| Q2 2024 |
28 |
$762M |
+$269M |
-$437M |
-$168M |
NU, AMZN, AAPL, NVDA, S
|
13F-HR |
8/14/2024, 10:35 AM |
| Q1 2024 |
35 |
$923M |
+$276M |
-$425M |
-$149M |
NU, AMZN, NFLX, META, S
|
13F-HR |
5/15/2024, 10:31 AM |
| Q4 2023 |
39 |
$973M |
+$377M |
-$267M |
+$111M |
MELI, MSFT, NU, S, NFLX
|
13F-HR |
2/14/2024, 10:42 AM |
| Q3 2023 |
42 |
$808M |
+$265M |
-$425M |
-$159M |
QQQ, META, NU, MSFT, NVDA
|
13F-HR |
11/14/2023, 10:52 AM |
| Q2 2023 |
41 |
$981M |
+$275M |
-$515M |
-$240M |
QQQ, AMZN, NFLX, NVDA, S
|
13F-HR |
8/14/2023, 05:55 PM |
| Q1 2023 |
34 |
$1.07B |
+$495M |
-$103M |
+$392M |
BABA, NU, META, SPY, BIDU
|
13F-HR |
5/15/2023, 11:14 AM |
| Q4 2022 |
27 |
$714M |
+$388M |
-$111M |
+$276M |
BABA, NFLX, SQ, CRM, BIDU
|
13F-HR |
2/14/2023, 09:33 AM |
| Q3 2022 |
21 |
$496M |
+$241M |
-$20.6M |
+$220M |
TOST, TMUS, S, TCOM, NFLX
|
13F-HR |
11/14/2022, 01:14 PM |
| Q2 2022 |
15 |
$441M |
+$133M |
-$97.7M |
+$35.6M |
BABA, BIDU, TOST, TMUS, S
|
13F-HR |
8/15/2022, 10:57 AM |
| Q1 2022 |
24 |
$861M |
+$305M |
-$200M |
+$105M |
S, PANW, BABA, MA, TOST
|
13F-HR |
5/16/2022, 10:48 AM |
| Q4 2021 |
27 |
$1.29B |
+$494M |
-$136M |
+$358M |
S, PANW, TOST, MSFT, NU
|
13F-HR |
2/14/2022, 09:35 AM |
| Q3 2021 |
32 |
$1.28B |
+$449M |
-$208M |
+$241M |
S, PANW, CRM, NFLX, RNG
|
13F-HR |
11/15/2021, 11:17 AM |
| Q2 2021 |
29 |
$1.05B |
+$491M |
-$402M |
+$88.6M |
S, OKTA, PANW, PAGS, MQ
|
13F-HR |
8/16/2021, 10:34 AM |
| Q1 2021 |
31 |
$907M |
+$299M |
-$436M |
-$137M |
MU, NXPI, LYFT, PANW, TXN
|
Restatement |
5/18/2021, 01:23 PM |
| Q4 2020 |
34 |
$1.19B |
+$521M |
-$119M |
+$402M |
QQQ, IWM, MU, NXPI, MA
|
13F-HR |
2/16/2021, 03:04 PM |
| Q3 2020 |
31 |
$691M |
+$195M |
-$194M |
+$350K |
BABA, QQQ, BAND, PINS, QCOM
|
13F-HR |
11/16/2020, 03:07 PM |
| Q2 2020 |
27 |
$683M |
+$372M |
-$48.8M |
+$323M |
BAND, SPY, BABA, RNG, FIVN
|
13F-HR |
8/14/2020, 04:01 PM |
| Q1 2020 |
16 |
$269M |
+$82.1M |
-$28.4M |
+$53.7M |
AMZN, BABA, BAND, NFLX, RNG
|
13F-HR |
5/15/2020, 04:00 PM |
| Q4 2019 |
24 |
$504M |
+$315M |
-$5.49M |
+$310M |
QQQ, SPY, BABA, BAND, NFLX
|
13F-HR |
2/14/2020, 03:00 PM |
| Q3 2019 |
21 |
$244M |
+$85.5M |
-$38.7M |
+$46.8M |
GOOGL, EA, DLB, MELI, BAND
|
13F-HR |
11/14/2019, 03:03 PM |
| Q2 2019 |
26 |
$298M |
+$110M |
-$11.3M |
+$98.6M |
IWM, DOCU, NFLX, BAND, BABA
|
13F-HR |
8/14/2019, 04:02 PM |
| Q1 2019 |
26 |
$308M |
+$128M |
-$62.1M |
+$65.4M |
IWM, AABA, PLAN, QQQ, DOCU
|
13F-HR |
5/14/2019, 03:01 PM |
| Q4 2018 |
23 |
$212M |
+$73.7M |
-$10.1M |
+$63.6M |
DOCU, PLAN, DLB, NFLX, AABA
|
13F-HR |
2/14/2019, 03:00 PM |
| Q3 2018 |
32 |
$324M |
+$101M |
-$20.2M |
+$81.2M |
DOCU, NFLX, DLB, BABA, WIX
|
13F-HR |
11/14/2018, 03:04 PM |
| Q2 2018 |
30 |
$263M |
+$167M |
-$9.04M |
+$158M |
DOCU, TTWO, VG, DLB, BAND
|
13F-HR |
8/14/2018, 04:08 PM |
| Q1 2018 |
29 |
$132M |
+$51.3M |
-$19.7M |
+$31.6M |
BABA, VG, NFLX, BAND, PAGS
|
13F-HR |
5/15/2018, 04:02 PM |
| Q4 2017 |
25 |
$127M |
+$50.1M |
-$14.5M |
+$35.6M |
BABA, VG, FIVN, EVBG, DLB
|
13F-HR |
2/14/2018, 03:01 PM |
| Q3 2017 |
26 |
$131M |
+$45.9M |
-$8.77M |
+$37.1M |
AABA, BABA, DLB, NFLX, FIVN
|
13F-HR |
11/14/2017, 03:05 PM |
| Q2 2017 |
27 |
$119M |
+$51.7M |
-$12.8M |
+$38.9M |
P, BABA, AAPL, DLB, EBAY
|
13F-HR |
8/14/2017, 12:27 PM |
| Q1 2017 |
24 |
$98M |
+$35.8M |
-$12.6M |
+$23.2M |
BABA, P, DLB, WIX, DISH
|
13F-HR |
5/15/2017, 04:09 PM |
| Q4 2016 |
24 |
$99.1M |
+$55.8M |
-$16.8M |
+$39M |
DLB, VG, NFLX, WIX, YELP
|
13F-HR |
2/14/2017, 10:47 AM |
| Q3 2016 |
31 |
$115M |
+$63.2M |
-$6.24M |
+$57M |
BABA, GPRO, AMZN, AMT, WIX
|
13F-HR |
11/10/2016, 06:32 PM |
| Q2 2016 |
24 |
$64.1M |
+$34.1M |
-$5M |
+$29.1M |
YHOO, BABA, SYMC, LVLT, DLB
|
13F-HR |
8/12/2016, 10:39 AM |
| Q1 2016 |
27 |
$69.2M |
+$24M |
-$43.5M |
-$19.5M |
YHOO, CMCSA, AAPL, MSFT, INTU
|
13F-HR |
5/10/2016, 04:43 PM |
| Q4 2015 |
31 |
$123M |
|
|
|
GOOGL, BABA, META, DIS, EA
|
13F-HR |
2/11/2016, 12:23 PM |