Q4 2024 |
25 |
$465M |
+$118M |
-$120M |
-$1.8M |
BYD, UAL, ADSK, SKX, AMZN
|
13F-HR |
2/14/2025, 04:41 PM |
Q3 2024 |
26 |
$451M |
+$131M |
-$104M |
+$27.5M |
BYD, ZETA, VRT, ASO, CPNG
|
13F-HR |
11/14/2024, 04:47 PM |
Q2 2024 |
21 |
$398M |
+$92.2M |
-$94M |
-$1.76M |
ZETA, BYD, AMZN, MODG, TSM
|
13F-HR |
8/14/2024, 05:28 PM |
Q1 2024 |
21 |
$390M |
+$89.6M |
-$52M |
+$37.6M |
BYD, ASO, AMZN, MODG, VRT
|
13F-HR |
5/15/2024, 03:46 PM |
Q4 2023 |
23 |
$303M |
+$50.5M |
-$75.4M |
-$24.9M |
ASO, AMZN, BYD, VRT, MODG
|
13F-HR |
2/14/2024, 10:55 AM |
Q3 2023 |
26 |
$278M |
+$56.1M |
-$52.2M |
+$3.9M |
VRT, BYD, AMZN, CROX, ASO
|
13F-HR |
11/14/2023, 05:00 PM |
Q2 2023 |
28 |
$282M |
+$70.6M |
-$69.7M |
+$935K |
VRT, BYD, CROX, MODG, TYL
|
13F-HR |
8/14/2023, 03:17 PM |
Q1 2023 |
24 |
$256M |
+$65.2M |
-$54.5M |
+$10.7M |
VRT, BYD, MODG, DECK, WDAY
|
13F-HR |
5/12/2023, 01:39 PM |
Q4 2022 |
16 |
$227M |
+$41.3M |
-$4.78M |
+$36.5M |
VRT, TMUS, DECK, BYD, ASO
|
13F-HR |
2/14/2023, 09:40 AM |
Q3 2022 |
19 |
$192M |
+$35.9M |
-$10.5M |
+$25.5M |
TMUS, VRT, GDDY, DECK, ASO
|
Restatement |
11/15/2022, 01:45 PM |
Q2 2022 |
20 |
$186M |
+$39M |
-$2.87M |
+$36.1M |
DXC, TMUS, VRT, MODG, GDDY
|
13F-HR |
8/12/2022, 02:18 PM |
Q1 2022 |
19 |
$195M |
+$49.3M |
-$9.12M |
+$40.1M |
DXC, VRT, TMUS, MODG, AMZN
|
13F-HR |
5/12/2022, 05:22 PM |
Q4 2021 |
17 |
$187M |
|
|
|
VRT, DXC, GDDY, MODG, ASO
|
13F-HR |
2/11/2022, 05:16 PM |