Q3 - 13-F thread from some funds I follow.
Center Lake Capital
$COUP 18% - Sold
$LBRDK 15% - Bought
$CSGP 14% - Bought
$MSFT 13% - Bought
$ADBE 11% - Sold
$NOW 11% - Sold
$AMZN 11% - Sold
$RNG 4% - Sold
$TEAM 2% - Sold
$NET 1% - New
$BILL 0.05% - New
$AYX - Sold all
$COUP 18% - Sold
$LBRDK 15% - Bought
$CSGP 14% - Bought
$MSFT 13% - Bought
$ADBE 11% - Sold
$NOW 11% - Sold
$AMZN 11% - Sold
$RNG 4% - Sold
$TEAM 2% - Sold
$NET 1% - New
$BILL 0.05% - New
$AYX - Sold all
Strategy Capital
$SHOP 28% - Sold
$FB 16% - Bought
$TEAM 13% - Sold
$AMZN 12% - Bought
$ZM 11% - Sold
$NFLX 11% - Bought
$PINS 9% - Sold
$TSLA - Sold all
$SHOP 28% - Sold
$FB 16% - Bought
$TEAM 13% - Sold
$AMZN 12% - Bought
$ZM 11% - Sold
$NFLX 11% - Bought
$PINS 9% - Sold
$TSLA - Sold all
Ithaka Group
$AMZN 8% - Sold
$MSFT 7% - Sold
$CRM 7% - Sold
$MA 6% - Sold
$NOW 6% - Sold
$V 6% - Sold
$VEEV 5% - Sold
$PYPL 5% - Sold
$NVDA 5% - Sold
$ADBE 5% - Sold
$AMZN 8% - Sold
$MSFT 7% - Sold
$CRM 7% - Sold
$MA 6% - Sold
$NOW 6% - Sold
$V 6% - Sold
$VEEV 5% - Sold
$PYPL 5% - Sold
$NVDA 5% - Sold
$ADBE 5% - Sold
Harbor Spring Capital
$SSNC 7% - Sold
$BABA 7% - Sold
$FB 6% - Bought
$AMZN 6% - Sold
$TNET 5% - Sold
$CRM 5%
$EFX 5%
$BKNG 4%
$CTAS 4%
$CCC 4%
$SSNC 7% - Sold
$BABA 7% - Sold
$FB 6% - Bought
$AMZN 6% - Sold
$TNET 5% - Sold
$CRM 5%
$EFX 5%
$BKNG 4%
$CTAS 4%
$CCC 4%
Dorsey Asset Management
$FB 24% - Sold
$WIX 16% - Bought
$GOOG 10% - Bought
$UPWK 10% - Bought
$ROKU 9% - Sold
$PYPL 7% -Bought
$EBAY 7% - New
$SMAR 7% - Sold
$AVLR 6% - Bought
$DESP 4% - Sold
$AYX 2% - Sold
$FB 24% - Sold
$WIX 16% - Bought
$GOOG 10% - Bought
$UPWK 10% - Bought
$ROKU 9% - Sold
$PYPL 7% -Bought
$EBAY 7% - New
$SMAR 7% - Sold
$AVLR 6% - Bought
$DESP 4% - Sold
$AYX 2% - Sold
AKO Capital
$LIN 14% - Sold
$EBAY 7% - Bought
$V 7% - Bought
$EL 6% - Bought
$RACE 5% - Sold
$PG 5% - Bought
$NKE 5% - Bought
$OTIS 4% - Sold
$GOOG 4% - Bought
$ZTS 4% - Bought
$LIN 14% - Sold
$EBAY 7% - Bought
$V 7% - Bought
$EL 6% - Bought
$RACE 5% - Sold
$PG 5% - Bought
$NKE 5% - Bought
$OTIS 4% - Sold
$GOOG 4% - Bought
$ZTS 4% - Bought
Glynn Capital Management
$FTCH 9% - Bought
$TWLO 6% - Sold
$COUP 6% - Bought
$DOCU 6% - Sold
$AMZN 5% - Sold
$TEAM 5% - Sold
$SMAR 5% - Bought
$ZM 5% - Sold
$VEEV 5% - Sold
$WDAY 5% - Sold
$FTCH 9% - Bought
$TWLO 6% - Sold
$COUP 6% - Bought
$DOCU 6% - Sold
$AMZN 5% - Sold
$TEAM 5% - Sold
$SMAR 5% - Bought
$ZM 5% - Sold
$VEEV 5% - Sold
$WDAY 5% - Sold
Ruane, Cunniff & Goldfarb
$W 8% - Sold
$GOOG 8% - Sold
$KMX 7% - Sold
$FB 7% - Sold
$UNH 7% - Bought
$TSM 7% - Sold
$CACC 5% - Bought
$ANET 5% - Sold
$FWONK 5% - Bought
$J 5% - Sold
Sold 99% of $AMZN. Sold all of $BABA and $JD. New positions in $ICE and $FIS.
