Q3 2024 |
24 |
$4.15B |
+$1.15B |
-$713M |
+$438M |
NFLX, APP, NVDA, META, LYV
|
13F-HR |
11/14/2024, 04:15 PM |
Q2 2024 |
22 |
$3.32B |
+$876M |
-$1.12B |
-$240M |
NVDA, APP, NFLX, META, TTD
|
13F-HR |
8/14/2024, 04:02 PM |
Q1 2024 |
28 |
$3.75B |
+$1.62B |
-$1.63B |
-$6.73M |
NFLX, APP, NTNX, NVDA, DKNG
|
13F-HR |
5/15/2024, 04:03 PM |
Q4 2023 |
27 |
$3.27B |
+$1.07B |
-$1.07B |
+$2.04M |
TMUS, AKAM, META, SPLK, DKNG
|
13F-HR |
2/14/2024, 04:06 PM |
Q3 2023 |
23 |
$2.94B |
+$1.61B |
-$1.28B |
+$329M |
TMUS, META, AKAM, DKNG, SPLK
|
13F-HR |
11/14/2023, 04:10 PM |
Q2 2023 |
22 |
$2.56B |
+$1.37B |
-$1.51B |
-$132M |
ATVI, TMUS, CDNS, NFLX, NVDA
|
13F-HR |
8/14/2023, 04:08 PM |
Q1 2023 |
28 |
$2.41B |
+$1.44B |
-$546M |
+$896M |
BABA, NFLX, META, GOOGL, AMD
|
13F-HR |
5/15/2023, 04:02 PM |
Q4 2022 |
23 |
$1.35B |
+$449M |
-$737M |
-$288M |
BABA, NFLX, ESTC, MRVL, LVS
|
13F-HR |
2/14/2023, 04:23 PM |
Q3 2022 |
24 |
$1.58B |
+$1.05B |
-$974M |
+$76.4M |
NFLX, TWTR, MELI, ESTC, BABA
|
13F-HR |
11/14/2022, 04:03 PM |
Q2 2022 |
26 |
$1.59B |
+$981M |
-$1.19B |
-$213M |
BABA, LI, LVS, AMZN, ESTC
|
13F-HR |
8/15/2022, 04:14 PM |
Q1 2022 |
21 |
$1.86B |
+$1.01B |
-$1.78B |
-$777M |
MRVL, TSLA, LI, ESTC, BZ
|
13F-HR |
5/16/2022, 04:10 PM |
Q4 2021 |
29 |
$2.73B |
+$773M |
-$1.73B |
-$955M |
DISH, PANW, MU, AMD, UBER
|
13F-HR |
2/14/2022, 04:24 PM |
Q3 2021 |
42 |
$3.66B |
+$1.12B |
-$1.7B |
-$577M |
PANW, DISH, AMD, SNAP, DASH
|
13F-HR |
11/15/2021, 04:13 PM |
Q2 2021 |
48 |
$4.22B |
+$2.18B |
-$1.96B |
+$218M |
DISH, DASH, MRVL, UBER, TWLO
|
13F-HR |
8/16/2021, 04:04 PM |
Q1 2021 |
53 |
$3.78B |
+$1.62B |
-$2.29B |
-$670M |
DISH, TWLO, EXPE, GOOGL, ABNB
|
13F-HR |
5/17/2021, 04:17 PM |
Q4 2020 |
54 |
$4.25B |
+$2.16B |
-$1.11B |
+$1.06B |
DIS, DISH, ON, Z, EXPE
|
13F-HR |
2/16/2021, 04:30 PM |
Q3 2020 |
45 |
$2.47B |
+$1.11B |
-$1.7B |
-$589M |
DISH, Z, EXPE, AMD, NIO
|
13F-HR |
11/16/2020, 04:07 PM |
Q2 2020 |
48 |
$2.55B |
+$1.91B |
-$892M |
+$1.02B |
DISH, Z, MSFT, TMUS, CRWD
|
13F-HR |
8/14/2020, 04:20 PM |
Q1 2020 |
26 |
$1.24B |
+$938M |
-$1.57B |
-$636M |
ATVI, CTXS, AMZN, TMUS, NET
|
13F-HR |
5/15/2020, 04:07 PM |
Q4 2019 |
25 |
$1.85B |
+$1.27B |
-$1.32B |
-$50.8M |
ATVI, UBER, NXPI, DOCU, LYV
|
13F-HR |
2/14/2020, 04:25 PM |
Q3 2019 |
18 |
$1.75B |
+$813M |
-$1.32B |
-$504M |
SNAP, TSM, MELI, SE, NOW
|
13F-HR |
11/14/2019, 04:02 PM |
Q2 2019 |
23 |
$2.27B |
+$1.31B |
-$1.3B |
+$9.37M |
SE, SNAP, AVGO, AMZN, MELI
|
13F-HR |
8/14/2019, 04:06 PM |
Q1 2019 |
27 |
