |
2/14/2017, 03:21 PM |
Q3 2016 |
30 |
$2.91B |
+$330M |
-$605M |
-$275M |
STZ, LNG, APD, FLT, QSR
|
13F-HR |
11/14/2016, 03:42 PM |
Q2 2016 |
30 |
$3B |
+$339M |
-$267M |
+$71.8M |
LNG, STZ, FLT, APD, SSNC
|
13F-HR |
8/15/2016, 03:01 PM |
Q1 2016 |
32 |
$3.47B |
+$675M |
-$349M |
+$326M |
LNG, FLT, STZ, APD, EVHC
|
13F-HR |
5/16/2016, 04:37 PM |
Q4 2015 |
32 |
$3.65B |
+$562M |
-$388M |
+$174M |
FLT, LNG, APD, EVHC, HBI
|
13F-HR |
2/16/2016, 04:21 PM |
Q3 2015 |
32 |
$3.78B |
+$950M |
-$88.4M |
+$861M |
FLT, LNG, LC, ARMK, APD
|
13F-HR |
11/16/2015, 02:03 PM |
Q2 2015 |
35 |
$3.77B |
+$639M |
-$305M |
+$334M |
FLT, LNG, LC, ARMK, APD
|
13F-HR |
8/14/2015, 03:00 PM |
Q1 2015 |
41 |
$3.82B |
+$598M |
-$540M |
+$58M |
FLT, LC, LNG, NEE, ARMK
|
13F-HR |
5/15/2015, 03:01 PM |
Q4 2014 |
42 |
$3.92B |
+$842M |
-$486M |
+$355M |
FLT, LC, SUNEQ, LNG, ALLE
|
13F-HR |
2/17/2015, 02:01 PM |
Q3 2014 |
41 |
$3.6B |
+$861M |
-$489M |
+$372M |
FLT, LNG, ALLE, EVHC, NEE
|
13F-HR |
11/14/2014, 01:02 PM |
Q2 2014 |
46 |
$3.66B |
+$1.01B |
-$240M |
+$765M |
LNG, FLT, AONXXXX, LBTYK, JCI
|
13F-HR |
8/14/2014, 01:14 PM |
Q1 2014 |
48 |
$3.26B |
+$887M |
-$326M |
+$561M |
FLT, BPOP, LNG, HTZXXXX, ADSK
|
13F-HR |
5/15/2014, 02:35 PM |
Q4 2013 |
49 |
$3.03B |
|
|
|
FLT, HTZXXXX, BPOP, LNG, PNRXXXX
|
13F-HR |
2/14/2014, 11:04 AM |