$W 8% - Sold
$GOOG 8% - Sold
$KMX 7% - Sold
$FB 7% - Sold
$UNH 7% - Bought
$TSM 7% - Sold
$CACC 5% - Bought
$ANET 5% - Sold
$FWONK 5% - Bought
$J 5% - Sold
Sold 99% of $AMZN. Sold all of $BABA and $JD. New positions in $ICE and $FIS.
D1 Capital Partners
$JD 9% - Bought
$U 7% - New
$CVNA 6% - Bought (379% increase in shares)
$MSFT 6% - Bought
$EXPE 5% - Bought
$USB 4% - Bought
$JPM 4% - Bought
$HLT 4% - Sold
$ORLY 4% - Sold
$FB 3% - Bought
New: $IR, $U, $BEKE, $SNOW, $OM, $DT, $BILL
Sold all: $SBUX, $AMZN
$JD 9% - Bought
$U 7% - New
$CVNA 6% - Bought (379% increase in shares)
$MSFT 6% - Bought
$EXPE 5% - Bought
$USB 4% - Bought
$JPM 4% - Bought
$HLT 4% - Sold
$ORLY 4% - Sold
$FB 3% - Bought
New: $IR, $U, $BEKE, $SNOW, $OM, $DT, $BILL
Sold all: $SBUX, $AMZN
Cas Investment Partners
$CVNA 56% - Bought
$CDLX 21% - Bought
$HOME 11%
$WRLD 5%
$HLF 5%
$PRTY 2% - Bought
A huge stake in $CVNA is crazy though!
$CVNA 56% - Bought
$CDLX 21% - Bought
$HOME 11%
$WRLD 5%
$HLF 5%
$PRTY 2% - Bought
A huge stake in $CVNA is crazy though!
Durable Capital
$BFAM 6% - Sold
$RH 5% - Bought
$SAM 5% - Bought
$RDFN 4% - Sold
$FSV 4% - Bought
$SHOP 4% - Bought
$BKI 4% - Bought
$WST 3% - Sold
$INTU 3% - Bought
$TWLO 3% - Sold
New: $STNE, $SNOW, $IAC
Sold all: $MTCH
$BFAM 6% - Sold
$RH 5% - Bought
$SAM 5% - Bought
$RDFN 4% - Sold
$FSV 4% - Bought
$SHOP 4% - Bought
$BKI 4% - Bought
$WST 3% - Sold
$INTU 3% - Bought
$TWLO 3% - Sold
New: $STNE, $SNOW, $IAC
Sold all: $MTCH
Tiger Management
$ADPT 15%
$FB 11% - Bought
$AER 10% - Bought
$MSFT 10% - Bought
$BX 9% - Bought
$MU 6% - Sold
$GOOG 6% - Sold
$QCOM 5% - Sold
$SLM 5%
$CRM 4% - Bought
New: $WDAY, $NET, $UNP, $EXPE
Sold all: $ZEN, $NVDA, $RNG
$ADPT 15%
$FB 11% - Bought
$AER 10% - Bought
$MSFT 10% - Bought
$BX 9% - Bought
$MU 6% - Sold
$GOOG 6% - Sold
$QCOM 5% - Sold
$SLM 5%
$CRM 4% - Bought
New: $WDAY, $NET, $UNP, $EXPE
Sold all: $ZEN, $NVDA, $RNG
Serenity Capital
$BABA 44% - Sold
$TAL 33% - Sold
$EDU 16% - Bought
$VIOT 3%
$BEDU 3%
$NEW 1%
$BEKE 0.3% - New
$BABA 44% - Sold
$TAL 33% - Sold
$EDU 16% - Bought
$VIOT 3%
$BEDU 3%
$NEW 1%
$BEKE 0.3% - New
Shawspring Partners
@DennisHong17
$SE 38% - Bought
$IAC 20% - New
$SQ 19% - Sold
$MTCH 18%
$ANGI 6% - Sold
New: $IAC
