| Q2 2024 |
20 |
$21.6M |
+$1.92M |
-$117M |
-$115M |
GOOGL, SQ, INTC, MU, ZM
|
13F-HR |
7/31/2024, 12:09 PM |
| Q1 2024 |
31 |
$130M |
$0 |
$0 |
|
AMD, META, PYPL, NVDA, UBER
|
13F-HR |
5/9/2024, 06:27 PM |
| Q4 2023 |
36 |
$139M |
|
|
|
AMD, AMAT, META, PYPL, UBER
|
13F-HR |
2/8/2024, 02:55 PM |
| Q3 2023 |
40 |
$234M |
|
|
|
META, AMZN, AMAT, AMD, PYPL
|
13F-HR |
11/9/2023, 03:23 PM |
| Q2 2023 |
44 |
$520M |
|
|
|
META, AMD, AMZN, AMAT, CRWD
|
Restatement |
8/14/2023, 03:01 PM |
| Q1 2023 |
75 |
$2.33B |
|
|
|
FDX, MCHP, FIS, NEE, IP
|
13F-HR |
5/3/2023, 05:14 PM |
| Q4 2022 |
46 |
$735M |
|
|
|
NVDA, AMZN, META, AAPL, CRWD
|
13F-HR |
2/3/2023, 07:57 AM |
| Q3 2022 |
55 |
$710M |
|
|
|
NVDA, BABA, META, SQ, ZM
|
13F-HR |
10/24/2022, 03:46 PM |
| Q2 2022 |
58 |
$778M |
|
|
|
BABA, BABA, NVDA, AMZN, AMD
|
13F-HR |
7/28/2022, 11:03 AM |
| Q1 2022 |
62 |
$1.14B |
|
|
|
NVDA, BABA, BABA, SPY, AMD
|
13F-HR |
4/27/2022, 03:14 PM |
| Q4 2021 |
55 |
$986M |
$0 |
$0 |
|
BABA, SPY, NVDA, META, AMZN
|
13F-HR |
1/28/2022, 02:50 PM |
| Q3 2021 |
54 |
$1.1B |
$0 |
$0 |
|
BABA, SPY, NVDA, AMD, AAPL
|
13F-HR |
10/28/2021, 11:54 AM |
| Q2 2021 |
49 |
$544M |
$0 |
$0 |
|
SPY, SQ, AAPL, META, AMZN
|
13F-HR |
7/28/2021, 02:52 PM |
| Q1 2021 |
55 |
$708M |
$0 |
$0 |
|
BABA, SPY, AAPL, SQ, NVDA
|
13F-HR |
4/27/2021, 08:00 PM |
| Q4 2020 |
38 |
$597M |
|
|
|
BABA, SPY, AMZN, SQ, AAPL
|
13F-HR |
1/28/2021, 05:51 PM |
| Q3 2020 |
36 |
$425M |
|
|
|
BABA, VRT, AMZN, MSFT, AAPL
|
13F-HR |
10/26/2020, 04:44 PM |
| Q2 2020 |
38 |
$219M |
|
|
|
VRT, BABA, UBER, AMD, MU
|
13F-HR |
7/27/2020, 05:03 PM |
| Q1 2020 |
34 |
$421M |
|
|
|
CLGX, VRT, SPY, BABA, BABA
|
13F-HR |
4/30/2020, 05:56 PM |
| Q4 2019 |
8 |
$683M |
|
|
|
SPY, UBER, AVGO, AMD, BA
|
13F-HR |
2/12/2020, 02:37 PM |