|
Q2 2025
|
21 |
93,080 |
MSFT, NVDA, META, NFLX
|
13F-HR
|
8/13/2025 |
000135227225000012 |
|
Q1 2025
|
21 |
67,458 |
PM, META, NFLX, SE
|
13F-HR
|
5/15/2025 |
000135227225000004 |
|
Q4 2024
|
26 |
91,658 |
MSFT, META, NVDA, NFLX
|
13F-HR
|
2/14/2025 |
000135227225000002 |
|
Q3 2024
|
22 |
87,079 |
MSFT, META, NVDA, AAPL
|
13F-HR
|
11/14/2024 |
000135227224000013 |
|
Q2 2024
|
22 |
102,554 |
MSFT, AAPL, NVDA, BSX
|
13F-HR
|
8/14/2024 |
000135227224000006 |
|
Q1 2024
|
24 |
117,268 |
MSFT, META, BSX, NVDA
|
13F-HR
|
5/15/2024 |
000135227224000004 |
|
Q4 2023
|
23 |
178,840 |
MSFT, BSX, NET, NVDA
|
13F-HR
|
2/14/2024 |
000135227224000002 |
|
Q3 2023
|
19 |
146,223 |
MSFT, META, NVDA, BSX
|
13F-HR
|
11/13/2023 |
000135227223000007 |
|
Q2 2023
|
25 |
279,755 |
QQQ puts, MSFT, BSX, INMD
|
13F-HR
|
8/14/2023 |
000091957423004778 |
|
Q1 2023
|
18 |
171,975 |
MSFT, BSX, INMD, NFLX
|
13F-HR
|
5/15/2023 |
000091957423003306 |
|
Q4 2022
|
18 |
198,686 |
INMD, CPRI, NFLX, MSFT
|
13F-HR
|
2/14/2023 |
000091957423001505 |
|
Q3 2022
|
18 |
166,835 |
INMD, NFLX, LNG, MSFT
|
13F-HR
|
11/14/2022 |
000091957422006753 |
|
Q2 2022
|
16 |
145,787 |
RGEN, CTKB, INMD, MSFT
|
13F-HR
|
8/15/2022 |
000091957422005007 |
|
Q1 2022
|
27 |
307,830 |
MSFT, CTKB, SCHW, RGEN
|
13F-HR
|
5/16/2022 |
000091957422003362 |
|
Q4 2021
|
28 |
589,941 |
MSFT, FCNCA, CTKB, SCHW
|
RESTATEMENT
|
2/16/2022 |
000091957422001687 |
|
Q3 2021
|
27 |
644,959 |
FCNCA, MSFT, CTKB, LUNG
|
13F-HR
|
11/15/2021 |
000091957421007066 |
|
Q2 2021
|
30 |
547,993 |
FCNCA, MSFT, INMD, ESTC
|
13F-HR
|
8/16/2021 |
000091957421005274 |
|
Q1 2021
|
31 |
560,034 |
FCNCA, DIS, MSFT, TRIP
|
13F-HR
|
5/17/2021 |
000091957421003717 |
|
Q4 2020
|
44 |
529,642 |
GDRX, FCNCA, INMD, NET
|
13F-HR
|
2/12/2021 |
000091957421001004 |
|
Q3 2020
|
41 |
352,729 |
INMD, GDRX, CHTR, INSP
|
13F-HR
|
11/13/2020 |
000091957420006904 |
|
Q2 2020
|
31 |
378,880 |
CHTR, INMD, INSP, EDU
|
13F-HR
|
8/14/2020 |
000091957420005152 |
|
Q1 2020
|
36 |
386,255 |
INSP, MSFT, DECK, EDU
|
13F-HR
|
5/15/2020 |
000091957420003392 |
|
Q4 2019
|
40 |
581,667 |
EDU, V, INMD, FIS
|
13F-HR
|
2/13/2020 |
000091957420001070 |
|
Q3 2019
|
28 |
567,967 |
ATUS, V, EDU, MSFT
|
13F-HR
|
11/14/2019 |
000091957419007033 |
