Q4 2024 |
16 |
$349M |
+$111M |
-$94.9M |
+$16.2M |
META, PDD, MELI, APP, ADI
|
13F-HR |
2/14/2025, 04:10 PM |
Q3 2024 |
13 |
$296M |
+$48.8M |
-$58.9M |
-$10M |
PDD, META, ADI, AMZN, APP
|
13F-HR |
11/14/2024, 04:05 PM |
Q2 2024 |
14 |
$260M |
+$77.3M |
-$75.7M |
+$1.59M |
META, PDD, CPNG, GSHD, AMZN
|
13F-HR |
8/14/2024, 04:05 PM |
Q1 2024 |
10 |
$238M |
+$109M |
-$45.6M |
+$63.7M |
META, PDD, ADI, GSHD, AMZN
|
13F-HR |
5/15/2024, 04:05 PM |
Q4 2023 |
9 |
$164M |
+$28.4M |
-$56.8M |
-$28.4M |
META, ADI, AMZN, JD, GSHD
|
13F-HR |
2/14/2024, 04:05 PM |
Q3 2023 |
16 |
$180M |
+$101M |
-$21.8M |
+$79M |
ADI, META, PDD, BABA, AMZN
|
13F-HR |
11/14/2023, 04:05 PM |
Q2 2023 |
16 |
$99M |
+$44.3M |
-$30.4M |
+$13.8M |
META, BABA, BILL, WYNN, ADI
|
13F-HR |
8/14/2023, 05:05 PM |
Q1 2023 |
9 |
$76.9M |
+$49.8M |
-$45.3M |
+$4.51M |
WYNN, BILL, BABA, GOOGL, META
|
13F-HR |
5/15/2023, 04:05 PM |
Q4 2022 |
9 |
$82.1M |
+$53.7M |
-$882K |
+$52.8M |
BILL, NVDA, LRCX, ACLS, NOW
|
13F-HR |
2/14/2023, 03:06 PM |
Q3 2022 |
8 |
$47.4M |
+$24M |
-$10M |
+$14M |
BILL, TSM, LRCX, GOOGL, MSFT
|
13F-HR |
11/14/2022, 03:06 PM |
Q2 2022 |
5 |
$60.4M |
+$18.4M |
-$44M |
-$25.6M |
GOOGL, TASK, BILL, MSFT, AMZN
|
13F-HR |
8/15/2022, 04:14 PM |
Q1 2022 |
6 |
$260M |
+$62.5M |
-$40.9M |
+$21.6M |
TASK, CVNA, BILL, MSFT, AMZN
|
13F-HR |
5/16/2022, 04:30 PM |
Q4 2021 |
10 |
$471M |
+$123M |
|
+$123M |
CVNA, BILL, TASK, SE, DCBO
|
13F-HR |
2/14/2022, 03:00 PM |
Q3 2021 |
16 |
$460M |
+$52.4M |
-$28.7M |
+$23.7M |
BILL, SE, CVNA, TASK, DCBO
|
13F-HR |
11/15/2021, 04:00 PM |
Q2 2021 |
17 |
$387M |
+$81.3M |
-$9.8M |
+$71.5M |
CVNA, SE, BILL, FUTU, SNOW
|
13F-HR |
8/16/2021, 04:00 PM |
Q1 2021 |
15 |
$269M |
+$149M |
-$1.32M |
+$148M |
SE, CVNA, BILL, SQ, BILI
|
13F-HR |
5/17/2021, 04:00 PM |
Q4 2020 |
14 |
$119M |
+$10.9M |
|
+$10.9M |
CVNA, SE, BILL, SNOW, SQ
|
13F-HR |
2/16/2021, 03:00 PM |
Q3 2020 |
13 |
$105M |
+$46.6M |
|
+$46.6M |
CVNA, SE, BILL, FSLY, SNOW
|
13F-HR |
11/13/2020, 04:04 PM |
Q2 2020 |
10 |
$47M |
+$16.8M |
|
+$16.8M |
BILL, FSLY, SE, CVNA, ZI
|
13F-HR |
8/14/2020, 04:01 PM |
Q1 2020 |
10 |
$18.1M |
+$16.4M |
-$82.4M |
-$66M |
CVNA, NOW, AMZN, SE, BILL
|
13F-HR |
5/15/2020, 04:00 PM |
Q4 2019 |
8 |
$672M |
+$66.9M |
-$176M |
-$109M |
CMCSA, FOXA, CHTR, WAB, MSFT
|
13F-HR |
2/14/2020, 03:00 PM |
Q3 2019 |
10 |
$757M |
+$191M |
-$51.4M |
+$139M |
FOXA, CHTR, CMCSA, MSFT, WAB
|
13F-HR |
11/14/2019, 03:00 PM |
Q2 2019 |
16 |
$774M |
+$141M |
-$325M |
-$184M |
