| Q3 2025 |
74 |
$40.8B |
+$6.01B |
-$3.94B |
+$2.06B |
META, MSFT, TSM, GEV, AMZN
|
13F-HR |
11/14/2025, 03:23 PM |
| Q2 2025 |
70 |
$35.9B |
+$6.76B |
-$2.1B |
+$4.66B |
CRWV, META, AMZN, GEV, MSFT
|
13F-HR |
8/14/2025, 12:37 PM |
| Q1 2025 |
70 |
$22.7B |
+$2.64B |
-$6.46B |
-$3.82B |
META, AMZN, TSM, CEG, MSFT
|
13F-HR |
5/15/2025, 12:56 PM |
| Q4 2024 |
68 |
$29.7B |
+$4.83B |
-$3.85B |
+$980M |
AMZN, META, TSM, MSFT, CEG
|
13F-HR |
2/14/2025, 12:07 PM |
| Q3 2024 |
81 |
$26.9B |
+$5.61B |
-$5.08B |
+$528M |
META, AMZN, CEG, MSFT, TSM
|
13F-HR |
11/14/2024, 02:49 PM |
| Q2 2024 |
74 |
$25.7B |
+$4.76B |
-$4.77B |
-$15.3M |
META, AMZN, TSM, NVDA, MSFT
|
13F-HR |
8/13/2024, 08:19 PM |
| Q1 2024 |
90 |
$25.5B |
+$6.78B |
-$10.2B |
-$3.43B |
META, AMZN, MSFT, CRM, TSM
|
13F-HR |
5/14/2024, 05:32 PM |
| Q4 2023 |
100 |
$23.8B |
+$3.95B |
-$2.96B |
+$988M |
NVDA, META, AMD, AMZN, MSFT
|
13F-HR |
2/13/2024, 05:54 PM |
| Q3 2023 |
100 |
$19.7B |
+$3.36B |
-$3.3B |
+$64.9M |
NVDA, META, AMZN, AMD, MSFT
|
13F-HR |
11/13/2023, 05:31 PM |
| Q2 2023 |
97 |
$20.4B |
+$5.37B |
-$2.55B |
+$2.82B |
NVDA, MSFT, META, AMZN, AMD
|
13F-HR |
8/11/2023, 06:39 PM |
| Q1 2023 |
74 |
$15B |
+$6.26B |
-$1.17B |
+$5.09B |
META, NVDA, TSLA, MRNA, NFLX
|
13F-HR |
5/12/2023, 05:53 PM |
| Q4 2022 |
72 |
$8.92B |
+$2.82B |
-$1.43B |
+$1.39B |
MRNA, NVDA, TSLA, META, BABA
|
13F-HR |
2/13/2023, 04:56 PM |
| Q3 2022 |
84 |
$8.61B |
+$2.55B |
-$1.08B |
+$1.47B |
TSLA, MRNA, RIVN, UBER, NVDA
|
13F-HR |
11/10/2022, 05:07 PM |
| Q2 2022 |
81 |
$8.26B |
+$1.98B |
-$2.36B |
-$376M |
TSLA, MRNA, RIVN, AMZN, JD
|
13F-HR |
8/15/2022, 09:39 AM |
| Q1 2022 |
57 |
$13.7B |
+$2.75B |
-$2.04B |
+$702M |
TSLA, RIVN, MRNA, SQ, META
|
13F-HR |
5/13/2022, 07:48 PM |
| Q4 2021 |
81 |
$22.6B |
+$7.49B |
-$6.05B |
+$1.44B |
RIVN, TSLA, MRNA, DIS, AMZN
|
13F-HR |
2/11/2022, 06:26 PM |
| Q3 2021 |
77 |
$24.6B |
+$3.85B |
-$4.69B |
-$834M |
MRNA, DASH, SNOW, DIS, TSLA
|
13F-HR |
11/12/2021, 05:19 PM |
| Q2 2021 |
1 |
$301M |
$0 |
$0 |
|
DIDIY
|
New Holdings |
11/12/2021, 04:44 PM |
| Q2 2021 |
76 |
$25.5B |
+$7.4B |
-$1.85B |
+$5.55B |
DASH, AMZN, MRNA, TSLA, SQ
|
13F-HR |
8/13/2021, 04:43 PM |
| Q1 2021 |
66 |
$18.2B |
+$2.46B |
-$10.3B |
-$7.82B |
DASH, SNOW, DIS, TSLA, RUN
|
13F-HR |
5/14/2021, 05:24 PM |
| Q4 2020 |
76 |
$26.7B |
+$6.1B |
-$1.36B |
+$4.74B |
DIS, PYPL, TSLA, SQ, RUN
|
13F-HR |
2/16/2021, 10:18 AM |
| Q3 2020 |
73 |
$19.1B |
+$6.6B |
-$543M |
+$6.06B |
PYPL, TSLA, DIS, ZM, SNOW
|
13F-HR |
11/16/2020, 01:22 PM |
| Q2 2020 |
88 |
$11.4B |
+$3.85B |
-$3.48B |
+$370M |
PYPL, DIS, ZM, NFLX, AMZN
|
13F-HR |
8/14/2020, 12:02 PM |
| Q1 2020 |
149 |
$7.86B |
+$1.96B |
-$4.55B |
-$2.59B |
NFLX, LBRDK, AMZN, BABA, META
|
13F-HR |
5/15/2020, 10:52 AM |
| Q4 2019 |
383 |
$12.6B |
+$2.54B |
-$1.94B |
+$603M |
LBRDK, BABA, NOW, META, MSFT
|
13F-HR |
2/13/2020, 06:28 PM |
| Q3 2019 |
215 |
$11.7B |
+$2.09B |
