| Quarter | Holdings | Value, Excl. Options ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 24 | 1,435,589 | NVDA, AMZN, RIVN, GOOG | 13F-HR | 8/14/2026 | 000117266126003650 |
| Q1 2026 | 20 | 1,356,082 | UBER, AMZN, NVDA, META | 13F-HR | 5/15/2026 | 000117266126002078 |
| Q4 2025 | 18 | 1,714,082 | UBER, RIVN, RBLX, Z | 13F-HR | 2/17/2026 | 000117266126001027 |
| Q3 2025 | 18 | 1,992,018 | RBLX, UBER, WIX, AMZN | 13F-HR | 11/14/2025 | 000117266125004937 |
| Q2 2025 | 15 | 1,799,632 | RBLX, SPY puts, UBER, META | 13F-HR | 8/14/2025 | 000117266125003288 |
| Q1 2025 | 18 | 1,658,714 | RBLX, WIX, TTWO, UBER | 13F-HR | 5/15/2025 | 000117266125002093 |
| Q4 2024 | 17 | 1,809,836 | WIX, RBLX, TTWO, AMZN | 13F-HR | 2/14/2025 | 000117266125000892 |
| Q3 2024 | 19 | 1,711,221 | UBER, WIX, RBLX, VRNS | 13F-HR | 11/14/2024 | 000117266124004974 |
| Q2 2024 | 16 | 1,738,163 | UBER, WIX, TTWO, META | 13F-HR | 8/14/2024 | 000117266124003480 |
| Q1 2024 | 17 | 1,706,745 | UBER, META, WIX, TTWO | 13F-HR | 5/14/2024 | 000117266124002285 |
| Q4 2023 | 19 | 1,709,210 | UBER, WIX, TTWO, ILMN | 13F-HR | 2/14/2024 | 000117266124001081 |
| Q3 2023 | 21 | 1,664,678 | UBER, TTWO, WIX, META | 13F-HR | 11/14/2023 | 000117266123003916 |
| Q2 2023 | 19 | 1,800,797 | UBER, TTWO, META, WIX | 13F-HR | 8/14/2023 | 000117266123002978 |
| Q1 2023 | 20 | 1,948,559 | META, UBER, NFLX, WIX | 13F-HR | 5/15/2023 | 000117266123002194 |
| Q4 2022 | 21 | 1,706,242 | NFLX, UBER, WIX, OKTA | 13F-HR | 2/13/2023 | 000117266123000788 |
| Q3 2022 | 21 | 1,771,639 | UBER, NFLX, AMZN, WIX | 13F-HR | 11/14/2022 | 000117266122002458 |
| Q2 2022 | 23 | 1,742,482 | UBER, MTCH, DLB, FIVN | 13F-HR | 8/12/2022 | 000117266122001800 |
| Q1 2022 | 18 | 2,745,220 | UBER, BKNG, SAIL, ZEN | 13F-HR | 5/13/2022 | 000117266122001270 |
| Q4 2021 | 19 | 3,068,604 | BKNG, UBER, NFLX, SAIL | 13F-HR | 2/11/2022 | 000117266122000344 |
| Q3 2021 | 19 | 3,390,974 | BKNG, UBER, NFLX, Z | 13F-HR | 11/15/2021 | 000117266121002183 |
| Q2 2021 | 21 | 4,164,135 | UBER, UBER calls, BKNG, NFLX | 13F-HR | 8/13/2021 | 000117266121001671 |
| Q1 2021 | 22 | 4,154,392 | UBER, BKNG, NFLX, UBER calls | 13F-HR | 5/14/2021 | 000117266121001132 |
| Q4 2020 | 22 | 3,785,798 | BKNG, UBER, NFLX, SAIL | 13F-HR | 2/12/2021 | 000117266121000379 |
| Q3 2020 | 19 | 2,909,234 | NFLX, BKNG, UBER, SAIL | 13F-HR | 11/13/2020 | 000117266120002127 |
| Q2 2020 | 17 | 2,373,415 | NFLX, XLNX, AMZN, NYT | 13F-HR | 8/13/2020 | 000117266120001650 |
| Q1 2020 | 16 | 1,643,207 | NFLX, ATVI, EA, NYT | 13F-HR | 5/13/2020 | 000168096420000004 |
| Q4 2019 | 16 | 1,542,210 | NFLX, ATVI, NYT, EA | 13F-HR | 2/13/2020 | 000168096420000002 |
| Q3 2019 | 17 | 1,311,259 | NFLX, ATVI, EA, NYT | 13F-HR | 11/13/2019 | 000168096419000009 |
| Q2 2019 | 17 | 1,236,714 | ATVI, NFLX, NYT, EA | 13F-HR | 8/14/2019 | 000168096419000007 |
| Q1 2019 | 17 | 1,060,926 | NFLX, NYT, ATVI, PYPL | 13F-HR | 5/13/2019 | 000168096419000005 |
| Q4 2018 | 15 | 778,416 | NFLX, NYT, YELP, PYPL | 13F-HR | 2/12/2019 | 000168096419000002 |
| Q3 2018 | 13 | 766,828 | NFLX, YELP, NYT, PYPL | 13F-HR | 11/14/2018 | 000168096418000009 |
| Q2 2018 | 15 | 726,001 | NYT, YELP, NFLX, PYPL | 13F-HR | 8/13/2018 | 000168096418000006 |
| Q1 2018 | 15 | 669,666 | YELP, NFLX, NYT, PYPL | 13F-HR | 5/14/2018 | 000168096418000004 |
| Q4 2017 | 13 | 554,136 | YELP, NFLX, COUP, ADSK | 13F-HR | 2/13/2018 | 000168096418000002 |
| Q3 2017 | 14 | 450,941 | YELP, NFLX, PANW, ADSK | 13F-HR | 11/9/2017 | 000168096417000009 |
| Q2 2017 | 15 | 334,687 | YELP, PANW, NFLX, BIDU | 13F-HR | 8/10/2017 | 000168096417000007 |
| Q1 2017 | 14 | 270,566 | YELP, NFLX, PYPL, ADSK | 13F-HR | 5/12/2017 | 000168096417000005 |
| Q4 2016 | 13 | 188,981 | NFLX, YELP, ADSK, SBAC | 13F-HR | 2/10/2017 | 000168096417000003 |