| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 66 | 48,629,053 | TSM, LRCX, MU, SPCX | 13F-HR | 8/14/2026 | 000091957426005478 |
| Q1 2026 | 62 | 29,056,031 | TSM, GEV, LRCX, AMAT | 13F-HR | 5/15/2026 | 000091957426003501 |
| Q4 2025 | 52 | 39,962,643 | TSM, MSFT, META, AMZN | RESTATEMENT | 5/15/2026 | 000091957426003414 |
| Q3 2025 | 74 | 40,788,469 | META, MSFT, TSM, GEV | 13F-HR | 11/14/2025 | 000091957425006976 |
| Q2 2025 | 70 | 35,899,628 | CRWV, META, AMZN, GEV | 13F-HR | 8/14/2025 | 000091957425004823 |
| Q1 2025 | 70 | 22,683,837 | META, AMZN, TSM, CEG | 13F-HR | 5/15/2025 | 000091957425003179 |
| Q4 2024 | 68 | 29,679,535 | AMZN, META, TSM, MSFT | 13F-HR | 2/14/2025 | 000091957425001429 |
| Q3 2024 | 81 | 26,916,931 | META, AMZN, CEG, MSFT | 13F-HR | 11/14/2024 | 000091957424006691 |
| Q2 2024 | 74 | 25,688,066 | META, AMZN, TSM, NVDA | 13F-HR | 8/13/2024 | 000091957424004594 |
| Q1 2024 | 91 | 25,495,400 | META, AMZN, MSFT, CRM | 13F-HR | 5/14/2024 | 000091957424002996 |
| Q4 2023 | 100 | 23,844,679 | NVDA, META, AMD, AMZN | 13F-HR | 2/13/2024 | 000091957424001118 |
| Q3 2023 | 86 | 19,710,129 | NVDA, META, AMZN, AMD | 13F-HR | 11/13/2023 | 000091957423006173 |
| Q2 2023 | 91 | 20,413,638 | NVDA, MSFT, META, AMZN | 13F-HR | 8/14/2023 | 000091957423004562 |
| Q1 2023 | 74 | 15,041,674 | META, NVDA, TSLA, MRNA | 13F-HR | 5/15/2023 | 000091957423003144 |
| Q4 2022 | 72 | 8,915,153 | MRNA, NVDA, TSLA, META | 13F-HR | 2/13/2023 | 000091957423001190 |
| Q3 2022 | 84 | 8,612,696 | TSLA, MRNA, RIVN, UBER | 13F-HR | 11/14/2022 | 000091957422006523 |
| Q2 2022 | 81 | 8,263,394 | TSLA, MRNA, RIVN, AMZN | 13F-HR | 8/15/2022 | 000091957422004966 |
| Q1 2022 | 58 | 13,671,043 | TSLA, RIVN, MRNA, XYZ | 13F-HR | 5/16/2022 | 000091957422003335 |
| Q4 2021 | 81 | 22,551,367 | RIVN, TSLA, MRNA, DIS | 13F-HR | 2/14/2022 | 000091957422001079 |
| Q3 2021 | 77 | 24,582,582 | MRNA, DASH, SNOW, DIS | 13F-HR | 11/12/2021 | 000091957421006831 |
| Q2 2021 | 1 | 301,191 | DIDIY | NEW HOLDINGS | 11/12/2021 | 000091957421006825 |
| Q2 2021 | 76 | 25,519,863 | DASH, AMZN, MRNA, TSLA | 13F-HR | 8/13/2021 | 000091957421005102 |
| Q1 2021 | 66 | 18,240,301 | DASH, SNOW, DIS, TSLA | 13F-HR | 5/14/2021 | 000091957421003475 |
| Q4 2020 | 76 | 26,732,667 | DIS, PYPL, TSLA, XYZ | 13F-HR | 2/16/2021 | 000091957421001332 |
| Q3 2020 | 73 | 19,053,389 | PYPL, TSLA, DIS, ZM | 13F-HR | 11/16/2020 | 000091957420007152 |
| Q2 2020 | 88 | 11,365,076 | PYPL, DIS, ZM, NFLX | 13F-HR | 8/14/2020 | 000091957420005282 |
| Q1 2020 | 150 | 7,893,682 | NFLX, LBRDK, AMZN, BABA | 13F-HR | 5/15/2020 | 000091957420003572 |
