Q4 2024 |
48 |
$131M |
+$36.6M |
-$35M |
+$1.62M |
RH, CZR, GOOGL, GOGO, LINE
|
13F-HR |
2/12/2025, 11:58 AM |
Q3 2024 |
46 |
$137M |
+$10.5M |
-$35.4M |
-$24.9M |
CZR, UBER, RH, GOOGL, GOGO
|
13F-HR |
11/8/2024, 05:17 PM |
Q2 2024 |
51 |
$157M |
+$13.9M |
-$7.09M |
+$6.76M |
CZR, UBER, GOOGL, RH, GOGO
|
13F-HR |
8/12/2024, 04:21 PM |
Q1 2024 |
50 |
$159M |
+$12.9M |
-$4.9M |
+$8M |
CZR, RH, UBER, GOOGL, GOGO
|
13F-HR |
5/10/2024, 01:47 PM |
Q4 2023 |
41 |
$48.5M |
$0 |
$0 |
|
RH, RTX, COP, FSLR, SHEL
|
New Holdings |
3/14/2024, 04:29 PM |
Q4 2023 |
41 |
$48.5M |
+$12.8M |
-$13.8M |
-$958K |
RH, RTX, COP, FSLR, SHEL
|
13F-HR |
2/6/2024, 06:04 PM |
Q3 2023 |
45 |
$132M |
$0 |
$0 |
|
CZR, UBER, RH, GOGO, RTX
|
New Holdings |
3/14/2024, 04:09 PM |
Q3 2023 |
45 |
$132M |
+$26.6M |
-$8.04M |
+$18.6M |
CZR, UBER, RH, GOGO, RTX
|
13F-HR |
10/31/2023, 05:34 PM |
Q2 2023 |
35 |
$124M |
+$24M |
-$16.9M |
+$7.06M |
CZR, UBER, RH, GOGO, AMRN
|
13F-HR |
8/3/2023, 02:55 PM |
Q1 2023 |
33 |
$103M |
+$7.33M |
-$22.3M |
-$14.9M |
CZR, UBER, RH, AMRN, CNX
|
13F-HR |
5/9/2023, 03:48 PM |
Q4 2022 |
27 |
$104M |
+$22.9M |
-$18.9M |
+$3.99M |
CZR, UBER, GOOGL, RH, AMRN
|
13F-HR |
2/6/2023, 03:06 PM |
Q3 2022 |
29 |
$107M |
+$11.6M |
-$8.16M |
+$3.44M |
UBER, CZR, RH, FTCH, GOOGL
|
13F-HR |
10/25/2022, 08:12 PM |
Q2 2022 |
30 |
$108M |
+$2.64M |
-$22.6M |
-$19.9M |
CZR, UBER, RH, FTCH, TCS
|
13F-HR |
7/28/2022, 06:14 AM |
Q1 2022 |
37 |
$237M |
|
|
|
CZR, UBER, FTCH, RH, AMRN
|
13F-HR |
5/9/2022, 06:32 PM |
Q4 2021 |
20 |
$295M |
$0 |
$0 |
|
CZR, FTCH, UBER, RH, AMRN
|
13F-HR |
2/4/2022, 12:44 PM |
Q3 2021 |
31 |
$357M |
+$45.3M |
-$21.6M |
+$23.7M |
CZR, UBER, FTCHF, AMRN, RH
|
13F-HR |
11/10/2021, 04:31 PM |
Q2 2021 |
26 |
$345M |
+$65.3M |
-$66.2M |
-$921K |
CZR, FTCHF, RH, UBER, AMRN
|
13F-HR |
8/10/2021, 05:57 PM |
Q1 2021 |
30 |
$335M |
+$43.9M |
-$38.8M |
+$5.12M |
CZR, FTCHF, RH, AMRN, BXP
|
13F-HR |
5/12/2021, 01:37 PM |
Q4 2020 |
25 |
$309M |
+$71.2M |
-$70.1M |
+$1.1M |
FTCH, CZR, RH, AMRN, BXP
|
13F-HR |
2/12/2021, 10:37 AM |
Q3 2020 |
31 |
$216M |
+$92.9M |
-$31.2M |
+$61.7M |
CZR, FTCH, RH, AL, AMRN
|
13F-HR |
11/12/2020, 02:50 PM |
Q2 2020 |
28 |
$176M |
+$32M |
-$31.2M |
+$766K |
FTCH, AL, ERI, LBRDK, BERY
|
13F-HR |
8/5/2020, 01:38 PM |
Q1 2020 |
27 |
$136M |
+$62.9M |
-$1.43M |
+$61.5M |
AL, LBRDK, FTCH, BERY, DBX
|
13F-HR |
5/7/2020, 12:19 PM |
Q4 2019 |
15 |
$141M |
+$27.9M |
-$28.7M |
-$850K |
AL, RVLV, ERI, LBRDK, DBX
|
13F-HR |
1/30/2020, 08:54 AM |
Q3 2019 |
63 |
$172M |
+$41.9M |
-$15.6M |
+$26.3M |
AL, GOOGL, LBRDK, RH, ERI
|
13F-HR |
11/12/2019, 03:17 PM |
Q2 2019 |
61 |
$178M |
+$57.9M |
-$3.28M |
+$54.6M |
AL, GOOGL, LBRDK, NFLX, CZRXXXX
|
13F-HR |
8/5/2019, 08:17 PM |
Q1 2019 |
62 |
$149M |
+$49.8M |
-$11.6M |
+$38.2M |
GOOGL, AL, LBRDK, NFLX, COT
|
13F-HR |
5/14/2019, 07:31 PM |
Q4 2018 |
27 |
$109M |
+$43.5M |
-$7.81M |
+$35.7M |
AAPL, GOOGL, RH, AL, COT
|
13F-HR |
2/13/2019, 08:47 AM |
Q3 2018 |
34 |
$123M |
+$31.4M |
-$16.7M |
+$14.7M |
GOOGL, AAPL, AMRQQ, LBRDK, NFLX
|
13F-HR |
11/13/2018, 02:41 PM |
Q2 2018 |
59 |
$188M |
+$92.8M |
-$19.6M |
+$73.2M |
GOOGL, COST, SBUX, AAPL, AL
|
13F-HR |
8/14/2018, 06:29 PM |
Q1 2018 |
48 |
$145M |
+$94.6M |
-$9.66M |
+$84.9M |
COST, SBUX, AAPL, GOOGL, AL
|
13F-HR |
5/14/2018, 07:36 PM |
Q4 2017 |
40 |
$96.6M |
|
|
|
COST, AL, NFLX, LB, CMG
|
13F-HR |
2/13/2018, 03:14 PM |