| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 10 | 460,415 | MSFT, BROS, TSM, AMZN | 13F-HR | 8/14/2026 | 000117266126003778 |
| Q1 2026 | 10 | 373,064 | MSFT, BROS, TSM, AMZN | 13F-HR | 5/15/2026 | 000117266126002083 |
| Q4 2025 | 9 | 468,530 | MSFT, BROS, UBER, AMZN | 13F-HR | 2/17/2026 | 000117266126000868 |
| Q3 2025 | 9 | 562,987 | MSFT, UBER, BROS, TSM | 13F-HR | 11/14/2025 | 000117266125004905 |
| Q2 2025 | 9 | 709,923 | MSFT, BROS, UBER, PWR | 13F-HR | 8/14/2025 | 000117266125003436 |
| Q1 2025 | 8 | 578,891 | MSFT, BROS, ADBE, UBER | 13F-HR | 5/14/2025 | 000117266125001848 |
| Q4 2024 | 10 | 576,268 | MSFT, BROS, ADBE, PWR | 13F-HR | 2/14/2025 | 000117266125000865 |
| Q3 2024 | 12 | 633,098 | MSFT, UBER, PWR, BROS | 13F-HR | 11/14/2024 | 000117266124004879 |
| Q2 2024 | 12 | 706,886 | MSFT, UBER, ADBE, PWR | 13F-HR | 8/14/2024 | 000117266124003364 |
| Q1 2024 | 16 | 721,017 | MSFT, ADBE, UBER, PWR | 13F-HR | 5/15/2024 | 000117266124002336 |
| Q4 2023 | 16 | 551,724 | MSFT, UBER, PWR, ADBE | 13F-HR | 2/14/2024 | 000117266124000878 |
| Q3 2023 | 16 | 444,291 | MSFT, PWR, UBER, GOOG | 13F-HR | 11/14/2023 | 000117266123003870 |
| Q2 2023 | 19 | 497,802 | MSFT, PWR, EEFT, NXT | 13F-HR | 8/14/2023 | 000117266123003157 |
| Q1 2023 | 17 | 388,704 | MSFT, PWR, EEFT, ARRY | 13F-HR | 5/15/2023 | 000117266123002123 |
| Q4 2022 | 15 | 309,035 | MSFT, EEFT, PWR, SEDG | 13F-HR | 2/14/2023 | 000117266123001366 |
| Q3 2022 | 14 | 357,661 | MSFT, LTHM, EEFT, BABA | 13F-HR | 11/14/2022 | 000117266122002389 |
| Q2 2022 | 12 | 437,529 | MSFT, BABA, LTHM, EEFT | 13F-HR | 8/12/2022 | 000117266122001792 |
| Q1 2022 | 19 | 700,626 | MSFT, BABA, LTHM, GPN | 13F-HR | 5/16/2022 | 000117266122001311 |
| Q4 2021 | 20 | 722,749 | MSFT, BABA, GPN, LTHM | 13F-HR | 2/14/2022 | 000117266122000745 |
| Q3 2021 | 20 | 743,780 | MSFT, BABA, GPN, LTHM | 13F-HR | 11/15/2021 | 000117266121002218 |
| Q2 2021 | 22 | 703,831 | MSFT, BABA, GPN, LTHM | 13F-HR | 8/16/2021 | 000117266121001879 |
| Q1 2021 | 21 | 643,967 | MSFT, BABA, GPN, LTHM | 13F-HR | 5/17/2021 | 000117266121001202 |
| Q4 2020 | 18 | 585,829 | BABA, MSFT, GPN, LTHM | 13F-HR | 2/16/2021 | 000117266121000414 |
| Q3 2020 | 10 | 494,713 | BABA, MSFT, GPN, LTHM | 13F-HR | 11/13/2020 | 000117266120002113 |
| Q2 2020 | 8 | 349,490 | BABA, MSFT, LTHM, FND | 13F-HR | 8/14/2020 | 000117266120001698 |