Sold all: $JD, $CVNA
@DennisHong17
$SE 38% - Bought
$IAC 20% - New
$SQ 19% - Sold
$MTCH 18%
$ANGI 6% - Sold
New: $IAC
Sold all: $JD, $CVNA
Ashe Capital
$APPF 18%
$CDAY 16%
$FWONK 15%
$LBRDK 13% - Sold
$LBRDA 11%
$LILAK 7% - Bought
$DDOG 7%
$LSXMK 5%
$FWONA 3%
$LILA 3% - Sold
$LSXMA 1%
$FROG 0.4% - Bought
$APPF 18%
$CDAY 16%
$FWONK 15%
$LBRDK 13% - Sold
$LBRDA 11%
$LILAK 7% - Bought
$DDOG 7%
$LSXMK 5%
$FWONA 3%
$LILA 3% - Sold
$LSXMA 1%
$FROG 0.4% - Bought
Kylin Management
$GDS 30% - Bought
$JD 19% - Bought
$EDU 15% - Sold
$DADA 9% - New
$SE 8% - Sold
$MOMO 6% - Sold
$BABA 5% - Bought
$BILI 5% - Bought
$OCFT 1% - New
$API 1% - New
$NOAH 0.2% - Sold 97% of shares
New: $OCFT, $API, $DADA
Sold all: $YY, $TCOM
$GDS 30% - Bought
$JD 19% - Bought
$EDU 15% - Sold
$DADA 9% - New
$SE 8% - Sold
$MOMO 6% - Sold
$BABA 5% - Bought
$BILI 5% - Bought
$OCFT 1% - New
$API 1% - New
$NOAH 0.2% - Sold 97% of shares
New: $OCFT, $API, $DADA
Sold all: $YY, $TCOM
Sands Capital
$SE 9% - Sold
$AMZN 7% - Sold
$NFLX 6% - Sold
$V 5% - Sold
$BABA 5% - Bought
$NOW 3% - Sold
$SQ 3% - Bought
$FB 3% - Bought
$ADBE 2% - Sold
$MTCH 2% - Sold
New: $SNOW, $IRTC, $TSHA
Sold all: $MCO, $VRSK, $SCHW
$SE 9% - Sold
$AMZN 7% - Sold
$NFLX 6% - Sold
$V 5% - Sold
$BABA 5% - Bought
$NOW 3% - Sold
$SQ 3% - Bought
$FB 3% - Bought
$ADBE 2% - Sold
$MTCH 2% - Sold
New: $SNOW, $IRTC, $TSHA
Sold all: $MCO, $VRSK, $SCHW
Emerson Point
$SPY Put 20% - Bought
$RACE 6% - Sold
$DG 6% - Sold
$CMG 5% - Sold
$MSFT 5% - Sold
$ADBE 5% - Bought
$FND 5% - Bought
$LYV 4% - Sold
$NYT 4% - Sold
$ETSY 4% - Sold
New: $MELI, $BKNG, $EXPE, $PTON
Sold all: $MCD
$SPY Put 20% - Bought
$RACE 6% - Sold
$DG 6% - Sold
$CMG 5% - Sold
$MSFT 5% - Sold
$ADBE 5% - Bought
$FND 5% - Bought
$LYV 4% - Sold
$NYT 4% - Sold
$ETSY 4% - Sold
New: $MELI, $BKNG, $EXPE, $PTON
Sold all: $MCD
Aravt Global
$CHTR 16% - Sold
$PYPL 12% - Sold
$V 11% - Sold
$MSFT 9% - Sold
$BABA 8% - New
$GDDY 8% - Sold
$TDG 8% - Sold
$BKI 8% - Sold
$GOOGL 6% - Sold
$NOW 4% - Sold
$MTN 3% - Sold
$ADSK 3% - Sold
$FIVE 3% - New
New: $BABA, $FIVE
Sold all: $ADBE
$CHTR 16% - Sold
$PYPL 12% - Sold
$V 11% - Sold
$MSFT 9% - Sold
$BABA 8% - New
$GDDY 8% - Sold
$TDG 8% - Sold
$BKI 8% - Sold
$GOOGL 6% - Sold
$NOW 4% - Sold
