| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 96 | 276,741 | NVDA, TSLA, AMZN, TSM | 13F-HR | 2/11/2025 | 000116204425000134 |
| Q3 2024 | 90 | 235,730 | NVDA, META, TSLA, DASH | 13F-HR | 11/12/2024 | 000116204424001229 |
| Q2 2024 | 87 | 247,305 | NVDA, AMZN, AVGO, ANET | 13F-HR | 8/13/2024 | 000116204424000800 |
| Q1 2024 | 89 | 250,486 | NVDA, AMZN, META, DKNG | 13F-HR | 5/13/2024 | 000116204424000483 |
| Q4 2023 | 81 | 221,319 | NVDA, TSLA, NET, SQ | 13F-HR | 2/14/2024 | 000116204424000158 |
| Q3 2023 | 84 | 204,089 | NVDA, TSLA, TTD, MDB | 13F-HR | 11/13/2023 | 000116204423001158 |
| Q2 2023 | 88 | 242,664 | TSLA, NVDA, TTD, MDB | 13F-HR | 8/14/2023 | 000116204423000870 |
| Q1 2023 | 94 | 223,481 | TSLA, NET, NVDA, META | 13F-HR | 5/12/2023 | 000116204423000537 |
| Q4 2022 | 87 | 188,470 | MDB, TTD, SNOW, TSLA | 13F-HR | 2/13/2023 | 000116204423000183 |
| Q3 2022 | 90 | 248,852 | TSLA, SNOW, NET, TTD | 13F-HR | 11/14/2022 | 000116204422001271 |
| Q2 2022 | 87 | 260,073 | TSLA, SNOW, MDB, DDOG | 13F-HR | 8/11/2022 | 000116204422000922 |
| Q1 2022 | 92 | 489,688 | TSLA, MDB, SQ, NET | 13F-HR | 5/13/2022 | 000116204422000606 |
| Q4 2021 | 86 | 748,163 | TSLA, MRVL, ZS, ANET | 13F-HR | 2/14/2022 | 000116204422000174 |
| Q3 2021 | 90 | 744,604 | TSLA, SE, MDB, HUBS | 13F-HR | 11/12/2021 | 000116204421001395 |
| Q2 2021 | 96 | 854,303 | ROKU, SHOP, PYPL, SQ | 13F-HR | 8/13/2021 | 000116204421000970 |
| Q1 2021 | 90 | 875,696 | TSLA, AMAT, NVDA, DKNG | 13F-HR | 5/14/2021 | 000116204421000603 |
| Q4 2020 | 75 | 941,494 | AAPL, TSLA, SQ, CRWD | 13F-HR | 2/12/2021 | 000116204421000177 |
| Q3 2020 | 69 | 707,146 | MA, AMZN, SQ, NVDA | 13F-HR | 11/13/2020 | 000116204420001319 |
| Q2 2020 | 61 | 550,755 | AMZN, AAPL, MSFT, TSLA | 13F-HR | 8/13/2020 | 000116204420000707 |
| Q1 2020 | 49 | 336,979 | MSFT, AMZN, NVDA, AMD | 13F-HR | 5/13/2020 | 000116204420000298 |
| Q4 2019 | 48 | 313,591 | MSFT, RNG, AMAT, NVDA | 13F-HR | 2/12/2020 | 000116204420000080 |
| Q3 2019 | 44 | 300,931 | MA, AAPL, MSFT, BABA | 13F-HR | 11/13/2019 | 000116204419000680 |
| Q2 2019 | 43 | 292,921 | META, MA, TWLO, ADBE | 13F-HR | 8/13/2019 | 000116204419000507 |
| Q1 2019 | 37 | 232,344 | AMZN, MSFT, TWLO, ANET | 13F-HR | 5/13/2019 | 000116204419000309 |
| Q4 2018 | 27 | 149,960 | AMZN, TWLO, MSFT, PANW | 13F-HR | 2/8/2019 | 000116204419000068 |
| Q3 2018 | 33 | 202,988 | AMZN, CRM, SQ, MSFT | 13F-HR | 11/14/2018 | 000116204418000635 |
| Q2 2018 | 30 | 154,718 | AMZN, META, CRM, MSFT | 13F-HR | 8/10/2018 | 000116204418000487 |
| Q1 2018 | 25 | 111,832 | AMZN, MSFT, BABA, NOW | 13F-HR | 5/10/2018 | 000116204418000312 |