|
Q2 2026
|
12 |
2,834,424 |
SPACE EXPLORATION TECHN CORP, AMD, AMZN, INNIO NV
|
13F-HR
|
8/14/2026 |
000119312526350447 |
|
Q1 2026
|
17 |
3,001,999 |
NVDA, CPNG, META, CVNA
|
13F-HR
|
5/15/2026 |
000119312526225175 |
|
Q4 2025
|
27 |
4,585,865 |
CPNG, NVDA, GLBE, CVNA
|
13F-HR
|
2/17/2026 |
000119312526052974 |
|
Q3 2025
|
26 |
4,528,974 |
DUOL, SQ, CPNG, GLBE
|
13F-HR
|
11/14/2025 |
000119312525281469 |
|
Q2 2025
|
20 |
4,899,068 |
SQ, CPNG, NVDA, FLTR.L
|
13F-HR
|
8/14/2025 |
000095012325007994 |
|
Q1 2025
|
22 |
4,753,209 |
CPNG, 0A2S.IL, SQ, INTU
|
13F-HR
|
5/15/2025 |
000095012325005403 |
|
Q4 2024
|
23 |
5,726,061 |
GLBE, RBLX, 0A2S.IL, CPNG
|
13F-HR
|
2/14/2025 |
000095012325002260 |
|
Q3 2024
|
24 |
5,751,331 |
GLBE, TEAM, RBLX, 0A2S.IL
|
13F-HR
|
11/14/2024 |
000095012324011513 |
|
Q2 2024
|
33 |
5,234,524 |
GLBE, TEAM, RBLX, CPNG
|
13F-HR
|
8/14/2024 |
000095012324008380 |
|
Q1 2024
|
29 |
4,318,743 |
GLBE, ZI, RBLX, CPNG
|
13F-HR
|
5/15/2024 |
000095012324005231 |
|
Q4 2023
|
28 |
4,606,324 |
GLBE, SQ, RBLX, ZI
|
13F-HR
|
2/14/2024 |
000095012324002166 |
|
Q3 2023
|
29 |
4,344,574 |
GLBE, SQ, ZI, DASH
|
13F-HR
|
11/14/2023 |
000095012323010960 |
|
Q2 2023
|
26 |
4,843,014 |
ZI, GLBE, DASH, DDOG
|
13F-HR
|
8/14/2023 |
000095012323008232 |
|
Q1 2023
|
30 |
4,223,548 |
ZI, SNOW, GLBE, JAMF
|
13F-HR
|
5/15/2023 |
000095012323004925 |
|
Q4 2022
|
31 |
3,229,173 |
ZI, SNOW, JAMF, GLBE
|
13F-HR
|
2/14/2023 |
000095012323002477 |
|
Q3 2022
|
35 |
3,801,986 |
SNOW, ZI, JAMF, DDOG
|
13F-HR
|
11/14/2022 |
000095012322012035 |
|
Q2 2022
|
39 |
3,907,366 |
JAMF, SNOW, ZI, DDOG
|
13F-HR
|
8/15/2022 |
000095012322009264 |
|
Q1 2022
|
52 |
7,839,358 |
NU, JAMF, DDOG, SNOW
|
13F-HR
|
5/16/2022 |
000095012322006499 |
|
Q4 2021
|
64 |
8,712,751 |
NU, JAMF, RIVN, DDOG
|
13F-HR
|
2/14/2022 |
000160218922000003 |
|
Q3 2021
|
72 |
7,594,920 |
JAMF, SNOW, UBER, SQ
|
13F-HR
|
11/15/2021 |
000160218921000008 |
|
Q2 2021
|
63 |
7,761,758 |
SNOW, UBER, PCOR, DASH
|
13F-HR
|
8/16/2021 |
000156761921015932 |
|
Q1 2021
|
48 |
6,987,770 |
SNOW, UBER, ABNB, DASH
|
13F-HR
|
5/17/2021 |
000160218921000005 |
|
Q4 2020
|
40 |
6,682,137 |
SNOW, UBER, DASH, ABNB
|
13F-HR
|
2/16/2021 |
000160218921000003 |
|
Q3 2020
|
