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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 232 | $30.8B | +$4.78B | -$7.7B | -$2.91B | ORCL, MSFT, AMZN, SHOP, MA | 13F-HR | 11/12/2025, 09:16 AM |
| Q2 2025 | 240 | $32.6B | +$1.79B | -$3.91B | -$2.12B | AMZN, MSFT, ORCL, V, SHOP | 13F-HR | 8/13/2025, 12:36 PM |
| Q1 2025 | 117 | $31.8B | +$2.49B | -$5.24B | -$2.75B | AMZN, MSFT, V, ORCL, MA | 13F-HR | 5/12/2025, 04:38 PM |
| Q4 2024 | 124 | $37B | +$1.93B | -$5.51B | -$3.58B | AMZN, MSFT, GOOG, V, MA | 13F-HR | 2/10/2025, 04:20 PM |
| Q3 2024 | 118 | $38.7B | +$4.76B | -$7.18B | -$2.42B | AMZN, MSFT, GOOG, V, NOW | Restatement | 2/10/2025, 04:17 PM |
| Q2 2024 | 110 | $39.9B | +$1.9B | -$5.42B | -$3.52B | AMZN, MSFT, GOOG, V, NOW | 13F-HR | 8/12/2024, 11:15 AM |
| Q1 2024 | 104 | $43.3B | +$2.39B | -$4.13B | -$1.74B | AMZN, MSFT, GOOG, V, NFLX | 13F-HR | 5/10/2024, 02:25 PM |
| Q4 2023 | 107 | $40.6B | +$1.17B | -$2.65B | -$1.47B | AMZN, MSFT, NOW, GOOG, ADBE | Restatement | 5/10/2024, 02:23 PM |
| Q3 2023 | 99 | $38B | +$1.24B | -$2.21B | -$972M | AMZN, GOOG, NFLX, MSFT, NOW | 13F-HR | 11/13/2023, 09:18 AM |
| Q2 2023 | 100 | $40.3B | +$1.63B | -$3.19B | -$1.56B | AMZN, NFLX, MSFT, GOOG, NOW | 13F-HR | 8/11/2023, 10:20 AM |
| Q1 2023 | 94 | $37.9B | +$1.26B | -$2.37B | -$1.11B | AMZN, MSFT, NFLX, GOOG, CRM | 13F-HR | 5/11/2023, 03:19 PM |
| Q4 2022 | 93 | $34.2B | +$2.06B | -$4.09B | -$2.03B | AMZN, GOOG, MSFT, ADBE, NFLX | 13F-HR | 2/13/2023, 05:16 PM |
| Q3 2022 | 85 | $35.7B | +$4.73B | -$1.75B | +$2.98B | AMZN, GOOG, MSFT, ADBE, V | 13F-HR | 11/4/2022, 10:21 AM |
| Q2 2022 | 84 | $37.9B | +$4.24B | -$2.72B | +$1.52B | AMZN, GOOG, ADBE, V, MSFT | 13F-HR | 8/10/2022, 09:53 AM |
| Q1 2022 | 91 | $51.2B | +$4.48B | -$4.53B | -$51.7M | AMZN, GOOG, ADBE, MSFT, META | 13F-HR | 5/12/2022, 03:10 PM |
| Q4 2021 | 92 | $59.5B | +$4.1B | -$1.2B | +$2.9B | AMZN, GOOG, META, MSFT, ABT | 13F-HR | 2/11/2022, 09:41 AM |
| Q3 2021 | 91 | $54.5B | +$4.89B | -$3.71B | +$1.18B | META, GOOG, AMZN, ADBE, MSFT | 13F-HR | 11/10/2021, 04:44 PM |
| Q2 2021 | 81 | $52.2B | +$2.36B | -$507M | +$1.85B | META, MSFT, GOOG, ADBE, ABT | 13F-HR | 8/12/2021, 03:58 PM |
| Q1 2021 | 71 | $44.5B | +$4.56B | -$3.94B | +$614M | META, MSFT, GOOG, ADBE, ABT | 13F-HR | 5/12/2021, 10:55 AM |
| Q4 2020 | 72 | $43B | +$1.95B | -$73.9M | +$1.87B | MSFT, META, GOOG, ADBE, ABT | 13F-HR | 2/11/2021, 07:37 AM |
| Q3 2020 | 65 | $37.4B | +$3B | -$2.13B | +$869M | META, MSFT, ADBE, GOOG, ABT | 13F-HR | 11/12/2020, 01:08 PM |
| Q2 2020 | 63 | $33.1B | +$3.68B | -$240M | +$3.44B | MSFT, META, ADBE, GOOG, V | 13F-HR | 8/13/2020, 09:05 AM |
| Q1 2020 | 63 | $23.1B | +$2.94B | -$1.89B | +$1.05B | MSFT, META, GOOG, ADBE, ABT | 13F-HR | 5/11/2020, 04:47 PM |
