Q3 2024 |
32 |
$357M |
+$55.6M |
-$239M |
-$184M |
TXN, CP, LPLA, EPAM, IQV
|
13F-HR |
11/14/2024, 07:16 AM |
Q2 2024 |
36 |
$492M |
+$69M |
-$123M |
-$53.7M |
TXN, CP, ZG, EPAM, IQV
|
13F-HR |
8/14/2024, 06:03 AM |
Q1 2024 |
38 |
$585M |
+$59.9M |
-$188M |
-$128M |
CP, TXN, IQV, LIN, BCYC
|
13F-HR |
5/15/2024, 06:42 AM |
Q4 2023 |
35 |
$671M |
+$49.2M |
-$169M |
-$120M |
CP, SPGI, MSFT, V, EPAM
|
13F-HR |
2/14/2024, 08:08 AM |
Q3 2023 |
38 |
$716M |
+$77.7M |
-$204M |
-$127M |
CP, MSFT, V, SPGI, LIN
|
13F-HR |
11/14/2023, 06:42 AM |
Q2 2023 |
42 |
$925M |
+$153M |
-$323M |
-$169M |
MSFT, AMZN, CP, V, SPGI
|
13F-HR |
8/14/2023, 06:05 AM |
Q1 2023 |
41 |
$993M |
+$118M |
-$322M |
-$204M |
CP, MSFT, AMZN, V, LIN
|
13F-HR |
5/15/2023, 09:06 AM |
Q4 2022 |
27 |
$1B |
+$99.6M |
-$174M |
-$74M |
V, CP, SPGI, LIN, MSFT
|
13F-HR |
2/14/2023, 06:10 AM |
Q3 2022 |
26 |
$1.04B |
+$47.9M |
-$329M |
-$281M |
AMZN, CP, MSFT, V, MELI
|
13F-HR |
11/14/2022, 06:06 AM |
Q2 2022 |
27 |
$1.38B |
+$297M |
-$13M |
+$284M |
MSFT, CP, AMZN, V, SPGI
|
13F-HR |
8/15/2022, 06:11 AM |
Q1 2022 |
30 |
$1.69B |
+$545M |
-$1.43B |
-$888M |
MSFT, AMZN, ZNTL, V, MELI
|
13F-HR |
5/3/2022, 09:46 PM |
Q4 2021 |
26 |
$3.37B |
+$456M |
-$733M |
-$276M |
MELI, BEKE, AMZN, SE, ZNTL
|
Restatement |
2/24/2022, 08:48 PM |
Q3 2021 |
24 |
$3.97B |
+$783M |
-$1.24B |
-$459M |
SE, MELI, PDD, BEKE, SNOW
|
13F-HR |
10/26/2021, 09:37 PM |
Q2 2021 |
29 |
$4.75B |
+$926M |
-$1.18B |
-$258M |
BEKE, SE, MELI, AMZN, SHOP
|
13F-HR |
7/21/2021, 09:26 PM |
Q1 2021 |
32 |
$4.55B |
+$1.35B |
-$1.38B |
-$26.4M |
SE, BEKE, MSFT, V, SPGI
|
13F-HR |
4/13/2021, 07:04 AM |
Q4 2020 |
31 |
$4.81B |
+$1.06B |
-$1.41B |
-$357M |
FTCHF, MELI, SE, MDB, STNE
|
13F-HR |
2/10/2021, 08:54 PM |
Q3 2020 |
29 |
$4.06B |
+$1.46B |
-$1.16B |
+$293M |
DFS, SE, NOW, MELI, MSFT
|
13F-HR |
11/9/2020, 06:25 AM |
Q2 2020 |
21 |
$3.29B |
+$1.52B |
-$1.94B |
-$419M |
MELI, MTCH, FTCHF, NOW, SQ
|
13F-HR |
8/12/2020, 09:49 PM |
Q1 2020 |
21 |
$2.73B |
+$1.22B |
-$1.06B |
+$162M |
AMZN, NOW, MELI, CRM, NFLX
|
13F-HR |
5/15/2020, 11:02 AM |
Q4 2019 |
13 |
$2.61B |
+$713M |
-$582M |
+$132M |
CRM, TWLO, AMZN, BABA, MELI
|
13F-HR |
2/14/2020, 12:05 PM |
Q3 2019 |
12 |
$2.3B |
+$452M |
-$679M |
-$227M |
CRM, MELI, TWLO, TAL, AMZN
|
13F-HR |
11/14/2019, 12:04 PM |
Q2 2019 |
13 |
$2.81B |
+$850M |
-$784M |
+$65.5M |
AMZN, TAL, MELI, CTRP, TWLO
|
13F-HR |
8/14/2019, 11:06 AM |
