| Q3 2025 |
|
|
|
|
$0 |
|
13F-NT |
13 Nov 2025, 17:30 |
| Q2 2025 |
|
|
|
|
$0 |
|
13F-NT |
12 Aug 2025, 14:56 |
| Q1 2025 |
|
|
|
|
$0 |
|
13F-NT |
14 May 2025, 15:40 |
| Q4 2024 |
|
|
|
|
$0 |
|
13F-NT |
14 Feb 2025, 09:37 |
| Q3 2024 |
151 |
$540,997,180 |
+$411,845,401 |
-$400,747,504 |
+$11,097,897 |
NFLX, HES, NOC, LMT, META
|
13F-HR |
14 Nov 2024, 14:11 |
| Q2 2024 |
278 |
$528,492,862 |
+$395,427,891 |
-$160,401,156 |
+$235,026,735 |
NVDA, HES, ACI, AMZN, AMD
|
13F-HR |
13 Aug 2024, 09:47 |
| Q1 2024 |
200 |
$293,665,335 |
+$259,936,800 |
-$26,748,015 |
+$233,188,785 |
AMZN, X, EBAY, WDC, HES
|
13F-HR |
14 May 2024, 14:49 |
| Q4 2023 |
31 |
$59,079,664 |
+$25,797,824 |
-$257,563,703 |
-$231,765,879 |
TSLA, PRFT, WDC, MSFT, QCOM
|
13F-HR |
13 Feb 2024, 16:59 |
| Q3 2023 |
114 |
$271,845,477 |
+$220,746,524 |
-$128,837,351 |
+$91,909,173 |
PINS, META, SPOT, NVDA, MSFT
|
13F-HR |
13 Nov 2023, 16:41 |
| Q2 2023 |
77 |
$181,193,190 |
+$115,087,354 |
-$130,860,047 |
-$15,772,693 |
DIS, PINS, PARA, META, ABBV
|
13F-HR |
14 Aug 2023, 16:17 |
| Q1 2023 |
65 |
$198,066,220 |
+$152,148,768 |
-$22,618,927 |
+$129,529,841 |
PINS, AMZN, META, PARA, IFF
|
13F-HR |
12 May 2023, 17:04 |
| Q4 2022 |
13 |
$40,764,519 |
$0 |
$0 |
$0 |
COP, PYPL, PINS, TGT, MA
|
13F-HR |
13 Feb 2023, 11:52 |