|
Q2 2025
|
26 |
3,750,435 |
SE, PLNT, AMZN, MSFT
|
13F-HR
|
8/14/2025 |
000117266125003410 |
|
Q1 2025
|
25 |
3,271,003 |
AMZN, WIX, PLNT, Z
|
13F-HR
|
5/15/2025 |
000117266125001950 |
|
Q4 2024
|
26 |
4,231,740 |
AMZN, QQQ puts, AAPL puts, WIX
|
13F-HR
|
2/14/2025 |
000117266125000861 |
|
Q3 2024
|
22 |
3,225,780 |
AMZN, USFD, PLNT, WIX
|
13F-HR
|
11/14/2024 |
000117266124004736 |
|
Q2 2024
|
21 |
2,904,967 |
AMZN, USFD, MSFT, PLNT
|
13F-HR
|
8/14/2024 |
000117266124003454 |
|
Q1 2024
|
26 |
3,063,298 |
AMZN, MSFT, META, USFD
|
13F-HR
|
5/15/2024 |
000117266124002413 |
|
Q4 2023
|
23 |
3,243,553 |
META, MSFT, AMZN, USFD
|
13F-HR
|
2/14/2024 |
000117266124000994 |
|
Q3 2023
|
25 |
2,927,659 |
META, AMZN, MSFT, USFD
|
13F-HR
|
11/14/2023 |
000117266123003864 |
|
Q2 2023
|
22 |
2,900,962 |
AAPL puts, AMZN, META, ATVI
|
13F-HR
|
8/14/2023 |
000117266123002981 |
|
Q1 2023
|
30 |
3,125,077 |
AMZN calls, ATVI, MELI, WMT
|
13F-HR
|
5/15/2023 |
000117266123002168 |
|
Q4 2022
|
21 |
1,684,210 |
LBRDK, MSFT, MELI, USFD
|
13F-HR
|
2/14/2023 |
000117266123000888 |
|
Q3 2022
|
23 |
1,606,723 |
AMZN, MSFT, WMT, USFD
|
13F-HR
|
11/14/2022 |
000117266122002436 |
|
Q2 2022
|
19 |
1,535,364 |
AMZN, LBRDK, MSFT, USFD
|
13F-HR
|
8/15/2022 |
000117266122001895 |
|
Q1 2022
|
24 |
1,998,809 |
AMZN, LBRDK, MSFT, UA
|
13F-HR
|
5/16/2022 |
000117266122001319 |
|
Q4 2021
|
20 |
1,740,902 |
LBRDK, MSFT, AMZN, Z
|
13F-HR
|
2/14/2022 |
000117266122000509 |
|
Q3 2021
|
22 |
2,045,889 |
LBRDK, SNAP, GOOGL, MSFT
|
13F-HR
|
11/15/2021 |
000117266121002249 |
|
Q2 2021
|
25 |
2,140,905 |
LBRDK, META, MSFT, GOOGL
|
13F-HR
|
8/16/2021 |
000117266121001773 |
|
Q1 2021
|
21 |
1,968,668 |
LBRDK, MSFT, SNAP, GOOGL
|
13F-HR
|
5/17/2021 |
000117266121001207 |
|
Q4 2020
|
19 |
1,728,468 |
MSFT, SNAP, EEFT, GOOGL
|
13F-HR
|
2/17/2021 |
000117266121000863 |
|
Q3 2020
|
19 |
1,296,004 |
Z, MSFT, PEGA, CRM
|
13F-HR
|
11/16/2020 |
000117266120002285 |
|
Q2 2020
|
23 |
1,618,286 |
MSFT, SNAP, CRM, Z
|
13F-HR
|
8/14/2020 |
000117266120001753 |
|
Q1 2020
|
19 |
1,236,260 |
AMZN, MSFT, CRM, Z
|
13F-HR
|
5/15/2020 |
000117266120001331 |
|
Q4 2019
|
21 |
1,651,901 |
CRM, IWM, LSXMK, META
|
13F-HR
|
2/14/2020 |
000117266120000500 |
|
Q3 2019
|
19 |
1,653,165 |
MSFT, QQQ puts, LOW, META
|
13F-HR
|
11/14/2019 |
