Q1 2025 |
50 |
$8.43M |
+$6.39M |
-$4.13M |
+$2.25M |
TSLA, NVDA, TSM, ARM, AMZN
|
13F-HR |
4/21/2025, 07:17 PM |
Q4 2024 |
45 |
$6.62M |
+$2.06M |
-$40.1M |
-$38M |
AAPL, CHT, ASX, MAR, GOOGL
|
13F-HR |
2/11/2025, 05:41 PM |
Q3 2024 |
78 |
$40.6M |
+$16.3M |
-$17M |
-$654K |
NVDA, CRWD, TSLA, CRM, ARM
|
13F-HR |
11/5/2024, 05:41 PM |
Q2 2024 |
82 |
$43M |
+$29.3M |
-$4.9M |
+$24.4M |
NVDA, MU, PANW, ARM, META
|
13F-HR |
7/31/2024, 09:12 PM |
Q1 2024 |
58 |
$18.2M |
+$9.58M |
-$24.7M |
-$15.1M |
LLY, NOW, AVGO, NVDA, MSFT
|
13F-HR |
5/1/2024, 08:03 PM |
Q4 2023 |
74 |
$27.9M |
+$15.9M |
-$13.1M |
+$2.86M |
AMD, AMZN, ARM, META, TSLA
|
13F-HR |
2/1/2024, 08:21 PM |
Q3 2023 |
92 |
$21.4M |
+$5.14M |
-$27.4M |
-$22.3M |
META, NVDA, AMZN, AAPL, CRWD
|
13F-HR |
10/31/2023, 07:26 PM |
Q2 2023 |
78 |
$44.4M |
+$23.9M |
-$15.9M |
+$8.05M |
META, AMZN, UBER, TSLA, ZM
|
13F-HR |
7/31/2023, 07:25 PM |
Q1 2023 |
72 |
$32.1M |
+$12M |
-$23.5M |
-$11.6M |
NVDA, META, AAPL, MSFT, MU
|
13F-HR |
4/24/2023, 06:49 PM |
Q4 2022 |
87 |
$36M |
+$9.76M |
-$19.3M |
-$9.51M |
TSM, META, SQ, AMZN, TSLA
|
13F-HR |
2/6/2023, 04:57 PM |
Q3 2022 |
188 |
$161M |
|
|
|
SPY, QQQ, TSM, GLD, AAPL
|
Restatement |
11/1/2022, 07:09 PM |
Q2 2022 |
64 |
$7.7M |
|
|
|
V, MUFG, KO, PG, ABBV
|
13F-HR |
7/20/2022, 08:13 PM |
Q1 2022 |
195 |
$398M |
+$158M |
-$4.9M |
+$153M |
BABA, TSM, SE, NVDA, TSLA
|
13F-HR |
4/14/2022, 08:17 PM |
Q4 2021 |
194 |
$278M |
+$20.6M |
-$28.2M |
-$7.53M |
BABA, SE, SPXL, MU, NVDA
|
13F-HR |
2/3/2022, 06:17 PM |
Q3 2021 |
191 |
$344M |
+$22.7M |
-$46.4M |
-$23.6M |
BABA, TSLA, SE, NVDA, PYPL
|
13F-HR |
11/5/2021, 06:18 AM |
Q2 2021 |
203 |
$523M |
+$49.5M |
-$11.2M |
+$38.3M |
BABA, CCCC, SQ, MU, BA
|
13F-HR |
8/4/2021, 08:26 PM |
Q1 2021 |
190 |
$483M |
+$8.52M |
-$23.8M |
-$15.3M |
BABA, CCCC, JD, SQ, TAK
|
13F-HR |
5/14/2021, 06:32 AM |
Q4 2020 |
170 |
$510M |
+$111M |
-$56.5M |
+$54.1M |
BABA, CCCC, JD, SQ, AAPL
|
13F-HR |
2/11/2021, 07:41 PM |
Q3 2020 |
77 |
$555M |
|
|
|
BABA, AAPL, FREQ, AMZN, SQ
|
13F-HR |
11/3/2020, 05:58 PM |
Q2 2020 |
44 |
$327M |
|
|
|
BABA, UBER, MA, DIS, UMC
|
13F-HR |
8/3/2020, 09:55 PM |
Q1 2020 |
43 |
$55.8M |
+$7.26M |
-$103M |
-$95.6M |
FREQ, AMZN, GRUBXXXX, MSFT, V
|
13F-HR |
4/20/2020, 06:58 PM |
Q4 2019 |
142 |
$186M |
+$69.1M |
-$50.1M |
+$19M |
AMZN, MSFT, AVGO, NVDA, SQ
|
13F-HR |
2/6/2020, 06:17 PM |
Q3 2019 |
131 |
$149M |
+$91.4M |
-$10.9M |
+$80.6M |
V, AMZN, TSLA, MSFT, SQ
|
13F-HR |
11/13/2019, 05:57 PM |
Q2 2019 |
146 |
$76.8M |
+$41.7M |
-$8.14M |
+$33.5M |
AMZN, NFLX, XLNX, V, TSLA
|
13F-HR |
7/30/2019, 08:37 PM |
Q1 2019 |
116 |
$45.9M |
+$34M |
-$1.23M |
+$32.8M |
AMZN, AVGO, V, PANW, UMC
|
13F-HR |
5/7/2019, 09:14 PM |
Q4 2018 |
114 |
$1.13B |
|
|
|
CHTR, UMC, AMZN, V, NFLX
|
13F-HR |
2/12/2019, 07:11 PM |