Q4 2024 |
7 |
$283M |
+$44.4M |
-$5.65M |
+$38.8M |
GDS, BZ, NBIS, PAGS, KSPI
|
13F-HR |
2/13/2025, 01:55 PM |
Q3 2024 |
5 |
$247M |
+$8.33M |
$0 |
+$8.33M |
GDS, BZ, PAGS, KSPI, SE
|
13F-HR |
11/13/2024, 03:24 PM |
Q2 2024 |
5 |
$190M |
+$42.5M |
-$221M |
-$178M |
GDS, BZ, PAGS, KSPI, SE
|
13F-HR |
8/13/2024, 10:45 AM |
Q1 2024 |
11 |
$350M |
+$82.2M |
-$30.1M |
+$52.1M |
PAGS, SE, BZ, KSPI, KWEB
|
13F-HR |
5/13/2024, 11:41 AM |
Q4 2023 |
9 |
$274M |
+$1.4M |
-$33.6M |
-$32.2M |
PAGS, SE, BZ, GDS, SQ
|
13F-HR |
2/13/2024, 11:57 AM |
Q3 2023 |
12 |
$271M |
+$56.2M |
-$56.5M |
-$275K |
SE, PAGS, BZ, GDS, DADA
|
13F-HR |
11/13/2023, 11:06 AM |
Q2 2023 |
12 |
$322M |
+$22M |
-$19.2M |
+$2.72M |
PAGS, SE, NFLX, SQ, GDS
|
13F-HR |
8/11/2023, 06:49 PM |
Q1 2023 |
12 |
$366M |
+$71.1M |
-$7.1M |
+$64M |
SE, PAGS, GDS, NFLX, SQ
|
13F-HR |
5/12/2023, 05:47 PM |
Q4 2022 |
11 |
$297M |
+$48.5M |
-$25.1M |
+$23.4M |
PAGS, SE, GDS, TMUS, NFLX
|
13F-HR |
2/13/2023, 04:50 PM |
Q3 2022 |
12 |
$298M |
+$16.1M |
|
+$16.1M |
PAGS, TMUS, SE, NFLX, GDS
|
13F-HR |
11/10/2022, 04:46 PM |
Q2 2022 |
14 |
$293M |
+$14.5M |
-$29.1M |
-$14.7M |
PAGS, TMUS, SE, GDS, SQ
|
13F-HR |
8/12/2022, 05:38 PM |
Q1 2022 |
14 |
$474M |
+$114M |
|
+$114M |
SE, PAGS, TMUS, GDS, SQ
|
13F-HR |
5/13/2022, 07:25 PM |
Q4 2021 |
15 |
$489M |
+$78.2M |
|
+$78.2M |
SE, PAGS, NFLX, TMUS, SQ
|
13F-HR |
2/11/2022, 05:54 PM |
Q3 2021 |
14 |
$583M |
+$27M |
-$30M |
-$2.95M |
SE, PAGS, SQ, NFLX, TMUS
|
13F-HR |
11/12/2021, 06:04 PM |
Q2 2021 |
14 |
$601M |
+$58.2M |
$0 |
+$58.2M |
SE, PAGS, SQ, TMUS, NFLX
|
13F-HR |
8/13/2021, 07:15 PM |
Q1 2021 |
7 |
$473M |
+$7.57M |
-$114M |
-$107M |
SE, PAGS, SQ, TMUS, NFLX
|
13F-HR |
5/14/2021, 07:03 PM |
Q4 2020 |
7 |
$600M |
+$32.2M |
-$3.83M |
+$28.4M |
SE, PAGS, SQ, ATUS, TMUS
|
13F-HR |
2/12/2021, 06:03 PM |
Q3 2020 |
8 |
$532M |
+$6.65M |
|
+$6.65M |
SE, GDS, SQ, PAGS, NFLX
|
13F-HR |
11/13/2020, 05:48 PM |
Q2 2020 |
11 |
$480M |
+$135M |
-$1.54M |
+$134M |
SE, GDS, PAGS, NFLX, SQ
|
13F-HR |
8/13/2020, 06:05 PM |
Q1 2020 |
8 |
$218M |
+$25.8M |
-$29.8M |
-$3.98M |
GDS, TMUS, SE, NFLX, PAGS
|
13F-HR |
5/14/2020, 07:20 PM |
Q4 2019 |
7 |
$228M |
+$25.1M |
-$18.5M |
+$6.58M |
PAGS, GDS, SE, TMUS, NFLX
|
13F-HR |
2/13/2020, 05:44 PM |
Q3 2019 |
10 |
$336M |
+$26M |
-$51.2M |
-$25.2M |
PAGS, BABA, TMUS, GDS, META
|
13F-HR |
11/13/2019, 04:50 PM |
Q2 2019 |
10 |
$398M |
+$106M |
|
+$106M |
PAGS, ADSK, TMUS, BABA, GDS
|
13F-HR |
8/13/2019, 06:30 PM |
Q1 2019 |
