|
Q3 2024
|
15 |
4,061,692 |
HCA, GWRE, TPX, HLT
|
13F-HR
|
11/14/2024 |
000117266124005304 |
|
Q2 2024
|
14 |
3,658,647 |
GWRE, META, CMCSA, HCA
|
13F-HR
|
8/14/2024 |
000117266124003518 |
|
Q1 2024
|
13 |
3,111,913 |
GWRE, STZ, CMCSA, HLT
|
13F-HR
|
5/15/2024 |
000117266124002477 |
|
Q4 2023
|
11 |
2,802,849 |
GWRE, HLT, META, CMCSA
|
13F-HR
|
2/14/2024 |
000117266124001428 |
|
Q3 2023
|
10 |
2,039,575 |
META, HLT, KKR, CMCSA
|
13F-HR
|
11/14/2023 |
000117266123004032 |
|
Q2 2023
|
9 |
1,550,180 |
CMCSA, META, HLT, KKR
|
13F-HR
|
8/14/2023 |
000117266123003119 |
|
Q1 2023
|
12 |
1,485,699 |
CMCSA, GWRE, NYT, META
|
13F-HR
|
5/15/2023 |
000117266123002325 |
|
Q4 2022
|
11 |
1,499,688 |
CMCSA, NYT, RACE, RH
|
13F-HR
|
2/14/2023 |
000117266123001320 |
|
Q3 2022
|
12 |
1,947,311 |
CMCSA, NYT, RH, RACE
|
13F-HR
|
11/14/2022 |
000117266122002544 |
|
Q2 2022
|
12 |
1,856,754 |
NYT, RACE, CMCSA, RH
|
13F-HR
|
8/15/2022 |
000117266122001848 |
|
Q1 2022
|
11 |
1,971,192 |
NYT, RACE, CMCSA, RH
|
13F-HR
|
5/16/2022 |
000117266122001347 |
|
Q4 2021
|
13 |
2,162,886 |
NYT, CMCSA, RH, GWRE
|
13F-HR
|
2/14/2022 |
000117266122000572 |
|
Q3 2021
|
15 |
3,035,242 |
NYT, RACE, SHOP, GWRE
|
13F-HR
|
11/15/2021 |
000117266121002191 |
|
Q2 2021
|
18 |
3,516,220 |
NYT, DASH, META, GWRE
|
13F-HR
|
8/16/2021 |
000117266121001742 |
|
Q1 2021
|
18 |
3,578,596 |
NYT, DASH, GOOG, MSFT
|
13F-HR
|
5/17/2021 |
000117266121001205 |
|
Q4 2020
|
14 |
3,542,544 |
DASH, NYT, RACE, GWRE
|
13F-HR
|
2/16/2021 |
000117266121000769 |
|
Q3 2020
|
12 |
1,965,563 |
NYT, RACE, UBER, HLT
|
13F-HR
|
11/16/2020 |
000117266120002218 |
|
Q2 2020
|
12 |
1,687,030 |
NYT, RACE, SPR, UBER
|
13F-HR
|
8/14/2020 |
000117266120001688 |
|
Q1 2020
|
13 |
2,115,057 |
NYT, TSLA, META, NFLX
|
13F-HR
|
5/15/2020 |
000117266120001348 |
|
Q4 2019
|
13 |
2,933,220 |
NYT, SPR, META, NFLX
|
13F-HR
|
2/14/2020 |
000117266120000510 |
|
Q3 2019
|
14 |
2,697,523 |
SPR, NYT, GOOG, BAC
|
13F-HR
|
11/14/2019 |
000117266119002232 |
|
Q2 2019
|
15 |
3,080,106 |
SPR, BAC, RACE, ADSK
|
13F-HR
|
8/14/2019 |
000117266119001745 |
|
Q1 2019
|
11 |
2,670,770 |
SPR, BAC, NYT, RACE
|
13F-HR
|
5/15/2019 |
000117266119001306 |
|
Q4 2018
|
12 |
2,390,087 |
SPR, BAC, NYT, ADSK
|
13F-HR
|
2/14/2019 |
000117266119000601 |
|
Q3 2018
|
16 |
3,189,925 |
SPR, NYT, ADSK, RACE
|
13F-HR
|
11/14/2018 |
000117266118002057 |
|
Q2 2018
|
15 |
3,196,777 |
SPR, NYT, ADSK, GOOG
|
13F-HR
|
8/14/2018 |
000117266118001595 |
|
Q1 2018
|
16 |
3,119,215 |
SPR, NYT, GOOG, ADSK
|
13F-HR
|
5/15/2018 |
000117266118001187 |
|
Q4 2017
|
16 |
2,720,763 |
SPR, GOOG, NYT, BAC
|
13F-HR
|
2/14/2018 |
000117266118000657 |
|
Q3 2017
|
17 |
2,372,126 |
SPR, GOOG, BAC, ADSK
|
13F-HR
|
11/14/2017 |
000117266117002016 |
|
Q2 2017
|
15 |
2,297,594 |
GOOG calls, SPR, BAC, MSCI
|
13F-HR
|
8/14/2017 |
000117266117001592 |
|
Q1 2017
|
14 |
2,019,833 |
SPR, GOOG calls, BAC, MSCI
|
13F-HR
|
5/15/2017 |
000117266117001097 |
|
Q4 2016
|
20 |
2,064,568 |
SPR, HLT, BKNG, MSCI
|
13F-HR
|
2/14/2017 |
000117266117000580 |
|
Q3 2016
|
19 |
2,002,308 |
SPR, HLT, BKNG, MSCI
|
13F-HR
|
11/14/2016 |
000117266116004165 |
|
Q2 2016
|
18 |
1,923,447 |
SPR, HLT, BIDU, MSCI
|
13F-HR
|
8/15/2016 |
000117266116003755 |
|
Q1 2016
|
19 |
2,263,209 |
BIDU calls, SPR, HLT, SBAC
|
13F-HR
|
5/16/2016 |
000117266116003308 |
|
Q4 2015
|
14 |
1,629,545 |
SPR, BIDU, TFCFA, DAL
|
13F-HR
|
2/16/2016 |
000117266116002682 |
|
Q3 2015
|
16 |
1,660,723 |
TFCFA, SPR, DLTR, BIDU
|
13F-HR
|
11/16/2015 |
000117266115001974 |
|
Q2 2015
|
22 |
1,970,175 |
SPR, TFCFA, LBTYK, DLTR
|
13F-HR
|
8/14/2015 |
000117266115001523 |
|
Q1 2015
|
21 |
2,220,487 |
DLTR calls, BIDU calls, SPR, DAL calls
|
13F-HR
|
5/15/2015 |
000117266115001098 |
|
Q4 2014
|
24 |
2,222,688 |
BIDU calls, DAL calls, SPR, LBTYK
|
13F-HR
|
2/17/2015 |
000117266115000480 |