$MTN 3% - Sold
$ADSK 3% - Sold
$FIVE 3% - New
New: $BABA, $FIVE
Sold all: $ADBE
Samlyn Capital
$VOYA 5% - Bought
$ATH 5% - Bought
$LPLA 5% - Sold
$DIS 4% - Bought
$PAGS 4% - Sold
$AMZN 3% - Bought
$PYPL 3% - Bought
$AIZ 3% - Sold
$RNR 3% - Bought
$LULU 2% - Bought
New: $CROX, $MRK, $W, $WRB
Sold all: $GS, $LDOS, $PG, $DHR, $HIG
$VOYA 5% - Bought
$ATH 5% - Bought
$LPLA 5% - Sold
$DIS 4% - Bought
$PAGS 4% - Sold
$AMZN 3% - Bought
$PYPL 3% - Bought
$AIZ 3% - Sold
$RNR 3% - Bought
$LULU 2% - Bought
New: $CROX, $MRK, $W, $WRB
Sold all: $GS, $LDOS, $PG, $DHR, $HIG
Coatue Management
$PYPL 7% - Sold
$TSLA 7% - Bought
$RUN 6% - Bought
$DIS 6% - Bought
$ZM 6% - Sold
$SNOW 5% - New
$SQ 5% - Bought
$PLAN 4% - Bought
$NFLX 4% - Bought
$GPN 3% - Bought
New: $SNOW, $LB, $Z, $NUAN, $VSLR
Sold all: $BA, $HWM, $SFX, $NOW
$PYPL 7% - Sold
$TSLA 7% - Bought
$RUN 6% - Bought
$DIS 6% - Bought
$ZM 6% - Sold
$SNOW 5% - New
$SQ 5% - Bought
$PLAN 4% - Bought
$NFLX 4% - Bought
$GPN 3% - Bought
New: $SNOW, $LB, $Z, $NUAN, $VSLR
Sold all: $BA, $HWM, $SFX, $NOW
Viking Global
$MSFT 6% - Bought
$ADPT 6% - Sold
$FIS 4% - Bought
$AXP 4% - Bought
$CNC 4% - Bought
$BBIO 4%
$TMUS 3% - Bought
$JPM 3% - Bought
$AMZN 3% - Sold
$HLT 3% - Bought
New: $GOOGL, $RTX, $AMD, $TSM, $SNOW, $BILL, $AVB, $CSGP, $U
Sold all: $UBER, $PLAN, $LOW, $CRM, $JD
$MSFT 6% - Bought
$ADPT 6% - Sold
$FIS 4% - Bought
$AXP 4% - Bought
$CNC 4% - Bought
$BBIO 4%
$TMUS 3% - Bought
$JPM 3% - Bought
$AMZN 3% - Sold
$HLT 3% - Bought
New: $GOOGL, $RTX, $AMD, $TSM, $SNOW, $BILL, $AVB, $CSGP, $U
Sold all: $UBER, $PLAN, $LOW, $CRM, $JD
Lone Pine
$SHOP 8% - Bought
$FB 7% - Bought
$MSFT 6% - Bought
$UNH 5% - Bought
$COUP 5% - Bought
$PYPL 5% - Sold
$GPN 5% - Bought
$NFLX 5% - Bought
$AMZN 5% - Sold
$HUM 4% - Sold
New: $DOCU, $SQ, $TEAM, $STNE, $NUAN, $MELI, $BILL, $BEKE,
Sold all: $V, $ZM, $CRM, $CVNA, $CDAY
$SHOP 8% - Bought
$FB 7% - Bought
$MSFT 6% - Bought
$UNH 5% - Bought
$COUP 5% - Bought
$PYPL 5% - Sold
$GPN 5% - Bought
$NFLX 5% - Bought
$AMZN 5% - Sold
$HUM 4% - Sold
New: $DOCU, $SQ, $TEAM, $STNE, $NUAN, $MELI, $BILL, $BEKE,
Sold all: $V, $ZM, $CRM, $CVNA, $CDAY
Light Street Capital
$U 14% - New
$QQQ Put 13%
$SE 6% - Sold
$PRPL 3% - Bought
$GDRX 3% - Bought
