Q3 2024 |
119 |
$1.99B |
+$92.5M |
-$161M |
-$68.7M |
AMZN, META, GOOG, BKNG, MELI
|
13F-HR |
11/14/2024, 01:08 PM |
Q2 2024 |
122 |
$1.96B |
+$211M |
-$205M |
+$6.59M |
AMZN, META, GOOG, PANW, BKNG
|
13F-HR |
8/8/2024, 11:53 AM |
Q1 2024 |
123 |
$1.94B |
+$166M |
-$248M |
-$81.3M |
AMZN, META, GOOG, PANW, CRM
|
13F-HR |
5/8/2024, 01:15 PM |
Q4 2023 |
129 |
$1.91B |
+$127M |
-$139M |
-$12.3M |
AMZN, PANW, META, GOOG, BKNG
|
13F-HR |
2/2/2024, 01:29 PM |
Q3 2023 |
121 |
$1.73B |
+$119M |
-$77.6M |
+$41.7M |
AMZN, PANW, GOOG, SPLK, META
|
13F-HR |
11/13/2023, 12:03 PM |
Q2 2023 |
122 |
$1.7B |
+$110M |
-$123M |
-$13.6M |
AMZN, PANW, GOOG, META, CRM
|
13F-HR |
8/9/2023, 12:05 PM |
Q1 2023 |
111 |
$1.6B |
+$74.4M |
-$92.2M |
-$17.9M |
AMZN, BKNG, PANW, GOOG, MELI
|
13F-HR |
5/10/2023, 12:53 PM |
Q4 2022 |
132 |
$1.44B |
+$115M |
-$239M |
-$123M |
AMZN, BKNG, GOOG, MELI, EQIX
|
13F-HR |
2/9/2023, 07:27 AM |
Q3 2022 |
132 |
$1.53B |
+$132M |
-$72.9M |
+$59.2M |
AMZN, GOOG, BKNG, MELI, BSCN
|
13F-HR |
11/14/2022, 11:56 AM |
Q2 2022 |
122 |
$1.59B |
+$182M |
-$201M |
-$18.4M |
AMZN, GOOG, BKNG, MA, EQIX
|
13F-HR |
8/11/2022, 03:29 PM |
Q1 2022 |
126 |
$2.09B |
+$164M |
-$164M |
+$279K |
AMZN, GOOG, SPLK, BKNG, MELI
|
13F-HR |
5/4/2022, 04:14 PM |
Q4 2021 |
121 |
$2.3B |
+$88.5M |
-$57.8M |
+$30.7M |
AMZN, GOOG, MELI, PYPL, NFLX
|
13F-HR |
2/10/2022, 04:19 PM |
Q3 2021 |
123 |
$2.3B |
+$44.1M |
-$146M |
-$102M |
AMZN, GOOG, PYPL, MELI, CRM
|
13F-HR |
11/12/2021, 12:41 PM |
Q2 2021 |
120 |
$2.38B |
+$117M |
-$129M |
-$12.1M |
AMZN, PYPL, GOOG, MELI, CRM
|
13F-HR |
8/13/2021, 10:52 AM |
Q1 2021 |
119 |
$2.23B |
+$79.3M |
-$81.1M |
-$1.85M |
AMZN, PYPL, MELI, GOOG, NFLX
|
13F-HR |
5/11/2021, 05:07 PM |
Q4 2020 |
116 |
$2.25B |
+$163M |
-$115M |
+$48.3M |
AMZN, MELI, PYPL, SPLK, GOOG
|
13F-HR |
2/11/2021, 06:34 PM |
Q3 2020 |
113 |
$1.92B |
+$95.5M |
-$39.5M |
+$56M |
AMZN, PYPL, MELI, SPLK, CRM
|
13F-HR |
11/12/2020, 02:31 PM |
Q2 2020 |
117 |
$1.76B |
+$166M |
-$171M |
-$4.23M |
AMZN, SPLK, PYPL, MELI, GOOG
|
13F-HR |
8/12/2020, 03:15 PM |
Q1 2020 |
124 |
$1.38B |
+$50.6M |
-$93.2M |
-$42.6M |
AMZN, SPLK, GOOG, PYPL, NFLX
|
13F-HR |
5/13/2020, 11:33 AM |
Q4 2019 |
124 |
$1.66B |
+$134M |
-$92.6M |
+$41.4M |
AMZN, SPLK, GOOG, PYPL, CRM
|
13F-HR |
2/14/2020, 11:32 AM |
Q3 2019 |
126 |
$1.51B |
