Q4 2024 |
5 |
$74.3M |
+$43.3M |
-$45.5M |
-$2.17M |
PANW, UBER, SPY, QQQ, TLT
|
13F-HR |
2/3/2025, 02:02 PM |
Q3 2024 |
12 |
$90.1M |
+$28.4M |
-$76.6M |
-$48.2M |
UBER, LBRDK, PANW, GOOGL, RDFN
|
13F-HR |
11/13/2024, 10:53 AM |
Q2 2024 |
16 |
$132M |
+$23.5M |
-$29.8M |
-$6.31M |
UBER, LW, PANW, CRWD, DG
|
13F-HR |
8/13/2024, 05:53 PM |
Q1 2024 |
8 |
$144M |
+$22.3M |
-$62.4M |
-$40.2M |
UBER, LW, PANW, CRWD, DG
|
13F-HR |
5/14/2024, 05:35 PM |
Q4 2023 |
11 |
$167M |
+$46M |
-$46.3M |
-$278K |
UBER, LW, CRWD, PANW, TLT
|
13F-HR |
2/13/2024, 06:30 PM |
Q3 2023 |
17 |
$171M |
+$30M |
-$50.7M |
-$20.7M |
UBER, LW, TAP, PANW, DIS
|
13F-HR |
11/13/2023, 05:59 PM |
Q2 2023 |
18 |
$199M |
+$57.9M |
-$67M |
-$9.03M |
UBER, LW, PANW, TAP, CLBT
|
13F-HR |
8/11/2023, 07:31 PM |
Q1 2023 |
14 |
$193M |
+$46.1M |
-$7.23M |
+$38.8M |
LW, UBER, PANW, CRWD, CLBT
|
13F-HR |
5/12/2023, 06:03 PM |
Q4 2022 |
14 |
$147M |
+$41.1M |
-$26M |
+$15.1M |
LW, UBER, PANW, JD, CRWD
|
13F-HR |
2/13/2023, 05:12 PM |
Q3 2022 |
12 |
$157M |
+$34.9M |
-$14.2M |
+$20.7M |
LW, PANW, PENN, CRWD, JD
|
13F-HR |
11/10/2022, 04:55 PM |
Q2 2022 |
12 |
$178M |
+$9.25M |
-$13.6M |
-$4.39M |
LW, PENN, UBER, PANW, CRWD
|
13F-HR |
8/12/2022, 05:54 PM |
Q1 2022 |
11 |
$221M |
+$57.3M |
-$4.99M |
+$52.3M |
LW, UBER, PANW, PENN, CRWD
|
13F-HR |
5/13/2022, 07:32 PM |
Q4 2021 |
14 |
$214M |
+$54.7M |
-$20.8M |
+$34M |
PENN, LW, CLBT, PANW, PAR
|
13F-HR |
2/11/2022, 06:29 PM |
Q3 2021 |
20 |
$291M |
+$83.5M |
-$92.1M |
-$8.63M |
PENN, CLBT, ROVR, PAR, PANW
|
13F-HR |
11/12/2021, 06:28 PM |
Q2 2021 |
17 |
$313M |
+$27.6M |
-$121M |
-$93.1M |
CRWD, PENN, PANW, LPRO, PAR
|
13F-HR |
8/13/2021, 08:13 PM |
Q1 2021 |
16 |
$379M |
+$79.6M |
-$224M |
-$144M |
PENN, PANW, CRWD, NTNX, PAR
|
13F-HR |
5/14/2021, 07:23 PM |
Q4 2020 |
19 |
$611M |
+$150M |
-$39.7M |
+$110M |
CRNC, PANW, CRWD, PENN, NTNX
|
13F-HR |
2/12/2021, 08:40 AM |
Q3 2020 |
19 |
$415M |
+$128M |
-$182M |
-$53.8M |
CRNC, PANW, PENN, NTNX, CRWD
|
13F-HR |
11/13/2020, 05:20 PM |
Q2 2020 |
18 |
$374M |
+$79.1M |
-$130M |
-$50.6M |
WIX, CRNC, NTNX, V, NXST
|
13F-HR |
8/13/2020, 06:55 PM |
Q1 2020 |
15 |
$280M |
+$91.6M |
-$16.4M |
+$75.2M |
WIX, NXST, LBRDK, NTNX, V
|
13F-HR |
5/14/2020, 06:13 PM |
Q4 2019 |
16 |
$363M |
+$81.3M |
-$38.7M |
+$42.6M |
NXST, WIX, LBRDK, NTNX, SNAP
|
13F-HR |
2/13/2020, 05:47 PM |
Q3 2019 |
12 |
$310M |
+$51.3M |
-$9.79M |
+$41.5M |
NXST, WIX, LBRDK, SNAP, AVGO
|
13F-HR |
11/14/2019, 09:07 AM |
Q2 2019 |
13 |
$326M |
+$60M |
-$7.86M |
+$52.1M |
WIX, NXST, LBRDK, AVGO, SNAP
|
13F-HR |
8/13/2019, 07:52 PM |
Q1 2019 |
15 |
$328M |
+$159M |
|
+$159M |
WIX, HOME, NXST, AVGO, LBRDK
|
13F-HR |
5/15/2019, 11:05 AM |
Q4 2018 |
15 |
$165M |
|
|
|
WIX, HOME, NXST, LBRDK, AVGO
|
13F-HR |
2/14/2019, 09:05 AM |