FOXA, CHTR, CMCSA, MSFT, LNG
|
13F-HR |
8/14/2019, 04:00 PM |
Q1 2019 |
15 |
$896M |
+$231M |
-$91.1M |
+$140M |
CHTR, CMCSA, MSFT, LNG, FOXA
|
13F-HR |
5/15/2019, 04:00 PM |
Q4 2018 |
13 |
$818M |
+$188M |
-$123M |
+$65.3M |
CMCSA, CHTR, FOX, MSFT, LNG
|
13F-HR |
2/14/2019, 03:00 PM |
Q3 2018 |
28 |
$1.21B |
+$443M |
-$420M |
+$23.2M |
CMCSA, FOX, CHTR, LNG, CPXXXX
|
13F-HR |
11/14/2018, 03:00 PM |
Q2 2018 |
31 |
$1.45B |
+$561M |
-$333M |
+$227M |
CMCSA, XLI, CHTR, LNG, CPXXXX
|
13F-HR |
8/14/2018, 04:00 PM |
Q1 2018 |
29 |
$1.35B |
+$668M |
-$62.6M |
+$605M |
CMCSA, CPXXXX, CXO, RS, SU
|
13F-HR |
5/15/2018, 04:00 PM |
Q4 2017 |
34 |
$1.4B |
+$667M |
-$114M |
+$552M |
XME, CMCSA, CPXXXX, MSFT, NUE
|
13F-HR |
2/14/2018, 03:03 PM |
Q3 2017 |
27 |
$1.07B |
+$377M |
-$66.8M |
+$310M |
CMCSA, CPXXXX, MSFT, STZ, CNQ
|
13F-HR |
11/14/2017, 03:52 PM |
Q2 2017 |
30 |
$1.24B |
+$538M |
-$78.6M |
+$459M |
CPXXXX, SPY, CMCSA, MSFT, STZ
|
13F-HR |
8/14/2017, 04:00 PM |
Q1 2017 |
31 |
$1.29B |
+$865M |
-$66.6M |
+$798M |
BILXXXX, CPXXXX, MSFT, CMCSA, STZ
|
13F-HR |
5/15/2017, 04:28 PM |
Q4 2016 |
18 |
$723M |
+$294M |
-$176M |
+$118M |
MSFT, CPXXXX, CHTR, CMCSA, RSPP
|
13F-HR |
2/14/2017, 03:03 PM |
Q3 2016 |
35 |
$1.24B |
+$524M |
-$134M |
+$390M |
CHTR, PXD, MSFT, CPXXXX, HAL
|
13F-HR |
11/14/2016, 03:01 PM |
Q2 2016 |
42 |
$1.27B |
+$541M |
-$108M |
+$433M |
CHTR, PXD, STLD, MSFT, GLD
|
13F-HR |
8/15/2016, 04:05 PM |
Q1 2016 |
49 |
$1.5B |
+$694M |
-$138M |
+$555M |
TWC, PXD, STLD, NFX, MSFT
|
13F-HR |
5/16/2016, 04:00 PM |
Q4 2015 |
47 |
$1.66B |
+$949M |
-$78.7M |
+$871M |
TWC, XOM, SU, CVX, FANG
|
13F-HR |
2/16/2016, 03:00 PM |
Q3 2015 |
45 |
$1.3B |
+$694M |
-$66.6M |
+$628M |
TWC, XOM, HFC, MPC, MSFT
|
13F-HR |
11/16/2015, 03:05 PM |
Q2 2015 |
42 |
$1.32B |
+$725M |
-$90.2M |
+$635M |
TWC, SPY, PCP, FOX, SC
|
13F-HR |
8/14/2015, 04:04 PM |
Q1 2015 |
54 |
$1.15B |
+$656M |
-$76.4M |
+$580M |
FOX, TWC, SC, PCP, WMB
|
13F-HR |
5/15/2015, 04:44 PM |
Q4 2014 |
47 |
$1.08B |
+$704M |
-$84.6M |
+$620M |
SPY, SC, FOX, TWC, SEE
|
13F-HR |
2/17/2015, 03:19 PM |
Q3 2014 |
49 |
$661M |
+$314M |
-$55.4M |
+$258M |
FOX, PCP, DG, SC, VRX
|
13F-HR |
11/13/2014, 03:30 PM |
Q2 2014 |
59 |
$972M |
+$483M |
-$164M |
+$319M |
FOX, PCLN, YUM, VRX, NLSN
|
13F-HR |
8/14/2014, 04:04 PM |
Q1 2014 |
52 |
$920M |
+$442M |
-$15B |
-$14.6B |
DG, NLSN, PCLN, FOX, CCIXXXX
|
13F-HR |
5/15/2014, 04:13 PM |
Q4 2013 |
53 |
$1.01B |
|
|
|
OC, NLSN, CCIXXXX, DG, XLF
|
13F-HR |
2/14/2014, 03:00 PM |