Q3 2020 |
14 |
$30.6M |
+$10.4M |
-$8.54M |
+$1.84M |
META, C, ATH, AIG, SPY
|
13F-HR |
11/13/2020, 03:01 PM |
Q2 2020 |
14 |
$43.5M |
+$19.4M |
-$10.3M |
+$9.07M |
META, ATH, ALLY, AIG, VZ
|
13F-HR |
8/13/2020, 04:41 PM |
Q1 2020 |
17 |
$47.1M |
+$45M |
|
+$45M |
CVX, META, BEN, MS, BAC
|
13F-HR |
5/14/2020, 04:00 PM |
Q4 2019 |
3 |
$7.41M |
+$7.41M |
|
+$7.41M |
BEN, YY, LYFT
|
13F-HR |
2/13/2020, 12:19 PM |
Q3 2019 |
|
|
|
|
|
|
13F-HR |
11/4/2019, 03:23 PM |
Q2 2019 |
|
|
|
|
|
|
13F-HR |
8/2/2019, 03:02 PM |
Q1 2019 |
|
|
|
|
|
|
13F-HR |
5/6/2019, 04:39 PM |
Q4 2018 |
|
|
|
|
|
|
13F-HR |
1/25/2019, 04:06 PM |
Q3 2018 |
1 |
$4.19M |
+$4.19M |
|
+$4.19M |
NXPI
|
13F-HR |
11/13/2018, 03:03 PM |
Q2 2018 |
|
|
|
|
|
|
13F-HR |
8/13/2018, 05:48 PM |
Q1 2018 |
14 |
$31.4M |
+$31.4M |
|
+$31.4M |
CMCSA, META, GOOGL, WMT, MSFT
|
13F-HR |
5/14/2018, 04:27 PM |
Q4 2017 |
|
|
|
|
|
|
13F-HR |
2/13/2018, 04:09 PM |
Q3 2017 |
8 |
$33M |
+$18.6M |
-$4.11M |
+$14.5M |
TWX, AAPL, CMCSA, AMZN, CHTR
|
13F-HR |
11/13/2017, 05:10 PM |
Q2 2017 |
9 |
$30.3M |
+$9.31M |
-$58.6M |
-$49.3M |
TWX, TMUS, WDC, CTSH, CHTR
|
13F-HR |
8/11/2017, 05:08 PM |
Q1 2017 |
78 |
$315M |
+$93.1M |
-$138M |
-$45M |
EXPE, META, GOOG, CHTR, TMUS
|
13F-HR |
5/12/2017, 01:05 PM |
Q4 2016 |
49 |
$359M |
+$153M |
-$65.5M |
+$87.1M |
EXPE, GOOG, META, TMUS, BAC
|
13F-HR |
2/13/2017, 12:26 PM |
Q3 2016 |
51 |
$358M |
+$108M |
-$27.7M |
+$80M |
EXPE, GOOG, CHTR, TMUS, FIS
|
13F-HR |
11/14/2016, 11:39 AM |
Q2 2016 |
45 |
$289M |
+$104M |
-$55.7M |
+$48.1M |
EXPE, CHTR, GOOG, FIS, TMUS
|
13F-HR |
8/12/2016, 02:02 PM |
Q1 2016 |
43 |
$308M |
+$57.8M |
-$48.6M |
+$9.22M |
TWC, EXPE, GOOG, AGN, META
|
13F-HR |
5/13/2016, 04:21 PM |
Q4 2015 |
21 |
$322M |
+$102M |
-$64.4M |
+$37.7M |
EXPE, TWC, AGN, GOOG, META
|
13F-HR |
2/12/2016, 02:19 PM |
Q3 2015 |
33 |
$383M |
+$122M |
-$64.9M |
+$57.3M |
WBA, EXPE, TWC, META, VRX
|
13F-HR |
11/16/2015, 12:29 PM |
Q2 2015 |
45 |
$458M |
+$122M |
-$41.3M |
+$80.9M |
VRX, WBA, TWC, JD, VIPS
|
13F-HR |
8/14/2015, 11:31 AM |
Q1 2015 |
59 |
$439M |
+$190M |
-$41.7M |
+$148M |
VRX, VIPS, HRB, CHTRXXXX, WBA
|
13F-HR |
5/14/2015, 04:42 PM |
Q4 2014 |
52 |
$309M |
+$154M |
-$19.1M |
+$135M |
HRB, VRX, RH, BABA, LBTYA
|
13F-HR |
2/13/2015, 02:49 PM |
Q3 2014 |
67 |
$278M |
+$131M |
-$129M |
+$2.04M |
HRB, VRX, CMCSA, LTRPA, CAR
|
13F-HR |
11/14/2014, 10:50 AM |
Q2 2014 |
45 |
$356M |
+$121M |
-$53.6M |
+$66.9M |
HRB, CHTRXXXX, WAG, SIX, CMCSA
|
13F-HR |
8/14/2014, 12:10 PM |
Q1 2014 |
47 |
$383M |
+$152M |
-$47.9M |
+$104M |
HRB, CHTRXXXX, DISH, SIX, WAG
|
13F-HR |
5/15/2014, 11:13 AM |
Q4 2013 |
61 |
$467M |
|
|
|
HRB, CHTRXXXX, GLD, CTSH, DISH
|
13F-HR |
2/13/2014, 03:24 PM |