000117266119002225 |
|
Q2 2019
|
22 |
1,808,100 |
AABA, MSFT, IWM, META
|
13F-HR
|
8/14/2019 |
000117266119001750 |
|
Q1 2019
|
19 |
1,529,037 |
AABA, MSFT, MELI, LOW
|
13F-HR
|
5/15/2019 |
000117266119001312 |
|
Q4 2018
|
4 |
7,522 |
META, MELI, TIF, AMT
|
NEW HOLDINGS
|
5/15/2019 |
000117266119001402 |
|
Q4 2018
|
22 |
1,421,988 |
META, MSFT, LSXMK, DATA
|
13F-HR
|
2/14/2019 |
000117266119000610 |
|
Q3 2018
|
24 |
1,729,404 |
MSFT, AMT, DXC, AABA
|
13F-HR
|
11/14/2018 |
000117266118002059 |
|
Q2 2018
|
24 |
1,971,641 |
AABA, MSFT, LOW, LSXMK
|
13F-HR
|
8/14/2018 |
000117266118001577 |
|
Q1 2018
|
28 |
2,078,057 |
AABA, PANW, MSFT, LOW
|
13F-HR
|
5/15/2018 |
000117266118001129 |
|
Q4 2017
|
26 |
2,025,886 |
AABA, EXPE, PANW, DXC
|
13F-HR
|
2/14/2018 |
000117266118000660 |
|
Q3 2017
|
25 |
1,924,169 |
EXPE, AABA, MSFT, DG
|
13F-HR
|
11/14/2017 |
000117266117002022 |
|
Q2 2017
|
28 |
1,957,949 |
EXPE, MSFT, AMT, AABA
|
13F-HR
|
8/14/2017 |
000117266117001633 |
|
Q1 2017
|
30 |
1,875,741 |
MSFT, EXPE, LSXMK, AMT
|
13F-HR
|
5/15/2017 |
000117266117001149 |
|
Q4 2016
|
28 |
1,593,022 |
LBRDK, MSFT, EXPE, LSXMK
|
13F-HR
|
2/14/2017 |
000121465917001139 |
|
Q3 2016
|
26 |
1,591,099 |
AABA, AMZN, T, LBRDK
|
13F-HR
|
11/14/2016 |
000121465916014580 |
|
Q2 2016
|
23 |
1,356,065 |
T, AMZN, AMT, LBRDK
|
13F-HR
|
8/15/2016 |
000121465916013225 |
|
Q1 2016
|
24 |
1,050,891 |
AMT, MSFT, AABA, T
|
13F-HR
|
5/16/2016 |
000121465916011619 |
|
Q4 2015
|
27 |
1,149,260 |
MSFT, T, AABA, AMT
|
13F-HR
|
2/12/2016 |
000121465916009460 |
|
Q3 2015
|
33 |
1,087,006 |
MSFT, AMT, META, HWP
|
13F-HR
|
11/13/2015 |
000121465915007736 |
|
Q2 2015
|
31 |
1,002,305 |
MSFT, META, LRCX, AMT
|
13F-HR
|
8/14/2015 |
000121465915006085 |
|
Q1 2015
|
28 |
616,826 |
ALTR, AABA, META, LRCX
|
13F-HR
|
5/15/2015 |
000121465915003998 |
|
Q4 2014
|
29 |
499,004 |
ALTR, MSFT, META, AABA
|
13F-HR
|
2/17/2015 |
000121465915001426 |
|
Q3 2014
|
31 |
557,977 |
EMC, MSFT, LNKD, LRCX
|
13F-HR
|
11/14/2014 |
000121465914007746 |
|
Q2 2014
|
33 |
566,940 |
EMC, LNKD, LRCX, LIBERTY MEDIA CORP DELAWARE
|
13F-HR
|
8/14/2014 |
000121465914005945 |
|
Q1 2014
|
30 |
558,442 |
EMC, BKNG, LRCX, QCOM
|
13F-HR
|
5/15/2014 |
000121465914003647 |
|
Q4 2013
|
26 |
579,068 |
META, LRCX, FFIV, INFA
|
13F-HR
|
2/14/2014 |
000121465914001246 |