| Q1 2020 | 10 | 385,890 | BABA, MSFT, FND, GPN | 13F-HR | 5/14/2020 | 000117266120001233 |
| Q4 2019 | 11 | 670,965 | FND, BABA, MSFT, GPN | 13F-HR | 2/13/2020 | 000117266120000462 |
| Q3 2019 | 11 | 566,234 | FND, MSFT, BABA, GPN | 13F-HR | 11/14/2019 | 000117266119002215 |
| Q2 2019 | 12 | 653,032 | FND, BABA, FTCHQ, MSFT | 13F-HR | 8/14/2019 | 000117266119001801 |
| Q1 2019 | 10 | 593,215 | FND, BABA, CGNX, FTCHQ | 13F-HR | 5/15/2019 | 000117266119001345 |
| Q4 2018 | 7 | 446,149 | FND, BABA, CGNX, HXL | 13F-HR | 2/12/2019 | 000117266119000392 |
| Q3 2018 | 6 | 413,647 | BABA, CGNX, FND, HXL | 13F-HR | 11/13/2018 | 000117266118002004 |
| Q2 2018 | 8 | 459,208 | BABA, CGNX, FND, HXL | 13F-HR | 8/13/2018 | 000117266118001514 |
| Q1 2018 | 7 | 402,423 | BABA, CGNX, FND, HXL | 13F-HR | 5/14/2018 | 000117266118001060 |
| Q4 2017 | 6 | 388,648 | BABA, CGNX, HXL, CSTE | 13F-HR | 2/13/2018 | 000117266118000403 |
| Q3 2017 | 6 | 458,361 | BABA, CGNX, CSTE, HXL | 13F-HR | 11/13/2017 | 000117266117001964 |
| Q2 2017 | 8 | 485,786 | BABA, CGNX, CSTE, HXL | 13F-HR | 8/14/2017 | 000117266117001563 |
| Q1 2017 | 6 | 522,962 | GRUB, BABA, CGNX, CSTE | 13F-HR | 5/15/2017 | 000117266117001194 |
| Q4 2016 | 8 | 498,015 | GRUB, BABA, CGNX, CSTE | 13F-HR | 2/14/2017 | 000117266117000623 |
| Q3 2016 | 11 | 508,199 | GRUB, BABA, CGNX, CSTE | 13F-HR | 11/14/2016 | 000117266116004241 |
| Q2 2016 | 10 | 367,294 | GRUB, BABA, CGNX, CSTE | 13F-HR | 8/15/2016 | 000117266116003800 |
| Q1 2016 | 11 | 398,135 | GRUB, BABA, CGNX, HXL | 13F-HR | 5/16/2016 | 000117266116003348 |
| Q4 2015 | 13 | 357,003 | GRUB, HXL, BABA, CGNX | 13F-HR | 2/12/2016 | 000117266116002594 |
| Q3 2015 | 11 | 349,247 | GRUB, TAL, HXL, MJN | 13F-HR | 11/16/2015 | 000117266115002082 |
| Q2 2015 | 13 | 429,110 | TAL, MJN, GRUB, KANG | 13F-HR | 8/14/2015 | 000117266115001644 |
| Q1 2015 | 9 | 437,603 | TAL, GOOG, BIDU, QUNR | 13F-HR | 5/15/2015 | 000117266115001211 |
| Q4 2014 | 11 | 521,374 | BIDU, GOOG, TAL, GOOGL | 13F-HR | 2/17/2015 | 000117266115000722 |
| Q3 2014 | 13 | 590,137 | BIDU, TAL, GOOG, GOOGL | 13F-HR | 11/14/2014 | 000117266114001848 |
| Q2 2014 | 12 | 654,992 | BIDU, TAL, GOOGL, VECO | 13F-HR | 8/14/2014 | 000117266114001413 |
| Q1 2014 | 11 | 625,882 | BIDU, GOOGL, VECO, TAL | 13F-HR | 5/15/2014 | 000117266114001046 |
| Q4 2013 | 18 | 1,461,805 | BIDU, GOOGL, MJN, YELP | 13F-HR | 2/12/2014 | 000117266114000335 |