Q4 2024 |
26 |
$980M |
+$193M |
-$280M |
-$87M |
GOOGL, AMZN, LLY, META, NFLX
|
13F-HR |
2/14/2025, 02:38 PM |
Q3 2024 |
25 |
$990M |
+$152M |
-$166M |
-$13.3M |
META, GOOGL, AMZN, NFLX, LLY
|
13F-HR |
11/14/2024, 03:03 PM |
Q2 2024 |
26 |
$1.01B |
+$136M |
-$105M |
+$31.3M |
GOOGL, NFLX, AMZN, META, LLY
|
13F-HR |
8/16/2024, 10:13 AM |
Q1 2024 |
25 |
$955M |
+$254M |
-$55.3M |
+$198M |
META, GOOGL, NFLX, LLY, AMZN
|
13F-HR |
5/15/2024, 04:00 PM |
Q4 2023 |
25 |
$661M |
+$34.3M |
-$112M |
-$77.9M |
META, GOOGL, UBER, NFLX, ULTA
|
13F-HR |
2/14/2024, 04:03 PM |
Q3 2023 |
31 |
$626M |
+$136M |
-$56M |
+$79.9M |
LLY, GOOGL, META, UBER, NFLX
|
13F-HR |
11/14/2023, 01:48 PM |
Q2 2023 |
31 |
$591M |
+$56.1M |
-$54.9M |
+$1.23M |
VLRS, META, NFLX, GOOGL, UBER
|
13F-HR |
8/14/2023, 04:12 PM |
Q1 2023 |
28 |
$506M |
+$62.9M |
-$50.5M |
+$12.4M |
VLRS, META, NFLX, GOOGL, UBER
|
13F-HR |
5/15/2023, 03:59 PM |
Q4 2022 |
37 |
$447M |
+$43.1M |
-$74.4M |
-$31.3M |
VLRS, NFLX, META, GOOGL, UBER
|
13F-HR |
2/14/2023, 12:55 PM |
Q3 2022 |
34 |
$437M |
+$279M |
-$4.24M |
+$275M |
VLRS, NFLX, GOOGL, META, UBER
|
13F-HR |
11/14/2022, 01:53 PM |
Q2 2022 |
24 |
$207M |
+$27.8K |
-$23.3M |
-$23.3M |
VLRS, GOOGL, RYAAY, SAH, META
|
13F-HR |
8/15/2022, 11:57 AM |
Q1 2022 |
24 |
$340M |
+$8.98M |
-$12.8M |
-$3.86M |
VLRS, GOOGL, META, RYAAY, NFLX
|
13F-HR |
5/16/2022, 02:21 PM |
Q4 2021 |
27 |
$420M |
+$24.2M |
-$1.03M |
+$23.1M |
VLRS, META, NFLX, GOOGL, RYAAY
|
13F-HR |
2/14/2022, 12:06 PM |
Q3 2021 |
22 |
$440M |
+$27M |
-$23.7M |
+$3.3M |
VLRS, META, NFLX, RYAAY, GOOGL
|
13F-HR |
11/15/2021, 02:17 PM |
Q2 2021 |
22 |
$420M |
+$18.9M |
-$1.45M |
+$17.5M |
VLRS, META, RYAAY, NFLX, GOOGL
|
13F-HR |
8/16/2021, 02:01 PM |
Q1 2021 |
22 |
$359M |
+$40.2M |
-$5.91M |
+$34.3M |
VLRS, META, RYAAY, NFLX, GOOGL
|
13F-HR |
5/17/2021, 04:52 PM |
Q4 2020 |
32 |
$314M |
+$32.3M |
-$6.69M |
+$25.6M |
VLRS, RYAAY, NFLX, META, GOOGL
|
13F-HR |
2/16/2021, 01:49 PM |
Q3 2020 |
31 |
$237M |
+$30.8M |
-$7.76M |
+$23M |
VLRS, RYAAY, NFLX, META, GOOGL
|
13F-HR |
11/16/2020, 03:04 PM |
Q2 2020 |
32 |
$199M |
+$40.6M |
-$250K |
+$40.3M |
NFLX, VLRS, META, RYAAY, GOOGL
|
13F-HR |
8/14/2020, 03:37 PM |
Q1 2020 |
29 |
$132M |
+$20.1M |
-$74.6M |
-$54.6M |
NFLX, RYAAY, META, VLRS, GOOGL
|
13F-HR |
5/15/2020, 04:14 PM |
Q4 2019 |
36 |
$337M |
+$24.3M |
-$16.8M |
+$7.55M |
NFLX, META, VLRS, BAC, RYAAY
|
13F-HR |
2/14/2020, 02:56 PM |
Q3 2019 |
28 |
$293M |
+$10.9M |
-$1.1M |
+$9.84M |
NFLX, VLRS, META, BAC, GOOGL
|
13F-HR |
11/14/2019, 11:32 AM |
Q2 2019 |
43 |
$311M |
+$10.3M |
-$5.04M |
