| Quarter | Holdings | Value, Excl. Options ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2022 | 1 | 0 | 13F-HR | 11/14/2022 | 000121465922013673 | |
| Q2 2022 | 18 | 52,503 | AMZN, DIS, YELP, PINS | 13F-HR | 8/15/2022 | 000121465922010196 |
| Q1 2022 | 21 | 113,098 | AMZN, DIS, UBER, YELP | 13F-HR | 5/16/2022 | 000121465922007015 |
| Q4 2021 | 22 | 247,870 | RBLX, SMAR, AMZN, AMD | 13F-HR | 2/14/2022 | 000121465922002624 |
| Q3 2021 | 28 | 707,242 | SMAR, RBLX, AMZN, CRM | 13F-HR | 11/15/2021 | 000121465921011791 |
| Q2 2021 | 28 | 830,045 | BABA, BIDU, RBLX, AMZN | 13F-HR | 8/16/2021 | 000121465921008664 |
| Q1 2021 | 31 | 775,034 | BIDU, BABA, DIS, AMZN | 13F-HR | 5/17/2021 | 000121465921005568 |
| Q4 2020 | 29 | 797,786 | BABA, DIS, META, AMZN | 13F-HR | 2/16/2021 | 000121465921001940 |
| Q3 2020 | 30 | 732,095 | BABA, AMZN, NFLX, FTCHQ | 13F-HR | 11/16/2020 | 000121465920009579 |
| Q2 2020 | 20 | 238,812 | BABA, NFLX, MSFT, AMZN | 13F-HR | 8/14/2020 | 000121465920007171 |
| Q1 2020 | 21 | 225,701 | BABA, IQ, NFLX, MSFT | 13F-HR | 5/15/2020 | 000121465920004703 |
| Q4 2019 | 17 | 167,121 | BABA, TWTR, SMAR, MSFT | 13F-HR | 2/14/2020 | 000121465920001484 |
| Q3 2019 | 22 | 176,889 | BABA, AMZN, GOOGL, SPLK | 13F-HR | 11/14/2019 | 000169755119000004 |
| Q2 2019 | 14 | 141,906 | SMAR, BABA, AMZN, MSFT | 13F-HR | 8/14/2019 | 000169755119000003 |
| Q1 2019 | 14 | 129,611 | OLED, BABA, SMAR, DOCU | 13F-HR | 5/15/2019 | 000169755119000002 |
| Q4 2018 | 9 | 56,255 | MSFT, BABA, SMAR, NOW | 13F-HR | 2/14/2019 | 000169755119000001 |
| Q3 2018 | 13 | 99,335 | NFLX, BABA, MSFT, YELP | 13F-HR | 11/14/2018 | 000169755118000004 |
| Q2 2018 | 15 | 126,649 | NFLX, AMZN, BABA, MSFT | 13F-HR | 8/14/2018 | 000169755118000003 |
| Q1 2018 | 14 | 121,037 | NFLX, AMZN, BABA, MSFT | 13F-HR | 5/15/2018 | 000169755118000002 |
| Q4 2017 | 17 | 186,413 | NFLX, AMZN, META, BABA | 13F-HR | 2/14/2018 | 000169755118000001 |
| Q3 2017 | 17 | 191,512 | HIMX, NFLX, META, BABA | 13F-HR | 11/14/2017 | 000169755117000012 |
| Q2 2017 | 18 | 204,795 | OLED, BABA, HIMX, META | RESTATEMENT | 10/24/2017 | 000169755117000010 |
| Q1 2017 | 19 | 202,285 | OLED, NFLX, HIMX, META | RESTATEMENT | 8/3/2017 | 000169755117000006 |
| Q4 2016 | 20 | 177,116 | NFLX, META, OLED, BABA | 13F-HR | 2/13/2017 | 000169755117000002 |