$2.21B |
+$1.53B |
-$578M |
+$951M |
ADI, SE, VMW, NOW, FSCT
|
13F-HR |
5/15/2019, 04:07 PM |
Q4 2018 |
16 |
$983M |
+$462M |
-$1.8B |
-$1.34B |
VMW, NOW, BILI, XLNX, DATA
|
13F-HR |
2/14/2019, 04:25 PM |
Q3 2018 |
23 |
$2.35B |
+$958M |
-$958M |
-$413K |
MOMO, VMW, SPOT, DATA, XLNX
|
13F-HR |
11/14/2018, 04:18 PM |
Q2 2018 |
22 |
$2.31B |
+$1.38B |
-$1.07B |
+$313M |
NXPI, VMW, MOMO, SPOT, TWTR
|
13F-HR |
8/14/2018, 04:09 PM |
Q1 2018 |
24 |
$1.83B |
+$762M |
-$948M |
-$186M |
VMW, RHT, MRVL, VIPS, TWTR
|
13F-HR |
5/15/2018, 04:04 PM |
Q4 2017 |
30 |
$1.92B |
+$1.09B |
-$1.01B |
+$79.2M |
SBAC, VMW, BABA, STMP, EDU
|
13F-HR |
2/14/2018, 04:25 PM |
Q3 2017 |
27 |
$1.76B |
+$825M |
-$824M |
+$1.35M |
RHT, STMP, P, YNDX, SBAC
|
13F-HR |
11/14/2017, 04:25 PM |
Q2 2017 |
32 |
$1.66B |
+$991M |
-$818M |
+$174M |
STMP, P, MRVL, RHT, TWX
|
13F-HR |
8/14/2017, 04:18 PM |
Q1 2017 |
28 |
$1.44B |
+$744M |
-$1.04B |
-$293M |
TMUS, META, RHT, MRVL, MOMO
|
13F-HR |
5/15/2017, 04:25 PM |
Q4 2016 |
29 |
$1.62B |
+$943M |
-$1.33B |
-$388M |
TMUS, TWX, MRVL, DISH, DIS
|
13F-HR |
2/14/2017, 04:16 PM |
Q3 2016 |
33 |
$1.98B |
+$1.33B |
-$1.18B |
+$150M |
BABA, EA, MRVL, GOOGL, QCOM
|
13F-HR |
11/14/2016, 04:30 PM |
Q2 2016 |
22 |
$1.71B |
+$1.01B |
-$1.42B |
-$407M |
ATVI, K, TMUS, AMZN, MELI
|
13F-HR |
8/15/2016, 04:06 PM |
Q1 2016 |
33 |
$2.05B |
+$1.14B |
-$1.11B |
+$22.1M |
CVC, YHOO, LVLT, AAPL, NFLX
|
13F-HR |
5/16/2016, 04:08 PM |
Q4 2015 |
26 |
$2.09B |
+$1.2B |
-$787M |
+$412M |
CVC, AVGO, GOOGL, QUNR, ZEN
|
13F-HR |
2/16/2016, 04:09 PM |
Q3 2015 |
29 |
$1.57B |
+$846M |
-$558M |
+$288M |
CVC, CHTR, JD, ZEN, BID
|
13F-HR |
11/16/2015, 04:08 PM |
Q2 2015 |
1 |
$18.2M |
$0 |
$0 |
|
CVC
|
New Holdings |
10/5/2015, 11:04 AM |
Q2 2015 |
27 |
$1.46B |
+$647M |
-$736M |
-$89.2M |
BIDU, JD, BID, CRTO, AMZN
|
13F-HR |
8/14/2015, 04:08 PM |
Q1 2015 |
32 |
$1.47B |
+$719M |
-$831M |
-$111M |
JD, VIPS, BID, MSGZZZZ, AMZN
|
13F-HR |
5/15/2015, 04:17 PM |
Q4 2014 |
37 |
$1.54B |
+$764M |
-$800M |
-$35.4M |
MELI, META, MCO, TSU, YHOO
|
13F-HR |
2/17/2015, 04:24 PM |
Q3 2014 |
29 |
$1.59B |
+$671M |
-$704M |
-$33.6M |
MELI, MCO, META, NFLX, DATA
|
13F-HR |
11/14/2014, 04:10 PM |
Q2 2014 |
25 |
$1.66B |
+$748M |
-$582M |
+$167M |
MCO, WBMD, ATVI, QIHU, MLCO
|
13F-HR |
8/14/2014, 04:07 PM |
Q1 2014 |
23 |
$1.42B |
+$672M |
-$672M |
-$185K |
MCO, YHOO, META, WBMD, HTZ
|
13F-HR |
5/15/2014, 04:18 PM |
Q4 2013 |
21 |
$1.41B |
$0 |
$0 |
|
META, YHOO, MCO, LVS, AMZN
|
13F-HR |
2/14/2014, 04:20 PM |