Q2 2025 |
10 |
$1.4B |
+$190M |
-$104M |
+$86.6M |
NFLX, META, AMZN, SPOT, MA
|
13F-HR |
8/14/2025, 03:35 PM |
Q1 2025 |
9 |
$1.07B |
+$96M |
-$186M |
-$90.1M |
META, AMZN, NFLX, MA, SPOT
|
13F-HR |
5/15/2025, 05:12 PM |
Q4 2024 |
11 |
$1.18B |
+$204M |
-$2.66M |
+$202M |
AMZN, META, NFLX, MA, NVDA
|
13F-HR |
2/14/2025, 03:15 PM |
Q3 2024 |
7 |
$892M |
+$29.9M |
-$494M |
-$464M |
META, AMZN, NFLX, MA, LLY
|
13F-HR |
11/14/2024, 02:32 PM |
Q2 2024 |
13 |
$1.31B |
+$237M |
-$229M |
+$8.01M |
META, NVDA, AMZN, LLY, MA
|
13F-HR |
8/14/2024, 04:15 PM |
Q1 2024 |
18 |
$1.39B |
+$201M |
-$145M |
+$56.1M |
META, AMZN, NVDA, MA, NFLX
|
13F-HR |
5/15/2024, 02:40 PM |
Q4 2023 |
15 |
$1.09B |
+$100M |
-$2M |
+$98.1M |
META, AMZN, MA, NVDA, AMD
|
13F-HR |
2/14/2024, 02:43 PM |
Q3 2023 |
19 |
$836M |
+$156M |
-$175M |
-$19.1M |
META, AMZN, MA, NVDA, LLY
|
13F-HR |
11/14/2023, 03:02 PM |
Q2 2023 |
19 |
$855M |
+$237M |
-$118M |
+$119M |
META, AMZN, MA, NFLX, NVDA
|
13F-HR |
8/14/2023, 03:26 PM |
Q1 2023 |
15 |
$639M |
+$247M |
-$33.2M |
+$214M |
META, AMZN, MA, INTU, MELI
|
13F-HR |
5/15/2023, 04:06 PM |
Q4 2022 |
13 |
$439M |
+$128M |
|
+$128M |
MA, AMZN, NKE, NFLX, GOOGL
|
13F-HR |
2/14/2023, 02:59 PM |
Q3 2022 |
13 |
$402M |
+$152M |
|
+$152M |
AMZN, MA, NKE, UBER, OUT
|
13F-HR |
11/14/2022, 03:44 PM |
Q2 2022 |
8 |
$351M |
+$90.5M |
-$33.5M |
+$57M |
AMZN, MA, PANW, NKE, OUT
|
13F-HR |
8/15/2022, 04:20 PM |
Q1 2022 |
11 |
$577M |
|
|
|
AMZN, MA, PANW, CRM, EXPE
|
13F-HR |
5/16/2022, 04:28 PM |