Q4 2024 |
38 |
$8.44B |
+$1.68B |
-$1.76B |
-$79.4M |
AMZN, AVGO, APP, CLS, META
|
13F-HR |
2/14/2025, 04:00 PM |
Q3 2024 |
36 |
$7.13B |
+$1.47B |
-$1.52B |
-$43.8M |
AMZN, CLS, META, NVDA, GOOGL
|
13F-HR |
11/14/2024, 04:07 PM |
Q2 2024 |
39 |
$7.05B |
+$2.9B |
-$2.17B |
+$732M |
NVDA, GOOGL, MSFT, AMZN, CLS
|
13F-HR |
8/14/2024, 04:03 PM |
Q1 2024 |
33 |
$6.73B |
+$1.99B |
-$1.58B |
+$406M |
NVDA, AMZN, META, MSFT, NU
|
13F-HR |
5/15/2024, 04:35 PM |
Q4 2023 |
38 |
$5.59B |
+$1.83B |
-$1.94B |
-$107M |
META, MSFT, AMZN, ESTC, DKNG
|
13F-HR |
2/14/2024, 04:09 PM |
Q3 2023 |
52 |
$4.95B |
+$852M |
-$1.73B |
-$874M |
MSFT, META, NVDA, SPLK, DKNG
|
13F-HR |
11/14/2023, 04:12 PM |
Q2 2023 |
50 |
$5.8B |
+$1.55B |
-$1.22B |
+$324M |
META, MSFT, NVDA, NFLX, HUBS
|
13F-HR |
8/14/2023, 05:06 PM |
Q1 2023 |
41 |
$4.54B |
+$2.07B |
-$511M |
+$1.56B |
META, NVDA, NFLX, MSFT, WDAY
|
13F-HR |
5/15/2023, 04:10 PM |
Q4 2022 |
39 |
$2.98B |
+$935M |
-$725M |
+$210M |
NFLX, WDAY, SPLK, ORCL, INTU
|
13F-HR |
2/14/2023, 03:09 PM |
Q3 2022 |
40 |
$3.56B |
+$1.27B |
-$520M |
+$752M |
AMZN, MSFT, NFLX, MPWR, INTU
|
13F-HR |
11/14/2022, 03:16 PM |
Q2 2022 |
34 |
$3.37B |
+$1.1B |
-$1.39B |
-$295M |
MSFT, MPWR, INTU, SPLK, AMZN
|
13F-HR |
8/15/2022, 04:37 PM |
Q1 2022 |
49 |
$8.07B |
+$3.79B |
-$3.71B |
+$86.8M |
AMZN, GOOGL, CRWD, MSFT, MPWR
|
13F-HR |
5/16/2022, 04:10 PM |
Q4 2021 |
49 |
$11.8B |
+$2.04B |
-$1.63B |
+$412M |
TSLA, GOOGL, BILL, SHOP, CRWD
|
13F-HR |
2/14/2022, 03:21 PM |
Q3 2021 |
69 |
$15.2B |
+$2.51B |
-$2.2B |
+$312M |
BILL, GOOGL, TSLA, AMZN, CRWD
|
13F-HR |
11/15/2021, 04:11 PM |
Q2 2021 |
62 |
$15.3B |
+$5.28B |
-$3.14B |
+$2.15B |
AMZN, SHOP, CRWD, BILL, GOOGL
|
Restatement |
9/24/2021, 05:22 PM |
Q1 2021 |
49 |
$12.2B |
+$4.13B |
-$6.6B |
-$2.47B |
AMZN, GOOGL, TSLA, BILL, W
|
13F-HR |
5/17/2021, 04:15 PM |
Q4 2020 |
52 |
$15B |
+$3.89B |
-$3.66B |
+$234M |
TSLA, CRWD, PTON, SQ, FIVN
|
13F-HR |
2/16/2021, 03:14 PM |
Q3 2020 |
48 |
$15.1B |
+$4.06B |
-$1.37B |
+$2.7B |
AMZN, SHOP, TSLA, ZM, JD
|
13F-HR |
11/16/2020, 03:31 PM |
Q2 2020 |
43 |
$12.5B |
+$2.71B |
-$655M |
+$2.05B |
AMZN, SHOP, TSLA, FSLY, DOCU
|
13F-HR |
8/14/2020, 05:01 PM |
Q1 2020 |
49 |
$7.34B |
+$2.84B |
-$425M |
+$2.42B |
AMZN, MSFT, TSLA, SHOP, ZM
|
13F-HR |
5/15/2020, 04:23 PM |
Q4 2019 |
40 |
$5.89B |
+$1.46B |
-$1B |
+$455M |
COUP, MSFT, AMZN, SHOP, SMAR
|
13F-HR |
2/14/2020, 12:04 PM |
Q3 2019 |
39 |
$5.41B |
+$890M |
-$177M |
+$714M |
COUP, AMZN, SHOP, META, AYX
|
13F-HR |
11/14/2019, 03:30 PM |
Q2 2019 |
44 |
$5.84B |
+$1.44B |
