Q2 2024 |
24 |
$12.3B |
+$1.86B |
-$2.78B |
-$920M |
TSM, MSFT, AMZN, META, PM
|
13F-HR |
8/14/2024, 04:34 PM |
Q1 2024 |
26 |
$12.7B |
+$2.38B |
-$3B |
-$617M |
META, TSM, MSFT, AMZN, CRM
|
13F-HR |
5/15/2024, 04:30 PM |
Q4 2023 |
25 |
$11.6B |
+$1.68B |
-$2.23B |
-$549M |
META, AMZN, TSM, MSFT, CRM
|
13F-HR |
2/14/2024, 04:38 PM |
Q3 2023 |
26 |
$10.4B |
+$2.34B |
-$2.5B |
-$161M |
META, AMZN, MA, TSM, MSFT
|
13F-HR |
11/14/2023, 04:30 PM |
Q2 2023 |
29 |
$10.9B |
+$952M |
-$1.77B |
-$818M |
MSFT, TSM, AMZN, BBWI, RH
|
13F-HR |
8/14/2023, 04:30 PM |
Q1 2023 |
29 |
$10.8B |
+$1.29B |
-$2.01B |
-$720M |
WDAY, MSFT, TSM, BBWI, AMZN
|
13F-HR |
5/15/2023, 04:00 PM |
Q4 2022 |
30 |
$10.5B |
+$1.58B |
-$2.35B |
-$771M |
BBWI, MSFT, AMZN, WDAY, TSM
|
13F-HR |
2/14/2023, 12:30 PM |
Q3 2022 |
30 |
$10.6B |
+$1.93B |
-$2.21B |
-$280M |
WDAY, AMZN, PYPL, BBWI, MSFT
|
13F-HR |
11/14/2022, 04:03 PM |
Q2 2022 |
29 |
$10.6B |
+$3.7B |
-$4.99B |
-$1.29B |
AMZN, MSFT, META, TSM, WDAY
|
13F-HR |
8/15/2022, 04:15 PM |
Q1 2022 |
29 |
$16.8B |
+$3.82B |
-$7.47B |
-$3.65B |
MSFT, AMZN, WDAY, NOW, BBWI
|
13F-HR |
5/16/2022, 04:05 PM |
Q4 2021 |
29 |
$24.4B |
+$6.5B |
-$11B |
-$4.53B |
AMZN, SHOP, MA, BBWI, WDAY
|
13F-HR |
2/14/2022, 04:17 PM |
Q3 2021 |
39 |
$29.7B |
+$5.06B |
-$6.44B |
-$1.39B |
SHOP, SNAP, DASH, BBWI, NOW
|
13F-HR |
11/15/2021, 04:00 PM |
Q2 2021 |
35 |
$31B |
+$6.61B |
-$6.49B |
+$113M |
SHOP, LB, META, AMZN, SNAP
|
Restatement |
11/15/2021, 04:00 PM |
Q1 2021 |
38 |
$27.5B |
+$5.28B |
-$4.86B |
+$416M |
SHOP, MSFT, META, LB, AMZN
|
13F-HR |
5/17/2021, 06:38 PM |
Q4 2020 |
41 |
$27.5B |
+$6.74B |
-$5.61B |
+$1.13B |
SHOP, COUP, MSFT, GPN, NFLX
|
13F-HR |
2/16/2021, 03:58 PM |
Q3 2020 |
32 |
$23.3B |
+$6.81B |
-$5.02B |
+$1.8B |
SHOP, META, MSFT, UNH, COUP
|
Restatement |
2/16/2021, 03:48 PM |
Q2 2020 |
28 |
$19.5B |
+$5.28B |
-$7.41B |
-$2.13B |
SHOP, PYPL, MSFT, AMZN, META
|
13F-HR |
8/14/2020, 04:18 PM |
Q1 2020 |
38 |
$16.4B |
+$4.08B |
-$4.86B |
-$776M |
BABA, UNH, AMZN, MSFT, NFLX
|
13F-HR |
5/15/2020, 04:07 PM |
Q4 2019 |
41 |
$18.7B |
+$3.41B |
-$4.11B |
-$701M |
BABA, UNH, AMZN, ADBE, NFLX
|
13F-HR |
2/14/2020, 04:23 PM |
Q3 2019 |
37 |
$17B |
+$4.4B |
-$3.11B |
+$1.29B |
BABA, AMZN, UNH, ADBE, MSFT
|
13F-HR |
11/14/2019, 04:16 PM |
Q2 2019 |
31 |
$16.1B |
+$2.88B |
-$4.89B |
-$2B |
ADBE, BABA, IQV, MSFT, UNH
|
13F-HR |
8/14/2019, 04:07 PM |
Q1 2019 |
29 |
$17.1B |
+$2.49B |
-$2.98B |
