| Q2 2024 |
92 |
$120M |
+$11.9M |
-$12.8M |
-$942K |
MA, NVDA, MARA, MSTR, COIN
|
13F-HR |
8/29/2024, 12:54 PM |
| Q1 2024 |
91 |
$128M |
+$16.1M |
-$16.6M |
-$456K |
MA, MSTR, V, COIN, ACN
|
13F-HR |
6/14/2024, 10:45 AM |
| Q4 2023 |
90 |
$111M |
+$37.3M |
-$50.3M |
-$13M |
COIN, ACN, MSTR, MARA, SQ
|
13F-HR |
6/14/2024, 10:43 AM |
| Q3 2023 |
86 |
$101M |
+$6.98M |
-$13.9M |
-$6.95M |
MSTR, COIN, ACN, PYPL, MARA
|
13F-HR |
6/14/2024, 10:42 AM |
| Q2 2023 |
86 |
$112M |
+$6.44M |
-$14.5M |
-$8.03M |
V, MSTR, TXN, ACN, MA
|
13F-HR |
6/14/2024, 10:40 AM |
| Q1 2023 |
88 |
$109M |
+$16.1M |
-$20.2M |
-$4.17M |
MSTR, SQ, MA, ACN, V
|
13F-HR |
6/14/2024, 10:39 AM |
| Q4 2022 |
85 |
$101M |
+$27.9M |
-$50.3M |
-$22.5M |
ACN, V, MSFT, NDAQ, COIN
|
13F-HR |
6/14/2024, 10:37 AM |
| Q3 2022 |
107 |
$120M |
+$2.88M |
-$19.9M |
-$17M |
MA, MSFT, V, TXN, GS
|
13F-HR |
6/14/2024, 10:35 AM |
| Q2 2022 |
108 |
$143M |
+$10.9M |
-$41.4M |
-$30.4M |
MA, V, MSFT, BYON, TXN
|
13F-HR |
6/14/2024, 10:34 AM |
| Q1 2022 |
108 |
$227M |
+$7.01M |
-$26.7M |
-$19.7M |
MA, V, COIN, MSTR, MSFT
|
13F-HR |
6/14/2024, 10:33 AM |
| Q4 2021 |
108 |
$278M |
+$89.1M |
-$35.7M |
+$53.3M |
MSFT, MA, V, COIN, IBM
|
13F-HR |
6/14/2024, 10:19 AM |
| Q3 2021 |
82 |
$216M |
+$14.8M |
-$80.9M |
-$66.1M |
BYON, IBM, MSFT, NVDA, AMD
|
13F-HR |
6/14/2024, 10:18 AM |
| Q2 2021 |
91 |
$294M |
+$33.1M |
-$28.5M |
+$4.56M |
NVDA, COIN, MSFT, SQ, INTC
|
13F-HR |
6/14/2024, 10:15 AM |
| Q1 2021 |
94 |
$278M |
+$76.2M |
-$31M |
+$45.2M |
MSFT, INTC, NVDA, MARA, TXN
|
13F-HR |
6/14/2024, 10:13 AM |
| Q4 2020 |
90 |
$203M |
$0 |
$0 |
|
MSFT, BIDU, INTC, CAN, NVDA
|
13F-HR |
6/14/2024, 10:07 AM |