Q4 2024 |
133 |
$1.94B |
+$160M |
-$242M |
-$82M |
AMZN, META, GOOG, BKNG, CRM
|
13F-HR |
2/11/2025, 05:37 PM |
Q3 2024 |
119 |
$1.99B |
+$92.5M |
-$161M |
-$68.7M |
AMZN, META, GOOG, BKNG, MELI
|
13F-HR |
11/14/2024, 01:08 PM |
Q2 2024 |
122 |
$1.96B |
+$211M |
-$194M |
+$17.1M |
AMZN, META, GOOG, PANW, BKNG
|
13F-HR |
8/8/2024, 11:53 AM |
Q1 2024 |
122 |
$1.93B |
+$156M |
-$248M |
-$91.8M |
AMZN, META, GOOG, PANW, CRM
|
13F-HR |
5/8/2024, 01:15 PM |
Q4 2023 |
129 |
$1.91B |
+$127M |
-$139M |
-$12.4M |
AMZN, PANW, META, GOOG, BKNG
|
13F-HR |
2/2/2024, 01:29 PM |
Q3 2023 |
124 |
$1.71B |
+$119M |
-$77.4M |
+$41.9M |
AMZN, PANW, GOOG, SPLK, META
|
13F-HR |
11/13/2023, 12:03 PM |
Q2 2023 |
121 |
$1.7B |
+$110M |
-$88.2M |
+$21.6M |
AMZN, PANW, GOOG, META, CRM
|
13F-HR |
8/9/2023, 12:05 PM |
Q1 2023 |
111 |
$1.6B |
+$74.4M |
-$48.3M |
+$26M |
AMZN, BKNG, PANW, GOOG, MELI
|
13F-HR |
5/10/2023, 12:53 PM |
Q4 2022 |
132 |
$1.44B |
+$115M |
-$71.6M |
+$43.5M |
AMZN, BKNG, GOOG, MELI, EQIX
|
13F-HR |
2/9/2023, 06:27 AM |
Q3 2022 |
130 |
$1.51B |
+$114M |
-$46.4M |
+$67.2M |
AMZN, GOOG, BKNG, MELI, BSCN
|
13F-HR |
11/14/2022, 10:56 AM |
Q2 2022 |
120 |
$1.57B |
+$182M |
-$105M |
+$77.2M |
AMZN, GOOG, BKNG, MA, EQIX
|
13F-HR |
8/11/2022, 03:29 PM |
Q1 2022 |
126 |
$2.09B |
+$164M |
-$158M |
+$6.19M |
AMZN, GOOG, SPLK, BKNG, MELI
|
13F-HR |
5/4/2022, 04:14 PM |
Q4 2021 |
119 |
$2.25B |
+$79M |
-$55.5M |
+$23.4M |
AMZN, GOOG, MELI, PYPL, NFLX
|
13F-HR |
2/10/2022, 03:19 PM |
Q3 2021 |
121 |
$2.28B |
+$44.1M |
-$137M |
-$93.1M |
AMZN, GOOG, PYPL, MELI, CRM
|
13F-HR |
11/12/2021, 12:41 PM |
Q2 2021 |
120 |
$2.38B |
+$117M |
-$129M |
-$12.1M |
AMZN, PYPL, GOOG, MELI, CRM
|
13F-HR |
8/13/2021, 10:52 AM |
Q1 2021 |
119 |
$2.23B |
+$79.3M |
-$81.1M |
-$1.85M |
AMZN, PYPL, MELI, GOOG, NFLX
|
13F-HR |
5/11/2021, 05:07 PM |
Q4 2020 |
116 |
$2.25B |
+$163M |
-$72.5M |
+$90.8M |
AMZN, MELI, PYPL, SPLK, GOOG
|
13F-HR |
2/11/2021, 05:34 PM |
Q3 2020 |
112 |
$1.92B |
+$95.2M |
-$19.9M |
+$75.3M |
AMZN, PYPL, MELI, SPLK, CRM
|
13F-HR |
11/12/2020, 01:31 PM |
Q2 2020 |
117 |
$1.76B |
+$166M |
-$25.8M |
+$140M |
AMZN, SPLK, PYPL, MELI, GOOG
|
13F-HR |
8/12/2020, 03:15 PM |
Q1 2020 |
124 |
$1.38B |
+$50.6M |
-$73.1M |
-$22.4M |
AMZN, SPLK, GOOG, PYPL, NFLX
|
13F-HR |
5/13/2020, 11:33 AM |
Q4 2019 |
125 |
$1.67B |
+$134M |
-$33.1M |
+$101M |
AMZN, SPLK, GOOG, PYPL, CRM
|
13F-HR |
