Q4 2024 |
17 |
$1.81B |
+$61.3M |
-$159M |
-$97.4M |
WIX, RBLX, TTWO, AMZN, RIVN
|
13F-HR |
2/14/2025, 08:54 AM |
Q3 2024 |
18 |
$1.71B |
+$184M |
-$305M |
-$122M |
UBER, WIX, RBLX, VRNS, TTWO
|
13F-HR |
11/14/2024, 01:14 PM |
Q2 2024 |
16 |
$1.74B |
+$183M |
-$164M |
+$18.5M |
UBER, WIX, TTWO, META, AMZN
|
13F-HR |
8/14/2024, 11:16 AM |
Q1 2024 |
17 |
$1.71B |
+$328M |
-$399M |
-$71.4M |
UBER, META, WIX, TTWO, CRM
|
13F-HR |
5/14/2024, 03:49 PM |
Q4 2023 |
18 |
$1.71B |
+$146M |
-$581M |
-$435M |
UBER, WIX, TTWO, ILMN, META
|
13F-HR |
2/14/2024, 11:14 AM |
Q3 2023 |
23 |
$1.72B |
+$175M |
-$308M |
-$133M |
UBER, TTWO, WIX, META, AMZN
|
13F-HR |
11/14/2023, 10:47 AM |
Q2 2023 |
22 |
$1.84B |
+$201M |
-$566M |
-$365M |
UBER, TTWO, META, WIX, AMZN
|
13F-HR |
8/14/2023, 09:46 AM |
Q1 2023 |
20 |
$1.99B |
+$231M |
-$303M |
-$72.4M |
META, UBER, NFLX, WIX, OKTA
|
13F-HR |
5/15/2023, 10:12 AM |
Q4 2022 |
21 |
$1.81B |
+$366M |
-$169M |
+$197M |
NFLX, UBER, WIX, OKTA, AMZN
|
13F-HR |
2/13/2023, 03:54 PM |
Q3 2022 |
21 |
$1.94B |
+$466M |
-$110M |
+$355M |
UBER, NFLX, AMZN, WIX, TTWO
|
13F-HR |
11/14/2022, 10:56 AM |
Q2 2022 |
23 |
$1.89B |
+$760M |
-$245M |
+$515M |
UBER, MTCH, DLB, FIVN, BKNG
|
13F-HR |
8/12/2022, 10:06 AM |
Q1 2022 |
18 |
$3.02B |
+$678M |
-$58.7M |
+$620M |
UBER, BKNG, SAIL, ZEN, MTCH
|
13F-HR |
5/13/2022, 10:26 AM |
Q4 2021 |
19 |
$3.3B |
+$726M |
-$310M |
+$416M |
BKNG, UBER, NFLX, SAIL, ATVI
|
13F-HR |
2/11/2022, 11:03 AM |
Q3 2021 |
16 |
$3.39B |
+$432M |
-$838M |
-$406M |
BKNG, UBER, NFLX, Z, ATVI
|
13F-HR |
11/15/2021, 09:07 AM |
Q2 2021 |
18 |
$4.16B |
+$299M |
-$264M |
+$34.6M |
UBER, BKNG, NFLX, BABA, ZM
|
13F-HR |
8/13/2021, 12:57 PM |
Q1 2021 |
19 |
$4.15B |
+$895M |
-$485M |
+$410M |
UBER, BKNG, NFLX, SAIL, AMZN
|
13F-HR |
5/14/2021, 11:18 AM |
Q4 2020 |
22 |
$4.12B |
+$551M |
-$262M |
+$290M |
BKNG, UBER, NFLX, SAIL, COUP
|
13F-HR |
2/12/2021, 03:07 PM |
Q3 2020 |
19 |
$3.12B |
+$585M |
-$170M |
+$416M |
NFLX, BKNG, UBER, SAIL, XLNX
|
13F-HR |
11/13/2020, 02:11 PM |
Q2 2020 |
17 |
$2.56B |
+$537M |
-$87M |
+$450M |
NFLX, XLNX, AMZN, NYT, EA
|
13F-HR |
8/13/2020, 11:05 AM |
Q1 2020 |
16 |
$1.78B |
+$444M |
-$36M |
+$408M |
NFLX, ATVI, EA, NYT, XLNX
|
13F-HR |
5/13/2020, 10:32 AM |
Q4 2019 |
16 |
$1.62B |
+$205M |
-$159M |
+$46.2M |
NFLX, ATVI, NYT, EA, BABA
|
13F-HR |
2/13/2020, 01:19 PM |
Q3 2019 |
17 |
$1.41B |
+$292M |
-$78.8M |
+$213M |
NFLX, ATVI, EA, NYT, BABA
|
13F-HR |
11/12/2019, 05:43 PM |
Q2 2019 |
17 |
$1.33B |
+$339M |
-$62.1M |
+$277M |
ATVI, NFLX, NYT, EA, BABA
|
13F-HR |
8/13/2019, 06:23 PM |
Q1 2019 |
17 |
$1.15B |
+$231M |
-$81.3M |
+$150M |
NFLX, NYT, ATVI, PYPL, ADSK
|
13F-HR |
5/13/2019, 05:15 PM |
Q4 2018 |
15 |
$821M |
+$278M |
-$11.1M |
+$267M |
NFLX, NYT, YELP, PYPL, ATVI
|
13F-HR |
2/12/2019, 09:47 AM |
Q3 2018 |
13 |
$778M |
+$96.6M |
-$79.1M |
+$17.5M |
NFLX, YELP, NYT, PYPL, ADSK
|
13F-HR |
11/13/2018, 06:36 PM |
Q2 2018 |
15 |
$791M |
+$155M |
-$111M |
+$44.1M |
NYT, YELP, NFLX, PYPL, ADSK
|
13F-HR |
8/13/2018, 03:41 PM |
Q1 2018 |
15 |
$731M |
+$215M |
-$36.3M |
+$179M |
YELP, NFLX, NYT, PYPL, ADSK
|
13F-HR |
5/11/2018, 06:39 PM |
Q4 2017 |
13 |
$570M |
+$184M |
-$11.5M |
+$172M |
YELP, NFLX, COUP, ADSK, NYT
|
13F-HR |
2/12/2018, 06:05 PM |
Q3 2017 |
14 |
$474M |
+$143M |
-$32.9M |
+$110M |
YELP, NFLX, PANW, ADSK, PYPL
|
13F-HR |
11/8/2017, 06:16 PM |
Q2 2017 |
15 |
$349M |
+$69.8M |
-$30.3M |
+$39.4M |
YELP, PANW, NFLX, BIDU, ADSK
|
13F-HR |
8/10/2017, 10:58 AM |
Q1 2017 |
14 |
$286M |
+$136M |
-$7.78M |
+$128M |
YELP, NFLX, PYPL, ADSK, PANW
|
13F-HR |
5/12/2017, 12:27 PM |
Q4 2016 |
13 |
$190M |
|
|
|
NFLX, YELP, ADSK, SBACXXXX, PYPL
|
13F-HR |
2/10/2017, 01:11 PM |