Q4 2021 |
18 |
$942M |
+$129M |
-$268M |
-$139M |
META, CRM, AGRO, SE, MA
|
13F-HR |
2/14/2022, 04:52 PM |
Q3 2021 |
17 |
$1.13B |
+$210M |
-$309M |
-$99.4M |
META, CRM, SE, AGRO, PANW
|
13F-HR |
11/15/2021, 04:20 PM |
Q2 2021 |
23 |
$1.26B |
+$425M |
-$326M |
+$99.1M |
META, AGRO, SE, CRM, MA
|
13F-HR |
8/16/2021, 05:15 PM |
Q1 2021 |
22 |
$1.07B |
+$308M |
-$601M |
-$293M |
META, AGRO, SE, MA, NKE
|
13F-HR |
5/17/2021, 02:59 PM |
Q4 2020 |
27 |
$1.31B |
+$449M |
-$314M |
+$135M |
MA, SNAP, SE, CRM, NKE
|
13F-HR |
2/12/2021, 02:58 PM |
Q3 2020 |
23 |
$1.07B |
+$64M |
-$363M |
-$299M |
AMZN, MA, CRM, NKE, SE
|
13F-HR |
11/16/2020, 04:03 PM |
Q2 2020 |
27 |
$1.22B |
+$126M |
-$151M |
-$25.3M |
AMZN, NFLX, MA, SNAP, CRM
|
13F-HR |
8/14/2020, 03:23 PM |
Q1 2020 |
23 |
$958M |
+$197M |
-$311M |
-$114M |
AMZN, NFLX, MA, NKE, CRM
|
13F-HR |
5/15/2020, 03:34 PM |
Q4 2019 |
26 |
$1.22B |
+$186M |
-$350M |
-$164M |
META, NFLX, MA, ZEN, AGRO
|
13F-HR |
2/14/2020, 04:12 PM |
Q3 2019 |
25 |
$1.25B |
+$130M |
-$165M |
-$35M |
NFLX, META, SNAP, MA, AMZN
|
13F-HR |
11/14/2019, 04:17 PM |
Q2 2019 |
32 |
$1.39B |
+$194M |
-$221M |
-$27M |
NFLX, META, ZEN, MA, SNAP
|
13F-HR |
8/14/2019, 04:02 PM |
Q1 2019 |
30 |
$1.33B |
+$220M |
-$145M |
+$75M |
NFLX, ZEN, CRM, META, AMZN
|
13F-HR |
5/16/2019, 12:06 PM |
Q4 2018 |
33 |
$1.06B |
+$293M |
-$353M |
-$60M |
NFLX, CRM, ZEN, AMZN, AGRO
|
13F-HR |
2/14/2019, 03:49 PM |
Q3 2018 |
29 |
$1.33B |
+$153M |
-$299M |
-$145M |
NFLX, MA, AMZN, ZEN, CRM
|
13F-HR |
11/14/2018, 04:01 PM |
Q2 2018 |
31 |
$1.39B |
+$264M |
-$133M |
+$131M |
NFLX, AMZN, MA, META, ZEN
|
13F-HR |
8/14/2018, 03:57 PM |
Q1 2018 |
20 |
$1.11B |
+$134M |
-$249M |
-$115M |
NFLX, MA, META, AMZN, ZEN
|
13F-HR |
5/15/2018, 03:21 PM |
Q4 2017 |
24 |
$1.12B |
+$109M |
-$238M |
-$130M |
NFLX, META, MA, AGRO, BMA
|
13F-HR |
2/14/2018, 06:13 PM |
Q3 2017 |
29 |
$1.2B |
+$44.5M |
-$89.2M |
-$44.7M |
NFLX, META, MA, AGRO, BMA
|
13F-HR |
11/14/2017, 04:20 PM |
Q2 2017 |
31 |
$1.13B |
+$81.7M |
-$74.8M |
+$6.89M |
META, NFLX, ALX, MA, AGRO
|
Restatement |
8/14/2017, 04:31 PM |
Q1 2017 |
29 |
$1.06B |
+$103M |
-$148M |
-$45.6M |
NFLX, META, ALX, MA, AGRO
|
13F-HR |
5/15/2017, 05:09 PM |
Q4 2016 |
30 |
$961M |
+$167M |
-$166M |
+$1.11M |
NFLX, META, ALX, AMZN, MA
|
13F-HR |
2/14/2017, 04:00 PM |
Q3 2016 |
26 |
$992M |
+$140M |
-$147M |
-$6.73M |
META, NFLX, ALX, AMZN, EQIX
|
13F-HR |
11/14/2016, 03:52 PM |
Q2 2016 |
31 |
$958M |
+$147M |
-$200M |
-$53M |
EQIX, NFLX, META, ALX, AMZN
|
13F-HR |
8/15/2016, 04:16 PM |
Q1 2016 |
35 |
$1.02B |
+$237M |
-$197M |
+$40.5M |
META, NFLX, EQIX, GOOG, GOOGL
|
13F-HR |
5/16/2016, 04:00 PM |
Q4 2015 |
34 |
$980M |
+$274M |
-$318M |
-$44.8M |
META, NFLX, GOOG, GOOGL, EQIX
|
13F-HR |
2/16/2016, 04:29 PM |
Q3 2015 |
35 |
$972M |
+$308M |
-$150M |
+$158M |
NFLX, META, GOOG, ALX, EQIX
|
13F-HR |
11/16/2015, 03:59 PM |
Q2 2015 |
32 |
$930M |
+$166M |
-$107M |
+$58.3M |
NFLX, META, MA, GOOG, ALX
|
13F-HR |
8/14/2015, 01:22 PM |
Q1 2015 |
34 |
$834M |
+$302M |
-$71.2M |
+$231M |
META, NFLX, ALX, FLT, GOOG
|
13F-HR |
5/15/2015, 04:56 PM |
Q4 2014 |
24 |
$574M |
+$187M |
-$230M |
-$42.5M |
META, FLT, ALX, MA, AAPL
|
13F-HR |
2/17/2015, 03:15 PM |
Q3 2014 |
30 |
$595M |
+$179M |
-$98.1M |
+$80.8M |
META, FLT, NFLX, ALX, DIS
|
13F-HR |
11/14/2014, 02:53 PM |
Q2 2014 |
26 |
$503M |
+$152M |
-$229M |
-$76.7M |
META, NFLX, TRIP, DIS, MA
|
13F-HR |
8/14/2014, 02:29 PM |
Q1 2014 |
26 |
$552M |
+$244M |
-$92.8M |
+$151M |
META, XLF, P, MA, NFLX
|
13F-HR |
5/15/2014, 03:05 PM |
Q4 2013 |
23 |
$424M |
$0 |
$0 |
|
META, AMZN, NFLX, ALX, MA
|
13F-HR |
2/14/2014, 02:39 PM |