Q4 2024 |
11 |
$557M |
+$552M |
-$28.6M |
+$524M |
MSFT, AAPL, MSTR, EQC, EDR
|
13F-HR |
2/14/2025, 04:27 PM |
Q3 2024 |
10 |
$32.6M |
+$10.6M |
-$11.5M |
-$898K |
SGOV, BOXX, EDR, SIRI, HHH
|
13F-HR |
11/14/2024, 04:10 PM |
Q2 2024 |
6 |
$32.7M |
+$25.3M |
-$17.9M |
+$7.43M |
SGOV, BOXX, STHO, LSXMK, SRG
|
13F-HR |
8/14/2024, 04:15 PM |
Q1 2024 |
16 |
$29.7M |
+$6.72M |
-$25.1M |
-$18.3M |
SRG, EDR, STHO, MANU, NLOP
|
13F-HR |
5/15/2024, 04:34 PM |
Q4 2023 |
26 |
$51.5M |
|
|
|
TLT, MANU, SRG, KWEB, EDR
|
13F-HR |
2/1/2024, 01:40 PM |
Q3 2023 |
21 |
$20.3M |
|
|
|
SRG, VMW, EDR, STHO, CMI
|
13F-HR |
11/13/2023, 04:41 PM |
Q2 2023 |
19 |
$242M |
+$33M |
-$3.41M |
+$29.5M |
VMW, VMW, AVGO, STHO, AMCXXXX
|
13F-HR |
8/9/2023, 01:30 PM |
Q1 2023 |
17 |
$269M |
+$258M |
-$7.71M |
+$251M |
VMW, AMCXXXX, FRCB, VMW, AVGO
|
13F-HR |
5/3/2023, 01:38 PM |
Q4 2022 |
18 |
$64.1M |
|
|
|
GE, ACI, STAR, AMCX, VMW
|
13F-HR |
1/26/2023, 01:56 PM |
Q3 2022 |
20 |
$132M |
|
|
|
CHNG, CLM, BHVN, STAR, ADT
|
13F-HR |
11/14/2022, 03:14 PM |
Q2 2022 |
22 |
$289M |
+$197M |
-$10.4M |
+$187M |
PSTH, MMM, MMM, PSTH, MMM
|
13F-HR |
7/28/2022, 03:28 PM |
Q1 2022 |
68 |
$255M |
+$143M |
-$53.1M |
+$90.3M |
PSTH, PSTH, XLG, PSTH, BRG
|
Restatement |
5/18/2022, 04:06 PM |
Q4 2021 |
81 |
$1.07B |
+$1.02B |
-$7.83M |
+$1.01B |
TSLA, TSLA, AMZN, AMZN, TSLA
|
13F-HR |
2/14/2022, 03:16 PM |
Q3 2021 |
8 |
$146M |
+$136M |
-$26.1M |
+$110M |
MIC, PSTH, MDP, APRNXXXX, LCAPW
|
13F-HR |
11/5/2021, 02:17 PM |
Q2 2021 |
9 |
$34.3M |
+$30M |
-$49.9M |
-$19.9M |
BPY, MDP, CRF, CLM, BPR
|
13F-HR |
8/16/2021, 04:17 PM |
Q1 2021 |
13 |
$54M |
+$52.2M |
-$713M |
-$661M |
APHA, WTW, BPY, CHPTWS, OPENW
|
13F-HR |
5/17/2021, 04:13 PM |
Q4 2020 |
24 |
$1.59B |
+$1.59B |
|
+$1.59B |
DD, DD, SPY, DD, IFF
|
13F-HR |
2/16/2021, 09:24 AM |
Q3 2020 |
29 |
$166M |
+$165M |
-$3.08M |
+$162M |
QQQ, MYL, PIC, TIF, SHLL
|
13F-HR |
11/16/2020, 03:27 PM |
Q2 2020 |
21 |
$1.65B |
+$1.29B |
-$213M |
+$1.07B |
IACXXXX, IACXXXX, MTCH, IACXXXX, MTCH
|
13F-HR |
8/4/2020, 01:18 PM |
Q1 2020 |
12 |
$347M |
+$136M |
-$131M |
+$5.4M |
MTCH, IACXXXX, IACXXXX, SPY, IACXXXX
|
13F-HR |
5/14/2020, 04:22 PM |
Q4 2019 |
15 |
$2.39B |
+$2.39B |
-$24.6M |
+$2.37B |
AMZN, AMZN, IACXXXX, GOOGL, GOOGL
|
13F-HR |
1/29/2020, 01:18 PM |
Q3 2019 |
14 |
$141M |
+$20.2M |
-$347M |
-$326M |
AABA, AABA, AABA, HFRO, BABA
|
13F-HR |
11/14/2019, 03:27 PM |
Q2 2019 |
16 |
$1.64B |
+$837M |
-$300M |
+$537M |
AABA, AABA, GOOGL, GOOG, AABA
|
13F-HR |
7/30/2019, 04:41 PM |
Q1 2019 |
10 |
$1.19B |
+$313M |
-$376M |
-$63.3M |
AABA, AABA, AABA, BABA, COTY
|
13F-HR |
5/14/2019, 12:42 PM |
Q4 2018 |
24 |
$2.35B |
+$2.15B |
|
+$2.15B |
AMZN, BABA, AABA, AMZN, GOOG
|
13F-HR |
1/8/2019, 12:26 PM |
Q3 2018 |
17 |
$3.75B |
+$3.12B |
-$676M |
+$2.45B |
FTV, AABA, HFRO, AMZN, BPY
|
13F-HR |
11/13/2018, 03:06 PM |
Q2 2018 |
15 |
$1.47B |
+$913M |
-$1.87B |
-$953M |
AABA, NXPI, AMZN, GGP, HFRO
|
13F-HR |
8/14/2018, 04:44 PM |
Q1 2018 |
13 |
$2.19B |
+$1.56B |
-$209M |
+$1.35B |
AMZN, AABA, BABA, NXPI, DISCK
|
13F-HR |
5/15/2018, 04:39 PM |
Q4 2017 |
18 |
$2.64B |
+$1.52B |
-$275M |
+$1.25B |
AAPL, AABA, SPY, AMZN, META
|
13F-HR |
2/14/2018, 04:21 PM |
Q3 2017 |
22 |
$1.43B |
+$1.43B |
-$37.8M |
+$1.39B |
AAPL, AMZN, FOR, SYT, AABA
|
13F-HR |
11/14/2017, 04:02 PM |
Q2 2017 |
30 |
$136M |
+$126M |
-$27.4M |
+$98.4M |
AWHHF, AABA, CBS, WFM, KATE
|
13F-HR |
8/14/2017, 05:00 PM |
Q1 2017 |
15 |
$117M |
+$103M |
|
+$103M |
DB, SBGL, PVTB, QPAC, LSCC
|
13F-HR |
5/15/2017, 05:01 PM |
Q4 2016 |
12 |
$2.41B |
|
|
|
SPY, SPY, AAPL, AAPL, DB
|
13F-HR |
3/29/2017, 04:03 PM |