| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 46 | 23,981,506 | TSM, AMZN, NVDA, GOOGL | 13F-HR | 8/14/2026 | 000091957426005427 |
| Q1 2026 | 54 | 22,845,413 | GOOGL, NVDA, AMZN, TSM | 13F-HR | 5/15/2026 | 000091957426003362 |
| Q4 2025 | 54 | 29,714,313 | GOOGL, MSFT, AMZN, NVDA | 13F-HR | 2/17/2026 | 000091957426001143 |
| Q3 2025 | 56 | 32,359,754 | MSFT, SE, GOOGL, AMZN | 13F-HR | 11/14/2025 | 000091957425006931 |
| Q2 2025 | 50 | 34,081,542 | META, MSFT, SE, AMZN | 13F-HR | 8/14/2025 | 000091957425004870 |
| Q1 2025 | 45 | 26,593,869 | META, MSFT, SE, GOOGL | 13F-HR | 5/15/2025 | 000091957425003217 |
| Q4 2024 | 49 | 26,460,223 | META, MSFT, APO, GOOGL | 13F-HR | 2/14/2025 | 000091957425001475 |
| Q3 2024 | 45 | 23,439,074 | META, MSFT, GOOGL, APO | 13F-HR | 11/14/2024 | 000091957424006690 |
| Q2 2024 | 44 | 21,626,366 | META, MSFT, GOOGL, APO | 13F-HR | 8/14/2024 | 000091957424004713 |
| Q1 2024 | 41 | 18,296,276 | META, MSFT, GOOGL, APO | 13F-HR | 5/15/2024 | 000091957424003172 |
| Q4 2023 | 39 | 14,053,201 | META, MSFT, APO, TTWO | 13F-HR | 2/14/2024 | 000091957424001349 |
| Q3 2023 | 48 | 13,562,697 | META, MSFT, APO, TTWO | 13F-HR | 11/14/2023 | 000091957423006372 |
| Q2 2023 | 41 | 11,966,906 | META, MSFT, APO, JD | 13F-HR | 8/14/2023 | 000091957423004771 |
| Q1 2023 | 56 | 10,994,543 | MSFT, META, JD, AMZN | 13F-HR | 5/15/2023 | 000091957423003305 |
| Q4 2022 | 55 | 8,163,347 | MSFT, JD, META, AMZN | 13F-HR | 2/14/2023 | 000091957423001481 |
| Q3 2022 | 64 | 10,893,232 | JD, MSFT, NOW, META | 13F-HR | 11/14/2022 | 000091957422006727 |
| Q2 2022 | 73 | 11,927,482 | JD, MSFT, CRWD, NU | 13F-HR | 8/15/2022 | 000091957422005053 |
| Q1 2022 | 88 | 26,641,819 | JD, MSFT, CRWD, NU | 13F-HR | 5/16/2022 | 000091957422003470 |
| Q4 2021 | 169 | 45,937,539 | JD, MSFT, SE, NU | 13F-HR | 2/14/2022 | 000091957422001371 |
| Q3 2021 | 161 | 52,056,326 | MSFT, JD, SE, DASH | 13F-HR | 11/15/2021 | 000091957421007099 |
| Q2 2021 | 141 | 53,762,296 | JD, MSFT, SE, RBLX | 13F-HR | 8/16/2021 | 000091957421005372 |
| Q1 2021 | 120 | 43,468,430 | JD, MSFT, RBLX, SE | 13F-HR | 5/17/2021 | 000091957421003697 |
| Q4 2020 | 97 | 39,029,530 | JD, MSFT, PDD, AMZN | 13F-HR | 2/16/2021 | 000091957421001376 |
| Q3 2020 | 90 | 35,532,151 | JD, MSFT, RUN, META | 13F-HR | 11/16/2020 | 000091957420007148 |
| Q2 2020 | 73 | 25,788,555 | JD, MSFT, META, APO | 13F-HR | 8/14/2020 | 000091957420005337 |
| Q1 2020 | 74 | 16,608,683 | JD, MSFT, META, APO | 13F-HR | 5/15/2020 | 000091957420003646 |
