Q3 2024 |
19 |
$22.6M |
+$9.19M |
-$7.27M |
+$1.92M |
GOOGL, ARM, AAPL, MU, INTC
|
13F-HR |
11/6/2024, 01:02 PM |
Q2 2024 |
20 |
$21.6M |
+$1.92M |
-$117M |
-$115M |
GOOGL, SQ, INTC, MU, ZM
|
13F-HR |
7/31/2024, 12:09 PM |
Q1 2024 |
36 |
$130M |
$0 |
$0 |
|
AMD, META, PYPL, NVDA, UBER
|
13F-HR |
5/9/2024, 06:27 PM |
Q4 2023 |
26 |
$114M |
$0 |
$0 |
|
AMD, AMAT, META, PYPL, UBER
|
13F-HR |
2/8/2024, 02:55 PM |
Q3 2023 |
34 |
$226M |
$0 |
$0 |
|
META, AMZN, AMAT, AMD, PYPL
|
13F-HR |
11/9/2023, 03:23 PM |
Q2 2023 |
33 |
$517M |
$0 |
$0 |
|
META, AMD, AMZN, AMAT, CRWD
|
Restatement |
8/14/2023, 02:01 PM |
Q1 2023 |
72 |
$2.33B |
+$2.29B |
-$729M |
+$1.56B |
FDX, MCHP, FIS, NEE, IP
|
13F-HR |
5/3/2023, 05:14 PM |
Q4 2022 |
45 |
$734M |
$0 |
$0 |
|
NVDA, AMZN, META, AAPL, CRWD
|
13F-HR |
2/3/2023, 08:57 AM |
Q3 2022 |
50 |
$699M |
$0 |
$0 |
|
NVDA, BABA, META, SQ, ZM
|
13F-HR |
10/24/2022, 03:46 PM |
Q2 2022 |
51 |
$586M |
$0 |
$0 |
|
BABA, NVDA, AMZN, AMD, ZM
|
13F-HR |
7/28/2022, 11:03 AM |
Q1 2022 |
56 |
$937M |
$0 |
$0 |
|
NVDA, BABA, SPY, AMD, META
|
13F-HR |
4/27/2022, 03:14 PM |
Q4 2021 |
55 |
$986M |
$0 |
$0 |
|
BABA, SPY, NVDA, META, AMZN
|
13F-HR |
1/28/2022, 03:50 PM |
Q3 2021 |
54 |
$1.1B |
$0 |
$0 |
|
BABA, SPY, NVDA, AMD, AAPL
|
13F-HR |
10/28/2021, 11:54 AM |
Q2 2021 |
49 |
$544M |
$0 |
$0 |
|
SPY, SQ, AAPL, META, AMZN
|
13F-HR |
7/28/2021, 02:52 PM |
Q1 2021 |
55 |
$708M |
+$191M |
-$69.1M |
+$122M |
BABA, SPY, AAPL, SQ, NVDA
|
13F-HR |
4/27/2021, 08:00 PM |
Q4 2020 |
34 |
$591M |
$0 |
$0 |
|
BABA, SPY, AMZN, SQ, AAPL
|
13F-HR |
1/28/2021, 06:51 PM |
Q3 2020 |
34 |
$424M |
$0 |
$0 |
|
BABA, VRT, AMZN, MSFT, AAPL
|
13F-HR |
10/26/2020, 04:44 PM |
Q2 2020 |
36 |
$218M |
$0 |
$0 |
|
VRT, BABA, UBER, AMD, MU
|
13F-HR |
7/27/2020, 05:03 PM |
Q1 2020 |
29 |
$374M |
$0 |
$0 |
|
CLGX, VRT, SPY, AMD, AVGO
|
13F-HR |
4/30/2020, 05:56 PM |
Q4 2019 |
8 |
$683M |
$0 |
$0 |
|
SPY, UBER, AVGO, AMD, BA
|
13F-HR |
2/12/2020, 03:37 PM |