Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
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Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q4 2024 | 29 | $486M | +$125M | -$95.1M | +$29.8M | TSM, NVDA, META, MRVL, AMD | 13F-HR | 2/14/2025, 03:51 PM |
Q3 2024 | 21 | $404M | +$75.4M | -$63.3M | +$12.1M | NVDA, TSM, AMD, FROG, AVGO | 13F-HR | 11/14/2024, 03:33 PM |
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, IAC | 13F-HR | 2/14/2019, 02:17 PM |
Q3 2018 | 22 | $1.17B | +$237M | -$371M | -$134M | W, YNDX, AMZN, IAC, 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, MOMO, MTCH, WIX | 13F-HR | 11/14/2017, 02:12 PM |
Q2 2017 | 20 | $912M | +$186M | -$534M | -$348M | MOMO, WIX, META, STMP, SQ | 13F-HR | 8/14/2017, 02:14 PM |
Q1 2017 | 31 | $1.13B | +$514M | -$255M | +$258M | MOMO, META, LOGM, AMZN, SHOP | 13F-HR | 5/15/2017, 03:02 PM |
Q4 2016 | 25 | $732M | +$290M | -$224M | +$65.9M | LOGM, SHOP, AMZN, BL, MOMO | 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, YY, JD, VNET, VIPS | 13F-HR | 8/14/2015, 09:39 AM |
Q1 2015 | 28 | $589M | +$154M | -$167M | -$13M | META, AAPL, VIPS, MSGZZZZ, YY | 13F-HR | 5/15/2015, 10:54 AM |
Q4 2014 | 32 | $557M | +$243M | -$343M | -$99.7M | META, AAPL, YY, SBAC, VNET | 13F-HR | 2/17/2015, 02:47 PM |
Q3 2014 | 34 | $707M | +$196M | -$169M | +$26.8M | META, YY, QIHU, FEYE, P | 13F-HR | 11/14/2014, 10:24 AM |
Q2 2014 | 44 | $723M | +$310M | -$111M | +$199M | YY, META, WUBA, TRIP, P | 13F-HR | 8/14/2014, 10:21 AM |
Q1 2014 | 40 | $546M | +$211M | -$141M | +$70.7M | WUBA, META, SFUN, YY, 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 |