| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 29 | 12,098,624 | FFIV, APP, LYV, FOXA | 13F-HR | 8/14/2026 | 000117266126003815 |
| Q1 2026 | 23 | 6,764,675 | FFIV, APP, CIEN, LYV | 13F-HR | 5/15/2026 | 000117266126002281 |
| Q4 2025 | 25 | 8,777,145 | APP, NVDA, FFIV, LYV | 13F-HR | 2/17/2026 | 000117266126001142 |
| Q3 2025 | 30 | 9,608,073 | APP, WBD, GOOGL, NBIS | 13F-HR | 11/14/2025 | 000117266125005043 |
| Q2 2025 | 30 | 7,506,000 | APP, NFLX, ORCL, LYV | 13F-HR | 8/14/2025 | 000117266125003480 |
| Q1 2025 | 23 | 5,496,550 | APP, NFLX, UBER, LYV | 13F-HR | 5/15/2025 | 000117266125002335 |
| Q4 2024 | 29 | 7,002,292 | APP, NFLX, DOCU, LYV | 13F-HR | 2/14/2025 | 000117266125001193 |
| Q3 2024 | 24 | 4,146,373 | NFLX, APP, NVDA, META | 13F-HR | 11/14/2024 | 000117266124005214 |
| Q2 2024 | 22 | 3,324,055 | NVDA, APP, NFLX, META | 13F-HR | 8/14/2024 | 000117266124003524 |
| Q1 2024 | 28 | 3,748,156 | NFLX, APP, NTNX, NVDA | 13F-HR | 5/15/2024 | 000117266124002481 |
| Q4 2023 | 27 | 3,266,358 | TMUS, AKAM, META, SPLK | 13F-HR | 2/14/2024 | 000117266124001432 |
| Q3 2023 | 23 | 2,938,709 | TMUS, META, AKAM, DKNG | 13F-HR | 11/14/2023 | 000117266123004005 |
| Q2 2023 | 22 | 2,556,361 | ATVI, TMUS, CDNS, NFLX | 13F-HR | 8/14/2023 | 000117266123003139 |
| Q1 2023 | 28 | 2,408,624 | BABA, NFLX, META, GOOGL | 13F-HR | 5/15/2023 | 000117266123002280 |
| Q4 2022 | 23 | 1,350,324 | BABA, NFLX, ESTC, MRVL | 13F-HR | 2/14/2023 | 000117266123001328 |
| Q3 2022 | 24 | 1,576,538 | NFLX, TWTR, MELI, ESTC | 13F-HR | 11/14/2022 | 000117266122002539 |
| Q2 2022 | 26 | 1,594,090 | BABA, LI, LVS, AMZN | 13F-HR | 8/15/2022 | 000117266122001983 |
| Q1 2022 | 21 | 1,859,497 | MRVL, TSLA, LI, ESTC | 13F-HR | 5/16/2022 | 000117266122001449 |
| Q4 2021 | 29 | 2,728,031 | DISH, PANW, MU, AMD | 13F-HR | 2/14/2022 | 000117266122000784 |
| Q3 2021 | 42 | 3,659,805 | PANW, DISH, AMD, SNAP | 13F-HR | 11/15/2021 | 000117266121002347 |
| Q2 2021 | 48 | 4,223,567 | DISH, DASH, MRVL, UBER | 13F-HR | 8/16/2021 | 000117266121001825 |
| Q1 2021 | 53 | 3,784,405 | DISH, TWLO, EXPE, GOOGL | 13F-HR | 5/17/2021 | 000117266121001347 |
| Q4 2020 | 54 | 4,245,934 | DIS, DISH, ON, Z | 13F-HR | 2/16/2021 | 000117266121000748 |
| Q3 2020 | 45 | 2,468,629 | DISH, Z, EXPE, AMD | 13F-HR | 11/16/2020 | 000117266120002290 |
| Q2 2020 | 48 | 2,554,539 | DISH, Z, MSFT, TMUS | 13F-HR | 8/14/2020 | 000117266120001833 |
| Q1 2020 | 26 | 1,243,788 | ATVI, CTXS, AMZN, TMUS | 13F-HR | 5/15/2020 | 000117266120001370 |
| Q4 2019 | 25 | 1,846,341 | ATVI, UBER, NXPI, DOCU | 13F-HR | 2/14/2020 | 000117266120000857 |
