Q4 2024 |
11 |
$755M |
+$143M |
-$212M |
-$69.1M |
FOUR, PCOR, MNDY, NCNO, HLT
|
13F-HR |
2/13/2025, 04:55 PM |
Q3 2024 |
10 |
$792M |
+$128M |
-$123M |
+$4.72M |
FOUR, MNDY, SE, PCOR, IAC
|
13F-HR |
11/13/2024, 04:24 PM |
Q2 2024 |
10 |
$693M |
+$60.6M |
-$193M |
-$132M |
IAC, FOUR, HLT, MNDY, INTU
|
13F-HR |
8/13/2024, 06:08 PM |
Q1 2024 |
8 |
$779M |
+$205M |
-$109M |
+$95.4M |
IAC, HLT, FOUR, SE, MNDY
|
13F-HR |
5/14/2024, 03:40 PM |
Q4 2023 |
6 |
$609M |
+$5.05M |
-$28M |
-$22.9M |
IAC, SE, HLT, CPNG, INTU
|
13F-HR |
2/13/2024, 04:40 PM |
Q3 2023 |
6 |
$597M |
+$32.6M |
-$106M |
-$72.9M |
IAC, CPNG, SE, HLT, INTU
|
13F-HR |
11/13/2023, 12:07 PM |
Q2 2023 |
7 |
$734M |
+$17.2M |
-$55.2M |
-$38M |
IAC, CPNG, SE, HLT, INTU
|
13F-HR |
8/14/2023, 12:01 PM |
Q1 2023 |
7 |
$759M |
+$66.9M |
-$88.2M |
-$21.3M |
IAC, SE, CPNG, HLT, INTU
|
13F-HR |
5/12/2023, 02:00 PM |
Q4 2022 |
7 |
$630M |
+$50M |
-$73.3M |
-$23.3M |
IAC, SE, CPNG, HLT, INTU
|
13F-HR |
2/13/2023, 03:15 PM |
Q3 2022 |
7 |
$720M |
+$211M |
-$9.26M |
+$202M |
IAC, HLT, SE, CPNG, INTU
|
13F-HR |
11/10/2022, 11:03 AM |
Q2 2022 |
6 |
$565M |
+$101M |
-$22.6M |
+$78.7M |
IAC, SE, CPNG, HLT, SNOW
|
13F-HR |
8/12/2022, 12:04 PM |
Q1 2022 |
4 |
$727M |
+$283M |
-$43.3M |
+$240M |
IAC, SE, CPNG, BLND
|
13F-HR |
5/16/2022, 08:43 AM |
Q4 2021 |
4 |
$811M |
+$114M |
-$27M |
+$87.2M |
IAC, SE, SQ, ANGI
|
13F-HR |
1/31/2022, 12:29 PM |
Q3 2021 |
5 |
$959M |
+$140M |
-$185M |
-$44.8M |
IAC, SE, SQ, VMEO, ANGI
|
13F-HR |
11/12/2021, 04:11 PM |
Q2 2021 |
6 |
$1.05B |
+$505M |
-$337M |
+$167M |
SE, IAC, SQ, VMEO, MTCH
|
13F-HR |
8/13/2021, 03:55 PM |
Q1 2021 |
5 |
$802M |
+$95.6M |
-$53.4M |
+$42.2M |
IACXXXX, SE, SQ, MTCH, ANGI
|
13F-HR |
5/14/2021, 10:45 AM |
Q4 2020 |
5 |
$708M |
+$51.3M |
-$14.9M |
+$36.4M |
SE, IACXXXX, MTCH, SQ, ANGI
|
13F-HR |
2/12/2021, 06:32 AM |
Q3 2020 |
5 |
$492M |
+$209M |
-$44.8M |
+$164M |
SE, IACXXXX, SQ, MTCH, ANGI
|
13F-HR |
11/13/2020, 10:43 AM |
Q2 2020 |
6 |
$446M |
+$97M |
-$251M |
-$154M |
IACXXXX, SE, SQ, JD, ANGI
|
13F-HR |
8/13/2020, 09:32 AM |
Q1 2020 |
5 |
$283M |
+$81.9M |
-$15.8M |
+$66.1M |
SE, IACXXXX, JD, ANGI, CVNA
|
13F-HR |
5/14/2020, 10:18 AM |
Q4 2019 |
5 |
$250M |
+$54.2M |
|
+$54.2M |
SE, CVNA, ANGI, IACXXXX, JD
|
13F-HR |
2/13/2020, 12:19 PM |
Q3 2019 |
5 |
$153M |
+$25.1M |
-$33.7M |
-$8.62M |
SE, CVNA, ANGI, IACXXXX, JD
|
13F-HR |
11/13/2019, 08:38 AM |
Q2 2019 |
5 |
$171M |
+$19.1M |
-$25.4M |
-$6.23M |
CVNA, IACXXXX, SE, JD, ANGI
|
13F-HR |
8/13/2019, 09:43 AM |
Q1 2019 |
4 |
$159M |
+$39.5M |
-$13.8M |
+$25.7M |
IACXXXX, CVNA, SE, JD
|
13F-HR |
5/14/2019, 07:08 AM |
Q4 2018 |
3 |
$96.6M |
|
|
|
IACXXXX, JD, CVNA
|
13F-HR |
2/12/2019, 08:40 AM |