| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|
Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 38 | $8.44B | +$1.68B | -$1.76B | -$79.4M | AMZN, AVGO, APP, CLS, META | 13F-HR | 2/14/2025, 04:00 PM |
| Q3 2024 | 36 | $7.13B | +$1.47B | -$1.52B | -$43.8M | AMZN, CLS, META, NVDA, GOOGL | 13F-HR | 11/14/2024, 04:07 PM |
| Q2 2024 | 39 | $7.05B | +$2.9B | -$2.17B | +$732M | NVDA, GOOGL, MSFT, AMZN, CLS | 13F-HR | 8/14/2024, 04:03 PM |
| Q1 2024 | 33 | $6.73B | +$1.99B | -$1.58B | +$406M | NVDA, AMZN, META, MSFT, NU | 13F-HR | 5/15/2024, 04:35 PM |
| Q4 2023 | 38 | $5.59B | +$1.83B | -$1.94B | -$107M | META, MSFT, AMZN, ESTC, DKNG | 13F-HR | 2/14/2024, 04:09 PM |
| Q3 2023 | 40 | $4.95B | +$852M | -$1.73B | -$874M | MSFT, META, NVDA, SPLK, DKNG | 13F-HR | 11/14/2023, 04:12 PM |
| Q2 2023 | 41 | $5.8B | +$1.55B | -$1.22B | +$324M | META, MSFT, NVDA, NFLX, HUBS | 13F-HR | 8/14/2023, 04:06 PM |
| Q1 2023 | 41 | $4.54B | +$2.07B | -$1.07B | +$1B | META, NVDA, NFLX, MSFT, WDAY | 13F-HR | 5/15/2023, 04:10 PM |
| Q4 2022 | 39 | $2.98B | +$935M | -$1.65B | -$715M | NFLX, WDAY, SPLK, ORCL, INTU | 13F-HR | 2/14/2023, 04:09 PM |
| Q3 2022 | 40 | $3.56B | +$1.27B | -$785M | +$487M | AMZN, MSFT, NFLX, MPWR, INTU | 13F-HR | 11/14/2022, 04:16 PM |
| Q2 2022 | 34 | $3.37B | +$1.1B | -$3.6B | -$2.51B | MSFT, MPWR, INTU, SPLK, AMZN | 13F-HR | 8/15/2022, 04:37 PM |
| Q1 2022 | 49 | $8.07B | +$3.79B | -$6.07B | -$2.27B | AMZN, GOOGL, CRWD, MSFT, MPWR | 13F-HR | 5/16/2022, 04:10 PM |
| Q4 2021 | 49 | $11.8B | +$2.04B | -$5.04B | -$3B | TSLA, GOOGL, BILL, SHOP, CRWD | 13F-HR | 2/14/2022, 04:21 PM |
| Q3 2021 | 69 | $15.2B | +$2.51B | -$2.2B | +$312M | BILL, GOOGL, TSLA, AMZN, CRWD | 13F-HR | 11/15/2021, 04:11 PM |
| Q2 2021 | 62 | $15.3B | +$5.28B | -$3.14B | +$2.15B | AMZN, SHOP, CRWD, BILL, GOOGL | Restatement | 9/24/2021, 05:22 PM |
| Q1 2021 | 49 | $12.2B | +$4.13B | -$6.6B | -$2.47B | AMZN, GOOGL, TSLA, BILL, W | 13F-HR | 5/17/2021, 04:15 PM |
| Q4 2020 | 52 | $15B | +$3.89B | -$6.31B | -$2.42B | TSLA, CRWD, PTON, SQ, FIVN | 13F-HR | 2/16/2021, 04:14 PM |
| Q3 2020 | 46 | $14.7B | +$3.61B | -$3.09B | +$516M | AMZN, SHOP, TSLA, ZM, JD | 13F-HR | 11/16/2020, 04:31 PM |
| Q2 2020 | 42 | $12.5B | +$2.71B | -$1.84B | +$864M | AMZN, SHOP, TSLA, FSLY, DOCU | 13F-HR | 8/14/2020, 05:01 PM |
| Q1 2020 | 49 | $7.34B | +$2.84B | -$901M | +$1.94B | AMZN, MSFT, TSLA, SHOP, ZM | 13F-HR | 5/15/2020, 04:23 PM |
| Q4 2019 | 40 | $5.89B | +$1.46B | -$1.51B | -$50.1M | COUP, MSFT, AMZN, SHOP, SMAR | 13F-HR | 2/14/2020, 01:04 PM |
| Q3 2019 | 39 | $5.41B | +$890M | -$846M | +$44.3M | COUP, AMZN, SHOP, META, AYX | 13F-HR | 11/14/2019, 04:30 PM |