+$5.25M |
NFLX, VLRS, META, BAC, SAVE
|
13F-HR |
8/15/2019, 02:17 PM |
Q1 2019 |
37 |
$299M |
+$55.6M |
-$1.28M |
+$54.3M |
NFLX, META, VLRS, BAC, RYAAY
|
13F-HR |
5/15/2019, 04:17 PM |
Q4 2018 |
48 |
$230M |
+$17M |
-$11.5M |
+$5.48M |
NFLX, VLRS, SAVE, META, GOOGL
|
13F-HR |
2/14/2019, 03:05 PM |
Q3 2018 |
53 |
$311M |
+$15.6M |
-$162K |
+$15.5M |
NFLX, VLRS, GOOGL, META, RYAAY
|
13F-HR |
11/14/2018, 02:36 PM |
Q2 2018 |
51 |
$282M |
+$41.1M |
-$10.1M |
+$30.9M |
NFLX, META, VLRS, RYAAY, GOOGL
|
13F-HR |
8/14/2018, 02:53 PM |
Q1 2018 |
49 |
$282M |
+$33.5M |
-$1.01M |
+$32.5M |
NFLX, VLRS, RYAAY, BACWSA, C
|
13F-HR |
5/15/2018, 04:06 PM |
Q4 2017 |
44 |
$237M |
+$18.7M |
-$13.5M |
+$5.19M |
NFLX, RYAAY, BACWSA, VLRS, BAC
|
13F-HR |
2/14/2018, 01:04 PM |
Q3 2017 |
49 |
$223M |
+$9.3M |
-$561K |
+$8.74M |
NFLX, BAC, VLRS, BACWSA, RYAAY
|
13F-HR |
11/14/2017, 02:39 PM |
Q2 2017 |
49 |
$204M |
+$18.8M |
-$1.08M |
+$17.7M |
NFLX, VLRS, BAC, RYAAY, BACWSA
|
13F-HR |
8/14/2017, 02:43 PM |
Q1 2017 |
42 |
$181M |
+$21.8M |
-$5.28M |
+$16.5M |
NFLX, BAC, VLRS, BACWSA, CELG
|
13F-HR |
5/15/2017, 04:49 PM |
Q4 2016 |
41 |
$159M |
+$37.1M |
-$5.89M |
+$31.2M |
NFLX, BAC, BACWSA, SAVE, AIGWS
|
13F-HR |
2/14/2017, 04:38 PM |
Q3 2016 |
41 |
$110M |
+$15.6M |
-$31.4M |
-$15.8M |
NFLX, BAC, C, RYAAY, CELG
|
13F-HR |
11/15/2016, 01:45 PM |
Q2 2016 |
55 |
$119M |
+$20.1M |
-$4.42M |
+$15.7M |
NFLX, VLRS, C, SAVE, GOOGL
|
13F-HR |
8/15/2016, 02:40 PM |
Q1 2016 |
54 |
$116M |
+$15.6M |
-$13.7M |
+$1.89M |
NFLX, VLRS, SAVE, BACWSA, C
|
13F-HR |
5/16/2016, 02:29 PM |
Q4 2015 |
44 |
$137M |
+$31.1M |
-$19.9M |
+$11.1M |
NFLX, VLRS, GMCR, GOOGL, BACWSA
|
13F-HR |
2/16/2016, 02:50 PM |
Q3 2015 |
66 |
$129M |
+$24.4M |
-$14.2M |
+$10.2M |
NFLX, VLRS, AAL, AIGWS, C
|
13F-HR |
11/16/2015, 02:50 PM |
Q2 2015 |
72 |
$185M |
+$13.9M |
-$4.82M |
+$9.09M |
NFLX, VLRS, BACWSA, AIGWS, RDN
|
13F-HR |
8/14/2015, 03:42 PM |
Q1 2015 |
65 |
$164M |
+$13.3M |
-$10.5M |
+$2.74M |
NFLX, GMCR, AAL, VLRS, BACWSA
|
13F-HR |
5/15/2015, 04:51 PM |
Q4 2014 |
76 |
$187M |
+$28M |
-$8.67M |
+$19.3M |
NFLX, GMCR, BACWSA, C, AIGWS
|
13F-HR |
2/17/2015, 12:52 PM |
Q3 2014 |
73 |
$173M |
+$23.9M |
-$18.7M |
+$5.19M |
NFLX, GMCR, BACWSA, SPY, AIGWS
|
13F-HR |
11/14/2014, 11:41 AM |
Q2 2014 |
67 |
$178M |
+$45.3M |
-$9.3M |
+$36M |
NFLX, GMCR, AAL, BACWSA, AIGWS
|
13F-HR |
8/14/2014, 03:02 PM |
Q1 2014 |
45 |
$156M |
+$39.2M |
-$2.91M |
+$36.3M |
BACWSA, GMCR, NFLX, AAL, C
|
13F-HR |
5/15/2014, 02:22 PM |
Q4 2013 |
44 |
$131M |
|
|
|
NFLX, C, BACWSA, OCN, GOOGLXXXX
|
13F-HR |
2/14/2014, 12:20 PM |