Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|
Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q3 2024 | 8 | $1.6M | +$1.56M | -$1.26M | +$304K | MU, TNA, MTSI, IPX, DAO | 13F-HR | 11/14/2024, 04:02 PM |
Q2 2024 | 18 | $1.3M | +$1.14M | -$5.15M | -$4.01M | MPWR, Z, TSLL, TSLA, SPOT | 13F-HR | 8/14/2024, 04:06 PM |
Q1 2024 | 28 | $5.1M | +$2.1M | -$27.6M | -$25.5M | MU, NVDA, IWM, SPOT, AMBA | 13F-HR | 5/15/2024, 04:02 PM |
Q4 2023 | 55 | $25.8M | +$18.1M | -$9.57M | +$8.49M | NVDA, SNOW, MU, ULTA, ARM | 13F-HR | 2/14/2024, 04:15 PM |
Q3 2023 | 30 | $16M | +$5.28M | -$36.6M | -$31.3M | NVDA, QQQ, TSLA, AYX, MU | 13F-HR | 11/14/2023, 04:08 PM |
Q2 2023 | 54 | $47.5M | +$32.2M | -$8.01M | +$24.2M | NVDA, BIDU, MPWR, MDB, CFLT | 13F-HR | 8/14/2023, 03:31 PM |
Q1 2023 | 39 | $20.9M | +$20.2M | -$24.8M | -$4.62M | NVDA, SPOT, BIDU, MPWR, HUBS | 13F-HR | 5/12/2023, 06:00 PM |
Q4 2022 | 44 | $25.3M | +$24.4M | -$389K | +$24M | SPY, QQQ, SPLK, IWM, FIVE | 13F-HR | 2/14/2023, 02:24 PM |
Q3 2022 | 2 | $1.35M | +$389K | -$1.2M | -$814K | QQQ, WK | 13F-HR | 11/14/2022, 03:54 PM |
Q2 2022 | 1 | $2.27M | +$2.27M | -$899K | +$1.37M | QQQ | 13F-HR | 8/15/2022, 04:05 PM |
Q1 2022 | 3 | $899K | +$899K | -$505K | +$394K | SPLK, ZEN, WAVD | 13F-HR | 5/16/2022, 03:45 PM |
Q4 2021 | 1 | $505K | +$505K | -$161K | +$344K | META | 13F-HR | 2/14/2022, 04:33 PM |
Q3 2021 | 1 | $161K | $0 | -$8M | -$8M | SECO | 13F-HR | 11/15/2021, 04:26 PM |
Q2 2021 | 23 | $8.46M | +$6.65M | -$2.79M | +$3.86M | NVDA, SOHU, SECO, ANET, CMTL | 13F-HR | 8/16/2021, 03:49 PM |
Q1 2021 | 11 | $4.72M | +$3.25M | -$13.3M | -$10M | LGHL, SECO, LTRPA, SOHU, AMAT | 13F-HR | 5/17/2021, 04:53 PM |
Q4 2020 | 18 | $14.3M | +$8.53M | -$15.3M | -$6.82M | BIDU, UBER, AMBA, MTSI, ANET | 13F-HR | 2/16/2021, 04:05 PM |
Q3 2020 | 28 | $19.3M | +$16M | -$17.2M | -$1.16M | Z, MSTR, PINS, SDCCQ, RH | 13F-HR | 11/16/2020, 04:29 PM |
Q2 2020 | 35 | $17.9M | +$16.9M | -$5.4M | +$11.5M | NVDA, AVAV, WDAY, SPLK, MPWR | 13F-HR | 8/14/2020, 04:01 PM |
Q1 2020 | 6 | $6.19M | +$3.86M | -$53.6M | -$49.8M | AMZN, NFLX, NVDA, DOCU, BIDU | 13F-HR | 5/15/2020, 04:14 PM |
Q4 2019 | 62 | $55.8M | +$41.1M | -$18.9M | +$22.1M | BABA, Z, AMAT, NVDA, SPLK | 13F-HR | 2/14/2020, 03:16 PM |
Q3 2019 | 56 | $29.7M | +$19.9M | -$34.9M | -$15M | SPY, NVDA, KLAC, MTSI, SPLK | 13F-HR | 11/14/2019, 04:06 PM |
Q2 2019 | 78 | $45.5M | +$31.3M | -$35.6M | -$4.31M | Z, SPOT, SHAK, TREE, ADBE | 13F-HR | 8/14/2019, 04:03 PM |
