|
Q4 2023
|
21 |
4,477,880 |
NOW, META, MSFT, SHOP
|
13F-HR
|
2/14/2024 |
000090514824000691 |
|
Q3 2023
|
26 |
3,846,905 |
NOW, META, MSFT, AMZN
|
13F-HR
|
11/14/2023 |
000090514823001442 |
|
Q2 2023
|
26 |
4,242,642 |
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 |
2,830,760 |
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 |
480,502 |
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, 0LQ0.IL
|
13F-HR
|
2/16/2016 |
000114036116053264 |
|
Q3 2015
|
22 |
617,884 |
WDAY, JD, 0LQ0.IL, VRSN
|
13F-HR
|
11/16/2015 |
000114036115041807 |
|
Q2 2015
|
23 |
752,033 |
WDAY, JD, 0LQ0.IL, ZG
|
13F-HR
|
8/14/2015 |
000114036115032299 |
|
Q1 2015
|
22 |
696,264 |
0LQ0.IL, 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, CROWN CASTLE INTL CORP
|
13F-HR
|
8/14/2014 |
000114036114032748 |
|
Q1 2014
|
26 |
738,068 |
CROWN CASTLE INTL CORP, VRSN, AMZN, GOOGL
|
13F-HR
|
5/15/2014 |
000114036114021363 |
|
Q4 2013
|
27 |
692,339 |
VRSN, CROWN CASTLE INTL CORP, EQIX, GOOGL
|
13F-HR
|
2/14/2014 |
000114036114007368 |