11 |
$386M |
+$161M |
|
+$161M |
PYPL, ADSK, PAGS, TMUS, GDS
|
13F-HR |
5/14/2019, 04:14 PM |
Q4 2018 |
12 |
$201M |
+$10.6M |
-$96.3M |
-$85.7M |
PYPL, TMUS, META, BABA, STMP
|
13F-HR |
2/13/2019, 05:18 PM |
Q3 2018 |
12 |
$386M |
+$52.5M |
-$12.4M |
+$40.1M |
ADSK, TMUS, PYPL, PAGS, BABA
|
13F-HR |
11/14/2018, 09:07 AM |
Q2 2018 |
12 |
$381M |
+$60.9M |
-$12M |
+$48.9M |
PYPL, ADSK, META, TMUS, BABA
|
13F-HR |
8/13/2018, 06:04 PM |
Q1 2018 |
12 |
$373M |
+$131M |
-$99.9M |
+$30.7M |
TMUS, META, BABA, ADSK, PYPL
|
13F-HR |
5/14/2018, 06:41 PM |
Q4 2017 |
13 |
$495M |
+$55.6M |
-$18.1M |
+$37.6M |
PYPL, GOOGL, BABA, CHTR, META
|
13F-HR |
2/13/2018, 04:54 PM |
Q3 2017 |
16 |
$494M |
+$37.2M |
-$27.1M |
+$10.1M |
GOOGL, PYPL, BABA, META, MSFT
|
13F-HR |
11/13/2017, 03:51 PM |
Q2 2017 |
16 |
$463M |
+$51.2M |
|
+$51.2M |
PYPL, GOOGL, BABA, META, ELLI
|
13F-HR |
8/11/2017, 09:49 AM |
Q1 2017 |
19 |
$555M |
+$132M |
-$19.4M |
+$113M |
QQQXXXX, PYPL, GOOGL, META, CHTR
|
13F-HR |
5/15/2017, 09:36 AM |
Q4 2016 |
18 |
$409M |
+$61.4M |
-$27.5M |
+$33.8M |
GOOGL, MSFT, PYPL, CHTR, META
|
13F-HR |
2/13/2017, 01:08 PM |
Q3 2016 |
19 |
$637M |
+$319M |
-$41.5M |
+$277M |
INTC, GOOGL, INTC, PYPL, MSFT
|
13F-HR |
11/14/2016, 02:53 PM |
Q2 2016 |
17 |
$369M |
+$112M |
|
+$112M |
MSFT, GOOGL, INTC, PYPL, META
|
13F-HR |
8/15/2016, 10:55 AM |
Q1 2016 |
12 |
$321M |
+$83.1M |
-$16.1M |
+$67M |
MSFT, GOOGL, PYPL, INTC, CHTRXXXX
|
13F-HR |
5/16/2016, 11:20 AM |
Q4 2015 |
17 |
$635M |
+$433M |
-$94.3M |
+$338M |
MSFT, MSFT, INTC, GOOGL, PYPL
|
13F-HR |
2/16/2016, 12:14 PM |
Q3 2015 |
15 |
$392M |
+$88.9M |
-$69.8M |
+$19.1M |
CHTRXXXX, MSFT, LBTYA, NXPI, EXPE
|
13F-HR |
11/16/2015, 10:26 AM |
Q2 2015 |
17 |
$538M |
+$153M |
-$19.5M |
+$133M |
LBTYA, AVGOXXXX, EBAY, NXPI, CHTRXXXX
|
13F-HR |
8/14/2015, 10:31 AM |
Q1 2015 |
23 |
$620M |
+$277M |
-$19.1M |
+$258M |
NXPI, EBAY, LBTYA, AVGOXXXX, AAPL
|
13F-HR |
5/15/2015, 11:17 AM |
Q4 2014 |
20 |
$534M |
+$294M |
-$146M |
+$148M |
LBTYA, EBAY, RAX, BIDU, NXPI
|
13F-HR |
2/17/2015, 05:10 AM |
Q3 2014 |
39 |
$1.71B |
+$424M |
-$1.23B |
-$803M |
META, AAPL, RHT, YHOO, SUNEQ
|
13F-HR |
11/14/2014, 02:35 PM |
Q2 2014 |
40 |
$2.92B |
+$2.05B |
-$75.9M |
+$1.97B |
AAPL, META, INTC, NOK, MSFT
|
13F-HR |
8/14/2014, 11:57 AM |
Q1 2014 |
40 |
$1.79B |
+$1.42B |
|
+$1.42B |
IWM, INTC, EMC, TWX, SMHXXXX
|
13F-HR |
5/14/2014, 12:10 PM |
Q4 2013 |
29 |
$795M |
|
|
|
XLK, QCOM, IYR, INTC, DISH
|
13F-HR |
2/14/2014, 04:54 PM |