| Q2 2019 | 43 | $5.74B | +$1.44B | -$1.55B | -$109M | COUP, AMZN, META, SMAR, SHOP | 13F-HR | 8/14/2019, 04:26 PM |
| Q1 2019 | 38 | $5.35B | +$1.94B | -$689M | +$1.25B | MDB, AMZN, COUP, DAY, NFLX | 13F-HR | 5/15/2019, 04:30 PM |
| Q4 2018 | 28 | $3.09B | +$421M | -$1.13B | -$709M | AMZN, TWLO, MDB, NFLX, CRM | 13F-HR | 2/14/2019, 04:40 PM |
| Q3 2018 | 35 | $4.49B | +$1.25B | -$744M | +$510M | AMZN, MDB, NFLX, SQ, SHOP | 13F-HR | 11/14/2018, 04:47 PM |
| Q2 2018 | 33 | $3.5B | +$1.16B | -$921M | +$241M | AMZN, NFLX, META, SHOP, MDB | 13F-HR | 8/14/2018, 05:23 PM |
| Q1 2018 | 30 | $2.94B | +$1B | -$474M | +$529M | AMZN, NFLX, SHOP, SQ, META | 13F-HR | 5/15/2018, 04:43 PM |
| Q4 2017 | 28 | $2.13B | +$552M | -$423M | +$130M | AMZN, SHOP, BABA, META, GOOGL | 13F-HR | 2/14/2018, 05:24 PM |
| Q3 2017 | 32 | $1.9B | +$580M | -$227M | +$354M | AMZN, SHOP, BABA, META, LNW | Restatement | 11/15/2017, 09:53 AM |
| Q2 2017 | 28 | $1.43B | +$390M | -$539M | -$148M | AMZN, BABA, ELLI, SHOP, GOOGL | Restatement | 8/14/2017, 06:26 PM |
| Q1 2017 | 25 | $1.47B | +$361M | -$312M | +$49.4M | AMZN, ELLI, NTES, META, NFLX | 13F-HR | 5/15/2017, 05:05 PM |
| Q4 2016 | 29 | $1.2B | +$195M | -$228M | -$33.1M | AMZN, ELLI, GOOGL, META, NTES | 13F-HR | 2/14/2017, 05:23 PM |
| Q3 2016 | 30 | $1.31B | +$282M | -$369M | -$87.3M | AMZN, ELLI, GOOGL, ZEN, META | 13F-HR | 11/14/2016, 05:17 PM |
| Q2 2016 | 31 | $1.2B | +$328M | -$255M | +$72.9M | AMZN, ELLI, ZEN, SYMC, META | 13F-HR | 8/15/2016, 04:58 PM |
| Q1 2016 | 35 | $1.08B | +$328M | -$431M | -$102M | AMZN, ZEN, ELLI, META, MSFT | 13F-HR | 5/16/2016, 05:13 PM |
| Q4 2015 | 33 | $1.2B | +$307M | -$262M | +$45M | AMZN, NTES, ZEN, ELLI, META | 13F-HR | 2/16/2016, 05:33 PM |
| Q3 2015 | 36 | $1.01B | +$303M | -$313M | -$9.22M | NTES, ELLI, AMZN, ADI, AAPL | 13F-HR | 11/16/2015, 04:29 PM |
| Q2 2015 | 34 | $1.1B | +$335M | -$265M | +$70.1M | NTES, ELLI, ADI, META, AMZN | 13F-HR | 8/14/2015, 04:37 PM |
| Q1 2015 | 29 | $947M | +$493M | -$470M | +$23.3M | AAPL, META, QRVO, ELLI, INFN | 13F-HR | 5/15/2015, 06:19 PM |
| Q4 2014 | 27 | $875M | +$248M | -$156M | +$92.1M | RFMD, IMPV, INFN, ZEN, MSFT | 13F-HR | 2/17/2015, 07:03 PM |
| Q3 2014 | 24 | $733M | +$236M | -$293M | -$57.1M | MSFT, RFMD, LRCX, TXTR, AAPL | 13F-HR | 11/14/2014, 04:42 PM |
| Q2 2014 | 28 | $769M | +$408M | -$187M | +$221M | QIHU, PCLN, AAPL, TRIP, MU | 13F-HR | 8/14/2014, 04:35 PM |
| Q1 2014 | 24 | $560M | +$139M | -$166M | -$27.3M | QIHU, YHOO, GOOGL, AMZN, MSFT | 13F-HR | 5/15/2014, 04:15 PM |
| Q4 2013 | 23 | $568M | $0 | $0 | YHOO, QIHU, AMZN, GOOGL, PCLN | 13F-HR | 2/14/2014, 05:07 PM |