$PTON 3% - Bought
$STNE 3% - Sold
$CZR 3% - New
$ZM 3% - Bought
$JD 3% - Sold
New: $U, $GDRX, $CZR, $NVTA, $TSLA, $TWCTU, $DOCU
Sold all: $SMAR, $GRUB, $FB, $MELI, $FIVN, $VNET
$U 14% - New
$QQQ Put 13%
$SE 6% - Sold
$PRPL 3% - Bought
$GDRX 3% - Bought
$PTON 3% - Bought
$STNE 3% - Sold
$CZR 3% - New
$ZM 3% - Bought
$JD 3% - Sold
New: $U, $GDRX, $CZR, $NVTA, $TSLA, $TWCTU, $DOCU
Sold all: $SMAR, $GRUB, $FB, $MELI, $FIVN, $VNET
Berkshire
$AAPL 48% - (3%) change in shares Q/Q
$BAC 11% - 9% change in shares Q/Q
$KO 9%
$AXP 7%
$KHC 4%
$MCO 3%
$USB 2%
$CHTR 1%
$DVA 1%
$WFC 1%
New: $BMY, $ABBV, $SNOW, $PFE, $MRK, $TMUS
Sold all: $COST
Also sold off lots of $JPM, $PNC, and $WFC
$AAPL 48% - (3%) change in shares Q/Q
$BAC 11% - 9% change in shares Q/Q
$KO 9%
$AXP 7%
$KHC 4%
$MCO 3%
$USB 2%
$CHTR 1%
$DVA 1%
$WFC 1%
New: $BMY, $ABBV, $SNOW, $PFE, $MRK, $TMUS
Sold all: $COST
Also sold off lots of $JPM, $PNC, and $WFC
Abdiel Capital
$FSLY 28%
$APPN 16%
$FND 12%
$ZM 10% - Sold 36%
$SHOP 8% - Sold 31%
$BILL 7% - Sold 20%
$AYX 7% - Sold 16%
$AAXN 6%
$SMAR 5%
$ZI 0.1%
Sold all: $WORK, $CVNA
$FSLY 28%
$APPN 16%
$FND 12%
$ZM 10% - Sold 36%
$SHOP 8% - Sold 31%
$BILL 7% - Sold 20%
$AYX 7% - Sold 16%
$AAXN 6%
$SMAR 5%
$ZI 0.1%
Sold all: $WORK, $CVNA
Alta Park Capital
$BABA 9% - Bought
$QQQ Put 8% - New
$BAND 6% - Sold
$PINS 5% - Bought
$QCOM 5% - New
$MELI 5% - Bought
$VG 4% - Bought
$SNAP 4% - Bought
$RNG 4% - Sold
$FIVN 4% - Sold
New: $QCOM, $ATVI, $PTON, $U, $NXPI, $SUMO
Sold all: $MA, $DDOG
$BABA 9% - Bought
$QQQ Put 8% - New
$BAND 6% - Sold
$PINS 5% - Bought
$QCOM 5% - New
$MELI 5% - Bought
$VG 4% - Bought
$SNAP 4% - Bought
$RNG 4% - Sold
$FIVN 4% - Sold
New: $QCOM, $ATVI, $PTON, $U, $NXPI, $SUMO
Sold all: $MA, $DDOG
Whale Rock Capital
$AMZN 7% - Bought
$SHOP 5% - Sold
$TSLA 5% - Sold
$ZM 5% - Sold
$JD 3% - Bought
$FSLY 3% - Sold
$PTON 3% - Bought
$CRWD 3% - Bought
$DDOG 3% - Sold
$SQ 3% - Sold
New: $PENN, $BEKE, $AMD, $BABA, $PINS, $TSM
Sold all: $GOOGL, $SMAR, $DOCU, $AAPL, $LRCX, $NET
$AMZN 7% - Bought
$SHOP 5% - Sold
$TSLA 5% - Sold
$ZM 5% - Sold
$JD 3% - Bought
$FSLY 3% - Sold
$PTON 3% - Bought
$CRWD 3% - Bought
$DDOG 3% - Sold
$SQ 3% - Sold
New: $PENN, $BEKE, $AMD, $BABA, $PINS, $TSM
