Q3 2024 |
20 |
$254M |
+$115M |
-$239M |
-$124M |
AAPL, SPOT, DKNG, SPHR, APO
|
13F-HR |
11/14/2024, 04:19 PM |
Q2 2024 |
25 |
$365M |
+$176M |
-$356M |
-$180M |
AMZN, AAPL, SPOT, TSM, UBER
|
13F-HR |
8/14/2024, 04:13 PM |
Q1 2024 |
28 |
$521M |
+$362M |
-$299M |
+$63M |
META, AAPL, DELL, MSFT, ANET
|
13F-HR |
5/15/2024, 04:14 PM |
Q4 2023 |
30 |
$412M |
+$275M |
-$292M |
-$17.2M |
EDR, META, SNOW, BATRK, LYV
|
13F-HR |
2/14/2024, 04:36 PM |
Q3 2023 |
22 |
$409M |
+$199M |
-$332M |
-$134M |
MSFT, META, UBER, FWONK, AMD
|
13F-HR |
11/14/2023, 04:30 PM |
Q2 2023 |
24 |
$545M |
+$353M |
-$255M |
+$97.8M |
AMZN, MSFT, FWONK, MSGS, META
|
13F-HR |
8/14/2023, 04:13 PM |
Q1 2023 |
28 |
$427M |
+$247M |
-$184M |
+$63.3M |
FWONK, ADBE, UBER, VRSK, TENB
|
13F-HR |
5/15/2023, 04:44 PM |
Q4 2022 |
26 |
$329M |
+$201M |
-$548M |
-$347M |
FWONK, CHTR, CRM, LYV, SQ
|
13F-HR |
2/14/2023, 04:10 PM |
Q3 2022 |
28 |
$687M |
+$462M |
-$117M |
+$345M |
MSFT, META, UBER, NFLX, EXPE
|
13F-HR |
11/14/2022, 04:12 PM |
Q2 2022 |
23 |
$346M |
+$204M |
-$467M |
-$263M |
V, FWONK, META, CRM, NOW
|
13F-HR |
8/15/2022, 04:13 PM |
Q1 2022 |
35 |
$700M |
+$480M |
-$1.02B |
-$539M |
V, GPN, AMZN, INTU, RH
|
13F-HR |
5/16/2022, 04:22 PM |
Q4 2021 |
38 |
$1.27B |
+$632M |
-$824M |
-$192M |
AMZN, V, META, NFLX, SPOT
|
13F-HR |
2/14/2022, 04:28 PM |
Q3 2021 |
39 |
$1.5B |
+$636M |
-$340M |
+$296M |
MSFT, CRM, META, ADBE, GOOGL
|
13F-HR |
11/15/2021, 04:15 PM |
Q2 2021 |
43 |
$1.24B |
+$467M |
-$879M |
-$412M |
META, AMZN, ADBE, GOOGL, EXPE
|
13F-HR |
8/16/2021, 04:25 PM |
Q1 2021 |
36 |
$1.56B |
+$881M |
-$758M |
+$123M |
GOOGL, META, ADBE, AMZN, TRIP
|
13F-HR |
5/17/2021, 04:03 PM |
Q4 2020 |
35 |
$1.42B |
+$539M |
-$460M |
+$78.8M |
BABA, AMZN, CHTR, META, WDAY
|
13F-HR |
2/16/2021, 04:16 PM |
Q3 2020 |
37 |
$1.23B |
+$535M |
-$203M |
+$333M |
AMZN, BABA, META, MSFT, CHTR
|
13F-HR |
11/16/2020, 01:22 PM |
Q2 2020 |
35 |
$774M |
+$457M |
-$183M |
+$273M |
CHTR, AMZN, BABA, EBAY, DT
|
13F-HR |
8/14/2020, 11:18 AM |
Q1 2020 |
26 |
$405M |
+$210M |
-$663M |
-$453M |
CHTR, ATUS, MSFT, ATVI, NUAN
|
13F-HR |
5/15/2020, 11:12 AM |
Q4 2019 |
30 |
$916M |
+$476M |
-$335M |
+$141M |
META, AMZN, TME, PARA, UBER
|
13F-HR |
2/14/2020, 08:22 AM |
Q3 2019 |
24 |
$708M |
+$299M |
-$379M |
-$79.2M |
META, BABA, GOOGL, AMZN, MSFT
|
13F-HR |
11/14/2019, 10:35 AM |
Q2 2019 |
27 |
$828M |
+$372M |
-$506M |
-$134M |
NFLX, META, BABA, SE, JD
|
13F-HR |
8/14/2019, 01:28 PM |
Q1 2019 |
26 |
$935M |
+$641M |
-$210M |
+$431M |
META, DIS, ADBE, SPOT, CMCSA
|
13F-HR |
5/15/2019, 10:14 AM |
Q4 2018 |
22 |
$446M |
+$185M |
-$506M |
-$321M |
AMZN, GOOGL, CMCSA, META, ATUS
|
13F-HR |
2/14/2019, 03:47 PM |
Q3 2018 |
28 |
$857M |
+$511M |
-$372M |
+$139M |
SPOT, AMZN, CMCSA, CHTR, MSFT
|
13F-HR |
11/14/2018, 09:44 AM |
Q2 2018 |
25 |
$685M |
+$509M |
-$332M |
+$177M |
SPOT, META, GOOGL, TSG, ADBE
|
13F-HR |
8/14/2018, 09:31 AM |
Q1 2018 |
23 |
$497M |
+$166M |
-$253M |
-$87.7M |
AMZN, BABA, ADBE, MSFT, GOOGL
|
13F-HR |
5/15/2018, 01:32 PM |
Q4 2017 |
25 |
$550M |
+$227M |
-$354M |
-$127M |
META, GOOGL, AMZN, BABA, EA
|
13F-HR |
2/14/2018, 03:25 PM |
Q3 2017 |
26 |
$654M |
+$404M |
-$182M |
+$221M |
TWX, META, GOOGL, CBS, AMZN
|
13F-HR |
11/14/2017, 08:43 AM |
Q2 2017 |
27 |
$409M |
+$244M |
-$222M |
+$22.4M |
GOOGL, AABA, META, V, EXPE
|
13F-HR |
8/14/2017, 09:16 AM |
Q1 2017 |
27 |
$374M |
+$177M |
-$138M |
+$39.1M |
GOOGL, META, DIS, CHTR, BABA
|
13F-HR |
5/15/2017, 10:48 AM |
Q4 2016 |
27 |
$305M |
$0 |
$0 |
|
GOOGL, NFLX, TWX, META, VIAB
|
Restatement |
2/14/2017, 01:45 PM |