| Q4 2019 | 73 | 18,121,848 | JD, APO, MSFT, META | 13F-HR | 2/14/2020 | 000091957420001541 |
| Q3 2019 | 84 | 18,882,740 | MSFT, META, JD, APO | 13F-HR | 11/14/2019 | 000091957419007198 |
| Q2 2019 | 74 | 18,469,429 | MSFT, META, JD, AMZN | 13F-HR | 8/14/2019 | 000091957419005381 |
| Q1 2019 | 69 | 18,113,686 | JD, MSFT, META, FCAU | 13F-HR | 5/15/2019 | 000091957419003690 |
| Q4 2018 | 66 | 15,016,545 | SPOT, MSFT, JD, FCAU | 13F-HR | 2/14/2019 | 000091957419001612 |
| Q3 2018 | 67 | 21,092,713 | AMZN, SPOT, MSFT, JD | 13F-HR | 11/14/2018 | 000091957418007445 |
| Q2 2018 | 61 | 19,216,699 | SPOT, AMZN, JD, BKNG | 13F-HR | 8/14/2018 | 000091957418005626 |
| Q1 2018 | 54 | 15,042,066 | AMZN, JD, BKNG, MSFT | 13F-HR | 5/15/2018 | 000091957418003754 |
| Q4 2017 | 53 | 12,662,676 | JD, PCLN, AMZN, APO | 13F-HR | 2/14/2018 | 000091957418001706 |
| Q3 2017 | 47 | 14,741,259 | PCLN, JD, AMZN, APO | 13F-HR | 11/14/2017 | 000091957417008069 |
| Q2 2017 | 43 | 11,561,707 | PCLN, JD, AMZN, TDG | 13F-HR | 8/14/2017 | 000091957417006218 |
| Q1 2017 | 41 | 9,957,929 | PCLN, JD, AMZN, APO | 13F-HR | 5/15/2017 | 000091957417004286 |
| Q4 2016 | 37 | 8,030,581 | PCLN, JD, AMZN, CHTR | 13F-HR | 2/14/2017 | 000091957417001974 |
| Q3 2016 | 27 | 6,940,791 | PCLN, AMZN, CHTR, JD | 13F-HR | 11/14/2016 | 000091957416016596 |
| Q2 2016 | 20 | 5,062,003 | AMZN, CHTR, PCLN, JD | 13F-HR | 8/15/2016 | 000091957416014985 |
| Q1 2016 | 26 | 6,933,873 | NFLX, JD, PCLN, AMZN | 13F-HR | 5/16/2016 | 000091957416013223 |
| Q4 2015 | 41 | 12,440,062 | AMZN, NFLX, JD, AAPL | 13F-HR | 2/16/2016 | 000091957416011040 |
| Q3 2015 | 34 | 8,121,155 | NFLX, AMZN, JD, FLT | 13F-HR | 11/16/2015 | 000091957415008225 |
| Q2 2015 | 40 | 9,780,102 | JD, NFLX, PCLN, MA | 13F-HR | 8/14/2015 | 000091957415006282 |
| Q1 2015 | 54 | 9,122,618 | JD, MA, FOXA, TDG | 13F-HR | 5/15/2015 | 000091957415004426 |
| Q4 2014 | 61 | 8,473,203 | FOXA, MA, BABA, TDG | 13F-HR | 2/17/2015 | 000091957415002170 |
| Q3 2014 | 48 | 7,541,619 | XHB puts, FOXA, MA, BITA | 13F-HR | 11/14/2014 | 000091957414006596 |
| Q2 2014 | 58 | 7,890,617 | XHB puts, FOXA, VIPS, DG | 13F-HR | 8/14/2014 | 000091957414004747 |
| Q1 2014 | 55 | 7,364,766 | PCLN, FOXA, CRI, TDG | 13F-HR | 5/15/2014 | 000091957414003349 |
| Q4 2013 | 61 | 8,036,274 | PCLN, FOXA, DG, TDG | 13F-HR | 2/14/2014 | 000091957414001717 |
Investors who own more than 5% of a class must file a Schedule 13D or 13G.
4 securities where the latest filing since 12/18/2024 is a 13G, the newest filed 5/22/2026. View all