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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2021 | 18 | $941,932,000 | +$128,849,934 | -$268,245,490 | -$139,395,556 | META, CRM, AGRO, SE, MA | 13F-HR | 14 Feb 2022, 16:52 |
| Q3 2021 | 17 | $1,131,146,000 | +$209,914,561 | -$309,280,137 | -$99,365,576 | META, CRM, SE, AGRO, PANW | 13F-HR | 15 Nov 2021, 16:20 |
| Q2 2021 | 23 | $1,263,351,000 | +$425,320,461 | -$326,216,000 | +$99,104,461 | META, AGRO, SE, CRM, MA | 13F-HR | 16 Aug 2021, 17:15 |
| Q1 2021 | 22 | $1,071,996,000 | +$307,994,633 | -$600,618,623 | -$292,623,990 | META, AGRO, SE, MA, NKE | 13F-HR | 17 May 2021, 14:59 |
| Q4 2020 | 27 | $1,311,194,000 | +$448,858,270 | -$313,576,812 | +$135,281,458 | MA, SNAP, SE, CRM, NKE | 13F-HR | 12 Feb 2021, 14:58 |
| Q3 2020 | 23 | $1,068,055,000 | +$63,993,395 | -$363,184,670 | -$299,191,275 | AMZN, MA, CRM, NKE, SE | 13F-HR | 16 Nov 2020, 16:03 |
| Q2 2020 | 27 | $1,218,391,000 | +$125,603,232 | -$150,855,281 | -$25,252,049 | AMZN, NFLX, MA, SNAP, CRM | 13F-HR | 14 Aug 2020, 15:23 |
| Q1 2020 | 23 | $957,683,000 | +$197,193,357 | -$311,307,870 | -$114,114,513 | AMZN, NFLX, MA, NKE, CRM | 13F-HR | 15 May 2020, 15:34 |
| Q4 2019 | 26 | $1,218,961,000 | +$186,468,214 | -$350,392,086 | -$163,923,872 | META, NFLX, MA, ZEN, AGRO | 13F-HR | 14 Feb 2020, 16:12 |
| Q3 2019 | 25 | $1,248,754,000 | +$129,920,854 | -$164,918,041 | -$34,997,187 | NFLX, META, SNAP, MA, AMZN | 13F-HR | 14 Nov 2019, 16:17 |
| Q2 2019 | 32 | $1,389,357,000 | +$194,408,274 | -$221,382,867 | -$26,974,593 | NFLX, META, ZEN, MA, SNAP | 13F-HR | 14 Aug 2019, 16:02 |
| Q1 2019 | 30 | $1,327,721,000 | +$220,273,136 | -$145,229,200 | +$75,043,936 | NFLX, ZEN, CRM, META, AMZN | 13F-HR | 16 May 2019, 12:06 |
| Q4 2018 | 33 | $1,063,084,000 | +$292,651,384 | -$352,634,558 | -$59,983,174 | NFLX, CRM, ZEN, AMZN, AGRO | 13F-HR | 14 Feb 2019, 15:49 |
| Q3 2018 | 29 | $1,333,020,000 | +$153,407,065 | -$298,584,742 | -$145,177,677 | NFLX, MA, AMZN, ZEN, CRM | 13F-HR | 14 Nov 2018, 16:01 |
| Q2 2018 | 31 | $1,389,255,000 | +$264,492,598 | -$133,427,188 | +$131,065,410 | NFLX, AMZN, MA, META, ZEN | 13F-HR | 14 Aug 2018, 15:57 |
| Q1 2018 | 20 | $1,108,423,000 | +$134,355,918 | -$249,362,846 | -$115,006,928 | NFLX, MA, META, AMZN, ZEN | 13F-HR | 15 May 2018, 15:21 |
| Q4 2017 | 24 | $1,115,599,000 | +$108,509,450 | -$238,349,408 | -$129,839,958 | NFLX, META, MA, AGRO, BMA | 13F-HR | 14 Feb 2018, 18:13 |
| Q3 2017 | 29 | $1,199,018,000 | +$44,519,412 | -$89,208,218 | -$44,688,806 | NFLX, META, MA, AGRO, BMA | 13F-HR | 14 Nov 2017, 16:20 |
| Q2 2017 | 31 | $1,125,455,000 | +$81,656,930 | -$74,763,948 | +$6,892,982 | META, NFLX, ALX, MA, AGRO | Restatement | 14 Aug 2017, 16:31 |
| Q1 2017 | 29 | $1,057,575,000 | +$102,889,894 | -$148,487,975 | -$45,598,081 | NFLX, META, ALX, MA, AGRO | 13F-HR | 15 May 2017, 17:09 |
| Q4 2016 | 30 | $961,428,000 | +$167,229,862 | -$166,116,082 | +$1,113,780 | NFLX, META, ALX, AMZN, MA | 13F-HR | 14 Feb 2017, 16:00 |
| Q3 2016 | 26 | $991,577,000 | +$139,977,889 | -$146,705,813 | -$6,727,924 | META, NFLX, ALX, AMZN, EQIX | 13F-HR | 14 Nov 2016, 15:52 |
| Q2 2016 | 31 | $958,458,000 | +$146,702,678 | -$199,663,411 | -$52,960,733 | EQIX, NFLX, META, ALX, AMZN | 13F-HR | 15 Aug 2016, 16:16 |
| Q1 2016 | 35 | $1,018,659,000 | +$237,363,971 | -$196,866,515 | +$40,497,456 | META, NFLX, EQIX, GOOG, GOOGL | 13F-HR | 16 May 2016, 16:00 |
| Q4 2015 | 34 | $980,177,000 | +$273,502,804 | -$318,292,338 | -$44,789,534 | META, NFLX, GOOG, GOOGL, EQIX | 13F-HR | 16 Feb 2016, 16:29 |
| Q3 2015 | 35 | $972,093,000 | +$308,010,568 | -$149,946,733 | +$158,063,835 | NFLX, META, GOOG, ALX, EQIX | 13F-HR | 16 Nov 2015, 15:59 |
| Q2 2015 | 32 | $930,439,000 | +$165,729,613 | -$107,465,379 | +$58,264,234 | NFLX, META, MA, GOOG, ALX | 13F-HR | 14 Aug 2015, 13:22 |
| Q1 2015 | 34 | $833,542,000 | +$302,052,486 | -$71,171,586 | +$230,880,900 | META, NFLX, ALX, FLT, GOOG | 13F-HR | 15 May 2015, 16:56 |
| Q4 2014 | 24 | $573,662,000 | +$187,115,737 | -$229,582,500 | -$42,466,763 | META, FLT, ALX, MA, AAPL | 13F-HR | 17 Feb 2015, 15:15 |
| Q3 2014 | 30 | $594,732,000 | +$178,981,010 | -$98,133,506 | +$80,847,504 | META, FLT, NFLX, ALX, DIS | 13F-HR | 14 Nov 2014, 14:53 |
| Q2 2014 | 26 | $503,359,000 | +$152,258,800 | -$228,974,199 | -$76,715,399 | META, NFLX, TRIP, DIS, MA | 13F-HR | 14 Aug 2014, 14:29 |
| Q1 2014 | 26 | $551,843,000 | +$244,142,902 | -$92,791,833 | +$151,351,069 | META, XLF, P, MA, NFLX | 13F-HR | 15 May 2014, 15:05 |
| Q4 2013 | 23 | $424,200,000 | $0 | $0 | $0 | META, AMZN, NFLX, ALX, MA | 13F-HR | 14 Feb 2014, 14:39 |