| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 103 | 4,766,561 | NVDA, TSLA, MELI, META | 13F-HR | 11/12/2024 | 000127691824000011 |
| Q2 2024 | 102 | 4,670,955 | NVDA, AMZN, TSLA, MELI | 13F-HR | 8/13/2024 | 000127691824000006 |
| Q1 2024 | 104 | 4,710,127 | NVDA, AMZN, META, MELI | 13F-HR | 5/7/2024 | 000127691824000004 |
| Q4 2023 | 98 | 4,343,554 | NVDA, TSLA, AMZN, MELI | 13F-HR | 2/8/2024 | 000127691824000002 |
| Q3 2023 | 101 | 3,912,952 | TSLA, NVDA, AMZN, TTD | 13F-HR | 11/1/2023 | 000127691823000009 |
| Q2 2023 | 101 | 4,204,317 | TSLA, NVDA, AMZN, TTD | 13F-HR | 8/9/2023 | 000127691823000007 |
| Q1 2023 | 99 | 3,727,777 | TSLA, NVDA, AMZN, MELI | 13F-HR | 5/11/2023 | 000127691823000004 |
| Q4 2022 | 97 | 2,975,737 | AMZN, MELI, TTD, TSLA | 13F-HR | 2/13/2023 | 000127691823000002 |
| Q3 2022 | 101 | 3,533,681 | TSLA, AMZN, TTD, MELI | 13F-HR | 11/14/2022 | 000127691822000009 |
| Q2 2022 | 85 | 2,187,555 | TSLA, AMZN, TTD, NVDA | 13F-HR | 8/11/2022 | 000127691822000007 |
| Q1 2022 | 85 | 3,718,975 | TSLA, NVDA, TTD, AMZN | 13F-HR | 5/12/2022 | 000127691822000005 |
| Q4 2021 | 90 | 4,796,953 | TSLA, NVDA, TTD, SHOP | 13F-HR | 2/11/2022 | 000127691822000003 |
| Q3 2021 | 94 | 5,269,297 | TSLA, SHOP, MELI, TTD | 13F-HR | 11/12/2021 | 000127691821000010 |
| Q2 2021 | 95 | 5,634,155 | TSLA, SHOP, TTD, NVDA | 13F-HR | 8/11/2021 | 000127691821000008 |
| Q1 2021 | 96 | 5,266,763 | TSLA, SHOP, MELI, TTD | 13F-HR | 5/12/2021 | 000127691821000006 |
| Q4 2020 | 82 | 5,713,900 | TSLA, MELI, SHOP, TTD | 13F-HR | 2/10/2021 | 000127691821000003 |
| Q3 2020 | 82 | 4,982,451 | TSLA, SHOP, AMZN, NVDA | 13F-HR | 11/12/2020 | 000127691820000011 |
| Q2 2020 | 83 | 4,193,944 | SHOP, TSLA, AMZN, TTD | 13F-HR | 8/12/2020 | 000127691820000009 |
| Q1 2020 | 79 | 2,654,471 | TDOC, AMZN, NFLX, SHOP | 13F-HR | 5/12/2020 | 000127691820000007 |
| Q4 2019 | 82 | 2,695,204 | TSLA, SHOP, AMZN, EXAS | 13F-HR | 2/7/2020 | 000127691820000002 |
| Q3 2019 | 80 | 2,614,006 | AMZN, SHOP, EXAS, TDOC | 13F-HR | 11/8/2019 | 000127691819000007 |
| Q2 2019 | 80 | 3,054,092 | EXAS, AMZN, SHOP, NFLX | 13F-HR | 8/13/2019 | 000127691819000005 |
| Q1 2019 | 78 | 2,817,721 | AMZN, NFLX, EXAS, SHOP | 13F-HR | 5/14/2019 | 000127691819000002 |
| Q4 2018 | 79 | 2,294,763 | AMZN, NFLX, EXAS, TSLA | 13F-HR | 2/14/2019 | 000127691819000001 |
| Q3 2018 | 83 | 3,151,099 | AMZN, NFLX, EXAS, SHOP | 13F-HR | 11/13/2018 | 000127691818000006 |
| Q2 2018 | 86 | 3,006,025 | AMZN, NFLX, TSLA, SHOP | 13F-HR | 8/14/2018 | 000127691818000005 |
| Q1 2018 | 82 | 2,602,764 | AMZN, NFLX, XPO, MELI | 13F-HR | 5/15/2018 | 000127691818000003 |
| Q4 2017 | 82 | 2,399,242 | AMZN, NFLX, XPO, META | 13F-HR | 2/14/2018 | 000127691818000001 |
| Q3 2017 | 79 | 2,303,356 | NFLX, AMZN, META, XPO | 13F-HR | 11/9/2017 | 000127691817000005 |
| Q2 2017 | 79 | 2,299,866 | AMZN, TSLA, NFLX, XPO | 13F-HR | 8/11/2017 | 000127691817000004 |
| Q1 2017 | 80 | 2,172,155 | AMZN, NFLX, TSLA, META | 13F-HR | 5/12/2017 | 000127691817000003 |
| Q4 2016 | 79 | 2,124,559 | AMZN, NFLX, XPO, TSLA | 13F-HR | 2/10/2017 | 000127691817000002 |
| Q3 2016 | 80 | 2,432,508 | AMZN, XPO, META, NFLX | 13F-HR | 11/10/2016 | 000127691816000010 |
| Q2 2016 | 73 | 2,135,053 | AMZN, META, TSLA, NFLX | 13F-HR | 8/11/2016 | 000127691816000009 |
| Q1 2016 | 72 | 2,208,437 | AMZN, TSLA, NFLX, META | 13F-HR | 5/11/2016 | 000127691816000008 |
| Q4 2015 | 72 | 2,459,802 | AMZN, NFLX, TSLA, META | 13F-HR | 2/12/2016 | 000127691816000007 |
| Q3 2015 | 71 | 2,333,176 | AMZN, TSLA, NFLX, META | 13F-HR | 11/12/2015 | 000127691815000006 |
| Q2 2015 | 72 | 2,570,929 | TSLA, NFLX, AMZN, XPO | 13F-HR | 8/17/2015 | 000127691815000005 |
| Q1 2015 | 72 | 2,391,549 | TSLA, AMZN, NFLX, XPO | 13F-HR | 5/14/2015 | 000127691815000004 |
| Q4 2014 | 81 | 2,309,145 | TSLA, LNKD, AMZN, META | RESTATEMENT | 5/14/2015 | 000127691815000003 |
| Q3 2014 | 71 | 2,341,995 | TSLA, NFLX, LNKD, AMZN | 13F-HR | 11/13/2014 | 000127691814000008 |
| Q2 2014 | 72 | 2,844,281 | TSLA, NFLX, AMZN, Zillow, Inc. | 13F-HR | 8/13/2014 | 000127691814000007 |
| Q1 2014 | 73 | 2,792,689 | TSLA, AMZN, NFLX, META | 13F-HR | 5/12/2014 | 000127691814000006 |
| Q4 2013 | 66 | 2,900,605 | TSLA, AMZN, NFLX, META | 13F-HR | 2/13/2014 | 000127691814000003 |