-$776M |
+$663M |
COUP, AMZN, META, SMAR, SHOP
|
13F-HR |
8/14/2019, 04:26 PM |
Q1 2019 |
42 |
$5.55B |
+$2.13B |
-$357M |
+$1.78B |
MDB, AMZN, COUP, CDAY, NFLX
|
13F-HR |
5/15/2019, 04:30 PM |
Q4 2018 |
29 |
$3.14B |
+$472M |
-$467M |
+$4.67M |
AMZN, TWLO, MDB, NFLX, CRM
|
13F-HR |
2/14/2019, 03:40 PM |
Q3 2018 |
35 |
$4.49B |
+$1.25B |
-$208M |
+$1.05B |
AMZN, MDB, NFLX, SQ, SHOP
|
13F-HR |
11/14/2018, 03:47 PM |
Q2 2018 |
33 |
$3.5B |
+$1.16B |
-$402M |
+$760M |
AMZN, NFLX, META, SHOP, MDB
|
13F-HR |
8/14/2018, 05:23 PM |
Q1 2018 |
30 |
$2.94B |
+$1B |
-$271M |
+$732M |
AMZN, NFLX, SHOP, SQ, META
|
13F-HR |
5/15/2018, 04:43 PM |
Q4 2017 |
29 |
$2.16B |
+$552M |
-$158M |
+$395M |
AMZN, SHOP, BABA, META, GOOGL
|
13F-HR |
2/14/2018, 04:24 PM |
Q3 2017 |
33 |
$1.92B |
+$608M |
-$36M |
+$572M |
AMZN, SHOP, BABA, META, LNW
|
Restatement |
11/15/2017, 08:53 AM |
Q2 2017 |
28 |
$1.43B |
+$390M |
-$206M |
+$184M |
AMZN, BABA, ELLI, SHOP, GOOGL
|
Restatement |
8/14/2017, 06:26 PM |
Q1 2017 |
30 |
$1.84B |
+$696M |
-$90.4M |
+$605M |
AMZN, ELLI, NTES, META, NFLX
|
13F-HR |
5/15/2017, 05:05 PM |
Q4 2016 |
30 |
$1.24B |
+$233M |
-$163M |
+$69.5M |
AMZN, ELLI, GOOGL, META, NTES
|
13F-HR |
2/14/2017, 04:23 PM |
Q3 2016 |
32 |
$1.55B |
+$521M |
-$157M |
+$364M |
AMZN, ELLI, GOOGL, ZEN, META
|
13F-HR |
11/14/2016, 04:17 PM |
Q2 2016 |
31 |
$1.2B |
+$328M |
-$104M |
+$223M |
AMZN, ELLI, ZEN, SYMC, META
|
13F-HR |
8/15/2016, 04:58 PM |
Q1 2016 |
35 |
$1.08B |
+$328M |
-$286M |
+$42.3M |
AMZN, ZEN, ELLI, META, MSFT
|
13F-HR |
5/16/2016, 05:13 PM |
Q4 2015 |
33 |
$1.2B |
+$307M |
-$134M |
+$174M |
AMZN, NTES, ZEN, ELLI, META
|
13F-HR |
2/16/2016, 04:33 PM |
Q3 2015 |
36 |
$1.01B |
+$303M |
-$166M |
+$137M |
NTES, ELLI, AMZN, ADI, AAPL
|
13F-HR |
11/16/2015, 03:29 PM |
Q2 2015 |
34 |
$1.1B |
+$335M |
-$148M |
+$187M |
NTES, ELLI, ADI, META, AMZN
|
13F-HR |
8/14/2015, 04:37 PM |
Q1 2015 |
30 |
$976M |
+$523M |
-$123M |
+$400M |
AAPL, META, QRVO, ELLI, INFN
|
13F-HR |
5/15/2015, 06:19 PM |
Q4 2014 |
26 |
$846M |
+$219M |
-$68.5M |
+$150M |
RFMD, IMPV, INFN, ZEN, MSFT
|
13F-HR |
2/17/2015, 06:03 PM |
Q3 2014 |
26 |
$771M |
+$239M |
-$28.3M |
+$211M |
MSFT, RFMD, LRCX, TXTR, AAPL
|
13F-HR |
11/14/2014, 03:42 PM |
Q2 2014 |
29 |
$775M |
+$408M |
-$76.6M |
+$331M |
QIHU, PCLN, AAPL, TRIP, MU
|
13F-HR |
8/14/2014, 04:35 PM |
Q1 2014 |
25 |
$595M |
+$139M |
-$52.3M |
+$86.8M |
QIHU, YHOO, GOOGLXXXX, AMZN, MSFT
|
13F-HR |
5/15/2014, 04:15 PM |
Q4 2013 |
25 |
$634M |
|
|
|
YHOO, QIHU, AMZN, GOOGLXXXX, PCLN
|
13F-HR |
2/14/2014, 04:07 PM |