Q2 2025 |
20 |
$4.9B |
+$1.26B |
-$1.69B |
-$426M |
XYZ, CPNG, NVDA, FLUT, PDD
|
13F-HR |
8/14/2025, 07:00 AM |
Q1 2025 |
22 |
$4.75B |
+$1.09B |
-$1.48B |
-$392M |
CPNG, PDD, XYZ, INTU, DUOL
|
13F-HR |
5/15/2025, 06:30 AM |
Q4 2024 |
23 |
$5.73B |
+$979M |
-$1.66B |
-$682M |
GLBE, RBLX, PDD, CPNG, TEAM
|
13F-HR |
2/14/2025, 07:00 AM |
Q3 2024 |
24 |
$5.75B |
+$765M |
-$694M |
+$71.3M |
GLBE, TEAM, RBLX, PDD, DAY
|
13F-HR |
11/14/2024, 08:30 AM |
Q2 2024 |
33 |
$5.23B |
+$1.62B |
-$544M |
+$1.08B |
GLBE, TEAM, RBLX, CPNG, PDD
|
13F-HR |
8/14/2024, 07:01 AM |
Q1 2024 |
29 |
$4.32B |
+$834M |
-$1.28B |
-$450M |
GLBE, ZI, RBLX, CPNG, FLUT
|
13F-HR |
5/15/2024, 07:00 AM |
Q4 2023 |
28 |
$4.61B |
+$214M |
-$887M |
-$673M |
GLBE, SQ, RBLX, ZI, DASH
|
13F-HR |
2/14/2024, 08:00 AM |
Q3 2023 |
32 |
$4.34B |
+$999M |
-$1.06B |
-$60.9M |
GLBE, SQ, ZI, DASH, PDD
|
13F-HR |
11/14/2023, 04:30 PM |
Q2 2023 |
34 |
$4.84B |
+$621M |
-$648M |
-$26.4M |
ZI, GLBE, DASH, DDOG, UBER
|
13F-HR |
8/14/2023, 06:02 PM |
Q1 2023 |
30 |
$4.22B |
+$859M |
-$119M |
+$739M |
ZI, SNOW, GLBE, JAMF, DDOG
|
13F-HR |
5/15/2023, 09:14 AM |
Q4 2022 |
30 |
$3.23B |
+$296M |
-$209M |
+$87.3M |
ZI, SNOW, JAMF, GLBE, DDOG
|
13F-HR |
2/14/2023, 12:14 PM |
Q3 2022 |
34 |
$3.8B |
+$248M |
-$405M |
-$157M |
SNOW, ZI, JAMF, DDOG, NCNO
|
13F-HR |
11/14/2022, 12:30 PM |
Q2 2022 |
38 |
$3.91B |
+$581M |
-$947M |
-$367M |
JAMF, SNOW, ZI, DDOG, CCCS
|
13F-HR |
8/15/2022, 01:00 PM |
Q1 2022 |
51 |
$7.84B |
+$1.42B |
-$220M |
+$1.2B |
NU, JAMF, DDOG, SNOW, UBER
|
13F-HR |
5/16/2022, 04:30 PM |
Q4 2021 |
63 |
$8.71B |
+$2.92B |
-$561M |
+$2.36B |
NU, JAMF, RIVN, DDOG, UBER
|
13F-HR |
2/14/2022, 04:38 PM |
Q3 2021 |
72 |
$7.59B |
+$1.46B |
-$1.57B |
-$107M |
JAMF, SNOW, UBER, SQ, DDOG
|
13F-HR |
11/15/2021, 04:34 PM |
Q2 2021 |
63 |
$7.76B |
+$1.95B |
-$1.6B |
+$352M |
SNOW, UBER, PCOR, DASH, SQ
|
13F-HR |
8/16/2021, 05:15 PM |
Q1 2021 |
48 |
$6.99B |
+$936M |
-$389M |
+$547M |
SNOW, UBER, ABNB, DASH, DT
|
13F-HR |
5/17/2021, 04:03 PM |
Q4 2020 |
40 |
$6.68B |
+$1.96B |
-$281M |
+$1.68B |
SNOW, UBER, DASH, ABNB, DDOG
|
13F-HR |
2/16/2021, 03:34 PM |
Q3 2020 |
33 |
$4.45B |
+$1.65B |
-$356M |
+$1.29B |
SNOW, UBER, DDOG, DT, SQ
|
13F-HR |
11/16/2020, 04:06 PM |
Q2 2020 |
23 |
$3.02B |
+$413M |
-$1.02B |
-$604M |
UBER, DDOG, DT, TWLO, SQ
|
13F-HR |
8/14/2020, 04:43 PM |
Q1 2020 |
24 |
$2.24B |
+$292M |
-$163M |
