Q4 2024 |
19 |
$81.4M |
+$9.33M |
-$45.5M |
-$36.2M |
META, TDG, V, AMZN, GOOGL
|
13F-HR |
2/12/2025, 05:43 PM |
Q3 2024 |
19 |
$111M |
+$23M |
-$30.9M |
-$7.94M |
META, TDG, V, MA, AMZN
|
13F-HR |
11/7/2024, 02:31 PM |
Q2 2024 |
18 |
$114M |
+$19M |
-$40.9M |
-$21.9M |
META, ABNB, V, GOOGL, MA
|
13F-HR |
8/13/2024, 04:22 PM |
Q1 2024 |
16 |
$135M |
+$19.5M |
-$38.9M |
-$19.4M |
ABNB, GOOGL, V, TDG, MA
|
13F-HR |
5/15/2024, 05:54 PM |
Q4 2023 |
16 |
$566M |
+$36.1M |
-$27.6M |
+$8.56M |
ABNB, BRKB, GOOGL, V, TMO
|
13F-HR |
2/12/2024, 07:25 PM |
Q3 2023 |
26 |
$314M |
+$120M |
-$41.2M |
+$79.2M |
SPY, QQQ, GOOGL, V, BRKB
|
13F-HR |
11/14/2023, 05:08 PM |
Q2 2023 |
24 |
$237M |
+$53.3M |
-$108M |
-$55M |
SPY, BRKB, QQQ, TMO, V
|
13F-HR |
8/4/2023, 04:41 PM |
Q1 2023 |
18 |
$274M |
+$93.2M |
-$95.5M |
-$2.24M |
SPY, QQQ, BRKB, GOOGL, TMO
|
13F-HR |
5/12/2023, 11:21 AM |
Q4 2022 |
22 |
$264M |
+$32.3M |
-$245M |
-$213M |
QQQ, SPY, GOOGL, XP, BRKB
|
13F-HR |
2/14/2023, 05:45 PM |
Q3 2022 |
20 |
$470M |
+$153M |
-$19.1M |
+$134M |
SPY, QQQ, BRKB, MA, MSFT
|
13F-HR |
11/10/2022, 02:17 PM |
Q2 2022 |
23 |
$395M |
+$155M |
-$118M |
+$37.6M |
SPY, QQQ, BRKB, SCHW, GOOGL
|
13F-HR |
11/10/2022, 02:16 PM |
Q1 2022 |
19 |
$528M |
+$83.9M |
-$88.1M |
-$4.19M |
SPY, QQQ, MSFT, TDG, SCHW
|
13F-HR |
11/10/2022, 02:15 PM |
Q4 2021 |
20 |
$581M |
+$57.3M |
-$194M |
-$137M |
SPY, QQQ, TDG, XP, AMZN
|
13F-HR |
11/10/2022, 12:58 PM |
Q3 2021 |
20 |
$425M |
+$89.3M |
-$61.5M |
+$27.7M |
TDG, SCHW, AMZN, META, MSFT
|
13F-HR |
11/10/2022, 01:58 PM |
Q2 2021 |
20 |
$394M |
+$120M |
-$37M |
+$82.7M |
SCHW, META, TDG, AMZN, MA
|
13F-HR |
11/10/2022, 01:58 PM |
Q1 2021 |
16 |
$282M |
+$66.5M |
-$45.6M |
+$20.8M |
SCHW, CHTR, MA, META, MELI
|
13F-HR |
11/10/2022, 01:58 PM |
Q4 2020 |
20 |
$309M |
+$65.8M |
-$9.11M |
+$56.7M |
SPY, CHTR, MELI, MA, META
|
13F-HR |
11/10/2022, 12:58 PM |
Q3 2020 |
21 |
$226M |
+$54.8M |
-$30.8M |
+$24M |
CHTR, MA, META, NFLX, GOOGL
|
13F-HR |
11/10/2022, 12:58 PM |
Q2 2020 |
21 |
$186M |
+$36.6M |
-$64.7M |
-$28.1M |
SPY, BRKB, CHTR, MA, SCHW
|
13F-HR |
11/10/2022, 12:58 PM |
Q1 2020 |
21 |
$183M |
+$48.6M |
-$51M |
-$2.35M |
SPY, CHTR, META, SCHW, BRKB
|
13F-HR |
11/10/2022, 12:58 PM |
Q4 2019 |
16 |
$238M |
+$54M |
-$5.52M |
+$48.4M |
SPY, SCHW, NFLX, META, BRKB
|
13F-HR |
11/10/2022, 12:58 PM |
Q3 2019 |
21 |
$206M |
+$87.4M |
-$63.2M |
+$24.2M |
SPY, META, BRKB, SCHW, BKNG
|
13F-HR |
11/10/2022, 12:58 PM |
Q2 2019 |
15 |
$179M |
+$25.8M |
-$31.9M |
-$6.13M |
GOOGL, SPY, BRKB, BKNG, BAC
|
13F-HR |
11/10/2022, 12:58 PM |
Q1 2019 |
16 |
$180M |
+$23.9M |
-$86.6M |
-$62.6M |
SPY, BKNG, QQQ, BRKB, GOOGL
|
13F-HR |
11/10/2022, 12:58 PM |
Q4 2018 |
16 |
$230M |
+$131M |
-$19.2M |
+$111M |
SPY, QQQ, BRKB, AAPL, META
|
13F-HR |
11/10/2022, 12:58 PM |
Q3 2018 |
14 |
$148M |
+$29.5M |
-$27.7M |
+$1.77M |
SPY, GOOGL, CHTR, META, DHR
|
13F-HR |
11/10/2022, 12:58 PM |
Q2 2018 |
13 |
$137M |
+$41.4M |
-$22.6M |
+$18.7M |
SPY, GOOGL, DHR, BUD, CHTR
|
13F-HR |
11/10/2022, 12:58 PM |
Q1 2018 |
16 |
$160M |
+$74.3M |
-$39.4M |
+$34.9M |
GOOGL, BUD, WFC, SPY, DHR
|
13F-HR |
11/10/2022, 12:58 PM |
Q4 2017 |
17 |
$157M |
|
|
|
SPY, GOOG, GLD, BUD, WFC
|
13F-HR |
11/10/2022, 12:58 PM |