| Quarter | Holdings | Value, Excl. Options ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 21 | 5,896,728 | SPACE EXPLORATION TECHN CORP, NVDA, GOOGL, AMZN | 13F-HR | 8/14/2026 | 000090514826003747 |
| Q1 2026 | 21 | 3,299,867 | NVDA, GOOGL, MSFT, AMZN | 13F-HR | 5/15/2026 | 000090514826002396 |
| Q4 2025 | 20 | 4,390,041 | NVDA, GOOGL, MSFT, DASH | 13F-HR | 2/13/2026 | 000090514826000712 |
| Q3 2025 | 24 | 5,122,618 | META, NVDA, PANW, DASH | RESTATEMENT | 2/13/2026 | 000090514826000710 |
| Q2 2025 | 20 | 4,768,008 | META, PANW, AVGO, NVDA | 13F-HR | 8/14/2025 | 000090514825002966 |
| Q1 2025 | 15 | 3,470,654 | META, NOW, SHOP, PANW | 13F-HR | 5/15/2025 | 000090514825001751 |
| Q4 2024 | 23 | 5,409,165 | NOW, META, AMZN, NVDA | 13F-HR | 2/14/2025 | 000090514825000649 |
| Q3 2024 | 15 | 4,589,024 | NOW, META, MSFT, NU | 13F-HR | 11/14/2024 | 000090514824003146 |
| Q2 2024 | 19 | 5,117,897 | NOW, META, MSFT, NVDA | 13F-HR | 8/14/2024 | 000090514824002219 |
| Q1 2024 | 19 | 5,279,670 | NOW, META, MSFT, NVDA | 13F-HR | 5/15/2024 | 000090514824001441 |
| Q4 2023 | 21 | 4,477,880 | NOW, META, MSFT, SHOP | 13F-HR | 2/14/2024 | 000090514824000691 |
| Q3 2023 | 26 | 3,846,906 | NOW, META, MSFT, AMZN | 13F-HR | 11/14/2023 | 000090514823001442 |
| Q2 2023 | 26 | 4,242,643 | NOW, SHOP, META, MSFT | 13F-HR | 8/14/2023 | 000090514823000735 |
| Q1 2023 | 25 | 3,641,308 | NOW, SHOP, META, MSFT | 13F-HR | 5/15/2023 | 000090514823000444 |
| Q4 2022 | 24 | 2,830,761 | MSFT, NOW, SHOP, AMZN | 13F-HR | 2/14/2023 | 000090514823000259 |
| Q3 2022 | 26 | 2,963,215 | MSFT, NOW, AMZN, SHOP | 13F-HR | 11/14/2022 | 000156761922020102 |
| Q2 2022 | 25 | 3,484,314 | NOW, MSFT, HUBS, AMZN | 13F-HR | 8/15/2022 | 000156761922016278 |
| Q1 2022 | 34 | 6,475,918 | HUBS, SHOP, NOW, DASH | 13F-HR | 5/16/2022 | 000156761922011006 |
| Q4 2021 | 35 | 8,817,130 | SHOP, HUBS, DASH, NOW | 13F-HR | 2/14/2022 | 000156761922004435 |
| Q3 2021 | 43 | 10,777,863 | SHOP, HUBS, TWLO, DASH | 13F-HR | 11/15/2021 | 000156761921020445 |
| Q2 2021 | 40 | 10,674,859 | SHOP, TWLO, HUBS, DASH | 13F-HR | 8/16/2021 | 000156761921015873 |
| Q1 2021 | 37 | 8,911,362 | SHOP, TWLO, CPNG, HUBS | 13F-HR | 5/17/2021 | 000156761921010476 |
| Q4 2020 | 31 | 8,602,735 | SHOP, TWLO, DASH, RNG | 13F-HR | 2/17/2021 | 000156761921004120 |
| Q3 2020 | 31 | 6,419,015 | SHOP, TWLO, RNG, HUBS | 13F-HR | 11/16/2020 | 000156761920019868 |
| Q2 2020 | 24 | 5,177,488 | SHOP, TWLO, RNG, NOW | 13F-HR | 8/14/2020 | 000156761920015489 |
