| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 16 | 3,730,265 | MELI, AMZN, GOOG, FERG | 13F-HR | 8/14/2026 | 000117266126003791 |
| Q1 2026 | 14 | 3,186,340 | MELI, AMZN, HLT, FERG | 13F-HR | 5/15/2026 | 000117266126002313 |
| Q4 2025 | 16 | 4,059,362 | AMZN, MELI, CPNG, HLT | 13F-HR | 2/17/2026 | 000117266126001097 |
| Q3 2025 | 20 | 4,343,420 | AMZN, MELI, ARKK puts, CPNG | 13F-HR | 11/14/2025 | 000117266125005065 |
| Q2 2025 | 18 | 4,144,905 | MELI, AMZN, FERG, CPNG | 13F-HR | 8/14/2025 | 000117266125003476 |
| Q1 2025 | 18 | 3,292,461 | AMZN, MELI, HLT, FERG | 13F-HR | 5/15/2025 | 000117266125002377 |
| Q4 2024 | 20 | 3,728,931 | AMZN, MELI, HLT, TEAM | 13F-HR | 2/14/2025 | 000117266125001126 |
| Q3 2024 | 20 | 3,571,475 | MELI, AMZN, HLT, FERGUSON ENTERPRISES INC | 13F-HR | 11/14/2024 | 000117266124005185 |
| Q2 2024 | 19 | 3,569,873 | AMZN, MELI, HLT, MSFT | 13F-HR | 8/14/2024 | 000117266124003522 |
| Q1 2024 | 25 | 3,707,433 | AMZN, HLT, MELI, FERG | 13F-HR | 5/15/2024 | 000117266124002504 |
| Q4 2023 | 27 | 3,485,296 | AMZN, MELI, HLT, FERG | 13F-HR | 2/14/2024 | 000117266124001434 |
| Q3 2023 | 28 | 3,110,931 | AMZN, FERG, MELI, HLT | 13F-HR | 11/14/2023 | 000117266123004010 |
| Q2 2023 | 23 | 3,052,477 | AMZN, FERG, HLT, V | 13F-HR | 8/14/2023 | 000117266123003134 |
| Q1 2023 | 25 | 2,766,998 | MELI, AMZN, HLT, V | 13F-HR | 5/15/2023 | 000117266123002317 |
| Q4 2022 | 25 | 2,345,297 | HLT, V, MELI, AMZN | 13F-HR | 2/14/2023 | 000117266123001313 |
| Q3 2022 | 24 | 2,247,378 | INTU, AMZN, HLT, V | 13F-HR | 11/14/2022 | 000117266122002552 |
| Q2 2022 | 20 | 2,212,920 | V, INTU, AMZN, HLT | 13F-HR | 8/15/2022 | 000117266122002010 |
| Q1 2022 | 19 | 2,691,238 | AMZN, V, INTU, HLT | 13F-HR | 5/16/2022 | 000117266122001477 |
| Q4 2021 | 23 | 3,455,920 | META, AMZN, V, CPNG | 13F-HR | 2/14/2022 | 000117266122000832 |
| Q3 2021 | 26 | 3,470,108 | META, TEAM, MELI, AMZN | 13F-HR | 11/15/2021 | 000117266121002386 |
| Q2 2021 | 24 | 3,663,378 | META, CPNG, TWLO, AMZN | 13F-HR | 8/16/2021 | 000117266121001854 |
| Q1 2021 | 25 | 3,459,777 | CPNG, META, TWLO, MELI | 13F-HR | 5/17/2021 | 000117266121001309 |
| Q4 2020 | 28 | 3,799,778 | TWLO, META, MELI, TEAM | 13F-HR | 2/16/2021 | 000117266121000704 |
| Q3 2020 | 29 | 3,144,243 | TWLO, META, AMZN, MELI | 13F-HR | 11/16/2020 | 000117266120002310 |
| Q2 2020 | 22 | 2,976,763 | TWLO, AMZN, META, SMAR | 13F-HR | 8/14/2020 | 000117266120001840 |