+$130M |
UBER, TWLO, DDOG, DT, BABA
|
13F-HR |
5/15/2020, 04:18 PM |
Q4 2019 |
21 |
$2.41B |
+$115M |
-$150M |
-$34.7M |
UBER, TWLO, DDOG, BABA, DT
|
13F-HR |
2/14/2020, 03:43 PM |
Q3 2019 |
23 |
$2.36B |
+$586M |
-$93.3M |
+$493M |
UBER, TWLO, DDOG, BABA, CDAY
|
13F-HR |
11/14/2019, 02:47 PM |
Q2 2019 |
21 |
$2.51B |
+$1.22B |
-$238M |
+$983M |
UBER, TWLO, BABA, GSKY, CDAY
|
13F-HR |
8/14/2019, 05:14 PM |
Q1 2019 |
25 |
$1.65B |
+$162M |
-$79.3M |
+$82.8M |
TWLO, BABA, CDAY, TME, SPOT
|
13F-HR |
5/15/2019, 12:14 PM |
Q4 2018 |
25 |
$1.28B |
+$416M |
-$112M |
+$304M |
TWLO, BABA, CDAY, SPOT, TME
|
13F-HR |
2/14/2019, 03:08 PM |
Q3 2018 |
21 |
$1.23B |
+$182M |
-$157M |
+$25.5M |
SPOT, TWLO, CDAY, BABA, META
|
13F-HR |
11/14/2018, 10:16 AM |
Q2 2018 |
22 |
$1.14B |
+$480M |
-$50.8M |
+$429M |
SPOT, TWLO, CDAY, META, JD
|
13F-HR |
8/14/2018, 11:14 AM |
Q1 2018 |
19 |
$706M |
+$205M |
-$107M |
+$97.2M |
TWLO, META, NOW, WUBA, JD
|
13F-HR |
5/14/2018, 01:37 PM |
Q4 2017 |
20 |
$610M |
+$144M |
-$66.4M |
+$77.8M |
JD, NOW, WUBA, TWLO, META
|
13F-HR |
2/14/2018, 04:34 PM |
Q3 2017 |
20 |
$609M |
+$80.4M |
-$109M |
-$28.1M |
WUBA, JD, NOW, APPF, BL
|
13F-HR |
11/14/2017, 04:08 PM |
Q2 2017 |
23 |
$581M |
+$61.1M |
-$100M |
-$39.2M |
JD, ETSY, APPF, WUBA, NOW
|
13F-HR |
8/14/2017, 02:52 PM |
Q1 2017 |
21 |
$561M |
+$145M |
-$64.7M |
+$80.2M |
SNAP, APPF, JD, WUBA, SQ
|
13F-HR |
5/15/2017, 04:40 PM |
Q4 2016 |
21 |
$423M |
+$79.3M |
-$78.4M |
+$854K |
SQ, APPF, JD, EVBG, WUBA
|
13F-HR |
2/14/2017, 12:35 PM |
Q3 2016 |
17 |
$443M |
+$71.7M |
-$60.8M |
+$10.9M |
WUBA, LPLA, JD, SQ, APPF
|
13F-HR |
11/14/2016, 01:17 PM |
Q2 2016 |
17 |
$395M |
+$146M |
-$30.4M |
+$116M |
WUBA, JD, LPLA, SQ, BABA
|
13F-HR |
8/15/2016, 01:02 PM |
Q1 2016 |
13 |
$318M |
+$102M |
-$51.7M |
+$49.8M |
BABA, JD, LPLA, WUBA, SQ
|
13F-HR |
5/16/2016, 01:42 PM |
Q4 2015 |
13 |
$331M |
+$110M |
-$55.4M |
+$54.7M |
BABA, JD, SQ, WUBA, QUNR
|
13F-HR |
2/16/2016, 03:21 PM |
Q3 2015 |
13 |
$254M |
+$74.6M |
-$10.2M |
+$64.5M |
BABA, JD, LPLA, WUBA, GDDY
|
13F-HR |
11/16/2015, 09:41 AM |
Q2 2015 |
16 |
$294M |
+$143M |
-$46.7M |
+$96.5M |
BABA, LPLA, YELP, ZG, ALRM
|
13F-HR |
8/14/2015, 11:35 AM |
Q1 2015 |
9 |
$216M |
+$33.1M |
-$8.36M |
+$24.8M |
BABA, YELP, WUBA, HDP, JD
|
13F-HR |
5/15/2015, 04:11 PM |
Q4 2014 |
10 |
$221M |
|
|
|
BABA, WUBA, YELP, HDP, EQIXXXXX
|
13F-HR |
2/17/2015, 01:33 PM |