Q3 2024 |
23 |
$732M |
+$131M |
-$294M |
-$163M |
CART, CORZ, MSFT, TKO, AVGO
|
13F-HR |
11/14/2024, 11:14 AM |
Q2 2024 |
24 |
$848M |
+$192M |
-$158M |
+$34.5M |
CART, MSFT, TKO, AMZN, CORZ
|
13F-HR |
8/14/2024, 11:40 AM |
Q1 2024 |
24 |
$849M |
+$137M |
-$278M |
-$141M |
CART, MSFT, CRM, AMZN, AMD
|
13F-HR |
5/15/2024, 12:29 PM |
Q4 2023 |
20 |
$802M |
+$44.3M |
-$137M |
-$92.5M |
CART, MSFT, CRM, TTWO, CRWD
|
13F-HR |
2/13/2024, 12:46 PM |
Q3 2023 |
25 |
$836M |
+$331M |
-$167M |
+$164M |
CART, MSFT, TTWO, AMZN, CRM
|
13F-HR |
11/14/2023, 02:10 PM |
Q2 2023 |
24 |
$702M |
+$151M |
-$105M |
+$46.4M |
MSFT, CRM, AMZN, PANW, WWE
|
13F-HR |
8/14/2023, 02:31 PM |
Q1 2023 |
21 |
$575M |
+$264M |
-$180M |
+$84.5M |
EDR, CRM, MSFT, PANW, AMZN
|
13F-HR |
5/15/2023, 12:12 PM |
Q4 2022 |
16 |
$418M |
+$20.2M |
-$126M |
-$106M |
EDR, GOOG, CHGG, NFLX, UBER
|
13F-HR |
2/13/2023, 12:44 PM |
Q3 2022 |
21 |
$549M |
+$85.2M |
-$123M |
-$38.2M |
EDR, GOOG, AMZN, UBER, CRM
|
13F-HR |
11/14/2022, 04:03 PM |
Q2 2022 |
26 |
$644M |
+$168M |
-$56.6M |
+$112M |
EDR, GOOG, TTWO, AMZN, CHGG
|
13F-HR |
8/15/2022, 12:09 PM |
Q1 2022 |
25 |
$772M |
+$227M |
-$73.6M |
+$154M |
EDR, AMZN, UBER, PANW, TTWO
|
13F-HR |
5/16/2022, 10:20 AM |
Q4 2021 |
20 |
$710M |
+$83.6M |
-$191M |
-$108M |
EDR, UBER, TTWO, AMZN, PANW
|
13F-HR |
2/14/2022, 09:59 AM |
Q3 2021 |
1 |
$29.9M |
$0 |
$0 |
|
EDR
|
New Holdings |
2/25/2022, 06:46 PM |
Q3 2021 |
23 |
$896M |
+$61.3M |
-$157M |
-$95.3M |
Z, UBER, NFLX, CRM, AMZN
|
13F-HR |
11/15/2021, 03:51 PM |
Q2 2021 |
21 |
$1.19B |
+$87M |
-$95.3M |
-$8.24M |
Z, HGEN, PTON, NFLX, GOOG
|
13F-HR |
8/16/2021, 02:13 PM |
Q1 2021 |
19 |
$1.17B |
+$22.2M |
-$154M |
-$132M |
Z, HGEN, GOOG, NFLX, UBER
|
13F-HR |
5/17/2021, 04:10 PM |
Q4 2020 |
20 |
$1.33B |
+$98.3M |
-$455M |
-$357M |
Z, HGEN, PTON, AMZN, ADSK
|
13F-HR |
2/16/2021, 01:24 PM |
Q3 2020 |
20 |
$1.35B |
+$194M |
-$24.4M |
+$170M |
Z, AMZN, NFLX, CRM, META
|
13F-HR |
11/16/2020, 01:27 PM |
Q2 2020 |
16 |
$1.01B |
+$81.8M |
-$194M |
-$112M |
Z, AMZN, NFLX, SDGR, ADSK
|
13F-HR |
8/14/2020, 04:18 PM |
Q1 2020 |
14 |
$797M |
+$235M |
-$174M |
+$61.8M |
Z, AMZN, NFLX, GOOG, META
|
13F-HR |
5/13/2020, 02:11 PM |
Q4 2019 |
14 |
$789M |
+$104M |
-$563M |
-$459M |
UBER, Z, NFLX, AMZN, META
|
13F-HR |
2/11/2020, 04:19 PM |
Q3 2019 |
13 |
$1.39B |
+$888M |
-$49.1M |
+$839M |
PINS, UBER, AMZN, META, GOOG
|
13F-HR |
11/14/2019, 04:11 PM |
Q2 2019 |
12 |
$594M |
+$63M |
-$60M |
+$3.03M |
Z, PAGS, AMZN, NFLX, META
|
13F-HR |
8/8/2019, 07:07 PM |
Q1 2019 |
12 |
$528M |
$0 |
-$103M |
-$103M |
AMZN, NFLX, PAGS, Z, GOOG