| Q1 2020 | 29 | 3,179,561 | SHOP, RNG, TWLO, NOW | 13F-HR | 5/15/2020 | 000156761920010511 |
| Q4 2019 | 23 | 2,473,863 | SHOP, NOW, TWLO, RNG | 13F-HR | 2/14/2020 | 000156761920004033 |
| Q3 2019 | 23 | 1,980,584 | SHOP, TWLO, NOW, HUBS | 13F-HR | 11/14/2019 | 000156761919021577 |
| Q2 2019 | 23 | 2,002,396 | SHOP, TWLO, NOW, OKTA | 13F-HR | 8/14/2019 | 000156761919017006 |
| Q1 2019 | 18 | 1,603,332 | TWLO, SHOP, NOW, HUBS | 13F-HR | 5/15/2019 | 000156761919011219 |
| Q4 2018 | 19 | 1,130,891 | TWLO, NOW, SHOP, HUBS | 13F-HR | 2/14/2019 | 000156761919004399 |
| Q3 2018 | 19 | 1,190,075 | AMZN, HUBS, SHOP, NOW | 13F-HR | 11/14/2018 | 000156761918006266 |
| Q2 2018 | 17 | 972,816 | META, SHOP, AMZN, HUBS | 13F-HR | 8/14/2018 | 000156761918001013 |
| Q1 2018 | 19 | 860,369 | SHOP, META, AMZN, BABA | 13F-HR | 5/15/2018 | 000114036118023943 |
| Q4 2017 | 18 | 637,734 | SHOP, META, BABA, NOW | 13F-HR | 2/14/2018 | 000114036118008169 |
| Q3 2017 | 16 | 451,995 | SHOP, META, AMZN, NOW | 13F-HR | 11/14/2017 | 000114036117042810 |
| Q2 2017 | 13 | 394,059 | SHOP, META, AMZN, NOW | 13F-HR | 8/14/2017 | 000114036117032066 |
| Q1 2017 | 14 | 384,915 | SHOP, META, AMZN, MSFT | RESTATEMENT | 8/14/2017 | 000114036117032064 |
| Q4 2016 | 12 | 299,978 | MSFT, SHOP, META, GOOG | 13F-HR | 2/14/2017 | 000114036117007460 |
| Q3 2016 | 17 | 359,184 | AMZN, META, WDAY, GOOG | 13F-HR | 11/14/2016 | 000114036116086423 |
| Q2 2016 | 14 | 323,261 | GOOG, LNKD, META, WDAY | 13F-HR | 8/15/2016 | 000114036116076675 |
| Q1 2016 | 21 | 598,282 | WDAY, ZAYO, AMZN, JD | 13F-HR | 5/16/2016 | 000114036116065691 |
| Q4 2015 | 24 | 660,062 | WDAY, ZAYO, JD, VIPS | 13F-HR | 2/16/2016 | 000114036116053264 |
| Q3 2015 | 22 | 617,884 | WDAY, JD, VIPS, VRSN | 13F-HR | 11/16/2015 | 000114036115041807 |
| Q2 2015 | 23 | 752,033 | WDAY, JD, VIPS, ZG | 13F-HR | 8/14/2015 | 000114036115032299 |
| Q1 2015 | 22 | 696,264 | VIPS, WDAY, LNKD, JD | 13F-HR | 5/15/2015 | 000114036115020387 |
| Q4 2014 | 25 | 721,741 | PANW, LNKD, BABA, NOW | 13F-HR | 2/17/2015 | 000114036115006802 |
| Q3 2014 | 27 | 805,926 | ZU, BABA, PANW, LNKD | 13F-HR | 11/14/2014 | 000114036114041836 |
| Q2 2014 | 26 | 817,604 | ZU, VRSN, WUBA, CCI | 13F-HR | 8/14/2014 | 000114036114032748 |
| Q1 2014 | 26 | 738,068 | CCI, VRSN, AMZN, GOOGL | 13F-HR | 5/15/2014 | 000114036114021363 |
| Q4 2013 | 27 | 692,339 | VRSN, CCI, EQIX, GOOGL | 13F-HR | 2/14/2014 | 000114036114007368 |