33 |
4,451,516 |
SNOW, UBER, DDOG, DT
|
13F-HR
|
11/16/2020 |
000160218920000008 |
|
Q2 2020
|
23 |
3,018,799 |
UBER, DDOG, DT, TWLO
|
13F-HR
|
8/14/2020 |
000160218920000004 |
|
Q1 2020
|
24 |
2,239,368 |
UBER, TWLO, DDOG, DT
|
13F-HR
|
5/15/2020 |
000156761920010522 |
|
Q4 2019
|
21 |
2,409,844 |
UBER, TWLO, DDOG, BABA
|
13F-HR
|
2/14/2020 |
000156761920004062 |
|
Q3 2019
|
23 |
2,363,002 |
UBER, TWLO, DDOG, BABA
|
13F-HR
|
11/14/2019 |
000160218919000010 |
|
Q2 2019
|
21 |
2,510,448 |
UBER, TWLO, BABA, GSKY
|
13F-HR
|
8/14/2019 |
000160218919000007 |
|
Q1 2019
|
25 |
1,653,121 |
TWLO, BABA, CDAY, 0A2Z.IL
|
13F-HR
|
5/15/2019 |
000160218919000004 |
|
Q4 2018
|
25 |
1,283,204 |
TWLO, BABA, CDAY, SPOT
|
13F-HR
|
2/14/2019 |
000156761919004382 |
|
Q3 2018
|
21 |
1,225,556 |
SPOT, TWLO, CDAY, BABA
|
13F-HR
|
11/14/2018 |
000160218918000007 |
|
Q2 2018
|
22 |
1,140,972 |
SPOT, TWLO, CDAY, META
|
13F-HR
|
8/14/2018 |
000160218918000004 |
|
Q1 2018
|
19 |
705,851 |
TWLO, META, NOW, WUBA
|
13F-HR
|
5/14/2018 |
000160218918000002 |
|
Q4 2017
|
20 |
610,497 |
JD, NOW, WUBA, TWLO
|
13F-HR
|
2/14/2018 |
000114036118008367 |
|
Q3 2017
|
20 |
609,386 |
WUBA, JD, NOW, APPF
|
13F-HR
|
11/14/2017 |
000160218917000011 |
|
Q2 2017
|
23 |
581,346 |
JD, ETSY, APPF, WUBA
|
13F-HR
|
8/14/2017 |
000160218917000009 |
|
Q1 2017
|
21 |
561,310 |
SNAP, APPF, JD, WUBA
|
13F-HR
|
5/15/2017 |
000160218917000006 |
|
Q4 2016
|
21 |
422,980 |
SQ, APPF, JD, EVBG
|
13F-HR
|
2/14/2017 |
000160218917000003 |
|
Q3 2016
|
17 |
442,968 |
WUBA, LPLA, JD, SQ
|
13F-HR
|
11/14/2016 |
000160218916000022 |
|
Q2 2016
|
17 |
394,878 |
WUBA, JD, LPLA, SQ
|
13F-HR
|
8/15/2016 |
000160218916000020 |
|
Q1 2016
|
13 |
317,730 |
BABA, JD, LPLA, WUBA
|
13F-HR
|
5/16/2016 |
000160218916000018 |
|
Q4 2015
|
13 |
330,859 |
BABA, JD, SQ, WUBA
|
13F-HR
|
2/16/2016 |
000160218916000016 |
|
Q3 2015
|
13 |
254,280 |
BABA, JD, LPLA, WUBA
|
13F-HR
|
11/16/2015 |
000160218915000013 |
|
Q2 2015
|
16 |
293,565 |
BABA, LPLA, YELP, ZG
|
13F-HR
|
8/14/2015 |
000160218915000011 |
|
Q1 2015
|
9 |
216,119 |
BABA, YELP, WUBA, HDP
|
13F-HR
|
5/15/2015 |
000160218915000009 |
|
Q4 2014
|
10 |
220,885 |
BABA, WUBA, YELP, HDP
|
13F-HR
|
2/17/2015 |
000160218915000005 |