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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 75 | $193M | +$36.8M | -$79.8M | -$43.1M | V, SHC, MELI, NE, AMZN | 13F-HR | 11/14/2025, 10:33 AM |
| Q2 2025 | 66 | $192M | +$32.9M | -$125M | -$91.9M | STX, UNH, MELI, V, NE | 13F-HR | 8/14/2025, 09:08 AM |
| Q1 2025 | 81 | $239M | +$50.4M | -$107M | -$56.2M | STX, V, MELI, DEO, AMZN | 13F-HR | 5/15/2025, 07:06 AM |
| Q4 2024 | 86 | $296M | +$51.5M | -$47.6M | +$3.85M | ACMR, SYY, V, DEO, GOOGL | 13F-HR | 2/14/2025, 09:51 AM |
| Q3 2024 | 97 | $294M | +$34.6M | -$77.2M | -$42.7M | SYY, V, DEO, GOOGL, SHC | 13F-HR | 11/14/2024, 11:44 AM |
| Q2 2024 | 93 | $320M | +$51.8M | -$39.1M | +$12.7M | SYY, V, NE, DEO, GOOGL | 13F-HR | 8/14/2024, 10:35 AM |
| Q1 2024 | 87 | $318M | +$28.3M | -$61.9M | -$33.6M | V, NE, SYY, DEO, WAB | 13F-HR | 5/15/2024, 11:08 AM |
| Q4 2023 | 81 | $336M | +$35.5M | -$45.9M | -$10.4M | V, SYY, NE, DEO, AON | 13F-HR | 2/14/2024, 09:09 AM |
| Q3 2023 | 95 | $316M | +$39.4M | -$89.3M | -$49.8M | STX, V, NE, SYY, AON | 13F-HR | 11/14/2023, 09:38 AM |
| Q2 2023 | 101 | $371M | +$73.3M | -$45M | +$28.4M | NE, AON, SYY, V, VAL | 13F-HR | 8/14/2023, 10:57 AM |
| Q1 2023 | 87 | $338M | +$105M | -$66.9M | +$38.1M | NE, AON, VAL, PYPL, SYY | 13F-HR | 5/15/2023, 09:39 AM |
| Q4 2022 | 90 | $337M | +$83.1M | -$186M | -$103M | VAL, PYPL, TDW, NE, AON | 13F-HR | 2/14/2023, 07:58 AM |
| Q3 2022 | 79 | $412M | +$184M | -$47.8M | +$136M | VAL, LRCX, UNP, ZM, DE | 13F-HR | 11/14/2022, 09:47 AM |
| Q2 2022 | 72 | $317M | +$180M | -$50.3M | +$130M | VAL, DE, CTSH, MSFT, UNP | 13F-HR | 8/15/2022, 09:57 AM |
| Q1 2022 | 36 | $327M | +$188M | -$163M | +$25.7M | SNPS, SPGI, TWTR, DE, CTSH | 13F-HR | 5/16/2022, 09:28 AM |
| Q4 2021 | 41 | $484M | +$104M | -$294M | -$190M | UBER, TWTR, SPGI, GOOGL, AMZN | 13F-HR | 2/14/2022, 09:50 AM |
| Q3 2021 | 56 | $922M | +$301M | -$453M | -$152M | UBER, RNG, EVBG, SPGI, GOOGL | 13F-HR | 11/15/2021, 01:29 PM |
| Q2 2021 | 54 | $1.11B | +$220M | -$562M | -$342M | INFO, IAC, TWTR, BABA, META | 13F-HR | 8/16/2021, 01:18 PM |
| Q1 2021 | 53 | $1.3B | +$455M | -$502M | -$46.7M | BABA, INFO, META, IACXXXX, SE | 13F-HR | 5/17/2021, 11:54 AM |
| Q4 2020 | 68 | $1.29B | +$266M | -$279M | -$13.2M | TWTR, META, IQV, INFO, ADBE | 13F-HR | 2/16/2021, 10:38 AM |
| Q3 2020 | 65 | $1.33B | +$493M | -$155M | +$338M | TWTR, SPY, CRL, QQQ, XLC | 13F-HR | 11/16/2020, 10:05 AM |
| Q2 2020 | 63 | $889M | +$420M | -$133M | +$286M | TWTR, HUYA, CRL, CCK, TDG | 13F-HR | 8/14/2020, 11:32 AM |
| Q1 2020 | 54 | $523M | +$351M | -$32.4M | +$319M | HUYA, WTW, CRL, ATVI, SNPS | 13F-HR | 5/15/2020, 09:44 AM |
| Q4 2019 | 33 | $283M | +$171M | -$22.5M | +$149M | HUYA, SE, KFY, CRL, JXXXX | 13F-HR | 2/14/2020, 10:54 AM |
