Q3 2024 |
46 |
$858M |
+$395M |
-$904M |
-$508M |
AMZN, IBIT, SBUX, WDAY, CPNG
|
13F-HR |
11/13/2024, 07:19 PM |
Q2 2024 |
52 |
$1.33B |
+$502M |
-$675M |
-$173M |
AMZN, ASML, TSM, DT, MU
|
13F-HR |
8/13/2024, 06:09 PM |
Q1 2024 |
57 |
$1.48B |
+$929M |
-$400M |
+$529M |
AMZN, GOOGL, AMD, WMT, AKAM
|
13F-HR |
5/14/2024, 05:45 PM |
Q4 2023 |
37 |
$867M |
+$253M |
-$490M |
-$237M |
AMZN, NVDA, MSFT, GOOGL, TPX
|
13F-HR |
2/13/2024, 05:53 PM |
Q3 2023 |
28 |
$940M |
+$315M |
-$533M |
-$218M |
AMZN, MSFT, NVDA, AMD, LYV
|
13F-HR |
11/13/2023, 05:52 PM |
Q2 2023 |
35 |
$1.18B |
+$699M |
-$604M |
+$95.8M |
NVDA, AMZN, MSFT, META, TPX
|
13F-HR |
8/11/2023, 06:20 PM |
Q1 2023 |
32 |
$983M |
+$777M |
-$128M |
+$649M |
GOOGL, META, AMZN, BABA, MRVL
|
13F-HR |
5/12/2023, 06:10 PM |
Q4 2022 |
18 |
$298M |
+$173M |
-$256M |
-$83M |
MRVL, AMZN, CRM, PANW, ATVI
|
13F-HR |
2/13/2023, 06:24 PM |
Q3 2022 |
23 |
$403M |
+$259M |
-$216M |
+$43.8M |
MRVL, MSFT, META, AMZN, MA
|
13F-HR |
11/10/2022, 05:46 PM |
Q2 2022 |
29 |
$387M |
+$182M |
-$259M |
-$76.4M |
MRVL, EXPE, PANW, KLAC, LRCX
|
13F-HR |
8/12/2022, 06:45 PM |
Q1 2022 |
28 |
$717M |
+$243M |
-$640M |
-$396M |
AMZN, MRVL, SPY, LRCX, KLAC
|
13F-HR |
5/13/2022, 05:58 PM |
Q4 2021 |
37 |
$1.18B |
+$532M |
-$798M |
-$266M |
MRVL, CRM, AMZN, EXPE, KLAC
|
13F-HR |
2/11/2022, 06:34 PM |
Q3 2021 |
63 |
$1.42B |
+$905M |
-$739M |
+$167M |
CRM, SNAP, AMZN, EXPE, GOOGL
|
13F-HR |
11/12/2021, 07:52 PM |
Q2 2021 |
56 |
$1.28B |
+$619M |
-$770M |
-$151M |
AMZN, GOOGL, MA, NUAN, ATVI
|
13F-HR |
8/13/2021, 07:58 PM |
Q1 2021 |
59 |
$1.38B |
+$572M |
-$2.11B |
-$1.53B |
MA, V, MU, AMAT, META
|
13F-HR |
5/14/2021, 06:46 PM |
Q4 2020 |
0 |
$0 |
$0 |
$0 |
|
|
New Holdings |
4/20/2021, 12:07 PM |
Q4 2020 |
74 |
$2.81B |
+$1.26B |
-$1.48B |
-$219M |
FI, GOOGL, META, MSFT, MU
|
13F-HR |
2/12/2021, 09:40 PM |
Q3 2020 |
75 |
$2.73B |
+$1.2B |
-$496M |
+$706M |
BABA, AMZN, FI, JD, GOOGL
|
13F-HR |
11/13/2020, 07:03 PM |
Q2 2020 |
56 |
$1.65B |
+$1.07B |
-$601M |
+$469M |
BABA, JD, FI, AMZN, NFLX
|
Restatement |
10/12/2021, 10:41 AM |
Q1 2020 |
35 |
$907M |
+$540M |
-$903M |
-$364M |
AMZN, JD, MU, GOOGL, NFLX
|
Restatement |
10/12/2021, 10:34 AM |
Q4 2019 |
63 |
$1.46B |
+$829M |
-$567M |
+$262M |
META, FIS, MCHP, PLAN, AMZN
|
Restatement |
10/12/2021, 10:23 AM |
Q3 2019 |
56 |
$1.06B |
+$548M |
-$580M |
-$31.3M |
AMZN, BABA, PLAN, FIS, NOW
|
Restatement |
10/12/2021, 10:12 AM |
Q2 2019 |
59 |
$1.17B |
+$503M |
-$719M |
