| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 11 | 1,561,408 | ASML, APP, RPRX, BKNG | 13F-HR | 8/14/2026 | 000139834426014470 |
| Q1 2026 | 11 | 1,255,861 | ASML, AER, SUNBELT RENTALS HOLDINGS INC, APP | 13F-HR | 5/15/2026 | 000139834426009218 |
| Q4 2025 | 10 | 1,150,397 | ASML, DHR, AER, META | 13F-HR | 2/17/2026 | 000139834426003214 |
| Q3 2025 | 9 | 1,112,595 | DHR, ASML, AER, META | 13F-HR | 11/14/2025 | 000139834425020887 |
| Q2 2025 | 10 | 1,115,187 | DHR, META, AER, AZO | 13F-HR | 8/14/2025 | 000139834425015394 |
| 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, AVLR | 13F-HR | 5/15/2020 | 000139834420010237 |
| Q4 2019 | 9 | 508,174 | META, AVLR, WIX, DESP | 13F-HR | 2/14/2020 | 000139834420003505 |
| Q3 2019 | 9 | 426,092 | META, AVLR, WIX, DESP | 13F-HR | 11/14/2019 | 000139834419020235 |
| Q2 2019 | 10 | 447,388 | META, AVLR, 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, DSGX | 13F-HR | 5/15/2017 | 000139834417006366 |
| Q4 2016 | 6 | 106,924 | META, CMPR, BAM, ROP | 13F-HR | 1/17/2017 | 000139834417000586 |