| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 79 | 34,639,793 | NVDA, V, INTU, NFLX | 13F-HR | 2/13/2024 | 000106299324002887 |
| Q3 2023 | 79 | 30,596,670 | V, NVDA, INTU, NFLX | 13F-HR | 11/13/2023 | 000106299323020569 |
| Q2 2023 | 82 | 32,971,006 | V, NVDA, NFLX, MSFT | 13F-HR | 8/11/2023 | 000106299323016242 |
| Q1 2023 | 83 | 31,226,225 | NVDA, V, NFLX, INTU | 13F-HR | 5/12/2023 | 000106299323010890 |
| Q4 2022 | 83 | 28,131,940 | V, ISRG, NVDA, DHR | 13F-HR | 2/13/2023 | 000106299323002803 |
| Q3 2022 | 80 | 28,688,121 | V, DHR, INTU, CMG | 13F-HR | 11/10/2022 | 000106299322021845 |
| Q2 2022 | 77 | 33,885,628 | V, MSFT, NOW, EL | 13F-HR | 8/12/2022 | 000106299322017792 |
| Q1 2022 | 84 | 49,866,821 | V, NVDA, ILMN, SNAP | 13F-HR | 5/11/2022 | 000106299322012042 |
| Q4 2021 | 85 | 60,918,860 | V, SNAP, ILMN, NVDA | 13F-HR | 2/11/2022 | 000106299322003627 |
| Q3 2021 | 84 | 59,571,369 | SNAP, V, NVDA, PYPL | 13F-HR | 11/12/2021 | 000106299321010652 |
| Q2 2021 | 82 | 59,110,178 | SNAP, V, NVDA, PYPL | 13F-HR | 8/12/2021 | 000106299321007416 |
| Q1 2021 | 83 | 50,512,666 | V, PYPL, NVDA, META | 13F-HR | 5/13/2021 | 000106299321004477 |
| Q4 2020 | 81 | 50,443,620 | PYPL, SNAP, V, NVDA | 13F-HR | 2/12/2021 | 000106299321001296 |
| Q3 2020 | 78 | 45,457,630 | PYPL, V, NVDA, META | 13F-HR | 11/12/2020 | 000106299320005531 |
| Q2 2020 | 76 | 41,384,629 | PYPL, V, AMT, META | 13F-HR | 8/12/2020 | 000106299320003837 |
| Q1 2020 | 79 | 30,122,343 | V, AMT, EQIX, GOOGL | 13F-HR | 5/13/2020 | 000106299320002315 |
| Q4 2019 | 84 | 33,505,855 | V, EQIX, AMT, GOOGL | 13F-HR | 2/14/2020 | 000106299320000821 |
| Q3 2019 | 64 | 30,493,785 | V, EQIX, AMT, GOOGL | 13F-HR | 11/12/2019 | 000106299319004276 |
| Q2 2019 | 64 | 30,441,259 | V, PYPL, EQIX, AMT | 13F-HR | 8/12/2019 | 000106299319003286 |
| Q1 2019 | 65 | 28,573,110 | V, PYPL, AMT, GOOGL | 13F-HR | 5/13/2019 | 000106299319002140 |
| Q4 2018 | 72 | 24,325,093 | V, AMT, PYPL, GOOGL | 13F-HR | 2/13/2019 | 000106299319000748 |
| Q3 2018 | 73 | 29,929,021 | V, AMZN, GOOGL, ILMN | 13F-HR | 11/13/2018 | 000106299318004541 |
| Q2 2018 | 72 | 27,544,959 | V, AMZN, META, CTSH | 13F-HR | 8/10/2018 | 000106299318003256 |
| Q1 2018 | 71 | 25,050,756 | V, AMZN, CTSH, BKNG | 13F-HR | 5/11/2018 | 000106299318002100 |
| Q4 2017 | 82 | 22,973,864 | V, AMZN, META, CTSH | 13F-HR | 2/13/2018 | 000106299318000655 |
| Q3 2017 | 80 | 21,754,967 | CELG, V, META, CTSH | 13F-HR | 11/13/2017 | 000106299317004809 |
| Q2 2017 | 79 | 20,403,628 | AMZN, CELG, V, BKNG | 13F-HR | 8/11/2017 | 000106299317003684 |
| Q1 2017 | 81 | 17,928,367 | AMZN, CELG, V, ILMN | 13F-HR | 5/12/2017 | 000106299317002400 |
| Q4 2016 | 84 | 15,195,683 | CELG, AMZN, V, ILMN | 13F-HR | 2/10/2017 | 000106299317000648 |
| Q3 2016 | 92 | 15,214,317 | AMZN, CELG, V, ILMN | 13F-HR | 11/14/2016 | 000106299316012203 |
| Q2 2016 | 78 | 13,635,048 | AMZN, CELG, V, AMT | 13F-HR | 8/11/2016 | 000106299316010961 |
| Q1 2016 | 73 | 13,901,335 | CELG, V, ILMN, AMZN | 13F-HR | 5/9/2016 | 000106299316009493 |
| Q4 2015 | 80 | 13,481,634 | CELG, ILMN, V, AMZN | 13F-HR | 2/10/2016 | 000106299316007624 |
| Q3 2015 | 78 | 11,842,024 | CELG, GILD, CTSH, V | 13F-HR | 11/10/2015 | 000106299315005863 |
| Q2 2015 | 78 | 12,034,386 | CELG, GILD, ILMN, CTSH | 13F-HR | 8/7/2015 | 000106299315004244 |
| Q1 2015 | 76 | 11,162,821 | CELG, GILD, CTSH, ILMN | 13F-HR | 5/6/2015 | 000106299315002430 |
| Q4 2014 | 79 | 10,867,436 | CELG, GILD, V, ILMN | 13F-HR | 2/6/2015 | 000106299315000521 |
| Q3 2014 | 77 | 9,970,627 | CELG, GILD, ILMN, AMZN | 13F-HR | 11/10/2014 | 000106299314006408 |
| Q2 2014 | 81 | 9,860,058 | CELG, GILD, ILMN, CTSH | 13F-HR | 8/8/2014 | 000106299314004647 |
| Q1 2014 | 81 | 9,394,722 | GILD, GOOGL, CELG, V | 13F-HR | 5/12/2014 | 000106299314002728 |
| Q4 2013 | 81 | 8,942,009 | GILD, CELG, GOOGL, V | 13F-HR | 2/11/2014 | 000106299314000603 |