|
Q3 2024
|
19 |
1,741,963 |
UBER, WIX, RBLX, VRNS
|
13F-HR
|
11/14/2024 |
000117266124004974 |
|
Q2 2024
|
16 |
1,738,163 |
UBER, WIX, TTWO, META
|
13F-HR
|
8/14/2024 |
000117266124003480 |
|
Q1 2024
|
17 |
1,706,744 |
UBER, META, WIX, TTWO
|
13F-HR
|
5/14/2024 |
000117266124002285 |
|
Q4 2023
|
19 |
1,756,370 |
UBER, WIX, TTWO, ILMN
|
13F-HR
|
2/14/2024 |
000117266124001081 |
|
Q3 2023
|
21 |
1,716,848 |
UBER, TTWO, WIX, META
|
13F-HR
|
11/14/2023 |
000117266123003916 |
|
Q2 2023
|
19 |
1,842,646 |
UBER, TTWO, META, WIX
|
13F-HR
|
8/14/2023 |
000117266123002978 |
|
Q1 2023
|
20 |
1,986,948 |
META, UBER, NFLX, WIX
|
13F-HR
|
5/15/2023 |
000117266123002194 |
|
Q4 2022
|
21 |
1,814,275 |
NFLX, UBER, WIX, OKTA
|
13F-HR
|
2/13/2023 |
000117266123000788 |
|
Q3 2022
|
21 |
1,941,937 |
UBER, NFLX, AMZN, WIX
|
13F-HR
|
11/14/2022 |
000117266122002458 |
|
Q2 2022
|
23 |
1,889,927 |
UBER, MTCH, DLB, FIVN
|
13F-HR
|
8/12/2022 |
000117266122001800 |
|
Q1 2022
|
18 |
3,016,279 |
UBER, BKNG, SAIL, ZENDESK INC
|
13F-HR
|
5/13/2022 |
000117266122001270 |
|
Q4 2021
|
19 |
3,300,770 |
BKNG, UBER, NFLX, SAIL
|
13F-HR
|
2/11/2022 |
000117266122000344 |
|
Q3 2021
|
19 |
3,718,457 |
BKNG, UBER, NFLX, Z
|
13F-HR
|
11/15/2021 |
000117266121002183 |
|
Q2 2021
|
21 |
4,739,595 |
UBER, UBER calls, BKNG, NFLX
|
13F-HR
|
8/13/2021 |
000117266121001671 |
|
Q1 2021
|
22 |
4,548,445 |
UBER, BKNG, NFLX, UBER calls
|
13F-HR
|
5/14/2021 |
000117266121001132 |
|
Q4 2020
|
22 |
4,123,211 |
BKNG, UBER, NFLX, SAIL
|
13F-HR
|
2/12/2021 |
000117266121000379 |
|
Q3 2020
|
19 |
3,123,719 |
NFLX, BKNG, UBER, SAIL
|
13F-HR
|
11/13/2020 |
000117266120002127 |
|
Q2 2020
|
17 |
2,564,270 |
NFLX, XLNX, AMZN, NYT
|
13F-HR
|
8/13/2020 |
000117266120001650 |
|
Q1 2020
|
16 |
1,780,972 |
NFLX, ATVI, EA, NYT
|
13F-HR
|
5/13/2020 |
000168096420000004 |
|
Q4 2019
|
16 |
1,620,486 |
NFLX, ATVI, NYT, EA
|
13F-HR
|
2/13/2020 |
000168096420000002 |
|
Q3 2019
|
17 |
1,414,617 |
NFLX, ATVI, EA, NYT
|
13F-HR
|
11/13/2019 |
000168096419000009 |
|
Q2 2019
|
17 |
1,333,710 |
ATVI, NFLX, NYT, EA
|
13F-HR
|
8/14/2019 |
000168096419000007 |
|
Q1 2019
|
17 |
1,148,617 |
NFLX, NYT, ATVI, PYPL
|
13F-HR
|
5/13/2019 |
000168096419000005 |
|
Q4 2018
|
15 |
820,964 |
NFLX, NYT, YELP, PYPL
|
13F-HR
|
2/12/2019 |
000168096419000002 |
|
Q3 2018
|
13 |
778,403 |
NFLX, YELP, NYT, PYPL
|
13F-HR
|
11/14/2018 |
000168096418000009 |
|
Q2 2018
|
15 |
791,274 |
NYT, YELP, NFLX, PYPL
|
13F-HR
|
8/13/2018 |
000168096418000006 |
|
Q1 2018
|
15 |
731,221 |
YELP, NFLX, NYT, PYPL
|
13F-HR
|
5/14/2018 |
000168096418000004 |
|
Q4 2017
|
13 |
569,861 |
YELP, NFLX, COUP, ADSK
|
13F-HR
|
2/13/2018 |
000168096418000002 |
|
Q3 2017
|
14 |
474,040 |
YELP, NFLX, PANW, ADSK
|
13F-HR
|
11/9/2017 |
000168096417000009 |
|
Q2 2017
|
15 |
348,883 |
YELP, PANW, NFLX, BIDU
|
13F-HR
|
8/10/2017 |
000168096417000007 |
|
Q1 2017
|
14 |
286,353 |
YELP, NFLX, PYPL, ADSK
|
13F-HR
|
5/12/2017 |
000168096417000005 |
|
Q4 2016
|
13 |
189,629 |
NFLX, YELP, ADSK, SBAC
|
13F-HR
|
2/10/2017 |
000168096417000003 |