|
Q2 2025
|
10 |
1,485,311 |
AXON, NET, SHOP, AMZN
|
13F-HR
|
8/13/2025 |
000110465925077140 |
|
Q1 2025
|
10 |
1,066,399 |
AXON, SHOP, AMZN, META
|
RESTATEMENT
|
7/29/2025 |
000110465925071663 |
|
Q4 2024
|
10 |
1,229,095 |
AXON, SHOP, AMZN, META
|
13F-HR
|
2/13/2025 |
000110465925012724 |
|
Q3 2024
|
10 |
1,039,007 |
AMZN, AXON, SHOP, META
|
RESTATEMENT
|
11/14/2024 |
000110465924118818 |
|
Q2 2024
|
10 |
1,018,235 |
CRWD, AMZN, META, SHOP
|
13F-HR
|
8/13/2024 |
000110465924088928 |
|
Q1 2024
|
9 |
985,025 |
CRWD, AMZN, DDOG, NET
|
13F-HR
|
5/14/2024 |
000110465924060954 |
|
Q4 2023
|
10 |
919,866 |
DDOG, AMZN, SHOP, CRWD
|
13F-HR
|
2/13/2024 |
000110465924019667 |
|
Q3 2023
|
9 |
716,783 |
AMZN, DDOG, SHOP, NET
|
13F-HR
|
11/14/2023 |
000110465923117598 |
|
Q2 2023
|
8 |
723,317 |
DDOG, SHOP, AMZN, NET
|
13F-HR
|
8/11/2023 |
000110465923090322 |
|
Q1 2023
|
8 |
626,005 |
SHOP, TEAM, DDOG, AMZN
|
13F-HR
|
5/12/2023 |
000110465923059452 |
|
Q4 2022
|
7 |
487,736 |
SHOP, DDOG, AMZN, TEAM
|
13F-HR
|
2/13/2023 |
000110465923019975 |
|
Q3 2022
|
7 |
586,073 |
TEAM.MX, AMZN, DDOG, SHOP
|
13F-HR
|
11/10/2022 |
000110465922116987 |
|
Q2 2022
|
7 |
573,112 |
TEAM.MX, DDOG, AMZN, SHOP
|
13F-HR
|
8/12/2022 |
000110465922089793 |
|
Q1 2022
|
8 |
827,738 |
TEAM.MX, SHOP, AMZN, DDOG
|
13F-HR
|
5/13/2022 |
000110465922059836 |
|
Q4 2021
|
8 |
1,057,095 |
SHOP, TEAM.MX, META, NFLX
|
13F-HR
|
2/11/2022 |
000110465922020218 |
|
Q3 2021
|
9 |
1,053,001 |
SHOP, TEAM.MX, META, NFLX
|
13F-HR
|
11/12/2021 |
000110465921137576 |
|
Q2 2021
|
9 |
976,746 |
SHOP, META, TEAM.MX, PINS
|
13F-HR
|
8/12/2021 |
000110465921103893 |
|
Q1 2021
|
8 |
735,309 |
SHOP, PINS, META, TEAM.MX
|
13F-HR
|
5/14/2021 |
000110465921066455 |
|
Q4 2020
|
8 |
755,657 |
SHOP, TEAM.MX, META, PINS
|
13F-HR
|
2/12/2021 |
000110465921021326 |
|
Q3 2020
|
7 |
701,611 |
SHOP, META, TEAM.MX, AMZN
|
13F-HR
|
11/12/2020 |
000110465920124023 |
|
Q2 2020
|
8 |
620,147 |
SHOP, TEAM.MX, META, AMZN
|
13F-HR
|
8/13/2020 |
000110465920094561 |
|
Q1 2020
|
6 |
410,412 |
SHOP, TEAM.MX, META, NFLX
|
13F-HR
|
5/13/2020 |
000110465920060580 |
|
Q4 2019
|
6 |
368,652 |
SHOP, META, TEAM.MX, AMZN
|
13F-HR
|
2/10/2020 |
000110465920013244 |
|
Q3 2019
|
7 |
331,925 |
SHOP, META, TEAM.MX, AMZN
|
13F-HR
|
11/8/2019 |
000110465919061554 |
|
Q2 2019
|
8 |
236,975 |
SHOP, META, TEAM.MX, NFLX
|
13F-HR
|
8/14/2019 |
000114420419039645 |
|
Q1 2019
|
8 |
199,475 |
SHOP, META, NFLX, TEAM.MX
|
13F-HR
|
5/14/2019 |
000114420419025867 |
|
Q4 2018
|
11 |
91,566 |
META, NFLX, AMZN, SHOP
|
13F-HR
|
5/6/2019 |
000114420419023943 |