|
Q2 2026
|
27 |
3,799,416 |
SPACE EXPLORATION TECHN CORP, TKO, SHW, TSM
|
13F-HR
|
8/14/2026 |
000117266126003624 |
|
Q1 2026
|
23 |
2,721,652 |
TKO, SOLS, TSM, SHW
|
13F-HR
|
5/15/2026 |
000117266126002089 |
|
Q4 2025
|
26 |
3,568,317 |
TKO, TOST, TSM, SHW
|
13F-HR
|
2/17/2026 |
000117266126001037 |
|
Q3 2025
|
22 |
3,400,288 |
TKO, TSM, SHW, TOST
|
13F-HR
|
11/12/2025 |
000117266125004726 |
|
Q2 2025
|
21 |
3,122,706 |
TKO, GE calls, TOST, TRU
|
13F-HR
|
8/14/2025 |
000117266125003299 |
|
Q1 2025
|
19 |
2,199,436 |
TKO, SHW, TRU, TSM
|
13F-HR
|
5/15/2025 |
000117266125001940 |
|
Q4 2024
|
24 |
2,529,828 |
TKO, PCOR calls, PCOR, GE
|
13F-HR
|
2/14/2025 |
000117266125000887 |
|
Q3 2024
|
25 |
2,712,935 |
TKO, SPY calls, GE, TRU
|
13F-HR
|
11/14/2024 |
000117266124004775 |
|
Q2 2024
|
25 |
2,404,100 |
TKO, PCOR, WAB calls, TRU
|
13F-HR
|
8/12/2024 |
000117266124003204 |
|
Q1 2024
|
23 |
2,504,453 |
GE calls, GOOG, TKO, GE
|
13F-HR
|
5/15/2024 |
000117266124002397 |
|
Q4 2023
|
20 |
1,513,676 |
EDR, GE, WAB, PCOR
|
13F-HR
|
2/14/2024 |
000117266124001043 |
|
Q3 2023
|
21 |
1,191,456 |
WAB, EDR, GE, VMC
|
13F-HR
|
11/14/2023 |
000117266123003895 |
|
Q2 2023
|
18 |
1,043,836 |
WAB, EDR, AMAT, CRM
|
13F-HR
|
8/14/2023 |
000117266123003024 |
|
Q1 2023
|
17 |
838,338 |
WAB, TDG, CRM, AMAT
|
13F-HR
|
5/15/2023 |
000117266123002182 |
|
Q4 2022
|
12 |
529,107 |
WAB, GOOG, TDG, CMCSA
|
13F-HR
|
2/14/2023 |
000117266123000916 |
|
Q3 2022
|
14 |
857,125 |
WAB, ESTC, CMCSA, TMUS
|
13F-HR
|
11/14/2022 |
000117266122002393 |
|
Q2 2022
|
16 |
1,024,135 |
WAB, CMCSA, ESTC, TDG
|
13F-HR
|
8/15/2022 |
000117266122001897 |
|
Q1 2022
|
19 |
1,293,936 |
WAB, TDG, ESTC, BKNG
|
13F-HR
|
5/16/2022 |
000117266122001332 |
|
Q4 2021
|
18 |
1,147,543 |
WAB, TDG, BKNG, CZR
|
13F-HR
|
2/14/2022 |
000117266122000719 |