| Q3 2019 | 18 | 1,752,118 | SNAP, TSM, MELI, SE | 13F-HR | 11/14/2019 | 000117266119002332 |
| Q2 2019 | 23 | 2,267,810 | SE, SNAP, AVGO, AMZN | 13F-HR | 8/14/2019 | 000117266119001856 |
| Q1 2019 | 27 | 2,211,682 | ADI, SE, VMW, NOW | 13F-HR | 5/15/2019 | 000117266119001359 |
| Q4 2018 | 16 | 983,229 | VMW, NOW, BILI, XLNX | 13F-HR | 2/14/2019 | 000117266119000861 |
| Q3 2018 | 23 | 2,345,384 | MOMO, VMW, SPOT, DATA | 13F-HR | 11/14/2018 | 000117266118002190 |
| Q2 2018 | 22 | 2,305,420 | NXPI, VMW, MOMO, SPOT | 13F-HR | 8/14/2018 | 000117266118001662 |
| Q1 2018 | 24 | 1,827,014 | VMW, RHT, MRVL, VIPS | 13F-HR | 5/15/2018 | 000117266118001223 |
| Q4 2017 | 30 | 1,915,308 | SBAC, VMW, BABA, STMP | 13F-HR | 2/14/2018 | 000117266118000783 |
| Q3 2017 | 27 | 1,760,615 | RHT, STMP, P, NBIS | 13F-HR | 11/14/2017 | 000117266117002124 |
| Q2 2017 | 33 | 1,758,455 | STMP, P, MRVL, CHTR calls | 13F-HR | 8/14/2017 | 000117266117001685 |
| Q1 2017 | 28 | 1,437,199 | TMUS, META, RHT, MRVL | 13F-HR | 5/15/2017 | 000117266117001227 |
| Q4 2016 | 30 | 1,633,336 | TMUS, TWX, MRVL, DISH | 13F-HR | 2/14/2017 | 000117266117000754 |
| Q3 2016 | 36 | 2,498,665 | IWM puts, BABA, EA, MRVL | 13F-HR | 11/14/2016 | 000117266116004321 |
| Q2 2016 | 23 | 1,818,140 | ATVI, K, TMUS, AMZN | 13F-HR | 8/15/2016 | 000117266116003880 |
| Q1 2016 | 33 | 2,052,225 | CVC, YHOO, LVLT, AAPL | 13F-HR | 5/16/2016 | 000117266116003425 |
| Q4 2015 | 28 | 2,278,910 | CVC, AVGO, GOOGL, QUNR | 13F-HR | 2/16/2016 | 000117266116002913 |
| Q3 2015 | 31 | 1,605,031 | CVC, CHTR, JD, ZEN | 13F-HR | 11/16/2015 | 000117266115002080 |
| Q2 2015 | 1 | 18,218 | CVC | NEW HOLDINGS | 10/5/2015 | 000117266115001733 |
| Q2 2015 | 30 | 1,584,555 | BIDU, JD, BID, CRTO | 13F-HR | 8/14/2015 | 000117266115001642 |
| Q1 2015 | 34 | 1,509,028 | JD, VIPS, BID, MSG | 13F-HR | 5/15/2015 | 000117266115001208 |
| Q4 2014 | 37 | 1,543,074 | MELI, META, MCO, TSU | 13F-HR | 2/17/2015 | 000117266115000715 |
| Q3 2014 | 29 | 1,594,565 | MELI, MCO, META, NFLX | 13F-HR | 11/14/2014 | 000117266114001843 |
| Q2 2014 | 25 | 1,660,681 | MCO, WBMD, ATVI, QIHU | 13F-HR | 8/14/2014 | 000117266114001476 |
| Q1 2014 | 23 | 1,422,627 | MCO, YHOO, META, WBMD | 13F-HR | 5/15/2014 | 000117266114001110 |
| Q4 2013 | 21 | 1,407,016 | META, YHOO, MCO, LVS | 13F-HR | 2/14/2014 | 000117266114000730 |
Investors who own more than 5% of a class must file a Schedule 13D or 13G.
5 securities where the latest filing since 12/18/2024 is a 13G, the newest filed 8/14/2026. View all