Q4 2024 |
35 |
$77.5M |
+$19.8M |
-$31.5M |
-$11.7M |
GOOGL, ABNB, NVO, DE, EFX
|
13F-HR |
2/11/2025, 01:30 PM |
Q3 2024 |
35 |
$84.3M |
+$9.87M |
-$26.9M |
-$17M |
GOOGL, V, ABNB, BKNG, DE
|
13F-HR |
11/13/2024, 12:53 PM |
Q2 2024 |
37 |
$100M |
+$23.7M |
-$10.5M |
+$13.2M |
GOOGL, V, BKNG, ICE, ABNB
|
13F-HR |
8/13/2024, 08:48 AM |
Q1 2024 |
39 |
$88.6M |
+$12.8M |
-$19.1M |
-$6.26M |
GOOGL, ICE, V, DIS, DE
|
13F-HR |
5/13/2024, 09:33 AM |
Q4 2023 |
39 |
$80.4M |
+$10.1M |
-$37.8M |
-$27.7M |
GOOGL, ICE, V, DE, BRKB
|
13F-HR |
2/27/2024, 02:16 PM |
Q3 2023 |
41 |
$108M |
+$12.6M |
-$28M |
-$15.4M |
TMO, ICE, V, GOOGL, CBOE
|
13F-HR |
11/14/2023, 08:48 PM |
Q2 2023 |
40 |
$129M |
+$26.2M |
-$36M |
-$9.76M |
BRKB, GOOGL, CBOE, V, ICE
|
13F-HR |
8/11/2023, 10:26 AM |
Q1 2023 |
40 |
$135M |
+$17.1M |
-$21.8M |
-$4.78M |
GOOGL, CBOE, BRKB, V, ICE
|
13F-HR |
5/18/2023, 05:31 PM |
Q4 2022 |
39 |
$125M |
+$12.8M |
-$23.3M |
-$10.5M |
BRKB, CBOE, ICE, GOOGL, BKNG
|
13F-HR |
2/14/2023, 08:35 AM |
Q3 2022 |
42 |
$127M |
+$21.2M |
-$27.6M |
-$6.4M |
CBOE, BRKB, ICE, V, BKNG
|
13F-HR |
11/10/2022, 12:07 PM |
Q2 2022 |
44 |
$148M |
|
|
|
CBOE, CMCSA, V, BRKB, DIS
|
13F-HR |
8/11/2022, 01:38 PM |
Q1 2022 |
21 |
$156M |
|
|
|
BRKB, CMCSA, BKNG, STZ, ILMN
|
13F-HR |
5/12/2022, 01:58 PM |
Q4 2021 |
45 |
$210M |
+$42.7M |
-$51.3M |
-$8.58M |
BRKB, DIS, CMCSA, META, BKNG
|
13F-HR |
2/14/2022, 07:57 AM |
Q3 2021 |
48 |
$219M |
+$40.4M |
-$23.9M |
+$16.4M |
BRKB, CMCSA, BKNG, CBOE, DIS
|
13F-HR |
11/12/2021, 01:48 PM |
Q2 2021 |
49 |
$211M |
+$39.7M |
-$26M |
+$13.6M |
BRKB, CMCSA, CBOE, DIS, BKNG
|
13F-HR |
8/11/2021, 10:49 AM |
Q1 2021 |
41 |
$180M |
+$35M |
-$24.9M |
+$10M |
BRKB, CMCSA, CBOE, CERN, EFX
|
13F-HR |
5/7/2021, 08:53 AM |
Q4 2020 |
41 |
$163M |
+$32.9M |
-$46.4M |
-$13.5M |
DIS, BRKB, CMCSA, CBOE, BUD
|
13F-HR |
2/12/2021, 05:36 PM |
Q3 2020 |
23 |
$149M |
+$20.6M |
-$27.5M |
-$6.87M |
DIS, CMCSA, BRKB, DE, STZ
|
13F-HR |
11/12/2020, 01:46 PM |
Q2 2020 |
18 |
$137M |
+$15.1M |
-$15M |
+$125K |
DIS, STZ, CMCSA, DE, BRKB
|
13F-HR |
8/10/2020, 01:44 PM |
Q1 2020 |
17 |
$127M |
+$32.7M |
-$11.5M |
+$21.2M |
DIS, CMCSA, STZ, BRKB, DE
|
13F-HR |
5/13/2020, 03:42 PM |
Q4 2019 |
13 |
$160M |
+$39.5M |
-$4.89M |
+$34.6M |
DIS, BUD, DE, CMCSA, STZ
|
13F-HR |
2/12/2020, 11:49 AM |
Q3 2019 |
16 |
$148M |
+$44.7M |
-$17M |
+$27.7M |
BUD, DIS, DE, TIF, BRKB
|
13F-HR |
11/12/2019, 01:23 PM |
Q2 2019 |
14 |
$118M |
|
|
|
MCO, BUD, DE, CMCSA, EFX
|
13F-HR |
8/12/2019, 02:33 PM |
Q1 2019 |
16 |
$137M |
+$19.3M |
-$18.2M |
+$1.17M |
MCO, DIS, BUD, DE, CMCSA
|
13F-HR |
5/15/2019, 10:21 AM |
Q4 2018 |
15 |
$127M |
|
|
|
DIS, DE, MCO, BUD, KHC
|
13F-HR |
2/6/2019, 12:43 PM |