Q1 2019 | 73 | $48.3M | +$47.3M | -$4.24M | +$43.1M | ZEN, BABA, AVLR, TLND, PAGS | 13F-HR | 5/15/2019, 04:12 PM |
Q4 2018 | 16 | $5.02M | +$3.07M | -$66.2M | -$63.1M | MLNX, TSLA, HDP, NTES, CLDR | 13F-HR | 2/14/2019, 03:53 PM |
Q3 2018 | 83 | $69.5M | +$53.6M | -$29.2M | +$24.4M | SPLK, CRM, TLND, TWLO, LULU | 13F-HR | 11/14/2018, 04:02 PM |
Q2 2018 | 45 | $43.1M | +$28.7M | -$14.5M | +$14.3M | PYPL, PANW, ZEN, LTRPA, MLNX | 13F-HR | 8/14/2018, 04:13 PM |
Q1 2018 | 20 | $25.1M | +$15.3M | -$18.1M | -$2.8M | PANW, ZEN, CRM, TWLO, WDAY | 13F-HR | 5/15/2018, 04:09 PM |
Q4 2017 | 27 | $26M | +$11.1M | -$93M | -$81.8M | GS, AAPL, MLNX, ZEN, CRM | 13F-HR | 2/14/2018, 05:54 PM |
Q3 2017 | 112 | $107M | +$65M | -$27.5M | +$37.5M | BIDU, CRM, PANW, SINA, WDAY | 13F-HR | 11/14/2017, 04:56 PM |
Q2 2017 | 57 | $65M | +$31.6M | -$71.4M | -$39.8M | Z, CRM, BABA, PANW, WDAY | 13F-HR | 8/14/2017, 04:49 PM |
Q1 2017 | 89 | $99.2M | +$76.1M | -$49.1M | +$27M | GS, CRM, BABA, MU, MOMO | 13F-HR | 5/15/2017, 05:00 PM |
Q4 2016 | 53 | $68.2M | +$44.5M | -$96.7M | -$52.2M | Z, NFLX, SHAK, MU, WDC | 13F-HR | 2/14/2017, 04:17 PM |
Q3 2016 | 71 | $120M | +$89.2M | -$13.3M | +$76M | BABA, GOOGL, META, AMAT, SINA | 13F-HR | 11/14/2016, 05:26 PM |
Q2 2016 | 40 | $38.4M | +$13M | -$74.1M | -$61M | BABA, CRM, META, AMAT, Z | 13F-HR | 8/15/2016, 04:08 PM |
Q1 2016 | 58 | $99.6M | +$66.7M | -$38.7M | +$28M | FEYE, PYPL, BABA, GOOGL, BIDU | 13F-HR | 5/16/2016, 04:04 PM |
Q4 2015 | 59 | $72.3M | +$63.3M | -$11.5M | +$51.8M | TSLA, ADBE, DATA, CRM, BIDU | 13F-HR | 2/16/2016, 04:33 PM |
Q3 2015 | 22 | $19.7M | +$13.6M | -$99.6M | -$86M | SPY, IMI, P, CRM, GOOGL | 13F-HR | 11/16/2015, 04:12 PM |
Q2 2015 | 48 | $116M | +$49.3M | -$122M | -$72.3M | SINA, GPRO, FEYE, MLNX, SPLK | 13F-HR | 8/14/2015, 04:10 PM |
Q1 2015 | 66 | $179M | +$117M | -$77.7M | +$39.7M | TWTR, AMZN, META, CRM, GRUB | 13F-HR | 5/15/2015, 04:05 PM |
Q4 2014 | 79 | $131M | +$88.5M | -$64.7M | +$23.8M | RUBI, TRAK, MLNX, AMZN, GPRO | 13F-HR | 2/17/2015, 04:14 PM |
Q3 2014 | 43 | $104M | +$39.3M | -$108M | -$68.5M | ARUN, META, PANW, RUBI, TWTR | 13F-HR | 11/14/2014, 04:05 PM |
Q2 2014 | 81 | $167M | +$144M | -$19.6M | +$124M | PANW, AMZN, ARUN, META, YELP | 13F-HR | 8/14/2014, 04:04 PM |
Q1 2014 | 16 | $43.8M | +$32.8M | -$33.5M | -$635K | MLNX, ARUN, INVN, MM, NVDA | 13F-HR | 5/15/2014, 04:00 PM |
Q4 2013 | 42 | $42.7M | $0 | $0 | PANW, ARUN, SINA, BIDU, GOOGL | 13F-HR | 2/14/2014, 04:00 PM |