|
Q1 2025
|
11 |
943,610 |
AZO, META, DHR, AER
|
13F-HR
|
5/15/2025 |
000139834425009457 |
|
Q4 2024
|
11 |
970,037 |
WIX, META, GOOG, AZO
|
13F-HR
|
2/14/2025 |
000139834425002824 |
|
Q3 2024
|
12 |
927,641 |
META, AZO, WIX, APP
|
13F-HR
|
11/14/2024 |
000139834424020708 |
|
Q2 2024
|
11 |
839,404 |
META, SMAR, WIX, AZO
|
13F-HR
|
8/14/2024 |
000139834424014603 |
|
Q1 2024
|
10 |
860,167 |
META, GOOG, WIX, SMAR
|
13F-HR
|
5/15/2024 |
000139834424009633 |
|
Q4 2023
|
9 |
777,953 |
META, SMAR, GOOG, WIX
|
13F-HR
|
2/14/2024 |
000139834424002904 |
|
Q3 2023
|
10 |
765,870 |
META, GOOG, WIX, SMAR
|
13F-HR
|
11/14/2023 |
000139834423020605 |
|
Q2 2023
|
10 |
755,229 |
META, SMAR, WIX, GOOG
|
13F-HR
|
8/14/2023 |
000139834423014736 |
|
Q1 2023
|
9 |
881,981 |
META, SMAR, WIX, GOOG
|
RESTATEMENT
|
7/20/2023 |
000139834423013281 |
|
Q4 2022
|
9 |
687,863 |
SMAR, WIX, META, ROKU
|
13F-HR
|
2/14/2023 |
000139834423003149 |
|
Q3 2022
|
10 |
825,153 |
WIX, SMAR, META, ROKU
|
RESTATEMENT
|
7/20/2023 |
000139834423013279 |
|
Q2 2022
|
10 |
801,082 |
WIX, META, ROKU, SMAR
|
13F-HR
|
8/15/2022 |
000139834422015545 |
|
Q1 2022
|
11 |
1,038,572 |
META, SMAR, WIX, DIS
|
13F-HR
|
5/13/2022 |
000139834422009480 |
|
Q4 2021
|
10 |
1,172,103 |
WIX, SMAR, META, PYPL
|
13F-HR
|
2/14/2022 |
000139834422002914 |
|
Q3 2021
|
9 |
1,145,633 |
META, SMAR, WIX, PYPL
|
13F-HR
|
11/15/2021 |
000139834421021455 |
|
Q2 2021
|
9 |
1,326,181 |
META, SMAR, WIX, EBAY
|
13F-HR
|
8/16/2021 |
000139834421016218 |
|
Q1 2021
|
8 |
956,109 |
META, SMAR, WIX, EBAY
|
13F-HR
|
5/14/2021 |
000139834421010692 |
|
Q4 2020
|
9 |
764,350 |
META, WIX, SMAR, GOOG
|
13F-HR
|
2/16/2021 |
000139834421003317 |
|
Q3 2020
|
11 |
673,027 |
META, WIX, GOOG, UPWK
|
13F-HR
|
11/13/2020 |
000139834420022484 |
|
Q2 2020
|
10 |
618,869 |
META, SMAR, WIX, GOOG
|
13F-HR
|
8/14/2020 |
000139834420015802 |
|
Q1 2020
|
8 |
396,193 |
META, WIX, GOOG, AVALARA INC
|
13F-HR
|
5/15/2020 |
000139834420010237 |
|
Q4 2019
|
9 |
508,174 |
META, AVALARA INC, WIX, DESP
|
13F-HR
|
2/14/2020 |
000139834420003505 |
|
Q3 2019
|
9 |
426,092 |
META, AVALARA INC, WIX, DESP
|
13F-HR
|
11/14/2019 |
000139834419020235 |
|
Q2 2019
|
10 |
447,388 |
META, AVALARA INC, WIX, DESP
|
13F-HR
|
8/14/2019 |
000139834419014247 |
|
Q1 2019
|
9 |
398,085 |
META, WIX, PYPL, GOOG
|
13F-HR
|
5/15/2019 |
000139834419008896 |
|
Q4 2018
|
11 |
359,816 |
META, WIX, PYPL, TTD
|
13F-HR
|
2/14/2019 |
000139834419002811 |
|
Q3 2018
|
12 |
426,798 |
META, DG, PYPL, GOOG
|
13F-HR
|
11/14/2018 |
000139834418016482 |
|
Q2 2018
|
11 |
378,663 |
META, DG, GOOG, PYPL
|
13F-HR
|
8/14/2018 |
000139834418011830 |
|
Q1 2018
|
9 |
295,612 |
META, EBAY, SITE, GOOG
|
13F-HR
|
5/15/2018 |
000139834418007541 |
|
Q4 2017
|
10 |
277,226 |
META, CMPR, CHGG, DG
|
13F-HR
|
2/14/2018 |
000139834418002277 |
|
Q3 2017
|
10 |
230,591 |
META, CMPR, WK, DG
|
13F-HR
|
11/14/2017 |
000139834417014620 |
|
Q2 2017
|
10 |
213,105 |
META, CMPR, YELP, GOOG
|
13F-HR
|
8/8/2017 |
000139834417009858 |
|
Q1 2017
|
9 |
176,802 |
META, CMPR, DG, DSG.TO
|
13F-HR
|
5/15/2017 |
000139834417006366 |
|
Q4 2016
|
6 |
106,924 |
META, CMPR, BKAA.SG, ROP
|
13F-HR
|
1/17/2017 |
000139834417000586 |