| Q3 2019 | 34 | $159M | +$18M | -$133M | -$115M | SE, INTEQ, YNDX, ATVI, IRDM | 13F-HR | 11/14/2019, 09:32 AM |
| Q2 2019 | 30 | $279M | +$74.5M | -$67M | +$7.52M | INTEQ, SE, HUYA, VG, YNDX | 13F-HR | 8/14/2019, 10:08 AM |
| Q1 2019 | 32 | $518M | +$426M | -$39.1M | +$387M | QQQ, IWM, INTEQ, SE, EA | 13F-HR | 5/15/2019, 09:08 AM |
| Q4 2018 | 23 | $161M | +$96.5M | -$6.27M | +$90.2M | INTEQ, HUYA, SE, YYXXXX, LXFT | 13F-HR | 2/14/2019, 09:58 AM |
| Q3 2018 | 14 | $102M | +$15M | -$268M | -$253M | LXFT, INTEQ, YYXXXX, HUYA, EA | 13F-HR | 11/14/2018, 08:14 AM |
| Q2 2018 | 14 | $241M | +$170M | -$56M | +$114M | INTEQ, LXFT, YYXXXX, EXPE, HUYA | 13F-HR | 8/14/2018, 08:28 AM |
| Q1 2018 | 18 | $144M | +$106M | +$106M | LXFT, EXPE, MOMOXXXX, YYXXXX, STMP | 13F-HR | 5/15/2018, 08:59 AM | |
| Q4 2017 | 8 | $49.4M | +$6.56M | -$41.7M | -$35.1M | LXFT, STMP, ADMS, JLL, EBAY | 13F-HR | 2/14/2018, 07:53 AM |
| Q3 2017 | 13 | $95.8M | +$40.9M | -$20.6M | +$20.3M | LXFT, ADMS, GIMO, EBAY, JLL | 13F-HR | 11/14/2017, 07:34 AM |
| Q2 2017 | 19 | $109M | +$40.2M | -$34M | +$6.27M | LXFT, GIMO, CTSH, EBAY, CARS | 13F-HR | 8/14/2017, 07:28 AM |
| Q1 2017 | 11 | $96.6M | +$30M | -$28.9M | +$1.1M | GIMO, CTSH, LXFT, JLL, EBAY | 13F-HR | 5/15/2017, 12:18 PM |
| Q4 2016 | 14 | $101M | +$19.1M | -$16.5M | +$2.64M | LXFT, JLL, CTSH, CHKP, EBAY | 13F-HR | 2/14/2017, 06:28 AM |
| Q3 2016 | 20 | $154M | +$50.5M | -$123M | -$72.3M | LXFT, JLL, CHKP, MENT, BRO | 13F-HR | 11/10/2016, 02:13 PM |
| Q2 2016 | 33 | $370M | +$134M | -$70.2M | +$64.1M | JLL, LXFT, BRO, MENT, SPGI | Restatement | 8/12/2016, 12:29 PM |
| Q1 2016 | 39 | $586M | +$347M | -$23.2M | +$323M | SPY, JLL, MHFI, BRO, CTSH | 13F-HR | 5/13/2016, 09:48 AM |
| Q4 2015 | 46 | $391M | +$119M | -$60.8M | +$58.7M | JLL, MHFI, PRXL, MRKT, MCK | 13F-HR | 2/16/2016, 09:59 AM |
| Q3 2015 | 41 | $344M | +$127M | -$50.5M | +$76.8M | JLL, MHFI, MRKT, CTSH, LXFT | 13F-HR | 11/13/2015, 05:10 AM |
| Q2 2015 | 28 | $292M | +$88.3M | -$71.8M | +$16.5M | JLL, CTSH, UHAL, LXFT, MHFI | 13F-HR | 8/14/2015, 07:29 AM |
| Q1 2015 | 27 | $304M | +$173M | -$11.7M | +$161M | WBS, CTSH, JLL, MRKT, UHAL | 13F-HR | 5/15/2015, 07:01 AM |
| Q4 2014 | 34 | $200M | +$63.9M | -$8.13M | +$55.8M | UHAL, CTSH, JLL, MRKT, SSNC | 13F-HR | 2/17/2015, 06:33 AM |
| Q3 2014 | 0 | New Holdings | 11/18/2014, 11:54 AM | |||||
| Q3 2014 | 36 | $184M | +$60.7M | -$48M | +$12.7M | UHAL, JLL, SSNC, CTSH, STC | 13F-HR | 11/14/2014, 06:31 AM |
| Q2 2014 | 39 | $210M | +$72.2M | -$18.1M | +$54.1M | UHAL, JLL, IACXXXX, HLF, BGCP | 13F-HR | 8/14/2014, 08:08 AM |
| Q1 2014 | 42 | $203M | +$68.7M | -$15.6M | +$53.1M | UHAL, JLL, HLF, VOYA, JGW | 13F-HR | 5/15/2014, 08:06 AM |
| Q4 2013 | 54 | $227M | UHAL, JLL, ETFC, CHS, VOYA | 13F-HR | 2/14/2014, 12:54 PM |