Q4 2024 |
12 |
$133M |
+$884K |
-$32M |
-$31.1M |
AMZN, PLTR, ROKU, WMT, TJX
|
13F-HR |
2/21/2025, 05:04 PM |
Q3 2024 |
19 |
$143M |
+$33.6M |
-$36.8M |
-$3.19M |
ROKU, AMZN, PLTR, WMT, TJX
|
13F-HR |
11/14/2024, 06:50 PM |
Q2 2024 |
16 |
$140M |
+$23.3M |
-$13M |
+$10.3M |
AMZN, GOOG, COST, PINS, WMT
|
13F-HR |
8/15/2024, 11:43 AM |
Q1 2024 |
17 |
$123M |
+$25.8M |
-$11.5M |
+$14.3M |
AMZN, COST, WMT, ROKU, TJX
|
13F-HR |
5/15/2024, 08:06 PM |
Q4 2023 |
14 |
$109M |
$0 |
$0 |
|
ROKU, COST, PINS, META, WMT
|
13F-HR |
2/14/2024, 04:55 PM |
Q3 2022 |
24 |
$97.4M |
+$17.7M |
-$8.62M |
+$9.07M |
WMT, COST, MRTN, ROKU, JBHT
|
13F-HR |
11/14/2022, 07:04 PM |
Q2 2022 |
26 |
$102M |
+$31.4M |
-$10.3M |
+$21.2M |
WMT, MRTN, JBHT, COST, TWTR
|
13F-HR |
8/15/2022, 09:48 PM |
Q1 2022 |
23 |
$106M |
+$18.3M |
-$2.21M |
+$16.1M |
WMT, JWN, MRTN, TAP, FDX
|
13F-HR |
5/16/2022, 08:59 PM |
Q4 2021 |
20 |
$101M |
+$23.9M |
-$1.53M |
+$22.4M |
WMT, JWN, MRTN, TAP, PINS
|
13F-HR |
2/15/2022, 08:42 PM |
Q3 2021 |
21 |
$95.2M |
+$13.1M |
-$47.6M |
-$34.5M |
WMT, JWN, MRTN, TAP, PINS
|
13F-HR |
11/15/2021, 05:31 PM |
Q2 2021 |
24 |
$151M |
+$20.1M |
-$12.6M |
+$7.53M |
PINS, AMZN, WMT, JWN, ROKU
|
13F-HR |
8/17/2021, 09:21 PM |
Q1 2021 |
23 |
$142M |
+$29.9M |
-$17.1M |
+$12.8M |
PINS, TRIP, WMT, AMZN, JWN
|
Restatement |
5/18/2021, 09:19 PM |
Q4 2020 |
21 |
$120M |
+$26.1M |
-$37.7M |
-$11.5M |
PINS, WMT, AMZN, JWN, MRTN
|
13F-HR |
2/16/2021, 04:08 PM |
Q3 2020 |
18 |
$103M |
+$22.1M |
-$5.53M |
+$16.6M |
PINS, AMZN, ROKU, MRTN, WMT
|
13F-HR |
11/16/2020, 08:00 PM |
Q2 2020 |
16 |
$69.5M |
+$16.7M |
-$7.22M |
+$9.46M |
AMZN, MRTN, PINS, ROKU, WEN
|
13F-HR |
8/14/2020, 05:28 PM |
Q1 2020 |
23 |
$62.1M |
+$16.2M |
-$7.99M |
+$8.22M |
MRTN, PINS, TWTR, ROKU, AMZN
|
13F-HR |
5/15/2020, 07:37 PM |
Q4 2019 |
17 |
$84.1M |
+$11.3M |
-$4.08M |
+$7.25M |
DIS, MRTN, MODG, ROKU, CHUY
|
13F-HR |
2/18/2020, 06:16 AM |
Q3 2019 |
18 |
$73.4M |
|
|
|
MRTN, MODG, DIS, CHUY, ECL
|
13F-HR |
11/14/2019, 07:18 PM |
Q1 2019 |
13 |
$49.3M |
|
|
|
MRTN, CHUY, MODG, JBHT, ECL
|
13F-HR |
5/14/2019, 01:17 PM |
Q4 2018 |
18 |
$73.6M |
|
|
|
TWTR, MRTN, ROKU, MODG, JBHT
|
13F-HR |
1/29/2019, 05:06 PM |
Q3 2018 |
14 |
$74.5M |
|
|
|
MRTN, DPLO, MODG, CHUY, JBHT
|
13F-HR |
11/14/2018, 11:51 AM |
Q2 2018 |
15 |
$97.1M |
|
|
|
TWTR, MRTN, DPLO, CHUY, JBHT
|
13F-HR |
8/14/2018, 10:29 AM |
Q4 2015 |
29 |
$91.2M |
|
|
|
LDRH, FREDQ, RENT, MRTN, TWTR
|
13F-HR |
2/12/2016, 12:07 PM |
Q3 2015 |
29 |
$95.5M |
+$22.3M |
-$7.21M |
+$15.1M |
LDRH, RENT, FREDQ, TWTR, MRTN
|
Restatement |
11/10/2015, 12:41 PM |
Q2 2015 |
29 |
$109M |
+$11.1M |
-$3.2M |
+$7.9M |
LDRH, FREDQ, RENT, MRTN, WEN
|
13F-HR |
7/31/2015, 04:08 PM |
Q1 2015 |
32 |
$107M |
+$15.1M |
-$1.59M |
+$13.5M |
LDRH, FREDQ, RENT, MRTN, WEN
|
13F-HR |
5/14/2015, 05:11 PM |
Q4 2014 |
27 |
$101M |
|
|
|
LDRH, RENT, FREDQ, SMRTQ, MRTN
|
13F-HR |
5/27/2015, 01:57 PM |