|
Q1 2025
|
46 |
117,301 |
RH, CZR, GOGO, LINE
|
13F-HR
|
5/8/2025 |
000110465925046286 |
|
Q4 2024
|
48 |
130,892 |
RH, CZR, GOOGL, GOGO
|
13F-HR
|
2/12/2025 |
000110465925012011 |
|
Q3 2024
|
46 |
137,472 |
CZR, UBER, RH, GOOGL
|
13F-HR
|
11/8/2024 |
000110465924115967 |
|
Q2 2024
|
51 |
157,049 |
CZR, UBER, GOOGL, RH
|
13F-HR
|
8/12/2024 |
000110465924088364 |
|
Q1 2024
|
51 |
159,000 |
CZR, RH, UBER, GOOGL
|
13F-HR
|
5/10/2024 |
000110465924059817 |
|
Q4 2023
|
50 |
132,222 |
CZR, UBER, RH, GOGO
|
NEW HOLDINGS
|
3/14/2024 |
000110465924034526 |
|
Q4 2023
|
49 |
127,668 |
CZR, UBER, RH, GOGO
|
13F-HR
|
2/6/2024 |
000110465924011184 |
|
Q3 2023
|
45 |
131,515 |
CZR, UBER, RH, GOGO
|
NEW HOLDINGS
|
3/14/2024 |
000110465924034499 |
|
Q3 2023
|
45 |
128,417 |
CZR, UBER, RH, GOGO
|
13F-HR
|
10/31/2023 |
000110465923113022 |
|
Q2 2023
|
35 |
123,600 |
CZR, UBER, RH, GOGO
|
13F-HR
|
8/3/2023 |
000110465923087214 |
|
Q1 2023
|
33 |
103,178 |
CZR, UBER, RH, AMRN
|
13F-HR
|
5/9/2023 |
000110465923057682 |
|
Q4 2022
|
27 |
103,900 |
CZR, UBER, GOOGL, RH
|
13F-HR
|
2/6/2023 |
000110465923011165 |
|
Q3 2022
|
29 |
107,338 |
UBER, CZR, RH, FTCH
|
13F-HR
|
10/25/2022 |
000110465922111271 |
|
Q2 2022
|
30 |
108,222 |
CZR, UBER, RH, FTCH
|
13F-HR
|
7/28/2022 |
000110465922083396 |
|
Q1 2022
|
39 |
236,871 |
CZR, UBER, FTCH, RH
|
13F-HR
|
5/9/2022 |
000110465922057689 |
|
Q4 2021
|
28 |
303,723 |
CZR, FTCH, UBER, RH
|
13F-HR
|
2/4/2022 |
000110465922011870 |
|
Q3 2021
|
33 |
356,514 |
CZR, UBER, FTCH, AMRN
|
13F-HR
|
11/10/2021 |
000110465921136973 |
|
Q2 2021
|
26 |
345,355 |
CZR, FTCH, RH, UBER
|
13F-HR
|
8/10/2021 |
000110465921102979 |
|
Q1 2021
|
30 |
334,653 |
CZR, FTCH, RH, AMRN
|
13F-HR
|
5/12/2021 |
000110465921065016 |
|
Q4 2020
|
25 |
308,868 |
FTCH, CZR, RH, AMRN
|
13F-HR
|
2/12/2021 |
000110465921021484 |
|
Q3 2020
|
31 |
215,772 |
CZR, FTCH, RH, AL
|
13F-HR
|
11/12/2020 |
000110465920124362 |
|
Q2 2020
|
28 |
175,748 |
FTCH, AL, ELDORADO RESORTS INC, LBRDK
|
13F-HR
|
8/5/2020 |
000110465920090743 |
|
Q1 2020
|
27 |
136,386 |
AL, LBRDK, FTCH, BERY
|
13F-HR
|
5/7/2020 |
000110465920057921 |
|
Q4 2019
|
15 |
140,988 |
AL, RVLV, ELDORADO RESORTS INC, LBRDK
|
13F-HR
|
1/30/2020 |
000110465920008401 |
|
Q3 2019
|
63 |
183,197 |
AL, GOOGL, LBRDK, RH
|
13F-HR
|
11/12/2019 |
000110465919062635 |
|
Q2 2019
|
61 |
177,857 |
AL, GOOGL, LBRDK, NFLX
|
13F-HR
|
8/6/2019 |
000114420419037721 |
|
Q1 2019
|
62 |
149,379 |
GOOGL, AL, LBRDK, NFLX
|
13F-HR
|
5/15/2019 |
000114420419026121 |
|
Q4 2018
|
28 |
108,743 |
AAPL, GOOGL, RH, AL
|
13F-HR
|
2/13/2019 |
000114420419006824 |
|
Q3 2018
|
34 |
123,602 |
GOOGL, AAPL, ALTA MESA RES INC, LBRDK
|
13F-HR
|
11/13/2018 |
000114420418059316 |
|
Q2 2018
|
61 |
202,132 |
GOOGL, COST, SBUX, ALTA MESA RES INC
|
13F-HR
|
8/15/2018 |
000116469118000131 |
|
Q1 2018
|
48 |
151,369 |
COST, SBUX, AAPL, GOOGL
|
13F-HR
|
5/15/2018 |
000116469118000068 |
|
Q4 2017
|
40 |
96,648 |
COST, AL, NFLX, LB
|
13F-HR
|
2/13/2018 |
000116469118000023 |