Q3 2024 |
90 |
$236M |
+$154M |
-$152M |
+$1.83M |
NVDA, META, TSLA, DASH, AMD
|
13F-HR |
11/12/2024, 12:43 PM |
Q2 2024 |
87 |
$247M |
+$162M |
-$164M |
-$1.26M |
NVDA, AMZN, AVGO, ANET, LLY
|
13F-HR |
8/13/2024, 12:31 PM |
Q1 2024 |
89 |
$250M |
+$176M |
-$176M |
-$608K |
NVDA, AMZN, META, DKNG, DASH
|
13F-HR |
5/13/2024, 03:38 PM |
Q4 2023 |
81 |
$221M |
+$79M |
-$103M |
-$23.6M |
NVDA, TSLA, NET, SQ, AMZN
|
13F-HR |
2/14/2024, 09:28 AM |
Q3 2023 |
84 |
$204M |
+$52.9M |
-$83.1M |
-$30.2M |
NVDA, TSLA, TTD, MDB, DKNG
|
13F-HR |
11/13/2023, 03:34 PM |
Q2 2023 |
88 |
$243M |
+$86M |
-$114M |
-$27.9M |
TSLA, NVDA, TTD, MDB, SHOP
|
13F-HR |
8/14/2023, 02:41 PM |
Q1 2023 |
94 |
$223M |
+$94.1M |
-$106M |
-$11.6M |
TSLA, NET, NVDA, META, ROKU
|
13F-HR |
5/12/2023, 09:40 AM |
Q4 2022 |
87 |
$188M |
+$53M |
-$74.8M |
-$21.8M |
MDB, TTD, SNOW, TSLA, DDOG
|
13F-HR |
2/13/2023, 03:37 PM |
Q3 2022 |
68 |
$249M |
+$39.4M |
-$74.4M |
-$35M |
TSLA, SNOW, NET, TTD, DDOG
|
13F-HR |
11/14/2022, 10:16 AM |
Q2 2022 |
87 |
$260M |
$0 |
$0 |
|
TSLA, SNOW, MDB, DDOG, NET
|
13F-HR |
8/11/2022, 11:54 AM |
Q1 2022 |
76 |
$490M |
+$162M |
-$211M |
-$48.1M |
TSLA, MDB, SQ, NET, PANW
|
13F-HR |
5/13/2022, 03:44 PM |
Q4 2021 |
77 |
$748M |
+$282M |
-$304M |
-$22.3M |
TSLA, MRVL, ZS, ANET, FTNT
|
13F-HR |
2/14/2022, 12:14 PM |
Q3 2021 |
83 |
$745M |
+$378M |
-$437M |
-$58.3M |
TSLA, SE, MDB, HUBS, DDOG
|
13F-HR |
11/12/2021, 10:48 AM |
Q2 2021 |
85 |
$854M |
+$423M |
-$397M |
+$25.6M |
ROKU, SHOP, PYPL, SQ, TSLA
|
13F-HR |
8/13/2021, 01:07 PM |
Q1 2021 |
78 |
$876M |
+$461M |
-$434M |
+$27.2M |
TSLA, AMAT, NVDA, DKNG, PYPL
|
13F-HR |
5/14/2021, 01:13 PM |
Q4 2020 |
71 |
$941M |
+$401M |
-$352M |
+$49.3M |
AAPL, TSLA, SQ, CRWD, ROKU
|
13F-HR |
2/12/2021, 03:13 PM |
Q3 2020 |
66 |
$707M |
+$403M |
-$294M |
+$109M |
MA, AMZN, SQ, NVDA, TSLA
|
13F-HR |
11/13/2020, 12:49 PM |
Q2 2020 |
56 |
$551M |
+$221M |
-$133M |
+$88.5M |
AMZN, AAPL, MSFT, TSLA, SHOP
|
13F-HR |
8/13/2020, 03:48 PM |
Q1 2020 |
44 |
$337M |
+$162M |
-$121M |
+$41.3M |
MSFT, AMZN, NVDA, AMD, LRCX
|
13F-HR |
5/13/2020, 03:25 PM |
Q4 2019 |
46 |
$304M |
+$153M |
-$136M |
+$17.3M |
MSFT, RNG, AMAT, NVDA, MRVL
|
13F-HR |
2/12/2020, 03:48 PM |
Q3 2019 |
44 |
$301M |
+$171M |
-$168M |
+$3.66M |
MA, AAPL, MSFT, BABA, LRCX
|
13F-HR |
11/13/2019, 12:16 PM |
Q2 2019 |
42 |
$293M |
+$135M |
-$67.9M |
+$66.9M |
META, MA, TWLO, ADBE, AMZN
|
13F-HR |
8/13/2019, 12:05 PM |
Q1 2019 |
34 |
$232M |
+$112M |
-$63.4M |
+$48.6M |
AMZN, MSFT, TWLO, ANET, NOW
|
13F-HR |
5/13/2019, 03:34 PM |
Q4 2018 |
25 |
$150M |
+$53.2M |
-$75.3M |
-$22.1M |
AMZN, TWLO, MSFT, PANW, CRM
|
13F-HR |
2/8/2019, 04:17 PM |
Q3 2018 |
30 |
$203M |
+$86.1M |
-$36.3M |
+$49.8M |
AMZN, CRM, SQ, MSFT, NFLX
|
13F-HR |
11/14/2018, 09:42 AM |
Q2 2018 |
29 |
$155M |
+$73.4M |
-$38.6M |
+$34.7M |
AMZN, META, CRM, MSFT, NFLX
|
13F-HR |
8/10/2018, 03:39 PM |
Q1 2018 |
25 |
$112M |
$0 |
$0 |
|
AMZN, MSFT, BABA, NOW, NFLX
|
13F-HR |
5/10/2018, 01:56 PM |