Q2 2024 |
28 |
$762M |
+$269M |
-$437M |
-$168M |
NU, AMZN, AAPL, NVDA, S
|
13F-HR |
8/14/2024, 10:35 AM |
Q1 2024 |
35 |
$923M |
+$276M |
-$425M |
-$149M |
NU, AMZN, NFLX, META, S
|
13F-HR |
5/15/2024, 10:31 AM |
Q4 2023 |
39 |
$973M |
+$377M |
-$267M |
+$111M |
MELI, MSFT, NU, S, NFLX
|
13F-HR |
2/14/2024, 10:42 AM |
Q3 2023 |
29 |
$718M |
+$247M |
-$403M |
-$156M |
META, NU, MSFT, NVDA, S
|
13F-HR |
11/14/2023, 10:52 AM |
Q2 2023 |
32 |
$886M |
+$235M |
-$453M |
-$218M |
AMZN, NFLX, NVDA, S, GTLB
|
13F-HR |
8/14/2023, 04:55 PM |
Q1 2023 |
32 |
$965M |
+$385M |
-$260M |
+$125M |
BABA, NU, META, BIDU, MELI
|
13F-HR |
5/15/2023, 11:14 AM |
Q4 2022 |
27 |
$714M |
+$388M |
-$150M |
+$237M |
BABA, NFLX, SQ, CRM, BIDU
|
13F-HR |
2/14/2023, 10:33 AM |
Q3 2022 |
21 |
$496M |
+$241M |
-$179M |
+$62.3M |
TOST, TMUS, S, TCOM, NFLX
|
13F-HR |
11/14/2022, 02:14 PM |
Q2 2022 |
15 |
$441M |
+$133M |
-$341M |
-$208M |
BABA, BIDU, TOST, TMUS, S
|
13F-HR |
8/15/2022, 10:57 AM |
Q1 2022 |
23 |
$807M |
+$250M |
-$524M |
-$274M |
S, PANW, BABA, MA, TOST
|
13F-HR |
5/16/2022, 10:48 AM |
Q4 2021 |
27 |
$1.29B |
+$494M |
-$400M |
+$94.2M |
S, PANW, TOST, MSFT, NU
|
13F-HR |
2/14/2022, 10:35 AM |
Q3 2021 |
32 |
$1.28B |
+$449M |
-$208M |
+$241M |
S, PANW, CRM, NFLX, RNG
|
13F-HR |
11/15/2021, 11:17 AM |
Q2 2021 |
29 |
$1.05B |
+$491M |
-$402M |
+$88.6M |
S, OKTA, PANW, PAGS, MQ
|
13F-HR |
8/16/2021, 10:34 AM |
Q1 2021 |
31 |
$907M |
+$299M |
-$436M |
-$137M |
MU, NXPI, LYFT, PANW, TXN
|
Restatement |
5/18/2021, 01:23 PM |
Q4 2020 |
32 |
$1.04B |
+$434M |
-$199M |
+$235M |
MU, NXPI, MA, PANW, BABA
|
13F-HR |
2/16/2021, 04:04 PM |
Q3 2020 |
30 |
$635M |
+$139M |
-$230M |
-$91.1M |
BABA, BAND, PINS, QCOM, MELI
|
13F-HR |
11/16/2020, 04:07 PM |
Q2 2020 |
26 |
$634M |
+$323M |
-$69.2M |
+$253M |
BAND, BABA, RNG, FIVN, NFLX
|
13F-HR |
8/14/2020, 04:01 PM |
Q1 2020 |
16 |
$269M |
+$82.1M |
-$243M |
-$161M |
AMZN, BABA, BAND, NFLX, RNG
|
13F-HR |
5/15/2020, 04:00 PM |
Q4 2019 |
22 |
$413M |
+$224M |
-$71.4M |
+$153M |
BABA, BAND, NFLX, MELI, PANW
|
13F-HR |
2/14/2020, 04:00 PM |
Q3 2019 |
21 |
$244M |
+$85.5M |
-$103M |
-$17.9M |
GOOGL, EA, DLB, MELI, BAND
|
13F-HR |
11/14/2019, 04:03 PM |
Q2 2019 |
24 |
$268M |
+$108M |
-$108M |
-$102K |
DOCU, NFLX, BAND, BABA, EA
|
13F-HR |
8/14/2019, 04:02 PM |
Q1 2019 |
23 |
$258M |
+$78.1M |
-$89.8M |
-$11.7M |
AABA, PLAN, DOCU, BAND, NFLX
|
13F-HR |
5/14/2019, 03:01 PM |
Q4 2018 |
23 |
$212M |
+$73.7M |
-$88.8M |
-$15.1M |
DOCU, PLAN, DLB, NFLX, AABA
|
13F-HR |
2/14/2019, 04:00 PM |
Q3 2018 |
29 |
$272M |
+$70.4M |
-$48.3M |
+$22.2M |
DOCU, NFLX, DLB, BABA, WIX
|
13F-HR |
11/14/2018, 04:04 PM |
Q2 2018 |
27 |
$229M |
+$133M |
-$45.4M |
+$87.5M |
DOCU, TTWO, VG, DLB, BAND
|
13F-HR |
8/14/2018, 04:08 PM |
Q1 2018 |
27 |
$128M |
+$46.9M |
-$46.6M |
+$299K |
BABA, VG, NFLX, BAND, PAGS
|
13F-HR |
5/15/2018, 04:02 PM |
Q4 2017 |
24 |
$111M |
+$34.5M |
-$46.2M |
-$11.7M |
BABA, VG, FIVN, EVBG, DLB
|
13F-HR |
2/14/2018, 04:01 PM |
Q3 2017 |
25 |
$116M |
+$31.4M |
-$34.5M |
-$3.18M |
AABA, BABA, DLB, NFLX, FIVN
|
13F-HR |
11/14/2017, 04:05 PM |
Q2 2017 |
26 |
$109M |
+$41.1M |
-$35.5M |
+$5.62M |
P, BABA, AAPL, DLB, EBAY
|
13F-HR |
8/14/2017, 12:27 PM |
Q1 2017 |
24 |
$93.3M |
+$34.7M |
-$20M |
+$14.7M |
BABA, P, DLB, WIX, DISH
|
13F-HR |
5/15/2017, 04:09 PM |
Q4 2016 |
20 |
$71.5M |
+$30.5M |
-$48.7M |
-$18.2M |
DLB, VG, NFLX, WIX, YELP
|
13F-HR |
2/14/2017, 11:47 AM |
Q3 2016 |
28 |
$92.5M |
+$40.5M |
-$21.9M |
+$18.6M |
BABA, GPRO, AMZN, AMT, WIX
|
13F-HR |
11/10/2016, 07:32 PM |
Q2 2016 |
23 |
$63.6M |
+$33.6M |
-$26.6M |
+$6.96M |
YHOO, BABA, SYMC, LVLT, DLB
|
13F-HR |
8/12/2016, 10:39 AM |
Q1 2016 |
24 |
$54.4M |
+$22.9M |
-$52.3M |
-$29.5M |
YHOO, CMCSA, AAPL, MSFT, INTU
|
13F-HR |
5/10/2016, 04:43 PM |
Q4 2015 |
27 |
$88.9M |
$0 |
$0 |
|
GOOGL, BABA, META, DIS, EA
|
13F-HR |
2/11/2016, 01:23 PM |