| Q1 2020 | 22 | 1,866,297 | TWLO, GOOG, AMZN, META | 13F-HR | 5/15/2020 | 000117266120001360 |
| Q4 2019 | 24 | 2,109,771 | GOOG, TWLO, META, MELI | 13F-HR | 2/14/2020 | 000117266120000799 |
| Q3 2019 | 25 | 2,466,279 | GOOG, TWLO, QQQ puts, LBTYK | 13F-HR | 11/14/2019 | 000117266119002347 |
| Q2 2019 | 27 | 2,277,450 | TWLO, GOOG, MELI, LBTYK | 13F-HR | 8/14/2019 | 000117266119001849 |
| Q1 2019 | 24 | 1,984,812 | TWLO, GOOG, MELI, LBTYK | 13F-HR | 5/15/2019 | 000117266119001358 |
| Q4 2018 | 26 | 1,866,588 | GOOG, TWLO, AMZN, LBTYK | 13F-HR | 2/14/2019 | 000117266119000866 |
| Q3 2018 | 23 | 1,791,335 | GOOG, TWLO, AMZN, LBTYK | 13F-HR | 11/14/2018 | 000117266118002193 |
| Q2 2018 | 20 | 1,618,631 | GOOG, AMZN, TWLO, LBTYK | 13F-HR | 8/14/2018 | 000117266118001672 |
| Q1 2018 | 23 | 1,491,456 | GOOG, LBTYK, AMZN, TEAM | 13F-HR | 5/15/2018 | 000117266118001227 |
| Q4 2017 | 21 | 1,440,938 | GOOG, LBTYK, AMZN, PCLN | 13F-HR | 2/14/2018 | 000117266118000779 |
| Q3 2017 | 22 | 1,377,736 | GOOG, LBTYK, AMZN, IAC | 13F-HR | 11/14/2017 | 000117266117002135 |
| Q2 2017 | 23 | 1,427,802 | GOOG, LBTYK, IAC, AMZN | 13F-HR | 8/14/2017 | 000117266117001697 |
| Q1 2017 | 23 | 1,444,249 | GOOG, CHTR, LBTYK, PCLN | 13F-HR | 5/15/2017 | 000117266117001225 |
| Q4 2016 | 21 | 1,325,533 | CHTR, GOOG, PCLN, CMCSA | 13F-HR | 2/14/2017 | 000117266117000748 |
| Q3 2016 | 20 | 1,047,589 | AMZN, CHTR, PCLN, LBTYK | 13F-HR | 11/14/2016 | 000117266116004320 |
| Q2 2016 | 17 | 927,233 | AMZN, CHTR, EXPE, LBTYK | 13F-HR | 8/15/2016 | 000117266116003883 |
| Q1 2016 | 18 | 892,024 | LBTYK, CHTR, AMZN, FOX | 13F-HR | 5/16/2016 | 000117266116003424 |
| Q4 2015 | 21 | 926,385 | LBTYK, AMZN, MSFT, CMCSA | 13F-HR | 2/16/2016 | 000117266116002907 |
| Q3 2015 | 20 | 854,471 | LBTYK, AMZN, CMCSK, EXPE | 13F-HR | 11/16/2015 | 000117266115002077 |
| Q2 2015 | 25 | 912,472 | LBTYK, AMZN, CMCSK, MSFT | 13F-HR | 8/14/2015 | 000117266115001639 |
| Q1 2015 | 22 | 838,725 | LBTYK, CMCSA, SBAC, META | 13F-HR | 5/15/2015 | 000117266115001200 |
| Q4 2014 | 21 | 527,151 | LBTYK, CMCSA, FOXA, SBAC | 13F-HR | 2/17/2015 | 000117266115000713 |
| Q3 2014 | 26 | 454,430 | CMCSA, LBTYK, CCI, FOXA | 13F-HR | 11/14/2014 | 000117266114001840 |
| Q2 2014 | 23 | 421,436 | CMCSA, LBTYK, CCI, AMZN | 13F-HR | 8/14/2014 | 000117266114001484 |
| Q1 2014 | 24 | 367,378 | LBTYK, CMCSA, AMZN, CCI | 13F-HR | 5/15/2014 | 000117266114001106 |
| Q4 2013 | 14 | 213,109 | AAPL, LBTYK, EBAY, AMZN | 13F-HR | 2/14/2014 | 000117266114000725 |