Sold all: $GOOGL, $SMAR, $DOCU, $AAPL, $LRCX, $NET
Matrix Capital
$NFLX 13%
$CRM 9%
$ADPT 8% - Sold
$DIS 7% - Bought
$TDG 7%
$GPN 6% - Bought
$CRWD 5%
$QCOM 5% - Sold
$MU 5% - Sold
$ADAP 4%
New: $BIGC, $DT, $SILK, $U, $LRCX, $JAMF, $NET
Sold all: $Z, $COUP
$NFLX 13%
$CRM 9%
$ADPT 8% - Sold
$DIS 7% - Bought
$TDG 7%
$GPN 6% - Bought
$CRWD 5%
$QCOM 5% - Sold
$MU 5% - Sold
$ADAP 4%
New: $BIGC, $DT, $SILK, $U, $LRCX, $JAMF, $NET
Sold all: $Z, $COUP
Dragoneer
$SNOW 22% - New
$UBER 15% - Sold
$DDOG 10% - Sold
$DT 7% - Bought
$SQ 6%
$DCT 5% - New
$TWLO 4% - Sold
$BABA 4% - Sold
$ZI 3% - Bought
$CARG 3% - Bought
New: $JAMF, $GDRX, $SNOW, $BEKE, $U, $DCT, $NCNO, $XPEV
Sold all: $ARCE, $WUBA, $LVGO
$SNOW 22% - New
$UBER 15% - Sold
$DDOG 10% - Sold
$DT 7% - Bought
$SQ 6%
$DCT 5% - New
$TWLO 4% - Sold
$BABA 4% - Sold
$ZI 3% - Bought
$CARG 3% - Bought
New: $JAMF, $GDRX, $SNOW, $BEKE, $U, $DCT, $NCNO, $XPEV
Sold all: $ARCE, $WUBA, $LVGO
Melvin Capital
$FISV 5% - Bought
$BABA 5% - Bought
$EXPE 5% - Bought
$BKNG 4% - Bought
$LB 4% - Sold
$NOW 3% - Bought
$FISV Call 3% - Bought
$BABA Call 3% - Sold
$AAP 3% - Sold
$AMZN 3% - Sold
New: $MCD, $ALGN, $DDOG, $TJX,
Sold all: $CSGP, $YUM, $WEN, $TWLO, $CRM, $FIS
$FISV 5% - Bought
$BABA 5% - Bought
$EXPE 5% - Bought
$BKNG 4% - Bought
$LB 4% - Sold
$NOW 3% - Bought
$FISV Call 3% - Bought
$BABA Call 3% - Sold
$AAP 3% - Sold
$AMZN 3% - Sold
New: $MCD, $ALGN, $DDOG, $TJX,
Sold all: $CSGP, $YUM, $WEN, $TWLO, $CRM, $FIS
Maverick Capital
$FB 7% - Sold
$DD 6% - Bought
$HUM 5% - Sold
$MSFT 5% - Sold
$LRCX 5% - Big increase
$BABA 4% - Sold
$AMZN 4% - Sold
$GOOG 4$ - Sold
$CCK 3% - Sold
$NFLX 3% - Sold
New: $BX, $NKE, $GPN, $BECN, $GPRO, $DGNR.U, $OSH
Sold all: $MNTA, $BTI, $STNE, $STAY, $IRBT
$FB 7% - Sold
$DD 6% - Bought
$HUM 5% - Sold
$MSFT 5% - Sold
$LRCX 5% - Big increase
$BABA 4% - Sold
$AMZN 4% - Sold
$GOOG 4$ - Sold
$CCK 3% - Sold
$NFLX 3% - Sold
New: $BX, $NKE, $GPN, $BECN, $GPRO, $DGNR.U, $OSH
Sold all: $MNTA, $BTI, $STNE, $STAY, $IRBT
Worm Capital
$TSLA 37% - Small increase
$SPOT 23% - Increase
$AMZN 12% - Small trim
$SHOP 12% - Big increase
$SPOT Call 5% - Sold 98%
$NFLX 4%
$TWLO 2%
$BABA 2% - Small trim
$AVLR 1%
$CHWY 1%
$NEE 0.5%
Nothing new. Sold most of their puts since last quarter.