2/14/2020, 10:32 AM |
Q3 2019 |
127 |
$1.51B |
+$117M |
-$82.7M |
+$34.3M |
AMZN, SPLK, PYPL, GOOG, MELI
|
13F-HR |
11/12/2019, 04:24 PM |
Q2 2019 |
131 |
$1.6B |
+$70.9M |
-$52.4M |
+$18.5M |
AMZN, PYPL, ALGN, MELI, GOOG
|
13F-HR |
8/14/2019, 02:06 PM |
Q1 2019 |
130 |
$1.55B |
+$139M |
-$54.3M |
+$84.6M |
AMZN, ALGN, PYPL, GOOG, IONS
|
13F-HR |
5/7/2019, 04:43 PM |
Q4 2018 |
130 |
$1.31B |
+$54.7M |
-$18.3M |
+$36.4M |
AMZN, PYPL, GOOG, ALGN, SBUX
|
13F-HR |
2/12/2019, 01:20 PM |
Q3 2018 |
0 |
|
|
|
|
|
New Holdings |
1/10/2019, 11:07 AM |
Q3 2018 |
138 |
$1.48B |
+$87.5M |
-$13.9M |
+$73.6M |
ALGN, GOOG, PYPL, BKNG, CRM
|
13F-HR |
11/6/2018, 03:44 PM |
Q2 2018 |
130 |
$1.42B |
+$284M |
-$23.8M |
+$260M |
AMZN, ALGN, GOOG, PYPL, IPGP
|
13F-HR |
8/10/2018, 09:39 AM |
Q1 2018 |
142 |
$1.36B |
+$287M |
-$41.2M |
+$245M |
AMZN, ALGN, IPGP, PYPL, GOOG
|
13F-HR |
5/4/2018, 03:01 PM |
Q4 2017 |
148 |
$1.29B |
+$87.7M |
-$16.9M |
+$70.8M |
META, AMZN, ALGN, PYPL, IPGP
|
13F-HR |
2/14/2018, 09:48 AM |
Q3 2017 |
147 |
$1.17B |
+$41.8M |
-$17.1M |
+$24.7M |
META, AMZN, ALGN, PYPL, IPGP
|
13F-HR |
11/14/2017, 06:32 AM |
Q2 2017 |
151 |
$1.1B |
+$104M |
-$21.5M |
+$83M |
META, AMZN, SBUX, PYPL, ALGN
|
13F-HR |
8/11/2017, 09:22 AM |
Q1 2017 |
153 |
$1.03B |
+$103M |
-$26.1M |
+$76.8M |
AMZN, META, SBUX, GOOG, ALGN
|
13F-HR |
5/11/2017, 10:00 AM |
Q4 2016 |
147 |
$935M |
+$87.9M |
-$17.1M |
+$70.8M |
AMZN, SBUX, META, BSCMXXXX, GOOG
|
13F-HR |
2/2/2017, 12:18 PM |
Q3 2016 |
151 |
$934M |
+$27.1M |
-$10M |
+$17.1M |
META, AMZN, SBUX, BSCMXXXX, BSCLXXXX
|
13F-HR |
11/14/2016, 09:45 AM |
Q2 2016 |
151 |
$912M |
+$103M |
-$1.08M |
+$102M |
SBUX, META, AMZN, BSCMXXXX, BSCLXXXX
|
13F-HR |
8/12/2016, 12:32 PM |
Q1 2016 |
135 |
$849M |
+$62.5M |
-$2.17M |
+$60.3M |
SBUX, META, BSCMXXXX, AMZN, BSCLXXXX
|
13F-HR |
5/12/2016, 09:19 AM |
Q4 2015 |
140 |
$842M |
+$90.3M |
-$3.28M |
+$87M |
SBUX, META, AMZN, LNKD, BSCMXXXX
|
13F-HR |
2/12/2016, 12:06 PM |
Q3 2015 |
157 |
$770M |
+$243M |
-$16M |
+$227M |
SBUX, META, BSCMXXXX, BSCIXXXX, BSCKXXXX
|
13F-HR |
11/13/2015, 06:47 AM |
Q2 2015 |
152 |
$620M |
+$194M |
-$16M |
+$178M |
SBUX, META, LNKD, AAPL, BSCMXXXX
|
13F-HR |
8/11/2015, 07:44 AM |
Q1 2015 |
147 |
$482M |
+$312M |
|
+$312M |
SBUX, META, LNKD, AAPL, WFM
|
13F-HR |
5/15/2015, 10:33 AM |
Q4 2014 |
78 |
$171M |
|
|
|
META, SBUX, LNKD, MA, AAPL
|
13F-HR |
2/13/2015, 10:24 AM |