| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 12 | $89.9M | +$34.9M | -$30.4M | +$4.49M | AVGO, ESTC, NU, MELI, CFLT | 13F-HR | 2/14/2025, 04:00 PM |
| Q3 2024 | 13 | $85.5M | +$29.5M | -$22.7M | +$6.8M | BIDU, MELI, NU, ESTC, FROG | 13F-HR | 11/14/2024, 04:00 PM |
| Q2 2024 | 12 | $75.6M | +$22.8M | -$27.4M | -$4.57M | NU, MELI, ESTC, TOST, FROG | 13F-HR | 8/14/2024, 04:00 PM |
| Q1 2024 | 11 | $77.4M | +$21.5M | -$31.1M | -$9.68M | NU, MELI, DLO, TOST, ESTC | 13F-HR | 5/15/2024, 04:00 PM |
| Q4 2023 | 15 | $81.8M | +$25.2M | -$32.6M | -$7.35M | MELI, NU, TOST, DLO, PINS | 13F-HR | 2/14/2024, 04:00 PM |
| Q3 2023 | 18 | $81.9M | +$24.3M | -$53.8M | -$29.4M | MELI, DLO, NU, TOST, CCO | 13F-HR | 11/14/2023, 04:01 PM |
| Q2 2023 | 19 | $113M | +$20.7M | -$48.2M | -$27.5M | NFLX, TOST, MELI, S, CCO | 13F-HR | 8/14/2023, 05:00 PM |
| Q1 2023 | 15 | $130M | +$27.6M | -$7.59M | +$20.1M | NFLX, MELI, S, DLO, PANW | 13F-HR | 5/15/2023, 04:00 PM |
| Q4 2022 | 16 | $105M | +$18.2M | -$2.96M | +$15.3M | NFLX, MELI, EDR, S, DLO | 13F-HR | 2/14/2023, 03:00 PM |
| Q3 2022 | 18 | $117M | +$25.6M | -$17.1M | +$8.51M | S, NFLX, MELI, EDR, DLO | 13F-HR | 11/14/2022, 03:00 PM |
| Q2 2022 | 19 | $133M | +$71.2M | -$491K | +$70.7M | MELI, FIVN, CRWD, EDR, S | 13F-HR | 8/15/2022, 04:00 PM |
| Q1 2022 | 18 | $154M | +$69.6M | -$31M | +$38.6M | MELI, CZR, FIVN, UBER, SQM | 13F-HR | 5/16/2022, 04:01 PM |
| Q4 2021 | 17 | $213M | AFRM, MELI, CZR, UBER, FIVN | 13F-HR | 2/14/2022, 03:07 PM |