| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 35 | 671,155 | CP.TO, SPGI, MSFT, V | 13F-HR | 2/14/2024 | 000155393624000001 |
| Q3 2023 | 38 | 715,692 | CP.TO, MSFT, V, SPGI | 13F-HR | 11/14/2023 | 000155393623000007 |
| Q2 2023 | 42 | 925,290 | MSFT, AMZN, CP.TO, V | 13F-HR | 8/14/2023 | 000155393623000005 |
| Q1 2023 | 41 | 993,167 | CP.TO, MSFT, AMZN, V | 13F-HR | 5/15/2023 | 000155393623000003 |
| Q4 2022 | 27 | 1,003,298 | V, CP.TO, SPGI, LIN | 13F-HR | 2/14/2023 | 000155393623000002 |
| Q3 2022 | 26 | 1,040,246 | AMZN, CP.TO, MSFT, V | 13F-HR | 11/14/2022 | 000155393622000006 |
| Q2 2022 | 27 | 1,384,463 | MSFT, CP.TO, AMZN, V | 13F-HR | 8/15/2022 | 000155393622000005 |
| Q1 2022 | 30 | 1,689,248 | MSFT, AMZN, ZNTL, V | 13F-HR | 5/3/2022 | 000155393622000004 |
| Q4 2021 | 26 | 3,369,490 | MELI, BEKE, AMZN, SE | RESTATEMENT | 2/24/2022 | 000155393622000003 |
| Q3 2021 | 24 | 3,968,843 | SE, MELI, 0A2S.IL, BEKE | 13F-HR | 10/26/2021 | 000155393621000005 |
| Q2 2021 | 29 | 4,748,883 | BEKE, SE, MELI, AMZN | 13F-HR | 7/21/2021 | 000155393621000004 |
| Q1 2021 | 32 | 4,554,752 | SE, BEKE, MSFT, V | 13F-HR | 4/13/2021 | 000155393621000003 |
| Q4 2020 | 31 | 4,805,005 | FTCH, MELI, SE, MDB | 13F-HR | 2/11/2021 | 000155393621000002 |
| Q3 2020 | 29 | 4,060,304 | DFS, SE, NOW, MELI | 13F-HR | 11/9/2020 | 000155393620000005 |
| Q2 2020 | 21 | 3,287,366 | MELI, MTCH, FTCH, NOW | 13F-HR | 8/13/2020 | 000155393620000003 |
| Q1 2020 | 21 | 2,733,214 | AMZN, NOW, MELI, CRM | 13F-HR | 5/15/2020 | 000156761920010316 |
| Q4 2019 | 13 | 2,608,805 | CRM, TWLO, AMZN, BABA | 13F-HR | 2/14/2020 | 000156761920003706 |
| Q3 2019 | 12 | 2,301,259 | CRM, MELI, TWLO, 0A2X.IL | 13F-HR | 11/14/2019 | 000156761919021414 |
| Q2 2019 | 13 | 2,813,224 | AMZN, 0A2X.IL, MELI, TCOM | 13F-HR | 8/14/2019 | 000156761919016759 |
| Q1 2019 | 11 | 2,570,033 | SNAP, CRM, AMZN, TCOM | 13F-HR | 5/15/2019 | 000156761919011062 |
| Q4 2018 | 9 | 2,249,651 | CRM, TEAM.MX, AMZN, MNST | 13F-HR | 2/14/2019 | 000156761919004107 |
| Q3 2018 | 9 | 2,335,520 | TMUS, TEAM.MX, CRM, 0A2X.IL | 13F-HR | 11/14/2018 | 000156761918006080 |
| Q2 2018 | 8 | 2,237,191 | SNAP, CRM, MNST, AMZN | 13F-HR | 8/14/2018 | 000156761918000804 |
| Q1 2018 | 8 | 2,029,374 | CRM, TMUS, AMZN, SNAP | 13F-HR | 5/15/2018 | 000114036118023678 |
| Q4 2017 | 5 | 1,557,333 | CRM, AMZN, NFLX, TMUS | 13F-HR | 2/14/2018 | 000114036118007844 |
| Q3 2017 | 6 | 1,305,210 | CRM, AMZN, NFLX, SNAP | 13F-HR | 11/14/2017 | 000114036117042430 |
| Q2 2017 | 7 | 2,238,808 | AMZN, JD, CRM, NFLX | 13F-HR | 8/14/2017 | 000114036117031619 |
| Q1 2017 | 9 | 2,232,119 | JD, NFLX, CMG, AMZN | 13F-HR | 5/15/2017 | 000114036117020328 |
| Q4 2016 | 10 | 2,060,349 | AMZN, CMG, CHTR, NFLX | 13F-HR | 2/14/2017 | 000114036117006700 |
| Q3 2016 | 9 | 2,004,906 | CHTR, AMZN, WDAY, CMG | 13F-HR | 11/14/2016 | 000114036116086079 |
| Q2 2016 | 10 | 1,926,393 | CHTR, AMZN, CMG, WDAY | 13F-HR | 8/15/2016 | 000114036116076345 |
| Q1 2016 | 9 | 1,544,790 | LBRDA, AMZN, WDAY, DNKN | 13F-HR | 5/16/2016 | 000114036116065367 |
| Q4 2015 | 8 | 1,278,206 | LBRDA, AMZN, DNKN, YELP | 13F-HR | 2/16/2016 | 000114036116053077 |
| Q3 2015 | 8 | 1,420,518 | LBRDA, BABA, AMZN, DNKN | 13F-HR | 11/16/2015 | 000114036115041328 |
| Q2 2015 | 8 | 1,177,340 | LBRDA, AMZN, YELP, LBTYA | 13F-HR | 8/14/2015 | 000114036115031883 |
| Q1 2015 | 10 | 1,073,040 | YELP, AMZN, NFLX, MA | 13F-HR | 5/15/2015 | 000114036115019948 |
| Q4 2014 | 11 | 1,054,068 | YELP, LBTYA, AMZN, MA | RESTATEMENT | 2/24/2015 | 000114036115008560 |
| Q3 2014 | 11 | 1,025,081 | LBTYA, AMZN, MNST, NFLX | 13F-HR | 11/14/2014 | 000114036114041752 |
| Q2 2014 | 11 | 1,081,653 | AMZN, YELP, NFLX, MNST | 13F-HR | 8/14/2014 | 000114036114032432 |
| Q1 2014 | 13 | 877,993 | AMZN, TRIP, MNST, MA | 13F-HR | 5/14/2014 | 000114036114020683 |
| Q4 2013 | 12 | 915,417 | AMZN, TRIP, MA, P | 13F-HR | 1/28/2014 | 000114036114003377 |