|
Q2 2019
|
25 |
617,765 |
EDU, V, MSFT, ATUS
|
13F-HR
|
8/14/2019 |
000091957419005107 |
|
Q1 2019
|
20 |
583,791 |
SVMK, EDU, V, ATUS
|
13F-HR
|
5/14/2019 |
000091957419003371 |
|
Q4 2018
|
17 |
392,037 |
V, CRM, MRK, BABA
|
13F-HR
|
2/14/2019 |
000091957419001374 |
|
Q3 2018
|
21 |
542,652 |
V, CRM, PTC, BABA
|
13F-HR
|
11/14/2018 |
000091957418007414 |
|
Q2 2018
|
20 |
423,593 |
PTC, CRM, UNH, V
|
13F-HR
|
8/14/2018 |
000091957418005392 |
|
Q1 2018
|
19 |
501,692 |
UNH, PTC, IBKR, ASML
|
13F-HR
|
5/15/2018 |
000091957418003663 |
|
Q4 2017
|
17 |
344,327 |
V, IBKR, LW, UNH
|
13F-HR
|
2/14/2018 |
000091957418001495 |
|
Q3 2017
|
15 |
383,399 |
BABA, V, META, ATUS
|
13F-HR
|
11/14/2017 |
000091957417007949 |
|
Q2 2017
|
15 |
456,490 |
BABA, META, ATUS, MTN
|
13F-HR
|
8/14/2017 |
000091957417006106 |
|
Q1 2017
|
18 |
546,175 |
META, CHTR, BAC, ZENDESK INC
|
13F-HR
|
5/15/2017 |
000091957417004161 |
|
Q4 2016
|
17 |
457,647 |
CHTR, ZENDESK INC, LBRDK, BAC
|
13F-HR
|
2/14/2017 |
000091957417001737 |
|
Q3 2016
|
25 |
912,653 |
LVNTA, STZ, AMZN, V
|
13F-HR
|
11/14/2016 |
000091957416016505 |
|
Q2 2016
|
24 |
931,476 |
TLT, LVNTA, META, DLTR
|
13F-HR
|
8/15/2016 |
000091957416014926 |
|
Q1 2016
|
30 |
1,449,896 |
LVNTA, TWC, TLT, LBRDA
|
13F-HR
|
5/16/2016 |
000091957416013213 |
|
Q4 2015
|
29 |
1,677,306 |
TWC, FLT, RH, LBRDA
|
13F-HR
|
2/16/2016 |
000091957416010961 |
|
Q3 2015
|
26 |
1,825,255 |
TWC, LBRDA, JD, WWAV
|
13F-HR
|
11/16/2015 |
000091957415008164 |
|
Q2 2015
|
2 |
66,899 |
CXRXF, AYA
|
NEW HOLDINGS
|
8/19/2015 |
000091957415006404 |
|
Q2 2015
|
23 |
1,576,123 |
TWC, WWAV, DLTR, FLT
|
13F-HR
|
8/14/2015 |
000091957415006262 |
|
Q1 2015
|
23 |
1,660,752 |
LBRDA, KATE, RH, GRUB
|
13F-HR
|
5/15/2015 |
000091957415004414 |
|
Q4 2014
|
22 |
1,329,939 |
RH, KATE, FLT, LBTYA
|
13F-HR
|
2/17/2015 |
000091957415001835 |
|
Q3 2014
|
22 |
1,235,123 |
RH, KATE, TPX, FLT
|
13F-HR
|
11/14/2014 |
000091957414006397 |
|
Q2 2014
|
24 |
1,295,478 |
RH, KATE, FLT, TPX
|
13F-HR
|
8/13/2014 |
000091957414004376 |
|
Q1 2014
|
31 |
1,049,428 |
KATE, RH, 0LQ0.IL, FLT
|
13F-HR
|
5/15/2014 |
000091957414003089 |
|
Q4 2013
|
24 |
925,041 |
FIFTH & PAC COS INC, RH, 0LQ0.IL, FLT
|
13F-HR
|
2/14/2014 |
000091957414001491 |