|
Q4 2024
|
20 |
3,728,931 |
AMZN, MELI, HLT, TEAM
|
13F-HR
|
2/14/2025 |
000117266125001126 |
|
Q3 2024
|
20 |
3,571,475 |
MELI, AMZN, HLT, FERGUSON ENTERPRISES INC
|
13F-HR
|
11/14/2024 |
000117266124005185 |
|
Q2 2024
|
19 |
3,569,873 |
AMZN, MELI, HLT, MSFT
|
13F-HR
|
8/14/2024 |
000117266124003522 |
|
Q1 2024
|
25 |
3,707,433 |
AMZN, HLT, MELI, FERG
|
13F-HR
|
5/15/2024 |
000117266124002504 |
|
Q4 2023
|
27 |
3,485,296 |
AMZN, MELI, HLT, FERG
|
13F-HR
|
2/14/2024 |
000117266124001434 |
|
Q3 2023
|
28 |
3,110,931 |
AMZN, FERG, MELI, HLT
|
13F-HR
|
11/14/2023 |
000117266123004010 |
|
Q2 2023
|
23 |
3,052,477 |
AMZN, FERG, HLT, V
|
13F-HR
|
8/14/2023 |
000117266123003134 |
|
Q1 2023
|
25 |
2,766,998 |
MELI, AMZN, HLT, V
|
13F-HR
|
5/15/2023 |
000117266123002317 |
|
Q4 2022
|
25 |
2,345,297 |
HLT, V, MELI, AMZN
|
13F-HR
|
2/14/2023 |
000117266123001313 |
|
Q3 2022
|
24 |
2,247,378 |
INTU, AMZN, HLT, V
|
13F-HR
|
11/14/2022 |
000117266122002552 |
|
Q2 2022
|
20 |
2,212,920 |
V, INTU, AMZN, HLT
|
13F-HR
|
8/15/2022 |
000117266122002010 |
|
Q1 2022
|
19 |
2,691,238 |
AMZN, V, INTU, HLT
|
13F-HR
|
5/16/2022 |
000117266122001477 |
|
Q4 2021
|
23 |
3,455,920 |
META, AMZN, V, CPNG
|
13F-HR
|
2/14/2022 |
000117266122000832 |
|
Q3 2021
|
26 |
3,470,108 |
META, TEAM.MX, MELI, AMZN
|
13F-HR
|
11/15/2021 |
000117266121002386 |
|
Q2 2021
|
24 |
3,663,378 |
META, CPNG, TWLO, AMZN
|
13F-HR
|
8/16/2021 |
000117266121001854 |
|
Q1 2021
|
25 |
3,459,777 |
CPNG, META, TWLO, MELI
|
13F-HR
|
5/17/2021 |
000117266121001309 |
|
Q4 2020
|
28 |
3,799,778 |
TWLO, META, MELI, TEAM.MX
|
13F-HR
|
2/16/2021 |
000117266121000704 |
|
Q3 2020
|
29 |
3,144,243 |
TWLO, META, AMZN, MELI
|
13F-HR
|
11/16/2020 |
000117266120002310 |
|
Q2 2020
|
22 |
2,976,763 |
TWLO, AMZN, META, SMAR
|
13F-HR
|
8/14/2020 |
000117266120001840 |
|
Q1 2020
|
22 |
1,866,297 |
TWLO, GOOG, AMZN, META
|
13F-HR
|
5/15/2020 |
000117266120001360 |
|
Q4 2019
|
24 |
2,109,771 |
GOOG, TWLO, META, MELI
|
13F-HR
|
2/14/2020 |
000117266120000799 |
|
Q3 2019
|
25 |
2,466,279 |
GOOG, TWLO, QQQ puts, LBTYK
|
13F-HR
|
11/14/2019 |
000117266119002347 |
|
Q2 2019
|
27 |
2,277,450 |
TWLO, GOOG, MELI, LBTYK
|
13F-HR
|
8/14/2019 |