$TSLA 37% - Small increase
$SPOT 23% - Increase
$AMZN 12% - Small trim
$SHOP 12% - Big increase
$SPOT Call 5% - Sold 98%
$NFLX 4%
$TWLO 2%
$BABA 2% - Small trim
$AVLR 1%
$CHWY 1%
$NEE 0.5%
Nothing new. Sold most of their puts since last quarter.
Cat Rock Capital
$LBRDK 25%
$TDG 23% - Sold 4%
$MSFT 13%
$FB 13% - Added 5%
$SSNC 8% - Sold 51%
$PAYC 7%
$SMAR 5%
$GOOG 5% - Sold 17%
$SHSP 1%
$HHR 1% - Sold 74%
New: $PAYC, $SMAR
Sold all: $IBRK, $ZM, $BILL, $CRWD
Cat Rock also owns part of $TWKY.
$LBRDK 25%
$TDG 23% - Sold 4%
$MSFT 13%
$FB 13% - Added 5%
$SSNC 8% - Sold 51%
$PAYC 7%
$SMAR 5%
$GOOG 5% - Sold 17%
$SHSP 1%
$HHR 1% - Sold 74%
New: $PAYC, $SMAR
Sold all: $IBRK, $ZM, $BILL, $CRWD
Cat Rock also owns part of $TWKY.
Sylebra Capital
$ESTC 16% - trim
$PAGS 12%
$ENPH 11% - added 27%
$SGMS 9%
$CHGG 7%
$EGHT 6%
$EVBG 6%
$COUP 5% - sold 54%
$PI 4%
$AMD 4%
New: $AMD, $NOVA, $LULU, $CD, $ZM
Sold all: $SEDG, $TENB, $PDD, $EAT, $FIVN, $MSGN, $HUYA
$ESTC 16% - trim
$PAGS 12%
$ENPH 11% - added 27%
$SGMS 9%
$CHGG 7%
$EGHT 6%
$EVBG 6%
$COUP 5% - sold 54%
$PI 4%
$AMD 4%
New: $AMD, $NOVA, $LULU, $CD, $ZM
Sold all: $SEDG, $TENB, $PDD, $EAT, $FIVN, $MSGN, $HUYA
Tensile Capital
$AVLR 23%
$LAD 9%
$CCK 9%
$VVV 8%
$TTWO 8%
$EQIX 8%
$DKS 6% - sold 10%
$CSOD 5% - added 44%
$TLND 4% - added 19%
$BATRK 4%
New: $VERX
Sold all: $MATX
$AVLR 23%
$LAD 9%
$CCK 9%
$VVV 8%
$TTWO 8%
$EQIX 8%
$DKS 6% - sold 10%
$CSOD 5% - added 44%
$TLND 4% - added 19%
$BATRK 4%
New: $VERX
Sold all: $MATX
SRS Investment Management
$NFLX - sold 8%
$Z - sold 12%
$CAR
$PLNT - added 18%
$TWTR - added 137%
$MSFT
$ATUS - added 231%
$CTXS - sold 61%
$MGM - sold 34%
$DT
New: $DT, $FVRR, $SNOW, $BEKE, $NKE
Sold all: $SABR, $PINS, $EGHT
Sold most of $FB and $PANW
$NFLX - sold 8%
$Z - sold 12%
$CAR
$PLNT - added 18%
$TWTR - added 137%
$MSFT
$ATUS - added 231%
$CTXS - sold 61%
$MGM - sold 34%
$DT
New: $DT, $FVRR, $SNOW, $BEKE, $NKE
Sold all: $SABR, $PINS, $EGHT
Sold most of $FB and $PANW
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