Q1 2019 |
11 |
$2.57B |
+$401M |
-$801M |
-$400M |
SNAP, CRM, AMZN, CTRP, TEAM
|
13F-HR |
5/15/2019, 12:28 PM |
Q4 2018 |
9 |
$2.25B |
+$673M |
-$405M |
+$268M |
CRM, TEAM, AMZN, MNST, CTRP
|
13F-HR |
2/14/2019, 11:40 AM |
Q3 2018 |
9 |
$2.34B |
+$396M |
-$357M |
+$39.4M |
TMUS, TEAM, CRM, TAL, CTRP
|
13F-HR |
11/14/2018, 12:01 PM |
Q2 2018 |
8 |
$2.24B |
+$687M |
-$652M |
+$34.6M |
SNAP, CRM, MNST, AMZN, TMUS
|
13F-HR |
8/14/2018, 11:13 AM |
Q1 2018 |
8 |
$2.03B |
+$541M |
-$385M |
+$156M |
CRM, TMUS, AMZN, SNAP, NFLX
|
13F-HR |
5/15/2018, 11:56 AM |
Q4 2017 |
5 |
$1.56B |
+$662M |
-$510M |
+$152M |
CRM, AMZN, NFLX, TMUS, CTRP
|
13F-HR |
2/14/2018, 12:19 PM |
Q3 2017 |
6 |
$1.31B |
+$353M |
-$1.38B |
-$1.03B |
CRM, AMZN, NFLX, SNAP, JD
|
13F-HR |
11/14/2017, 11:21 AM |
Q2 2017 |
7 |
$2.24B |
+$392M |
-$604M |
-$212M |
AMZN, JD, CRM, NFLX, WDAY
|
13F-HR |
8/14/2017, 11:09 AM |
Q1 2017 |
9 |
$2.23B |
+$344M |
-$481M |
-$137M |
JD, NFLX, CMG, AMZN, CHTR
|
13F-HR |
5/15/2017, 11:17 AM |
Q4 2016 |
10 |
$2.06B |
+$764M |
-$638M |
+$126M |
AMZN, CMG, CHTR, NFLX, JD
|
13F-HR |
2/14/2017, 11:44 AM |
Q3 2016 |
9 |
$2B |
+$158M |
-$315M |
-$158M |
CHTR, AMZN, WDAY, CMG, CRM
|
13F-HR |
11/14/2016, 11:05 AM |
Q2 2016 |
10 |
$1.93B |
+$969M |
-$673M |
+$296M |
CHTR, AMZN, CMG, WDAY, CRM
|
13F-HR |
8/15/2016, 10:05 AM |
Q1 2016 |
9 |
$1.54B |
+$507M |
-$178M |
+$329M |
CHTR, AMZN, WDAY, DNKN, SAM
|
13F-HR |
5/16/2016, 10:51 AM |
Q4 2015 |
8 |
$1.28B |
+$193M |
-$467M |
-$274M |
CHTR, AMZN, DNKN, YELP, KMI
|
13F-HR |
2/16/2016, 02:54 PM |
Q3 2015 |
8 |
$1.42B |
+$566M |
-$235M |
+$331M |
CHTR, BABA, AMZN, DNKN, YELP
|
13F-HR |
11/16/2015, 09:44 AM |
Q2 2015 |
8 |
$1.18B |
+$495M |
-$351M |
+$145M |
CHTR, AMZN, YELP, LBTYA, DNKN
|
13F-HR |
8/14/2015, 10:33 AM |
Q1 2015 |
10 |
$1.07B |
+$273M |
-$302M |
-$29.2M |
YELP, AMZN, NFLX, MA, LBTYA
|
13F-HR |
5/15/2015, 10:26 AM |
Q4 2014 |
11 |
$1.05B |
+$131M |
-$116M |
+$14.8M |
YELP, LBTYA, AMZN, MA, KATE
|
Restatement |
2/24/2015, 10:04 AM |
Q3 2014 |
11 |
$1.03B |
+$258M |
-$306M |
-$47.6M |
LBTYA, AMZN, MNST, NFLX, MA
|
13F-HR |
11/14/2014, 09:50 AM |
Q2 2014 |
11 |
$1.08B |
+$462M |
-$266M |
+$196M |
AMZN, YELP, NFLX, MNST, MA
|
13F-HR |
8/14/2014, 10:18 AM |
Q1 2014 |
13 |
$878M |
+$313M |
-$280M |
+$32.8M |
AMZN, TRIP, MNST, MA, P
|
13F-HR |
5/14/2014, 10:56 AM |
Q4 2013 |
12 |
$915M |
$0 |
$0 |
|
AMZN, TRIP, MA, P, FOXA
|
13F-HR |
1/28/2014, 10:32 AM |