Q3 2024 |
16 |
$734M |
+$63.5M |
-$23.7M |
+$39.8M |
AMZN, MELI, APPF, CPNG, MSFT
|
13F-HR |
11/14/2024, 11:47 AM |
Q2 2024 |
13 |
$663M |
+$29.9M |
-$23.1M |
+$6.8M |
AMZN, MELI, MSFT, APPF, CRM
|
13F-HR |
8/15/2024, 03:35 PM |
Q1 2024 |
12 |
$647M |
+$62.4M |
-$42.7M |
+$19.8M |
AMZN, CRM, MELI, MSFT, APPF
|
13F-HR |
5/15/2024, 04:03 PM |
Q4 2023 |
11 |
$544M |
+$7.81M |
-$79.1M |
-$71.3M |
AMZN, CRM, MELI, MSFT, APPF
|
13F-HR |
2/14/2024, 04:15 PM |
Q3 2023 |
11 |
$532M |
+$26.6M |
-$31.5M |
-$4.86M |
AMZN, CRM, MELI, MSFT, APPF
|
13F-HR |
11/14/2023, 04:13 PM |
Q2 2023 |
15 |
$534M |
+$52.5M |
-$31.5M |
+$21M |
AMZN, CRM, MELI, MSFT, APPF
|
13F-HR |
8/14/2023, 04:22 PM |
Q1 2023 |
16 |
$461M |
+$15.3M |
-$74.3M |
-$58.9M |
CRM, AMZN, MELI, MSFT, GOOG
|
Restatement |
5/22/2023, 01:45 PM |
Q4 2022 |
16 |
$406M |
+$50.6M |
-$38.9M |
+$11.7M |
CRM, AMZN, MELI, MSFT, GOOG
|
13F-HR |
2/14/2023, 01:51 PM |
Q3 2022 |
18 |
$395M |
+$97.4M |
-$20.3M |
+$77.1M |
CRM, MELI, GOOG, VEEV, AMZN
|
13F-HR |
11/14/2022, 01:29 PM |
Q2 2022 |
19 |
$372M |
+$102M |
-$16.7M |
+$85.5M |
CRM, MELI, GOOG, AMZN, VEEV
|
13F-HR |
8/12/2022, 03:45 PM |
Q1 2022 |
23 |
$441M |
+$141M |
-$11.3M |
+$130M |
CRM, MELI, GOOG, AMZN, DASH
|
Restatement |
5/17/2022, 09:11 AM |
Q4 2021 |
25 |
$370M |
+$33.1M |
-$36.3M |
-$3.2M |
CRM, MELI, GOOG, AMZN, GOOGL
|
Restatement |
2/18/2022, 01:46 PM |
Q3 2021 |
25 |
$413M |
+$91.5M |
-$539K |
+$91M |
CRM, MELI, GOOG, NFLX, AMZN
|
13F-HR |
11/15/2021, 12:41 PM |
Q2 2021 |
23 |
$315M |
+$99.8M |
-$14.8T |
-$14.8T |
CRM, MELI, GOOG, NFLX, TLS
|
13F-HR |
8/12/2021, 07:03 PM |
Q1 2021 |
24 |
$205M |
+$108M |
-$18M |
+$90.2M |
CRM, MELI, GOOG, TLS, NFLX
|
13F-HR |
5/14/2021, 01:48 PM |
Q4 2020 |
19 |
$117M |
$0 |
$0 |
|
CRM, MELI, GOOG, NFLX, AMZN
|
Restatement |
5/18/2021, 05:10 PM |