| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2021 | 19 | 944,121 | META, CRM, AGRO, SE | 13F-HR | 2/14/2022 | 000144184322000002 |
| Q3 2021 | 18 | 1,134,634 | META, CRM, SE, AGRO | 13F-HR | 11/15/2021 | 000144184321000007 |
| Q2 2021 | 24 | 1,276,001 | META, AGRO, SE, CRM | 13F-HR | 8/16/2021 | 000144184321000006 |
| Q1 2021 | 23 | 1,080,075 | META, AGRO, SE, MA | 13F-HR | 5/17/2021 | 000144184321000005 |
| Q4 2020 | 29 | 1,324,796 | MA, SNAP, SE, CRM | 13F-HR | 2/12/2021 | 000144184321000004 |
| Q3 2020 | 25 | 1,076,066 | AMZN, MA, CRM, NKE | 13F-HR | 11/16/2020 | 000144184320000006 |
| Q2 2020 | 29 | 1,227,342 | AMZN, NFLX, MA, SNAP | 13F-HR | 8/14/2020 | 000144184320000005 |
| Q1 2020 | 25 | 965,395 | AMZN, NFLX, MA, NKE | 13F-HR | 5/15/2020 | 000144184320000004 |
| Q4 2019 | 29 | 1,231,897 | META, NFLX, MA, ZEN | 13F-HR | 2/14/2020 | 000144184320000003 |
| Q3 2019 | 28 | 1,254,027 | NFLX, META, SNAP, MA | 13F-HR | 11/14/2019 | 000144184319000008 |
| Q2 2019 | 35 | 1,532,444 | NFLX, AAPL puts, META, ZEN | 13F-HR | 8/14/2019 | 000144184319000007 |
| Q1 2019 | 31 | 1,331,862 | NFLX, ZEN, CRM, META | 13F-HR | 5/16/2019 | 000144184319000006 |
| Q4 2018 | 33 | 1,063,084 | NFLX, CRM, ZEN, AMZN | 13F-HR | 2/14/2019 | 000144184319000001 |
| Q3 2018 | 30 | 1,334,367 | NFLX, MA, AMZN, ZEN | 13F-HR | 11/14/2018 | 000144184318000006 |
| Q2 2018 | 32 | 1,390,831 | NFLX, AMZN, MA, META | 13F-HR | 8/14/2018 | 000144184318000005 |
| Q1 2018 | 21 | 1,116,430 | NFLX, MA, META, AMZN | 13F-HR | 5/15/2018 | 000144184318000004 |
| Q4 2017 | 24 | 1,115,599 | NFLX, META, MA, AGRO | 13F-HR | 2/15/2018 | 000144184318000003 |
| Q3 2017 | 30 | 1,199,893 | NFLX, META, MA, AGRO | 13F-HR | 11/14/2017 | 000144184317000008 |
| Q2 2017 | 32 | 1,129,630 | META, NFLX, ALX, MA | RESTATEMENT | 8/14/2017 | 000144184317000007 |
| Q1 2017 | 31 | 1,062,530 | NFLX, META, ALX, MA | 13F-HR | 5/15/2017 | 000144184317000005 |
| Q4 2016 | 30 | 961,428 | NFLX, META, ALX, AMZN | 13F-HR | 2/14/2017 | 000144184317000003 |
| Q3 2016 | 26 | 991,577 | META, NFLX, ALX, AMZN | 13F-HR | 11/14/2016 | 000144184316000016 |
| Q2 2016 | 31 | 958,458 | EQIX, NFLX, META, ALX | 13F-HR | 8/15/2016 | 000144184316000014 |
| Q1 2016 | 35 | 1,018,659 | META, NFLX, EQIX, GOOG | 13F-HR | 5/16/2016 | 000144184316000012 |
| Q4 2015 | 34 | 980,177 | META, NFLX, GOOG, GOOGL | 13F-HR | 2/16/2016 | 000144184316000010 |
| Q3 2015 | 35 | 972,093 | NFLX, META, GOOG, ALX | 13F-HR | 11/16/2015 | 000144184315000009 |
| Q2 2015 | 32 | 930,439 | NFLX, META, MA, GOOG | 13F-HR | 8/14/2015 | 000144184315000008 |
| Q1 2015 | 35 | 860,530 | META, NFLX, ALX, FLT | 13F-HR | 5/15/2015 | 000144184315000004 |
| Q4 2014 | 28 | 574,902 | META, FLT, ALX, MA | 13F-HR | 2/17/2015 | 000144184315000002 |
| Q3 2014 | 33 | 594,996 | META, FLT, NFLX, ALX | 13F-HR | 11/14/2014 | 000144184314000009 |
| Q2 2014 | 29 | 506,934 | META, NFLX, TRIP, DIS | 13F-HR | 8/14/2014 | 000144184314000007 |
| Q1 2014 | 31 | 553,717 | META, XLF, P, MA | 13F-HR | 5/15/2014 | 000144184314000005 |
| Q4 2013 | 31 | 426,496 | META, AMZN, NFLX, ALX | 13F-HR | 2/14/2014 | 000144184314000003 |