| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2025 | 24 | 14,051,394 | VST, META, AMZN, MSFT | 13F-HR | 8/14/2025 | 000090266425003627 |
| Q1 2025 | 24 | 11,578,130 | META, INTU, AMZN, MSFT | 13F-HR | 5/15/2025 | 000090266425002417 |
| Q4 2024 | 30 | 13,465,920 | META, AMZN, PM, TSM | 13F-HR | 2/14/2025 | 000090266425001072 |
| Q3 2024 | 29 | 13,405,659 | META, AMZN, VST, TSM | 13F-HR | 11/14/2024 | 000090266424006633 |
| Q2 2024 | 24 | 12,329,311 | TSM, MSFT, AMZN, META | 13F-HR | 8/14/2024 | 000090266424005150 |
| Q1 2024 | 26 | 12,671,430 | META, TSM, MSFT, AMZN | 13F-HR | 5/15/2024 | 000090266424003638 |
| Q4 2023 | 25 | 11,558,848 | META, AMZN, TSM, MSFT | 13F-HR | 2/14/2024 | 000090266424001732 |
| Q3 2023 | 26 | 10,372,457 | META, AMZN, MA, TSM | 13F-HR | 11/14/2023 | 000090266423005548 |
| Q2 2023 | 29 | 10,910,136 | MSFT, TSM, AMZN, BBWI | 13F-HR | 8/14/2023 | 000090266423004451 |
| Q1 2023 | 29 | 10,801,782 | WDAY, MSFT, TSM, BBWI | 13F-HR | 5/15/2023 | 000090266423003075 |
| Q4 2022 | 30 | 10,475,619 | BBWI, MSFT, AMZN, WDAY | 13F-HR | 2/14/2023 | 000090266423001763 |
| Q3 2022 | 31 | 10,613,116 | WDAY, AMZN, PYPL, BBWI | 13F-HR | 11/14/2022 | 000090266422004869 |
| Q2 2022 | 30 | 10,609,466 | AMZN, MSFT, META, TSM | 13F-HR | 8/15/2022 | 000090266422003974 |
| Q1 2022 | 30 | 16,809,736 | MSFT, AMZN, WDAY, NOW | 13F-HR | 5/16/2022 | 000156761922010934 |
| Q4 2021 | 29 | 24,408,831 | AMZN, SHOP, MA, BBWI | 13F-HR | 2/14/2022 | 000156761922004367 |
| Q3 2021 | 39 | 29,676,688 | SHOP, SNAP, DASH, BBWI | 13F-HR | 11/15/2021 | 000090266421004961 |
| Q2 2021 | 35 | 31,032,559 | SHOP, LB, META, AMZN | RESTATEMENT | 11/15/2021 | 000090266421004960 |
| Q1 2021 | 38 | 27,531,132 | SHOP, MSFT, META, LB | 13F-HR | 5/17/2021 | 000156761921010580 |
| Q4 2020 | 41 | 27,512,506 | SHOP, COUP, MSFT, GPN | 13F-HR | 2/16/2021 | 000090266421001403 |
| Q3 2020 | 32 | 23,280,677 | SHOP, META, MSFT, UNH | RESTATEMENT | 2/16/2021 | 000090266421001402 |
| Q2 2020 | 29 | 19,791,953 | SHOP, PYPL, MSFT, AMZN | 13F-HR | 8/14/2020 | 000156761920015477 |
| Q1 2020 | 39 | 16,851,513 | BABA, UNH, AMZN, MSFT | 13F-HR | 5/15/2020 | 000156761920010490 |
| Q4 2019 | 43 | 18,860,782 | BABA, UNH, AMZN, ADBE | 13F-HR | 2/14/2020 | 000156761920004017 |
| Q3 2019 | 37 | 16,997,180 | BABA, AMZN, UNH, ADBE | 13F-HR | 11/14/2019 | 000156761919021576 |
| Q2 2019 | 31 | 16,084,865 | ADBE, BABA, IQV, MSFT | 13F-HR | 8/14/2019 | 000156761919016976 |
| Q1 2019 | 29 | 17,107,202 | ADBE, AMZN, IQV, MSFT | 13F-HR | 5/15/2019 | 000156761919011247 |
| Q4 2018 | 25 | 14,770,840 | ADBE, AMZN, MSFT, IQV | 13F-HR | 2/14/2019 | 000156761919004431 |
| Q3 2018 | 25 | 19,436,749 | BABA, MSFT, ADBE, ATVI | 13F-HR | 11/14/2018 | 000156761918006253 |
| Q2 2018 | 28 | 18,908,615 | MSFT, BABA, ATVI, ADBE | 13F-HR | 8/14/2018 | 000156761918001058 |
| Q1 2018 | 30 | 19,744,979 | META, ADBE, STZ, MSFT | 13F-HR | 5/15/2018 | 000114036118023890 |
| Q4 2017 | 31 | 19,155,215 | STZ, BABA, ATVI, ADBE | 13F-HR | 2/14/2018 | 000114036118008225 |
| Q3 2017 | 31 | 20,565,202 | BABA, STZ, CHTR, ATVI | 13F-HR | 11/14/2017 | 000114036117042754 |
| Q2 2017 | 33 | 19,672,980 | BABA, CHTR, STZ, ATVI | 13F-HR | 8/14/2017 | 000114036117032059 |
| Q1 2017 | 34 | 19,011,683 | CHTR, ATVI, STZ, AVGO | 13F-HR | 5/15/2017 | 000114036117020660 |
| Q4 2016 | 41 | 19,160,191 | CHTR, STZ, AMZN, MSFT | 13F-HR | 2/14/2017 | 000114036117007283 |
| Q3 2016 | 40 | 22,396,358 | CHTR, DLTR, EBAY, AMZN | 13F-HR | 11/14/2016 | 000114036116086452 |
| Q2 2016 | 38 | 21,674,382 | BKNG, DLTR, META, AMZN | 13F-HR | 8/15/2016 | 000114036116076736 |
| Q1 2016 | 41 | 20,099,108 | MSFT, META, AMZN, BKNG | 13F-HR | 5/16/2016 | 000114036116065692 |
| Q4 2015 | 47 | 23,398,072 | MSFT, AMZN, BKNG, META | 13F-HR | 2/16/2016 | 000090266416005864 |
| Q3 2015 | 52 | 24,552,261 | BHC, BKNG, LBRDA, JD | 13F-HR | 11/16/2015 | 000090266415004275 |
| Q2 2015 | 56 | 26,726,898 | FXE puts, JD, BKNG, ILMN | 13F-HR | 8/14/2015 | 000090266415003391 |
| Q1 2015 | 54 | 26,424,351 | FXE puts, BKNG, JD, MA | 13F-HR | 5/15/2015 | 000090266415002604 |
| Q4 2014 | 48 | 23,852,922 | MA, BIDU, BKNG, BHC | 13F-HR | 2/17/2015 | 000090266415001107 |
| Q3 2014 | 48 | 25,592,326 | BIDU, BHC, CPRI, MA | 13F-HR | 11/14/2014 | 000090266414004391 |
| Q2 2014 | 53 | 24,737,838 | BIDU, CTSH, BHC, MSFT | 13F-HR | 8/14/2014 | 000090266414003546 |
| Q1 2014 | 52 | 23,001,722 | CTSH, BIDU, BHC, MSFT | 13F-HR | 5/15/2014 | 000090266414002548 |
| Q4 2013 | 55 | 23,246,007 | DG, CTSH, BKNG, BIDU | 13F-HR | 2/14/2014 | 000090266414001162 |