|
Q3 2024
|
24 |
601,164 |
META, NU, NFLX, MELI
|
13F-HR
|
11/14/2024 |
000117266124005153 |
|
Q2 2024
|
21 |
586,905 |
META, NU, FWONK, NFLX
|
13F-HR
|
8/14/2024 |
000117266124003537 |
|
Q1 2024
|
20 |
592,782 |
META, PYPL, NU, NFLX
|
13F-HR
|
5/15/2024 |
000117266124002521 |
|
Q4 2023
|
25 |
608,728 |
QQQ puts, PYPL, META, INTU
|
13F-HR
|
2/14/2024 |
000117266124001570 |
|
Q3 2023
|
18 |
382,336 |
SPLK, META, FERG, NU
|
13F-HR
|
11/14/2023 |
000117266123004040 |
|
Q2 2023
|
18 |
420,732 |
META, NU, PYPL, FWONK
|
13F-HR
|
8/14/2023 |
000117266123002994 |
|
Q1 2023
|
18 |
402,511 |
META, ONON, PYPL, MELI
|
13F-HR
|
5/15/2023 |
000117266123002177 |
|
Q4 2022
|
17 |
304,148 |
META, SPLK, ABNB, TTWO
|
13F-HR
|
2/14/2023 |
000117266123000910 |
|
Q3 2022
|
17 |
293,369 |
META, NFLX, MELI, XP
|
13F-HR
|
11/14/2022 |
000117266122002418 |
|
Q2 2022
|
15 |
255,449 |
META, Z, PENN, WSM
|
13F-HR
|
8/15/2022 |
000117266122001835 |
|
Q1 2022
|
21 |
456,343 |
Z, META, DUOL, ABNB
|
13F-HR
|
5/16/2022 |
000117266122001348 |
|
Q4 2021
|
23 |
516,550 |
META, SMAR, PENN, UBER
|
13F-HR
|
2/14/2022 |
000117266122000657 |
|
Q3 2021
|
30 |
707,837 |
AFRM, Z, META, PENN
|
13F-HR
|
11/15/2021 |
000117266121002310 |
|
Q2 2021
|
31 |
741,320 |
Z, META, SMAR, AFRM
|
13F-HR
|
8/16/2021 |
000117266121001803 |
|
Q1 2021
|
31 |
775,907 |
Z, AFRM, SMAR, WSM
|
13F-HR
|
5/17/2021 |
000117266121001258 |
|
Q4 2020
|
25 |
801,072 |
Z, META, PENN, SMAR
|
13F-HR
|
2/16/2021 |
000117266121000733 |
|
Q3 2020
|
27 |
705,308 |
Z, PENN, STNE, YNDX
|
13F-HR
|
11/13/2020 |
000117266120002142 |
|
Q2 2020
|
26 |
633,522 |
Z, PENN, WW, PYPL
|
13F-HR
|
8/14/2020 |
000117266120001684 |
|
Q1 2020
|
21 |
360,373 |
WW, UBER, NET, Z
|
13F-HR
|
5/14/2020 |
000117266120001215 |
|
Q4 2019
|
15 |
363,672 |
Z, TWITTER INC, WW, AZUL
|
13F-HR
|
2/14/2020 |
000117266120000490 |
|
Q3 2019
|
14 |
326,742 |
DOCU, ETSY, SQ, TWLO
|
13F-HR
|
11/14/2019 |
000117266119002226 |
|
Q2 2019
|
15 |
316,787 |
PYPL, TWLO, SVMK, TMUS
|
13F-HR
|
8/14/2019 |
000117266119001779 |
|
Q1 2019
|
17 |
347,945 |
SVMK, TWITTER INC, TWLO, PYPL
|
13F-HR
|
5/15/2019 |
000117266119001236 |
|
Q4 2018
|
14 |
318,185 |
TWITTER INC, TMUS, PYPL, TWLO
|
13F-HR
|
2/14/2019 |
000117266119000617 |
|
Q3 2018
|
15 |
345,140 |
AME, TDG, SITE, TMUS
|
13F-HR
|
11/14/2018 |
000117266118002072 |
|
Q2 2018
|
15 |
270,558 |
FWONK, TDG, AME, SITE
|
13F-HR
|
8/14/2018 |
000117266118001589 |
|
Q1 2018
|
17 |
284,976 |
SITE, AZUL, TDG, SNAP
|
13F-HR
|
5/14/2018 |
000117266118001081 |
|
Q4 2017
|
15 |
222,377 |
SITE, DISH, FWONK, FWONA
|
13F-HR
|
2/13/2018 |
000117266118000401 |
|
Q3 2017
|
17 |
229,775 |
SITE, FWONA, DISH, VSAT
|
13F-HR
|
11/13/2017 |
000117266117001970 |
|
Q2 2017
|
17 |
212,784 |
DISH, FWONA, SITE, FWONK
|
13F-HR
|
8/11/2017 |
000117266117001544 |
|
Q1 2017
|
14 |
159,896 |
BKNG, DISH, PYPL, VSAT
|
13F-HR
|
5/15/2017 |
000168851117000005 |
|
Q4 2016
|
9 |
109,987 |
BKNG, PYPL, NLOK, BABA
|
13F-HR
|
2/14/2017 |
000168851117000003 |