Q1 2023 |
24 |
$81.7M |
+$7.7M |
-$7.78M |
-$75.4K |
FWONKXXXX, WSC, TMUS, MSFT, MA
|
13F-HR |
5/1/2023, 08:32 AM |
Q4 2022 |
27 |
$100M |
+$3.64M |
-$3.04M |
+$599K |
TMUS, WSC, TMUS, AMZN, FWONKXXXX
|
13F-HR |
2/10/2023, 07:30 AM |
Q3 2022 |
28 |
$96.2M |
+$5.09M |
-$10.3M |
-$5.25M |
TMUS, AMZN, TMUS, WSC, MSFT
|
13F-HR |
11/14/2022, 07:30 AM |
Q2 2022 |
29 |
$110M |
+$18.4M |
-$11.5M |
+$6.9M |
TMUS, AMZN, MSFT, TMUS, WSC
|
Restatement |
8/12/2022, 12:55 PM |
Q1 2022 |
36 |
$164M |
+$33.2M |
-$19.8M |
+$13.4M |
AMZN, TMUS, WSC, MSFT, GOOGL
|
Restatement |
5/13/2022, 11:24 AM |
Q4 2021 |
35 |
$188M |
+$36.3M |
-$14.5M |
+$21.8M |
AMZN, TMUS, WSC, CRM, MSFT
|
13F-HR |
2/14/2022, 11:45 AM |
Q3 2021 |
27 |
$138M |
+$29.2M |
-$43.9M |
-$14.8M |
LAD, CRM, AMZN, PYPL, FOUR
|
13F-HR |
11/12/2021, 10:12 AM |
Q2 2021 |
37 |
$161M |
+$43.8M |
-$44.5M |
-$717K |
LAD, APG, FOUR, PYPL, AMZN
|
13F-HR |
8/13/2021, 10:07 AM |
Q1 2021 |
40 |
$153M |
+$62.2M |
-$30.3M |
+$31.9M |
FOUR, LAD, APG, HWM, IACXXXX
|
13F-HR |
5/14/2021, 08:23 AM |
Q4 2020 |
31 |
$116M |
|
|
|
CHTR, FOUR, LAD, HWM, TMUS
|
13F-HR |
2/12/2021, 09:07 AM |