Q4 2024 |
16 |
$279M |
+$6.27M |
-$2.84M |
+$3.43M |
CVNA, AMZN, META, ZG, FLUT
|
13F-HR |
2/14/2025, 07:32 AM |
Q3 2024 |
17 |
$245M |
+$2.38M |
-$2.63M |
-$241K |
CVNA, AMZN, META, ZG, FLUT
|
13F-HR |
11/14/2024, 08:30 AM |
Q2 2024 |
16 |
$213M |
+$11.8M |
-$7.94M |
+$3.85M |
AMZN, CVNA, META, GOOGL, ZG
|
13F-HR |
8/14/2024, 11:20 AM |
Q1 2024 |
15 |
$195M |
+$13.6M |
$0 |
+$13.6M |
AMZN, CVNA, META, GOOGL, FLUT
|
13F-HR |
5/15/2024, 09:28 AM |
Q4 2023 |
14 |
$148M |
+$14.6M |
-$22.4M |
-$7.81M |
AMZN, CVNA, META, GOOGL, ZG
|
13F-HR |
2/14/2024, 09:10 AM |
Q3 2023 |
17 |
$134M |
+$14.8M |
-$10.3M |
+$4.41M |
AMZN, GOOGL, QQQ, CVNA, META
|
13F-HR |
11/14/2023, 11:31 AM |
Q2 2023 |
17 |
$128M |
+$33M |
-$3.97M |
+$29M |
AMZN, GOOGL, QQQ, META, ZG
|
13F-HR |
8/14/2023, 11:41 AM |
Q1 2023 |
13 |
$84.8M |
+$8.16M |
|
+$8.16M |
AMZN, GOOGL, V, META, ZG
|
13F-HR |
5/15/2023, 12:36 PM |
Q4 2022 |
12 |
$73.7M |
+$2.06K |
-$1.69M |
-$1.69M |
AMZN, GOOGL, V, JD, CHGG
|
13F-HR |
2/14/2023, 09:17 AM |
Q3 2022 |
14 |
$84.1M |
+$15.2M |
|
+$15.2M |
AMZN, GOOGL, V, META, JD
|
13F-HR |
11/14/2022, 01:17 PM |
Q2 2022 |
13 |
$85.1M |
+$28.3M |
-$23.8M |
+$4.48M |
AMZN, GOOGL, V, JD, CHGG
|
13F-HR |
8/15/2022, 10:18 AM |
Q1 2022 |
13 |
$158M |
|
-$1.09M |
-$1.09M |
AMZN, GOOGL, CHGG, Z, CVNA
|
13F-HR |
5/13/2022, 10:04 AM |
Q4 2021 |
13 |
$187M |
+$9.97M |
-$22.6M |
-$12.7M |
AMZN, CVNA, GOOGL, Z, META
|
13F-HR |
2/14/2022, 02:07 PM |
Q3 2021 |
17 |
$246M |
+$2.43M |
-$2.15M |
+$288K |
CVNA, AMZN, CHGG, GOOGL, Z
|
13F-HR |
11/15/2021, 04:05 PM |
Q2 2021 |
17 |
$275M |
+$825K |
-$47.7M |
-$46.9M |
CVNA, AMZN, CHGG, Z, ZG
|
13F-HR |
8/13/2021, 09:59 PM |
Q1 2021 |
20 |
$304M |
+$11.9M |
-$11.5M |
+$324K |
CVNA, AMZN, Z, CHGG, ZG
|
13F-HR |
5/17/2021, 07:48 AM |
Q4 2020 |
23 |
$309M |
+$4.27M |
-$9.12M |
-$4.85M |
AMZN, CVNA, Z, CHGG, ZG
|
13F-HR |
2/16/2021, 08:12 AM |
Q3 2020 |
22 |
$315M |
+$30.6M |
-$2.42M |
+$28.1M |
AMZN, CVNA, Z, CHGG, BABA
|
13F-HR |
11/16/2020, 08:12 AM |
Q2 2020 |
21 |
$233M |
+$13.3M |
-$5.02M |
+$8.29M |
AMZN, CVNA, CHGG, BABA, Z
|
13F-HR |
8/14/2020, 11:11 AM |
Q1 2020 |
21 |
$177M |
+$9.34M |
-$6.92M |
+$2.42M |
AMZN, BABA, EQIX, CHGG, CHTR
|
13F-HR |
5/13/2020, 09:03 AM |
Q4 2019 |
20 |
$200M |
|
|
|
AMZN, BMY, BABA, CHGG, CHTR
|
New Holdings |
2/12/2020, 12:38 PM |
Q4 2019 |
20 |
$200M |
+$53.1M |
|
+$53.1M |
AMZN, BMY, BABA, CHGG, CHTR
|
13F-HR |
2/11/2020, 08:01 AM |
Q3 2019 |
18 |
$177M |
+$1.92M |
|
+$1.92M |
AMZN, CELG, EQIXXXXX, BABA, AMT
|
13F-HR |
11/12/2019, 09:36 AM |
Q2 2019 |
18 |
$186M |
|
-$1.72M |
-$1.72M |
AMZN, CELG, CHGG, BABA, Z
|
13F-HR |
8/13/2019, 09:17 AM |
Q1 2019 |