-$491M |
ADBE, AMZN, IQV, MSFT, BABA
|
13F-HR |
5/15/2019, 04:25 PM |
Q4 2018 |
25 |
$14.8B |
+$3.61B |
-$5.5B |
-$1.88B |
ADBE, AMZN, MSFT, IQV, UNH
|
13F-HR |
2/14/2019, 04:32 PM |
Q3 2018 |
25 |
$19.4B |
+$3.36B |
-$3.88B |
-$521M |
BABA, MSFT, ADBE, ATVI, IQV
|
13F-HR |
11/14/2018, 04:09 PM |
Q2 2018 |
28 |
$18.9B |
+$2.06B |
-$4.24B |
-$2.17B |
MSFT, BABA, ATVI, ADBE, BKNG
|
13F-HR |
8/14/2018, 04:23 PM |
Q1 2018 |
30 |
$19.7B |
+$4.81B |
-$5.18B |
-$369M |
META, ADBE, STZ, MSFT, BABA
|
13F-HR |
5/15/2018, 04:04 PM |
Q4 2017 |
31 |
$19.2B |
+$5.97B |
-$7.92B |
-$1.96B |
STZ, BABA, ATVI, ADBE, IQV
|
13F-HR |
2/14/2018, 04:39 PM |
Q3 2017 |
30 |
$20.3B |
+$4.94B |
-$5.54B |
-$604M |
BABA, STZ, CHTR, ATVI, CMCSA
|
13F-HR |
11/14/2017, 04:15 PM |
Q2 2017 |
33 |
$19.7B |
+$6.16B |
-$6.63B |
-$469M |
BABA, CHTR, STZ, ATVI, AVGO
|
13F-HR |
8/14/2017, 04:38 PM |
Q1 2017 |
34 |
$19B |
+$5.22B |
-$7.33B |
-$2.11B |
CHTR, ATVI, STZ, AVGO, NKE
|
13F-HR |
5/15/2017, 04:12 PM |
Q4 2016 |
38 |
$19.1B |
+$3.7B |
-$5.77B |
-$2.07B |
CHTR, STZ, AMZN, MSFT, ATVI
|
13F-HR |
2/14/2017, 04:18 PM |
Q3 2016 |
37 |
$22.4B |
+$6.26B |
-$6.69B |
-$432M |
CHTR, DLTR, EBAY, AMZN, STZ
|
13F-HR |
11/14/2016, 04:29 PM |
Q2 2016 |
35 |
$21.6B |
+$5.45B |
-$4.27B |
+$1.18B |
PCLN, DLTR, META, AMZN, STZ
|
13F-HR |
8/15/2016, 04:55 PM |
Q1 2016 |
37 |
$19.7B |
+$2.85B |
-$5.57B |
-$2.72B |
MSFT, META, AMZN, PCLN, DLTR
|
13F-HR |
5/16/2016, 04:12 PM |
Q4 2015 |
40 |
$22.4B |
+$4.63B |
-$5.29B |
-$660M |
MSFT, AMZN, PCLN, META, DLTR
|
13F-HR |
2/16/2016, 04:03 PM |
Q3 2015 |
43 |
$22.4B |
+$6.1B |
-$4.74B |
+$1.36B |
VRX, PCLN, CHTR, JD, MSFT
|
13F-HR |
11/16/2015, 04:34 PM |
Q2 2015 |
46 |
$22.5B |
+$4.19B |
-$5.88B |
-$1.69B |
JD, PCLN, ILMN, VRX, MSFT
|
13F-HR |
8/14/2015, 04:34 PM |
Q1 2015 |
46 |
$23.4B |
+$7.4B |
-$8.25B |
-$847M |
PCLN, JD, MA, VRX, BIDU
|
13F-HR |
5/15/2015, 04:17 PM |
Q4 2014 |
43 |
$23.4B |
+$6.18B |
-$8.88B |
-$2.7B |
MA, BIDU, PCLN, VRX, META
|
13F-HR |
2/17/2015, 04:56 PM |
Q3 2014 |
42 |
$25B |
+$5.09B |
-$4.66B |
+$423M |
BIDU, VRX, KORS, MA, MSFT
|
13F-HR |
11/14/2014, 04:37 PM |
Q2 2014 |
46 |
$24B |
+$5.49B |
-$4.08B |
+$1.41B |
BIDU, CTSH, VRX, MSFT, MHFI
|
13F-HR |
8/14/2014, 04:28 PM |
Q1 2014 |
47 |
$22.3B |
+$8.19B |
-$6.09B |
+$2.1B |
CTSH, BIDU, VRX, MSFT, LBTYK
|
13F-HR |
5/15/2014, 04:31 PM |
Q4 2013 |
46 |
$21.9B |
$0 |
$0 |
|
DG, CTSH, PCLN, BIDU, MSFT
|
13F-HR |
2/14/2014, 04:37 PM |