|
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, FTCH, MSFT
|
13F-HR
|
8/14/2019 |
000117266119001801 |
|
Q1 2019
|
10 |
593,215 |
FND, BABA, CGNX, FTCH
|
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, 0A2X.IL, HXL, MJN
|
13F-HR
|
11/16/2015 |
000117266115002082 |
|
Q2 2015
|
13 |
429,110 |
0A2X.IL, MJN, GRUB, KANG
|
13F-HR
|
8/14/2015 |
000117266115001644 |
|
Q1 2015
|
9 |
437,603 |
0A2X.IL, GOOG, BIDU, QUNR
|
13F-HR
|
5/15/2015 |
000117266115001211 |
|
Q4 2014
|
11 |
521,374 |
BIDU, GOOG, 0A2X.IL, GOOGL
|
13F-HR
|
2/17/2015 |
000117266115000722 |
|
Q3 2014
|
13 |
590,137 |
BIDU, 0A2X.IL, GOOG, GOOGL
|
13F-HR
|
11/14/2014 |
000117266114001848 |
|
Q2 2014
|
12 |
654,992 |
BIDU, 0A2X.IL, GOOGL, VECO
|
13F-HR
|
8/14/2014 |
000117266114001413 |
|
Q1 2014
|
11 |
625,882 |
BIDU, GOOGL, VECO, 0A2X.IL
|
13F-HR
|
5/15/2014 |
000117266114001046 |
|
Q4 2013
|
18 |
1,461,805 |
BIDU, GOOGL, MJN, YELP
|
13F-HR
|
2/12/2014 |
000117266114000335 |