| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q1 2018 | 77 | $132M | +$44.5M | -$32.5M | +$12.1M | AMZN, GOOGL, CRM, WP, V | 13F-HR | 5/11/2018, 11:18 AM |
| Q4 2017 | 71 | $116M | +$23.9M | -$34.3M | -$10.4M | AMZN, GOOGL, PCLN, META, VNTV | 13F-HR | 2/14/2018, 03:59 PM |
| Q3 2017 | 79 | $121M | +$26.8M | -$16.5M | +$10.3M | AMZN, GOOGL, ULTI, EXPE, CRM | 13F-HR | 11/14/2017, 12:46 PM |
| Q2 2017 | 79 | $106M | +$18.5M | -$26.2M | -$7.69M | AMZN, META, HD, AAPL, SPLK | 13F-HR | 8/14/2017, 11:11 AM |
| Q1 2017 | 84 | $110M | +$24.1M | -$21.2M | +$2.87M | AMZN, GOOGL, META, AAPL, V | 13F-HR | 5/12/2017, 05:02 PM |
| Q4 2016 | 79 | $99.4M | $0 | $0 | V, XLK, AAPL, AMZN, GOOG | 13F-HR | 2/13/2017, 03:12 PM |