| Q1 2024 |
104 |
$4.71B |
+$170M |
-$357M |
-$187M |
NVDA, AMZN, META, MELI, TSLA, TTD |
13F-HR |
5/7/2024, 10:19 AM |
| Q4 2023 |
98 |
$4.34B |
+$153M |
-$346M |
-$192M |
NVDA, TSLA, AMZN, MELI, SHOP, TTD |
13F-HR |
2/8/2024, 04:29 PM |
| Q3 2023 |
105 |
$3.91B |
+$121M |
-$226M |
-$105M |
TSLA, NVDA, AMZN, TTD, MELI, SHOP |
13F-HR |
11/1/2023, 04:29 PM |
| Q2 2023 |
101 |
$4.2B |
+$162M |
-$304M |
-$142M |
TSLA, NVDA, AMZN, TTD, SHOP, MELI |
13F-HR |
8/9/2023, 11:46 AM |
| Q1 2023 |
99 |
$3.73B |
+$235M |
-$301M |
-$66.8M |
TSLA, NVDA, AMZN, MELI, TTD, SHOP |
13F-HR |
5/11/2023, 12:01 PM |
| Q4 2022 |
97 |
$2.98B |
+$105M |
-$235M |
-$130M |
AMZN, MELI, TTD, TSLA, NVDA, SHOP |
13F-HR |
2/13/2023, 12:00 PM |
| Q3 2022 |
101 |
$3.53B |
+$1.49B |
-$5.14M |
+$1.48B |
TSLA, AMZN, TTD, MELI, NVDA, MSFT |
13F-HR |
11/14/2022, 02:11 PM |
| Q2 2022 |
85 |
$2.19B |
+$446M |
-$194M |
+$252M |
TSLA, AMZN, TTD, NVDA, MELI, SHOP |
13F-HR |
8/11/2022, 01:16 PM |
| Q1 2022 |
85 |
$3.72B |
+$84M |
-$239M |
-$155M |
TSLA, NVDA, TTD, AMZN, MELI, SHOP |
13F-HR |
5/12/2022, 11:33 AM |
| Q4 2021 |
90 |
$4.8B |
+$197M |
-$303M |
-$106M |
TSLA, NVDA, TTD, SHOP, MELI, AMZN |
13F-HR |
2/11/2022, 01:21 PM |
| Q3 2021 |
94 |
$5.27B |
+$548M |
-$374M |
+$174M |
TSLA, SHOP, MELI, TTD, NVDA, SNAP |
13F-HR |
11/12/2021, 10:11 AM |
| Q2 2021 |
95 |
$5.63B |
+$852M |
-$648M |
+$203M |
TSLA, SHOP, TTD, NVDA, MELI, EXAS |
13F-HR |
8/11/2021, 05:05 PM |
| Q1 2021 |
96 |
$5.27B |
+$378M |
-$351M |
+$26.9M |
TSLA, SHOP, MELI, TTD, EXAS, SQ |
13F-HR |
5/12/2021, 12:24 PM |
| Q4 2020 |
82 |
$5.71B |
+$437M |
-$734M |
-$297M |
TSLA, MELI, SHOP, TTD, AMZN, Z |
13F-HR |
2/10/2021, 03:52 PM |
| Q3 2020 |
82 |
$4.98B |
+$569M |
-$243M |
+$327M |
TSLA, SHOP, AMZN, NVDA, TTD, Z |
13F-HR |
11/12/2020, 11:11 AM |
| Q2 2020 |
83 |
$4.19B |
+$563M |
-$424M |
+$139M |
SHOP, TSLA, AMZN, TTD, NVDA, MELI |
13F-HR |
8/12/2020, 12:16 PM |
| Q1 2020 |
79 |
$2.65B |
+$223M |
-$166M |
+$57.2M |
TDOC, AMZN, NFLX, SHOP, TSLA, NVDA |
13F-HR |
5/12/2020, 02:01 PM |
| Q4 2019 |
82 |
$2.7B |
+$109M |
-$416M |
-$307M |
TSLA, SHOP, AMZN, EXAS, TTD, NFLX |
13F-HR |
2/7/2020, 01:18 PM |
| Q3 2019 |
80 |
$2.61B |
+$144M |
-$156M |
-$12.4M |
AMZN, SHOP, EXAS, TDOC, NFLX, MELI |
13F-HR |
11/8/2019, 03:38 PM |
| Q2 2019 |
80 |
$3.05B |
+$170M |
-$175M |
-$4.09M |
EXAS, AMZN, SHOP, NFLX, MELI, TTD |
13F-HR |
8/13/2019, 04:10 PM |
| Q1 2019 |
78 |
$2.82B |
+$215M |
-$233M |
-$18.1M |
AMZN, NFLX, EXAS, SHOP, MELI, TTD |
13F-HR |
5/14/2019, 11:31 AM |
