| Q2 2024 |
25 |
$417M |
+$188M |
-$116M |
+$72.3M |
NVDA, TSM, CLS, AMD, FROG
|
13F-HR |
8/14/2024, 04:08 PM |
| Q1 2024 |
21 |
$399M |
+$86M |
-$104M |
-$17.7M |
NVDA, TSM, AMZN, AMD, FROG
|
13F-HR |
5/15/2024, 04:04 PM |
| Q4 2023 |
21 |
$334M |
+$83.4M |
-$156M |
-$72.4M |
NVDA, AMD, FROG, TSM, AMZN
|
13F-HR |
2/14/2024, 04:08 PM |
| Q3 2023 |
23 |
$340M |
+$55.8M |
-$72.5M |
-$16.8M |
NVDA, GTLB, AMD, META, MSFT
|
13F-HR |
11/14/2023, 01:28 PM |
| Q2 2023 |
21 |
$377M |
+$92.7M |
-$196M |
-$103M |
NVDA, GTLB, META, TSLA, TSM
|
13F-HR |
8/14/2023, 12:24 PM |
| Q1 2023 |
23 |
$410M |
+$217M |
-$134M |
+$83M |
GTLB, NVDA, TSM, AMD, TSLA
|
13F-HR |
5/15/2023, 04:21 PM |
| Q4 2022 |
26 |
$268M |
+$100M |
-$209M |
-$109M |
GTLB, AMD, ASML, NFLX, CLBT
|
13F-HR |
2/14/2023, 11:56 AM |
| Q3 2022 |
30 |
$393M |
+$102M |
-$326M |
-$224M |
GTLB, DDOG, CLBT, EXFY, TSLA
|
13F-HR |
11/14/2022, 01:18 PM |
| Q2 2022 |
31 |
$686M |
+$126M |
-$351M |
-$224M |
ZEN, ACEL, FORG, EXFY, DDOG
|
13F-HR |
8/15/2022, 01:37 PM |
| Q1 2022 |
38 |
$1.28B |
+$515M |
-$710M |
-$195M |
ZEN, GDRX, DDOG, BILL, APP
|
13F-HR |
5/16/2022, 09:45 AM |
| Q4 2021 |
46 |
$1.67B |
+$560M |
-$727M |
-$167M |
ZEN, SE, CFLT, CRM, MELI
|
13F-HR |
2/14/2022, 03:39 PM |
| Q3 2021 |
51 |
$1.99B |
+$872M |
-$1.16B |
-$287M |
SE, UBER, COIN, NRDY, CFLT
|
13F-HR |
11/15/2021, 04:20 PM |
| Q2 2021 |
66 |
$2.31B |
+$1.12B |
-$812M |
+$306M |
SE, PTON, ZM, ESTC, ETSY
|
13F-HR |
8/16/2021, 04:19 PM |
| Q1 2021 |
46 |
$1.87B |
+$658M |
-$2.16B |
-$1.5B |
SE, RUN, META, TLND, PTON
|
13F-HR |
5/17/2021, 12:38 PM |
| Q4 2020 |
44 |
$3.35B |
+$918M |
-$1.11B |
-$196M |
U, SE, RUN, PRPL, DT
|
13F-HR |
2/16/2021, 02:55 PM |
| Q3 2020 |
44 |
$2.76B |
+$1.18B |
-$827M |
+$357M |
U, SE, GDRX, PTON, STNE
|
13F-HR |
11/16/2020, 04:13 PM |
| Q2 2020 |
39 |
$2.03B |
+$607M |
-$1.35B |
-$744M |
SE, STNE, NFLX, ETSY, JD
|
13F-HR |
8/14/2020, 04:26 PM |
| Q1 2020 |
45 |
$1.9B |
+$894M |
-$584M |
+$311M |
AMZN, WORK, SE, NFLX, MTCH
|
13F-HR |
5/15/2020, 04:21 PM |
| Q4 2019 |
28 |
$1.67B |
+$544M |
-$400M |
+$144M |
SE, NFLX, LYFT, AMZN, PINS
|
13F-HR |
2/14/2020, 04:09 PM |
| Q3 2019 |
28 |
$1.39B |
+$315M |
-$469M |
-$153M |
SE, WORK, LYFT, AMZN, NFLX
|
13F-HR |
11/14/2019, 04:39 PM |
| Q2 2019 |
29 |
$1.85B |
+$805M |
-$248M |
+$557M |
WORK, SE, UBER, NFLX, PINS
|
13F-HR |
8/14/2019, 04:06 PM |
| Q1 2019 |
22 |
$1.23B |
+$328M |
-$509M |
-$181M |
SE, NFLX, FTCHF, AMZN, YNDX
