2023-Q4

Company	Shares change	Shares owned end of quarter	Transaction type	Price range
Airbnb, Inc. US0090661010	+382	7.6K	BUY	$107.12–$135.22
Alphabet Inc. US02079K3059	-18K	29K	SELL	$114.96–$131.64
Amazon.com, Inc. US0231351067	-12K	56K	SELL	$112.82–$140.87
The Walt Disney Company US2546871060	-27K	31K	SELL	$75.06–$87.61
The Goldman Sachs Group, Inc. US38141G1040	-754	2.6K	SELL	$273.80–$349.00
Hyatt Hotels Corporation US4485791028	+729	23K	BUY	$93.96–$120.30
Las Vegas Sands Corp. US5178341070	+5.5K	23K	BUY	$41.37–$45.90
Mohawk Industries, Inc. US6081901042	+721	9.7K	BUY	$72.00–$96.50
Morgan Stanley US6174464486	-6.7K	6.3K	SELL	$66.07–$84.27
Netflix, Inc. US64110L1061	-12K	1.5K	SELL	$329.25–$450.55
The Charles Schwab Corporation US8085131055	+199	17K	BUY	$46.08–$65.15
Tesla, Inc. US88160R1014	-7.3K	487K	SELL	$185.74–$248.45
Wynn Resorts, Limited US9831341071	-17K	12K	SELL	$75.99–$88.33
Zillow Group, Inc. Class C US98954M2008	-43K	18K	SELL	$33.03–$53.22