18 |
$176M |
+$3.64M |
-$1.84M |
+$1.8M |
AMZN, CELG, CHGG, BABA, AMT
|
13F-HR |
5/15/2019, 09:41 AM |
Q4 2018 |
19 |
$148M |
+$5.41M |
-$9.9M |
-$4.49M |
AMZN, CELG, CHTRXXXX, BABA, CHGG
|
13F-HR |
2/14/2019, 09:28 AM |
Q3 2018 |
19 |
$196M |
+$8.31M |
-$10.2M |
-$1.87M |
AMZN, CELG, GRUBXXXX, EQIXXXXX, CHTRXXXX
|
13F-HR |
11/14/2018, 08:45 AM |
Q2 2018 |
18 |
$194M |
+$6.35M |
-$10M |
-$3.65M |
AMZN, CELG, EQIXXXXX, Z, GRUBXXXX
|
13F-HR |
8/14/2018, 10:37 AM |
Q1 2018 |
18 |
$195M |
+$38.8M |
|
+$38.8M |
CELG, AMZN, EQIXXXXX, GRUBXXXX, Z
|
13F-HR |
5/15/2018, 10:16 AM |
Q4 2017 |
17 |
$187M |
+$22.7M |
-$3.93M |
+$18.7M |
CELG, EQIXXXXX, AMZN, CHTRXXXX, JD
|
13F-HR |
2/14/2018, 08:25 AM |
Q3 2017 |
19 |
$183M |
+$7.38M |
-$4.22M |
+$3.15M |
CELG, EQIXXXXX, AMZN, CHTRXXXX, MIC
|
13F-HR |
11/14/2017, 08:47 AM |
Q2 2017 |
20 |
$176M |
+$14.5M |
-$2.62M |
+$11.9M |
CELG, EQIXXXXX, AMZN, MIC, CHTRXXXX
|
13F-HR |
8/14/2017, 10:14 AM |
Q1 2017 |
20 |
$177M |
|
|
|
CELG, EQIXXXXX, AMZN, MIC, CHTRXXXX
|
New Holdings |
5/16/2017, 06:07 PM |
Q1 2017 |
20 |
$177M |
+$14.8M |
-$10.6M |
+$4.15M |
CELG, EQIXXXXX, AMZN, MIC, CHTRXXXX
|
13F-HR |
5/15/2017, 09:11 AM |
Q4 2016 |
18 |
$157M |
+$8.29M |
-$7.43M |
+$851K |
CELG, EQIXXXXX, MIC, FLT, CHTRXXXX
|
13F-HR |
2/14/2017, 09:17 AM |
Q3 2016 |
17 |
$163M |
+$1.34M |
-$807K |
+$534K |
CELG, EQIXXXXX, MIC, FLT, CHTRXXXX
|
13F-HR |
11/14/2016, 10:18 AM |
Q2 2016 |
19 |
$166M |
+$2.55M |
-$457K |
+$2.09M |
CELG, EQIXXXXX, MIC, FLT, CHTRXXXX
|
13F-HR |
8/15/2016, 09:06 AM |
Q1 2016 |
19 |
$160M |
+$20.7M |
-$8.07M |
+$12.6M |
CELG, EQIXXXXX, FLT, MIC, CHTRXXXX
|
13F-HR |
5/16/2016, 09:45 AM |
Q4 2015 |
19 |
$170M |
+$6.22M |
-$1.29M |
+$4.93M |
CELG, EQIXXXXX, FLT, MIC, CHTRXXXX
|
13F-HR |
2/16/2016, 09:11 AM |
Q3 2015 |
21 |
$161M |
+$12M |
-$6.31M |
+$5.65M |
CELG, EQIXXXXX, MIC, FLT, CHTRXXXX
|
13F-HR |
11/16/2015, 09:31 AM |
Q2 2015 |
20 |
$182M |
+$4.32M |
-$862K |
+$3.46M |
CELG, EQIXXXXX, FLT, MIC, VRX
|
13F-HR |
8/14/2015, 09:19 AM |
Q1 2015 |
20 |
$180M |
+$17M |
-$7.43M |
+$9.53M |
CELG, EQIXXXXX, FLT, MIC, VRX
|
13F-HR |
5/15/2015, 09:22 AM |
Q4 2014 |
22 |
$167M |
+$9.84M |
-$4.35M |
+$5.5M |
CELG, FLT, MIC, GILD, NEWS
|
13F-HR |
2/13/2015, 07:22 AM |
Q3 2014 |
21 |
$159M |
+$8.3M |
-$4.69M |
+$3.61M |
CELG, FLT, GILD, MIC, PCLN
|
13F-HR |
11/14/2014, 09:24 AM |
Q2 2014 |
20 |
$150M |
+$31.1M |
|
+$31.1M |
CELG, MIC, FLT, NEWS, GILD
|
13F-HR |
8/14/2014, 09:37 AM |
Q1 2014 |
17 |
$122M |
+$9.89M |
|
+$9.89M |
CELG, MIC, NEWS, FLT, GILD
|
13F-HR |
5/14/2014, 12:09 PM |
Q4 2013 |
20 |
$133M |
|
|
|
CELG, NEWS, MIC, FLT, PCLN
|
13F-HR |
2/3/2014, 05:03 PM |