|
13F-HR |
5/15/2019, 02:42 PM |
| Q4 2018 |
26 |
$1.09B |
+$543M |
-$369M |
+$174M |
W, AMZN, NFLX, MSFT, IACXXXX
|
13F-HR |
2/14/2019, 02:17 PM |
| Q3 2018 |
22 |
$1.17B |
+$237M |
-$371M |
-$134M |
W, YNDX, AMZN, IACXXXX, PANW
|
13F-HR |
11/14/2018, 02:30 PM |
| Q2 2018 |
24 |
$1.18B |
+$343M |
-$379M |
-$35.4M |
W, YNDX, AMZN, PAGS, BABA
|
13F-HR |
8/14/2018, 12:32 PM |
| Q1 2018 |
24 |
$1.1B |
+$496M |
-$206M |
+$290M |
W, MTCH, PAGS, AMZN, NVDA
|
13F-HR |
5/15/2018, 11:45 AM |
| Q4 2017 |
21 |
$729M |
+$169M |
-$467M |
-$299M |
W, MTCH, META, AMZN, STMP
|
13F-HR |
2/14/2018, 12:07 PM |
| Q3 2017 |
21 |
$995M |
+$263M |
-$242M |
+$21.1M |
META, STMP, MOMOXXXX, MTCH, WIX
|
13F-HR |
11/14/2017, 02:12 PM |
| Q2 2017 |
20 |
$912M |
+$186M |
-$646M |
-$460M |
MOMOXXXX, WIX, META, STMP, SQ
|
13F-HR |
8/14/2017, 02:14 PM |
| Q1 2017 |
31 |
$1.25B |
+$626M |
-$255M |
+$370M |
MOMOXXXX, META, LOGM, AMZN, SHOP
|
13F-HR |
5/15/2017, 03:02 PM |
| Q4 2016 |
25 |
$732M |
+$290M |
-$224M |
+$65.9M |
LOGM, SHOP, AMZN, BL, MOMOXXXX
|
13F-HR |
2/14/2017, 01:13 PM |
| Q3 2016 |
21 |
$682M |
+$251M |
-$187M |
+$64.2M |
LOGM, AMZN, SHOP, EXPE, BABA
|
13F-HR |
11/14/2016, 03:04 PM |
| Q2 2016 |
21 |
$539M |
+$178M |
-$233M |
-$54.5M |
SHOP, AMZN, EXPE, META, W
|
13F-HR |
8/15/2016, 04:24 PM |
| Q1 2016 |
23 |
$575M |
+$141M |
-$152M |
-$10.9M |
META, SHOP, AMZN, JD, WUBA
|
13F-HR |
5/16/2016, 03:47 PM |
| Q4 2015 |
22 |
$634M |
+$129M |
-$109M |
+$20.1M |
META, JD, WUBA, AMZN, SHOP
|
13F-HR |
2/16/2016, 04:11 PM |
| Q3 2015 |
23 |
$550M |
+$160M |
-$196M |
-$36.2M |
META, JD, WUBA, P, SHOP
|
13F-HR |
11/16/2015, 04:01 PM |
| Q2 2015 |
32 |
$620M |
+$185M |
-$175M |
+$10.2M |
META, YYXXXX, JD, VNET, VIPS
|
13F-HR |
8/14/2015, 09:39 AM |
| Q1 2015 |
28 |
$589M |
+$154M |
-$167M |
-$13M |
META, AAPL, VIPS, MSGZZZZ, YYXXXX
|
13F-HR |
5/15/2015, 10:54 AM |
| Q4 2014 |
32 |
$557M |
+$243M |
-$343M |
-$99.7M |
META, AAPL, YYXXXX, SBACXXXX, VNET
|
13F-HR |
2/17/2015, 02:47 PM |
| Q3 2014 |
34 |
$707M |
+$196M |
-$169M |
+$26.8M |
META, YYXXXX, QIHU, FEYE, P
|
13F-HR |
11/14/2014, 10:24 AM |
| Q2 2014 |
44 |
$723M |
+$310M |
-$111M |
+$199M |
YYXXXX, META, WUBA, TRIP, P
|
13F-HR |
8/14/2014, 10:21 AM |
| Q1 2014 |
40 |
$546M |
+$211M |
-$141M |
+$70.7M |
WUBA, META, SFUN, YYXXXX, VIPS
|
13F-HR |
5/15/2014, 03:59 PM |
| Q4 2013 |
45 |
$469M |
$0 |
$0 |
|
SFUN, WUBA, EJ, AAPL, BITA
|
13F-HR |
2/14/2014, 01:16 PM |