| Q4 2019 | 62 | $25.4B | +$2.41B | -$1.05B | +$1.36B | MSFT, V, GOOG, META, ADBE | 13F-HR | 2/6/2020, 10:33 AM |
| Q3 2019 | 58 | $21.7B | +$1.31B | -$355M | +$953M | MSFT, META, V, GOOG, ADBE | 13F-HR | 11/12/2019, 12:50 PM |
| Q2 2019 | 56 | $20.6B | +$1.34B | -$954M | +$387M | MSFT, META, V, GOOG, ADBE | 13F-HR | 8/12/2019, 03:59 PM |
| Q1 2019 | 59 | $19.1B | +$1.89B | -$689M | +$1.2B | MSFT, V, META, GOOG, ADBE | 13F-HR | 5/13/2019, 03:59 PM |
| Q4 2018 | 58 | $15.3B | +$893M | -$717M | +$176M | MSFT, V, GOOG, ORLY, ADP | 13F-HR | 2/12/2019, 05:15 PM |
| Q3 2018 | 58 | $17.6B | +$1.15B | -$840M | +$315M | MSFT, V, GOOG, NKE, ADBE | 13F-HR | 11/13/2018, 09:31 AM |
| Q2 2018 | 59 | $15.6B | +$477M | -$328M | +$149M | ADBE, MSFT, GOOG, V, NKE | 13F-HR | 8/9/2018, 03:22 PM |
| Q1 2018 | 56 | $14.1B | +$1.78B | -$1.43B | +$349M | ADBE, GOOG, MSFT, V, NKE | 13F-HR | 5/11/2018, 05:06 PM |
| Q4 2017 | 53 | $13.5B | +$476M | -$115M | +$361M | ADBE, META, GOOG, V, ADP | 13F-HR | 2/9/2018, 03:16 PM |
| Q3 2017 | 35 | $12.4B | +$1.03B | -$539M | +$495M | META, ADBE, GOOG, V, CELG | 13F-HR | 11/13/2017, 04:41 PM |
| Q2 2017 | 29 | $11.4B | +$1.01B | -$986M | +$25.9M | V, META, ADBE, GOOG, REGN | 13F-HR | 8/10/2017, 10:08 AM |
| Q1 2017 | 26 | $10.7B | +$819M | -$14.8M | +$805M | V, META, GOOG, ADP, NKE | 13F-HR | 5/11/2017, 09:26 AM |
| Q4 2016 | 26 | $9.09B | +$1.18B | -$418M | +$758M | V, GOOG, ADP, META, SBUX | 13F-HR | 2/13/2017, 04:54 PM |
| Q3 2016 | 27 | $8.39B | +$404M | -$322M | +$82.6M | V, META, GOOG, NKE, PCLN | 13F-HR | 11/14/2016, 01:21 PM |
| Q2 2016 | 27 | $7.88B | +$990M | -$189M | +$801M | V, NKE, META, SBUX, GOOG | 13F-HR | 8/12/2016, 10:38 AM |
| Q1 2016 | 27 | $7.28B | +$958M | -$148M | +$810M | V, NKE, GOOG, SBUX, TJX | 13F-HR | 5/16/2016, 09:07 AM |
| Q4 2015 | 26 | $6.47B | +$1.45B | -$537M | +$915M | V, NKE, SBUX, GOOG, ABT | 13F-HR | 2/12/2016, 03:33 PM |
| Q3 2015 | 24 | $5.46B | +$392M | -$135M | +$258M | NKE, V, SBUX, GOOG, PCLN | 13F-HR | 11/16/2015, 08:48 AM |
| Q2 2015 | 24 | $5.16B | +$328M | -$219M | +$109M | V, NKE, ABT, SBUX, REGN | 13F-HR | 8/13/2015, 03:03 PM |
| Q1 2015 | 24 | $5.13B | +$710M | -$334M | +$377M | V, NKE, ABT, ORCL, SBUX | 13F-HR | 5/15/2015, 09:10 AM |
| Q4 2014 | 23 | $4.86B | +$332M | -$366M | -$34M | V, NKE, ABT, ORCL, TJX | 13F-HR | 2/17/2015, 01:23 PM |
| Q3 2014 | 22 | $4.45B | +$396M | -$618M | -$223M | AGN, V, NKE, ABT, ORCL | 13F-HR | 11/14/2014, 11:47 AM |
| Q2 2014 | 25 | $4.58B | +$670M | -$538M | +$131M | AGN, V, QCOM, ABT, ORCL | 13F-HR | 8/13/2014, 09:47 AM |
| Q1 2014 | 23 | $4.62B | +$386M | -$176M | +$210M | GOOGL, V, AGN, QCOM, ORCL | 13F-HR | 5/14/2014, 11:34 AM |
| Q4 2013 | 23 | $4.52B | $0 | $0 | GOOGL, V, QCOM, TROW, AGN | 13F-HR | 2/13/2014, 12:48 PM |