-$216M |
NFLX, PLAN, WP, DIS, AMZN
|
13F-HR |
8/13/2019, 06:11 PM |
Q1 2019 |
49 |
$1.32B |
+$859M |
-$580M |
+$279M |
NFLX, FIS, GOOG, CRM, WP
|
13F-HR |
5/14/2019, 06:07 PM |
Q4 2018 |
39 |
$950M |
+$626M |
-$619M |
+$7.41M |
SPY, GOOG, AMZN, NFLX, ADBE
|
13F-HR |
2/13/2019, 06:21 PM |
Q3 2018 |
61 |
$1.1B |
+$531M |
-$1.03B |
-$502M |
EA, BABA, ARMK, WP, AMZN
|
13F-HR |
11/13/2018, 06:05 PM |
Q2 2018 |
63 |
$1.55B |
+$863M |
-$1.16B |
-$295M |
WP, MSFT, AMZN, BABA, V
|
13F-HR |
8/13/2018, 05:10 PM |
Q1 2018 |
64 |
$1.7B |
+$1.01B |
-$769M |
+$245M |
META, CRM, WP, STZ, AVGO
|
13F-HR |
5/14/2018, 06:40 PM |
Q4 2017 |
49 |
$1.43B |
+$568M |
-$1.02B |
-$455M |
AVGO, GOOGL, AMZN, AABA, QCOM
|
13F-HR |
2/13/2018, 06:55 PM |
Q3 2017 |
70 |
$1.81B |
+$836M |
-$661M |
+$175M |
BABA, ADSK, AMZN, AABA, GOOG
|
13F-HR |
11/14/2017, 09:53 AM |
Q2 2017 |
55 |
$1.49B |
$0 |
$0 |
|
GOOG, ADSK, BABA, AVGO, V
|
13F-HR |
8/14/2017, 09:57 AM |
Q1 2017 |
65 |
$1.19B |
+$627M |
-$495M |
+$132M |
GOOG, V, AVGO, MSFT, PCLN
|
13F-HR |
5/12/2017, 05:52 PM |
Q4 2016 |
49 |
$928M |
+$385M |
-$884M |
-$499M |
AVGO, V, GOOG, ON, DY
|
13F-HR |
2/13/2017, 06:31 PM |
Q3 2016 |
58 |
$1.44B |
+$905M |
-$491M |
+$413M |
META, AVGO, GOOG, PCLN, IPHI
|
13F-HR |
11/14/2016, 09:27 AM |
Q2 2016 |
55 |
$929M |
+$526M |
-$263M |
+$263M |
AMZN, META, AVGO, FIS, CHTR
|
13F-HR |
8/15/2016, 10:15 AM |
Q1 2016 |
35 |
$676M |
+$332M |
-$413M |
-$81.2M |
GOOG, META, AVGO, FIS, MSTR
|
13F-HR |
5/16/2016, 10:03 AM |
Q4 2015 |
54 |
$741M |
+$521M |
-$349M |
+$172M |
META, GOOG, AVGO, MXIM, CMG
|
13F-HR |
2/16/2016, 10:02 AM |
Q3 2015 |
44 |
$664M |
+$210M |
-$520M |
-$310M |
AMZN, BRCM, MCD, CHTR, SPY
|
13F-HR |
11/16/2015, 01:10 PM |
Q2 2015 |
59 |
$982M |
+$567M |
-$574M |
-$7.11M |
BRCM, AVGO, AMZN, MCD, AAPL
|
13F-HR |
8/14/2015, 01:40 PM |
Q1 2015 |
75 |
$985M |
+$714M |
-$232M |
+$482M |
AAPL, JD, CSCO, BRCM, UAL
|
13F-HR |
5/15/2015, 11:24 AM |
Q4 2014 |
54 |
$490M |
+$371M |
-$623M |
-$253M |
AVGO, DISH, A104PS, BIDU, DG
|
13F-HR |
2/17/2015, 09:49 AM |
Q3 2014 |
65 |
$732M |
+$538M |
-$357M |
+$182M |
SPY, GOOG, ATVI, EMC, CDNS
|
13F-HR |
11/14/2014, 10:08 AM |
Q2 2014 |
66 |
$554M |
+$424M |
-$711M |
-$287M |
NXPI, ATVI, GOOG, A104PS, SNDK
|
13F-HR |
8/14/2014, 11:02 AM |
Q1 2014 |
72 |
$827M |
+$662M |
-$510M |
+$152M |
IWM, VZ, EVTC, BIDU, TER
|
13F-HR |
5/15/2014, 10:58 AM |
Q4 2013 |
65 |
$684M |
$0 |
$0 |
|
EVTC, SINA, FOSL, KAR, LNW
|
13F-HR |
2/13/2014, 03:00 PM |