| Quarter | Holdings | Value, Excl. Options ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | 731,339 | VIK, CIEN, NU, FWONK | 13F-HR | 8/14/2026 | 000117266126003754 |
| Q1 2026 | 16 | 563,534 | INTU, CIEN, VIK, FWONK | 13F-HR | 5/15/2026 | 000117266126002253 |
| Q4 2025 | 15 | 597,901 | INTU, AFRM, META, GOOGL | 13F-HR | 2/17/2026 | 000117266126001146 |
| Q3 2025 | 18 | 653,360 | META, INTU, CIEN, NU | 13F-HR | 11/14/2025 | 000117266125005051 |
| Q2 2025 | 17 | 600,646 | META, VIK, CSGP, AFRM | 13F-HR | 8/14/2025 | 000117266125003503 |
| Q1 2025 | 19 | 453,005 | META, VIK, KMX, INTU | 13F-HR | 5/15/2025 | 000117266125002153 |
| Q4 2024 | 26 | 596,053 | NFLX puts, META, CIEN, NFLX | 13F-HR | 2/14/2025 | 000117266125001163 |
| Q3 2024 | 24 | 479,059 | META, NU, NFLX, MELI | 13F-HR | 11/14/2024 | 000117266124005153 |
| Q2 2024 | 21 | 586,906 | META, NU, FWONK, NFLX | 13F-HR | 8/14/2024 | 000117266124003537 |
| Q1 2024 | 20 | 592,783 | META, PYPL, NU, NFLX | 13F-HR | 5/15/2024 | 000117266124002521 |
| Q4 2023 | 25 | 495,941 | QQQ puts, PYPL, META, INTU | 13F-HR | 2/14/2024 | 000117266124001570 |
| Q3 2023 | 18 | 382,337 | SPLK, META, FERG, NU | 13F-HR | 11/14/2023 | 000117266123004040 |
| Q2 2023 | 18 | 420,733 | META, NU, PYPL, FWONK | 13F-HR | 8/14/2023 | 000117266123002994 |
| Q1 2023 | 18 | 402,512 | META, ONON, PYPL, MELI | 13F-HR | 5/15/2023 | 000117266123002177 |
| Q4 2022 | 17 | 304,149 | META, SPLK, ABNB, TTWO | 13F-HR | 2/14/2023 | 000117266123000910 |
| Q3 2022 | 17 | 293,369 | META, NFLX, MELI, XP | 13F-HR | 11/14/2022 | 000117266122002418 |
| Q2 2022 | 15 | 255,449 | META, Z, PENN, WSM | 13F-HR | 8/15/2022 | 000117266122001835 |
| Q1 2022 | 21 | 456,343 | Z, META, DUOL, ABNB | 13F-HR | 5/16/2022 | 000117266122001348 |
| Q4 2021 | 23 | 516,550 | META, SMAR, PENN, UBER | 13F-HR | 2/14/2022 | 000117266122000657 |
| Q3 2021 | 30 | 620,154 | AFRM, Z, META, PENN | 13F-HR | 11/15/2021 | 000117266121002310 |
| Q2 2021 | 31 | 644,334 | Z, META, SMAR, AFRM | 13F-HR | 8/16/2021 | 000117266121001803 |
| Q1 2021 | 31 | 703,868 | Z, AFRM, SMAR, WSM | 13F-HR | 5/17/2021 | 000117266121001258 |
| Q4 2020 | 25 | 765,942 | Z, META, PENN, SMAR | 13F-HR | 2/16/2021 | 000117266121000733 |
| Q3 2020 | 27 | 705,308 | Z, PENN, STNE, NBIS | 13F-HR | 11/13/2020 | 000117266120002142 |
| Q2 2020 | 26 | 625,908 | Z, PENN, WGHTQ, PYPL | 13F-HR | 8/14/2020 | 000117266120001684 |
| Q1 2020 | 21 | 360,373 | WGHTQ, UBER, NET, Z | 13F-HR | 5/14/2020 | 000117266120001215 |
| Q4 2019 | 15 | 363,672 | Z, TWTR, WGHTQ, AZULQ | 13F-HR | 2/14/2020 | 000117266120000490 |
| Q3 2019 | 14 | 326,742 | DOCU, ETSY, XYZ, TWLO | 13F-HR | 11/14/2019 | 000117266119002226 |
| Q2 2019 | 15 | 316,787 | PYPL, TWLO, SVMK, TMUS | 13F-HR | 8/14/2019 | 000117266119001779 |
| Q1 2019 | 17 | 347,945 | SVMK, TWTR, TWLO, PYPL | 13F-HR | 5/15/2019 | 000117266119001236 |
| Q4 2018 | 14 | 318,185 | TWTR, TMUS, PYPL, TWLO | 13F-HR | 2/14/2019 | 000117266119000617 |
| Q3 2018 | 15 | 345,140 | AME, TDG, SITE, TMUS | 13F-HR | 11/14/2018 | 000117266118002072 |
| Q2 2018 | 15 | 270,558 | FWONK, TDG, AME, SITE | 13F-HR | 8/14/2018 | 000117266118001589 |
| Q1 2018 | 17 | 284,976 | SITE, AZULQ, TDG, SNAP | 13F-HR | 5/14/2018 | 000117266118001081 |
| Q4 2017 | 15 | 222,377 | SITE, DISH, FWONK, FWONA | 13F-HR | 2/13/2018 | 000117266118000401 |
| Q3 2017 | 17 | 229,775 | SITE, FWONA, DISH, VSAT | 13F-HR | 11/13/2017 | 000117266117001970 |
| Q2 2017 | 17 | 212,784 | DISH, FWONA, SITE, FWONK | 13F-HR | 8/11/2017 | 000117266117001544 |
| Q1 2017 | 14 | 159,896 | PCLN, DISH, PYPL, VSAT | 13F-HR | 5/15/2017 | 000168851117000005 |
| Q4 2016 | 9 | 109,987 | PCLN, PYPL, SYMC, BABA | 13F-HR | 2/14/2017 | 000168851117000003 |