|
Q4 2023
|
38 |
5,594,138 |
META, MSFT, AMZN, ESTC
|
13F-HR
|
2/14/2024 |
000138732224000002 |
|
Q3 2023
|
40 |
4,952,389 |
MSFT, META, NVDA, SPLK
|
13F-HR
|
11/14/2023 |
000138732223000007 |
|
Q2 2023
|
41 |
5,801,154 |
META, MSFT, NVDA, NFLX
|
13F-HR
|
8/14/2023 |
000138732223000006 |
|
Q1 2023
|
41 |
4,541,108 |
META, NVDA, NFLX, MSFT
|
13F-HR
|
5/15/2023 |
000138732223000004 |
|
Q4 2022
|
39 |
2,975,015 |
NFLX, WDAY, SPLK, ORCL
|
13F-HR
|
2/14/2023 |
000138732223000003 |
|
Q3 2022
|
40 |
3,557,818 |
AMZN, MSFT, NFLX, MPWR
|
13F-HR
|
11/14/2022 |
000138732222000011 |
|
Q2 2022
|
34 |
3,367,180 |
MSFT, MPWR, INTU, SPLK
|
13F-HR
|
8/15/2022 |
000138732222000008 |
|
Q1 2022
|
49 |
8,067,651 |
AMZN, GOOGL, CRWD, MSFT
|
13F-HR
|
5/16/2022 |
000138732222000007 |
|
Q4 2021
|
49 |
11,832,240 |
TSLA, GOOGL, BILL, SHOP
|
13F-HR
|
2/14/2022 |
000138732222000005 |
|
Q3 2021
|
69 |
15,234,137 |
BILL, GOOGL, TSLA, AMZN
|
13F-HR
|
11/15/2021 |
000138732221000017 |
|
Q2 2021
|
62 |
15,319,403 |
AMZN, SHOP, CRWD, BILL
|
RESTATEMENT
|
9/24/2021 |
000138732221000015 |
|
Q1 2021
|
49 |
12,161,110 |
AMZN, GOOGL, TSLA, BILL
|
13F-HR
|
5/17/2021 |
000138732221000011 |
|
Q4 2020
|
52 |
15,027,159 |
TSLA, CRWD, PTON, SQ
|
13F-HR
|
2/16/2021 |
000138732221000008 |
|
Q3 2020
|
48 |
15,109,083 |
AMZN, SHOP, TSLA, ZM
|
13F-HR
|
11/16/2020 |
000138732220000015 |
|
Q2 2020
|
43 |
12,538,638 |
AMZN, SHOP, TSLA, FSLY
|
13F-HR
|
8/14/2020 |
000138732220000012 |
|
Q1 2020
|
49 |
7,337,220 |
AMZN, MSFT, TSLA, SHOP
|
13F-HR
|
5/15/2020 |
000138732220000009 |
|
Q4 2019
|
40 |
5,890,817 |
COUP, MSFT, AMZN, SHOP
|
13F-HR
|
2/14/2020 |
000138732220000002 |
|
Q3 2019
|
39 |
5,414,864 |
COUP, AMZN, SHOP, META
|
13F-HR
|
11/14/2019 |
000138732219000015 |
|
Q2 2019
|
44 |
5,841,320 |
COUP, AMZN, META, SMAR
|
13F-HR
|
8/14/2019 |
000138732219000012 |
|
Q1 2019
|
42 |
5,548,073 |
MDB, AMZN, COUP, CDAY
|
13F-HR
|
5/15/2019 |
000138732219000011 |
|
Q4 2018
|
29 |
3,140,795 |
AMZN, TWLO, MDB, NFLX
|
13F-HR
|
2/14/2019 |
000138732219000004 |
|
Q3 2018
|
35 |
4,485,725 |
AMZN, MDB, NFLX, SQ
|
13F-HR
|
11/14/2018 |
000138732218000016 |
|
Q2 2018
|
33 |
3,497,242 |
AMZN, NFLX, META, SHOP
|
13F-HR
|
8/14/2018 |
000138732218000015 |
|
Q1 2018
|
30 |
2,943,291 |
AMZN, NFLX, SHOP, SQ
|
13F-HR
|
5/15/2018 |
000138732218000011 |
|
Q4 2017
|
29 |
2,158,858 |
AMZN, SHOP, BABA, META
|
13F-HR
|
2/14/2018 |
000138732218000002 |
|
Q3 2017
|
33 |
1,923,382 |
AMZN, SHOP, BABA, META
|
RESTATEMENT
|
11/15/2017 |
000138732217000020 |
|
Q2 2017
|
28 |
1,429,573 |
AMZN, BABA, ELLI, SHOP
|
RESTATEMENT
|
8/15/2017 |
000138732217000016 |
|
Q1 2017
|
30 |
1,838,932 |
ISHARES TR puts, AMZN, ELLI, NTES
|
13F-HR
|
5/15/2017 |
000138732217000009 |
|
Q4 2016
|
30 |
1,238,685 |
AMZN, ELLI, GOOGL, META
|
13F-HR
|
2/14/2017 |
000138732217000006 |
|
Q3 2016
|
32 |
1,549,991 |
ISHARES TR puts, AMZN, ELLI, GOOGL
|
13F-HR
|
11/14/2016 |
000138732216000018 |
|
Q2 2016
|
31 |
1,203,396 |
AMZN, ELLI, ZENDESK INC, NLOK
|
13F-HR
|
8/15/2016 |
000138732216000017 |
|
Q1 2016
|
35 |
1,075,343 |
AMZN, ZENDESK INC, ELLI, META
|
13F-HR
|
5/16/2016 |
000138732216000015 |
|
Q4 2015
|
33 |
1,200,855 |
AMZN, NTES, ZENDESK INC, ELLI
|
13F-HR
|
2/17/2016 |
000138732216000014 |
|
Q3 2015
|
36 |
1,007,353 |
NTES, ELLI, AMZN, ADI
|
13F-HR
|
11/16/2015 |
000138732215000007 |
|
Q2 2015
|
34 |
1,096,863 |
NTES, ELLI, ADI, META
|
13F-HR
|
8/14/2015 |
000138732215000006 |
|
Q1 2015
|
30 |
976,188 |
AAPL, META, QRVO, ELLI
|
13F-HR
|
5/18/2015 |
000138732215000004 |
|
Q4 2014
|
27 |
875,322 |
RFMD, IMPV, INFN, ZENDESK INC
|
13F-HR
|
2/18/2015 |
000159689815000006 |
|
Q3 2014
|
26 |
771,298 |
MSFT, RFMD, LRCX, TXTR
|
13F-HR
|
11/14/2014 |
000132130014000011 |
|
Q2 2014
|
29 |
775,211 |
QIHU, BKNG, AAPL, TRIP
|
13F-HR
|
8/14/2014 |
000138732214000004 |
|
Q1 2014
|
25 |
595,496 |
QIHU, AABA, GOOGL, AMZN
|
13F-HR
|
5/15/2014 |
000138732214000003 |
|
Q4 2013
|
25 |
633,542 |
AABA, QIHU, AMZN, GOOGL
|
13F-HR
|
2/14/2014 |
000138732214000002 |