-$1.31B |
+$782M |
LBRDK, NOW, BABA, GPN, META
|
13F-HR |
11/14/2019, 12:24 PM |
| Q2 2019 |
164 |
$11.8B |
+$3.06B |
-$860M |
+$2.2B |
LBRDK, NOW, META, MSFT, NFLX
|
13F-HR |
8/14/2019, 09:34 AM |
| Q1 2019 |
116 |
$9.03B |
+$1.83B |
-$2.07B |
-$240M |
LBRDK, NOW, AMZN, META, NFLX
|
13F-HR |
5/15/2019, 02:04 PM |
| Q4 2018 |
110 |
$8.43B |
+$1.94B |
-$790M |
+$1.15B |
BABA, AMZN, MSFT, META, LBRDK
|
13F-HR |
2/14/2019, 09:52 AM |
| Q3 2018 |
110 |
$9.54B |
+$1.74B |
-$2.92B |
-$1.18B |
LBRDK, ATVI, MSFT, META, NFLX
|
13F-HR |
11/13/2018, 05:11 PM |
| Q2 2018 |
107 |
$11.9B |
+$2.6B |
-$2.69B |
-$91.5M |
META, TWTR, EA, ATVI, SHOP
|
13F-HR |
8/14/2018, 03:09 PM |
| Q1 2018 |
124 |
$12.1B |
+$2.08B |
-$1.75B |
+$329M |
TWTR, META, SHOP, EA, AVGOXXXX
|
13F-HR |
5/14/2018, 04:19 PM |
| Q4 2017 |
43 |
$12.8B |
+$2.16B |
-$1.24B |
+$914M |
AVGOXXXX, META, NVDA, BABA, LBRDK
|
13F-HR |
2/13/2018, 02:21 PM |
| Q3 2017 |
45 |
$12.2B |
+$1.17B |
-$394M |
+$771M |
META, AAPL, BABA, LBRDK, ATVI
|
13F-HR |
11/13/2017, 02:03 PM |
| Q2 2017 |
45 |
$11.1B |
+$947M |
-$520M |
+$427M |
META, LBRDK, BABA, ATVI, AVGOXXXX
|
13F-HR |
8/11/2017, 03:01 PM |
| Q1 2017 |
44 |
$10.4B |
+$2.16B |
-$529M |
+$1.63B |
META, LBRDK, AVGOXXXX, ATVI, BAC
|
13F-HR |
5/15/2017, 12:19 PM |
| Q4 2016 |
56 |
$8.44B |
+$1.68B |
-$965M |
+$719M |
META, LBRDK, NVDA, GOOG, ATVI
|
13F-HR |
2/13/2017, 02:22 PM |
| Q3 2016 |
50 |
$8.15B |
+$2.19B |
-$675M |
+$1.51B |
META, AAPL, LBRDK, ATVI, NFLX
|
13F-HR |
11/10/2016, 04:40 PM |
| Q2 2016 |
56 |
$7.02B |
+$1.13B |
-$1.53B |
-$401M |
ATVI, LBRDK, META, NFLX, JD
|
13F-HR |
8/12/2016, 09:44 AM |
| Q1 2016 |
56 |
$8.01B |
+$1.62B |
-$1.2B |
+$425M |
META, MSFT, NFLX, JD, GOOG
|
13F-HR |
5/16/2016, 11:58 AM |
| Q4 2015 |
56 |
$10.1B |
+$2.04B |
-$766M |
+$1.28B |
GOOG, MSFT, NFLX, AAPL, META
|
13F-HR |
2/16/2016, 01:55 PM |
| Q3 2015 |
56 |
$8.91B |
+$1.58B |
-$1.01B |
+$574M |
AAPL, META, NFLX, AVGOXXXX, CHTRXXXX
|
13F-HR |
11/13/2015, 12:48 PM |
| Q2 2015 |
63 |
$10B |
+$2.81B |
-$2.92B |
-$110M |
AAPL, META, AVGOXXXX, JD, CHTRXXXX
|
13F-HR |
8/14/2015, 09:38 AM |
| Q1 2015 |
49 |
$10.5B |
|
|
|
AAPL, AVGOXXXX, NFLX, CHTRXXXX, META
|
New Holdings |
6/9/2015, 12:59 PM |
| Q1 2015 |
49 |
$10.5B |
+$1.86B |
-$1.49B |
+$364M |
AAPL, AVGOXXXX, NFLX, CHTRXXXX, META
|
13F-HR |
5/15/2015, 10:49 AM |
| Q4 2014 |
53 |
$10.6B |
+$2.32B |
-$983M |
+$1.34B |
AAPL, AVGOXXXX, LNKD, BIDU, NFLX
|
13F-HR |
2/13/2015, 05:01 PM |
| Q3 2014 |
49 |
$9.77B |
+$2.29B |
-$551M |
+$1.73B |
AAPL, NFLX, BIDU, LNKD, AVGOXXXX
|
13F-HR |
11/13/2014, 05:37 PM |
| Q2 2014 |
44 |
$8.03B |
+$3.59B |
-$840M |
+$2.75B |
AAPL, NFLX, MU, AVGOXXXX, CHTRXXXX
|
13F-HR |
8/14/2014, 10:30 AM |
| Q1 2014 |
39 |
$5.66B |
+$1.67B |
-$3.68B |
-$2.01B |
NFLX, BIDU, CBS, META, TWX
|
13F-HR |
5/15/2014, 09:42 AM |
| Q4 2013 |
48 |
$10.2B |
|
|
|
CBS, AAPL, TWX, AMZN, BIDU
|
13F-HR |
2/13/2014, 05:00 PM |