Q4 2024 |
25 |
$91.8M |
+$31.7M |
-$18.4M |
+$13.3M |
RH, ESTA, HGV, RMBL, FND
|
13F-HR |
2/14/2025, 11:27 AM |
Q3 2024 |
24 |
$74.1M |
+$15.1M |
-$13.7M |
+$1.42M |
RH, CZR, PTON, HGV, RMBL
|
13F-HR |
11/14/2024, 10:21 AM |
Q2 2024 |
22 |
$65.1M |
+$21.1M |
-$2.09M |
+$19M |
CZR, RH, PTON, HGV, EXPE
|
13F-HR |
8/14/2024, 08:18 AM |
Q1 2024 |
21 |
$53M |
+$18M |
-$17.2M |
+$884K |
HGV, GDEN, CZR, RH, EXPE
|
Restatement |
5/15/2024, 01:56 PM |
Q4 2023 |
42 |
$135M |
+$11.2M |
-$14.7M |
-$3.49M |
SPB, GDEN, HGV, RMNI, EXPE
|
13F-HR |
2/13/2024, 02:01 PM |
Q3 2023 |
41 |
$86.8M |
+$21.2M |
-$50M |
-$28.8M |
SPY, RH, SPB, IWM, EXPE
|
13F-HR |
11/14/2023, 11:45 AM |
Q2 2023 |
38 |
$126M |
+$67.7M |
-$10.9M |
+$56.8M |
SPY, IWM, SPY, CZR, SPB
|
13F-HR |
8/14/2023, 10:10 AM |
Q1 2023 |
26 |
$65.4M |
+$36.9M |
-$1.15M |
+$35.8M |
CZR, HGV, EXPE, RH, PYPL
|
13F-HR |
5/15/2023, 10:25 AM |
Q4 2022 |
24 |
$37.8M |
+$13.8M |
-$12M |
+$1.87M |
CZR, GTXAP, RH, PSNY, SPB
|
13F-HR |
2/14/2023, 12:34 PM |
Q3 2022 |
73 |
$103M |
+$43.3M |
-$6.28M |
+$37M |
IWM, IWM, CZR, RH, PFSW
|
13F-HR |
11/14/2022, 12:53 PM |
Q2 2022 |
96 |
$97.3M |
+$16.9M |
-$47.1M |
-$30.1M |
IWM, RMNI, PFSW, HGV, RH
|
13F-HR |
8/15/2022, 12:19 PM |
Q1 2022 |
115 |
$278M |
+$96.3M |
-$41.6M |
+$54.7M |
SPY, IWM, RH, RMNI, HGV
|
Restatement |
8/12/2022, 10:32 AM |
Q4 2021 |
126 |
$316M |
+$124M |
-$13.8M |
+$111M |
IWM, SPY, HGV, CPRI, VSCO
|
13F-HR |
2/14/2022, 03:56 PM |
Q3 2021 |
74 |
$157M |
+$55.7M |
-$50.5M |
+$5.24M |
BNED, TWTR, RMNI, HGV, VSCO
|
13F-HR |
11/12/2021, 04:11 PM |
Q2 2021 |
58 |
$153M |
+$33.4M |
-$59.7M |
-$26.3M |
TWTR, BNED, LB, CPRI, RMNI
|
13F-HR |
8/13/2021, 03:17 PM |
Q1 2021 |
80 |
$177M |
+$87.6M |
-$70.7M |
+$16.9M |
TWTR, BNED, EXPE, RMNI, REED
|
13F-HR |
5/17/2021, 03:32 PM |
Q4 2020 |
2 |
$85.2K |
|
|
|
SPY, IWM
|
New Holdings |
5/12/2021, 05:18 PM |
Q4 2020 |
77 |
$166M |
|
|
|
TWTR, ROKU, RH, ROKU, TWTR
|
13F-HR |
2/12/2021, 03:10 PM |