+$117M |
-$140M |
-$23M |
AMZN, SPLK, PYPL, GOOG, MELI
|
13F-HR |
11/12/2019, 05:24 PM |
Q2 2019 |
130 |
$1.59B |
+$70.9M |
-$82.5M |
-$11.6M |
AMZN, PYPL, ALGN, MELI, GOOG
|
13F-HR |
8/14/2019, 02:06 PM |
Q1 2019 |
129 |
$1.55B |
+$139M |
-$91.4M |
+$47.5M |
AMZN, ALGN, PYPL, GOOG, IONS
|
13F-HR |
5/7/2019, 04:43 PM |
Q4 2018 |
129 |
$1.3B |
+$54.6M |
-$85.2M |
-$30.6M |
AMZN, PYPL, GOOG, ALGN, SBUX
|
13F-HR |
2/12/2019, 02:20 PM |
Q3 2018 |
1 |
$0 |
$0 |
$0 |
|
|
New Holdings |
1/10/2019, 12:07 PM |
Q3 2018 |
138 |
$1.48B |
+$87.4M |
-$101M |
-$14M |
ALGN, GOOG, PYPL, BKNG, CRM
|
13F-HR |
11/6/2018, 04:44 PM |
Q2 2018 |
129 |
$1.42B |
+$284M |
-$262M |
+$22.1M |
AMZN, ALGN, GOOG, PYPL, IPGP
|
13F-HR |
8/10/2018, 09:39 AM |
Q1 2018 |
141 |
$1.36B |
+$287M |
-$270M |
+$16.2M |
AMZN, ALGN, IPGP, PYPL, GOOG
|
13F-HR |
5/4/2018, 03:01 PM |
Q4 2017 |
149 |
$1.3B |
+$88.3M |
-$48.6M |
+$39.7M |
META, AMZN, ALGN, PYPL, IPGP
|
13F-HR |
2/14/2018, 10:48 AM |
Q3 2017 |
147 |
$1.17B |
+$41.8M |
-$24.3M |
+$17.5M |
META, AMZN, ALGN, PYPL, IPGP
|
13F-HR |
11/14/2017, 07:32 AM |
Q2 2017 |
151 |
$1.1B |
+$105M |
-$90.9M |
+$13.8M |
META, AMZN, SBUX, PYPL, ALGN
|
13F-HR |
8/11/2017, 09:22 AM |
Q1 2017 |
152 |
$1.03B |
+$103M |
-$69.3M |
+$33.7M |
AMZN, META, SBUX, GOOG, ALGN
|
13F-HR |
5/11/2017, 10:00 AM |
Q4 2016 |
146 |
$935M |
+$86.3M |
-$90.5M |
-$4.15M |
AMZN, SBUX, META, BSCM, GOOG
|
13F-HR |
2/2/2017, 01:18 PM |
Q3 2016 |
153 |
$948M |
+$27.2M |
-$39M |
-$11.8M |
META, AMZN, SBUX, BSCM, BSCL
|
13F-HR |
11/14/2016, 10:45 AM |
Q2 2016 |
150 |
$911M |
+$102M |
-$36M |
+$66.3M |
SBUX, META, AMZN, BSCM, BSCL
|
13F-HR |
8/12/2016, 12:32 PM |
Q1 2016 |
135 |
$849M |
+$62.5M |
-$38.4M |
+$24.1M |
SBUX, META, BSCM, AMZN, BSCL
|
13F-HR |
5/12/2016, 09:19 AM |
Q4 2015 |
140 |
$842M |
+$90.3M |
-$37.9M |
+$52.3M |
SBUX, META, AMZN, LNKD, BSCM
|
13F-HR |
2/12/2016, 01:06 PM |
Q3 2015 |
155 |
$761M |
+$235M |
-$45.7M |
+$189M |
SBUX, META, BSCM, BSCI, BSCK
|
13F-HR |
11/13/2015, 07:47 AM |
Q2 2015 |
153 |
$625M |
+$195M |
-$37.4M |
+$158M |
SBUX, META, LNKD, AAPL, BSCM
|
13F-HR |
8/11/2015, 07:44 AM |
Q1 2015 |
145 |
$479M |
+$311M |
-$5.29M |
+$306M |
SBUX, META, LNKD, AAPL, WFM
|
13F-HR |
5/15/2015, 10:33 AM |
Q4 2014 |
75 |
$166M |
$0 |
$0 |
|
META, SBUX, LNKD, MA, AAPL
|
13F-HR |
2/13/2015, 11:24 AM |