|
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, TWITTER INC, 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, CITRIX SYS INC, 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, 0LQ0.IL
|
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, YNDX
|
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, AABA, 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, LBRDA, JD, ZENDESK INC
|
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, 0LQ0.IL, BID, MSGN
|
13F-HR
|
5/15/2015 |
000117266115001208 |
|
Q4 2014
|
37 |
1,543,074 |
MELI, META, MCO, TIMB
|
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, AABA, META, WBMD
|
13F-HR
|
5/15/2014 |
000117266114001110 |
|
Q4 2013
|
21 |
1,407,016 |
META, AABA, MCO, LVS
|
13F-HR
|
2/14/2014 |
000117266114000730 |