Q3 2024 |
5 |
$247M |
+$8.33M |
$0 |
+$8.33M |
GDS, BZ, PAGS, KSPI, SE
|
13F-HR |
11/13/2024, 03:24 PM |
Q2 2024 |
5 |
$190M |
+$42.5M |
-$221M |
-$178M |
GDS, BZ, PAGS, KSPI, SE
|
13F-HR |
8/13/2024, 10:45 AM |
Q1 2024 |
11 |
$350M |
+$82.2M |
-$30.1M |
+$52.1M |
PAGS, SE, BZ, KSPI, KWEB
|
13F-HR |
5/13/2024, 11:41 AM |
Q4 2023 |
9 |
$274M |
+$1.4M |
-$33.6M |
-$32.2M |
PAGS, SE, BZ, GDS, SQ
|
13F-HR |
2/13/2024, 11:57 AM |
Q3 2023 |
9 |
$271M |
+$56.2M |
-$56.5M |
-$275K |
SE, PAGS, BZ, GDS, DADA
|
13F-HR |
11/13/2023, 11:06 AM |
Q2 2023 |
11 |
$322M |
+$22M |
-$19.2M |
+$2.72M |
PAGS, SE, NFLX, SQ, GDS
|
13F-HR |
8/11/2023, 05:49 PM |
Q1 2023 |
12 |
$366M |
+$71.1M |
-$43.5M |
+$27.6M |
SE, PAGS, GDS, NFLX, SQ
|
13F-HR |
5/12/2023, 05:47 PM |
Q4 2022 |
11 |
$297M |
+$48.5M |
-$27.9M |
+$20.6M |
PAGS, SE, GDS, TMUS, NFLX
|
13F-HR |
2/13/2023, 05:50 PM |
Q3 2022 |
12 |
$298M |
+$16.1M |
-$2.75M |
+$13.4M |
PAGS, TMUS, SE, NFLX, GDS
|
13F-HR |
11/10/2022, 05:46 PM |
Q2 2022 |
14 |
$293M |
+$14.4M |
-$29.1M |
-$14.7M |
PAGS, TMUS, SE, GDS, SQ
|
13F-HR |
8/12/2022, 05:38 PM |
Q1 2022 |
14 |
$474M |
+$114M |
-$2.34M |
+$112M |
SE, PAGS, TMUS, GDS, SQ
|
13F-HR |
5/13/2022, 07:25 PM |
Q4 2021 |
15 |
$489M |
+$78.2M |
-$1.59M |
+$76.6M |
SE, PAGS, NFLX, TMUS, SQ
|
13F-HR |
2/11/2022, 06:54 PM |
Q3 2021 |
14 |
$583M |
+$27M |
-$30M |
-$2.95M |
SE, PAGS, SQ, NFLX, TMUS
|
13F-HR |
11/12/2021, 06:04 PM |
Q2 2021 |
14 |
$601M |
+$58.2M |
$0 |
+$58.2M |
SE, PAGS, SQ, TMUS, NFLX
|
13F-HR |
8/13/2021, 07:15 PM |
Q1 2021 |
7 |
$473M |
+$7.57M |
-$114M |
-$107M |
SE, PAGS, SQ, TMUS, NFLX
|
13F-HR |
5/14/2021, 07:03 PM |
Q4 2020 |
7 |
$600M |
+$32.2M |
-$90M |
-$57.8M |
SE, PAGS, SQ, ATUS, TMUS
|
13F-HR |
2/12/2021, 07:03 PM |
Q3 2020 |
8 |
$532M |
+$6.65M |
-$37.9M |
-$31.2M |
SE, GDS, SQ, PAGS, NFLX
|
13F-HR |
11/13/2020, 06:48 PM |
Q2 2020 |
11 |
$480M |
+$135M |
-$1.54M |
+$134M |
SE, GDS, PAGS, NFLX, SQ
|
13F-HR |
8/13/2020, 06:05 PM |
Q1 2020 |
8 |
$218M |
+$25.8M |
-$29.8M |
-$3.98M |
GDS, TMUS, SE, NFLX, PAGS
|
13F-HR |
5/14/2020, 07:20 PM |
Q4 2019 |
7 |
$228M |
+$25.1M |
-$140M |
-$115M |
PAGS, GDS, SE, TMUS, NFLX
|
13F-HR |
2/13/2020, 06:44 PM |
Q3 2019 |
10 |
$336M |
+$26M |
-$99.4M |
-$73.4M |
PAGS, BABA, TMUS, GDS, META
|
13F-HR |
11/13/2019, 05:50 PM |
Q2 2019 |
10 |
$398M |
+$106M |
-$123M |
-$17.3M |
PAGS, ADSK, TMUS, BABA, GDS
|
13F-HR |
8/13/2019, 06:30 PM |
Q1 2019 |
11 |
$386M |
+$161M |
-$9.38M |
