| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 35 | 12,456,319 | SNDK, AMD, GOOGL, TTMI | 13F-HR | 8/14/2026 | 000117266126003733 |
| Q1 2026 | 35 | 7,742,272 | GOOGL, SNDK, CLS, AMZN | 13F-HR | 5/15/2026 | 000117266126002159 |
| Q4 2025 | 32 | 7,820,249 | GOOGL, CLS, APP, CVNA | 13F-HR | 2/17/2026 | 000117266126001153 |
| Q3 2025 | 36 | 8,491,944 | CLS, APP, NVDA, META | 13F-HR | 11/14/2025 | 000117266125005025 |
| Q2 2025 | 42 | 7,208,635 | CLS, NVDA, META, AVGO | 13F-HR | 8/14/2025 | 000117266125003481 |
| Q1 2025 | 32 | 5,763,387 | CLS, APP, AMZN, META | 13F-HR | 5/15/2025 | 000117266125002342 |
| Q4 2024 | 38 | 8,439,648 | AMZN, AVGO, APP, CLS | 13F-HR | 2/14/2025 | 000117266125001117 |
| Q3 2024 | 36 | 7,130,008 | AMZN, CLS, META, NVDA | 13F-HR | 11/14/2024 | 000117266124005177 |
| Q2 2024 | 39 | 7,054,853 | NVDA, GOOGL, MSFT, AMZN | 13F-HR | 8/14/2024 | 000117266124003527 |
| Q1 2024 | 33 | 6,729,052 | NVDA, AMZN, META, MSFT | 13F-HR | 5/15/2024 | 000138732224000004 |
| 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, XYZ | 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, DAY | 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, XYZ | 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, XYZ | 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, ZEN, SYMC | 13F-HR | 8/15/2016 | 000138732216000017 |
| Q1 2016 | 35 | 1,075,343 | AMZN, ZEN, ELLI, META | 13F-HR | 5/16/2016 | 000138732216000015 |
| Q4 2015 | 33 | 1,200,855 | AMZN, NTES, ZEN, 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, ZEN | 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, PCLN, AAPL, TRIP | 13F-HR | 8/14/2014 | 000138732214000004 |
| Q1 2014 | 25 | 595,496 | QIHU, YHOO, GOOGL, AMZN | 13F-HR | 5/15/2014 | 000138732214000003 |
| Q4 2013 | 25 | 633,542 | YHOO, QIHU, AMZN, GOOGL | 13F-HR | 2/14/2014 | 000138732214000002 |
Investors who own more than 5% of a class must file a Schedule 13D or 13G.
1 security where the latest filing since 12/18/2024 is a 13G, filed 8/14/2025. View all