| Q4 2024 |
37 |
$225M |
+$61.1M |
-$84.5M |
-$23.4M |
GOOGL, AMZN, META, WMT, KO
|
13F-HR |
2/13/2025, 03:06 PM |
| Q3 2024 |
38 |
$234M |
+$44.4M |
-$61.5M |
-$17M |
GOOGL, META, AMZN, MCD, MA
|
13F-HR |
11/14/2024, 02:00 PM |
| Q2 2024 |
34 |
$248M |
+$63M |
-$71M |
-$8.02M |
GOOGL, AMZN, META, DG, MCD
|
13F-HR |
8/14/2024, 11:23 AM |
| Q1 2024 |
22 |
$259M |
+$56.5M |
-$38.5M |
+$18M |
DG, AMZN, EA, GOOGL, MCD
|
13F-HR |
5/15/2024, 11:24 AM |
| Q4 2023 |
18 |
$221M |
+$88.9M |
-$37.8M |
+$51M |
AMZN, NFLX, GOOGL, DG, PEP
|
13F-HR |
2/14/2024, 09:54 AM |
| Q3 2023 |
13 |
$155M |
|
|
|
AMZN, NFLX, GOOGL, STZ, MDLZ
|
13F-HR |
11/13/2023, 04:11 PM |
| Q2 2023 |
7 |
$63.9M |
|
|
|
MCD, STZ, AAPL, GOOGL, KO
|
13F-HR |
8/10/2023, 02:14 PM |
| Q1 2023 |
1 |
$8.25M |
|
|
|
KO
|
13F-HR |
5/15/2023, 10:50 AM |
| Q4 2022 |
7 |
$62.3M |
|
|
|
AMZN, NKE, GOOGL, EL, AAPL
|
13F-HR |
2/14/2023, 01:27 PM |
| Q3 2022 |
16 |
$122M |
+$47.7M |
-$36.6M |
+$11.1M |
BABA, EL, MCD, SBUX, STZ
|
13F-HR |
11/14/2022, 11:57 AM |
| Q2 2022 |
13 |
$133M |
+$22.5M |
-$36.8M |
-$14.3M |
STZ, MDLZ, KO, GOOGL, EL
|
13F-HR |
8/15/2022, 02:40 PM |
| Q1 2022 |
38 |
$210M |
+$127M |
-$84.4M |
+$42.5M |
GOOGL, KO, AMZN, AAPL, STZ
|
13F-HR |
5/16/2022, 05:28 PM |
| Q4 2021 |
44 |
$253M |
+$41.7M |
-$211M |
-$169M |
EL, DIS, GM, SBUX, STZ
|
13F-HR |
2/14/2022, 09:42 AM |
| Q3 2021 |
46 |
$469M |
+$166M |
-$130M |
+$36.1M |
META, NKE, AMZN, SE, V
|
13F-HR |
11/12/2021, 09:46 AM |
| Q2 2021 |
54 |
$503M |
+$103M |
-$52.7M |
+$50.1M |
BABA, META, V, AMZN, PYPL
|
13F-HR |
8/16/2021, 10:01 AM |
| Q1 2021 |
75 |
$427M |
+$130M |
-$1K |
+$130M |
BABA, META, AAPL, AMZN, PYPL
|
13F-HR |
5/17/2021, 03:22 PM |
| Q4 2020 |
68 |
$302M |
|
|
|
BABA, AAPL, META, PYPL, V
|
13F-HR |
2/16/2021, 03:06 PM |