| Q4 2018 |
79 |
$2.29B |
+$160M |
-$179M |
-$19.7M |
AMZN, NFLX, EXAS, TSLA, SHOP, PYPL |
13F-HR |
2/14/2019, 10:43 AM |
| Q3 2018 |
83 |
$3.15B |
+$198M |
-$139M |
+$59.3M |
AMZN, NFLX, EXAS, SHOP, XPO, TDOC |
13F-HR |
11/13/2018, 01:11 PM |
| Q2 2018 |
86 |
$3.01B |
+$207M |
-$186M |
+$21.6M |
AMZN, NFLX, TSLA, SHOP, XPO, EXAS |
13F-HR |
8/14/2018, 05:02 PM |
| Q1 2018 |
82 |
$2.6B |
+$191M |
-$160M |
+$31.4M |
AMZN, NFLX, XPO, MELI, SHOP, TSLA |
13F-HR |
5/15/2018, 05:02 PM |
| Q4 2017 |
82 |
$2.4B |
+$151M |
-$86.9M |
+$64.2M |
AMZN, NFLX, XPO, META, MELI, TSLA |
13F-HR |
2/14/2018, 12:38 PM |
| Q3 2017 |
79 |
$2.3B |
+$232M |
-$183M |
+$49.1M |
NFLX, AMZN, META, XPO, TSLA, SHOP |
13F-HR |
11/9/2017, 04:14 PM |
| Q2 2017 |
79 |
$2.3B |
+$139M |
-$159M |
-$19.8M |
AMZN, TSLA, NFLX, XPO, META, MELI |
13F-HR |
8/11/2017, 01:51 PM |
| Q1 2017 |
80 |
$2.17B |
+$191M |
-$290M |
-$99.4M |
AMZN, NFLX, TSLA, META, XPO, MELI |
13F-HR |
5/12/2017, 12:29 PM |
| Q4 2016 |
79 |
$2.12B |
+$137M |
-$305M |
-$168M |
AMZN, NFLX, XPO, TSLA, META, SCHW |
13F-HR |
2/10/2017, 01:18 PM |
| Q3 2016 |
80 |
$2.43B |
+$188M |
-$111M |
+$77.5M |
AMZN, XPO, META, NFLX, TSLA, PANW |
13F-HR |
11/10/2016, 12:13 PM |
| Q2 2016 |
73 |
$2.14B |
+$195M |
-$185M |
+$10.3M |
AMZN, META, TSLA, NFLX, XPO, CELG |
13F-HR |
8/11/2016, 02:19 PM |
| Q1 2016 |
72 |
$2.21B |
+$156M |
-$163M |
-$6.87M |
AMZN, TSLA, NFLX, META, XPO, CELG |
13F-HR |
5/11/2016, 03:53 PM |
| Q4 2015 |
72 |
$2.46B |
+$257M |
-$131M |
+$126M |
AMZN, NFLX, TSLA, META, CELG, XPO |
13F-HR |
2/12/2016, 03:16 PM |
| Q3 2015 |
71 |
$2.33B |
+$340M |
-$77.4M |
+$262M |
AMZN, TSLA, NFLX, META, CELG, XPO |
13F-HR |
11/12/2015, 04:24 PM |
| Q2 2015 |
72 |
$2.57B |
+$160M |
-$103M |
+$56.6M |
TSLA, NFLX, AMZN, XPO, META, CELG |
13F-HR |
8/14/2015, 06:10 PM |
| Q1 2015 |
72 |
$2.39B |
+$329M |
-$140M |
+$189M |
TSLA, AMZN, NFLX, XPO, META, CELG |
13F-HR |
5/14/2015, 01:15 PM |
| Q4 2014 |
81 |
$2.31B |
+$316M |
-$75.2M |
+$241M |
TSLA, LNKD, AMZN, META, CELG, NFLX |
RESTATEMENT |
5/14/2015, 12:44 PM |
| Q3 2014 |
71 |
$2.34B |
+$247M |
-$551M |
-$304M |
TSLA, NFLX, LNKD, AMZN, META, CELG |
13F-HR |
11/13/2014, 02:26 PM |
| Q2 2014 |
72 |
$2.84B |
+$332M |
-$178M |
+$153M |
TSLA, NFLX, AMZN, ZXXXX, LNKD, META |
13F-HR |
8/12/2014, 07:04 PM |
| Q1 2014 |
73 |
$2.79B |
+$407M |
-$244M |
+$163M |
TSLA, AMZN, NFLX, META, PCLN, PRAAXXXX |
13F-HR |
5/12/2014, 02:46 PM |
| Q4 2013 |
66 |
$2.9B |
|
|
|
TSLA, AMZN, NFLX, META, GOOGLXXXX, PCLN |
13F-HR |
2/13/2014, 11:54 AM |