+$152M |
PYPL, ADSK, PAGS, TMUS, GDS
|
13F-HR |
5/14/2019, 04:14 PM |
Q4 2018 |
12 |
$201M |
+$10.6M |
-$115M |
-$104M |
PYPL, TMUS, META, BABA, STMP
|
13F-HR |
2/13/2019, 06:18 PM |
Q3 2018 |
12 |
$386M |
+$52.5M |
-$46.3M |
+$6.18M |
ADSK, TMUS, PYPL, PAGS, BABA
|
13F-HR |
11/14/2018, 10:07 AM |
Q2 2018 |
12 |
$381M |
+$60.9M |
-$62.2M |
-$1.28M |
PYPL, ADSK, META, TMUS, BABA
|
13F-HR |
8/13/2018, 06:04 PM |
Q1 2018 |
12 |
$373M |
+$131M |
-$253M |
-$123M |
TMUS, META, BABA, ADSK, PYPL
|
13F-HR |
5/14/2018, 06:41 PM |
Q4 2017 |
13 |
$495M |
+$55.6M |
-$71M |
-$15.3M |
PYPL, GOOGL, BABA, CHTR, META
|
13F-HR |
2/13/2018, 05:54 PM |
Q3 2017 |
16 |
$494M |
+$37.2M |
-$52.5M |
-$15.3M |
GOOGL, PYPL, BABA, META, MSFT
|
13F-HR |
11/13/2017, 04:51 PM |
Q2 2017 |
16 |
$463M |
+$51.2M |
-$72.4M |
-$21.2M |
PYPL, GOOGL, BABA, META, ELLI
|
13F-HR |
8/11/2017, 09:49 AM |
Q1 2017 |
18 |
$448M |
+$25.2M |
-$38.9M |
-$13.7M |
PYPL, GOOGL, META, CHTR, ELLI
|
13F-HR |
5/15/2017, 09:36 AM |
Q4 2016 |
18 |
$409M |
+$61.4M |
-$62.7M |
-$1.33M |
GOOGL, MSFT, PYPL, CHTR, META
|
13F-HR |
2/13/2017, 02:08 PM |
Q3 2016 |
18 |
$410M |
+$92.4M |
-$88.8M |
+$3.59M |
GOOGL, INTC, PYPL, MSFT, BIDU
|
13F-HR |
11/14/2016, 03:53 PM |
Q2 2016 |
17 |
$369M |
+$112M |
-$54.1M |
+$57.8M |
MSFT, GOOGL, INTC, PYPL, META
|
13F-HR |
8/15/2016, 10:55 AM |
Q1 2016 |
12 |
$321M |
+$83.1M |
-$124M |
-$40.4M |
MSFT, GOOGL, PYPL, INTC, CHTR
|
13F-HR |
5/16/2016, 11:20 AM |
Q4 2015 |
16 |
$358M |
+$155M |
-$225M |
-$69.6M |
MSFT, INTC, GOOGL, PYPL, NXPI
|
13F-HR |
2/16/2016, 01:14 PM |
Q3 2015 |
15 |
$392M |
+$88.9M |
-$199M |
-$110M |
CHTR, MSFT, LBTYA, NXPI, EXPE
|
13F-HR |
11/16/2015, 11:26 AM |
Q2 2015 |
17 |
$538M |
+$153M |
-$249M |
-$95.9M |
LBTYA, AVGO, EBAY, NXPI, CHTR
|
13F-HR |
8/14/2015, 10:31 AM |
Q1 2015 |
23 |
$620M |
+$277M |
-$215M |
+$61.9M |
NXPI, EBAY, LBTYA, AVGO, AAPL
|
13F-HR |
5/15/2015, 11:17 AM |
Q4 2014 |
20 |
$534M |
+$294M |
-$715M |
-$421M |
LBTYA, EBAY, RAX, BIDU, NXPI
|
13F-HR |
2/17/2015, 06:10 AM |
Q3 2014 |
27 |
$930M |
+$196M |
-$196M |
+$371K |
YHOO, SUNEQ, FLT, CHTR, META
|
13F-HR |
11/14/2014, 03:35 PM |
Q2 2014 |
29 |
$945M |
+$404M |
-$190M |
+$215M |
CBS, CHTR, ZBRA, SUNEQ, AMAT
|
13F-HR |
8/14/2014, 11:57 AM |
Q1 2014 |
22 |
$712M |
+$398M |
-$117M |
+$281M |
CBS, GOOGL, SBAC, META, PLCM
|
13F-HR |
5/14/2014, 12:10 PM |
Q4 2013 |
22 |
$426M |
$0 |
$0 |
|
DISH, ADSK, GOOGL, IAC, TMUS
|
13F-HR |
2/14/2014, 05:54 PM |