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 |