| Q4 2019 | 383 | 12,569,562 | LBRDK, BABA, NOW, META | 13F-HR | 2/14/2020 | 000091957420001247 |
| Q3 2019 | 215 | 11,668,028 | LBRDK, NOW, BABA, GPN | 13F-HR | 11/14/2019 | 000091957419007197 |
| Q2 2019 | 164 | 11,822,686 | LBRDK, NOW, META, MSFT | 13F-HR | 8/14/2019 | 000091957419005229 |
| Q1 2019 | 116 | 9,033,306 | LBRDK, NOW, AMZN, META | 13F-HR | 5/15/2019 | 000091957419003663 |
| Q4 2018 | 110 | 8,427,099 | BABA, AMZN, MSFT, META | 13F-HR | 2/14/2019 | 000091957419001505 |
| Q3 2018 | 110 | 9,543,886 | LBRDK, ATVI, MSFT, META | 13F-HR | 11/14/2018 | 000091957418007206 |
| Q2 2018 | 107 | 11,897,178 | META, TWTR, EA, ATVI | 13F-HR | 8/14/2018 | 000091957418005630 |
| Q1 2018 | 125 | 12,108,056 | TWTR, META, SHOP, EA | 13F-HR | 5/14/2018 | 000091957418003480 |
| Q4 2017 | 43 | 12,779,385 | AVGO, META, NVDA, BABA | 13F-HR | 2/13/2018 | 000091957418001119 |
| Q3 2017 | 45 | 12,243,048 | META, AAPL, BABA, LBRDK | 13F-HR | 11/13/2017 | 000091957417007746 |
| Q2 2017 | 45 | 11,094,240 | META, LBRDK, BABA, ATVI | 13F-HR | 8/11/2017 | 000091957417005904 |
| Q1 2017 | 44 | 10,378,358 | META, LBRDK, AVGO, ATVI | 13F-HR | 5/15/2017 | 000091957417004217 |
| Q4 2016 | 56 | 8,440,907 | META, LBRDK, NVDA, GOOG | 13F-HR | 2/13/2017 | 000091957417001396 |
| Q3 2016 | 50 | 8,153,922 | META, AAPL, LBRDK, ATVI | 13F-HR | 11/14/2016 | 000091957416016245 |
| Q2 2016 | 56 | 7,016,333 | ATVI, LBRDK, META, NFLX | 13F-HR | 8/12/2016 | 000091957416014549 |
| Q1 2016 | 56 | 8,013,291 | META, MSFT, NFLX, JD | 13F-HR | 5/16/2016 | 000091957416013166 |
| Q4 2015 | 56 | 10,100,231 | GOOG, MSFT, NFLX, AAPL | 13F-HR | 2/16/2016 | 000091957416011069 |
| Q3 2015 | 56 | 8,909,602 | AAPL, META, NFLX, AVGO | 13F-HR | 11/13/2015 | 000091957415007837 |
| Q2 2015 | 63 | 10,033,434 | AAPL, META, AVGO, JD | 13F-HR | 8/14/2015 | 000091957415006059 |
| Q1 2015 | 49 | 10,526,779 | AAPL, AVGO, NFLX, CHTR | NEW HOLDINGS | 6/9/2015 | 000091957415004810 |
| Q1 2015 | 49 | 10,497,700 | AAPL, AVGO, NFLX, CHTR | 13F-HR | 5/15/2015 | 000091957415004302 |
| Q4 2014 | 53 | 10,554,300 | AAPL, AVGO, LNKD, BIDU | 13F-HR | 2/17/2015 | 000091957415001487 |
| Q3 2014 | 49 | 9,774,292 | AAPL, NFLX, BIDU, LNKD | 13F-HR | 11/14/2014 | 000091957414006348 |
| Q2 2014 | 44 | 8,030,920 | AAPL, NFLX, MU, AVGO | 13F-HR | 8/14/2014 | 000091957414004572 |
| Q1 2014 | 39 | 5,655,103 | NFLX, BIDU, CBS, META | 13F-HR | 5/15/2014 | 000091957414003151 |
| Q4 2013 | 48 | 10,221,402 | CBS, AAPL, TWX, AMZN | 13F-HR | 2/14/2014 | 000091957414001040 |
Investors who own more than 5% of a class must file a Schedule 13D or 13G.
5 securities where the latest filing since 12/18/2024 is a 13G, the newest filed 8/14/2026. View all