000117266119001849 |
|
Q1 2019
|
24 |
1,984,812 |
TWLO, GOOG, MELI, LBTYK
|
13F-HR
|
5/15/2019 |
000117266119001358 |
|
Q4 2018
|
26 |
1,866,588 |
GOOG, TWLO, AMZN, LBTYK
|
13F-HR
|
2/14/2019 |
000117266119000866 |
|
Q3 2018
|
23 |
1,791,335 |
GOOG, TWLO, AMZN, LBTYK
|
13F-HR
|
11/14/2018 |
000117266118002193 |
|
Q2 2018
|
20 |
1,618,631 |
GOOG, AMZN, TWLO, LBTYK
|
13F-HR
|
8/14/2018 |
000117266118001672 |
|
Q1 2018
|
23 |
1,491,456 |
GOOG, LBTYK, AMZN, TEAM.MX
|
13F-HR
|
5/15/2018 |
000117266118001227 |
|
Q4 2017
|
21 |
1,440,938 |
GOOG, LBTYK, AMZN, BKNG
|
13F-HR
|
2/14/2018 |
000117266118000779 |
|
Q3 2017
|
22 |
1,377,736 |
GOOG, LBTYK, AMZN, IAC
|
13F-HR
|
11/14/2017 |
000117266117002135 |
|
Q2 2017
|
23 |
1,427,802 |
GOOG, LBTYK, IAC, AMZN
|
13F-HR
|
8/14/2017 |
000117266117001697 |
|
Q1 2017
|
23 |
1,444,249 |
GOOG, CHTR, LBTYK, BKNG
|
13F-HR
|
5/15/2017 |
000117266117001225 |
|
Q4 2016
|
21 |
1,325,533 |
CHTR, GOOG, BKNG, CMCSA
|
13F-HR
|
2/14/2017 |
000117266117000748 |
|
Q3 2016
|
20 |
1,047,589 |
AMZN, CHTR, BKNG, LBTYK
|
13F-HR
|
11/14/2016 |
000117266116004320 |
|
Q2 2016
|
17 |
927,233 |
AMZN, CHTR, EXPE, LBTYK
|
13F-HR
|
8/15/2016 |
000117266116003883 |
|
Q1 2016
|
18 |
892,024 |
LBTYK, LBRDA, AMZN, TFCF
|
13F-HR
|
5/16/2016 |
000117266116003424 |
|
Q4 2015
|
21 |
926,385 |
LBTYK, AMZN, MSFT, CMCSA
|
13F-HR
|
2/16/2016 |
000117266116002907 |
|
Q3 2015
|
20 |
854,471 |
LBTYK, AMZN, CMCSK, EXPE
|
13F-HR
|
11/16/2015 |
000117266115002077 |
|
Q2 2015
|
25 |
912,472 |
LBTYK, AMZN, CMCSK, MSFT
|
13F-HR
|
8/14/2015 |
000117266115001639 |
|
Q1 2015
|
22 |
838,725 |
LBTYK, CMCSA, SBAC, META
|
13F-HR
|
5/15/2015 |
000117266115001200 |
|
Q4 2014
|
21 |
527,151 |
LBTYK, CMCSA, TFCFA, SBAC
|
13F-HR
|
2/17/2015 |
000117266115000713 |
|
Q3 2014
|
26 |
454,430 |
CMCSA, LBTYK, CROWN CASTLE INTL CORP, TFCFA
|
13F-HR
|
11/14/2014 |
000117266114001840 |
|
Q2 2014
|
23 |
421,436 |
CMCSA, LBTYK, CROWN CASTLE INTL CORP, AMZN
|
13F-HR
|
8/14/2014 |
000117266114001484 |
|
Q1 2014
|
24 |
367,378 |
LBTYK, CMCSA, AMZN, CROWN CASTLE INTL CORP
|
13F-HR
|
5/15/2014 |
000117266114001106 |
|
Q4 2013
|
14 |
213,109 |
AAPL, LBTYK, EBAY, AMZN
|
13F-HR
|
2/14/2014 |
000117266114000725 |