|
13F-HR |
5/14/2019, 01:29 PM |
Q4 2018 |
14 |
$533M |
+$64.6M |
-$28.8M |
+$35.9M |
Z, AMZN, META, NFLX, GOOG
|
13F-HR |
2/12/2019, 04:38 PM |
Q3 2018 |
14 |
$669M |
+$90.7M |
-$54.5M |
+$36.3M |
AMZN, META, Z, BKNG, GOOG
|
13F-HR |
11/6/2018, 02:00 PM |
Q2 2018 |
12 |
$637M |
+$83.4M |
-$138M |
-$54.4M |
META, BKNG, AMZN, Z, GOOG
|
13F-HR |
8/14/2018, 02:22 PM |
Q1 2018 |
13 |
$661M |
+$214M |
-$119M |
+$94.7M |
BKNG, AMZN, AAPL, PAGS, GOOG
|
13F-HR |
5/9/2018, 02:20 PM |
Q4 2017 |
11 |
$549M |
+$14.9M |
-$14.4M |
+$456K |
AAPL, PCLN, AMZN, GOOG, META
|
13F-HR |
2/9/2018, 11:50 AM |
Q3 2017 |
1 |
$0 |
$0 |
$0 |
|
|
New Holdings |
1/12/2018, 12:46 PM |
Q3 2017 |
12 |
$517M |
+$44.3M |
-$160M |
-$116M |
AAPL, PCLN, AMZN, GOOG, META
|
13F-HR |
11/8/2017, 03:42 PM |
Q2 2017 |
1 |
$0 |
$0 |
$0 |
|
|
New Holdings |
1/12/2018, 01:00 PM |
Q2 2017 |
13 |
$633M |
+$6.59M |
-$232M |
-$225M |
Z, META, AMZN, AAPL, GOOG
|
13F-HR |
8/9/2017, 07:38 PM |
Q1 2017 |
1 |
$40.9M |
$0 |
$0 |
|
YTRA
|
New Holdings |
1/12/2018, 12:58 PM |
Q1 2017 |
13 |
$819M |
+$77M |
-$133M |
-$55.7M |
META, AAPL, PCLN, GOOG, AMZN
|
13F-HR |
5/15/2017, 03:03 PM |
Q4 2016 |
12 |
$780M |
+$30.1M |
-$65.5M |
-$35.4M |
META, AAPL, GOOG, WBA, AMZN
|
13F-HR |
2/13/2017, 04:38 PM |
Q3 2016 |
12 |
$848M |
+$14.1M |
-$119M |
-$104M |
META, AAPL, AMZN, Z, GOOG
|
13F-HR |
11/10/2016, 01:25 PM |
Q2 2016 |
15 |
$878M |
+$98.9M |
-$133M |
-$33.7M |
Z, AAPL, META, PCLN, WBA
|
13F-HR |
7/28/2016, 12:21 PM |
Q1 2016 |
17 |
$887M |
+$129M |
-$273M |
-$144M |
AAPL, META, GOOG, WBA, Z
|
13F-HR |
5/13/2016, 12:55 PM |
Q4 2015 |
18 |
$1.05B |
+$270M |
-$243M |
+$27.2M |
AMZN, AAPL, META, GOOG, WBA
|
13F-HR |
2/10/2016, 07:08 PM |
Q3 2015 |
18 |
$978M |
+$317M |
-$212M |
+$106M |
AAPL, AMZN, META, WBA, GOOG
|
13F-HR |
11/9/2015, 03:15 PM |
Q2 2015 |
17 |
$920M |
+$156M |
-$322M |
-$166M |
AAPL, AMZN, WBA, META, PCLN
|
13F-HR |
8/12/2015, 01:19 PM |
Q1 2015 |
17 |
$1.05B |
+$191M |
-$126M |
+$64.9M |
AAPL, AMZN, PCLN, BUD, META
|
13F-HR |
5/15/2015, 11:47 AM |
Q4 2014 |
16 |
$933M |
+$197M |
-$120M |
+$77.1M |
AAPL, LB, META, BUD, AMZN
|
13F-HR |
2/10/2015, 07:07 PM |
Q3 2014 |
15 |
$836M |
+$88.4M |
-$205M |
-$116M |
AAPL, BUD, PCLN, META, AMX
|
13F-HR |
11/13/2014, 12:09 PM |
Q2 2014 |
15 |
$951M |
+$332M |
-$9.92M |
+$322M |
AAPL, MNKKQ, QIHU, BUD, PCLN
|
13F-HR |
8/13/2014, 05:23 PM |
Q1 2014 |
11 |
$776M |
+$177M |
-$397M |
-$220M |
AAPL, GOOGL, QIHU, PCLN, BUD
|
13F-HR |
5/14/2014, 01:17 PM |
Q4 2013 |
19 |
$1.04B |
$0 |
$0 |
|
AAPL, LBTYA, GOOGL, EQIX, BUD
|
13F-HR |
2/13/2014, 06:28 PM |